Careers at ICEA Lion Group

ROLES AND RESPONSIBILITIES

• Oversees the team’s day-to-day operations, tracks progress towards goals, and reports results to management
• Ensuring overall scheme compliance in line with the regulatory requirements, risk management and internal audit
• Ensuring that service level agreements and deed of adherence for all employers are executed and filed respectively with the regulator
• Ensuring compliance with the Trust Deed & Rules, regulatory requirements as laid down by regulatory bodies including Retirement Benefits Authority (RBA), Kenya Revenue Authority (Income Tax), Capital Markets Authority (CMA), Unclaimed Financial Assets Authority (UFAA) and self-regulating bodies such as Association of Retirement Benefits Schemes (ARBS).
• Coordinating with the client and scheme service providers (Trustee, fund managers, actuary and auditors) to ensure smooth and timely processing of tasks
• Ensure accurate and complete member records are in place.
• Validating and processing contributions from the sponsor
• Ensuring that statements to members are done and dispatched promptly as laid down in the SLA.
• Ensuring that computations of members’ withdrawal benefits are done correctly and timely
• Tracking participating employers with outstanding contribution on month to month basis
• Ensure timely quarterly submission of accurate reports to the regulator, the RBA.
• Calculating Individual transfer and total surrender values of scheme winding up.
• Liaising with auditors and other service providers for smooth audit.
• May be required to attend Management Committee meetings on administration issues.
• Constantly review and recommend systems and processes enhancements / development.
• Ensuring that enquiries from intermediaries and clients are addressed fully and promptly
• Assisting in preparation of management report for the monthly meetings.
• Executing any other duties, which may be assigned from time to time.

ACADEMIC AND PROFESSIONAL QUALIFICATIONS AND KNOWLEDGE

• Bachelor Degree in Commerce, Mathematics, Statistics or related discipline from a reputable university.
• Professional qualification(s) in Finance e.g. CPA (K), ACCA or equivalent is considered added advantage.

EXPERIENCE

• At least Six (6) years’ experience in retirement benefits/schemes administration.

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Role summary

Achieve maximum sales profitability, growth and account penetration within an assigned region and/or market   segment by effectively selling the company’s products and/or related services. Personally contacts and secures new business accounts/customers  

Roles and responsibility

Sales and Marketing

• Promote/sell/secure new business from existing and prospective customers through a relationship-based approach.
• Exhibit a Production target consistency of a minimum of 5 years above Kshs 200m
• Demonstrate products and services to existing/potential customers and assists them in selecting those best suited to their needs.
• Establish, develop and maintain business relationships with current customers and prospective customers in the assigned market segment to generate new business for the organization’s products/services.
• Research sources for developing prospective customers and for information to determine their potential.
• Embark on personal visits and make presentations to medium size groups and up-market individuals,
• Promote brokers and agents to pursue clients at least two months in advance to invite renewal instructions,
• Ensure that individual business acquisition targets (bat) and customer retention targets are met,
• Plan and organize personal sales strategy by maximizing the Return on Time Investment for the segment.

Operational Procedures

• Ensure that proposal forms and all relevant client documentation contain all the relevant personal details of the proposer,
• Ensure that accurate risk details and closings are posted online to facilitate preparation of quotations, risk notes and policy documents,
• Provide high standard servicing of all accounts brought in, including regular follow up of issues raised by clients,
• Ensure strict adherence to practices, procedures and policy stipulated in the Market Outreach operations manual, including the Code of Ethics,
• Enter all business contact and details of daily movement, including regular visits to brokers, agents and direct clients into the computer.
• Complete customer care feedback forms during visits to brokers, agents and direct clients and liaising with supervisors (Deputy Manager, BD) about operational issues raised by clients,
• Expedite the resolution of customer problems and complaints,
• Coordinate sales effort with sales team, accounting, and underwriting department,
• Analyze the market’s potential and determines the value of existing and prospective customers value to the organization,
• Supply management with oral and written reports on customer needs, problems, interests, competitive activities, and potential for new products and services,

Learning and Growth

• Keep abreast of product applications, technical services, market conditions, competitive activities, advertising and promotional trends through the reading of pertinent literature and consulting with business development and underwriting,
• Continue to build personal skill set by participating in in-house programmes (including e-learning), customer related courses and seminars as deemed necessary to expand product and system knowledge,
• Understand and actively support and advocate the organization’s mission, vision and core values.

Qualifications

• Bachelor’s Degree in Insurance, Marketing or other business-related discipline
•  Diploma in Insurance (ACII or AIIK)
•  Member of CII or IIK
• Proficiency in IT system support skills
• Proficiency in Presentation skills and use of Power point presentations

Experience

• At least 5 years’ experience in sales and marketing – experience Insurance industry will be an added advantage

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Roles and Responsibilty

• Cultivate robust strategic partnerships and relationships with assigned intermediaries.
• Efficiently navigate the sales cycle and maintain a value-driven service approach.
• Implement optimal Client Relationship Management practices to meet business objectives.
• Track and report performance against agreed sales and retention targets.
• Spearhead revenue growth by overseeing daily sales activities of assigned intermediaries.
• Keep clients informed about both new and existing products.
• Collaborate with various departments to ensure seamless and timely service delivery to clients/intermediaries.
• Develop and promptly deliver quotations and tender documents to clients/intermediaries.
• Contribute to departmental planning and budgeting processes as needed.
• Ensure compliance with credit control policies through cash and carry and debt collection initiatives.
• Foster intermediary engagement through visits, performance reviews, support, training, and motivation to drive business growth.
• Organize and execute market activations and outreach events in strategic locations through visits or alternative methods.
• Monitor competitor activity and identify opportunities/threats arising from such activities

Operational Procedures

• Ensure that proposal forms and all relevant client documentation contain all the relevant personal details of the proposer,
• Ensure strict adherence to practices, procedures and policy stipulated in the Market Outreach operations manual, including the Code of Ethics,
• Complete customer care feedback forms during visits to brokers, agents and direct clients and liaising with supervisors (Deputy Manager, BD) about operational issues raised by clients,
• Ensure All intermediaries are fully licensed to trade

Learning and Growth

• Continue to build personal skill set by participating in in-house programs (including e-learning), customer related courses and seminars as deemed necessary to expand product and system knowledge,

Qualifications

•  A minimum of a business degree in a related field; additional qualifications in sales and marketing would be an added advantage.
• Training on sales and marketing.
• Professional qualification(s) in insurance e.g. ACII, FCII or equivalent considered an added advantage

Experience

• 2 years’ experience in Retail or B2C sales and marketing preferably in the financial services industry.