Sales Manager

Job Description – Life Insurance Manager (BPO)

Position Overview

The Life Insurance Manager will lead and manage a team of insurance professionals within a BPO environment. This role is responsible for driving sales growth, ensuring compliance with regulatory standards, managing claims and underwriting processes, and delivering exceptional customer service. The manager will act as a bridge between clients, operations, and leadership to ensure smooth execution of insurance processes.

Key Responsibilities

• Team Leadership & Management

• Lead, mentor, and manage a team of insurance agents and process executives.
• Conduct training sessions and workshops to enhance product knowledge and compliance awareness.
• Monitor performance metrics and ensure achievement of sales and service targets.

• Insurance Operations

• Oversee life insurance processes including policy issuance, underwriting, and claims management.
• Ensure accuracy and timeliness in handling customer requests and escalations.
• Drive process excellence and identify opportunities for workflow optimization.

• Compliance & Risk Management

• Ensure adherence to IRDAI guidelines, company policies, and BPO compliance standards.
• Maintain audit-ready documentation and support internal/external audits.
• Mitigate risks by implementing robust quality checks and controls.

• Client & Stakeholder Management

• Build and maintain strong client relationships to drive satisfaction and retention.
• Collaborate with cross-functional teams to align operations with client expectations.
• Provide regular updates and reports to senior management.

• Strategic Planning

• Develop and implement sales and service strategies for life insurance products.
• Stay updated with industry trends, competitor activities, and regulatory changes.
• Contribute to business growth through innovative solutions and process improvements.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Insurance, or related field.
• 5–10 years of experience in life insurance operations, with at least 3 years in a managerial role (preferably in BPO/outsourcing).
• Strong knowledge of life insurance products, underwriting, and claims processes.
• Proficiency in CRM tools, ATS/HRMS systems, and data analysis platforms (Excel, Tableau, Salesforce).
• Excellent communication, leadership, and problem-solving skills.

Key Skills Required

• Technical:

  Risk assessment, claims management, regulatory compliance, financial analysis.

• Leadership:

  Coaching, performance management, conflict resolution, strategic planning.

• Analytical:

  Data-driven decision-making, process optimization, reporting.

• Soft Skills:

  Customer relationship management, adaptability, negotiation, empathy.

Life Insurance Manager in a BPO

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Role & responsibilities

Preferred candidate profile