Medical Insurance Advisor

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.

2. 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.

3. 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 23 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