Role Purpose:
To perform market analysis, develop SME & Retail Sales plans, assess risks, monitor performance, and consolidate payments to enhance SME & Retail Sales departmental performance.
Key Activities:
- Review market research, benchmark analysis and changes in insurance-related legal/regulatory obligations to incorporate SME & Retail Sales best practices.
- Develop SME & Retail Sales plan that translates strategic and financial goals into operational plans.
- Develop sales plans and strategies for regions/sales channels in line with high-level plans/objectives and targets (i.e., GWP targets, customer targets, performance goals, etc.)
- Distribute yearly strategic and operational plans as well as sales targets to the respective sales channels
- Develop and implement performance management tools that monitor the performance of SME & Retail Sales functions.
- Assist in establishing KPIs (i.e., KPIs for Sales Excellence, Direct Sales, Intermediate Sales, and SME & Retail Digital After-sales) that track the overall performance of direct and intermediate sales channels as well as sales support activities.
- Conduct portfolio analysis to evaluate the current situation of SME & Retail Sales (i.e., per segment, lost ratio, channels, etc.).
Qualifications:
- A Bachelor’s Degree in Business Administration or equivalent is required.
- Minimum of 2 years of experience in insurance or sales field.