
Senior Business Finance Specialist (Health Insurance & General Insurance)
- Delhi
- Permanent
- Full-time
- You will be an individual contributor role who will play a crucial part in generating revenue through health and general insurance sales
- You will be overseeing operational activities, enforcing company policies , and driving business efficiency.
- Motivating, coaching, and leading a team of DSAs, loan aggregators, brokers, top insurance advisors/agents & freelancers to ensure consistent performance.
- Acting as a "feet on the street" resource. Conduct regular 1:1's and team meetings to review performance, provide feedback, and foster development.
- Staying up to date with business development and new product lines.
- Manage day-to-day activities, prioritize tasks, and assess risks/impacts within existing processes.
- Identifying areas for improvement and work with management to implement changes that enhance business efficiency.
- Ensuring compliance with company policies, including attendance and performance standards.
- Supporting the Manager in enforcing performance management. Achieve attendance, retention, and sales targets by using company methodologies and team input.
- Creating and maintaining individual training and development plans for all team members. Inspire and lead the team to achieve high levels of customer satisfaction.
- Managing escalations and ensure quality customer service.
- Supporting the Sales lead in delivering business targets and objectives. Help create a performance-oriented culture and collaborate with management to drive positive change and efficiency.
- Staying updated with industry changes and communicate relevant insights back to the Manager, ensuring alignment with industry standards and best practices.
- Delivering operational parts within agreed-upon budgets, service levels, and business targets. Report to senior management on any operational risks and issues.
- Proven experience in selling Health, Group, and Affinity products.
- Strong experience in team management, including coaching and communication skills.
- Minimum of 5 years of experience in handling the team of DSAs, loan aggregators, brokers, top insurance advisors/agents & freelancers ?
- Solid background from Insurance excellent leadership abilities with strong people development skills.
- Proficient in performance management, coaching, and providing constructive feedback. Experience managing demanding customers and handling escalations effectively.
- Energetic, motivational, and creative approach to leadership and problem-solving.
- Ability to work in a fast-paced environment while prioritizing tasks effectively.
- Competitive salary
- Self & Family Health Insurance
- Term & Life Insurance
- OPD Benefits
- Mental wellbeing through Plumm
- Learning & Development Budget
- WFH Setup allowance
- 15 days of Privilege leaves
- 12 days of Casual leaves
- 12 days of Sick leaves
- 3 paid days off for volunteering or L&D activities