Team Sales Manager Agency and Broking

Go Digit General Insurance · Pune

Collected role description

<div style="color:rgb(0,0,0);"><h6>Job Description – Team Sales Manager: Agency & Broking (General Insurance) Role Purpose The Team Sales Manager – Agency & Broking is responsible for driving business growth, partner productivity, and portfolio quality across the assigned region through Agency and Broking channels. The role involves managing a team of front-line sales managers/relationship managers, strengthening partner relationships, ensuring compliance with IRDAI regulations, and delivering both top‑line and bottom‑line outcomes. The manager plays a key role in executing channel strategies, expanding the partner base, and ensuring efficient collaboration with underwriting, operations, and claims functions.Key Responsibilities 1. Team Leadership & Execution Management</h6><ul><li>Lead, guide, and mentor a team of Agency Managers and Broking Managers/Relationship Managers.</li></ul><ul><li>Ensure consistent achievement of monthly and annual business targets across all assigned teams.</li></ul><ul><li>Conduct structured daily/weekly performance reviews, funnel analyses, and productivity monitoring.</li></ul><ul><li>Drive adherence to sales processes, service standards, and documentation accuracy.</li></ul>2. Channel Management & Growth<ul><li>Drive business growth across Agency and Broking channels in the allocated territory.</li></ul><ul><li>Support in implementing state and national-level distribution strategies at the team level.</li></ul><ul><li>Work closely with frontline teams to recruit, onboard, and activate agents and broking partners.</li></ul><ul><li>Strengthen partner engagement through structured visits, business reviews, and relationship-building activities.</li></ul>3. Partner Productivity & Expansion<ul><li>Improve team and partner productivity through training, coaching, and capability-building interventions.</li></ul><ul><li>Ensure high activation ratios and consistent month‑on‑month performance from agents and brokers.</li></ul><ul><li>Collaborate with key brokers to develop Joint Business Plans (JBPs) and expand product penetration.</li></ul><ul><li>Support in designing and implementing team-level incentive and engagement programs.</li></ul>4. Portfolio Management & Profitability<ul><li>Monitor GWP achievement (new business + renewals) at a team and partner level.</li></ul><ul><li>Maintain product mix targets and ensure diversified business across Motor, Health, Property, Liability, etc.</li></ul><ul><li>Track and improve key metrics including COR, loss ratios, and cost of acquisition.</li></ul><ul><li>Identify risk trends and work with underwriting to ensure quality business and sustainable profitability.</li></ul>5. Governance, Compliance & Process Discipline<ul><li>Ensure 100% adherence to IRDAI regulations, partner code of conduct, and internal policies.</li></ul><ul><li>Conduct periodic checks on documentation, licensing, commission payouts, and training compliance.</li></ul><ul><li>Drive operational hygiene through timely MIS submissions, pipeline reviews, and audit readiness.</li></ul><ul><li>Build a culture of ethical selling, transparency, and customer-centricity within the team.</li></ul>6. Cross-Functional Coordination<ul><li>Coordinate with Underwriting, Claims, and Operations to resolve service issues and enable smooth policy issuance.</li></ul><ul><li>Provide escalated support to partners to close high-value deals and ensure superior service delivery.</li></ul><ul><li>Collaborate with marketing and digital teams for partner activations, campaigns, and adoption of digital tools.</li></ul><hr />Key Performance Indicators (KPIs) Business KPIs<ul><li>Team-level GWP achievement (monthly/quarterly/annual)</li></ul><ul><li>Activation ratio of agents and broking partners</li></ul><ul><li>Productivity per partner (premium per active agent/broker)</li></ul><ul><li>Product mix and cross-sell/upsell contribution</li></ul>Portfolio & Quality Metrics<ul><li>Loss ratio performance</li></ul><ul><li>Renewal retention and lapse control</li></ul><ul><li>Cost of acquisition and profitability indicators</li></ul>Governance & Compliance<ul><li>Audit scores and compliance adherence</li></ul><ul><li>Digital adoption rates (issuance platforms, portals, CRM)</li></ul><ul><li>TAT improvements in issuance, endorsements, and claim coordination</li></ul><hr />Skills & Competencies Domain & Technical Skills<ul><li>Strong understanding of GI products: Motor, Health, Property/Fire, Liability, Marine</li></ul><ul><li>Working knowledge of IRDAI norms, broking guidelines, and agency licensing rules</li></ul><ul><li>Understanding of underwriting fundamentals and risk selection</li></ul><ul><li>Proficiency in CRM systems, Excel, partner portals, and digital sales tools</li></ul>Leadership & Behavioral Competencies<ul><li>Team management & coaching abilities</li></ul><ul><li>Strong communication & interpersonal skills</li></ul><ul><li>Negotiation & influencing capability</li></ul><ul><li>Analytical thinking & structured problem-solving</li></ul><ul><li>Proactiveness, ownership, and decision-making</li></ul><ul><li>Assertiveness with the ability to manage diverse stakeholders</li></ul></div>

Collected experience requirement

2 - 10 Years