Team Leadership & Performance Management Lead, motivate, and supervise a team of telesales executives. Set daily, weekly, and monthly sales targets and drive the team to achieve them. Monitor team performance through call audits, dashboards, and KPI reports. Conduct regular performance reviews and provide constructive feedback. Sales Strategy & Execution Guide the team on product pitches, objection handling, and upselling/cross-selling strategies. Ensure effective utilization of leads provided through CRM or dialer systems. Collaborate with product and marketing teams to run telesales campaigns. Training & Development Provide regular training and upskilling sessions on product knowledge, compliance, and communication skills. Support new team members with onboarding and initial ramp-up. Customer Interaction & Issue Resolution Handle escalated customer queries or complaints and ensure satisfactory resolution. Ensure a customer-first approach and promote a positive buying experience. Compliance & Reporting Ensure adherence to IRDAI regulations and internal SOPs during all telesales activities. Maintain accurate records of sales performance, customer interactions, and policy issuances. Coordinate with quality and compliance teams for audits and feedback implementation. Key Skills & Qualifications: Graduate in any discipline (preferred: MBA in Sales/Marketing). Minimum 35 years of experience in telesales, with at least 12 years in a team leader role . Prior experience in health and/or life insurance telesales is mandatory. Strong communication, persuasion, and leadership skills. Proficient in Excel, CRM systems, and dialer tools. Sound knowledge of insurance products, customer needs, and market trends. Preferred Experience: Experience working in insurance aggregators (e.g., Policybazaar, Coverfox) or major insurance providers. IRDAI-certified (Life and Health license preferred). Exposure to digital insurance sales platforms and fintech environments. Soft Skills: Team leadership and people management Target and results orientation Analytical thinking and data-driven decision-making Conflict resolution and escalation handling Time management and multitasking
Reconciliation: Reconcile daily, weekly, and monthly premium collections from payment gateways, banks, and aggregators. Match policy issuance data with received premiums to ensure completeness and accuracy. Reconcile claims paid vs approved claims from TPA or internal claims team. Perform reconciliation of agent commissions, bonuses, and overrides. Investigate discrepancies in transaction records and coordinate with internal teams for resolution. Maintain reconciliation dashboards and prepare MIS reports for management. Payouts: Process timely payouts for: Agent commissions and bonuses. Refunds for cancelled policies or overpayments. Validate bank account details and payout files before disbursement. Coordinate with banking partners and internal treasury teams for payment processing. Track and report pending and failed payouts, and follow up for resolution. Compliance & Controls: Ensure all reconciliation and payout activities adhere to IRDAI guidelines and internal audit standards. Support internal and external audits with relevant data and documentation. Maintain up-to-date process documentation and SOPs. Key Skills & Qualifications: Bachelor's degree in Finance, Commerce, Accounting, or related field. 24 years of experience in insurance finance operations, preferably in reconciliation or payouts. Understanding of insurance business processes: premiums, claims, agents, etc. Strong command over MS Excel (Pivot Tables, VLOOKUP, etc.) and Payout and Reco software. Familiarity with IRDAI regulations and insurance accounting standards. Excellent attention to detail, organizational, and problem-solving skills. Ability to handle large volumes of transactional data accurately. Preferred Experience: Experience working in a motor/life/health insurance company or insurance aggregator or insurance broker. Exposure to reconciliation automation tools or RPA is a plus. Soft Skills: Strong communication and coordination skills. Ability to work under pressure and meet tight deadlines. Proactive attitude with a process-improvement mindset.
