Business Development
Achieve monthly, quarterly, and annual sales targets through assigned broker partners.
Drive premium growth and policy issuance through the broking channel.
Identify current business opportunities and onboard potential broker relationships.
Develop and execute sales plans to maximize business from existing partners.
Relationship Management
Build and maintain robust relationships with broker branches, key decision-makers, and sales teams.
Conduct regular meetings, reviews, and business planning sessions with brokers.
Ensure high partner satisfaction through proactive support and issue resolution.
Act as the primary point of contact for assigned broker accounts.
Sales Enablement & Training
Conduct product training sessions for broker sales teams.
Educate partners on health insurance products, underwriting guidelines, and sales processes.
Support brokers in customer acquisition and conversion activities.
Drive product awareness and engagement campaigns.
Business Tracking & Reporting
Monitor business performance and partner productivity.
Analyze sales data and identify growth opportunities.
Maintain accurate reports on sales activities, pipeline, and partner engagement.
Share regular business updates with internal stakeholders.
Operational Coordination
Coordinate with underwriting, operations, claims, and service teams for smooth policy issuance and customer servicing.
Ensure timely resolution of partner and customer queries.
Maintain compliance with regulatory and company guidelines.