Insurance Manager Job Vacancies in Punjab

Hi sir I need 3-4 candidate in the position of agency manager, company name is shriram life insurance ,Qualification graduation Fresher also welcome Sco 122 3rd floor Firozgandi market Ludhiana Sunil kumar 9501991461Branch head Shriram life insurance

As a Relationship Manager, you will play a vital role in building and maintaining strong relationships with clients. Your primary focus will be to ensure customer satisfaction and loyalty while promoting our services effectively.Key Responsibilities:- Client Engagement: Actively interact with clients to understand their needs and expectations, ensuring a personalized experience that fosters trust and satisfaction. - Customer Support: Address client inquiries and resolve issues promptly, ensuring a seamless experience that encourages repeat business. - Relationship Building: Develop and maintain long-term relationships with clients through regular follow-ups and meetings, enhancing client retention and satisfaction. - Market Research: Stay informed about industry trends and competitors, using this knowledge to inform client discussions and improve service offerings. - Collaboration: Work closely with internal teams to align client needs with company services, facilitating effective service delivery and communication.Required Skills and Expectations:Candidates should have excellent communication skills, enabling them to convey information clearly and establish rapport with clients. Strong problem-solving skills are essential for resolving client issues efficiently. A proactive attitude is expected, along with the ability to work independently and as part of a team. Attention to detail is crucial in managing client records and interactions. While previous experience is beneficial, a passion for customer service and a willingness to learn are highly valued. Candidates should be comfortable working in an office environment and be flexible to adapt to various client needs.

Ensure sales & service support within the cluster assigned viz. closing sales calls,aiding in completion of documentation, facilitating pre-insurance medicalexamination, scrutiny of the proposal papers so as to minimize the turnaroundtime in policy issuance Facilitating renewal premium collections and customer service. Sales Management - Keeping records of daily activities, leads generated andclosed, and special programs such as Bima Bazaars, branch meetings Ensuring that SUDs brand and its products get continually promoted Promoting the brand image of the Company and implementing all initiatives ofthe Company related to brand building exercises, as well as maintainingexcellent relationship with the bank personnel Arranging exhibitions, customer meets, cluster meets etc. in consultation withthe supervising officials Providing daily MIS/ daily report of performance to ones supervising officials.

Insurance field work

Key Responsibilities:Achieve sales targets for banking products and services through the banca channel.Identify new business opportunities and collaborate with partner banks to expand product offerings.Conduct product training and provide ongoing support to partner bank teams.Develop and maintain strong relationships with key stakeholders within partner banks.Act as the primary point of contact for banking partners, ensuring timely and effective communication.Resolve any issues or concerns related to product delivery or customer queries.Ensure smooth onboarding and customer support for clients referred through the banca channel.Drive customer satisfaction by ensuring timely resolution of complaints and issues.

Job Title: Senior Process Analyst - RCM Operations Location: MohaliDepartment: Revenue Cycle ManagementEmployment Type: Full-TimeExperience Level: 2-3 Years ________________________________________Job Summary:We are looking for enthusiastic and detail-oriented experienced professional to join our Revenue Cycle Management (RCM) team. As an RCM Executive, you will assist in managing the financial processes related to patient care, including medical billing, claims processing, payment posting, and follow-ups.________________________________________Key Responsibilities: Review and process medical claims for submission to insurance companies. Perform data entry of patient and insurance information into RCM software. Verify insurance eligibility and benefits. Post payments and reconcile accounts. Follow up with insurance providers on denied or unpaid claims. Maintain accuracy and compliance with healthcare regulations (HIPAA). Communicate with clients, insurance companies, and team members as needed. Prepare and maintain necessary reports and documentation.________________________________________Required Skills & Qualifications: Bachelor's degree in any discipline (preferably in life sciences, commerce, or healthcare-related fields). Good understanding of basic computer and MS Office tools. Strong communication skills verbal and written (English). Attention to detail and ability to work in a deadline-driven environment. Willingness to work in night shifts (as per US time zones). Eagerness to learn about medical billing and healthcare processes.________________________________________Preferred (but not mandatory): Knowledge of medical billing software (e.g., Athena, Kareo, eClinicalWorks). Understanding of US healthcare system and insurance terminologies.________________________________________Career Path:This role offers growth opportunities into specialized roles such as AR Analyst, Quality Analyst, Team Lead, and Process Trainer in the RCM domain.

