Assistant / Associate Agency Manager Health Insurance

Company Description HDFC ERGO General Insurance Company Limited is a subsidiary of HDFC Bank Limited, one of Indias leading private sector banks, and is backed by ERGO International AG of the Munich Re Group. The company offers a comprehensive range of general insurance products across retail segments such as motor, health, travel, home, and personal accident, as well as corporate solutions including property, marine, and liability insurance. With an extensive branch network and wide distribution channels, HDFC ERGO serves diverse customer needs throughout India. A 24x7 support team and a focus on seamless service and innovative products enable the company to deliver consistent, customer-centric insurance solutions.

Role Description The Assistant / Associate Agency Manager – Health Insurance is a full-time, on-site role based in Udaipur. The position involves developing and managing a network of insurance advisors and partners to drive health insurance sales in the region. The role includes prospecting and onboarding new advisors, providing training and guidance on products, sales techniques, and compliance requirements, and supporting them in achieving their business targets. The individual will monitor sales performance, analyze market opportunities, and implement local sales initiatives aligned with company strategy. Regular reporting, coordination with branch and regional teams, and maintaining strong customer and advisor relationships are key aspects of the day-to-day responsibilities.

Qualifications

• Strong sales and business development capabilities, including experience in target-driven environments and relationship management.
• Knowledge of health insurance products, basic underwriting concepts, and regulatory and compliance requirements in the insurance sector.
• Ability to recruit, train, and mentor advisors or channel partners, with skills in coaching, performance management, and team collaboration.
• Effective communication, negotiation, and interpersonal skills, with proficiency in presenting product features and resolving customer queries.
• Comfort with using digital tools and CRM or sales tracking systems for reporting, data analysis, and lead management.
• Bachelors degree in business, finance, marketing, or a related field; relevant insurance certifications are an advantage.
• Prior experience in health or general insurance, banking, or financial services, preferably in agency or channel management roles.
• Ability to work on-site in Udaipur, with readiness for local travel to meet advisors, partners, and customers as required.