Senior Health Insurance Counsellor

Job Description

JOB PROFILE

Position

Sr. Health Insurance Counsellor

(Direct Sales) Location - Gujarat

Reporting Mgr. Name - Department Sales and Distribution

Reporting Mgr.

Designation Offered

Grade M8

Our Purpose

At Niva Bupa, our purpose is to give every Indian the confidence to access the

best healthcare

Our Values

- Commitment
- Innovation
- Empathy
- Collaboration
- Transparency

Proficiency Level

(Please Tick)

L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team)

L2: - MANAGER OF MANAGER

L3: - MANAGER

L4: - INDIVIDUAL CONTRIBUTOR - Yes

About Niva Bupa Health Insurance Company

Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company

Limited) is a joint venture between Fettle Tone LLP (an affiliate of True North Fund VI LLP), a leading Indian

private equity firm, and the Bupa Group, a leading international healthcare company with a legacy of

providing specialized healthcare services for over 70 years.

Niva Bupa's growth story has been phenomenal. We are one of the fastest growing Stand Alone Health Insurers

in the country with a current employee strength of 7000+ with growth rate of 154% since FY 20 and growing.

We are a fully integrated health insurance provider with in-house claims processing; under-writing and

servicing. Our goal is to achieve more than 10000 Cr GWP By 2027 & thus requires goal oriented individuals

to be a part of this exciting growth journey to achieve it.

Niva Bupa is certified Great Place to Work for the 3rd year running and aims become one of the best

workplaces in the BFSI industry.

Niva Bupa is an Equal Opportunity Employer committed to achieving diversity within its workforce, and

encourages all qualified applicants to apply, irrespective of gender, age, sexual orientation, disability,

culture, religious and ethnic background. At Niva Bupa 12% of our team handling roles are led by women. We

welcome specially-abled professionals to join our team.

ESG: Supporting action to protect, restore and regenerate local environments for the benefit of our

customers our people, our communities and wider society

For more Details visit our website- www.nivabupa.com

Key Roles & Responsibilities

Primary Role Description: -

Assistant Branch Manager

To achieve sales targets using consultative sales approach, whilst ensuring service

levels and customer satisfaction remain paramount.

To meet sales targets through fulfilment of leads, generating own references and

conducting onsite sales.

Key Roles & Responsibilities

Create opportunities to achieve and increase sales, persistency and conversion

targets.

To ensure minimum number of sales calls per day are met

To ensure minimum productivity standards are met at all times

To use solution/consultative selling approach to provide the most appropriate

recommendations for prospective Niva Bupa customers.

Providing world class customer experience - Demonstrate that you pay due regard to

the interests of the customers and treat them fairly Driving new sales and revenue

generation across all products

Clear understanding of the internal and regulatory policies

Preferred Skill Set

Strong communication and interpersonal skills

Positive attitude and self-motivation

Accountability for managing their targets

Key Requirements - Education & Certificates

Education

Graduation in any discipline from a recognized educational institute

Experience

Key Requirements - Experience & Skills

0 to 4 year exp.

Key Functional Competencies

Functional competency Beginner Intermediate Expert

Convincing skills Yes

Product/Insurance Knowledge Yes

Continuous Learning Yes

Technology Proficiency

Team Work Yes

Problem Solving & Analytical Skills Yes

Compliance& Regulatory

Knowledge

Functional Hierarchy/ Reporting Matrix

Hiring Manager has to inform the TA Team about the Reporting manager's grade and the candidate's grade.

(Reporting Manager and Prospective New Hire Grade to be clearly mentioned below)

Customer Focus

Comments if Any/ Add. Comp.

NBHI Core Competencies

Behavioral Competency

Behavioral competency Beginner Intermediate Expert

Result Focus Yes

Stakeholder Management Yes

Growth mindset Yes

Business Intelligence Yes

Resilience Yes

M1

M2

M3

M4

M5

M6

M7

M8

M9