KEY TASKS AND RESPONSIBILITIES
1.Strategy, Branch Profitability & Performance
- Drive Growth & Profitability: Contribute to developing and executing sales strategies to drive new and renewal business for General Insurance (GI) and Medical. Ensure profitability by managing loss ratios, expense ratios, and operational efficiency.
- Strategic Planning: Assist in formulating and executing long-term and short-term strategic plans for the branch in alignment with the company’s strategic objectives.
- Revenue Management: Champion renewal business by chairing weekly renewal meetings, setting clear goals for the branch and, reviewing performance regularly to ensure targets are met. Support the sales team in lead generation and client acquisition to meet set New Business targets.
- Credit Management: Enforce the company’s credit policy by managing premium collections and prudent branch debtors’ management.
2.Client and Intermediary Relationship Management
- Recruitment & Training: Select, interview, recruit, and train Independent Agents to build a high-performing sales team.
- Intermediary and Client Relationship Management: Contribute to the management of direct clients and intermediaries, ensuring their needs are met and fostering long-term relationships.
- Motivation & Retention: Develop and implement rewards programs to motivate the Sales Force, ensuring high productivity and the retention of top-performing agents.
- Develop and execute a robust customer and agents’ engagement plan: through daily visitation plans, customer solution presentations, hosting agents’ trainings, and appreciation meetings among others.
3.Compliance, Control & Risk Management
- Risk & Control Management: Ensure strict adherence to risk control and self-assessment checklists. Implement compliance measures across the branch, especially in underwriting, credit management, and distribution.
- Intermediary Compliance: Ensure all intermediaries meet regulatory and internal compliance requirements before onboarding.
4.Customer Experience & Service
- Timely Quotation Delivery: Ensure quotations are delivered within the agreed turnaround times (TATs) to meet customer expectations.
5.Marketing, Promotion & Business Development
- Product Marketing: Actively contribute to the execution of the company’s marketing and communication plans, including promoting insurance products within the branch’s region.
- New Business Development: Actively seek out new business opportunities within the branch’s region to expand the portfolio.
- Supporting the Old Mutual Group Integrated Financial Services strategy: by collaborating with other Lines of Business within the group (Life, Investment, and Banking) to drive customer and revenue growth through actively seeking of cross- selling opportunities.
6.Claims Liaison & Complaints Resolution
- Claims Management: Act as a liaison between customers and the claims department, ensuring smooth claims processing and timely resolution of issues.
- Customer focused
- PR and interpersonal relations
- Office administration skills
- Advanced Computer skills
- Good communication skills
SKILLS AND COMPETENCIES
- At least 5 years of experience in a busy sales environment within the insurance sector
- Proven track record of driving exceptional performance in insurance sales management, consistently surpassing revenue targets and optimizing team productivity.
- Sales and Marketing acumen
KNOWLEDGE & EXPERIENCE
- Business Related Degree
- ACII or Insurance Qualifications.
QUALIFICATIONS
- Business Related Degree
- ACII or Insurance Qualifications
Skills
Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Salary
Competitive
Monthly based
Location
, Merti, Isiolo, Kenya, Isiolo, Kenya
, Merti, Isiolo, Kenya, Isiolo, Kenya
