Job Description:

Job Title

Team Lead – Direct Channel (Life Insurance)

Department

Sales / Direct Business / Health Insurance

Role Overview

The Team Lead – Direct Channel is responsible for managing a team of Direct Sales Executives (DSEs) to drive health insurance sales through direct channels such as walk-ins, inbound leads, digital enquiries, and corporate tie-ups. The role focuses on team productivity, revenue growth, customer acquisition, and compliance.

Key Responsibilities

Sales & Revenue Management

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Drive health insurance sales targets for the direct channel

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Ensure achievement of monthly, quarterly, and annual business goals

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Monitor daily sales performance and conversion ratios

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Implement sales strategies to improve lead-to-policy conversion

Team Management & Development

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Recruit, train, and manage Direct Sales Executives

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Conduct regular sales coaching, product training, and motivation sessions

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Track individual performance and ensure productivity benchmarks

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Manage attendance, discipline, and team engagement

Lead & Customer Management

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Handle inbound leads, walk-ins, and digital enquiries

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Ensure proper lead allocation and follow-ups

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Support the team in closing high-value or complex cases

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Maintain high customer satisfaction and retention levels

Product & Process Compliance

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Ensure adherence to IRDAI regulations and company policies

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Monitor KYC, documentation, and policy issuance processes

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Minimize policy rejections, cancellations, and mis-selling risks

MIS & Reporting

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Prepare and submit daily/weekly sales MIS and funnel reports

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Track persistency, renewals, and claims escalations

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Provide market feedback and competitor insights to management

Key Skills & Competencies

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Robust knowledge of health insurance products (Retail, Family Floater, Group)

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Team handling and people management skills

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Sales planning, negotiation, and closing abilities

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Understanding of direct sales channels & digital leads

📌 Aditya Birla Life (Ahmedabad)
🏢 Acura Solution
📍 Ahmedabad