Role Summary:

The Head - Partner Engagement will own and drive the end-to-end broker and partner engagement strategy across Agency and Retail Broking channels, covering company's 60,000+ partner ecosystem nationally. The role is responsible for building deep partner relationships, designing signature engagement programs, enabling partners through training and tech adoption, and driving measurable business impact across premium, activations, and retention. The incumbent will lead a high-performing central team, partner closely with Geo leadership and CXO stakeholders, and ensure every partner initiative is tied to clear business objectives, ROI, and long-term partner loyalty.

Key Responsibilities:

Strategy & Leadership:

- Define and lead the broker and partner engagement strategy across Agency and Retail Broking channels, spanning all regions.

- Own the end-to-end partner engagement lifecycle - strategic planning, program design, execution, governance, and performance tracking.

- Partner the Leadership team and Zonal Heads to align engagement initiatives with AOP, growth priorities, and revenue targets.

- Represent company in senior-level partner discussions, programme launches, MoUs, and strategic reviews with partner leadership.

- Prepare and present monthly Steering Notes and quarterly business reviews on partner engagement health.

Signature & Tiered Partner Programs:

- Own the company's Signature Partner Programme - Companys's flagship, invite-only program for top-tier brokers - including partner selection, onboarding, joint business plans, and partner-wise target governance.

- Design and run signature engagement programs such as Lakshya and reward/recognition platforms focused on productivity, loyalty, and long-term value creation.

Partner Activation, Training & Tech Enablement:

- Drive partner training and capability-building initiatives, including the 90-Day Development Program for new partner-facing hires and ongoing partner education.

- Lead tech adoption and enablement programs across the company portal, partner app, and dashboards to improve partner self-service, productivity, and experience.

- Conceptualize and execute integrated marketing and engagement campaigns (incentives, contests, joint GTM) with key partners.

- Work hand-in-glove with Marketing, Sales, Product, Tech, Underwriting, and Claims to ensure a seamless, consistent partner experience across touchpoints.

Performance Management & Insights:

- Track, analyze, and report partner-level and campaign-level performance - premium, activations, recruitment, retention, ROI.

- Establish clear scorecards, KPIs, and dashboards for partner engagement initiatives across Motor, NonMotor and Health.

- Translate data into actionable insights and corrective interventions; continuously optimize engagement design and payout governance.

- Ensure adherence to IRDAI and intermediary compliance norms across all partner initiatives and communications.

People & Resource Management:

- Lead, mentor, and develop a central team of partner engagement, programs, and campaign professionals.

- Provide regular coaching, performance feedback, and career guidance; build a strong leadership pipeline.

- Manage budgets, payouts, and timelines across partner programs and campaigns with strong governance.

Technical & Functional Skills:

- Advanced proficiency in Excel, analytics, dashboards, and campaign performance reporting; ability to build segmentation and scoring models.

- Strong understanding of insurance distribution ecosystems - agency, broking, and intermediary channels - and engagement metrics.

- Familiarity with marketing automation, CRM, and partner-portal platforms.

- Demonstrated ability to evaluate campaign ROI and translate data into business recommendations.

- Working knowledge of IRDAI regulations relevant to intermediary management is a plus.

Behavioral & Leadership Competencies:

- Strategic thinker with a strong growth and innovation mindset.

- Proven leadership and people-management capabilities in a matrixed environment.

- Excellent communication, presentation, and stakeholder management skills - comfortable engaging with broker promoters, CXOs, and Zonal leadership.

- Strong negotiation and influencing abilities across internal and external stakeholders.

- Results-driven, collaborative, and skilled at driving disciplined execution across functions.

Experience Profile:

- 7-15 years of experience in distribution strategy, partner engagement, or channel management, preferably in BFSI / general insurance / health insurance.

- Prior experience leading large broker or agency engagement programs at scale is strongly preferred.