Mahindra Insurance Broker ( Offline Model )

1 - 3 years

3 - 4 Lacs

Posted:11 hours ago| Platform: Foundit logo

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Skills Required

Work Mode

On-site

Job Type

Full Time

Job Description

Canara Hsbc Life Insurance Company

Des :Mahindra Insurance Broker ( Offline Model )

CTC:4.5 lpa

Location : Bhubaneswar

Job Purpose:

Key Responsibilities:

Business Impact

  • Achieve assigned sales targets and attachment rates.
  • Drive insurance penetration in mapped branches.
  • Support branch teams with sales coaching and product knowledge.

Customer & Stakeholder Engagement

  • Daily interaction with Branch Managers and broking staff.
  • Build strong relationships with channel partners.
  • Ensure high levels of customer satisfaction and service delivery.

Teamwork & Collaboration

  • Act as a mentor and motivator for broking employees.
  • Share best practices across branches.
  • Celebrate small wins and foster team spirit.

Operational Excellence

  • Ensure timely submission and issuance of applications.
  • Track and manage FTRs and post-sale services (COI, claims).
  • Maintain compliance and minimize operational risks.

Key Performance Indicators (KPIs):

  • Sales target achievement and goal sheet completion.
  • Quality of stakeholder engagement and relationship management.
  • Process adherence from lead to issuance and post-sale support.

Skills & Competencies Required:

  • Strong communication and interpersonal skills.
  • Sales acumen and customer-centric approach.
  • Ability to coach, train, and motivate teams.
  • Knowledge of insurance products and broking processes.
  • Compliance and process orientation.

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