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Job Description
We are seeking an experienced and data-driven Insurance Telesales Operations Team Leader to lead and scale our insurance telesales floor. In this role, you will optimize sales workflows, manage team performance, monitor call quality, and ensure strict compliance with health insurance sales regulations and customer data privacy standards.
Key Responsibilities:
1. Operations & Floor Management
· Oversee daily operations of the health insurance telesales floor to ensure high call connectivity, low drop rates, and optimal agent utilization.
· Monitor real-time queue metrics, call flows, and conversion dashboards to meet daily, weekly, and monthly sales quotas.
· Manage dialer infrastructure, CRM routing, and lead-allocation rules in partnership with the IT and tech support teams.
2. Team Leadership & Coaching
· Lead, mentor, and evaluate a team of Telesales Team members and Health Insurance Sales Representatives.
· Conduct regular call listening, pitch evaluations, and 1-on-1 coaching sessions to improve objection handling and product pitching.
· Drive employee engagement, manage shift rosters, control attrition, and conduct regular training on new health insurance policies and riders.
3. Compliance & Quality Assurance
· Ensure all sales pitches, policy explanations, and customer disclosures strictly comply with regulatory guidelines (e.g., IRDAI norms, HIPAA/data privacy protocols).
· Partner with the Quality Assurance (QA) and Risk/Compliance teams to audit recorded calls and resolve customer escalations or grievance reports.
4. Performance Analytics & Reporting
· Track key performance indicators (KPIs) including AHT (Average Handle Time), conversion rate, First-Call Resolution (FCR), cost per acquisition (CPA), and overall Gross Written Premium (GWP).
· Prepare daily, weekly, and executive reporting on sales pipeline health, campaign performance, and target vs. actual variances.
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Qualifications & Requirements
Education: Graduation in any stream is preferred, Bachelor's degree in Business Administration, Healthcare Management, Finance, or a related field; MBA or health insurance certification is a plus.
Experience:
· Minimum of 2+ years of experience in Telesales or call center operations, with at least 1 years in a Team Leader/operations role.
· Preferrable IRDAI certified not a mandate
· Deep domain knowledge of General /health insurance products, underwriting criteria, claims assistance, and medical-history disclosures.
Skills & Technical Proficiency:
· Strong proficiency in CRM software (e.g., Salesforce, Zoho, LeadSquared) and predictive dialer systems.
· Advanced data analysis skills (Excel, SQL, or BI reporting tools).
· In-depth understanding of insurance regulatory compliance.
· Exceptional problem-solving, communication, and crisis-management skills under pressure
Master of Accounting, Bachelor Of Technology (B.Tech/B.E), Doctor of Medicine (M.D/M.S), Masters in Technology (M.Tech/M.E), Masters in Arts (M.A), Bachelor of Dental Surgery (B.D.S), Bachelor of Homeopathic Medicine and Surgery (BHMS), Master of Planning (M.Plan), Bachelor of Science (B.Sc), Bachelor in General Studies (BGS), Bachelors of Law (B.L/L.L.B), Bachelor of Applied Science (BAS), Master OF Business Administration (M.B.A), Bachelor of Ayurvedic Medicine and Surgery (BAMS), Bachelor of Arts (B.A), Master of Commerce (M.Com), Master of Law (M.L/L.L.M), Doctor of Audiology (AuD), Master of Education (M.Ed), Bachelor of Commerce (B.Com), Master of Liberal Arts (MLA/ALM), Doctor of Jurisprudence, Master of Music (MM/MMus), Bachelor of Business Administration (B.B.A), Bachelor Of Pharmacy (B.Pharm), Doctor of Ministry, Masters in Communications Disorders (MCD), Master of Fine Arts (MFA), Bachelor of Music Education (B.M.E.), Doctor of Psychology (Psy. D./D. Psych.), Master of Professional Accountancy (MPA), Bachelor of Social Work (B.S.W), MBBS, Doctor of Public Health (DrPH), Doctor of Musical Arts (DMA), Master of Tax Accounting, Master of Health Administration (MHA), Doctor of Science (DSc/ScD), Doctor of Veterinary Medicine (DVM), Bachelor of Music, Master of Health Science (MHSc), Master of Public Administration (MPA), Master of Real Estate Development, Master of Public Health (MPH), Bachelor of Education (B.Ed), Master of Pharmacy (M.Pharm), Master of Divinity, Masters of Architecture (M.Arch), Doctor of Education, Bachelor of Interdisciplinary Studies, Master of Natural Resources (MNR), Master of Library & Information Science (MLIS), Bachelor in Hotel Management (B.H.M), Bachelor of Architecture (B.Arch), Master of Social Work (M.S.W), Master in Landscape Architecture, Doctor of Physical Therapy, Doctor of Dental Surgery/Medicine (DDS/DMD), Doctor of Optometry, Doctor of Pharmacy (PharmD), Master in Computer Application (M.C.A), Master of Library Science, Doctor of Nursing Practice (DNP), Doctor of Chiropractic (DC), Master of Technical & Professional Communication, Bachelor of Health Science, Doctor of Business Administration (DBA), Bachelor Of Computer Application (B.C.A), Bachelor of Liberal Arts (BLA/ALB)
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About Company
Click1 is a Kolkata, India-based Human Resource Management company specializing in end-to-end recruitment and workforce solutions. We are committed to delivering skilled, efficient, and reliable services to both clients and candidates. Our vision is to connect talent with opportunity by providing quality recruitment solutions, effective workforce planning, and cost-efficient hiring strategies. Our experienced Talent Acquisition team understands diverse workforce needs and ensures quality-driven hiring. We also support candidates through career guidance, interview preparation, personal grooming, and HR consulting to enhance their professional growth. With a rapidly expanding client base across industries, we strive to build long-term partnerships by delivering dependable recruitment services, maintaining high standards of quality, and creating a resourceful, growth-oriented environment for clients and candidates alike.
