Retail Health CSE at Britam

Job Purpose:

• Growth of retail 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 FA and IFA network.
• Prepare weekly reports as required.
• Undertake initial underwriting in accordance with set guidelines to ensure sound acceptance of risk. 
• Respond to customer and client enquiries in a timely manner.
• Assist in conducting market research to aid in continuous improvement of the product.
• 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).
• 2-4 years’ relevant experience in the insurance industry.

Technical/ Functional competencies:

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