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Job Description

Key Responsibilities

  • Monitor and ensure achievement of sales targets through acquisition of new accounts and retention of existing clients.
  • Analyze account requirements and prepare proposals based on approved pricing and underwriting guidelines.
  • Recommend competitive pricing, benefit packages, and account solutions to support business growth and client retention.
  • Conduct client meetings, presentations, negotiations, and account reviews.
  • Manage account renewals and ensure successful closure of new and existing business opportunities.
  • Escalate pricing, benefits, and contract concerns to management for appropriate action.
  • Prepare client proposals, presentations, business correspondence, and account documentation.
  • Coordinate with internal departments such as Actuarial, Underwriting, Account Management, and Operations to ensure seamless account servicing.
  • Review and ensure completeness of all account requirements and supporting documents.
  • Ensure compliance with Know-Your-Client (KYC), governance policies, and company regulations.
  • Prepare and submit sales reports, client updates, activity calendars, pipeline reports, and profit-and-loss reports.
  • Analyze healthcare utilization data and prepare periodic utilization reports for clients and brokers.
  • Maintain strong relationships with clients to improve customer satisfaction and retention.

Technical Skills

  • Sales and Business Development
  • Account Management
  • Client Relationship Management (CRM)
  • Proposal Writing and Presentation Development
  • Data Analysis and Reporting
  • Pricing and Benefits Analysis
  • Contract Review and Documentation
  • Microsoft Excel (Intermediate to Advanced)
  • Microsoft PowerPoint
  • CRM Systems and Sales Tracking Tools
  • Financial and Profitability Analysis

Soft Skills

  • Excellent Communication Skills (Verbal and Written)
  • Negotiation and Persuasion Skills
  • Relationship Building
  • Presentation and Public Speaking
  • Customer Service Orientation
  • Analytical Thinking
  • Problem Solving
  • Attention to Detail
  • Time Management
  • Collaboration and Stakeholder Management

Recommended Training Sales & Account Management

  • Consultative Selling Techniques
  • Key Account Management
  • Business Development and Sales Pipeline Management
  • Customer Relationship Management (CRM)

Healthcare / HMO Industry

  • Healthcare Benefits and Insurance Fundamentals
  • HMO Products and Services
  • Healthcare Utilization Analysis
  • Underwriting and Risk Assessment Basics

More Info

Job Type:
Industry:
Employment Type:

Job ID: 151702977

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