Associate Manager

5 hours ago

Jaipur Rajasthan India, Rajasthan KOGTA FINANCIAL LIMITED Full time

Job Summary

Responsible for driving motor insurance sales, managing policy issuance & claims service, maintaining customer relationships, achieving targets, and ensuring smooth process flows across underwriting, document handling, and post-sales services.

Key Responsibilities

AreaResponsibilities

Sales & Lead Generation

• Generate leads via cold calling, referrals, partner channels.

• Promote motor insurance policies/products to customers.

• Identify customer needs (vehicle type, usage, risk factors) and suggest appropriate coverages and add-ons.

Customer Service & Product Knowledge

• Explain policy terms, features, exclusions and add-ons clearly.

• Maintain updated knowledge of all motor insurance products (TP, OD, comprehensive, etc.).

• Manage & nurture customer relationships; resolve queries and build trust.

Policy Processing

• Ensure all required documents are collected and verified.

• Coordinate with underwriting / URD / internal teams for policy issuance.

• Deliver policies to customers / branch executives.

Claims Support

• Support or guide customers through claim process: claim intimation, documentation, surveyor, repair, settlement.

• Liaise with repair shops, surveyors and internal teams to follow up.

Target Planning & Reporting

• Set and strive to meet daily, weekly, monthly sales/renewal/servicing targets.

• Track progress, prepare MIS reports (leads, conversion, follow-ups, policy renewals, claims resolved).

• Analyze gaps vs target, propose improvement actions.

Compliance & Communication

• Ensure all work is compliant with company policy and regulatory requirements.

• Regular communication with URD / underwriting / claims / operations teams.

• Send processing emails / status updates to relevant teams.

Required Skills & Qualifications

  • Graduation in any discipline (insurance / business / commerce preferred)
  • Prior experience in motor insurance sales, underwriting support or claims service is a plus
  • Strong communication skills (verbal & written)
  • Customer‐oriented mindset; ability to explain product details clearly
  • Good negotiation & persuasion skills
  • Basic computer skills: MS Office, CRM tools, email follow ups
  • Time management & organizational skills: ability to manage multiple leads, deadlines


Note - Required only for Female Candidate

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