Team Leader

Job Description – Team Leader (Bancassurance Department)Position: Team Leader – BancassuranceDepartment: BancassuranceReporting To: Sales ManagerJob Summary:The Team Leader (TL) is responsible for supervising, mentoring, and driving a team of Bancassurance Sales Officers/Executives to achieve assigned sales targets, maintain strong relationships with bank branch staff, and ensure compliance with company and regulatory guidelines. The TL acts as a bridge between the bank and the insurance company to support smooth operations, maximize business opportunities, and deliver superior customer service.Key Responsibilities:1. Sales & Business DevelopmentAchieve monthly and annual bancassurance sales targets through effective team management.Drive sales activities by planning daily branch visits, customer meetings, and follow-ups.Explore new business opportunities within assigned bank branches.Ensure product knowledge and sales scripts are well understood and implemented by the team.Monitor team performance and take corrective actions where required.2. Team Management & TrainingLead, motivate, and guide the sales team toward achieving individual targets.Conduct regular team meetings, performance reviews, and coaching sessions.Identify skill gaps and coordinate training for team members with the training department.Manage attendance, discipline, and productivity of the team.3. Bank Relationship ManagementMaintain productive relationships with bank branch managers and staff.Ensure seamless coordination between the insurance company and bank personnel.Address bank-side concerns related to products, processes, or customer handling.Conduct product briefings and awareness sessions for bank staff when required.4. Customer Relationship & ServiceEnsure the team provides accurate product information and maintains high service standards.Handle escalated customer inquiries, complaints, and ensure timely resolution.Support the team in completing documentation, underwriting requirements, and policy issuance.5. Compliance & ReportingEnsure all sales practices comply with company policies, regulatory guidelines, and bank SOPs.Review and verify proposal forms and customer documents for accuracy.Provide daily, weekly, and monthly sales reports to management.Monitor persistency levels and coordinate follow-ups for premium renewals.Required Qualifications & Skills:Education:Bachelor’s degree in Business, Finance, Marketing, or a related field. Experience:at least 1 years of sales experience in insurance or banking.Skills & Competencies:Strong leadership and team-management skills.Excellent communication and interpersonal abilities.Target-driven with strong business acumen.Good understanding of insurance products (Life/Health) and bancassurance processes.Ability to handle pressure and manage multiple branches.Strong reporting and analytical skills.Key Performance Indicators (KPIs):Achievement of sales targets.Team productivity and activity levels.Branch activation and number of active bank branches.Persistency ratios and customer satisfaction.Compliance and documentation quality.