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  • Posted: Jul 30, 2021
    Deadline: Aug 6, 2021
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  • Britam is a leading diversified financial services group, listed on the Nairobi Securities Exchange. The group has interests across the Eastern and Southern Africa region, with operations in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and Malawi. The group offers a wide range of financial products and services in Insurance, Asset management, Ban...
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    Fund Accounting Associate

    Job Purpose and Key responsibilities

    Reporting to the Team Leader Fund Accounting the role holder will be responsible for the provision of valuation data and revenue information for decision making, and ensure scheme compliance to the requirements of the regulatory authorities.

    Key responsibilities

    1. Carry out regular Pension account reconciliations and follow up on all unidentified funds in the Account
    2. Assist in the preparation of Deposit Administration monthly valuation data 
    3. Assist in preparation and filing of Scheme Financial Statements
    4. Prepare and file income tax returns and RBA levies within the stipulated deadlines
    5. Maintain and manage the integrity of all scheme transactions, documentary support and maintenance of scheme fund statements
    6. File scheme Returns of Contributions and investment returns with the Retirement Benefits Authority within stipulated deadlines
    7. Ensure contributions are booked into the system as and when they are remitted
    8. Assist in the preparation of weekly revenue reports and monthly overall pension reports
    9. 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

    1. Bachelor’s Degree in a business related field. 
    2. 4-6 years’ experience in similar position
    3. Relevant professional qualifications e.g. CPA (K)

    Leadership category responsibility framework (Core Competencies) 

    Emerging Leaders in Britam need to:

    • Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets;
    • Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation;
    • Ensure that department priorities are adhered to and effectively communicated;
    • Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate;
    • Embody a high performance, proactive culture;
    • Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
    • Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making;
    • Effectively set and monitor priorities and objectives for more junior staff;
    • Understand and communicate objectives in relation to the larger organisational impact;
    • Effectively disseminate knowledge within the correct context, towards subordinates as well as management;
    • Appropriately model the company values while setting the pace and energy for delivering;
    • Effectively manage and communicate change within the department in order to increase staff and process effectiveness;
    • Provide access to accurate and consistent information and services across all channels; 
    • Ensure a seamless experience for clients;
    • Improve service delivery for clients;
    • Engage in continuous brand building to become the trusted partners to clients.

    Emerging Leaders Competency Descriptions

    • Presenting and Communicating Information - Speaks fluently; expresses opinions, information and key points of an argument clearly; presents effectively; responds quickly to others ‘reactions and feedback during conversations; projects credibility.
    • Working with People - Shows respect for the views and contributions of team members; shows empathy; listens, supports and cares for others; consults others and pro-actively shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
    • Adhering to Principles and Values - Upholds and encourages ethical behavior and departmental values; demonstrates integrity; encourages individual responsibility towards the community and the environment; models the organizational values during every day interactions.
    • Analyzing - Analyses numerical data and all other sources of information, breaking them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgments from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system / process / problem.
    • Planning and Organizing - Adheres to and monitors clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
    • Delivering Results and Meeting Customer Expectations - Focuses on customer needs and satisfaction; sets and models high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic methodical and orderly way; consistently achieves projects goals.
    • Deciding and Initiating Action - Takes responsibility for own, as well as subordinates’ actions and projects; takes initiative and works under own direction; initiates and generates activity; introduces improvements into work processes; handles problems with minimal guidance.
    • Leading and Supervising - Provides subordinates with a clear direction; motivates and empowers others; provides subordinates with the relevant coaching; creates a positive climate that fosters learning and development; identifies high potential talent; sets and articulates the departmental vision and values through own personal behavior; sets appropriate standards of behavior.
    • Formulating Strategies and Concepts - Works strategically to realize personal goals; understands and effectively communicates the departmental strategy; translates the departmental strategy and vision into operational responsibilities; takes into consideration departmental strategy during all tasks; takes account of a wide range of issues across, and related to current role.
    • Applying Expertise and Technology - Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organizational departments and functions.
    • Following Instructions and Procedures - Challenges authority only when appropriate; follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates a commitment to the organization; complies with legal obligations and safety requirements of the role.
    • Adapting and Responding to change - Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.

