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  • Posted: Jul 27, 2022
    Deadline: Aug 10, 2022
  • Britam is a leading diversified financial services group, listed on the Nairobi Securities Exchange. The group has interests across the Eastern and Southern Africa region, with operations in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and Malawi. The group offers a wide range of financial products and services in Insurance, Asset management, Ban...
    Read more about this company


    Retail IFA Sales CS - Kisumu

    Job Purpose:            

    Growth of IFA business to meet set annual premium targets

    Key responsibilities

    • Secure new business through intermediaries
    • Retain existing 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 general insurance business
    • Forward proposal forms to underwriting department
    • Follow up premium collections
    • 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 enquiries
    • Follow up on commissions and claims issues emanating from intermediaries
    • Recruitment of intermediaries as per set objectives
    • Conversion of FA’s in branches to ensure all are placing general insurance business
    • Continuous execution of initiatives and strategies per branch to ensure meeting of set objectives and reviewing them where need be.
    • Training of intermediaries on general insurance products and submitting training schedules to supervisors.
    • Use authorised 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 to achieve set objectives
    • Perform any other duties as may be assigned from time to time
    • Delegated Authority: As per the approved delegated authority matrix

    Key Performance Measures

    • As described in your Personal Score Card

    Knowledge, experience and qualifications required

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

    Technical/ Functional competencies

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

    Method of Application

    Interested and qualified? Go to Britam on to apply

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