Team Lead

Policybazaar; Kottayam; On-site; INR 600,000 - 900,000; Full time

Job summary

Policybazaar is seeking a operations-focused leader to manage health insurance sales operations in India. You will ensure timely SLA delivery, drive customer and employee satisfaction, and build strong client relationships while guiding a team to meet daily and weekly targets.

The role involves coordinating with internal teams, conducting regular client calls, and driving continuous process improvements to support growth and operational excellence.

Responsibilities

• Managing operations to ensure seamless execution and timely SLA delivery, with high employee and customer satisfaction.
• Overseeing Insurance Sales (Health Insurance) activities and engaging with clients.
• Establishing and managing client relationships and engagement.
• Coaching and mentoring team leads to improve team performance.
• Monitoring day-to-day sales targets (B2C) and documenting staff schedules and attendance.
• Leading weekly and monthly client calls to align expectations and provide updates.
• Ensuring audit-related issues are resolved and driving process improvements.
• Collaborating with internal teams and acting as the primary contact for business-specific queries.

Job description

Role & responsibilities

Responsible for managing the operations seamlessly and timely SLA delivery, along with

maintaining high levels of employee and customer satisfaction

Insurance Sales (Health Insurance)

Establish & Manage Relationships / Engagement with the Clients.

Oversight of the team organizes resources, sets goals, calls out strategy from Executives and the client on a day-to-day basis, reporting responsibilities

Managing day-to-day Sales targets (B2C Sales)

To monitor and document the work schedule of staff and absences.

Build a strong partnership with the client by growing and nurturing the existing relationships to ensure operational cohesion & effective foundation for future growth

Taking weekly and monthly calls with clients to understand the expectations from the teams, and providing updates

Ensure that all audit-related issues are brought to a close

Identify and drive continuous improvements and initiatives in the process

Coach & mentor the Team lead so that they can manage their teams better

To ensure that all internal customer queries are followed up on a timely basis

Collaborate with internal teams.

To be the Key contact for all problems and queries with the specific business assigned.

Take on special projects as per business need

Action-Oriented, Integrity and Trust, Perseverance

Command Skills, Problem Solving, Drive for results, Standing along and Directing Others, Managing & measuring work.

Ability to handle sales pressure

Excellent verbal and written communication skills

Strong external and management reporting skills.

ISMS Responsibilities:

Follow the instructions of Function Heads, operate systems on behalf of Function Heads, and serve users authorized by Function Heads;

Provide technical consulting assistance to Function Heads so that information systems can be built and run to meet business objectives best; Ensure the safeguarding of information in their possession.

Accepts responsibilities for the operation and protection of information assets, and Perform the work as delegated by the Function Head.

Desired Skills and Experience-

Proficiency in team management skills to hold meetings and conduct performance reviews to help employees meet Performance Targets

Proficiency in employee development to assist employees in meeting the Performance Targets through Hiring, Coaching & Mentoring.

Health / Term Insurance Sales:

Ability to calibrate employee performance to the Performance Targets through monitoring and Coaching.

Ability to communicate and resolve issues that affect the Performance Criteria

Ability to lead employees on their team to the performance of the Performance Criteria.

What Do we offer: Best CTC in the industry along with per-month incentives, medical insurance, and Gratuity.

As Indias largest insurance broker,Policybazaaris committed to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent, efficient, and unbiased solutions tailored to the diverse needs of over 80.5 million registered users.

Responsible for managing the operations seamlessly and timely SLA delivery, along with

maintaining high levels of employee and customer satisfaction

Insurance Sales (Health Insurance)

Establish & Manage Relationships / Engagement with the Clients.

Oversight of the team organizes resources, sets goals, calls out strategy from Executives and the client on a day-to-day basis, reporting responsibilities

Managing day-to-day Sales targets (B2C Sales)

To monitor and document the work schedule of staff and absences.

Build a strong partnership with the client by growing and nurturing the existing relationships to ensure operational cohesion & effective foundation for future growth

Taking weekly and monthly calls with clients to understand the expectations from the teams, and providing updates

Ensure that all audit-related issues are brought to a close

Identify and drive continuous improvements and initiatives in the process

Coach & mentor the Team lead so that they can manage their teams better

To ensure that all internal customer queries are followed up on a timely basis

Collaborate with internal teams.

To be the Key contact for all problems and queries with the specific business assigned.

Take on special projects as per business need

Action-Oriented, Integrity and Trust, Perseverance

Command Skills, Problem Solving, Drive for results, Standing along and Directing Others, Managing & measuring work.

Ability to handle sales pressure

Excellent verbal and written communication skills

Strong external and management reporting skills.