Corporate CSE IFA/Branch Full-time Job

Corporate CSE IFA/Branch-KISUMU - (2200004K)

Job Purpose and Key responsibilities

Job Purpose:

Growth of IFA business to meet set annual premium targets

Key Responsibilities

1. Secure new corporate business through intermediaries
2. Retain existing corporate business as per set objectives
3. Maintain excellent customer service to intermediaries and clients
4. Service existing business and resolve customer complaints
5. Follow up on renewals for corporate general insurance business
6. Forward proposal forms to the underwriting department
7. Follow up premium collections for corporate clients
8. Prepare weekly and daily reports as required
9. Undertake initial underwriting in accordance with set guidelines to ensure sound acceptance of risk
10. Respond to customer and client inquiries
11. Follow up on commissions and claims issues emanating from intermediaries
12. Recruitment of intermediaries as per set objectives
13. Conversion of FAs and IFAS in the market to ensure all are placing corporate general insurance business
14. Continuous execution of initiatives and strategies per market to ensure meeting of set objectives and reviewing them where need be.
15. Training intermediaries on general insurance products and submitting training schedules to supervisors.
16. Use an authorized incentive scheme to bring in new business through training intermediaries on the same and marketing it.
17. Creating strategic partnerships with intermediaries for maximum business support.
18. Sharing of market intelligence with supervisor
19. Work closely with underwriter and branch manager and other lines of business to achieve set objectives
20. Perform any other duties as may be assigned from time to time

Delegated Authority: As per the approved delegated authority matrix

Key Performance Measures

As described in your Personal Score Card

Knowledge, experience and qualifications required

Knowledge, experience, and qualifications required

1. Bachelors degree in a business-related field
2. Professional qualification in Insurance (ACII, IIK)

3 2-4 years relevant experience in the insurance industry

Leadership category responsibility framework (Core Competencies)

Emerging Leaders in Britam need to:

• Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets;
• Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation;
• Ensure that department priorities are adhered to and effectively communicated;
• Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate;
• Embody a high performance, proactive culture;
• Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
• Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making;
• Effectively set and monitor priorities and objectives for more junior staff;
• Understand and communicate objectives in relation to the larger organisational impact;
• Effectively disseminate knowledge within the correct context, towards subordinates as well as management;
• Appropriately model the company values while setting the pace and energy for delivering;
• Effectively manage and communicate change within the department in order to increase staff and process effectiveness;
• Provide access to accurate and consistent information and services across all channels;
• Ensure a seamless experience for clients;
• Improve service delivery for clients;
• Engage in continuous brand building to become the trusted partners to clients.

Emerging Leaders Competency Descriptions.

• Presenting and Communicating Information - Speaks fluently; expresses opinions, information and key points of an argument clearly; presents effectively; responds quickly to others reactions and feedback during conversations; projects credibility.
• Working with People - Shows respect for the views and contributions of team members; shows empathy; listens, supports and cares for others; consults others and pro-actively shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
• Adhering to Principles and Values - Upholds and encourages ethical behavior and departmental values; demonstrates integrity; encourages individual responsibility towards the community and the environment; models the organizational values during everyday interactions.
• Analyzing - Analyses numerical data and all other sources of information, breaking them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgments from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system/process / problem.
• Planning and Organizing - Adheres to and monitors clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
• Delivering Results and Meeting Customer Expectations - Focuses on customer needs and satisfaction; sets and models high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic methodical and orderly way; consistently achieves projects goals.
• Deciding and Initiating Action - Takes responsibility for own, as well as subordinates actions and projects; takes initiative and works under own direction; initiates and generates activity; introduces improvements into work processes; handles problems with minimal guidance.

Primary Location: Kenya-Kisumu-Kisumu

Organization: Britam Asset Managers (K) Limited

Job Type: Permanent

Shift: Day Job

Contract Type: Full-time

Job Posting: 09-09-2022

Unposting Date: 16-09-2022

Number of Openings: 1

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.