Job Description

Delivery of the budget for both Grow Corporate Life Business Sales through the broker channel and direct sales.

KEY TASKS AND RESPONSIBILITIES 

• DELIVERY OF BUDGET – Ensure the set budget for Group Life, Group Credit Life, Group Last Expense and Group Critical Illness is realized for year.
• MARKET INTELLIGENCE – Obtain market information in respect of Corporate business and ensure the information is used for product improvement so that our product offering remain relevant and continue to meet customer expectations

PROPOSALS FOLLOW UP:

• Ensure proposals are delivered within the agreed timelines.
• Follow up competitiveness of proposals sent out.
• Driving business and ensuring sustained growth, focusing on achieving/ surpassing sales targets.
• Expanding business reach and proactively creating new sales leads/ opportunities.
• Constantly interacting with prospects and maintaining cordial business relationship with key clients.
• Expanding channel business by sourcing new partners as well as maintaining efficient business relationships with existing partners to enhance growth of business operations.
• Handling high value sales, addressing minor details and identifying areas of improvements in customer service.
• Undertaking business case assessment to enhance channel sale relations, as well as assessing and evaluating new products.
• Managing an efficient sales cycle (sales pipeline) and value based service  cycle through use of CRM to drive the following business goals: –
•  Identify Target customer
•  Meeting to determine needs
•  Client acquisition
•  Account Service Plan – client/intermediary visits, policy documentation, credit control, claims management, SLA’s etc.
• Ensure that proper management of accurate, quality and timely business reports.
• Monitor competitor activity and advise the business on opportunities/threats that are presented by such activities.

SKILLS AND COMPETENCIES

• Decision Making,
• Initiating Action,
• Business Development, Key Accounts Management, Contractual Evaluation & Negotiation
• Setting Strategies/ Sales Target, Clientele Development, Sales Management
• Coordination, Competitor Analysis
• Product Management, Customer Care
• Vendor Management
• Communication & Interpersonal, Leadership, Analytical Thinking Skills

QUALIFICATIONS,KNOWLEDGE & EXPERIENCE 

• Bachelor degree Marketing, Commerce or Business Administration
• CII or AIIK qualification

Sales experience

• Employee Benefits training and experience will be an added advantage
• Employee Benefits training and experience will be an added advantage
• Technical Knowledge,
• At least 5 years’ experience

KEY RESULT AREAS & PERFORMANCE INDICATORS 

• Meeting set revenue targets measured periodically
• Timely delivery of proposals and quotations
• The amounts of new revenue placed through targeted distribution channel partners.
• Debtor days for Distribution Channel partners
• Expense controls for Profitability of accounts placed
• The number of suggested new solutions to clients and distribution channel partners
• Timely periodical reports to seniors

Closing Date: 27 Novmber 2022

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Job Description

To innovate, strategize and execute plans to acquire & retain business and manage the relationship with Banks and non-traditional distribution channels (Micro-Finance Institutions, Saccos, Digital & Aggregator groups). To enhance existing business relationships as well as identify and develop new ones to expand retail & group distribution channels so as to achieve set business targets.

PRINCIPAL ACCOUNTABILITIES

• Prospecting for new product lines and revenue
• Managing Banks’ and non-traditional sales channels’ relationships Proposing and implementing value propositions to retain and grow revenues
• Support marketing and promotional activities for Distribution channel partners
• Provide quotations to the Distribution channel partners on a timely basis
• Accurately and timely generate business development reports
• Develop and implement new distribution channels in consultation with the Distribution Director
• Meet assigned targets for profitable sales volume and strategic objectives as assigned.
• Advise on potential products and device strategies to enable the company respond appropriately to emerging business opportunities.
• Monitor channel performance and deal with evolving issues to avoid undesirable outcomes.
• Recruit, train, coach and retain high level partners to meet set annual targets and drive results through Activity Management, Reward & Recognition programs, etc.
• Build a performing Alternative Distribution sales team and enhance their performance through coaching.
• Host regular general-purpose staff workshops to communicate policy and develop team.
• Ensure Management reports are sent on timely basis.  Interpret the reports to make relevant changes in the day to day Management of the Channels.

• Formulate and implement Direct Marketing Strategy with all key alternative channels to meet set targets

KNOWLEDGE AND EXPERIENCE.

• University degree with professional qualifications in Insurance, Sales Management, Customer Care and Relationship Management
• Experience in project management will be an added advantage
• At least 3 years’ selling and 5 years’ Sales Management experience in Banking, Insurance or Telco sectors

KEY SKILLS AND COMPETENCIES

• Highly Motivated, Go getter attitude with staying ability to start and complete new projects
• Great networking and prospecting skills
• Excellent Negotiation & Presentation skills
• Customer Relationship building and management
• Flair for Sales and  Marketing

Closing Date: 02 December 2022

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Job Description

The incumbent will be responsible for enforcing underwriting controls in the Branch including on-barding, issuing certificates, booking of business, documentation, Implementing underwriting guidelines, processes and procedures to ensure quality underwriting and business, ensuring profitability of the branch through quality control and on-boarding, ensuring quality documentation, timely turn around and maintaining excellent customer service and retention support.

KEY TASKS AND RESPONSIBILITIES

• Enforce underwriting controls
• Ensure compliance with underwriting guidelines
• Debiting of premiums and processing of policy documents within set timelines
• Debiting and processing of renewal endorsements
• Processing and checking of underwriting Documents
• Issuing of Endorsements
• Issuing of Motor Certificates
• Issuing and signing of yellow cards
• Review and dispatch of notices within set TAT
• Ensure work is done within the set standards of service – Customer service charter
• Do a detailed weekly mail reports on outstanding work.
• Give quality customer service to all our clients.
• Safe keeping yellow cards.
• Daily scanning and indexing of mails
• Issuance of valuation letters and follow up
• Adherence to the credit control policy
• Follow up renewals and reporting on status
• Processing of client and Bank refunds
• 100% Adherence to the authority matrix
• Adherence to the underwriting guidelines and memos
• Ensure registry is fully maintained in an orderly and is up to date
• Ensure compliance of AML and PEP guidelines
• Ensure cross sale and up sale opportunities are maximized.
• Premium receipting of Mpesa, VISA and cheque payments and ensure cheques are banked on time -GI and Medical
• Issuing customers with updated/ correct customer statements
• Assisting clients with claims reporting (both GI & Health) and follow ups with Head office
• Onboarding of retail medical clients and ensuring the customers receive medical cards
• Perform any other duties as may be required by the management.

SKILLS AND COMPETENCIES

• Basic Underwriting skills
• Customer service skills
• Good Communication Skills
• Computer Literate

QUALIFICATIONS, KNOWLEDGE & EXPERIENCE

• Business Related Degree
• Advanced Industry Qualifications/ C.O.P
• 1 year’s experience in the Insurance Industry

Closing Date: 02 December 2022