Vacancies at CIC Insurance

About the Role

Reporting to the Director, Special Projects, the role holder will lead the design, implementation and continuous improvement of initiatives that strengthen sales productivity, pipeline quality, sales execution, accountability and cross-functional effectiveness across the Group. The role will translate strategic transformation objectives into practical sales operating disciplines, standards, routines and interventions that improve execution and sales performance.

Key Responsibilities:

Sales Pipeline Transformation

• Assess the quality, adequacy, completeness and health of sales hit lists and pipelines.
• Define clear standards for what constitutes a quality sales opportunity.
• Develop and strengthen opportunity qualification, validation and progression processes.
• Identify weaknesses, bottlenecks and leakage points across the sales funnel.
• Establish pipeline-quality standards and KPIs.
• Monitor pipeline creation, movement, conversion, ageing and leakage.
• Identify root causes of pipeline weaknesses and recommend targeted interventions.
• Develop mechanisms for continuous pipeline improvement across branches and business units.

Sales Productivity and Ways of Working

• Define and document the desired Day in the Life Of (DILO) for relevant sales roles.
• Establish minimum activity and productivity standards for sales personnel.
• Define expectations for customer visits, calls, prospecting, engagements, follow-ups and other critical sales activities.
• Develop practical mechanisms for monitoring adherence to agreed activity standards.
• Identify productivity gaps and diagnose their underlying causes.
• Recommend and coordinate interventions to improve sales effectiveness and utilisation of sales capacity.
• Promote consistent, effective sales practices that can be replicated across the Group.

Sales Execution Excellence

• Design and implement standard sales operating rhythms and performance routines.
• Establish structured weekly and monthly sales-performance review mechanisms.
• Identify execution bottlenecks and barriers affecting sales outcomes.
• Develop and coordinate corrective-action and recovery plans.
• Drive implementation of agreed sales-improvement initiatives.
• Monitor implementation progress and identify issues requiring management intervention.
• Develop standardised approaches that can be adopted across branches, business units and sales teams.

Performance and Accountability

• Define appropriate lead and lag indicators for sales performance.
• Develop performance-monitoring and accountability frameworks.
• Track performance gaps against agreed targets and commitments.
• Monitor the carry-forward and resolution of prior-period performance gaps.
• Establish escalation mechanisms for material performance variances.
• Ensure clear ownership and accountability for agreed performance outcomes and recovery actions.
• Work with management to translate performance findings into practical corrective actions.

Cross-Functional Transformation

• Work closely with Sales, Finance, Operations, HR, Business Excellence, IT/Digital, Marketing, Customer Experience, Product and Branch/Network leadership.
• Identify organisational, process, system, capability or policy barriers affecting sales execution.
• Facilitate cross-functional interventions to remove or reduce identified barriers.
• Coordinate stakeholders required to implement agreed sales-transformation initiatives.
• Support alignment between sales strategy, operating processes, performance management and frontline execution.

Key Deliverables / Success Measures

• Standardised Sales DILO framework.
• Sales productivity and activity standards.
• Pipeline-quality framework and KPIs.
• Opportunity qualification and validation methodology.
• Sales performance and accountability framework.
• Standard sales operating rhythms and review routines.
• Performance-gap identification and recovery mechanisms.
• Cross-functional sales-execution framework.
• Documented sales-improvement initiatives, implementation status and results.
• Measurable improvement in relevant sales productivity, pipeline quality, conversion and execution indicators.

Who We’re Looking For

Essential Knowledge/Skills and Experience Required:

Essential

• Bachelor’s degree in Business, Commerce, Economics, Marketing, Finance, Operations, Actuarial Science, Engineering or a related discipline.
• 5–8 years’ relevant experience, with substantial exposure to sales, sales operations, business transformation, consulting, performance management or commercial operations.
• Demonstrated experience managing or coordinating cross-functional projects or programmes.

Strongly Desirable

• PMP, PRINCE2, Agile/Scrum or equivalent project-management qualification.
• Lean Six Sigma or similar process-improvement certification.
• Experience in sales transformation, commercial excellence or sales-performance improvement.
• Experience working in a large, multi-branch, multi-business or Group environment.

Critical Competencies

• Highly execution-oriented and results-focused.
• Strong commercial and business acumen.
• Strong project and programme-management capability.
• Analytical, structured and disciplined approach to problem-solving.
• Comfortable challenging existing processes and ways of working constructively.
• Strong stakeholder-management and influencing skills.
• Ability to facilitate cross-functional discussions and drive decisions into action.
• Ability to influence without formal authority.
• Comfortable engaging with senior sales and business executives.
• Strong root-cause analysis and problem-solving capability.
• Persistent in driving implementation and closing performance gaps.

