Medical Insurance Advisor

2 weeks ago

Dubai, Dubai, United Arab Emirates Net2Source (N2S) Full time

Key Responsibilities

  1. Inbound Lead Conversion


• Handle inbound health insurance inquiries generated through online platforms,

digital campaigns, and referrals.


• Conduct consultative discussions to assess customer needs and recommend

suitable health insurance plans compliant with DoH, DHA, and MOH regulations.


• Present accurate and transparent quotations, ensuring clients fully understand

coverage options, benefits, and exclusions.


• Achieve and exceed monthly and quarterly new business targets through high

quality lead conversion.


• Maintain professionalism, empathy, and solution-oriented communication

throughout the sales cycle.

  1. Customer Experience & Relationship Management


• Provide a premium advisory experience from initial inquiry to policy activation.


• Ensure all interactions are clear, compliant, and customer-centric.


• Deliver post-sale support, confirming policy details, documentation accuracy, and

activation completion.


• Build strong relationships with new clients to enhance retention and future cross

sell opportunities.

  1. Compliance & Operational Excellence


• Ensure full adherence to Central Bank of UAE and Health Authority compliance

standards.


• Accurately record all leads, quotations, and client communications within the CRM

system.


• Coordinate with underwriting and operations teams to ensure efficient policy

processing and issue resolution.


• Follow internal quality and data protection standards at all times.

Desired Skills & Qualifications

Education & Experience


• Bachelor's degree from a reputed university (mandatory).


• Minimum 2–3 years of proven success in health insurance sales, specifically in

managing and converting inbound leads within the UAE market.


• Demonstrated achievement of sales targets and strong performance consistency.


• Good understanding of UAE health insurance regulations and policy frameworks.

Technical & Soft Skills


• Excellent English communication skills (verbal and written); additional languages

are an advantage.


• Strong consultative selling, negotiation, and closing skills.


• Proficiency with CRM systems, quotation tools, and digital communication

platforms.


• Highly organized, detail-oriented, and able to manage multiple client interactions

efficiently.


• Self-motivated and target-driven, with strong follow-up discipline and time

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