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Agency Manager

Niva Bupa · Coimbatore

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<div class="sds-body-l-book sds-text-neutral-body sds-margin-bottom-16" style="font-family:DarwinSans, 'Noto Sans Variable';color:rgb(32,32,32);font-weight:400;font-size:16px;line-height:20px;">Job Description</div><div class="job-description-container" style="font-family:DarwinSans, Roboto, sans-serif;color:rgb(0,0,0);font-size:16px;"><div class="sds-body-m-book sds-text-neutral-title" style="font-family:DarwinSans, 'Noto Sans Variable';color:rgb(19,19,19);font-weight:400;font-size:14px;line-height:16px;"><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Arial, sans-serif;font-weight:bolder;color:rgb(42,51,62);"><u style="font-family:DarwinSans, Roboto, sans-serif;"><span lang="en-in" xml:lang="en-in">About Niva Bupa:</span></u></span></p><p class="MsoNormal" style="font-family:DarwinSans, Roboto, sans-serif;margin-bottom:1rem;text-align:justify;"><span lang="en-in" xml:lang="en-in">Niva Bupa Health Insurance Company Limited is a Public Listed Company on Stock exchange(s). The company’s purpose is to give every Indian the confidence to access the best healthcare. It intends to play the role of an enabler in the lives of its customers and help them live life without constraints. This is reflected in its brand philosophy – ‘Zindagi Ko Claim Kar Le’.</span></p><p class="MsoNormal" style="font-family:DarwinSans, Roboto, sans-serif;margin-bottom:1rem;text-align:justify;"><span lang="en-in" xml:lang="en-in">As of December 31, 2025, Niva Bupa had over 210 physical branches across India. It additionally offers health insurance through its ecosystem partners including 2.2 Lakh agents, 575+ brokers, and over 115 Banca & Other Corporate Agency Partners. The company currently covers 24.5 million lives and has 10,587 hospitals empanelled in its hospital network. </span></p><p class="MsoNormal" style="font-family:DarwinSans, Roboto, sans-serif;margin-bottom:1rem;text-align:justify;"><span lang="en-in" xml:lang="en-in">Niva Bupa has consistently maintained 90%+ claim settlement ratio over the last 4 financial years, having ended Q3FY26 with claim settlement ratio of 94.1%. With an employee base of over 10,100 people, the company is a certified Great Place to Work six times in a row.</span></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:inherit;margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:700;font-size:inherit;line-height:inherit;vertical-align:baseline;"><u style="font:inherit;margin:0px;padding:0px;border:0px;vertical-align:baseline;">Role & responsibilities</u></span></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:inherit;margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:700;font-size:inherit;line-height:inherit;vertical-align:baseline;"><u style="font:inherit;margin:0px;padding:0px;border:0px;vertical-align:baseline;">JOB SUMMARY</u></span></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:inherit;margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:700;font-size:inherit;line-height:inherit;vertical-align:baseline;">(Primary function and purpose of this role)</span></p><ul style="font-family:Manrope;padding:0px 0px 0px 1.5em;margin:0px;border:0px;line-height:inherit;vertical-align:baseline;list-style:none;color:rgb(46,44,52);letter-spacing:0.175px;"><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Enable achievement of key business outcomes</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Build a quality Agency by focusing on quality of hire and skilling</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Ensure adherence to all statutory and compliance requirements</li></ul><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><br style="font-family:DarwinSans, Roboto, sans-serif;" /></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:inherit;margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:700;font-size:inherit;line-height:inherit;vertical-align:baseline;"><u style="font:inherit;margin:0px;padding:0px;border:0px;vertical-align:baseline;">KEY RESPONSIBILITIES</u></span></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:inherit;margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:700;font-size:inherit;line-height:inherit;vertical-align:baseline;">A. Achievement of Business Plans</span></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><br style="font-family:DarwinSans, Roboto, sans-serif;" /></p><ul style="font-family:Manrope;padding:0px 0px 0px 1.5em;margin:0px;border:0px;line-height:inherit;vertical-align:baseline;list-style:none;color:rgb(46,44,52);letter-spacing:0.175px;"><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Ability to manage all the parameters of their business;</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Recruitment</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Activisation</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Premium Collection</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Case Rate and Case count</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Persistency</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Ensure that the Agents are engaged, motivated and productive by forging a strong relationship</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Ensure that Agents are constantly inducted, activated and productive</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Drive the incentive schemes to ensure that the Agents income exceeds benchmark</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Drive the R&R schemes floated by HO, ZO and branch</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Support the Agents in liaison with the HO for addressing their requirements/ concerns</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Being fully compliant to all the norms laid down by the regulators and the company</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Manage channel conflicts in the team</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">To achieve product wise targets & profitability</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Understand the Agents business in depth and seek opportunities for business development and revenue generation</li></ul><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:inherit;margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:700;font-size:inherit;line-height:inherit;vertical-align:baseline;">B. Team Building</span></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><br style="font-family:DarwinSans, Roboto, sans-serif;" /></p><ul style="font-family:Manrope;padding:0px 0px 0px 1.5em;margin:0px;border:0px;line-height:inherit;vertical-align:baseline;list-style:none;color:rgb(46,44,52);letter-spacing:0.175px;"><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Goal setting of all Agents in the team.