Job Description:

Job Title

Team Lead – Direct Channel (Health 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

- Drive health insurance sales targets for the direct channel

- Ensure achievement of monthly, quarterly, and annual business goals

- Monitor daily sales performance and conversion ratios

- Implement sales strategies to improve lead-to-policy conversion

Team Management & Development
- Recruit, train, and manage Direct Sales Executives

- Conduct regular sales coaching, product training, and motivation sessions

- Track individual performance and ensure productivity benchmarks

- Manage attendance, discipline, and team engagement

Lead & Customer Management
- Handle inbound leads,



walk-ins, and digital enquiries

- Ensure proper lead allocation and follow-ups

- Support the team in closing high-value or complex cases

- Maintain high customer satisfaction and retention levels

Product & Process Compliance
- Ensure adherence to IRDAI regulations and company policies

- Monitor KYC, documentation, and policy issuance processes

- Minimize policy rejections, cancellations, and mis-selling risks

MIS & Reporting
- Prepare and submit daily/weekly sales MIS and funnel reports

- Track persistency, renewals, and claims escalations

- Provide market feedback and competitor insights to management

Key Skills & Competencies

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

- Team handling and people management skills

- Sales planning, negotiation, and closing abilities

- Understanding of direct sales channels & digital leads

- Excellent communication and customer-handling skills

📌 Aditya Birla Capital / Direct Channel - Team Lead / Ahmedabad
🏢 Acura Solution
📍 Ahmedabad