Relationship Manager - Retail Health

The Relationship Manager – Retail Health will be the primary liaison between USGI Legal Entity and its network of retail health agents. You will lead agent recruitment, oversee their training and daily activities, monitor monthly performance metrics such as Gross Written Premium (GWP), and organize workshops to enhance product knowledge and sales effectiveness. This role blends strategic planning with hands‑on execution to ensure consistent growth and superior client experiences across the retail health channel.

• Identify, recruit, and onboard new retail health agents to expand market coverage.
• Develop and deliver comprehensive training programs and workshops for agents.
• Monitor daily agent visits and activities to ensure compliance and productivity.
• Track and report monthly GWP achievements and other key performance indicators.
• Coach agents on sales techniques, product knowledge, and regulatory requirements.
• Coordinate with internal teams to provide agents with marketing collateral and support.
• Analyze agent performance data to identify improvement opportunities.
• Facilitate regular feedback sessions and performance reviews with agents.
• Organize and lead regional workshops and events to promote best practices.
• Maintain accurate records of agent activities, achievements, and training outcomes.

• Bachelor’s degree in Business, Healthcare Administration, or related field.
• 3+ years of experience in relationship management, sales, or agent development within the health sector.
• Proven track record of meeting or exceeding GWP and sales targets.
• Strong communication and presentation skills for conducting workshops and training.
• Ability to analyze performance data and translate insights into actionable plans.
• Excellent organizational skills with a focus on daily visit scheduling and follow‑up.
• Knowledge of retail health products, regulations, and market dynamics.
• Proficiency with CRM systems and Microsoft Office Suite.
• Self‑motivated, results‑driven, and able to work independently and as part of a team.
• Willingness to travel frequently for agent visits and regional events.