    Technical/ Functional competencies

    • Knowledge of pension administration industry and concepts
    • Knowledge of  Retirement Benefits Authority (RBAs) regulatory requirements

    go to method of application »

    Corporate Non-Motor Underwriting Associate

    Job Purpose and Key responsibilities

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

    Key responsibilities

    1. Assess the proposed risk within set standards
    2. Keep detailed and accurate records of policies underwritten and decisions made
    3. Review proposal forms
    4. Release policy documents, endorsements, valuation report to clients 
    5. Communicate with clients on the renewal terms
    6. Maintain high standards of customer service - responding to clients enquiries; (walk-in clients, telephone and emails)
    7. Liaise with intermediaries and direct clients on issues relating to their policies
    8. 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.
    9. Issue policy documents of general business
    10. Generate renewal notices for all renewal business 
    11. Delegated Authority:  As per the approved Delegated Authority Matrix
    12. 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

    1. Bachelor’s degree (insurance option preferred)
    2. At least one year experience in the insurance industry
    3. Computer literate

    Leadership category responsibility framework (Core Competencies) 

    Emerging Leaders in Britam need to:

    • Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets;
    • Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation;
    • Ensure that department priorities are adhered to and effectively communicated;
    • Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate;
    • Embody a high performance, proactive culture;
    • Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
    • Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making;
    • Effectively set and monitor priorities and objectives for more junior staff;
    • Understand and communicate objectives in relation to the larger organisational impact;
    • Effectively disseminate knowledge within the correct context, towards subordinates as well as management;
    • Appropriately model the company values while setting the pace and energy for delivering;
    • Effectively manage and communicate change within the department in order to increase staff and process effectiveness;
    • Provide access to accurate and consistent information and services across all channels; 
    • Ensure a seamless experience for clients;
    • Improve service delivery for clients;
    • Engage in continuous brand building to become the trusted partners to clients.

    Emerging Leaders Competency Descriptions

    • Presenting and Communicating Information - Speaks fluently; expresses opinions, information and key points of an argument clearly; presents effectively; responds quickly to others ‘reactions and feedback during conversations; projects credibility.
    • Working with People - Shows respect for the views and contributions of team members; shows empathy; listens, supports and cares for others; consults others and pro-actively shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
    • Adhering to Principles and Values - Upholds and encourages ethical behaviour and departmental values; demonstrates integrity; encourages individual responsibility towards the community and the environment; models the organizational values during every day interactions.
    • Analysing - Analyses numerical data and all other sources of information, breaking them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgments from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system / process / problem.
    • Planning and Organizing - Adheres to and monitors clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
    • Delivering Results and Meeting Customer Expectations - Focuses on customer needs and satisfaction; sets and models high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic methodical and orderly way; consistently achieves projects goals.
    • Deciding and Initiating Action - Takes responsibility for own, as well as subordinates’ actions and projects; takes initiative and works under own direction; initiates and generates activity; introduces improvements into work processes; handles problems with minimal guidance.
    • Leading and Supervising - Provides subordinates with a clear direction; motivates and empowers others; provides subordinates with the relevant coaching; creates a positive climate that fosters learning and development; identifies high potential talent; sets and articulates the departmental vision and values through own personal behaviour; sets appropriate standards of behaviour.
    • Formulating Strategies and Concepts - Works strategically to realize personal goals; understands and effectively communicates the departmental strategy; translates the departmental strategy and vision into operational responsibilities; takes into consideration departmental strategy during all tasks; takes account of a wide range of issues across, and related to current role.
    • Applying Expertise and Technology - Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organizational departments and functions.
    • Following Instructions and Procedures - Challenges authority only when appropriate; follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates a commitment to the organization; complies with legal obligations and safety requirements of the role.
    • Adapting and Responding to change - Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.

