Drive Life Insurance business through direct sourcing, advisors, channel partners, referrals, and customer relationships while ensuring quality business and policy conversion.
Key Responsibilities
Generate and convert Life Insurance leads across relevant product categories.
Develop and manage relationships with customers, advisors, channel partners, and bankers.
Coordinate with bankers, insurance companies, underwriting, and operations teams for smooth policy processing.
Understand customer needs and recommend suitable Life Insurance solutions based on requirements.
Manage the complete process from lead generation, proposal, documentation, underwriting to policy issuance.
Develop and activate recent advisor and channel-partner networks.
Monitor pipeline, renewals, pending cases, 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.
Current advisor/channel-partner acquisition and activation.
Business quality, persistency, documentation accuracy, and turnaround time.
Timely MIS reporting and effective pipeline management.
📌 Senior Manager – Life Insurance Pune (India)
🏢 INFINITYARTHVISHVA ADVISORY PRIVATE
📍 India
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