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Associate Manager - Auto Insurance

Associate Manager - Auto Insurance

KOGTA FINANCIAL (INDIA) LIMITEDJaipur, Republic Of India, IN
5 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

    • Note - Required only for Female Candidate

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    Manager Insurance • Jaipur, Republic Of India, IN

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