    Technical/ Functional competencies

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

    go to method of application »

    Corporate Motor Underwriting Associate

    Job Purpose and Key responsibilities

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

    Key responsibilities

    1. Assess the proposed risk within set standards
    2. Keep detailed and accurate records of policies underwritten and decisions made
    3. Review proposal forms
    4. Release policy documents, endorsements, valuation report to clients 
    5. Communicate with clients on the renewal terms
    6. Maintain high standards of customer service - responding to clients enquiries; (walk-in clients, telephone and emails)
    7. Liaise with intermediaries and direct clients on issues relating to their policies
    8. 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.
    9. Issue policy documents of general business
    10. Generate renewal notices for all renewal business 
    11. Delegated Authority:  As per the approved Delegated Authority Matrix
    12. 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

    1. Bachelor’s degree (insurance option preferred)
    2. At least one year experience in the insurance industry
    3. Computer literate

    Leadership category responsibility framework (Core Competencies) 

    Emerging Leaders in Britam need to:

    • Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets;
    • Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation;
    • Ensure that department priorities are adhered to and effectively communicated;
    • Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate;
    • Embody a high performance, proactive culture;
    • Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
    • Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making;
    • Effectively set and monitor priorities and objectives for more junior staff;
    • Understand and communicate objectives in relation to the larger organisational impact;
    • Effectively disseminate knowledge within the correct context, towards subordinates as well as management;
    • Appropriately model the company values while setting the pace and energy for delivering;
    • Effectively manage and communicate change within the department in order to increase staff and process effectiveness;
    • Provide access to accurate and consistent information and services across all channels; 
    • Ensure a seamless experience for clients;
    • Improve service delivery for clients;
    • Engage in continuous brand building to become the trusted partners to clients.

    Emerging Leaders Competency Descriptions

    • Presenting and Communicating Information - Speaks fluently; expresses opinions, information and key points of an argument clearly; presents effectively; responds quickly to others ‘reactions and feedback during conversations; projects credibility.
    • Working with People - Shows respect for the views and contributions of team members; shows empathy; listens, supports and cares for others; consults others and pro-actively shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
    • Adhering to Principles and Values - Upholds and encourages ethical behaviour and departmental values; demonstrates integrity; encourages individual responsibility towards the community and the environment; models the organizational values during every day interactions.
    • Analysing - Analyses numerical data and all other sources of information, breaking them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgments from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system / process / problem.
    • Planning and Organizing - Adheres to and monitors clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
    • Delivering Results and Meeting Customer Expectations - Focuses on customer needs and satisfaction; sets and models high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic methodical and orderly way; consistently achieves projects goals.
    • Deciding and Initiating Action - Takes responsibility for own, as well as subordinates’ actions and projects; takes initiative and works under own direction; initiates and generates activity; introduces improvements into work processes; handles problems with minimal guidance.
    • Leading and Supervising - Provides subordinates with a clear direction; motivates and empowers others; provides subordinates with the relevant coaching; creates a positive climate that fosters learning and development; identifies high potential talent; sets and articulates the departmental vision and values through own personal behaviour; sets appropriate standards of behaviour.
    • Formulating Strategies and Concepts - Works strategically to realize personal goals; understands and effectively communicates the departmental strategy; translates the departmental strategy and vision into operational responsibilities; takes into consideration departmental strategy during all tasks; takes account of a wide range of issues across, and related to current role.
    • Applying Expertise and Technology - Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organizational departments and functions.
    • Following Instructions and Procedures - Challenges authority only when appropriate; follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates a commitment to the organization; complies with legal obligations and safety requirements of the role.
    • Adapting and Responding to change - Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.

    Technical/ Functional competencies

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

    go to method of application »

    Corporate Life Service Operations Associate

    Job Purpose and Key responsibilities

    The job holder will be responsible for ensure effective administration of group life and credit life business.

