Unit Manager & Area Manager - Health Insurance company (Any Sales)

Here are job descriptions for **Unit Manager** and **Area Manager** roles in the insurance sector:

Unit Manager (UM) Job Description

• *Role Overview:** A Unit Manager is primarily responsible for building, training, and managing a team of insurance advisors/agents to drive retail insurance sales within a assigned territory or branch.

Key Responsibilities

• **Recruitment \& Team Building:** Sourcing, interviewing, and onboarding active insurance advisors/agents.
• **Training \& Enablement:** Guiding agents through certification (e.g., IRDAI exams), product training, and field sales techniques.
• **Business Development:** Driving joint field work, setting individual agent targets, and ensuring monthly/quarterly sales targets are met.
• **Customer Relationship Management:** Assisting agents with high\-ticket clients, policy renewals, and customer query resolution.
• **Compliance \& Documentation:** Ensuring strict adherence to regulatory norms, complete documentation, and ethical selling practices.

Key Performance Indicators (KPIs)

• Number of active advisors recruited per month/quarter.
• Percentage of active agents (agents generating business regularly).
• New Business Premium (NBP) / Gross Written Premium (GWP) target achievement.

Qualifications \& Requirements

• **Education:** Bachelor’s degree in any discipline.
• **Experience:** 1–3 years of sales experience (preferably in insurance, banking, or direct sales).
• **Skills:** Strong communication, networking, agent recruitment, and leadership capabilities.

Area Manager (AM) Job Description

• *Role Overview:** An Area Manager oversees sales operations, revenue targets, and team performance across multiple branches or a designated geographic area.

Key Responsibilities

• **Strategic Planning \& Business Growth:** Developing and executing regional business plans to achieve sales targets across life, health, or general insurance verticals.
• **Team Leadership \& Branch Management:** Supervised Branch Managers, Unit Managers, and Agency Managers; reviewing team performance regularly.
• **Channel Management:** Managing multi\-channel operations (e.g., Agency, Bancassurance, Direct Sales) within the assigned territory.
• **Market Expansion:** Identifying high\-potential territories for expansion and recruiting top sales talent and key agency partners.
• **Profitability \& Operations:** Monitoring operational budgets, branch P\&L, customer retention rates, and policy persistence.

Key Performance Indicators (KPIs)

• Overall regional target achievement (Annual Recurring Premium / Total Premium).
• Persistency rate and policy retention across the area.
• Growth in active sales team count and channel partner productivity.

Qualifications \& Requirements

• **Education:** Bachelor’s degree; MBA/PGDM in Marketing or Finance preferred.
• **Experience:** 6–10\+ years in insurance sales, with at least 3\+ years managing multi\-unit or branch\-level teams.
• **Skills:** Territory management, strategic planning, team leadership, financial acumen, and stakeholder management.

Pay: ₹250,000\.00 \- ₹450,000\.00 per year

Benefits

• Cell phone reimbursement
• Flexible schedule

Work Location: In person