Corporate Sales Executive at Britam

Overall Job Purpose :

Ensure full representation through financial advisors in Coast Region and its environs by offering General Insurance Products to clients.

Nature and scope :
The position reports to the Branch Manager
The jobholder is responsible for General Insurance Sale’s functions in Mombasa & its environs

Key responsibilities :

• Secure new business through Financial Advisors;
• Training on general insurance products to Financial Advisors in the Branch;
• Maintain excellent Customer Service to all our supporters and all our clients;
• Servicing existing business through Financial Advisors;
• Follow up renewals in the Branch and ensure we realize 80% renewals;
• Liaise with Financial Advisors and ensure all their needs are satisfactory met;
• Do quotations and communicate the same to the Financial advisors  and prospective clients;
• Ensure proposal forms are properly filled in and also collect KYC documents during sales;
• Collect Premiums and ensure compliance of cash & carry in the Branch;
• Gather marketing intelligence including competition, new products and also about the Company’s image;
• Undertake initial underwriting of business to ensure sound acceptance of risk (however, one will need to liaise with the Sales Manager/Underwriting Manager on major risks before accepting);
• Handle customer complaints written or verbal and refer to the supervisor where necessary;
• Gather all initial information required when claims arise and liaise with the Claims department;
• Present an excellent image of the Company;
• Perform any other duties as assigned by the immediate seniors.

Key qualifications,knowledge and experience :

• Bachelor of Commerce degree (marketing option preferred).
• Diploma in sales and marketing or CIM qualification
• Four (4) years sales experience (financial sector preferred)
• Dynamic, mature and self-driven leader
• Excellent communicator

Key Competencies

• Good analytical skills
• Good listener and communicator
• Good in report writing
• Key Performance standard areas
• Meeting 100% sales target (revenue growth, cost management and market share)
• Timely payment of commissions and incentives
• Ensuring production targets are met.
• Premium collection & handling credit control matters (Adhere to credit control policy)