Customer service: Providing peace of mind to customers by helping them with coverage and claims Risk management: Developing and presenting strategies to manage risk, and advising clients on best practices Claims processing: Developing and managing systems for processing claims Policy analysis: Analyzing existing policies and contracts, and performing due diligence on new policies Communication: Acting as a liaison between clients and insurance companies, and maintaining clear lines of communication Record keeping: Maintaining records of policies and transactions Threat awareness: Staying aware of the threat landscape and alerting clients of any dangers Policy reviews: Performing periodic reviews of policies and processes

Health Insurance salesRecruitment and development of Insurance advisorsComplete Health Insurance sales targets through advisors

Looking for young and dynamic candidates for the post of Relationship Manager at a reputed bank in Mandi Gobindgarh. Candidates should have skill and knowledge on CASA, NTB, FD, LI,GI,HI, Credit Cards, Debit Cards. Salary upto Rs 5 lacs + incentives+ travel allowance. You may send your CV on 9815049708

contact:- 6352448697* Working on leads provided by firm.*Meeting customers daily.*Achieving targets.*direct channel

*Position:* Agency Development Manager*Department:* Agency SalesContext & Role:- *Agent/Life Insurance Manager Recruitment:* You will be responsible for recruiting life insurance agents and managers.- *Agent/Insurance Manager Activation:* Ensuring the activation of newly recruited agents and managers.- *Product Mix:* Managing and promoting a variety of insurance products.- *Achieving Business Targets:* Meeting and exceeding sales targets as part of your role.Key Responsibilities:- *Sales Execution:* Lead a team of FA/LIM/DM to execute sales targets.- *Recruitment & Management:* Identify, recruit, and manage advisors within your designated region.- *Training & Motivation:* Train and motivate advisors to enhance their understanding of market trends and products.- *Performance Monitoring:* Monitor and review the performance of agents, helping them to achieve maximum business potential.- *Client Interaction:* Regularly meet with customers to maintain and achieve service standards.Required Qualifications and Experience:- *Education:* Graduation/Post-Graduation/Professional Degree.- *Experience:* Minimum 6 months to 5 years in the insurance industry.- *Candidate Profile:* Looking for candidates with a strong background in sales, excellent selling skills, and an understanding of the insurance industry. Candidates from other sales backgrounds with strong skills may also be considered.Knowledge and Skills Desired:- *Technical/Functional Essentials:* Experience in insurance sales, excellent interpersonal skills, and basic computer operations.- *Desirable Attributes:* Good knowledge of the insurance industry, high initiative, well-groomed, and confident demeanor.

Life Insurance Of India Need Sale OfficerWork: Part-time

A candidate must have a brief knowledge about general insurance sector like insurance policies, claim settlement, premium calculation etc.

We are looking for 5 Manager sales Posts in Chennai,Delhi,Delhi NCR,Surat,Jamnagar,Satara,Kashmir Avenue, Amritsar,Punjab Mata Nagar, Ludhiana with deep knowledge in General Insurance,Life Insurance,Marine Insurance,TENDER QUOTATION,Health Insurance and Required Educational Qualification is : Other Bachelor Degree

Good communication skill representative candidate no matter fresher and experience

Job DescriptionProfile - Sales Intern* Part-time (Work from Home)Experience Level: FresherLocation: RemoteSalary: 5000 INR per month + IncentivesKey Responsibilities:1. Lead Conversion: Contact leads provided by the company through the provided calling software and convert them into Loans.2. Meeting Targets: Achieve and exceed sales targets, including the successful completion of OJT .3. Sales Presentations: Conduct effective sales presentations to potential customers, explaining the benefits and features of Loans.4. Customer Relationship Management: Build and maintain strong customer relationships, addressing customer inquiries and concerns in a professional manner.5. Sales Reporting: Maintain accurate records of sales activities, leads, and customer interactions.6. Compliance: Ensure compliance with all company policies, guidelines, and industry regulations related to insurance sales.Qualifications:- Strong communication and negotiation skills.- Self-motivated and goal-oriented.- Willingness to complete the 30-day OJT successfully.- Ability to work independently from a home office.- Proficient with the provided calling software.- Available to work from 3:30 pm to 6:30 pm, Monday to Friday.Note - Minimum 1 loan case should be done for stipend and company will provide leads .Kindly Read the job description carefully and Apply.