    Key responsibilities

    1. Oversee prompt renewal of Group life business
    2. Ensure required information is provide to Life Claims Department to enable settlement of Group and credit life claims
    3. Ensure prompt renewal of group life business
    4. Support retention of business by ensuring adherence to SLAs
    5. Promote relationship management with intermediaries and clients
    6. Ensure member details are accurately captured at all times
    7. Prepare reports as and when required
    8. 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

    1. Bachelor’s degree in a business related field 
    2. Professional studies in insurance – AIIK or ACII 
    3. 3- 5 years successful insurance experience required

    Leadership category responsibility framework (Core Competencies) 

    Emerging Leaders in Britam need to:

    • Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets;
    • Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation;
    • Ensure that department priorities are adhered to and effectively communicated;
    • Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate;
    • Embody a high performance, proactive culture;
    • Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
    • Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making;
    • Effectively set and monitor priorities and objectives for more junior staff;
    • Understand and communicate objectives in relation to the larger organisational impact;
    • Effectively disseminate knowledge within the correct context, towards subordinates as well as management;
    • Appropriately model the company values while setting the pace and energy for delivering;
    • Effectively manage and communicate change within the department in order to increase staff and process effectiveness;
    • Provide access to accurate and consistent information and services across all channels; 
    • Ensure a seamless experience for clients;
    • Improve service delivery for clients;
    • Engage in continuous brand building to become the trusted partners to clients.

    Emerging Leaders Competency Descriptions.

    • Presenting and Communicating Information - Speaks fluently; expresses opinions, information and key points of an argument clearly; presents effectively; responds quickly to others ‘reactions and feedback during conversations; projects credibility.
    • Working with People - Shows respect for the views and contributions of team members; shows empathy; listens, supports and cares for others; consults others and pro-acitvely shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
    • Adhering to Principles and Values - Upholds and encourages ethical behavior and departmental values; demonstrates integrity; encourages individual responsibility towards the community and the environment; models the organizational values during every day interactions.
    • Analyzing - Analyses numerical data and all other sources of information, breaking them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgments from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system / process / problem.
    • Planning and Organizing - Adheres to and monitors clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
    • Delivering Results and Meeting Customer Expectations - Focuses on customer needs and satisfaction; sets and models high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic methodical and orderly way; consistently achieves projects goals.
    • Deciding and Initiating Action - Takes responsibility for own, as well as subordinates’ actions and projects; takes initiative and works under own direction; initiates and generates activity; introduces improvements into work processes; handles problems with minimal guidance.
    • Leading and Supervising - Provides subordinates with a clear direction; motivates and empowers others; provides subordinates with the relevant coaching; creates a positive climate that fosters learning and development; identifies high potential talent; sets and articulates the departmental vision and values through own personal behavior; sets appropriate standards of behavior.
    • Formulating Strategies and Concepts - Works strategically to realize personal goals; understands and effectively communicates the departmental strategy; translates the departmental strategy and vision into operational responsibilities; takes into consideration departmental strategy during all tasks; takes account of a wide range of issues across, and related to current role.
    • Applying Expertise and Technology - Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organizational departments and functions.
    • Following Instructions and Procedures - Challenges authority only when appropriate; follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates a commitment to the organization; complies with legal obligations and safety requirements of the role.
    • Adapting and Responding to change - Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.

    Technical/ Functional competencies

    • Knowledge of group life service operations 
    • Knowledge of insurance industry and concepts 
    • Planning and organisation skills

    go to method of application »

    Corporate Pension

     

    Job Purpose and Key responsibilities

    Responsible for growth of Pensions, Annuity &Income Draw down business to meet annual business targets.

    Key responsibilities

    1. Meet production targets 
    2. Conduct trainings on Pensions and Annuities products 
    3. Make Pensions presentations to prospective clients
    4. Develop and implement rewards programs for Intermediaries
    5. Motivate Financial Advisors to enhance production 
    6. Provide effective customer service to both Intermediaries and prospective customers 
    7. Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors' products
    8. Participate in introduction and promotion of new products  
    9. Liaise internally with other members of the team to ensure effective and efficient execution of client’s requests
    10. Perform any other duties as may be assigned from time to time
    11. Delegated Authority:  As per the approved Delegated Authority Matrix

