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

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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

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