Purpose for the Job

To support all business development opportunities and related requests including issuing competitive quotations, RFQs and champion retention of the new medical business within the Retail & SME Division by offering seamless sales operations support in line with the Retail & SME Medical strategy. Organically grow the existing medical book by using the available digital platforms and other distribution lines.

Duties and Responsiblities

• Coordinate the preparation and submission of competitive medical quotation proposals in response to client requirements
• Liaising with the relevant IPF issuing parties, medical carriers and clients to ensure our new clients receive timely and accurate premium financing
• Champion centralization of medical quotation issuance for the division including automation of the binder medical product quotations
• Delivery of RFQs in liaison with the Tender Team, handling of new customer calls, walk in clients’ medical enquiries, follow-up on submitted RFQs in liaison with the business development team
• New business weekly reporting including analysis on issued quotations, conversion rate, won & lost opportunities as well as key outcomes and areas of improvement and updating for new business success
• Prepare and maintain digital and direct medical leads report both from our digital platforms and from Minet Staff
• Champion medical product training within the entire division and Minet Staff, conduct member education within SMEs, and organize quarterly member education webinars per carrier to the retail medical clients
• Support the business development and medical retention teams in executing sales strategies to achieve revenue targets
• Collaborate with internal stakeholders, including medical underwriters and legal teams, to ensure RFQs and client SLAs submissions meet regulatory and company standards
• Respond to all retail and SME medical incoming calls, letters, emails from clients/brokers within set TAT’s and attend to walk in clients promptly and professionally
• Ensure all issues complaints are promptly and proactively resolved

Key Result Areas

• At least 95% retention of the new medical business for Retail & SME
• 100% budget achievement of new medical business targets

​​​​​​​Key Competencies

• Communication – Speaks clearly and persuasively
• Systematic Reasoning – Recognises and clarifies problems
• Product Knowledge – Fair knowledge and understanding of medical insurance products
• Quality – Demonstrates accuracy and thoroughness
• Customer Service – Responds promptly to customer needs
• Teamwork – Able to work in a team set up to achieve team commitments
• Integrity – maintains an honest and professional approach in all dealings

​​​​​​​Knowledge And Skills Required

• At least 2 years of experience within a busy medical insurance environment
• Healthy knowledge of IT solutions and systems
• Strong analytical and research skills.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to manage multiple tasks and meet tight deadlines.
• Strong attention to detail and organizational skills.

​​​​​​​Professional and Academic Qualifications

• Bachelor’s Degree in a Business-related field from a recognized university
• Certificate of proficiency in insurance
• Diploma in insurance (AIIK or ACII)