    Key Performance Measures

    • As described in your Personal Score Card

    Knowledge, experience and qualifications required

    1. Bachelors’ degree in a business related field
    2. Professional qualification in Insurance (ACII, AIIK)
    3. 4-6 years’ experience in a similar position

    Leadership category responsibility framework (Core Competencies) 

    Emerging Leaders in Britam need to:

    • Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets;
    • Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation;
    • Ensure that department priorities are adhered to and effectively communicated;
    • Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate;
    • Embody a high performance, proactive culture;
    • Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
    • Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making;
    • Effectively set and monitor priorities and objectives for more junior staff;
    • Understand and communicate objectives in relation to the larger organisational impact;
    • Effectively disseminate knowledge within the correct context, towards subordinates as well as management;
    • Appropriately model the company values while setting the pace and energy for delivering;
    • Effectively manage and communicate change within the department in order to increase staff and process effectiveness;
    • Provide access to accurate and consistent information and services across all channels; 
    • Ensure a seamless experience for clients;
    • Improve service delivery for clients;
    • Engage in continuous brand building to become the trusted partners to clients.

    Emerging Leaders Competency Descriptions

    • Presenting and Communicating Information - Speaks fluently; expresses opinions, information and key points of an argument clearly; presents effectively; responds quickly to others ‘reactions and feedback during conversations; projects credibility.
    • Working with People - Shows respect for the views and contributions of team members; shows empathy; listens, supports and cares for others; consults others and pro-acitvely shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
    • Adhering to Principles and Values - Upholds and encourages ethical behavior and departmental values; demonstrates integrity; encourages individual responsibility towards the community and the environment; models the organizational values during every day interactions.
    • Analyzing - Analyses numerical data and all other sources of information, breaking them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgments from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system / process / problem.
    • Planning and Organizing - Adheres to and monitors clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
    • Delivering Results and Meeting Customer Expectations - Focuses on customer needs and satisfaction; sets and models high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic methodical and orderly way; consistently achieves projects goals.
    • Deciding and Initiating Action - Takes responsibility for own, as well as subordinates’ actions and projects; takes initiative and works under own direction; initiates and generates activity; introduces improvements into work processes; handles problems with minimal guidance.
    • Leading and Supervising - Provides subordinates with a clear direction; motivates and empowers others; provides subordinates with the relevant coaching; creates a positive climate that fosters learning and development; identifies high potential talent; sets and articulates the departmental vision and values through own personal behavior; sets appropriate standards of behavior.
    • Formulating Strategies and Concepts - Works strategically to realize personal goals; understands and effectively communicates the departmental strategy; translates the departmental strategy and vision into operational responsibilities; takes into consideration departmental strategy during all tasks; takes account of a wide range of issues across, and related to current role.
    • Applying Expertise and Technology - Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organizational departments and functions.
    • Following Instructions and Procedures - Challenges authority only when appropriate; follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates a commitment to the organization; complies with legal obligations and safety requirements of the role.
    • Adapting and Responding to change - Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.

    Technical/ Functional competencies

    • Knowledge of insurance regulatory requirements
    • Knowledge of insurance products
    • Sales and marketing management skills

    go to method of application »

    FA Sales Executive AMC

    Job Purpose and Key responsibilities

    Assist the BDM to implement the business development strategy for assigned client types as well as maintaining relationships with assigned client types

    Key responsibilities

    1. Assist the BDM to develop and implement  the FA channel  strategy and assigned client segment 
    2. Be responsible for day to day relationship management of assigned client types and  FA network
    3. Liaise with departments within the Britam group to gather information to inform the business development strategy for various client types
    4. Initiate communication platforms to engage the assigned client types through questionnaires, surveys, social media and any other mode with assistance from the marketing team
    5. Design a research methodology to gather market intelligence from the assigned client type and other external sources to help identify which markets to direct most efforts to and also find out what can be done to bridge the gaps
    6. Create and maintain an information database/databank of all existing  FA’S and prospective ones
    7. Analyse the effectiveness of all marketing strategies directed towards prospecting and converting FA’S
    8. Constantly update the BDM and the entire BD team regularly on the progress of on-going initiatives
    9. Perform any other duties as may be assigned from time to time
    10. Delegated Authority:  As per the approved Delegated Authority Matrix

