Job Role

Drive Health Insurance business through direct sourcing, advisors, bankers, corporate clients, channel partners, and customer referrals while ensuring quality business and timely policy issuance.

Key Responsibilities

* Generate and convert Health Insurance leads across individual, family, group, and corporate segments.

* Develop and manage relationships with customers, advisors, bankers, corporate clients, and channel partners.

* Coordinate with bankers, insurers, underwriting, operations, and claims teams for smooth policy processing.

* Understand customer requirements and provide suitable Health Insurance solutions.

* Manage the complete process from lead generation, quotation, proposal, documentation, underwriting to policy issuance.





* Develop and activate new advisor and channel-partner networks.

* Monitor renewals, pending cases, pipeline, and maintain accurate MIS.

Performance Criteria

* Achievement of assigned monthly and quarterly business targets.

* Consistent target achievement, premium generation, and revenue contribution.

* Lead-to-proposal and proposal-to-policy conversion.

* Recent advisor/channel-partner acquisition and activation.

* Renewal/persistency performance, case quality, documentation accuracy, and TAT.

* Timely MIS reporting and effective pipeline management.

📌 Senior Manager – Health Insurance (Pune)
🏢 INFINITYARTHVISHVA ADVISORY PRIVATE
📍 Pune