Position: Relationship Manager Department: POSP Activation & Business Procurement Reporting To: Team Leader / Assistant Manager / Manager Location: Multiple Locations Role Overview: The Relationship Manager is responsible for recruiting, onboarding, and activating Point of Sale Persons (POSPs) to sell insurance products, ensuring that they are fully equipped and supported throughout the process. This role ensures that POSPs are continuously engaged, educated, and productive, ultimately driving insurance sales. Key Responsibilities: 1. POSP Recruitment, Completion of Onboarding Process & Activation: Find suitable prospects from the Insurance & Sales professions to recruit as POS Partners. Convince and recruit POS partners to join the PolicyBoss platform. Assist recruited POSPs in completing the onboarding process, including downloading the PolicyBoss Pro App , registration, and IRDAI certification. Ensure POSPs are activated by syncing contacts and completing mandatory exams. Provide initial support and training to POSPs, enabling them to begin selling insurance immediately. 2. Sales & Business Development: Drive insurance sales through activated POSPs. Motivate POSPs to generate leads and close sales. Educate POSPs on the range of insurance products offered (Life, Health, Motor, and Non-Motor Insurance). Monitor and track POSP sales performance to ensure targets are met and exceeded. 3. Training & Support: Provide training on product features, sales techniques, and digital tools (PolicyBoss Pro App & Portal). Ensure POSPs understand commission structures, Quick Pay, InstaPay, and other unique features of the platform. Address POSPs' queries related to policies, claims, and other customer concerns. 4. Relationship Management: Develop strong relationships with POSPs to enhance retention and maximize productivity. Offer continuous guidance and support to ensure POSPs remain motivated and engaged. Actively resolve any grievances from POSPs related to policy issuance, commission payouts, or tech support. 5. Performance Tracking & Reporting: Track the performance of POSPs and ensure they achieve required sales targets. Maintain detailed records of activations, business procurement, and POSP engagement. Provide regular performance reports to team leaders or managers. Key Skills & Competencies: Sales & Relationship Building: Ability to motivate and manage multiple POSPs. Insurance Knowledge: Understanding of various insurance products and IRDAI guidelines. Communication & Training: Strong verbal and written communication skills to train and engage POSPs. Tech-Savvy: Comfortable in using: Windows / Ubuntu Operating System. MS Excel / Google Sheets. Email exchange. Full-featured use of WhatsApp Business application. Social Media applications (Instagram, Facebook, & LinkedIn). Should learn PolicyBoss CRN, Bitrix24, Horizon, PolicyBoss, Landmark ERP, SW, PBNext, PolicyBoss Pro app, and other portals and apps. Target-Driven: Ability to achieve monthly activation and business procurement goals. Problem-Solving: Quick thinking to address POSP and customer concerns effectively. Qualifications & Experience: Education: Graduate (Any Stream); MBA preferred. Experience: 1-3 years in insurance sales, banking, fintech, or a similar domain. Certification: IRDAI POSP certification (preferred but not mandatory). Compensation & Benefits: Fixed salary as per company norms. Lucrative incentive structure based on POSP activations & business generation. Opportunity to work with one of India's leading insurance fintech platforms. Career growth prospects in a fast-paced and tech-driven environment. Why Join PolicyBoss.com? Industry Leader: One of the top fintech insurance brokers in India. Full of Industry-First Features: Sync Contact, Live Brokerage, InstaPay, and Quick Pay are the industry-first features designed to help POSPs and employees stay ahead of the competition. Advanced Tech Platform: Cutting-edge digital tools for POSP sales & support. Career Growth: Well-defined career path with training and development programs. Rewards & Recognition: Competitive incentives and rewards for top performers.