    Key Performance Measures

    • As described in your Personal Score Card

    Knowledge, experience and qualifications required

    1. Bachelors’ degree in a business related degree
    2. 4-6 years’ experience in a similar position

    Leadership category responsibility framework (Core Competencies) 

    Emerging Leaders in Britam need to:

    • Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets;
    • Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation;
    • Ensure that department priorities are adhered to and effectively communicated;
    • Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate;
    • Embody a high performance, proactive culture;
    • Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
    • Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making;
    • Effectively set and monitor priorities and objectives for more junior staff;
    • Understand and communicate objectives in relation to the larger organisational impact;
    • Effectively disseminate knowledge within the correct context, towards subordinates as well as management;
    • Appropriately model the company values while setting the pace and energy for delivering;
    • Effectively manage and communicate change within the department in order to increase staff and process effectiveness;
    • Provide access to accurate and consistent information and services across all channels; 
    • Ensure a seamless experience for clients;
    • Improve service delivery for clients;
    • Engage in continuous brand building to become the trusted partners to clients.

    Emerging Leaders Competency Descriptions

    • Presenting and Communicating Information - Speaks fluently; expresses opinions, information and key points of an argument clearly; presents effectively; responds quickly to others ‘reactions and feedback during conversations; projects credibility.
    • Working with People - Shows respect for the views and contributions of team members; shows empathy; listens, supports and cares for others; consults others and pro-actively shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
    • Adhering to Principles and Values - Upholds and encourages ethical behaviour and departmental values; demonstrates integrity; encourages individual responsibility towards the community and the environment; models the organizational values during every day interactions.
    • Analyzing - Analyses numerical data and all other sources of information, breaking them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgments from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system / process / problem.
    • Planning and Organizing - Adheres to and monitors clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
    • Delivering Results and Meeting Customer Expectations - Focuses on customer needs and satisfaction; sets and models high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic methodical and orderly way; consistently achieves projects goals.
    • Deciding and Initiating Action - Takes responsibility for own, as well as subordinates’ actions and projects; takes initiative and works under own direction; initiates and generates activity; introduces improvements into work processes; handles problems with minimal guidance.
    • Leading and Supervising - Provides subordinates with a clear direction; motivates and empowers others; provides subordinates with the relevant coaching; creates a positive climate that fosters learning and development; identifies high potential talent; sets and articulates the departmental vision and values through own personal behavior; sets appropriate standards of behaviour.
    • Formulating Strategies and Concepts - Works strategically to realize personal goals; understands and effectively communicates the departmental strategy; translates the departmental strategy and vision into operational responsibilities; takes into consideration departmental strategy during all tasks; takes account of a wide range of issues across, and related to current role.
    • Applying Expertise and Technology - Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organizational departments and functions.
    • Following Instructions and Procedures - Challenges authority only when appropriate; follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates a commitment to the organization; complies with legal obligations and safety requirements of the role.
    • Adapting and Responding to change - Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.

    Technical/ Functional competencies

    • Knowledge of investment classes
    • Customer, market and competitor understanding
    • Effective negotiation skills
    • Excellent organisational and analytical skills
    • Report writing skills

    go to method of application »

    Group Life Corporate Sales Executive

    Job Purpose and Key responsibilities

    Reportinng to the BDM Group & Credit Life Sales the role holder will be responsible for growth of Group Life, Pensions, Annuity business to meet annual business targets.

