Job Description
This job is provided by apna.co ob Description – Insurance Sales Manager / Insurance Relationship ManagerJob Title: Insurance Sales Manager
Job Summary
We are seeking a dynamic and results-driven Insurance Sales Manager to drive insurance business through customer acquisition, relationship management, and sales growth. The ideal candidate should have strong knowledge of life, health, motor, and general insurance products with excellent communication and sales skills.
Key ResponsibilitiesGenerate leads and acquire new customers for insurance products.
Sell Life, Health, Motor, and General Insurance policies.
Understand customer financial needs and recommend suitable insurance solutions.
Build and maintain long-term customer relationships.
Achieve monthly and annual sales targets.
Cross-sell and upsell insurance products to existing customers.
Assist customers with policy issuance, renewals, and claims support.
Ensure compliance with IRDAI regulations and company policies.
Maintain accurate customer records using CRM systems.
Conduct customer meetings, presentations, and financial awareness sessions.
Coordinate with underwriting and operations teams for timely policy processing.
Monitor market trends and competitor activities.
Required SkillsStrong Sales And Negotiation Skills.
Excellent communication and interpersonal skills.
Customer relationship management.
Insurance product knowledge.
Lead generation and business development.
Cross-selling and upselling.
Problem-solving and analytical skills.
Time management and organizational skills.
Proficiency in MS Office and CRM software.
QualificationsBachelor's Degree In Any Discipline (MBA Preferred).
1–5+ years of experience in insurance, banking, NBFC, or financial services.
IRDAI certification is an added advantage.
Preferred ExperienceLife Insurance
Health Insurance
Motor Insurance
General Insurance
Bancassurance
Agency Channel
Direct Sales
Corporate Sales
Key Performance Indicators (KPIs)Monthly sales target achievement.
Number of new policies issued.
Premium collection.
Customer retention and renewal ratio.
Cross-sell and upsell performance.
Customer satisfaction and service quality.
