Fresh Jobs at Britam

Job Purpose:    

• Drive the growth and retention of corporate General Insurance business through the Independent Financial Advisor (IFA) channel by developing and managing IFA relationships, identifying new business opportunities and achieving set annual premium targets.    

Key responsibilities:

• Secure new corporate General Insurance business through Independent Financial Advisors (IFAs).
• Grow and retain existing corporate General Insurance business in line with set objectives and portfolio targets.
• Develop and maintain productive relationships with IFAs to maximise business opportunities and strengthen business retention.
• Provide excellent customer service to IFAs and clients and ensure timely resolution of service issues and complaints.
• Proactively manage corporate business renewals to maximise retention and minimise business loss.
• Forward proposal forms, risk information and other relevant documentation to Underwriting for timely processing.
• Follow up premium collections and support resolution of outstanding premium and receivables issues.
• Undertake initial risk assessment in accordance with approved underwriting guidelines and delegated authority requirements.
• Respond to IFA and client enquiries and coordinate timely resolution of policy, claims and commission-related matters.
• Recruit, onboard and activate new IFAs in line with business development objectives.
• Drive conversion and activation of IFAs to increase the placement of corporate General Insurance business.
• Execute market and IFA-specific business development initiatives to achieve assigned premium and growth objectives.
• Conduct General Insurance product and process training for IFAs and submit training schedules and reports as required.
• Promote authorised incentive schemes and other approved initiatives to drive new business and strengthen IFA engagement.
• Develop strategic relationships with key IFAs to increase business support, market penetration and portfolio growth.
• Monitor market developments, competitor activity and IFA trends and share relevant market intelligence with the supervisor.
• Prepare and submit daily, weekly and other business performance reports as required.
• Work closely with Underwriting, Claims, Finance, Branches and other relevant functions to facilitate seamless service delivery and achievement of business objectives.
• Perform any other duties as may be assigned from time to time.

Knowledge, experience and qualifications required:

• Bachelor's degree in Business, Insurance, Finance, Marketing or another relevant business-related field.
• Professional qualification in Insurance such as ACII, IIK or equivalent recognized insurance qualification.
• 2–4 years' relevant experience in the insurance industry, preferably in General Insurance sales, business development or intermediary relationship management.

Technical/ Functional competencies:

• Strong understanding of GI products, coverage, exclusions, policy terms and market practices.
• Demonstrated expertise in building and maintaining productive relationships with IFAs to grow and retain business.
• Strong application of sales and business development techniques to identify opportunities and achieve premium targets.
• Proficiency in managing assigned corporate business, driving portfolio growth and maintaining strong retention levels.
• Sound application of risk assessment principles and underwriting guidelines within delegated authority.
• Effective negotiation and influencing skills to engage IFAs and clients and convert business opportunities.
   

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Job Purpose: 

• To provide effective financial reporting, review and oversight for Britam Asset Managers, its related entities, SPVs, Unit Trust Funds and Alternatives, ensuring accurate and timely financial information, robust reconciliations, regulatory compliance, effective financial controls and decision-support reporting for management, EXCO and the Board.

Key Responsibilities:

• Review and oversee preparation of financial reports for BAM Kenya, Uganda, SPVs, Unit Trust Funds and Alternatives. 
• Review BAM Kenya monthly and annual financial statements, management accounts, trial balances and supporting schedules. 
• Prepare Board Packs, EXCO Packs, Finance Leaders Reports and Operations Reconciliation Reports. 
• Review financial performance, variances, key movements, risks and management commentary for decision making. 
• Review and challenge bank, intercompany, receivables, payables, investment, tax, fixed asset and other balance sheet reconciliations. 
• Review and approve journals, month-end adjustments, accruals, prepayments, commissions, payroll and investment income entries. 
• Review CMA regulatory reports and supporting financial information and ensure timely and accurate submissions. 
• Review Risk-Based Capital Adequacy (RBCA) reports and supporting schedules for completeness and accuracy. 
• Conduct tax reviews covering VAT, withholding tax and other applicable tax computations, reconciliations, returns and payments. 
• Review and approve payment requisitions, payment vouchers, fund transfer instructions and other disbursements in line with delegated authority.
• Review the financial statements and reporting packs for all SPVs, ensuring completeness, accuracy and compliance with Group requirements. 
• Coordinate internal and external audit processes, including review of audit schedules, responses to audit queries and follow-up of agreed actions. 
• Review operational and financial reconciliation reports, identify root causes of variances and monitor resolution of outstanding items. 
• Supervise, coach and review work performed by finance team members and ensure timely delivery of reporting and control activities. 
• Support budgeting, forecasting, cash flow management and financial analysis as required. 
• Review systems-generated reports, UAT outputs and reporting developments to safeguard data integrity and reporting accuracy. 
• Drive continuous improvement of finance processes, controls, reconciliations and management reporting. 
• Perform any other duties as required.