Job Description Tele-Sales Relationship Manager (Motor Insurance) Position: Tele-Sales Relationship Manager Department: Motor Insurance Sales & Customer Relationship Location: Ahmedabad Reports to: Team Leader / Tele-Sales Manager Role Summary The Tele-Sales Relationship Manager will be responsible for generating motor insurance sales through outbound calls, cross-selling and upselling to existing customers, handling queries, and maintaining long-term customer relationships. The role requires strong communication skills, sales orientation, and customer-centricity. Key Responsibilities 1. Sales & Revenue Generation Conduct outbound calls to prospective and existing customers for motor insurance sales. Promote renewals and cross-sell other general insurance products. Achieve assigned monthly/quarterly sales and revenue targets. 2. Customer Engagement & Relationship Management Build strong rapport with customers to improve loyalty and retention. Handle customer queries related to policy features, premium, claim process, etc. Provide accurate product information and assist in policy issuance/renewal. 3. Lead Management Follow up on leads generated through marketing campaigns, references, and databases. Ensure timely follow-ups to maximize conversion ratio. Maintain records of interactions and update CRM systems. 4. Process & Compliance Ensure adherence to IRDAI regulations and company guidelines in all tele calling activities. Maintain call quality standards and compliance scripts. Submit daily/weekly reports on calls made, conversions, and revenue achieved. Key Performance Indicators (KPI) Number of calls made per day/week. Conversion ratio (leads sales). Premium collected and policy issuance. Renewal ratio and customer retention. Customer satisfaction score (quality audits/feedback). Desired Candidate Profile Education: Graduate in any discipline (preferred). Experience: 1–4 years in tele-sales / inside sales (motor/general insurance or BFSI experience preferred). Skills & Competencies: Excellent verbal communication and persuasion skills. Sales-driven and target-oriented. Good listening and problem-solving ability. Customer-centric mindset. Basic computer & CRM knowledge. Compensation Competitive salary + performance incentives Contact Person - Ajay Dubey Contact Number - 9326607662
Job Description Area Head (Agency Channel Motor Insurance) Position: Area Head – Agency Channel (Motor Insurance) Department: Sales & Distribution – General Insurance Location: [Insert Location] Reports to: Regional Sales Manager / Zonal Head Role Summary The Area Head will be responsible for driving Motor Insurance business through the Agency Channel within the assigned geography. The role requires leading a team of Agency Managers/Branch Managers, ensuring growth in agent network, achieving premium and policy issuance targets, maintaining persistency, and ensuring compliance with regulatory guidelines. Key Responsibilities 1. Business Growth & Sales Management Achieve monthly/quarterly/yearly targets for motor insurance premium and policy issuance. Drive cross-selling and upselling of other General Insurance products. Monitor sales productivity across branches/territories and implement corrective actions. 2. Team Leadership Manage and lead a team of Agency Sales Managers / Unit Managers. Set goals, track performance, and ensure achievement of business objectives. Provide coaching, guidance, and performance feedback to team members. 3. Channel Development (Agency Network) Recruit, develop, and retain high-quality insurance agents (PoSP/Advisors). Improve agent activation, retention, and productivity. Ensure a steady pipeline of new agency partners to expand market penetration. 4. Training & Development Organize regular training sessions for team members and agents on motor insurance products, processes, and compliance. Build capabilities to improve customer handling, lead conversion, and claim servicing support. 5. Customer Relationship Management Ensure customer satisfaction through timely policy issuance, servicing, and claim support. Drive persistency and renewal collection. Resolve escalated issues from customers/agents in a professional and timely manner. 6. Compliance & Governance Ensure adherence to IRDAI regulations and company policies across all activities. Maintain high standards of documentation, reporting, and audit readiness. Promote ethical selling and business practices. Key Performance Indicators (KPI) Achieving area-level premium and policy issuance targets. Active agent ratio and growth in agency network. Productivity per agent and per Agency Manager. Persistency/renewal ratios. Market share growth in assigned geography. Employee engagement and retention within the team. Compliance and zero regulatory violations. Desired Candidate Profile Education: Graduate/Postgraduate (MBA preferred). Experience: 2–8 years in General Insurance sales (at least 3–5 years in leadership role, preferably in Agency/PoSP channel, with strong exposure to Motor Insurance). Skills & Competencies: Strong leadership and people management skills. Proven track record of achieving sales targets. In-depth knowledge of Motor Insurance products and distribution channels. Strong market networking and business development ability. Excellent communication, negotiation, and analytical skills. Ability to manage multiple branches and large field sales teams. Contact Person - Ajay Dubey Contact Number - 9326607662
