Team Leader - Digital Sales Strategist at Jubilee Insurance

Role Purpose

The job holder will be responsible for monitoring, managing, coaching, and ensuring accountability for each team members daily objectives. The role is to provide support and guidance as an accountability partner and coach to help your team excel in a dynamic and goal-oriented environment. Your leadership will be essential in achieving and surpassing sales targets.

Main Responsibilities

• Sales targets – Achieve sales targets in alignment with the budget provided by the alternate channels as well as day to day monitoring and supervision of the sales activities and performance of the DSS team. The goal is to prioritize the enhancement of conversion rates by implementing strategies to make the sales team more efficient.
• Quality assurance – Listen to both the outbound and inbound calls of the DSS team using the Ameyo platform to ensure that organizational standards are maintained when having customer interactions and complains are reduced to a bare minimum.
• Leads management - Allocation and tracking of the online leads generated from various alternate channels. These leads will then be compiled into a digital portfolio database/shared folder that will also be managed by yourself.
• Reporting - Compiling of sales performance reports on a weekly and monthly basis for the DSS team. The reporting will also include regularly sharing both team and individual performance, assessing achievements against established targets.
• Onboarding new hires – as a team leader, you will participate in the recruitment and training of new DSS team members by helping to screen, interview and select candidates not to mention orientation and induction processes.
• Training – allocate time for coaching the team and giving them live feedback on their pitch and ensuring they are working their territory efficiently. Continuous retraining and performance evaluations will also be a key role.
• Follow up for Underwriting and Validation – Follow up with the alternate channels officer to ensure that all leads closed by the DSS team have been validated successfully and underwriting done.

Corporate Governance

• Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects.
• Implement and uphold robust data protection and privacy practices, safeguarding customer information and ensuring confidentiality.
• Participate in audits and internal control assessments, addressing any identified gaps or issues promptly.
• Compliance: Stay updated with insurance regulations and underwriting best practices to ensure compliance with industry standards
• Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures.

Key Competencies

• Financial Acumen: Sound understanding of Insurance concepts, retail life and pension products to deliver
• knowledgeable advice and recommendations to the DSS team.
• Familiarity with CRM Applications like Atlas, Salesforce or HubSpot for leads management.
• Team management – ability to manage a team of between 10 -15 sales strategists.
• Market intelligence – have a working knowledge of the industry’s climate and competition to effectively implement the sales strategy.
• Quality assurance – ability to coach and mentor sales team on the quality of customer conversations.
• Analytical skills and mindset for data-driven decision-making
• Customer-centric approach, focusing on enhancing customer experiences.

Qualifications

• Bachelor’s degree in Insurance/ Actuarial, Finance, Business, Marketing, or any other related course
• ECOP will be an added advantage.

Relevant Experience

• 3 years’ experience in a sales management
• Proven track record of successfully closing online sales leads and portfolio management.
• Strong ability to build and maintain strong relationships with clients and key stakeholders within the organization.
• Experience in managing a digital / call center support team will be an added advantage.
• Demonstrated ability to think strategically and develop actionable plans to achieve business objectives.