Michael Agyin Boateng

Responsibilities

• Lead the sales process by identifying potential clients, conducting needs assessments, and delivering compelling presentations of our health insurance products.
• Develop and execute strategic sales plans to achieve quarterly and annual sales targets while expanding the existing client base.
• Conduct market research and analysis to stay abreast of industry trends, competitor offerings, and regulatory changes, ensuring that our sales strategies remain competitive.
• Mentor and train junior sales agents, sharing best practices and fostering a culture of continuous learning and improvement within the sales team.
• Collaborate with underwriting, compliance, and marketing teams to ensure seamless execution of sales initiatives and adherence to regulatory standards.
• Maintain accurate records of client interactions, sales activities, and pipeline management within our CRM system

• Efficiently managed the data of exiting and joining members, coordinating with the IT department for accuracy.
• Proactively distributed porting and exit documentation to members, ensuring receipt through diligent follow-up calls.
• Facilitated the porting process by submitting completed forms to trustees and confirming completion via emails and phone calls.
• Promptly acknowledged the receipt of all porting and exit forms to maintain a transparent communication channel.
• Issued swift transfer advisories to the billing and finance teams for seamless ported transaction processing.
• Informed the allocation team of ported transfers, providing comprehensive details for new joiners.
• Updated new members on their transfer status and statement revisions, ensuring they are well-informed.
• Compiled and submitted detailed weekly and monthly reports on porting and exit metrics for management review.
• Coordinated with the benefits unit to expedite the transfer requests from the Employee Pension Plan (EPP).
• Engaged with retail and corporate clients to resolve non-incepted payments, enhancing customer satisfaction.
• Diligently prepared and presented weekly and monthly reports on non-incepted business, driving process improvements.

• Recruiting new staff
• Making sure that staff get paid correctly and on time
• Managing pensions and benefits administration
• Approving job descriptions and advertisements
• Looking after the health, safety and welfare of all employees
• Organizing staff training
• Monitoring staff performance and attendance
• Advising line managers and other employees on employment law and the employer's own employment policies and procedures

Administrative Support:

• Data Management: Assist in maintaining and updating employee records, including personal information, contact details, and employment history.
• Record Keeping: Organize and maintain HR files, ensuring confidentiality and accuracy.
• Communication: Assist with internal communications, such as memos, announcements, and newsletters.
• General Office Tasks: Provide administrative support, such as answering phones, scheduling meetings, and managing correspondence.

Recruitment and Onboarding:

• Candidate Sourcing: Assist with recruitment efforts, including posting job openings, screening resumes, and scheduling interviews.
• Onboarding: Support the onboarding process for new hires, ensuring they have the necessary information and resources.

Employee Relations:

• Attendance and Leave: Assist in managing employee attendance and leave requests.
• Employee Grievances: Assist in addressing employee concerns and complaints.
• Policy Implementation: Support the implementation of HR policies and procedures.

Training and Development:

• Training Coordination: Assist in coordinating training programs and workshops.
• Performance Management: Support the performance management process, including performance evaluations and feedback.

Identifying and Developing New Sales Opportunities: Proactively seek out potential clients and build relationships with them.

Assessing Client Needs: Understand the unique needs and circumstances of each client to recommend the most appropriate insurance products.

Recommending Insurance Policies: Explain the features, benefits, and limitations of different insurance policies to help clients make informed decisions.

Building and Maintaining Client Relationships: Establish strong, long-term relationships with clients to ensure their ongoing satisfaction and loyalty.y

Meeting and Exceeding Sales Targets: Consistently achieve or surpass sales quotas and goals.

Providing Exceptional Customer Service: Ensure clients receive prompt, courteous, and professional service.

Preparing and Presenting Sales Proposals: Develop and present compelling sales proposals that clearly outline the benefits of insurance products.

Processing Policy Renewals and Amendments: Handle routine tasks such as policy renewals, amendments, and cancellations.

Maintaining Accurate Records: Keep detailed records of client interactions, policy information, and sales activities.