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, with operations in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and Malawi. The group offers a wide range of financial products and services in Insurance, Asset management, Banking and Property. Our Mission is to provide outstanding financial services to our customers. Our Vision is to be the most trusted financial service partner. We aim to provide our clients, with an unmatched offering, ensuring first class solutions that help secure the future.
Reporting to BDM Group & Credit Life Sales, the role holder shall be responsible for growth of Group Life to meet annual business targets.
Key responsibilities
- Acquire group life and credit life business by identifying and exploiting business opportunities
- Preparation of Group Life and Credit Life, quotations, tenders and proposals for business acquisition
- Make Group Life and credit life presentations to prospective clients
- Develop and maintaining good working relationships with intermediaries
- Delivering good customer service by responding swiftly to queries and concerns from intermediaries Financial Advisors and clients
- Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors’ products
- Participate in regular review of products in liaison with the Product Development Department to match product offering with market needs
- Participate in introducing and promoting new products
- Prepare weekly, monthly, quarterly and annual reports as required
- Conduct regular training of intermediaries
- Debt l management of Group Life and Credit Life debtors
- Participate in formulation of operating plans within the department
- Liaise internally with other members of the team to ensure effective and efficient execution of client’s requests
- Run campaigns aimed at opening up or deepening reach of products in new and existing markets
- Perform any other duties as may be assigned from time to time
Key Performance Measures
- As described in your Personal Scorecard
Knowledge, experience and qualifications required
- Bachelors’ degree in a business related field
- Professional qualification in Insurance (ACII, AIIK)
- 2-4 years’ relevant experience in the insurance industry
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