Jobs at Britam

Job Purpose

• Responsible for supporting and assisting the Head of Balance Sheet & Capital Management in reporting, liquidity management, hedging and managing balance sheet and forecasting.

Key Responsibilities

• Understand and support the Group’s Balance sheet, Capital strategy, and Analytics.
• Monitoring solvency to assist with rigorous and efficient capital management.
• Assist in delivering analysis and reporting on the balance sheet and capital-related matters; analysis and forecasts of capital and solvency/sufficiency, balance sheet performance monitoring (yields and attribution) and projections, Capital returns and shareholder values added, return on equity.
• Support the month-end close process for assigned business units including the collation, preparation, and reporting on the balance sheet activities on a monthly basis
• Preparing and presenting regular treasury reports, budgets, financial documents, and strategies to management.
• Assist in the preparation of Board and ALCO reports within the unit.
• Support in the internal valuation of entities and Group and investee entities for reporting.
• Undertake Group review, reporting and strategy on Balance Sheet risks Liquidity, Credit, FX and market risks.
• Implementing financial policies and procedures.

Knowledge, Experience And Qualifications Required And Essential Competencies

• A Business oriented degree from a recognized university.
• Professional qualification or pursuing Professional Qualification in CPA, CFA and or CISA.
• Team player with ability to establish understanding and create rapport with various internal and external customers.
• Excellent computer knowledge and thorough understanding of application of the Microsoft Office suite.
• Working knowledge in Online payment systems and in ERP systems and Investment Management Systems - Moneyware.

Performance Standards

• Absence of errors and or delays in Investment transaction processing.
• Efficient cash and liquidity management.
• Meeting of all key set deadlines within and without the department while displaying the ability to prioritize.
• Excellent level of customer service to internal and external clients.
• Compliance with our policies and Procedures Manuals.

Unposting Date: 04-02-2024

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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 authorised 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

Knowledge, experience and qualifications required:

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

Technical/ Functional competencies:

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