Associate manager

4 weeks ago

Jaipur, India KOGTA FINANCIAL Full time

Job SummaryResponsible 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 ResponsibilitiesArea ResponsibilitiesSales & 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, deadlinesNote - Required only for Female Candidate

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