Policy Bazaar Partners (PBPartners) A Unit of Policybazaar
Position
Area Head Commercial Lines | Direct Sales
Location
As per business requirement
Department
Commercial Lines – Direct Sales
Employment Type
Full time | Field Sales | Team Handling
Working Days -6
Please reach out to me at
[email protected]
Key Responsibilities
Team Management
- Lead, manage, and motivate a team of Relationship Managers/Sales Managers.
- Set individual and team targets and drive achievement of monthly and quarterly goals.
- Monitor team productivity, customer meetings, lead generation, conversion, and closures.
- Conduct regular performance reviews and provide coaching and on-ground support.
- Accompany team members for important customer meetings and business closures.
Direct Sales & Business Development
- Drive Commercial Lines insurance business through direct customer acquisition.
- Identify new business opportunities through market mapping, references, cold calling, and field visits.
- Personally meet customers and key decision-makers to understand their requirements.
- Conduct customer presentations, negotiations, and business discussions.
- Build and maintain a strong sales pipeline.
- Achieve assigned monthly, quarterly, and annual sales targets.
Territory Management
- Develop and execute territory-level sales strategies.
- Identify new markets, customer segments, and business opportunities.
- Drive market penetration and expand the customer base.
- Monitor competitor activity, market trends, and customer requirements.
Customer Relationship Management
- Develop strong and long-term relationships with customers.
- Understand customer requirements and recommend suitable insurance solutions.
- Ensure a smooth customer experience from lead generation to policy issuance.
- Drive renewals, repeat business, cross-selling, and upselling opportunities.
Business & Performance Management
- Track team performance, sales funnel, customer meetings, and conversion ratios.
- Maintain a healthy pipeline and ensure regular follow-ups.
- Identify performance gaps and implement corrective actions.
- Ensure sustainable business growth and portfolio quality.
- Experience: 5to 10 years in Sales, with minimum 2–3 years of team-handling experience.
📌 Area Head- Ludhiana/ Amritsar/ Chandigarh(FMCG Preference)
🏢 PolicyBazaar
📍 Ludhiana