Specialist- Planning & Performance

Role Overview

We are seeking a highly motivated and analytical Specialist- Planning & Performance to join our dynamic team. In this pivotal role, you will play a critical part in driving the success of our SME & Retail Sales department by conducting comprehensive market analysis, developing strategic sales plans, assessing risks, and monitoring performance metrics. Your contributions will directly enhance operational efficiency and support the achievement of departmental and organizational goals.

Key Responsibilities

• Market & Regulatory Analysis: Review market research, benchmark studies, and evolving insurance-related legal and regulatory requirements to identify best practices and ensure compliance. Leverage these insights to refine and optimize SME & Retail Sales strategies.
• Strategic & Operational Planning: Develop and execute comprehensive SME & Retail Sales plans that align with strategic and financial objectives. Translate high-level goals into actionable operational plans, ensuring clarity and feasibility across all sales channels.
• Sales Strategy Development: Design and implement tailored sales strategies for regions and channels, including direct sales, intermediate sales, and digital after-sales. Align these strategies with overarching targets such as Gross Written Premium (GWP), customer acquisition goals, and performance benchmarks.
• Plan Distribution & Target Setting: Disseminate yearly strategic and operational plans, along with sales targets, to relevant sales channels. Ensure alignment and accountability across all teams to drive consistent performance.
• Performance Management: Develop and deploy performance management tools to monitor the effectiveness of SME & Retail Sales functions. Implement robust tracking mechanisms to evaluate progress against established KPIs, including Sales Excellence, Direct Sales, Intermediate Sales, and Digital After-sales metrics.
• Portfolio Analysis: Conduct in-depth portfolio evaluations to assess the current state of SME & Retail Sales. Analyze key metrics such as segment performance, lost ratios, and channel efficiency to identify opportunities for improvement and growth.

Qualifications & Experience

To excel in this role, you must possess the following qualifications and experience:

• A Bachelor’s Degree in Business Administration, Finance, Economics, or a related field. Equivalent professional qualifications will also be considered.
• Minimum of two years of hands-on experience in the insurance industry or a sales-focused environment. Prior exposure to sales planning, performance analysis, or strategic development is highly advantageous.
• Strong analytical skills with the ability to interpret complex data and translate insights into actionable strategies.
• Excellent communication and collaboration skills, with the capacity to work effectively across cross-functional teams and senior leadership.
• Proficiency in using data analytics tools and performance management software to drive informed decision-making.

Why Join Us?

As a Specialist- Planning & Performance, you will have the opportunity to shape the future of our SME & Retail Sales operations while contributing to the broader success of our organization. This role offers a platform to develop your strategic thinking, analytical prowess, and leadership skills in a collaborative and innovative environment. If you are passionate about driving performance and delivering measurable results, we encourage you to apply and become a key player in our growth journey.