Specialist - Planning & Performance

Role Overview

This position focuses on conducting market evaluations, formulating sales strategies for SME and Retail sectors, assessing associated risks, monitoring departmental results, and consolidating payments to boost the performance of SME and Retail Sales teams.

Key Responsibilities

• Analyze market research, benchmarking data, and recent changes in insurance-related laws and regulations to implement best practices in SME and Retail sales.
• Create detailed SME and Retail sales plans that align strategic and financial objectives with practical operational targets.
• Design sales strategies for various regions and channels that are consistent with broader goals, including targets for gross written premiums, customer acquisition, and overall performance metrics.
• Communicate annual strategic and operational plans along with sales objectives to all relevant sales channels.
• Develop and execute performance management systems to track the effectiveness of SME and Retail sales activities.
• Assist in defining Key Performance Indicators (KPIs) for different sales divisions, such as Sales Excellence, Direct Sales, Intermediate Sales, and Digital After-sales, to monitor overall sales channel and support function performance.
• Perform portfolio assessments to examine the status of SME and Retail sales by segment, loss ratios, and channel performance.

Qualifications

• A Bachelor's degree in Business Administration or a closely related field is mandatory.
• At least two years of professional experience in insurance or sales sectors is required.