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About the Role

Reporting to the Internal Audit Manager, the role holder will be responsible for providing independent, objective assurance and advisory services on the adequacy and effectiveness of governance, risk management and internal control processes for CIC Asset Management Limited (CICAM) across the Group

Key Responsibilities:

Audit planning, execution and reporting

• Develop and execute risk-based audit programmes covering asset management and investment activities.
• Conduct end-to-end audits of investment portfolios, investment products, fund management and investment operations.
• Identify root causes of investment control weaknesses, regulatory breaches and operational risks.
• Prepare clear, evidence-based audit reports with practical recommendations and management action plans.
• Present significant investment audit findings and risk exposures to the Internal Audit Manager and / or Director, Internal Audit.
• Monitor implementation of audit recommendations and conduct regular follow-up reviews.
• Provide independent advisory input on new investment products, investment platforms and changes in investment management processes.

Investment portfolio management and oversight

• Audit investment portfolio management activities, including asset allocation, investment selection and portfolio rebalancing.
• Evaluate compliance with approved investment strategies, investment mandates, and investment policy statements.
• Review investment decisions to establish whether they are supported by appropriate research, financial analysis, due diligence and authorized approvals.
• Assess compliance with investment limits, asset allocation thresholds, concentration limits and regulatory investment restrictions.
• Audit investment portfolios comprising equities, government securities, corporate bonds, money market instruments, deposits, collective investment schemes and other alternative investments, as applicable.
• Review portfolio performance measurement, benchmark selection, investment returns, yields and attribution analysis.
• Assess the adequacy of monitoring and escalation of investment performance deviations and portfolio breaches.

Regulatory compliance

• Audit compliance with the Capital Markets Act and applicable CMA regulations, guidelines, circulars and directives.
• Assess compliance with applicable requirements governing fund managers, investment advisers, collective investment schemes and alternative investment funds, as relevant.
• Review regulatory capital, financial resource and prudential requirements, where applicable.
• Audit the preparation, accuracy and timely submission of regulatory returns.
• Assess compliance with requirements relating to client asset protection, custody arrangements, segregation of client funds and investor disclosures.
• Review regulatory inspections, compliance findings, breaches and implementation of corrective actions.
• Assess the effectiveness of controls over regulatory change management.

Investment risk management and governance

• Assess the effectiveness of the investment risk management framework and compliance with approved risk appetite.
• Review the governance and effectiveness of the Investment Committee and other investment oversight structures.
• Evaluate the adequacy of investment policies, procedures, delegated authorities and approval frameworks.
• Review portfolio stress testing, scenario analysis, liquidity management and investment risk reporting.
• Assess monitoring of counterparty exposures, credit risk and portfolio concentration.

 Who We’re Looking For

Essential Knowledge/Skills and Experience Required:

• Bachelor’s degree in Finance, Accounting, Economics, Investment Management, Actuarial Science or a related discipline

Professional Qualifications

Candidates must possess at least one of the following:

• Certified Public Accountant (CPA-K).
• Certified Internal Auditor (CIA).
• Association of Chartered Certified Accountants (ACCA).
• Certified Investment and Financial Analyst (CIFA)
• Additional qualifications in Financial Risk Management (FRM), Information Systems Auditing (CISA) or Risk Management Assurance (CRMA) will be an advantage.
• Membership to a professional body will be an added advantage.

Experience Required:

• Minimum of 4 years of relevant professional experience, with at least 2 years of direct experience in auditing asset management, investment management, fund management or investment operations and 2 years’ experience in the big 4 audit firms.
• Practical exposure to auditing investment portfolios and investment transactions.
• Demonstrable understanding of financial markets and investment products.
• Insurance Professional Qualification is desirable.

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About the Role

Reporting to the Director, Special Projects, the role holder will provide reliable, timely and actionable performance intelligence that supports transformation initiatives and management decision-making, with particular responsibility for sales activity, pipeline, productivity, performance measurement, forecasting, dashboards and performance analytics. The role will establish the data, measurement and analytical architecture required to understand performance, identify emerging issues, guide management intervention and determine whether transformation initiatives are delivering measurable results.

