About AssetPlus
AssetPlus is one of India s fastest-growing assisted wealth-tech platforms, empowering over 15, 000 Mutual Fund Distributors (MFDs) to serve more than 1. 5 lakh retail investors. As we scale our insurance vertical, operational excellence sits at the heart of our business.
We believe the insurance purchase journey should be fast, accurate, and partner-first. Whether it s a lead requesting quotes or a customer awaiting policy issuance, our goal is to eliminate friction, improve speed, and maximize trust and this role plays a key part in making that happen.
The Role
As Manager Insurance Sales Operations, you will be responsible for managing the end-to-end operations workflow of our insurance business from quote requests to policy issuance and renewals.
You will lead a team that forms the operational backbone of insurance sales: managing quote requests across multiple insurers, coordinating medicals, punching in policies, handling renewals, resolving data mismatches, and ensuring that AssetPlus is recognized as the fastest and most reliable insurance partner by MFDs.
You will also partner with leadership to share insights on conversion performance, highlight customer drop-off points, and identify process gaps that need fixing. This is a fast-paced, metrics-driven role for someone who thrives on execution, operational clarity, and impact.
Key Responsibilities
Manage the end-to-end servicing workflow from quote generation to policy issuance, including insurer coordination, documentation, and medicals.
Track and own daily TATs and SLAs for quotes, proposals, medicals, underwriting, and policy punch-ins.
Build and manage a centralized renewals system to drive persistency across products and insurer platforms.
Set up dashboards and trackers to monitor quote volumes, conversion ratios, partner-wise drop-offs, and SLA breaches.
Coordinate with insurer SPOCs to accelerate pricing, documentation, and approvals; negotiate improved turnaround times where required.
Ensure complete data accuracy and reconciliation for customer details, policy records, and payment data.
Maintain audit-ready workflows and ensure operational hygiene across all case records and documentation.
Conduct regular bandwidth analysis to understand team capacity, identify high-leverage tasks, and optimize effort allocation.
Establish a structured MIS reporting cadence (daily/weekly/monthly) for internal and external stakeholders.
Collaborate with product and engineering teams to automate manual workflows and improve visibility across the servicing journey.
What Makes You a Great Fit
6 10 years of experience in insurance servicing, agency operations, or B2B2C sales operations.
Proven experience managing high-volume quote and policy issuance workflows with strict SLAs.
Strong understanding of life and/or health insurance processes, including underwriting, pricing, and documentation.
Hands-on experience coordinating medicals, follow-ups, and expediting insurer approvals.
Analytical mindset with a focus on metrics like quote-to-policy conversion, drop-offs, TAT, and renewal rates.
Success Metrics
In 3 Months
Quote and policy issuance workflows documented with clear SOPs and SLA tracking.
MIS cadence operational tracking daily volumes, TATs, and partner drop-offs.
Partner teams receiving faster, more accurate quotes; insurer touchpoints standardized.
In 6 Months
Conversion tracking in place with key bottlenecks identified.
Renewals system launched and driving early persistency.
Data accuracy significantly improved; reconciliations happening seamlessly.
Automation pilots initiated to reduce manual effort.
In 12 Months
Quote TAT reduced by 40%+, drop-offs lowered through faster turnarounds.
Renewals and issuance running smoothly across insurers with minimal escalations.
Operational capacity well-distributed and optimized for scale.
AssetPlus recognized for speed, reliability, and execution excellence among partners.
Why This Role Matters
Insurance operations isn t just backend it s the front line of conversion and trust. Delays in quotes or policy issuance directly impact partner confidence and revenue. As Manager Insurance Sales Operations, you ll build the systems that enable AssetPlus to scale insurance distribution efficiently and reliably.
Comfortable with CRMs, Excel, operational dashboards, MIS tools, and
communication platforms like Slack or Google Sheets.
Bonus: Exposure to working with product/tech teams on automation or
workflow tools.