Job Description Agency Manager / Relationship Manager (Agency Channel Motor & General Insurance) Position: Agency Manager / Relationship Manager Department: Sales & Distribution Agency Channel (Motor & General Insurance) Location: Ahmedabad, Rajkot, Surat, Bhavnagar Reports to: Branch Manager / Area Sales Manager Role Summary The Agency Manager/Relationship Manager will be responsible for recruiting, training, and managing a team of insurance agents (PoSP/Advisors) to achieve business targets in Motor Insurance and other General Insurance products. The role demands strong sales drive, channel development skills, and customer relationship management. Key Responsibilities 1. Business Development & Sales Drive sales of motor insurance and general insurance products through the agency channel. Achieve monthly/quarterly business targets (premium collection, policy issuance, agent activation). Identify cross-selling and upselling opportunities. 2. Agent Recruitment & Activation Recruit, license, and onboard new insurance agents/PoSPs. Ensure timely activation and productivity of new agents. Improve active agent ratio in the assigned territory. 3. Training & Mentoring Provide regular product, sales, and compliance training to agents. Motivate, coach, and guide agents to improve performance and retention. 4. Relationship Management Build strong relationships with agents to increase loyalty and long-term engagement. Act as the first point of contact for agents, resolving business or service-related issues. Support customers through agents in policy servicing, claim settlement, and renewals. 5. Compliance & Quality Ensure all business activities comply with IRDAI regulations and company policies. Maintain accurate documentation, reporting, and MIS. Drive ethical business practices and maintain brand reputation. Key Performance Indicators (KPI) Recruitment and activation of agents/PoSPs. Premium collection and policy issuance. Agent productivity and persistency ratio (renewals). Agent retention and engagement. Customer satisfaction scores. Desired Candidate Profile Education: Graduate in any discipline (MBA preferred). Experience: 15 years in sales (insurance/BFSI preferred, agency/PoSP channel experience an advantage). Skills & Competencies: Sales and target orientation. Good communication and interpersonal skills. Ability to build and maintain strong relationships. Training and mentoring skills. Knowledge of Motor Insurance products desirable. Compensation Competitive salary + incentives + allowances (as per company policy). Contact Person - Ajay Dubey Contact Number - 9326607662
Job Description Tele-Sales Executive (Life & Health Insurance) Position: Tele-Sales Executive Department: Sales & Customer Acquisition – Life & Health Insurance Location: [Insert Location] Reports to: Tele-Sales Team Leader / Manager Role Summary The Tele-Sales Executive will be responsible for generating sales of life and health insurance products through outbound calling, handling customer queries, and ensuring high levels of conversion and customer satisfaction. The role requires excellent communication, sales orientation, and a customer-centric approach. Key Responsibilities Make outbound calls to potential and existing customers to promote life and health insurance products. Explain product features, benefits, and eligibility clearly to customers. Generate leads, follow up, and convert them into policy sales. Handle customer queries and provide accurate information about policies, premiums, and claim processes. Achieve assigned sales targets (policies issued, premium collected, conversion ratio). Maintain customer data in CRM systems and ensure timely follow-ups. Promote renewals and cross-sell other insurance products when applicable. Ensure adherence to IRDAI regulations and company policies during all interactions. Key Performance Indicators (KPI) Daily/weekly number of calls made. Lead conversion ratio. Premium collected and policies issued. Renewal/conversion rates. Customer satisfaction and call quality scores. Desired Candidate Profile Education: Graduate in any discipline (12th pass with relevant experience may also be considered). Experience: 0–3 years in tele-sales / call center sales (insurance/BFSI preferred). Skills & Competencies: Excellent verbal communication and persuasion skills. Sales-driven and target-oriented. Good listening and objection-handling ability. Customer-focused approach. Basic computer & CRM knowledge. Compensation Fixed salary + attractive performance incentives Contact Person - Ajay Dubey Contact Number -9326607662
Job Title: Relationship Manager Agency Channel (Motor Insurance, Field Work) Department: Agency Sales / General Insurance Job Summary: The Relationship Manager (Agency Channel Motor Insurance) is responsible for recruiting, training, and supporting insurance agents who sell motor insurance policies. This is a field-based role involving regular visits to agents, customers, and partners to drive sales, achieve targets, and ensure good customer service. Key Responsibilities: Agency Recruitment & Development Identify and recruit new agents to sell motor insurance products. Provide regular training and motivation to agents on products and sales techniques. Help agents become productive and achieve their individual sales goals. Sales & Business Growth Drive sales of motor insurance (new business and renewals) through agents. Support agents in generating leads, closing sales, and