</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Regular and periodic review, monitoring and mentoring of all the relationship they are managing to ensure that they are on track to achieve their goals</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Regular Field observation and Demonstration with the agency force</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Regular Agent visit</li></ul><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><br style="font-family:DarwinSans, Roboto, sans-serif;" /></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:inherit;margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:700;font-size:inherit;line-height:inherit;vertical-align:baseline;"><u style="font:inherit;margin:0px;padding:0px;border:0px;vertical-align:baseline;">Key Measures of Performance</u></span></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:inherit;margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:700;font-size:inherit;line-height:inherit;vertical-align:baseline;">Major performance assessing criteria and expectations from the role)</span></p><ul style="font-family:Manrope;padding:0px 0px 0px 1.5em;margin:0px;border:0px;line-height:inherit;vertical-align:baseline;list-style:none;color:rgb(46,44,52);letter-spacing:0.175px;"><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">New GWP</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Renewal GWP</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Renewal no. of cases</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Active agents and PA</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">New Agents Hiring</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Audit findings</li></ul><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><br style="font-family:DarwinSans, Roboto, sans-serif;" /></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:inherit;margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:700;font-size:inherit;line-height:inherit;vertical-align:baseline;"><u style="font:inherit;margin:0px;padding:0px;border:0px;vertical-align:baseline;">Key Relationships (Internal / External)</u></span></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:inherit;margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:700;font-size:inherit;line-height:inherit;vertical-align:baseline;">(Key internal and external stakeholders)</span></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;">Internal: Agency Team & Cross Functional Teams</p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;">External: Agents & Policy Holders</p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><br style="font-family:DarwinSans, Roboto, sans-serif;" /></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:inherit;margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:700;font-size:inherit;line-height:inherit;vertical-align:baseline;">Preferred candidate profile</span></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:inherit;margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:700;font-size:inherit;line-height:inherit;vertical-align:baseline;">A. Analytical Skills</span></p><ul style="font-family:Manrope;padding:0px 0px 0px 1.5em;margin:0px;border:0px;line-height:inherit;vertical-align:baseline;list-style:none;color:rgb(46,44,52);letter-spacing:0.175px;"><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Designing Sales Strategies to achieve the business goals</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Analytical skills to read , interpret MIS</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Skill sets to handle a team of agents to achieve the business goals</li></ul><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><br style="font-family:DarwinSans, Roboto, sans-serif;" /></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:inherit;margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:700;font-size:inherit;line-height:inherit;vertical-align:baseline;">B. Domain Knowledge</span></p><ul style="font-family:Manrope;padding:0px 0px 0px 1.5em;margin:0px;border:0px;line-height:inherit;vertical-align:baseline;list-style:none;color:rgb(46,44,52);letter-spacing:0.175px;"><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Sound domain knowledge of the health insurance policies and practice in India</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Good knowledge of the legal and regulatory requirements and compliances</li></ul><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><br style="font-family:DarwinSans, Roboto, sans-serif;" /></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:inherit;margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:700;font-size:inherit;line-height:inherit;vertical-align:baseline;">C. Leadership Attributes</span></p><ul style="font-family:Manrope;padding:0px 0px 0px 1.5em;margin:0px;border:0px;line-height:inherit;vertical-align:baseline;list-style:none;color:rgb(46,44,52);letter-spacing:0.175px;"><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Strong written and verbal communication skills</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Ability to manage a team, keep it motivated.</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Result orientation</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Ability to spot and utilize opportunities.</li><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Energetic and enthusiastic personality</li></ul><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><br style="font-family:DarwinSans, Roboto, sans-serif;" /></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:inherit;margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:700;font-size:inherit;line-height:inherit;vertical-align:baseline;"><u style="font:inherit;margin:0px;padding:0px;border:0px;vertical-align:baseline;">Minimum Qualification</u></span></p><ul style="font-family:Manrope;padding:0px 0px 0px 1.5em;margin:0px;border:0px;line-height:inherit;vertical-align:baseline;list-style:none;color:rgb(46,44,52);letter-spacing:0.175px;"><li style="font:inherit;margin:0px;padding:0px 0px 0px 1.5em;border:0px;vertical-align:baseline;list-style-type:none;">Graduation in any discipline from a recognized educational institute</li></ul><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><br style="font-family:DarwinSans, Roboto, sans-serif;" /></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;"><span style="font-family:inherit;margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:700;font-size:inherit;line-height:inherit;vertical-align:baseline;"><u style="font:inherit;margin:0px;padding:0px;border:0px;vertical-align:baseline;">Minimum Experience</u></span></p><p style="font-family:Manrope;margin-bottom:0px;padding:0px 0px 0.5rem;border:0px;line-height:inherit;vertical-align:baseline;color:rgb(46,44,52);letter-spacing:0.175px;">Experience - 1-5 years of relevant work experience.</p></div></div>