Group and Credit Life CSE at Britam

Job Purpose and Key responsibilities

Reporting to BDM Group & Credit Life Sales, the role holder shall be responsible for growth of Group Life to meet annual business targets. 

Key responsibilities

• Acquire group life and credit life business by identifying and exploiting business opportunities 
• Preparation of Group Life and Credit Life, quotations, tenders and proposals for business acquisition 
• Make Group Life and credit life presentations to prospective clients 
• Develop and maintaining good working relationships with intermediaries 
• Delivering good customer service by responding swiftly to queries and concerns from intermediaries Financial Advisors and clients 
• Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors' products
• Participate in regular review of products in liaison with the Product Development Department to match product offering with market needs
• Participate in introducing and promoting new products  
• Prepare weekly, monthly, quarterly and annual reports as required 
• Conduct regular training of intermediaries 
• Debt l management of Group Life and Credit Life debtors   
• Participate in formulation of operating plans within the department
• Liaise internally with other members of the team to ensure effective and efficient execution of client’s requests
• Run campaigns aimed at opening up or deepening reach of products in new and existing markets
• 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

1. Bachelors’ degree in a business related field
2. Professional qualification in Insurance (ACII, AIIK)
3. 2-4 years’ relevant experience in the insurance industry