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Retail IFA Sales CSE's Officer Job Opening at Britam

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  • Experience Required:2 Years
  • Total Positions:1
  • Job Type: Full Time
  • Job Category: Sales
  • Minimum Education: Degree
  • Job Location: Nairobi, Kenya
  • Posted on: October 5, 2021
  • Last Date: October 17, 2021

Job Description

Job Purpose:
Growth of IFA business to meet set annual premium targets

Key responsibilities
• Secure new business through intermediaries
• Retain existing 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
• 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 in branches to ensure all are placing general insurance business
• Continuous execution of initiatives and strategies per branch 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 authorized 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 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:
• Bachelors’ degree in a business-related field
• Professional qualification in Insurance (ACII, IIK)
• 2-4 year’s relevant experience in the insurance industry

Apply online via https://britam.taleo.net/careersection/external+-+britam/jobdetail.ftl?job=21000073&tz=GMT-07%3A00&tzname=America%2FLos_Angeles

Skills Required

Sales Management
Training Skills
Report Writing Skills
Customer Service Skills

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