Careers at Britam

Job Purpose:

• Reviewing proposal forms, verifying client’s data, assessing the proposed risk within set standards, counter-checking the terms of the policy as well as reviewing the conditions of the policy

Key responsibilities

• Assess the proposed risk within set standards
• Keep detailed and accurate records of policies underwritten and decisions made
• Review proposal forms
• Release policy documents, endorsements, valuation report to clients
• Communicate with clients on the renewal terms
• Maintain high standards of customer service - responding to clients enquiries; (walk-in clients,telephone and emails)
• Liaise with intermediaries and direct clients on issues relating to their policies
• Apply the credit control policy by ensuring that debit/credit notes raised are mailed and that they reach the clients/intermediaries within the shortest time possible.
• Issue policy documents of general business
• Generate renewal notices for all renewal 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 Score Card

Knowledge, experience and qualifications required

• Bachelor’s degree (insurance option preferred)
• At least one year experience in the insurance industry
• Computer literate

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Job Purpose:

• Reviewing proposal forms, verifying client’s data, assessing the proposed risk within set standards, counter checking the terms of the policy as well as reviewing the conditions of the policy

Key responsibilities

• Assess the proposed risk within set standards
• Keep detailed and accurate records of policies underwritten and decisions made
• Review proposal forms
• Release policy documents, endorsements, valuation report to clients
• Communicate with clients on the renewal terms
• Maintain high standards of customer service - responding to clients enquiries; (walk-in clients,telephone and emails)
• Liaise with intermediaries and direct clients on issues relating to their policies
• Apply the credit control policy by ensuring that debit/credit notes raised are mailed and that they reach the clients/intermediaries within the shortest time possible.
• Issue policy documents of general business
• Generate renewal notices for all renewal 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 Score Card

Knowledge, experience and qualifications required

•  Bachelor’s degree
• Diploma in Insurance (At least Module 1)
• At least one year experience in the insurance industry
• Computer literate

Technical/ Functional competencies

• Knowledge of insurance regulatory requirements
• Knowledge of insurance products
• Sales and marketing management skills
• Diplomatic in handling client relationship

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Job Purpose:    

• Growth of IFA business to meet set annual premium targets.     

Key responsibilities:

• Secure new GI business through intermediaries.
• Retain existing GI 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 for GI clients.
• 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 and IFA’S  in the market to ensure all are placing general insurance business.
• Continuous execution of initiatives and strategies per market 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 authorized 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 and other lines of business 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 .

Knowledge, experience and qualifications required:

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