Sales manager Agency

Job Description

Position Description

A Sales Manager (Agency) is primarily responsible for managing relationships specifically for Agency channel partners and driving business through the same

Scope of work

Achieve monthly topline targets

Ensure diversification of portfolio into the motor, non-motor, health products

Responsible for recruitment of Agents through various sources to ensure achievement of business targets

Responsible for Achieving overall GWP (Gross Written Premium)

Responsible for sustainable Profitability

Responsible to maintain COR at budgeted levels

Combined Ratio- Minimizing Loss & Cost of Acquisition

Ensure month on month activation of agents as per targets set.

Coordinating with other departments such as U/W, Claims, & Operations

Responsible to maintain & enhance service levels provided to the clients thus ensuring sustenance of the existing business. This would be done through follow ups, coordination with other stakeholders for approvals, pay-outs etc. & other administrative activities for seamless working.

Ensuring IRDAI compliance regarding licensing & commission payments to Agents.

Support/guide the Agents in all activities related policy services

Train Agents/Channel partners on products, process and USPs of Company

Identify the area of improvement & enhancing business opportunity

Responsible for explorations & identification of new business avenues by way of cold calling, generation of referrals or business leads & networking through agents.

Ensure month on month activation of agents as per targets set

Managing daily reports and MIS pertaining to the branch

Monitoring daily receipts, payment and other bank transactions

Policy issuance/Cancellation/endorsement

Resolve the discrepancies raised by the Underwriter and issue policies at branch level.

Analysing and resolving the rejections of policy related issues

Handling reconciliation

Closely monitoring open receipts and recoveries and closing them on time

Handle other operational work

Professional Experience

2-6 years; GI experience in Agency

Technology Known

Excel

Behavioral Traits Required

Interpersonal Skill

Communicational Skills

Negotiation Skills

Proactiveness

Assertiveness

Flexible and supportive when situations demands

Job Snapshot

Updated Date

19-10-2026

Job ID

Job2338

Sub Department

Retail

Location

Bhopal, Madhya Pradesh, India

Experience

0 - 8 Years

Employee Type

Permanent

Employee Sub Type

Full Time