Retail IFA Sales CS - Kisumu at Britam

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 authorised 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

Key Performance Measures

• As described in your Personal Score Card

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

Technical/ Functional competencies

• Knowledge of insurance regulatory requirements
• Knowledge of insurance products
• Sales and marketing management skills