Unit Manager – CBD at PACIS Insurance

PURPOSE OF THE JOB

The unit Manager will be responsible for providing overall leadership to a group of Direct sale team as prescribed in Pacis to ensure key performance deliverables for the unit are met.

KEY RESPONSIBILITIES

• Sales planning that achieves the set goals and objectives.
•  Selling of general Insurance and other company products as targets prescribe.
•  Quality recruitment, selection, and retention of productive sales agents
•  Conducting training on company products, processes, sales, and soft skills to achieve results.
•  Conduct Field Training with direct sales team members to ensure a hands-on approach to sales.
•  Conduct performance management, maintain monthly performance records and supervision Tied agents to drive sales across all product lines and set targets.
•  Manage sales funnel and ensure high hit ratio.
•  Provide one-to-one coaching, mentoring and motivation to members of their teams and ensure that they effectively implement strategies and agreed action plans.
•  Market segmentation and opening of markets for the sales team to secure business.
•  Meeting the set persistency levels of general business and retention targets for other lines of business.
•  Providing effective customer service to both prospective and existing customers
• Preparing sales and other management reports as required from time to time.
• Deliver performance requirements as defined in the unit key deliverables in alignment to the Branch keydeliverables.

Key Performance Measures

• New business & Retention,
• Recruitment & Training
• People Management and performance management as prescribed in the contractual agreement.

KNOWLEDGE AND EXPERIENCE

Qualifications:

•  A business-related degree is a minimum requirement or its equivalent.
•  Minimum 3 years’ experience in General business unit management.
•  Relevant professional qualifications in COP. However, certification or proof of study in ACII, AIIK or CIM will be an added advantage.
•  Excellent leadership, communication, and interpersonal skills
•  Above average computer skills.

OBJECTIVES

New Business

Retention

•  Ensure retention levels for the unit are maintained at 90%
•  Ensure service levels maintained as per company’s agreed TAT’s.

Recruitment

•  Ensure continuous quality recruitment based on need basis, selection, and retention.

Training and development and performance management

•  Conducting training on company products, processes, sales, and soft skills to achieve results on a weekly basis as guided by Pacis intermediary training framework.
•  Maintain records of all training conducted.
•  Hold physical weekly sales meetings to monitor performance and motivate the team.
•  Maintain attendance reports of all meetings conducted.