Retail Sales and Agency Officer - Equity Health Insurance
Equity Health Insurance is a leading provider of comprehensive health insurance solutions committed to ensuring access to quality healthcare for all. By focusing on equity, accessibility and innovation, we strive to empower individuals and families to manage their health and well-being effectively.
ROLE DESCRIPTION
The Retail Sales Agency Officers job purpose is to provide administrative, operation and sales support to the Retail & Agency Unit, ensuring smooth communication and performance tracking to drive sales and operational efficiency.
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KEY RESPONSIBILITIES
- Receives proposals forms submitted.
- Receives mandate forms submitted from branches
- Validates all proposal forms received
- Populates Monthly production report for the sales team.
- Prepares Establishment allowance, commissions, overriders and team leader mobilization allowances for the Sales Team
- Registers newly recruited Sales Executives.
- Supplies sales logistics to the Sales Team
- Reports on all Sales logistics supplied
- Link performance of SEs to career progression.
- Monitors performance of SEs on production dashboard.
- Compiles attrition report of sales executives
- Populates agency SDR report
- Files all Sales Executive registration forms
- Reconciles proposal forms submitted to Underwriting
- Prepares approved promo incentives for the sales team
- Prepare the ranking report of the Sales Team
KEY PERFORMANCE MEASURES:
- New Business approval
- Production Report
- Commission & Establishment Allowance
- SE Registration
- Sales Logistics
- Monitoring Of Performance
- Attrition Report
- Sale executive Promotion/Ranking
JOB SPECIFICATION
Education
- University degree or advanced professional qualification from a recognized institution.
- Masters degree is an added advantage
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Knowledge & Skills
- Administrative experience
- Operations support
- Proficiency in Data management tools and reporting
- Basic knowledge of the industry and sales processes
- Assertive
- Organized and detail-oriented
- Strong communication skills
- Proactive and resourceful
- Analytical and data savvy
- Adaptable
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