Senior Business Finance Specialist

Senior Business Finance Specialist (Health Insurance & General Insurance)

India, Delhi NCR

ABOUT TIDE

At Tide, we are building a business management  platform designed to save small businesses time and money. We provide our members with business accounts and related banking services, but also a comprehensive set of connected administrative solutions from invoicing to accounting.

Launched in 2017, Tide is now used by over 1 million small businesses across the world and is available to UK, Indian and German SMEs. Headquartered in central London, with offices in Sofia, Hyderabad, Delhi, Berlin and Belgrade, Tide employs over 2,000 employees.

Tide is rapidly growing, expanding into new products and markets and always looking for passionate and driven people. Join us in our mission to empower small businesses and help them save time and money.

ABOUT THE TEAM

The Member Accession Marketing Team (India) plays a crucial role in driving Tides growth in the Indian market by acquiring and onboarding new members from small and medium-sized enterprises (SMEs). The team tailors marketing strategies to engage potential members, guide them through seamless onboarding, and ensure they are well-equipped to leverage Tide's suite of financial and administrative tools. By creating localized campaigns, building strong relationships, and leveraging data for continuous improvement, the team fosters long-term member engagement, ensuring Tide becomes the go-to platform for Indian SMEs.

ABOUT THE ROLE

The Senior Business Finance Specialist - Health Insurance will be responsible for recruitment, leading and supporting a team of DSAs, Loan Aggregators, Brokers, Top Insurance Advisors/Agents, Freelancers ensuring they meet their sales targets, delivering performance reviews, and providing coaching. This is a go to market job.

Some of the things you'll be doing:

• 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.

WHAT WE ARE LOOKING FOR:

• 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.

WHAT YOU WILL GET IN RETURN

• 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