About this role
About the Role
Reporting to the Manager – Retail Medical, this role exists to drive growth of the retail medical insurance portfolio through acquisition, retention, and strong intermediary relationships. The role supports sales conversion, provides technical assistance, and ensures excellent customer and partner service. It contributes directly to revenue generation and market expansion.
Key Responsibilities
- Issue medical examination letters
- Build and maintain relationships with intermediaries and distribution channels
- Prepare and follow up on quotations to convert business
- Update sales pipeline and track performance
- Recruit new intermediaries to grow portfolio
- Conduct market intelligence and product feedback
- Renewal follow-ups and reminders
- Provide technical support through meetings and presentations
- Train intermediaries on product knowledge
- Ensure compliance in licensing and contracting intermediaries
- Respond to customer and intermediary enquiries
- Raise refunds for customers
- Resolve service issues (scope, premiums, commissions)
- Prepare cover confirmation letters
- Any other duty assigned by the Manager
- Ensure accurate debiting and crediting of proposals
- Prepare and dispatch notes, schedules, utilization reports
- Process and dispatch membership cards
- Cancel policies due to non-payment
- Maintain clean and accurate membership records
- Keep client correspondence files up to date
- Store business correspondence and admin data safely
- Prepare weekly and monthly retail reports
- Prepare travel letters
- Issue decline letters
- Resolve claims issues within 5 days
Who We’re Looking For
Essential Knowledge/Skills and Experience Required:
- Bachelor’s degree in a Business-related field or Actuarial
- Insurance professional Qualifications, added advantage
- 1-3 Years’ experience
- Good communication skills
- Customer Focussed
- Business Acumen
- Negotiation and Influence
- Good level of emotional intelligence
Skills
CommunicationDataExcelSales