cross-selling related products. Achieve monthly, quarterly, and yearly business targets. Field Work & Relationship Management Visit agents, car dealers, and customers regularly in the field. Build and maintain strong relationships with agents and their clients. Provide on-ground support for policy issuance, renewals, and claim coordination. Customer Service Ensure customers receive timely service and assistance for claims and renewals. Resolve agent and customer queries promptly to ensure satisfaction. Reporting & Compliance Maintain records of agent performance, leads, and business generation. Submit daily field visit reports and sales updates to the manager. Follow company policies and IRDAI regulations in all business activities. Skills & Competencies: Strong communication and relationship-building skills Field sales and team-handling ability Goal-oriented and self-driven personality Knowledge of motor insurance and claim process Basic computer and mobile app skills Qualifications & Experience: Graduate 1- 3 years of experience in insurance or field sales (preferably general or motor insurance) Compensation: Fixed Salary + Travel Allowance + Incentives Name :-Ajay Dubey Contact Person :- 9326607662
Job Summary The Relationship Manager Motor Insurance (B2B) is responsible for developing and maintaining strong business relationships with corporate clients, automobile dealers, fleet owners, leasing companies, and business partners. The role focuses on driving B2B motor insurance sales , ensuring customer satisfaction, and achieving assigned business targets through effective relationship management and service excellence. Key Responsibilities Develop and manage relationships with corporate clients, car dealers, fleet operators, and channel partners to generate motor insurance business. Identify and onboard new B2B clients while maintaining strong retention of existing accounts. Achieve monthly and annual sales and renewal targets for motor insurance products. Understand clients business needs and provide tailored insurance solutions and quotations. Coordinate with the underwriting, claims, and operations teams to ensure seamless policy issuance and servicing. Maintain accurate client records, sales reports, and renewal data in CRM systems. Conduct regular client meetings, product presentations, and policy reviews. Handle policy renewals, endorsements, and claims assistance for corporate customers. Monitor market trends and competitor activities to identify new business opportunities. Ensure adherence to regulatory and company compliance guidelines in all sales activities. Key Skills & Competencies Knowledge of motor insurance products and processes . Excellent relationship-building, communication, and negotiation skills. Strong customer service orientation with problem-solving ability. Ability to work under pressure and meet business targets. Team player with a proactive and self-motivated approach. Qualifications & Experience 12th & Graduate 1 - 3 years of experience in motor insurance or general insurance B2B relationship management . Compensation & Benefits Competitive base salary + performance-based incentives . Opportunities for career growth and professional development within the organization. Contact Person :- 9326607662
Job Title: Customer Service Officer Department: Sales / Telemarketing Reports to: Team Leader / Sales Manager Job Summary: We are looking for a motivated and confident CSO to join our team. The role involves making outbound calls to potential or existing customers to generate leads, sell products/services, or provide customer support. The ideal candidate should have excellent communication skills and the ability to handle customer interactions efficiently and professionally. Key Responsibilities: Make outbound calls to customers or prospects and promote company products or services. Answer incoming calls and respond to customer queries or complaints. Generate leads and follow up on potential sales opportunities. Maintain accurate records of calls, customer interactions, and follow-ups. Schedule appointments or product demonstrations when required. Achieve daily and monthly calling and conversion targets. Provide information clearly and effectively, ensuring customer satisfaction. Work closely with the sales team and provide feedback from customers. Requirements: Minimum 12th pass or graduate degree. 01 years of experience in tele calling, telecalls, or customer support. Excellent verbal communication and listening skills. Basic computer knowledge and familiarity with MS Office or CRM software. Ability to remain calm and handle rejections or complaints professionally. Contact Person :- 9326607662
JD for Policy Issuance Executive: Responsible for processing and issuing insurance policies by accurately reviewing customer applications, Verifying information, calculating premiums, and generating policy documents, Ensuring compliance with company guidelines and timely delivery to the client; Requiring strong attention to detail, data entry skills, and knowledge of insurance products and procedures. JD for Policy Issuance Manager: The Policy Issuance Manager is directly involved with day to day servicing of policyholders, claims assessment and administrative duties of the department. Reviews and cancels insurance policies and notifies necessary departments of the policy cancellation. Assists the Head of Department in overseeing the operational matters of the team. Provides guidance to subordinates and suggests ways to improve work processes to achieve efficiency. Tasks for Policy Issuance Manager: Assist department head to oversee operational matters. Develop and implement guidelines to ensure smooth running of the department. Develop and prepare department performance reports. Provide day-to-day servicing of policyholders. Review existing processes for improvement. Name :- Ajay Dubey Contact :- 9326607662