    Key responsibilities

    • Acquire group life and pension business by identifying and exploiting business opportunities 
    • Preparation of Group Life, quotations 
    • Make Group Life and Pensions presentations to prospective clients 
    • Develop and maintaining good working relationships with Financial Advisors 
    • Delivering good customer service by responding swiftly to queries and concerns from Financial Advisors and clients 
    • Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors' products
    • Participate in introducing and promoting new products  
    • Prepare weekly reports as required 
    • Regular training of Financial Advisors 
    • Credit control management of Group Life debtors   
    • Participate in formulation of operating plans within the department
    • Liaise internally with other members of the team to ensure effective and efficient execution of client’s requests
    • 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

    1. Bachelors’ degree in a business related field
    2. Professional qualification in Insurance (ACII, AIIK)
    3. 2-4 years’ relevant experience in the insurance industry

    Leadership category responsibility framework (Core Competencies) 

    Emerging Leaders in Britam need to:

    • Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets;
    • Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation;
    • Ensure that department priorities are adhered to and effectively communicated;
    • Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate;
    • Embody a high performance, proactive culture;
    • Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
    • Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making;
    • Effectively set and monitor priorities and objectives for more junior staff;
    • Understand and communicate objectives in relation to the larger organisational impact;
    • Effectively disseminate knowledge within the correct context, towards subordinates as well as management;
    • Appropriately model the company values while setting the pace and energy for delivering;
    • Effectively manage and communicate change within the department in order to increase staff and process effectiveness;
    • Provide access to accurate and consistent information and services across all channels; 
    • Ensure a seamless experience for clients;
    • Improve service delivery for clients;
    • Engage in continuous brand building to become the trusted partners to clients.

    Emerging Leaders Competency Descriptions

    • Presenting and Communicating Information - Speaks fluently; expresses opinions, information and key points of an argument clearly; presents effectively; responds quickly to others ‘reactions and feedback during conversations; projects credibility.
    • Working with People - Shows respect for the views and contributions of team members; shows empathy; listens, supports and cares for others; consults others and pro-acitvely shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
    • Adhering to Principles and Values - Upholds and encourages ethical behavior and departmental values; demonstrates integrity; encourages individual responsibility towards the community and the environment; models the organizational values during every day interactions.
    • Analyzing - Analyses numerical data and all other sources of information, breaking them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgments from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system / process / problem.
    • Planning and Organizing - Adheres to and monitors clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
    • Delivering Results and Meeting Customer Expectations - Focuses on customer needs and satisfaction; sets and models high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic methodical and orderly way; consistently achieves projects goals.
    • Deciding and Initiating Action - Takes responsibility for own, as well as subordinates’ actions and projects; takes initiative and works under own direction; initiates and generates activity; introduces improvements into work processes; handles problems with minimal guidance.
    • Leading and Supervising - Provides subordinates with a clear direction; motivates and empowers others; provides subordinates with the relevant coaching; creates a positive climate that fosters learning and development; identifies high potential talent; sets and articulates the departmental vision and values through own personal behavior; sets appropriate standards of behavior.
    • Formulating Strategies and Concepts - Works strategically to realize personal goals; understands and effectively communicates the departmental strategy; translates the departmental strategy and vision into operational responsibilities; takes into consideration departmental strategy during all tasks; takes account of a wide range of issues across, and related to current role.
    • Applying Expertise and Technology - Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organizational departments and functions.
    • Following Instructions and Procedures - Challenges authority only when appropriate; follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates a commitment to the organization; complies with legal obligations and safety requirements of the role.
    • Adapting and Responding to change - Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.

    Technical/ Functional competencies

    • Knowledge of insurance regulatory requirements
    • Knowledge of insurance products
    • Sales and marketing management skills

    go to method of application »

    Commercial Motor Claims Associate

    Job Purpose and Key responsibilities

    Reporting to the Team Leader Motor Claims the role holder will be responsible for ensuring that claims are accurately assessed, processed and paid in accordance with company regulations and standards, through provision of guidelines and direction to the staff in the claims section.

