Spearhead retail insurance growth through client engagement (individuals and SMEs), digital sales, product education, and tailored coverage recommendations. Leverage insights and tools to deepen relationships, expand reach, and deliver growth while ensuring compliance.

Key Responsibilities:


Market and sell general insurance: motor, domestic, personal accident, travel, WIBA, individual medical covers, and SME-targeted covers
Conduct client needs assessments; recommend personalized solutions
Support full sales cycle: quotation, product explanation, policy comparison, documentation
Facilitate client onboarding; ensure accurate documentation
Educate on policy terms, coverage, premiums, and exclusions
Support claims initiation; coordinate with internal teams and underwriters
Maintain records: client interactions, sales, policies in CRM
Follow up on renewals, lapsed policies, unpaid premiums
Stay informed on product changes, underwriting updates, competitors, regulations
Participate in marketing campaigns, promotions, community outreach
Collaborate internally: underwriting, finance, customer service
Build relationships with underwriters, aggregators, service providers
Submit sales performance and pipeline reports
Maintain and track retail client pipeline
Contribute to the development and launch of unique retail products


Qualifications:


Degree in Business Admin, Marketing, or Insurance
Diploma in insurance or equivalent professional certification, AIIK or COP qualifications


Experience:


Minimum 3 years in a sales environment (preferably insurance)
Proven track record of meeting/exceeding sales targets for all insurance products