• Job Vacancy at Britam

  • Posted on: 7 December, 2017 Deadline: Not Specified
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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. The company offers a wide range of financial products and services in Insurance, Asset management, Banking and Property. The product range includes: life, health and general insurance, pensions, unit trusts, investment planning, wealth management, off-shore investments, retirement planning, discretionary portfolio management, Property development and private Equity.

    Corporate Sales Assistant-Group Life and Pension Sales


    Job description

    JOB PURPOSE: To support the Pensions sales team in achieving set targets by providing administrative support role.

    Key Responsibilities

    • Receiving, processing & issuing IPP application forms
    • Processing, setting up in fund master, assembling & dispatching IPP policy documents
    • Receiving and processing annuity and Income Draw Down application forms
    • Product presentations to walk-in prospective clients
    • Annuity & Income Draw Down quotations
    • Customer Relationship management
    • Facilitating the sales team and intermediaries in their sales processes
    • Handling prospective client enquiries via email, telephone and any other media
    • Weekly and monthly production reports
    • Coordination of core departmental activities including both internal and external meetings, events, intermediary reward schedule and dispatch
    • Management of the pensions collection account through efficient and timely identification and receipting of funds received into the account
    • Handling all sales related matters while the sales team is out in the field
    • Performs any other duties assigned by the Sales Manager

    Key Qualifications, Knowledge And Experience

    • Bachelor’s Degree in business related field
    • Professional Qualifications (ACII, AIIK, CPA)

    Essential Competencies

    • Learning and Researching: Rapidly learns new tasks and commits information to memory quickly; demonstrates an immediate understanding of newly presented information; gathers comprehensive information to support decision making at management level; learns from successes and failures and seeks colleague and customer feedback.
    • Working with People: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
    • Applying Expertise and Technology: Applies specialist and 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 organisational departments and functions.
    • Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; exhibits high standards for quality and quantity; monitors and maintains own quality and productivity; works in a systematic, methodical and orderly way; consistently achieves projects goals.
    • Following Instructions and Procedures: Follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates commitment to the organisation; complies with legal obligations and safety requirements of the role.
    • Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; accepts diversity; display individual responsibility towards the community and the environment; models the organizational values during every day interactions.

    Method of Application

    Interested and qualified? Go to Britam career website on britam.taleo.net to apply

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