Team Leader

Job Summary:

We are seeking a motivated and experienced Team Leader with a strong background in insurance to oversee and guide a team of insurance agents, customer service representatives, or claims processors. The ideal candidate will have in-depth knowledge of insurance products, policies, and processes, combined with leadership skills to drive team performance and ensure customer satisfaction.

Key Responsibilities:

• Team Management:
• Supervise, coach, and support a team of insurance professionals.
• Set performance goals and KPIs; monitor and evaluate individual and team performance.
• Conduct regular team meetings, training, and one-on-one sessions to address challenges and improve skills.
• Operations & Workflow:
• Ensure smooth daily operations related to underwriting, claims processing, policy servicing, or sales (depending on department).
• Allocate tasks effectively and manage workflow to meet deadlines and service level agreements.
• Coordinate with other departments (e.g., underwriting, claims, compliance, sales) to resolve escalated issues.
• Compliance & Quality Control:
• Ensure all team activities are compliant with internal policies and regulatory guidelines (e.g., IRDAI).
• Conduct quality checks and audits on processed applications, claims, or sales calls.
• Provide feedback and corrective actions when standards are not met.
• Customer Service & Relationship Management:
• Handle high-level customer issues and resolve escalations promptly.
• Promote a customer-first mindset within the team.
• Maintain relationships with clients, agents, or brokers as needed.
• Reporting & Analysis:
• Prepare and present performance reports to management.
• Analyze team metrics and identify areas for improvement.
• Use data to make informed decisions about coaching, resource allocation, and strategy.

Requirements:

• Bachelor's degree (preferably in Business, Insurance, Finance, or related field).
• 3–5+ years of experience in the insurance industry (life, health, general).
• Minimum 1–2 years in a supervisory or team leadership role.
• Strong knowledge of insurance processes (sales, underwriting, claims, policy servicing).
• Familiarity with insurance software/CRMs and MS Office Suite.
• Excellent leadership, communication, and interpersonal skills.
• Problem-solving mindset and ability to manage pressure.

Preferred Qualifications:

• Insurance certifications (e.g., Licentiate/Associateship from III, IRDAI certification).
• Experience with regulatory compliance and audits.
• Background in telesales, customer service, or claims management.

Work Environment:

• Office-based or hybrid (depending on company policy).
• May involve rotational shifts (if part of a contact center).
• Fast-paced, deadline-driven environment.

Job Type: Full-time

Pay: ₹20,000.00 - ₹40,000.00 per month

Benefits:

• Health insurance

Work Location: In person