1. Initiating and building relationships to source business
2. Ensuring activization of partners and clients
3. Develop business to meet targets
4. Providing proper servicing in terms of policy delivery, claims settlement and any other queries/complaints/requests
1. QC and documentation of Service Agreement & Hospital Document
2. Signature on Service Agreement of appropriate authority
3. Creation of Hospital Details in System
4. Providing confirmation about empanelment with us to provider and sending welcome kit to provider
5. Reconciliation of payment and discount to hospitals
1. Recruitment of agents and developing business through team of agents.
2. Hiring and managing agents in terms of activization to meet goal sheet targets, while keeping track of claims ratio.
3. Managing existing relationships with agents and ensuring a high performing team of productive agents through proactive servicing and information-sharing.
Sales Manager - Equity
1. Entry of policies issued on the system and maintaining an MIS of the same
2. Implement the organization's specified policies and procedures, guidelines and manuals and QC of proposals.
3. Query handling of sales staff, agents and customers.
4. Maintain banking, petty cash and other local financial and administration jobs.
Responsible for selling Health Insurance policies through UBI Bank branches