Team Sales Manager Agency and Broking

Go Digit General Insurance; Pune District; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Go Digit General Insurance invites applications for the role of Team Sales Manager – Agency & Broking. You will lead a team of Agency and Broking Managers, drive top-line growth, ensure policy issuance through partner channels, and maintain portfolio quality across Motor, Health, Property, and Liability.

You will collaborate with underwriting, operations and claims, ensure IRDAI compliance, and implement state and national distribution initiatives while coaching partners for higher

Qualifications

• Experience leading sales teams in general insurance or financial services.
• Strong knowledge of IRDAI regulations and agency/broking guidelines.
• Proven ability to drive channel growth, recruiter onboarding, and partner engagement.
• Proficient with CRM systems, data analysis, and digital sales tools.

Responsibilities

• Lead and mentor Agency Managers and Broking Managers/Relationship Managers.
• Achieve monthly and annual business targets across assigned teams.
• Conduct regular performance reviews, funnel analyses, and productivity monitoring.
• Ensure adherence to sales processes, service standards, and documentation accuracy.
• Drive growth across Agency and Broking channels in the allocated territory.
• Recruit, onboard, and activate agents and broking partners; strengthen engagements.
• Develop Joint Business Plans with brokers and manage incentive programs.
• Collaborate with Underwriting, Claims, and Operations for smooth policy issuance.

Skills

GI products

IRDAI norms

Underwriting basics

CRM systems

Excel

Partner portals

Digital sales tools

Tools

CRM software

MS Excel

Job description

Job Description – Team Sales Manager: Agency & Broking (General Insurance)

Role Purpose

The Team Sales Manager – Agency & Broking is responsible for driving business growth, partner productivity, and portfolio quality across the assigned region through Agency and Broking channels. The role involves managing a team of front-line sales managers/relationship managers, strengthening partner relationships, ensuring compliance with IRDAI regulations, and delivering both top‑line and bottom‑line outcomes. The manager plays a key role in executing channel strategies, expanding the partner base, and ensuring efficient collaboration with underwriting, operations, and claims functions.

Key Responsibilities

1. Team Leadership & Execution Management

• Lead, guide, and mentor a team of Agency Managers and Broking Managers/Relationship Managers.
• Ensure consistent achievement of monthly and annual business targets across all assigned teams.
• Conduct structured daily/weekly performance reviews, funnel analyses, and productivity monitoring.
• Drive adherence to sales processes, service standards, and documentation accuracy.
• Drive business growth across Agency and Broking channels in the allocated territory.
• Support in implementing state and national-level distribution strategies at the team level.
• Work closely with frontline teams to recruit, onboard, and activate agents and broking partners.
• Strengthen partner engagement through structured visits, business reviews, and relationship-building activities.

2. Channel Management & Growth

• Drive business growth across Agency and Broking channels in the allocated territory.
• Support in implementing state and national-level distribution strategies at the team level.
• Work closely with frontline teams to recruit, onboard, and activate agents and broking partners.
• Strengthen partner engagement through structured visits, business reviews, and relationship-building activities.

3. Partner Productivity & Expansion

• Improve team and partner productivity through training, coaching, and capability-building interventions.
• Ensure high activation ratios and consistent month‑on‑month performance from agents and brokers.
• Collaborate with key brokers to develop Joint Business Plans (JBPs) and expand product penetration.
• Support in designing and implementing team-level incentive and engagement programs.

4. Portfolio Management & Profitability

• Monitor GWP achievement (new business + renewals) at a team and partner level.
• Maintain product mix targets and ensure diversified business across Motor, Health, Property, Liability, etc.
• Track and improve key metrics including COR, loss ratios, and cost of acquisition.
• Identify risk trends and work with underwriting to ensure quality business and sustainable profitability.

5. Governance, Compliance & Process Discipline

• Ensure 100% adherence to IRDAI regulations, partner code of conduct, and internal policies.
• Conduct periodic checks on documentation, licensing, commission payouts, and training compliance.
• Drive operational hygiene through timely MIS submissions, pipeline reviews, and audit readiness.
• Build a culture of ethical selling, transparency, and customer-centricity within the team.

6. Cross-Functional Coordination

• Coordinate with Underwriting, Claims, and Operations to resolve service issues and enable smooth policy issuance.
• Provide escalated support to partners to close high‑value deals and ensure superior service delivery.
• Collaborate with marketing and digital teams for partner activations, campaigns, and adoption of digital tools.

Key Performance Indicators (KPIs)

• Team‑level GWP achievement (monthly/quarterly/annual)
• Activation ratio of agents and broking partners
• Productivity per partner (premium per active agent/broker)
• Product mix and cross‑sell/upsell contribution

Portfolio & Quality Metrics

• Loss ratio performance
• Renewal retention and lapse control
• Cost of acquisition and profitability indicators

Governance & Compliance

• Audit scores and compliance adherence
• Digital adoption rates (issuance platforms, portals, CRM)
• TAT improvements in issuance, endorsements, and claim coordination

Skills & Competencies

Domain & Technical Skills

• Strong understanding of GI products: Motor, Health, Property/Fire, Liability, Marine
• Working knowledge of IRDAI norms, broking guidelines, and agency licensing rules
• Understanding of underwriting fundamentals and risk selection
• Proficiency in CRM systems, Excel, partner portals, and digital sales tools

Leadership & Behavioral Competencies

• Team management & coaching abilities
• Strong communication & interpersonal skills
• Negotiation & influencing capability
• Analytical thinking & structured problem‑solving
• Proactiveness, ownership, and decision‑making
• Assertiveness with the ability to manage diverse stakeholders