Relationship Manager - Retail Health

Company : Universal Sompo General Insurance Co.

Job Description - Relationship Manager - Retail Health

Description
The Relationship Manager – Retail Health will be the primary liaison between USGI Legal Entity and its network of retail health agents. This role focuses on recruiting new agents, generating gross written premium (GWP), providing comprehensive training and ongoing hand‑holding, and ensuring the sales force is continuously updated with the latest product and market information. Success in this position will directly contribute to the growth and exclusivity of our retail health portfolio.

Responsibilities

Recruit new retail health agents and expand the agent network
Generate Gross Written Premium (GWP) through agent performance initiatives
Design and deliver training programs for agents on product knowledge and sales techniques
Conduct regular on‑site visits to agents for coaching and relationship building
Provide hand‑holding support to agents to address challenges and improve results
Update and maintain the sales force automation system with accurate agent data
Develop and execute exclusive retail health strategies to differentiate the offering
Monitor and analyze agent performance metrics to identify improvement opportunities
Coordinate marketing and promotional activities with agents to drive sales
Serve as the primary point of contact for agent inquiries and problem resolution

Qualifications

5+ years of relationship management experience in retail health, insurance, or related financial services
Proven track record of meeting or exceeding GWP targets
Strong communication, coaching, and presentation skills
Willingness and ability to travel regularly to agent locations
Proficiency with sales force automation tools and CRM systems
Experience in agent recruitment, onboarding, and performance management
Analytical mindset with ability to interpret sales data and metrics
Bachelor's degree in Business, Healthcare, Finance, or a related field
Self‑motivated and able to work independently as well as cross‑functionally
Familiarity with exclusive retail health product lines and market dynamics

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Relationship Manager - Retail Health

Job Description - Relationship Manager - Retail Health

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