Job Title

Team Lead - Health Insurance Advisors About us Navi is one of the fastest-growing financial services companies in India providing Personal & Home Loans, UPI, Insurance, Mutual Funds, and Gold. Navi's mission is to deliver digital-first financial products that are simple, accessible, and affordable. Drawing on our in-house AI/ML capabilities, technology, and product expertise, Navi is dedicated to building delightful customer experiences. Founders: Sachin Bansal & Ankit Agarwal What makes you a good fit at Navi? ● Ability to learn ● Being disciplined ● Communicating well How would your role at Navi look like? ● Responsible for leading the health insurance advisory team (sales and retention). ● Guide and motivate the health insurance advisory team on their monthly targets, evaluate their performance and conduct root cause analysis for performance deviations. ● Run daily team stand-up, ensure high team productivity and adherence to defined protocols. ● Maintain integrity and transparency while dealing with customers and ensure that the team follows the same. ● Providing and maintaining MIS reports, and reviewing feedback on a Daily / Weekly & Monthly basis. ● Ensure that the team is up to date on all the product & process updates. ● Identify and drive process improvement initiatives. What are some good to have skills for this role? ● Strong communication, influencing skills, and calling etiquette ● 2+ years of experience in sales or operations role ● Should have a working knowledge of MS Excel and Google Sheets ● Should have high professional ethics and integrity ● Qualification: Graduate in any discipline