National Account Manager

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• Account Ownership & Strategy

• Develop and execute a national-level business plan for the assigned group entity.
• Identify cross-sell and up-sell opportunities across the entity's employee base, customer base, and distribution channels.

• Team building

• Build a strong team to work together with the Group companys agents and employees
• Motivate and continuously drive the team towards achieving superior productivity.

• Stakeholder Management

• Build strong relationships with senior leadership and operational teams within the group entity.
• Act as the single point of contact for all life insurance-related initiatives and escalations.

• Sales Enablement

• Collaborate with internal teams (product, underwriting, marketing) to tailor offerings for the group entity.
• Drive training, awareness, and engagement programs for the entity's staff and customers.

• Performance Monitoring

• Track and report KPIs including premium collection, policy issuance, persistency, and customer satisfaction.
• Ensure compliance with regulatory and internal standards.

• Innovation & Growth

• Propose new product ideas, bundling strategies, and digital solutions to enhance value for the group entity.
• Explore untapped segments within the entity (e.g., retirees, channel partners, vendors).

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• Bachelor's degree (MBA preferred)
• 712 years of experience in life insurance, institutional sales, or strategic account management
• Agency experience in a leadership role is desirable
• Proven success in managing large accounts or group relationships
• Strong communication, negotiation, and stakeholder management skills
• Ability to travel across India as needed
• Familiarity with IRDAI regulations and insurance operations

• Experience working within a conglomerate or managing intra-group business
• Exposure to bancassurance, affinity partnerships, or employee benefit programs
• Tech-savvy with an understanding of digital distribution and CRM tools

National Account Manager

• Annual Premium Equivalent (APE):

  Total new business premium generated from the group entity.

• Renewal Premiums:

  Persistency and renewal rates of policies sold through the group entity.

• Cross-sell Ratio:

  Number of policies sold per customer or employee within the group entity.

• Channel Penetration:

  Percentage of group entity branches, employees, or customers actively engaged in insurance products.

Relationship & Stakeholder Management

• Engagement Score:

  Feedback from key stakeholders within the group entity (e.g., satisfaction surveys, NPS).

• Activation Rate:

  Number of new touchpoints or departments within the group entity onboarded for insurance sales.

• Strategic Initiatives Delivered:

  Number and impact of customized campaigns, bundled offerings, or co-branded programs executed.

Operational Excellence

• Turnaround Time (TAT):

  Average time taken for policy issuance, claims processing, and service requests.

• Training & Enablement:

  Number of training sessions conducted for group entity staff; percentage of trained personnel.

• Digital Adoption:

  Usage of digital tools, portals, or apps by the group entity for insurance transactions.

Compliance & Risk

• Regulatory Adherence:

  Zero non-compliance incidents with IRDAI or internal audit standards.

• Data Accuracy:

  Error rate in submitted applications or documentation.

• Fraud Detection & Prevention:

  Number of flagged or prevented fraudulent cases.

Team & Collaboration

• Internal Coordination Score:

  Feedback from internal teams (e.g., underwriting, claims, product) on collaboration effectiveness.

• Project Delivery Timelines:

  On-time execution of strategic projects involving multiple departments.