Key Responsibilities:

Performance Measurement and Data Governance

• Establish performance baselines against which transformation initiatives and business performance can be measured.
• Define appropriate lead and lag indicators for key performance areas.
• Develop performance-measurement frameworks aligned to strategic and transformation objectives.
• Establish standard definitions, calculation methodologies and data sources for key sales and business KPIs.
• Promote consistency, accuracy and integrity of performance data across the Group.
• Identify data-quality issues and work with relevant stakeholders to resolve them.
• Monitor performance trends and highlight emerging risks, opportunities and areas requiring management attention.

Sales Activity & Performance Dashboard

Working closely with Business Excellence and IT/Digital, lead the business requirements and performance logic for the Sales Activity & Performance Dashboard, covering, as relevant:

• Sales performance by team and branch.
• Sales performance by product.
• Individual sales productivity.
• Customer visits and engagements.
• Sales activity levels.
• Pipeline volumes and movement.
• Pipeline quality.
• Conversion rates.
• Forecasts and forecast accuracy.
• Performance against target.
• Performance against prior year.
• Productivity comparisons and leaderboards.
• Performance gaps and recovery plans.
• Ensure that dashboards provide actionable management information rather than simply presenting data.
• Establish appropriate refresh frequencies, definitions and controls for critical performance information.

Performance Analytics and Business Insight

• Analyse performance data to identify trends, relationships, anomalies and underlying drivers.
• Investigate differences in performance across branches, teams, products and sales channels.
• Analyse the relationship between sales activities and commercial outcomes.
• Identify where opportunities are being lost or delayed within the sales pipeline.
• Analyse product growth and decline and identify relevant performance drivers.
• Identify teams, branches or processes exhibiting material productivity gaps.
• Distinguish structural performance issues from temporary or isolated variances.
• Translate analytical findings into clear management insights and practical recommendations.
• Challenge assumptions and proposed interventions using objective evidence.

Forecasting and Performance Risk

• Develop and continuously improve sales forecasting methodologies.
• Monitor forecast accuracy and identify sources of forecast variance.
• Conduct trend, variance and scenario analysis.
• Identify emerging risks to target achievement.
• Highlight material performance risks and opportunities to management.
• Provide forward-looking analysis to support timely management intervention and corrective action.

Transformation Benefits Realization

• Establish a measurement approach for each major transformation initiative.
• Define the appropriate baseline, intervention, target, actual result and benefit measure.
• Track whether expected operational and commercial benefits are being realised.
• Quantify and document measurable improvements attributable to transformation interventions, where the data permits.
• Distinguish between activity completion and actual business impact.
• Provide evidence-based reporting on transformation outcomes to the Director, management and relevant governance forums.

Key Deliverables / Success Measures

• Group sales-performance baseline.
• Standard definitions and methodologies for key performance indicators.
• Sales Activity & Performance Dashboard.
• Daily, weekly and monthly performance reporting, as required.
• Pipeline, productivity and conversion analytics.
• Sales forecasting methodology/model and accuracy monitoring.
• Performance variance and risk reports.
• Transformation benefits-realisation framework.
• Executive-level performance insights and recommendations.
• Improved data consistency and confidence in management information.
• Clear evidence of the performance impact of major transformation initiatives.

Who We’re Looking For

Essential Knowledge/Skills and Experience Required:

Essential

• Bachelor’s degree in Statistics, Mathematics, Actuarial Science, Economics, Finance, Business Analytics, Data Analytics, Computer Science, Engineering or a related discipline.
• 5–8 years’ relevant experience in business intelligence, performance analytics, management information, commercial analytics, data analysis or business performance management.
• Advanced Excel capability.
• Strong practical experience with Power BI or an equivalent business-intelligence platform.
• Strong analytical, communication and executive-presentation capabilities.

Desirable

• Master’s degree in Business Analytics, Data Analytics, Economics, Finance, MBA or a related field.
• Power BI certification.
• SQL or other data-querying capability.
• Python or R capability.
• Experience in sales or commercial analytics.
• Experience working with CRM systems and sales data.
• Experience designing and implementing executive dashboards.

Critical Competencies

• Strong analytical and critical thinking.
• Excellent data interpretation and quantitative reasoning.
• Strong business and commercial acumen.
• Advanced Excel and Power BI capability.
• Ability to translate complex data into clear business insight.
• Strong understanding of data quality, definitions and measurement integrity.
• Strong problem-solving and investigative capability.
• Excellent data storytelling and presentation skills.
• Ability to communicate analytical findings to non-technical stakeholders.
• Confidence to challenge management assumptions using evidence.
• Curiosity and intellectual rigour.
• Strong commercial orientation and focus on business impact.