Account Executive - Medical Sales Support

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)