Business Development Officer – SME Market Segment at Britam

Job Purpose:  
Responsible for growth of SME businesses and onboarding of NSSF Tier II business to meet set business targets  

Key responsibilities: 

• Acquire and onboard SME businesses by identifying and exploiting business opportunities. 
• Onboard NSSF Tier II business as per set targets.  
• Qualify and onboard SME champions, supervise the champions and make recommendation on supporting and improving the them. 
• Meet set production and other departmental targets. 
• Vett and qualify all attendance schedules of workshop attendees to ensure they meet set criteria and parameters. 
• Coordinate SME mini workshops and main workshops as per set schedule with other support departments – marketing, procurement etc.
• Follow up all workshop attendees to ensure close or loss with justified reasons for loss. 
• Prepare summary reports of all workshops held highlighting success areas and areas of identified for improvement.  
• Support and train Champions and intermediaries on SMEs and NSSF Tier II as per set calendar.  
• Prepare sales presentations for upcoming workshops, trainings and to prospective customers for self and also to support champions and intermediaries. 
• Accompany champions and intermediaries for identified customer visits and presentations.  
• Develop cordial working relationships with all intermediaries, partners and customers and report any conflicts while maintain a schedule of all reported conflicts.       
• Handle any queries and concerns as per agreed TATs to ensure delivery of exceptional customer service.  
• Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors' products. 
• Prepare and maintain weekly and adhoc reports as required.  
• Prepare and maintain an updated sales pipeline. 
• Regular training of champions, intermediaries and partners on SME and NSSF Tier II solutions, business acquisition skills and company processes. 
• Liaise internally with other members of the team to ensure effective and efficient execution of customer, champions and intermediary requests. 

Knowledge, experience and qualifications required:

• Bachelor’s degree in a business-related field. 
• Professional qualification in Insurance such as ACII (Associate of the Chartered Insurance  Institute) or AIIK (Associate of the Insurance Institute of Kenya). 
• TDPK qualification is an added advantage. 
• 2–4 years of relevant experience within the insurance industry. 
• Demonstrated ability to drive business growth, manage client relationships, and meet performance targets.

Key Competencies: 

• Strong understanding of, Retirement Benefits Solutions, insurance products, markets, and regulatory frameworks. 
• Excellent communication and negotiation skills for engaging clients and stakeholders. 
• Analytical ability to identify opportunities and assess market trends. 
• Proven track record in business development, sales, or client acquisition. 
• Ability to work independently while contributing to team objectives