Policyfy
Website:
policyfy.com
Job details:
Company Description Policyfy is part of BYR Insurance Brokers, an insurance brokerage founded in January 2016 in New Delhi. The organization focuses on delivering relevant and tailored insurance solutions to customers in both General Insurance and Life Insurance. Policyfy works closely with individuals and businesses to understand their needs and recommend suitable products and services. The company values customer-centricity, transparency, and long-term relationships. Team members have the opportunity to contribute to a growing, dynamic insurance business with a focus on sustainable growth and client satisfaction.
Role Description The Team Leader at Policyfy is a full-time, on-site role based in Noida. This role involves supervising a team of insurance advisors or sales executives, setting daily and weekly targets, and monitoring performance against agreed goals. The Team Leader will guide team members on product knowledge, sales processes, and customer service standards, ensuring accurate and compliant handling of proposals, policies, and client documentation. Responsibilities include training and mentoring staff, resolving escalated customer issues, coordinating with internal departments and insurers, and preparing regular reports on team productivity and outcomes. The Team Leader is expected to foster a collaborative and ethical work environment, support continuous improvement of processes, and contribute to strategic initiatives that enhance customer experience and business results.
Qualifications
- Strong leadership, team management, and people development skills, with experience in coaching and performance monitoring.
- Solid customer service, client relationship management, and conflict resolution skills in a target-driven environment.
- Good understanding of General Insurance and Life Insurance products, policy features, and basic regulatory requirements.
- Proficiency in communication, both verbal and written, along with presentation and interpersonal skills.
- Ability to analyze performance data, prepare reports, and use basic office and CRM tools for tracking and planning.
- Experience in insurance sales, brokerage, or financial services team leadership is strongly preferred.
- Bachelor’s degree in business, finance, commerce, or a related field is beneficial; relevant industry certifications are an advantage.
- Capability to work on-site in Noida, manage multiple priorities, and maintain a high standard of integrity and professionalism.
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