Job Purpose:
Champion growth, retention, and profitability of life assurance business. Deliver personalized strategies, client-focused risk solutions, align with regulatory frameworks, forecast protection needs, and expand Transnep's life portfolio through data insights and superior service.
Key Responsibilities:
Drive new business acquisition across corporate, SME, and individual segments
Prepare insurance proposals, quotations, and tender submissions
Negotiate policy terms and premiums with underwriters
Process policy renewals, endorsements, amendments; ensure client engagement
Support clients on inquiries, endorsements, documentation, payments, claims
Collaborate with claims teams; facilitate smooth processing and resolution
Monitor market, underwriting trends, regulatory changes; recommend solutions
Provide weekly/monthly production reports on pipeline, retention, portfolio growth
Build and maintain long-term relationships for referrals and cross-selling
Build and maintain strong relationships with insurers and other stakeholders
Conduct periodic policy reviews to ensure alignment with client needs
Support business development at events, product launches, seminars
Maintain accurate client and policy records for auditing and renewals
Work with sales support, admin, and finance to ensure service standards
Qualifications:
Degree in Insurance, Actuarial Science, Finance, Business Admin, or related field
Diploma in insurance or equivalent professional certification, AIIK or COP qualifications
Strong knowledge of life products, underwriting, and regulations
Proficiency in insurance software and CRM tools
Experience:
5+ years in life assurance sales, underwriting, or client servicing
Proven track record in business development and client retention
Skills & Competencies:
Strong negotiation skills; favorable terms and pricing
Relationship management; trust-building and stakeholder engagement
Attention to detail in quotations and underwriting compliance
Customer-centric mindset; responsive and personalized service
Market knowledge; products, pricing, underwriting, regulations
Communication skills; presenting insurance solutions
Organizational abilities; managing accounts and deadlines
Problem-solving; coverage gap analysis and risk alignment
Tech proficiency; insurance systems, CRM, MS Office
