Service Manager - TPD Sales - Delhi

PeopleStrong; Delhi; On-site; INR 600,000 - 1,000,000; Full time

Job summary

PeopleStrong in India seeks a skilled MIS analyst to ensure timely monthly MIS and analytics for health insurance distribution, providing decision support to zonal managers and teams. The role includes creating performance presentations for zonal heads and channel heads.

The candidate will work closely with the central MIS team to automate data capture, produce durable reports, and drive data-backed improvements across sales channels and operations.

Qualifications

• Timely monthly MIS across financial and non-financial metrics for decision support.
• Prepare performance and business review presentations for zonal and channel heads.
• Coordinate with central MIS and process teams to ensure data accuracy.

Responsibilities

• End-to-end support for zonal team; ensure data and reports reach central team timely.
• Plan and implement BI/ERP reports for sales, channel partners, and zonal ops.
• Publish dashboards; automate data collation and ensure timely, error-free MIS.
• Train outsource/developer teams to provide quality MIS support.

Skills

Service Delivery MIS

Report Creation

Partner Engagement MIS

Analytics

Education

Post Graduate

Graduate

Job description

Country India

Skills

Skill

Service Delivery MIS report creation Partner Engagement MIS & Analytics

Post Graduate Graduate

CERTIFICATION

Job Description

Job Purpose

The purpose of the role is to ensure timely & accurate monthly MIS across financial and non-financial metrics for providing decision support to Zonal Manager and team members. The role is also required to create performance presentations and business review presentations to be presented to zonal head and Channel head.

Job Context/ Job Challenges: About the Health Insurance Industry - While the current market sees more than 15 non-life players in the private space and 5 exclusive private players in the health insurance space trying to capture a sizable market share, the nationalised service provider (6) remains a strong competitor. In addition to this the business dynamics are such that the overall market on an annual basis which is to the tune of roughly 10,000 Crs sees close to 85 % of the business renewing with the existing service provider itself. This narrows down the opportunity of the fresh business actually being seriously fought in the market to approximately 1500 odd Crs. ABHICL's vision has always been digital. The company has been successful in adopting paper-less approach right from identifying to on-boarding to delivering seamless experience of its customers & employees. Challenges - Distribution reach will be the key to future growth acceleration for insurance companies as existing geographies get saturated and the focus shifts to new under penetrated geographies. Effective distribution reach into newer geographies, alternate distribution channels, innovative products, targeting new segments are the major challenges in this industry and will be the key drivers in the future. While companies are planning to double their agency network over the next 2 years, the overall industry life agency workforce attrition rate ranges between 50-55% which is significantly high. Hence the key challenge to recruit qualified insurance agents, especially in the semi-urban / rural markets and also to combat the increasing attrition rate particularly when new players are entering the market Distribution: How we create specific distribution models to penetrate different market segments remains a challenge. Motivation to channel partners to place business with the co. Activate and manage agent based distribution channel across the country Long term and short term strategic plans to increase the market share and profitability in line with the company's business objectives. Identifying new segments, structure offerings, and value enhancers apart from creating differentiators remains a big challenge for the company’s growth. Meeting varied client's expectation in terms of solutions, pricing and operational support remains a challenge. Build and further enhance relationships with key customers and agents alike. Build the vertical in line with the leadership teams expectation of having the group benefits team contributing substantially to the bottom-line in years to come Key Challenges for the role – As the business is quite manpower intensive, hiring & retaining the right resources given the limited availability of quality talent and stiff competition is a stiff challenge Delay in completion of business during month end as it involves the long process to issue the policy (starting from policy receipting, scanning, completing requirement, medical follow ups and finally the completion). Since health business is purely retail, maintaining daily rhythms and adding value every day to engage FLS/ advisors so that they do required inputs as per the sales process is a challenge. Considering FLS quality and delivery timelines, coaching, handholding and developing a new FLS takes lot of time and energy. Infrastructure constraints Driving a balanced business growth in order to achieve the sales goals in alignment with mandated/desired market conduct and quality of business. Recurrent changes in regulatory environment and consequently changed product portfolios requiring strategic & tactical changes in selling techniques/pitch Managing expectations of high performers: high performers expectation rises every year and to satisfy it, by getting innovative ideas is a biggest challenge Driving high rates of YOY renewals in turbulent market conditions

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1 End to End Support for Zonal team To devise a process to ensure that the data / business figures / analysis requested by the management and regulators are received in time by the central team. To ensure that the team coordinates & closely follows-up with the process team owners to get the relevant details. Analyze the requirement, Automate or provide innovative solutions to ensure that the details required are retrieved from the system in the shortest possible time. Liaise with Central MIS team to get data / business figures / analysis or any approvals required for the same. To understand / authenticate the report and resolve any discrepancy prior to submitting report to the Zonal stakeholders.

KRA2 Planning and implementing BI too reports for sales, Channel partners and Zonal Operations Understanding end to end processes and implementing strategies which would include the whole gamut of Insurance business viz, Channel Partners, Sales team, Operations teams and Other support functions at Zonal office. Supporting reporting and ensure integration and institutionalization of new processes. In conjunction with HO teams plan and implement strategies to ensure high quality business support. Be up-to-date on service quality requirements of Sales, Regional team, as well as industry best practices to plan and organize best in class service.

KRA3 MIS dissemination and automation and Implementing Digital Agenda - Publishing of reports and dashboards Analyzing the systems & process involved in collating information, streamlining the process of data collation, procuring necessary approvals & signoff on the requirement / logic / format, defining the TAT required to churn out the requirement Have in-depth knowledge of processes and Systems especially of core system and support system Constantly look out for automation as well as upgradation of systems to ensure elaborate support on MIS is provided to Sales and HO operations teams in a timely, accurate and error free manner. Preparing reports to be compatible and manageable in sales portal, Tablet and mobile phone

KRA4 Resource Management Ensure elaborate functional knowledge sharing and extensive training for Outsource / Developers team employees who can provide quality support.