Purpose of the Job: To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/- Direct channel (Life Insurance) experience preferable

OB PROFILEPositionAssistant/Associate-Agency ManagerDepartmentRetail Business GroupCost CentreAgency - HealthLevelFLSOur VisionTo be the most admired insurance company that enables the continued progress of customers by being responsive to their needsOur Values Sensitivity Excellence Ethics DynamismKey Roles and Responsibilities To develop Agency network (both fresh and from competition) in his/her area of operation. To train/mentor Advisors about product and process. To handle and resolve channel partner queries in time Meet Customers with Channel partners for fresh sales and servicing issues.Conduct team meetings and give regular inputs to increase productivity of his/her teamKey Requirements Education & Certificates. Graduate/Post GraduateKey Requirements - Experience &Skills 0 - 7 years of Sales experience in Insurance/Bank/NBFC/retail sales/Pharma or any other field sales local market geography knowledge is mandatoryJob Types: Full-time, PermanentSalary: 200,000.00 - 453,769.52 per yearSchedule:Day shiftSupplemental pay types:Commission payPerformance bonusEducation:Bachelor's (Preferred)Experience:total work: 2 years (Preferred)Field sales: 1 year (Preferred)Ability to Commute:Ludhiana, Ludhiana, Punjab (Required)

Requirements:Previous experience in Insurance.Sales acumen.Solid understanding of policies and products.Be able to provide mentorship.Strong leadership qualities.Excellent interpersonal skills.Develop, implement, and maintain the internal and/or external sales strategy and processes to maximize the organizations profit potentialPromote the organizations products and services to new and current clientsEnsure all clients are satisfied and that the quality of the services they provide meet or exceed customer expectationsLiaise with clients on regular bases to understand their needs, resolve client complaints and issues, develop new business, and to provide valueReview current and prospective clients accounts to identify business opportunities, analyze opportunities, and promote sales growth

Key Responsibilities:Build strong relationships with branch managers and banking staff of partner banks.Drive life insurance sales through the banca channel by motivating and training bank staff.Conduct regular meetings, presentations, and joint calls with bank employees.Achieve monthly and annual sales targets for life insurance products.Provide after-sales service and ensure high customer satisfaction.Ensure compliance with regulatory and organizational guidelines.Generate leads through bank walk-ins and convert them into successful closures.Coordinate with internal underwriting, operations, and support teams for policy issuance and customer service.

Responsibilities: To Manage Agency business in and around the designated location. Handling a team of FLS Maximize performance on sales and quality objectives for the circle. To Drive Fls to recruit quality FCs and achieve targets as per the requirements. Ensure the manning is complete. Drive local circle by driving sales production and managing the associated costs. Ensure the high quality and high persistency of business generated by the local production unit, to support the long-term profitability of the company. Develop knowledge of local market dynamics to improve the productivity of the FLS / BLs (e. g., through targeting specific segments, products, and FCs). Identify and align non-sales resources in support of the circle's business goals (e. g., learning, and development, operations, human resources, etc) - maximize value from the deployment of these resources within the circle.

Li Training : provide Product Training to Newly Joined Advisors. Motivate & Support Advisors to Generate Sales. Provide Clarification to Queries and Handle Objections. Follow Up with Advisors. Make Advisors Active Every Month. Build Good Rapport with the Advisors.provide Product Training to Sales Managers and Sales Officers. Collect Prospect Data Sheets from Sales Managers to Track Sales Officers. Co-ordinate Team Meetings of Each Sales Manager and Set Goals. Support Sales Officers to Achieve Their Goals. Provide Clarification to Queries and Handle Objections. Follow Up with Insurance provide Awareness About the Importance of Insurance to the Customers Andgenerate Sales. After Sales Service.

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrenderTarget Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredLife insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.