Knowledge, experience and qualifications required

Knowledge, Experience and Qualifications required and Essential Competencies - External

• Bachelor of Commerce (Accounting/Finance) or equivalent. 
• Master’s degree in business related field is an added advantage. 
• Professional accounting qualification such as CPA(K), ACCA or equivalent; membership of ICPAK or relevant professional body. 
• Relevant experience in a busy finance, investment management, insurance or financial services environment. 
•  Strong knowledge of IFRS, financial reporting, reconciliations, regulatory reporting, taxation and financial controls. 
• Strong analytical, report writing, communication and stakeholder management skills.

Technical/ Functional competencies 

• Financial Reporting & IFRS.  
• Fund & Investment Accounting .
• Risk Management & Internal Controls. 
• Regulatory & Tax Compliance .
• Financial Analysis & Management Advisory. 
• Reconciliations & Data Integrity.  
• Audit & Process Improvement.

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Job Purpose:
To support the Finance Operations function by processing high-volume financial transactions in a technology-enabled environment, resolving unlocated premiums, reconciliations, financial record maintenance, and compliance with company policies, regulatory requirements, and internal controls to support efficient business operations.

Key Responsibilities:

• Prepare daily, weekly and monthly bank reconciliations and resolve reconciling items promptly.
• Investigate and resolve unallocated receipts, suspense items and other transactional exceptions within agreed timelines.
• Perform general Ledger reconciliations and maintain support schedules for assigned accounts.
• Support month-end closing ensuring proper expensing of all Prepaid schedules.
• Process approved claims and operational payments in accordance with delegated authority limits and internal controls.
• Maintain and monitor staff travel advances, ensuring timely accounting and recovery of outstanding balances.
• Liaise with Banks to provide Business Development teams with all requested Bid bonds and performance Guarantees.
• Support Finance Operations process improvements, automation initiatives and other duties as assigned.

Knowledge, experience and qualifications required

Knowledge, Experience and Qualifications required and Essential Competencies - External

• Bachelor of Commerce (Accounting) or its equivalent.
• At least one years’ experience in a similar position.
• CPA Part 1.

Technical/ Functional competencies:

• International Financial Reporting Standards (IFRS).
• Financial Accounting.
• Accounts Analysis and reconciliation.
• Analytical –highly analytical and ability to challenge status quo based on quantitative facts and impacts.
• Report writing-ability to develop reports.

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Job Purpose: 
The role exists to support the investment research analyst function in tasks of investment analysis, through the collection of necessary data and market information, and structuring and modelling financial information in a way that increases its usefulness.  

This includes the use of the Bloomberg machine, getting verified information from central banks, National bureau of statistics, assisting in fact sheet drafting, high level screening to check investment opportunities against pre-set multiples and other criteria, drafting of reports. 

Key Responsibilities:

• Collect, tabulate and synthesize available market information to support research that will optimise the returns of client funds. 
• High level screening to check investment opportunities against pre-set multiples and other criteria, drafting of reports. 
• Come up with first Drafts of reports such as fact sheets, and other reports as requested by the investment analyst or portfolio managers 
• Support the fund management team in developing, launching and distributing new products and enhancing existing products. 
• Take notes at meetings and organize them to show discussions, action items and timelines. 
• Delegated Authority:  As per the approved Delegated Authority Matrix.
• Perform any other duties that may be assigned from time to time. 

Knowledge, Experience and Qualifications required and Essential Competencies - External

• Bachelor's degree in Commerce, Economics, Statistics or quantitative field.
• At least 1 years’ experience in formal employment in financial analysis, data modelling, actuarial function or something similar. 
• Experience in dealing with stock markets, macro-economic indicators, and financial statements.

Technical/ Functional competencies:

• Financial or data modelling skills 
• Knowledge of investments and financial markets 
• Excellent organisational and analytical skills 
• Report writing skills