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Job Description

AB Sun Life Insurance Co Ltd

TM-Manager-Service to Sales-thane

Location: G-Corp Tech Park, Thane, Maharashtra

Job Description

Job Description (JD) – Floor Manager (Service to Sales)

Job Title:

Floor Manager – Service to Sales (S2S)

Department:

Customer Service & Sales

Reporting To:

Unit Head – Service to Sales

Location:

As per business requirement

Working Hours:

  • Shift Timing: 9:00 AM to 8:00 PM
  • Weekly Off: As per roster
  • Two Saturdays working and two Saturdays off every month (subject to business requirements)

Job Purpose:

The Floor Manager will be responsible for managing day-to-day floor operations of the Service-to-Sales team, driving productivity, ensuring process adherence, improving occupancy, reducing ACW, enhancing talk time, and maximizing conversion through effective coaching, monitoring, and team engagement.

Key Responsibilities:

Team Management

  • Manage and supervise CREs (Customer Relationship Executives) on the floor.
  • Monitor attendance, punctuality, login adherence, and shift compliance.
  • Conduct daily huddles and performance reviews.
  • Maintain discipline and ensure process adherence.

Productivity Management

  • Track key productivity metrics such as: 
    • Occupancy
    • Total Calls
    • Talk Time
    • ACW (After Call Work)
    • Net Login Hours
    • Available Time
    • Auto-Off
  • Drive initiatives to improve daily productivity and efficiency.
  • Ensure achievement of team-level business targets.

Sales Performance Management

  • Monitor lead allocation and utilization.
  • Track lead-to-contact and contact-to-conversion ratios.
  • Improve policy conversion through coaching and intervention.
  • Support CREs in objection handling and sales closure techniques.

Quality & Coaching

  • Conduct regular call listening sessions.
  • Identify skill gaps and provide on-floor coaching.
  • Implement refresher training programs.
  • Share best practices and success stories across the team.

Governance & Reporting

  • Prepare daily, weekly, and monthly performance reports.
  • Highlight performance gaps and suggest corrective actions.
  • Coordinate with MIS for dashboard management and analytics.
  • Ensure adherence to compliance and audit requirements.

Stakeholder Management

  • Coordinate with Operations, MIS, Training, HR, and Business Teams.
  • Escalate operational issues impacting productivity and business results.
  • Work closely with Unit Head to implement strategic initiatives.

Key Performance Indicators (KPIs)

Productivity KPIs

  • Occupancy %
  • Talk Time
  • ACW Reduction
  • Calls per CRE
  • Net Login Hours
  • Auto-Off %

Sales KPIs

  • FYP Achievement
  • Conversion %
  • Revenue per CRE
  • Lead Utilization %
  • Contact Rate %

Team KPIs

  • Attendance Adherence
  • Attrition Control
  • Training Completion
  • Quality Scores

Required Qualifications

  • Graduate in any discipline.
  • MBA preferred.

Experience

  • 3–6 years of experience in Contact Center, Insurance, Banking, Telesales, or Service-to-Sales operations.
  • Minimum 1–2 years of team handling experience.

Key Skills

  • Team Management
  • Floor Operations Management
  • Sales Coaching
  • Data Analysis & Reporting
  • MS Excel & PowerPoint
  • Performance Management
  • Communication & Stakeholder Management
  • Problem Solving & Decision Making

Expected Outcomes

  • Improve team occupancy to 85%+
  • Reduce ACW to targeted levels
  • Increase talk time and productivity
  • Improve conversion and FYP achievement
  • Ensure strong governance and process compliance
  • Build a high-performance and result-oriented Service-to-Sales team

Span of Control: 15–25 CREs per Floor Manager (depending on business requirements).


Minimum Experience Level

4 - 8 years

Job Qualifications

Under Graduate

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