Job Description

Job Summary:

The Unit Manager is responsible for leading a team of insurance advisors or agents to achieve sales targets, drive growth, and maintain a high standard of customer service. This role includes recruiting, training, mentoring, and monitoring performance while ensuring compliance with company policies and industry regulations.

Key Responsibilities:

1. Team Recruitment & Development:

• Recruit, interview, and onboard new insurance agents/advisors.
• Provide continuous training and development programs.
• Coach and mentor the team to improve productivity and skills.

1. Sales

1. Management:

• Set sales goals and monitor daily, weekly, and monthly performance.
• Implement effective sales strategies to achieve individual and team targets.
• Conduct regular team meetings and performance reviews.

1. Operational Duties:

• Ensure all agents comply with internal policies and regulatory guidelines.
• Manage reports on sales, lead conversion, and productivity metrics.
• Coordinate with underwriting, claims, and customer service departments.

1. Client Relationship & Business Development:

• Support agents in client prospecting, presentations, and closing deals.
• Promote cross-selling and upselling

• of insurance products.
• Maintain strong relationships with key clients and resolve escalated issues.

1. Performance Monitoring:

• Analyze market trends and competition.
• Track and report key performance indicators (KPIs).
• Motivate the team to exceed expectations and handle underperformance.

Required Qualifications:

• Bachelor’s degree in Business Administration, Finance, or related field.
• Minimum 3–5 years of experience in sales or agency management.
• Proven leadership and team management skills.
• Excellent communication, negotiation, and interpersonal skills.
• Goal-oriented with a results-driven approach.

Skills

• Ability to analyze data and prepare performance reports.

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