Agency Manager

Niva Bupa Health Insurance

Patiala District

On-site

INR 650,000 - 1,200,000

Full time

14 days+

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Job summary

A prominent health insurance company is seeking an ABM/DBM/Branch Manager to manage agency operations and drive business outcomes. The role involves recruiting and activating agents while ensuring compliance with regulatory norms. Ideal candidates will have 4–6 years in agency or health insurance, strong convincing skills, and a focus on continuous learning and customer engagement. Join a growing team committed to providing quality healthcare access.

Qualifications

  • 4–6 years of relevant work experience in agency, retail, or health insurance business.
  • 4–6 years of relevant work experience in agency, retail, or health insurance business.

Responsibilities

  • Enable achievement of key business outcomes and ensure adherence to statutory and compliance requirements.
  • Build a high-quality Agency by focusing on quality of hire and skilling.
  • Recruitment, activation, premium collection, case rate, case count and persistency management.
  • Engage, motivate and ensure productivity of Agents through strong relationship management.
  • Drive incentive schemes and R&R schemes to ensure Agent income exceeds benchmarks.
  • Provide support to Agents in liaison with Head Office for addressing requirements and concerns.
  • Ensure compliance with all regulatory and company norms.
  • Manage channel conflicts within the team.
  • Achieve product-wise targets and profitability.
  • Identify opportunities for business development and revenue generation.
  • Set goals for all Agents and conduct regular reviews, monitoring and mentoring.
  • Conduct regular field observations, demonstrations, and agency visits.

Skills

Convincing Skills
Product/Insurance Knowledge
Continuous Learning
Technology Proficiency
Team Work
Problem Solving & Analytical Skills
Compliance & Regulatory Knowledge
Customer Focus

Education

Graduation in any discipline

Job description

Job Title

ABM/ DBM/ Branch Manager / Sr. Branch Manager – Agency

Our Purpose

At Niva Bupa, our purpose is “to give every Indian the confidence to access the best healthcare”.

Employer Overview

Niva Bupa Health Insurance Company Limited (formerly Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP, an affiliate of True North Fund VI LLP, and the Bupa Group. We are one of the fastest growing Stand‑Alone Health Insurers in the country with an employee strength of 7000+ and a growth rate of 154% since FY20. Our goal is to achieve over 10,000 Cr GWP by 2027.

Niva Bupa is certified Great Place to Work for the 3rd year running and aims to become one of the best workplaces in the BFSI industry.

We are an Equal Opportunity Employer committed to diversity and inclusion. At Niva Bupa 12% of our team handling roles are led by women. We welcome specially‑abled professionals to join our team.

ESG: Supporting action to protect, restore and regenerate local environments for the benefit of our customers, our people, our communities and wider society.

Key Roles & Responsibilities
  • Enable achievement of key business outcomes and ensure adherence to statutory and compliance requirements.
  • Build a high‑quality Agency by focusing on quality of hire and skilling.
  • Recruitment, activation, premium collection, case rate, case count and persistency management.
  • Engage, motivate and ensure productivity of Agents through strong relationship management.
  • Drive incentive schemes and R&R schemes to ensure Agent income exceeds benchmarks.
  • Provide support to Agents in liaison with Head Office for addressing requirements and concerns.
  • Ensure compliance with all regulatory and company norms.
  • Manage channel conflicts within the team.
  • Achieve product‑wise targets and profitability.
  • Identify opportunities for business development and revenue generation.
  • Set goals for all Agents and conduct regular reviews, monitoring and mentoring.
  • Conduct regular field observations, demonstrations, and agency visits.
Key Requirements – Education & Certificates
  • Graduation in any discipline from a recognized educational institute.
Experience
  • 4–6 years of relevant work experience in agency, retail, or health insurance business.
Key Functional Competencies
  • Convincing Skills – Yes
  • Product/Insurance Knowledge – Yes
  • Continuous Learning – Yes
  • Technology Proficiency – Yes
  • Team Work – Yes
  • Problem Solving & Analytical Skills – Yes
  • Compliance & Regulatory Knowledge – Yes
  • Customer Focus – Yes
Additional Candidate Competencies
  • Execution Excellence – Expert
  • Stakeholder Management – Expert
  • Driving Results – Expert
  • Process Adherence – Expert
  • Continuous Self‑Development – Expert
Targets / KRA / KPI (Tentative)
  • New GWP – [value not specified]
  • Renewal GWP – [value not specified]
  • Renewal number of cases – [value not specified]
  • Active agents and PA – [value not specified]
  • New Agents Hiring – [value not specified]
  • Audit findings – [value not specified]

Company MOS: Defined as per Company Policy.

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