Associate Manager - Motor Insurance - JaipurKOGTA FINANCIAL (INDIA) LIMITED • Surat, IN

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Associate Manager - Motor Insurance - Jaipur

KOGTA FINANCIAL (INDIA) LIMITED • Surat, IN

2 days ago

Job description

Job Summary

Responsible 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 Responsibilities

AreaResponsibilities

Sales & 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, deadlines

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Manager Insurance • Surat, IN

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