Job Description

Job Description – Team Sales Manager: Agency & Broking (General Insurance)
Role Purpose
The Team Sales Manager – Agency & Broking is responsible for driving business growth, partner productivity, and portfolio quality across the assigned region through Agency and Broking channels. The role involves managing a team of front-line sales managers/relationship managers, strengthening partner relationships, ensuring compliance with IRDAI regulations, and delivering both top‑line and bottom‑line outcomes. The manager plays a key role in executing channel strategies, expanding the partner base, and ensuring productive collaboration with underwriting, operations, and claims functions.Key Responsibilities
1. Team Leadership & Execution Management

- Lead, guide, and mentor a team of Agency Managers and Broking Managers/Relationship Managers.

- Ensure consistent achievement of monthly and annual business targets across all assigned teams.

- Conduct structured daily/weekly performance reviews, funnel analyses, and productivity monitoring.

- Drive adherence to sales processes, service standards, and documentation accuracy.

2. Channel Management & Growth
- Drive business growth across Agency and Broking channels in the allocated territory.

- Support in implementing state and national-level distribution strategies at the team level.

- Work closely with frontline teams to recruit, onboard, and activate agents and broking partners.

- Strengthen partner engagement through structured visits, business reviews, and relationship-building activities.

3. Partner Productivity & Expansion
- Improve team and partner productivity through training, coaching, and capability-building interventions.





- Ensure high activation ratios and consistent month‑on‑month performance from agents and brokers.

- Collaborate with key brokers to develop Joint Business Plans (JBPs) and expand product penetration.

- Support in designing and implementing team-level incentive and engagement programs.

4. Portfolio Management & Profitability
- Monitor GWP achievement (new business + renewals) at a team and partner level.

- Maintain product mix targets and ensure diversified business across Motor, Health, Property, Liability, etc.

- Track and improve key metrics including COR, loss ratios, and cost of acquisition.

- Identify risk trends and work with underwriting to ensure quality business and sustainable profitability.

5. Governance, Compliance & Process Discipline
- Ensure 100% adherence to IRDAI regulations, partner code of conduct, and internal policies.

- Conduct periodic checks on documentation, licensing, commission payouts, and training compliance.

- Drive operational hygiene through timely MIS submissions, pipeline reviews, and audit readiness.

- Build a culture of ethical selling, transparency, and customer-centricity within the team.

6. Cross-Functional Coordination
- Coordinate with Underwriting, Claims, and Operations to resolve service issues and enable smooth policy issuance.





- Provide escalated support to partners to close high-value deals and ensure superior service delivery.

- Collaborate with marketing and digital teams for partner activations, campaigns, and adoption of digital tools.

Key Performance Indicators (KPIs)
Business KPIs

- Team-level GWP achievement (monthly/quarterly/annual)

- Activation ratio of agents and broking partners

- Productivity per partner (premium per active agent/broker)

- Product mix and cross-sell/upsell contribution

Portfolio & Quality Metrics
- Loss ratio performance

- Renewal retention and lapse control

- Cost of acquisition and profitability indicators

Governance & Compliance
- Audit scores and compliance adherence

- Digital adoption rates (issuance platforms, portals, CRM)

- TAT improvements in issuance, endorsements, and claim coordination

Skills & Competencies
Domain & Technical Skills

- Strong understanding of GI products: Motor, Health, Property/Fire, Liability, Marine

- Working knowledge of IRDAI norms, broking guidelines, and agency licensing rules

- Understanding of underwriting fundamentals and risk selection

- Proficiency in CRM systems, Excel, partner portals, and digital sales tools

Leadership & Behavioral Competencies
- Team management & coaching abilities

- Strong communication & interpersonal skills

- Negotiation & influencing capability

- Analytical thinking & structured problem-solving

- Proactiveness, ownership, and decision-making

- Assertiveness with the ability to manage diverse stakeholders

Job Snapshot

Updated Date

11-09-2026

Job ID

Job2109

Sub Department

Retail

Location

Mumbai - Sion, Maharashtra, India ..+ 1

Employee Type

Permanent

Employee Sub Type

Full Time

📌 Team Sales Manager Agency and Broking (India)
🏢 Go Digit General Insurance
📍 India