Assistant Manager - Insurance

The Assistant Manager – Insurance Sales & Operations will be responsible for driving motor insurance sales while also managing end-to-end insurance operations. This role requires strong customer-handling skills, process management, business development ability, and coordination across teams and partners. The ideal candidate should be capable of handling both field sales responsibilities and office-based operational activities efficiently.

Key Responsibilities

1. Insurance Sales & Business Development

• Generate motor insurance sales through leads, customer walk-ins, dealer networks, and channel partners.
• Promote motor insurance products to customers and explain benefits, features, premium details, and coverage options.
• Identify new business opportunities through vehicle dealers, workshops, corporates, and referral channels.
• Achieve monthly targets for new policy sales, renewals, add-on products, and cross-selling.
• Build and maintain productive relationships with dealers, agents, and partners.
• Conduct field visits to dealers/workshops to increase insurance penetration.

2. Insurance Operations

• Manage policy issuance, renewals, endorsements, and documentation.
• Verify customer documents and ensure timely and accurate policy generation.
• Handle customer queries, complaints, and provide after-sales support.
• Maintain records of all policies, renewals, customer details, and payment data.
• Coordinate with insurance companies for product updates, premium rates, and underwriting approvals.
• Ensure accuracy in data entry and compliance with internal processes.

3. Claims Support

• Assist customers in filing and tracking motor insurance claims.
• Coordinate with surveyors, workshops, and insurance company claim teams.
• Ensure transparent and timely claim settlement updates to customers.

4. Compliance & Reporting

• Ensure adherence to IRDAI regulations and internal company policies.
• Prepare daily/weekly/monthly reports on sales, renewals, claims, and operational performance.
• Maintain audit-ready documentation and follow all compliance procedures.

5. Customer Relationship Management

• Provide excellent customer service to improve customer satisfaction and retention.
• Maintain long-term relationships with customers for renewals and referrals.
• Understand customer needs and suggest suitable policy options.

Qualifications & Experience

• Education: Bachelor’s degree (MBA preferred).
• Experience: 2–5 years in Motor Insurance Sales, Operations, or both.
• Strong knowledge of motor insurance products, underwriting, and claims.
• Experience in dealer management or field sales preferred.
• Excellent communication and customer-handling skills.
• Proficiency in MS Office (Excel, Word).
• Ability to manage both field activities and office operations effectively.

Key Skills

• Motor Insurance Sales
• Business Development
• Policy Issuance & Renewals
• Claims Support & Coordination
• Customer Relationship Management
• Dealer & Channel Partner Management
• Operational Accuracy
• Compliance Knowledge
• Reporting & Documentation

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits:

• Health insurance
• Paid sick time
• Paid time off
• Provident Fund

Application Question(s):

• What is your current salary ?

What is your expected salary ?

Experience:

• Insurance sales: 2 years (Required)

Location:

• Salem, Tamil Nadu (Required)

Work Location: In person