The posting
Job Description
The Relationship Manager – Retail Health will be the primary liaison between USGI Legal Entity and its network of retail health agents. This role focuses on recruiting new agents, generating gross written premium (GWP), providing comprehensive training and ongoing hand‑holding, and ensuring the sales force is continuously updated with the latest product and market information. Success in this position will directly contribute to the growth and exclusivity of our retail health portfolio.
Responsibilities
- Recruit new retail health agents and expand the agent network
- Generate Gross Written Premium (GWP) through agent performance initiatives
- Design and deliver training programs for agents on product knowledge and sales techniques
- Conduct regular on‑site visits to agents for coaching and relationship building
- Provide hand‑holding support to agents to address challenges and improve results
- Update and maintain the sales force automation system with accurate agent data
- Develop and execute exclusive retail health strategies to differentiate the offering
- Monitor and analyze agent performance metrics to identify improvement opportunities
- Coordinate marketing and promotional activities with agents to drive sales
- Serve as the primary point of contact for agent inquiries and problem resolution
Qualifications
- 5+ years of relationship management experience in retail health, insurance, or related financial services
- Proven track record of meeting or exceeding GWP targets
- Strong communication, coaching, and presentation skills
- Willingness and ability to travel regularly to agent locations
- Proficiency with sales force automation tools and CRM systems
- Experience in agent recruitment, onboarding, and performance management
- Analytical mindset with ability to interpret sales data and metrics
- Bachelor's degree in Business, Healthcare, Finance, or a related field
- Self‑motivated and able to work independently as well as cross‑functionally
- Familiarity with exclusive retail health product lines and market dynamics



