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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:

Key Skills

Contract Review and Documentation

HMO Products and Services

Microsoft Excel Intermediate to Advanced

Data Analysis and Reporting

Financial and Profitability Analysis

Healthcare Benefits and Insurance Fundamentals

Underwriting and Risk Assessment Basics

Pricing and Benefits Analysis

Proposal Writing and Presentation Development

Client Relationship Management (CRM)

CRM Systems and Sales Tracking Tools

Healthcare Utilization Analysis

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