Key ResponsibilitiesTeam Management

- Lead, supervise and motivate the Vehicle Insurance Sales/Operations team.
- Allocate daily and monthly targets to team members.
- Monitor individual and team performance.
- Conduct regular team meetings and performance reviews.
- Train team members on vehicle insurance products, processes and sales techniques.
- Ensure proper follow-up and conversion of insurance leads.

Vehicle Insurance Sales

- Drive new vehicle insurance business generated through vehicle loan customers.
- Manage Motor/Vehicle Insurance - New Policy, Renewal and Cross-Selling.
- Generate business through existing customers, dealer networks and loan customers.
- Ensure timely renewal follow-up before policy expiry.
- Achieve monthly premium/revenue and policy-count targets.
- Handle customer queries related to policy, renewal, premium, endorsements and claims.

Loan & Dealer Coordination

- Coordinate closely with the Vehicle Loan Sales, Credit, Collection and Dealer teams.
- Ensure insurance requirements are completed before/along with vehicle loan disbursement wherever applicable.
- Develop strong working relationships with automobile dealers and channel partners.
- Track pending insurance cases and ensure timely closure.

MIS & Reporting

- Maintain daily and monthly insurance sales reports.
- Track leads, conversions, renewals, premium collection and pending cases.
- Submit regular performance reports to management.
- Monitor team-wise and individual-wise target achievement.
- Ensure accurate documentation and policy records.

Customer & Insurance Company Coordination

- Coordinate with insurance companies, brokers and TPAs/other relevant partners.




- Resolve policy-related issues and escalations.
- Ensure accurate customer and vehicle documentation.
- Support customers with policy servicing, endorsements and renewal requirements.

Candidate Requirements

- Graduate in any discipline; MBA/PGDM will be an advantage.
- 2-5 years of relevant experience in Motor/Vehicle Insurance, Insurance Broking, Auto Finance or Vehicle Loan business.
- Prior experience in team handling and insurance sales is preferred.
- Good knowledge of motor insurance products and renewal processes.
- Experience working with automobile dealers or vehicle finance companies will be an advantage.
- Strong sales, negotiation and customer-handling skills.
- Good communication and team-management abilities.
- Comfortable working with MS Excel, email and basic MIS/reporting.
- Target-oriented and capable of managing a sales team independently.

Preferred Candidate Profile

- Stable employment history with reasonable tenure in previous organizations.
- Experience managing a team of 5-15 members will be preferred.
- Candidates with an established dealer/automobile/finance network in Agra will be preferred.
- Solid understanding of the local automobile and vehicle-finance market.
- Should be comfortable working in a target-driven environment.

Key Performance Indicators (KPIs)

- Monthly insurance policy volume
- Gross Written Premium / premium achievement
- Insurance renewal percentage
- Lead-to-policy conversion
- Team target achievement
- Dealer/channel productivity
- Customer retention
- Pending-case closure
- Team productivity and attendance
- Experience: 1-3Yrs
- Education: Any Graduate
- Skills: tele calling officer, vehicle insurance sales

📌 Team Lead - Vehicle Insurance (Agra)
🏢 Smart4Talent
📍 Agra