Corporate CSE IFA/Branch at Britam

Job Purpose:                

Growth of IFA business to meet set annual premium targets          

Key Responsibilities

• Secure new corporate business through intermediaries
• Retain existing corporate business as per set objectives
• Maintain excellent customer service to intermediaries and clients
• Service existing business and resolve customer complaints
• Follow up on renewals for corporate general insurance business
• Forward proposal forms to the underwriting department
• Follow up premium collections for corporate clients
• Prepare weekly and daily reports as required
• Undertake initial underwriting in accordance with set guidelines to ensure sound acceptance of risk
• Respond to customer and client inquiries
• Follow up on commissions and claims issues emanating from intermediaries
• Recruitment of intermediaries as per set objectives
• Conversion of FA’s and IFA’S in the market to ensure all are placing corporate general insurance business
• Continuous execution of initiatives and strategies per market to ensure meeting of set objectives and reviewing them where need be.
• Training intermediaries on general insurance products and submitting training schedules to supervisors.
• Use an authorized incentive scheme to bring in new business through training intermediaries on the same and marketing it.
•  Creating strategic partnerships with intermediaries for maximum business support.
• Sharing of market intelligence with supervisor
• Work closely with underwriter and branch manager and other lines of business to achieve set objectives
• Perform any other duties as may be assigned from time to time

Knowledge, experience, and qualifications required

• Bachelor’s degree in a business-related field
• Professional qualification in Insurance (ACII, IIK)
• 2-4 year’s relevant experience in the insurance industry

Leadership category responsibility framework (Core Competencies)

Emerging Leaders in Britam need to:

• Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets;
• Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation;
• Ensure that department priorities are adhered to and effectively communicated;
• Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate;
• Embody a high performance, proactive culture;
• Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
• Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making;
• Effectively set and monitor priorities and objectives for more junior staff;
• Understand and communicate objectives in relation to the larger organisational impact;
• Effectively disseminate knowledge within the correct context, towards subordinates as well as management;
• Appropriately model the company values while setting the pace and energy for delivering;
• Effectively manage and communicate change within the department in order to increase staff and process effectiveness;
• Provide access to accurate and consistent information and services across all channels;
• Ensure a seamless experience for clients;
• Improve service delivery for clients;
• Engage in continuous brand building to become the trusted partners to clients.

Emerging Leaders Competency Descriptions.

• Presenting and Communicating Information - Speaks fluently; expresses opinions, information and key points of an argument clearly; presents effectively; responds quickly to others ‘reactions and feedback during conversations; projects credibility.
• Working with People - Shows respect for the views and contributions of team members; shows empathy; listens, supports and cares for others; consults others and pro-actively shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
• Adhering to Principles and Values - Upholds and encourages ethical behavior and departmental values; demonstrates integrity; encourages individual responsibility towards the community and the environment; models the organizational values during everyday interactions.
• Analyzing - Analyses numerical data and all other sources of information, breaking them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgments from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system/process / problem.
• Planning and Organizing - Adheres to and monitors clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
• Delivering Results and Meeting Customer Expectations - Focuses on customer needs and satisfaction; sets and models high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic methodical and orderly way; consistently achieves projects goals.
• Deciding and Initiating Action - Takes responsibility for own, as well as subordinates’ actions and projects; takes initiative and works under own direction; initiates and generates activity; introduces improvements into work processes; handles problems with minimal guidance.

Closing: 16-09-2022