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 recruitment, onboarding, and continuous development initiatives, conduct regular field visits, and provide hands‑on support to ensure agents meet performance goals and deliver exceptional client experiences.

• Identify, recruit, and onboard new retail health agents to expand market coverage.
• Design and deliver comprehensive training programs for agents on product knowledge and sales techniques.
• Conduct regular on‑site visits to assess agent performance and provide actionable feedback.
• Offer hands‑on coaching and mentorship (handholding) to help agents overcome challenges.
• Maintain ongoing engagement with agents to build trust and long‑term partnerships.
• Monitor and drive Gross Written Premium (GWP) achievement against targets.
• Collaborate with marketing and product teams to develop agent‑focused promotional materials.
• Analyze agent performance data to identify improvement opportunities and best practices.
• Facilitate communication between agents and internal support functions (claims, underwriting, compliance).
• Prepare and present regular reports on recruitment, training outcomes, and GWP results to senior leadership.

• Bachelor’s degree in Business, Healthcare Administration, or related field.
• 3+ years of experience in relationship management or sales within the retail health or insurance industry.
• Proven track record of recruiting and developing high‑performing agent teams.
• Strong understanding of Gross Written Premium (GWP) metrics and sales targets.
• Excellent communication, presentation, and interpersonal skills.
• Ability to travel frequently for agent visits and training sessions.
• Analytical mindset with proficiency in CRM and reporting tools.
• Self‑motivated, results‑driven, and able to work independently.
• Knowledge of regulatory and compliance requirements in the health sector.
• Demonstrated problem‑solving skills and ability to coach agents through complex issues.