Branch Sales Manager

Job Title: Insurance Branch Manager

Location: Newtown, Akanksha more, kol-161

Job Overview: We are seeking a proactive and experienced Insurance Branch Manager to lead and oversee the operations of our insurance branch. The Branch Manager will be responsible for driving sales performance, managing branch operations, ensuring high levels of customer service, and maintaining a motivated team. This role demands a strong background in insurance products, leadership abilities, and an understanding of local market dynamics. The ideal candidate will ensure the branch achieves its growth targets while upholding the company’s standards of excellence.

Key Responsibilities:

Leadership and Team Management:

* Lead, motivate, and manage a team of insurance agents, sales staff, and support personnel.

* Set clear performance goals, monitor individual and team progress, and provide guidance and support to ensure targets are met.

* Conduct regular training sessions to enhance product knowledge, sales techniques, and customer service skills.

* Manage recruitment, onboarding, and performance evaluations for branch staff.

Sales and Business Development:

* Drive the branch’s sales targets by developing and executing strategies to acquire new clients and retain existing ones.

* Establish relationships with clients, brokers, and key stakeholders to promote the company’s insurance offerings.

* Ensure the branch effectively cross-sells and upsells relevant insurance products to meet customer needs.

* Organize and lead local marketing and promotional campaigns to boost visibility and sales in the region.

Operational Management:

* Oversee the day-to-day operations of the branch, ensuring efficiency and smooth workflow across all departments.

* Monitor and ensure that all customer requests, policy renewals, claims, and underwriting processes are handled promptly and accurately.

* Maintain inventory of insurance products, ensure proper documentation, and safeguard customer records.

Customer Service and Relationship Management:

* Ensure the branch delivers exceptional customer service by resolving client concerns, inquiries, and complaints in a professional manner.

* Develop and maintain long-term relationships with customers, focusing on customer satisfaction and retention.

* Foster a customer-first culture within the branch to create positive brand perception and loyalty.

Compliance and Risk Management:

* Ensure that all operations comply with relevant regulatory requirements and company policies.

* Implement internal controls to prevent fraud, ensure accurate documentation, and adhere to legal requirements.

* Conduct periodic audits to ensure the branch’s activities meet both legal and organizational standards.

Financial and Performance Reporting:

* Oversee branch budgets, expenses, and profitability, ensuring the branch operates within financial goals.

* Report regularly to senior management on branch performance, including sales results, expenses, and operational challenges.

* Monitor KPIs and analyze performance data to identify trends, areas for improvement, and opportunities for growth.

Qualifications:

Bachelor's degree in Business Administration, Finance, Insurance, or a related field.

* Minimum of 7 years of experience in the insurance industry, with at least 4 years in a management or leadership role.

* Strong knowledge of insurance products (e.g., life, health, property, and casualty), industry regulations, and claims processes.

* Proven experience in driving sales, managing teams, and achieving business targets.

* Excellent leadership, interpersonal, and communication skills.

* Strong problem-solving and decision-making abilities.

* High degree of organizational and time-management skills.

* Proficiency in Microsoft Office Suite and familiarity with insurance management software.

Preferred Skills:

* Experience in managing P&L and branch financials.

* Knowledge of customer relationship management (CRM) tools and sales software.

* Relevant certifications in insurance (e.g., Chartered Insurance Professional, or equivalent).

Compensation:

* Competitive salary with performance-based incentives.

* Comprehensive benefits package including health insurance, retirement plans, and employee perks.

Job Type: Full-time

Pay: ₹20,000.00 - ₹35,000.00 per month

Benefits:

• Health insurance

Education:

• Bachelor's (Preferred)

Experience:

• total work: 6 years (Preferred)
• Management: 3 years (Preferred)

Work Location: In person