Specialist- Planning & Performance

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 channelsDevelop 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.