Process and issue motor and general insurance policies in compliance with company guidelines. Review and verify all application documents submitted by clients to ensure completeness and accuracy. Ensure proper documentation is maintained for all policies issued, including relevant endorsements. Maintain and update internal databases to ensure policy information is accurate and up-to-date. Minimum 1 years of experience in policy issuance for motor insurance or general insurance Contact Person - Ajay Dubey Contact Number - 9326607662

Key Responsibilities: Assist in the development of .NET applications using C# and ASP.NET frameworks. Write clean, maintainable, and efficient code. Participate in designing software features and components. Work on the full software development life cycle, including analysis, design, development, and testing. Collaborate with cross-functional teams, including product managers, designers, and senior developers. Debug and troubleshoot issues in existing applications and provide solutions. Participate in code reviews and maintain high-quality coding standards. Create and maintain documentation for code and systems. Continuously improve skills and stay updated with the latest .NET technologies and best practices. Qualifications: Bachelors degree in Computer Science, Information Technology, or related field (or equivalent experience). Basic knowledge of C# and the .NET framework (ASP.NET, .NET Core, Entity Framework). Familiarity with front-end technologies such as HTML, CSS, and JavaScript. Understanding of object-oriented programming (OOP) principles. Familiarity with version control systems like Git or SVN. Knowledge of database management systems, preferably SQL Server. Ability to work well in a team environment and communicate effectively. Strong problem-solving skills and attention to detail. Desirable Skills: Exposure to cloud platforms (e.g., Azure, AWS) is a plus. Familiarity with web services (RESTful APIs, SOAP). Experience with unit testing frameworks (e.g., NUnit, MSTest). Understanding of Agile development practices. Knowledge of front-end frameworks like Angular, React, or Vue.js is a plus.

Achieving the sales target thru the agents Maintaining the product mix Ensuring the right placement as per the process Strategic planning to target the right set of agents Training and development of agents Exceptional customer service skills. Experience in recruitment and handing of agents Positive attitude & Enthusiastic. Experience in tele sales of insurance product that is (Motor, Health, & Life) Contact Person - Ajay Dubey Contact Number -9326607662

Job Overview : The Agency Manager for Motor Insurance will be responsible for managing and growing the motor insurance portfolio through a network of agents. This position requires strong leadership, strategic planning, and excellent customer relationship management skills to achieve sales targets and provide exceptional service to customers. The Agency Manager will oversee agent recruitment, training, and performance management while ensuring compliance with company policies and regulatory requirements. Key Responsibilities : Agency Recruitment & Development : Recruit and onboard agents to build a strong agency force for motor insurance products. Provide training and guidance to new and existing agents on product knowledge, sales techniques, and customer service standards. Set individual sales targets and monitor agent performance regularly. Sales & Target Achievement : Drive the achievement of sales targets by implementing effective sales strategies and motivating agents. Develop and execute marketing and promotional plans to increase motor insurance sales in the region. Track and analyze sales performance metrics to identify opportunities for improvement and growth. Relationship Management : Build and maintain strong relationships with agents to ensure high levels of motivation and engagement. Provide ongoing support to agents by addressing concerns, offering solutions, and facilitating their success. Work closely with other departments to ensure smooth and efficient service delivery for customers. Compliance & Quality Control : Ensure all motor insurance policies comply with internal guidelines, regulatory standards, and industry best practices. Monitor and ensure that all insurance claims and transactions are processed in accordance with company procedures. Handle escalated customer complaints and resolve issues promptly. Reporting & Administration : Prepare regular reports on sales performance, agent activities, and business development efforts. Maintain accurate records of agency recruitment, training, and performance. Conduct regular market research to stay updated on competitors and industry trends. Skills and Qualifications : Bachelor's degree in Business, Insurance, Marketing, or related field. Minimum of [X] years of experience in insurance sales or agency management, preferably in motor insurance. Strong knowledge of motor insurance products, sales strategies, and market dynamics. Proven ability to recruit, train, and manage a team of agents to meet business goals. Excellent communication, negotiation, and interpersonal skills. Strong leadership abilities with a proactive approach to problem-solving and team development. Ability to work independently and manage multiple priorities effectively. Proficiency in MS Office (Excel, PowerPoint, Word) and CRM software. Preferred : Insurance certifications (e.g., IRDAI certification) or relevant industry qualifications. MBA Freshers Contact Person - Ajay Dubey Contact Number -9326607662