Role & responsibilities
Generate health insurance business through E-Agency and digital sales channels.
Identify, onboard and develop new agency/advisor partners.
Generate leads through digital platforms, referrals, online campaigns and market activities.
Connect with customers, understand their insurance requirements and recommend suitable health insurance solutions.
Follow up with prospects and convert leads into successful policy sales.
Maintain robust relationships with customers and agency partners.
Conduct regular online/offline meetings, product presentations and training sessions for partners.
Achieve monthly and quarterly sales, premium and activation targets.
Support partners with quotations, documentation, policy issuance and service-related requirements.
Coordinate with internal teams for smooth processing of proposals, endorsements, renewals and claims-related queries.




Maintain accurate customer and sales records in CRM and ensure timely reporting.
Ensure adherence to company policies, sales processes and applicable insurance regulations.

Preferred candidate profile
Graduate in any discipline.
15 years of experience in Health Insurance / General Insurance / Life Insurance / Banking / BFSI / Sales preferred.
Experience in E-Agency, Agency, Digital Sales or Partner Sales will be an advantage.
Solid communication, negotiation and relationship-management skills.
Comfortable with digital platforms, CRM tools and online customer engagement.
Strong sales orientation and target-driven approach.
Valuable knowledge of the local Gujarat market and willingness to travel when required.
Knowledge of Gujarati/Hindi along with basic English communication will be an advantage.

📌 Unit Manager Valsad
🏢 SKILLVENTORY
📍 Valsad