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  • Posted: Oct 19, 2021
    Deadline: Oct 24, 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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    Branch Manager – Meru Branch

    Job Purpose:

    Manage the Branch, drive Branch Production budget and maintain business relationships with IFAs, Retail IFA Sales Corporate Sales Executive, and clients in order to meet set targets 

    Key responsibilities

    • Drive the achievement of the Retail revenue budget for the Branches  
    • Contribute to Single Distribution business model of selling all lines of products as per agreed targets
    • Drive cross-selling and up-selling of Britam products
    • Ensure the Branch adheres to Britam Credit Policy and all other policies and guidelines 
    • Ensure business is conducted in an ethical manner, KYC details are obtained and submitted and Turn Around Times (TATAs) are respected
    • Grow and defend Britam’s market share position for FA & IFA channels
    • Direct, guide, manage and offer support to Corporate Sales Executives’s on Retail sales matters
    • Formulate and implement strategies that ensure IFAs and FAs are well versed with Britam products
    • Ensure the Branches sell balanced general insurance product Portifolio which returns profit
    • Participate in formulating and implementing any marketing activities and promotions 
    • Ensure IFAs and FAs needs are met as well as receiving comments and suggestions on improvement on the products 
    • Delegated Authority:  As per the approved Delegated Authority Matrix
    • Perform any other duties as may be assigned from time to time

     Knowledge, experience and qualifications required:

    • Bachelor of Commerce degree (marketing or Insurance option preferred)
    • Professional qualification in Insurance (ACII, FLMI or IIK)
    • 7 – 10 years sales management experience in the financial services sector 3 – 4 of which must be in a management position

    go to method of application »

    Branch Manager-Industrial Area

    Job Purpose:

    Manage the Branch, drive Branch Production budget and maintain business relationships with IFAs, Retail IFA Sales CSE and clients in order to meet set targets

    Key responsibilities

    • Drive the achievement of the Retail revenue budget for the Branches  
    • Contribute to Single Distribution business model of selling all lines of products as per agreed targets
    • Drive cross-selling and up-selling of Britam products
    • Ensure the Branch adheres to Britam Credit Policy and all other policies and guidelines 
    • Ensure business is conducted in an ethical manner, KYC details are obtained and submitted and Turn Around Times (TATAs) are respected
    • Grow and defend Britam’s market share position for FA & IFA channels
    • Direct, guide, manage and offer support to Corporate Sales Executives on Retail sales matters
    • Formulate and implement strategies that ensure IFAs and FAs are well versed with Britam products
    • Ensure the Branches sell balanced general insurance product Portfolio which returns a profit
    • Participate in formulating and implementing any marketing activities and promotions 
    • Ensure IFAs and FAs needs are met as well as receiving comments and suggestions on improvement on the products 
    • Delegated Authority:  As per the approved Delegated Authority Matrix
    • Perform any other duties as may be assigned from time to tim

    Knowledge, experience and qualifications required:

    • Bachelor of Commerce degree (marketing or Insurance option preferred)
    • Professional qualification in Insurance (ACII, FLMI or IIK)
    • 7 – 10 years sales management experience in the financial services sector 3 – 4 of which must be in a management position

    go to method of application »

    Branch Operations Team Leader (Meru)

    Job Purpose

    Responsible for management of branch operations in accordance with set SLAs

    Key responsibilities

    • Oversee day to day running of the branch operations i.e. claims, underwriting, customer services in accordance with set SLAs
    • Ensuring customer complaints and other enquiries are handled speedily and effectively to ensure customer satisfaction for all lines of business in line within set SLAs
    • Play a key role in liaising with other  departments in retail, corporate, P&D and EMC divisions, other branches and third parties like banks, brokers and other sources of premiums etc to conclusively resolve customer inquiries
    • Ensure branch premium processing and bank statement reconciliations are done promptly and accurately.
    • Ensuring timely generation of all relevant reports on all branch activities from time to time and effectively communicating the same to the respective manager(s)
    • Provide effective leadership, direction and staff supervision to the branch 
    • Ensure compliance with all company procedures e.g. on premium processing, banking, underwriting, compliance review of  application forms,  kyc etc. 
    • Ensure maintenance and storage of accurate and proper records at the branch 
    • Ensure office cleanliness, custody/safety of company assets, brand image is upheld and orderliness at all times
    • Ensure proper use of petty cash by reviewing and approving it’s usage.
    • Ensure timely delivery of GI policy documents (newly issued and endorsements); contract notes, receipts, renewal notices, certificates etc to customers directly or by liaising with the selling intermediaries
    • Management of branch expenditure/costs e.g. , lighting,water bill, stationery, time management etc
    • Ensure compliance with all statutory requirements at the branch i.e business permits, IRA license etc
    • Perform any other duties as may be assigned from time to time
    • Delegated Authority:  As per the approved Delegated Authority Matrix
    • Drive customer self service by encouraging all walk-in clients to sign up to the customer portal and offer necessary support.
    • Ensure business retention by taking initiative to conserve cancellations and surrenders before processing customer instructions.

    Knowledge, experience and qualifications required

    • Bachelor’s Degree in a business-related degree. 
    • 4-6 years’ experience in a similar position in a busy insurance office

    Method of Application

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

  • Send your application

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