Team Leader

Job Description

Lead, supervise, and mentor a team of insurance advisors, agents, or service representatives Set daily, weekly, and monthly performance targets and ensure the team meets or exceeds them Provide ongoing training and support to team members on insurance products, sales techniques, and regulatory compliance Monitor individual and team performance using KPIs and performance dashboards Handle escalated client issues and ensure high levels of customer satisfaction Ensure adherence to company policies, IRDAI guidelines, and other relevant regulatory frameworks Coordinate with internal departments such as underwriting, claims, and customer support Conduct regular team meetings, one-on-ones, and performance reviews Motivate the team with goal-setting, recognition programs, and performance incentives Maintain accurate records of team performance, customer feedback, and operational reports Required Qualifications: Bachelor's degree in any discipline (preferably in finance, business, or insurance) 36 years of experience in the insurance sector, with at least 12 years in a team-leading role Strong knowledge of insurance products (life, general, or health insurance) Proven experience in sales or customer service within the insurance industry Familiarity with CRM systems and insurance sales tools