Job Purpose:

Drive growth and retention of medical insurance portfolio. Identify market opportunities, manage client relationships, deliver healthcare coverage solutions, ensure onboarding and renewals, liaise with underwriters/providers, support compliance, and contribute to brand positioning using client insights and digital tools.

Key Responsibilities:

• Identify, pursue and convert medical insurance opportunities from SME and Corporate clients
• Build & maintain strong client relationships, promote cross-selling
• Conduct client needs assessments; match plans to budgets and requirements
• Prepare quotations, proposals, and presentations tailored to client specs
• Coordinate onboarding; ensure accurate documentation and underwriting submission
• Post-sale support: policy terms, claims guidance, benefits consultation
• Facilitate product knowledge sessions, wellness talks, benefit orientations
• Negotiate competitive rates with providers and insurers
• Stay updated on market trends, regulations, and new products
• Proactively manage policy renewals and handle objections/escalations
• Support claims process; coordinate between clients, insurers, and providers
• Manage robust sales pipeline; track conversions and report performance
• Represent Transnep at forums, events, and strategic stakeholder meetings
• Maintain detailed CRM records and generate periodic sales reports

Qualifications:

• Degree in Business Admin, Marketing, or Insurance
• Training in Health Insurance sales, healthcare management, underwriting (advantage)
• Diploma in insurance or equivalent professional certification, AIIK or COP qualifications

Experience:

• 3+ years in medical insurance sales or healthcare client service
• Experience in insurance brokerage or health insurance environment preferred
• Proven ability to meet sales targets and manage client portfolios

Skills & Competencies:

• In-depth understanding of medical insurance products and underwriting
• Excellent client engagement and relationship management
• Strong negotiation and communication skills
• Ability to explain medical and insurance terms clearly
• Proficient in CRM tools and Microsoft Office
• Highly organized and self-driven; manage multiple accounts
• Strong problem-solving and service escalation handling
• Knowledge of insurance compliance and ethical sales practices
• Collaborative team player, independent and cross-functional
• Resilient, goal-oriented, adaptable in fast-paced environments