Branch Manager (Insurance)

Company: Saferspace Insurance Broking Pvt. Ltd.

Department: Sales & Business Development

Experience: 5 Years in Insurance Industry

Employment Type: Full time

Work Details:

- Work Mode: Work from Office (WFO) with field visits.
- Working Hours: 9:30 AM to 6:30 PM.
- Working Days: 6 days a week.

EPF: Currently not provided. The company plans to introduce EPF within the next 2 months.

Interview Process:

- Round 1: Virtual interview.
- Round 2: Face-to-face interview at the company's office.
- Interview Locations: Mumbai

Mumbai Office Address:

505, 5th Floor, E-1 Wing, Kailash Esplanade, Opposite Shreyas Cinema, Ghatkopar West, Mumbai – 400086.

Job Summary

We are looking for a dynamic and result-oriented Branch Manager responsible for driving insurance business growth, building and managing a high-performing FLS team, achieving branch business targets, and ensuring smooth branch operations, compliance, and profitability.

Key Responsibilities:

1. Sales & Business Development

- Drive Life and Health Insurance sales and achieve monthly and quarterly premium and revenue targets.
- Generate business through direct sales, referrals, corporate relationships, and approved distribution channels.
- Identify new business opportunities, expand market presence, and maintain strong client relationships.
- Monitor sales pipelines, conversions, and branch profitability.
- - 2. Team Building & Leadership
- Recruit, train, mentor, and manage a productive FLS sales team.
- Maintain required team strength and assign individual and team business targets.
- Monitor daily productivity, conduct performance reviews, and provide field support.
- Identify underperformance and implement improvement plans to ensure target achievement.
- 3.



Business Targets & Performance
- Take ownership of branch business generation, revenue growth, and target achievement.
- Ensure consistent business contribution from individual team members.
- Monitor business commitments, identify performance gaps, and implement corrective strategies.
- 4. Branch Operations & Compliance
- Manage daily branch operations and ensure operational efficiency.
- Ensure compliance with company policies and applicable IRDAI regulations.
- Coordinate with insurers and internal teams for documentation, policy issuance, renewals, and customer servicing.
- Resolve customer escalations and maintain service quality.
- 5. Reporting & MIS
- Track daily, weekly, and monthly business performance and key performance indicators (KPIs).
- Prepare and submit MIS reports, sales forecasts, and performance updates to management.
- Monitor team productivity, business growth, and branch profitability.
- Qualifications & Requirements
- Bachelor's degree in any discipline; MBA preferred.
- Minimum 5 years of insurance industry experience, preferably in Life and Health Insurance.
- Minimum 2 years of team handling or branch management experience.
- Proven track record in insurance sales, target achievement, and team building.
- Strong knowledge of insurance products and applicable IRDAI guidelines.
- Excellent leadership, communication, negotiation, and problem-solving skills.
- Proficiency in MS Office, MIS reporting, and sales tracking.
- Key Performance Expectations
- The Branch Manager will be responsible for achieving assigned business targets, building and maintaining a productive FLS team, driving consistent sales performance, ensuring regulatory compliance, and contributing to overall branch growth and profitability.

📌 Branch Manager (Insurance) (Mumbai)
🏢 h3 Technologies
📍 Mumbai