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
