Banca Relationship Executive - Health Business at Britam

Job Purpose:

• Growth of Corporate, Retail and EMC medical insurance business to meet set annual premium targets.

Key responsibilities:

• Secure new business directly or through intermediaries.
• Maintain relationships with intermediaries to ensure targets are met. 
• Provide excellent customer service to clients.
• Follow up on renewals for retail medical insurance business.
• Forward proposal forms to underwriting department.
• Conduct regular training to the bancassurance partners.
• Prepare weekly reports as required and guided. 
• Undertake initial underwriting in accordance with set guidelines to ensure sound acceptance of risk and proper KYC vetting process.
• Respond to customer and client enquiries in a timely manner.
• Assist in conducting market research to aid in continuous improvement of the various banca co-created products.
• Secure all on boarding documentation and premiums for new business.
• Delegated Authority:  As per the approved Delegated Authority Matrix.
• Perform any other duties as may be assigned from time to time.

Key Performance Measures:

• As described in your Personal Scorecard. 

Knowledge, experience, and qualifications required:

• Bachelors’ degree in a business-related field.
• Professional qualification in Insurance (ACII, IIK).
• 3-4 years’ relevant experience in the insurance industry.

Technical/ Functional competencies:

• Knowledge of insurance regulatory requirements.
• Knowledge of insurance products.
• Sales and marketing management skills.