Job Title: Underwriting and Placement Department: Placement & Underwriting Reporting To: Head Placement / Business Head Location: Mumbai Industry: Insurance Broking Job Summary: The Underwriting and Placement professional is responsible for evaluating insurance risks, preparing quote comparisons, negotiating terms with insurers, and ensuring optimal placement of insurance policies. The role requires a strong understanding of insurance products, underwriting guidelines, and insurer relationships to deliver the best solutions to clients while maintaining compliance with IRDAI regulations. Key Responsibilities: 1. Underwriting & Risk Evaluation Assess risk exposures based on client data, risk inspection reports, and claim history. Review proposal forms and supporting documents for completeness and accuracy. Analyze and prepare underwriting notes and risk summaries for insurer submission. Recommend suitable coverage structures, limits, and deductibles aligned with client needs. 2. Placement & Negotiation Liaise with multiple insurers to obtain quotations and negotiate competitive terms. Prepare comparative statements (QCR) with detailed coverage analysis and pricing. Ensure timely issuance of quotes, placement confirmations, and policy documents. Build and maintain strong relationships with underwriting teams and marketing team at insurance companies. 3. Coordination & Documentation Coordinate with Business Development Managers (BDMs), Sales Teams, and Clients for data collection and clarifications. Ensure all underwriting submissions are accurate, complete, and documented. Track renewals, endorsements, and pending placements to ensure timely closure. 4. Compliance & Quality Control Adhere to IRDAI and internal compliance guidelines in all placement activities. Maintain records of communications, quotes, and insurer interactions for audit purposes. Review policy wordings and endorsements for accuracy and alignment with agreed terms. 5. Market & Product Knowledge Stay updated on insurer products, underwriting appetites, and market developments. Support management in product innovation, special schemes, and tie-ups with insurers. Provide feedback on market trends, rates, and competitor movements. Key Skills & Competencies: Strong understanding of general insurance (Property, Liability, Marine, Engineering, etc.) Excellent negotiation and communication skills. Analytical mindset with attention to detail. Proficiency in MS Excel, Word. Ability to work collaboratively with internal and external stakeholders. Qualifications & Experience: Graduate / Postgraduate in any discipline (MBA preferred). Minimum 28 years of experience in underwriting and / or placement in Insurance Co or any Broking Co. Exposure to corporate and retail lines of business will be an added advantage. Key Performance Indicators (KPIs): Turnaround time (TAT) for quote and placement. Accuracy of underwriting and documentation. Relationship management with insurers and business teams. Contact Person - Ajay Dubey Contact Number - 9326607662
JD for .Net Programmer (2-3 year Exp.): LOCATION- AHMEDABAD Required skill : C#, ASP.Net, MVC Framework 3.5/ 4.5, CSS, Webservices, Web APIs, Bootstrap Producing code using MVC .NET C#, Upgrading, configuring and debugging existing systems Participate in requirements analysis Test and deploy applications and systems Revise, update, debug code Able to work on Bootstrap. Other Skills : Asp.net Core, Angular Js, Node Js, Tableau, Entity Framework, Linkq Experience in MVC and JQuery will be preferred, (Optional : Angular JS, Tableau) INTERESTED CANDIDATES SHARE RESUME ON 9326607662
Job Description For Digital Marketing Manager Work Experience : 1 Years to 3 Years. LOCATION- GHATKOPAR, MUMBAI- WORK FROM OFFICE Key Responsibilities: Develop, implement, and manage digital marketing campaigns across various channels, including Google Ads, Facebook Ads, and other online platforms. Monitor and optimize campaign performance to ensure maximum ROI and effectiveness. Conduct keyword research and analysis to identify opportunities for growth and optimization. Utilize Google Analytics and other analytics tools to track and report on key metrics, providing insights and recommendations for improvement. Stay up-to-date with the latest trends and best practices in digital marketing, including SEO, SEM, social media, and email marketing. Collaborate with cross-functional teams to align digital marketing efforts with overall business goals and objectives. Manage budgets and allocate resources effectively to achieve desired outcomes. Qualifications: Bachelor's degree in Marketing, Business, or related field. Proven experience in digital marketing, with a focus on Google Ads, Facebook Ads, and Google Analytics. Strong analytical skills and the ability to interpret data and make data-driven decisions. Excellent communication and interpersonal skills, with the ability to effectively collaborate with team members and stakeholders. Contact Person - Ajay Dubey Contact Number -9326607662