    Key responsibilities

    1. Ensure prompt registration and acknowledgement of new claims upon receipt of notification.
    2. Evaluate and settle claims, to effect fair and prompt disposal of cases and to contribute to a reduced loss ratio
    3. Confer with legal counsel on claims requiring litigation and defence in courts
    4. Verify and analyse data used in settling claims to ensure that claims are valid and that settlements are made according to company practices and procedures
    5. Maintain claim files such as records of settled claims and an inventory of claims requiring detailed analysis
    6. Payment of claims within the set service levels agreements.
    7. Preparation of weekly & monthly claims reports to the team leader.
    8. Portfolio analysis and risk recommendation to the underwriting department upon analysis of trend in motor claims.
    9. Recommendation for approval of payment and discharge vouchers within limits.
    10. Participate in review of claim reserves as per the stipulated timelines.
    11. Oversee the preparation of claims statistical reports within the stipulated time. 
    12. Delegated Authority:  As per the approved Delegated Authority Matrix
    13. Perform any other duties as may be assigned from time to time

    Key Performance Measures

     

    • As described in your Personal Scorecard

    Knowledge, experience and qualifications required

    1. Bachelors of degree or commerce  (insurance option preferred)
    2. Progress in professional qualification in Insurance (ACII, FLMI or AIIK)
    3. 2-3 years’ experience in insurance claims processing
    4. Knowledge and experience in the insurance sector

    Leadership category responsibility framework (Core Competencies) 

    Emerging Leaders in Britam need to:

    • Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets;
    • Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation;
    • Ensure that department priorities are adhered to and effectively communicated;
    • Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate;
    • Embody a high performance, proactive culture;
    • Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
    • Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making;
    • Effectively set and monitor priorities and objectives for more junior staff;
    • Understand and communicate objectives in relation to the larger organisational impact;
    • Effectively disseminate knowledge within the correct context, towards subordinates as well as management;
    • Appropriately model the company values while setting the pace and energy for delivering;
    • Effectively manage and communicate change within the department in order to increase staff and process effectiveness;
    • Provide access to accurate and consistent information and services across all channels; 
    • Ensure a seamless experience for clients;
    • Improve service delivery for clients;
    • Engage in continuous brand building to become the trusted partners to clients.

    Emerging Leaders Competency Descriptions

    • Presenting and Communicating Information - Speaks fluently; expresses opinions, information and key points of an argument clearly; presents effectively; responds quickly to others ‘reactions and feedback during conversations; projects credibility.
    • Working with People - Shows respect for the views and contributions of team members; shows empathy; listens, supports and cares for others; consults others and pro-actively shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
    • Adhering to Principles and Values - Upholds and encourages ethical behaviour and departmental values; demonstrates integrity; encourages individual responsibility towards the community and the environment; models the organizational values during every day interactions.
    • Analysing - Analyses numerical data and all other sources of information, breaking them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgments from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system / process / problem.
    • Planning and Organizing - Adheres to and monitors clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
    • Delivering Results and Meeting Customer Expectations - Focuses on customer needs and satisfaction; sets and models high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic methodical and orderly way; consistently achieves projects goals.
    • Deciding and Initiating Action - Takes responsibility for own, as well as subordinates’ actions and projects; takes initiative and works under own direction; initiates and generates activity; introduces improvements into work processes; handles problems with minimal guidance.
    • Leading and Supervising - Provides subordinates with a clear direction; motivates and empowers others; provides subordinates with the relevant coaching; creates a positive climate that fosters learning and development; identifies high potential talent; sets and articulates the departmental vision and values through own personal behaviour; sets appropriate standards of behaviour.
    • Formulating Strategies and Concepts - Works strategically to realize personal goals; understands and effectively communicates the departmental strategy; translates the departmental strategy and vision into operational responsibilities; takes into consideration departmental strategy during all tasks; takes account of a wide range of issues across, and related to current role.
    • Applying Expertise and Technology - Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organizational departments and functions.
    • Following Instructions and Procedures - Challenges authority only when appropriate; follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates a commitment to the organization; complies with legal obligations and safety requirements of the role.
    • Adapting and Responding to change - Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.

    Technical/ Functional competencies

    • Knowledge of insurance regulatory requirements
    • Knowledge of insurance products

    Method of Application

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

  • Send your application

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Average Salary at Britam
KSh 72K from 25 employees
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