Insurance Advisor - Group Medical
Role Overview
Onsite corporate group medical insurance sales role focused on new business, revenue generation, account management, and client retention.
The advisor engages businesses, assesses employee healthcare needs, recommends suitable plans, presents quotations, negotiates, and supports policy issuance.
Key Skills for This Role
Full Job Posting
Role purpose
Onsite corporate group medical insurance sales role focused on new business, revenue generation, account management, and client retention.
The advisor engages businesses, assesses employee healthcare needs, recommends suitable plans, presents quotations, negotiates, and supports policy issuance.
Sales and account management
- Generate corporate leads, build a prospect pipeline, engage decision-makers, and convert opportunities into issued group medical policies.
- Recommend solutions, present insurer quotations, explain coverage, handle objections, negotiate, and pursue sales and revenue targets.
- Manage corporate accounts and renewals proactively, identify retention risks, negotiate renewal options, and grow existing accounts.
- Coordinate client documents, employee census data, quotations, underwriting, policy issuance, renewals, and case updates with insurers and internal teams.
- Maintain accurate CRM records of sales activity, opportunities, renewals, revenue, and performance; monitor pipeline progress and conversion.
- Deliver customer service, accurate documentation, and compliant coordination across the customer lifecycle.
Experience and evidence
- Preferably 2+ years of proven sales experience in a target-driven environment.
- Demonstrated and verifiable new-business sales and, where applicable, corporate account, renewal, retention, and revenue performance are critical.
- Candidates should be able to substantiate targets and results, accounts won, GWP or other revenue, conversion and retention metrics, or comparable performance evidence.
- UAE group medical insurance experience is strongly preferred; strong performers from other insurance, banking, financial services, B2B, or target-driven sales may be considered.
- Corporate client engagement, business development, account management, renewals, telephone sales, or pipeline experience is desirable.
Skills and qualifications
- Strong consultative sales, prospecting, negotiation, closing, presentation, and objection-handling ability.
- Ability to build corporate relationships, influence decision-makers, manage multiple opportunities, and follow up proactively.
- CRM and digital sales proficiency, numerical and analytical ability, attention to detail, and customer-service orientation.
- Fluency in English is required; additional languages relevant to UAE corporate clients are beneficial.
- A bachelor's degree or equivalent is preferred; insurance qualifications or certifications are advantageous.
- Knowledge of UAE medical insurers, provider networks, group policy structures, regulation, quotations, employee census data, or group underwriting is preferred or advantageous.
Performance expectations
Performance measures include new-business revenue and GWP, new corporate accounts, conversion rates, renewal retention, policy issuance, and portfolio growth.
Other measures include follow-up quality, referrals and cross-selling, quotation and documentation accuracy, CRM discipline, compliance, and customer experience.
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