Job Summary

We are looking for an energetic and result-oriented Team Leader – Insurance Sales to lead and manage a team of sales executives and achieve business targets.

The Team Leader will be responsible for driving sales performance, monitoring daily activities, coaching team members, ensuring proper follow-up with customers, and achieving monthly business targets while maintaining quality and compliance standards.

Key Responsibilities1. Team Management

- Manage, guide, and motivate a team of Insurance Sales Executives.
- Allocate leads and ensure proper utilization of available data.
- Monitor daily attendance, login, calling, follow-ups, and sales activities.
- Conduct daily team huddles and performance reviews.
- Support team members in achieving individual and team targets.

1. Sales & Business Development

- Achieve monthly and quarterly sales targets assigned to the team.
- Monitor individual team member performance against targets.
- Drive new business through effective customer engagement and follow-up.
- Ensure proper follow-up on leads, quotations, renewals, and pending cases.
- Identify opportunities to increase conversion and revenue.
- Support team members in handling difficult customer conversations and closing sales.

1. Performance Monitoring

- Track daily sales, calls, conversions, follow-ups, and pending cases.
- Prepare and submit daily, weekly, and monthly performance reports.
- Identify low-performing employees and provide necessary coaching and support.
- Set action plans to improve team productivity and conversion rates.




- Maintain proper sales MIS and records.

1. Training & Coaching

- Provide regular product and sales training to team members.
- Conduct role plays and mock customer calls.
- Coach employees on sales techniques, objection handling, and closing skills.
- Help current employees understand products, processes, systems, and sales procedures.
- Share market and customer feedback with the management.

1. Customer & Process Management

- Ensure customers receive accurate information regarding insurance products, premiums, coverage, exclusions, and terms.
- Ensure proper documentation and timely processing of business.
- Handle escalated customer issues and coordinate with the concerned departments for resolution.
- Ensure team members follow approved sales processes and company guidelines.

1. Compliance & Quality

- Ensure all sales activities are carried out in accordance with company policies and applicable insurance regulations.
- Ensure that employees do not provide misleading information or make unauthorized commitments to customers.
- Monitor call quality and sales practices.
- Maintain confidentiality of customer and company information.

1. Coordination

- Coordinate with HR, MIS, Operations, Accounts, Claims, and other departments whenever required.
- Work closely with the Sales Manager / Business Head to achieve organizational objectives.
- Provide regular feedback regarding team performance, customer requirements, and market trends.

Pay: ₹13,983.07 - ₹30,000.00 per month

Work Location: In person

📌 Team Leader - Sales (RT Nagar)
🏢 Accident Relief care
📍 RT Nagar