Overall Job Purpose :
Ensure full representation through financial advisors in Coast Region and its environs by offering General Insurance Products to clients.
Nature and scope :
The position reports to the Branch Manager
The jobholder is responsible for General Insurance Sale’s functions in Mombasa & its environs
Key responsibilities :
Secure new business through Financial Advisors;
Training on general insurance products to Financial Advisors in the Branch;
Maintain excellent Customer Service to all our supporters and all our clients;
Servicing existing business through Financial Advisors;
Follow up renewals in the Branch and ensure we realize 80% renewals;
Liaise with Financial Advisors and ensure all their needs are satisfactory met;
Do quotations and communicate the same to the Financial advisors and prospective clients;
Ensure proposal forms are properly filled in and also collect KYC documents during sales;
Collect Premiums and ensure compliance of cash & carry in the Branch;
Gather marketing intelligence including competition, new products and also about the Company’s image;
Undertake initial underwriting of business to ensure sound acceptance of risk (however, one will need to liaise with the Sales Manager/Underwriting Manager on major risks before accepting);
Handle customer complaints written or verbal and refer to the supervisor where necessary;
Gather all initial information required when claims arise and liaise with the Claims department;
Present an excellent image of the Company;
Perform any other duties as assigned by the immediate seniors.
Key qualifications,knowledge and experience :
Bachelor of Commerce degree (marketing option preferred).
Diploma in sales and marketing or CIM qualification
Four (4) years sales experience (financial sector preferred)
Dynamic, mature and self-driven leader
Good analytical skills
Good listener and communicator
Good in report writing
Key Performance standard areas
Meeting 100% sales target (revenue growth, cost management and market share)
Timely payment of commissions and incentives
Ensuring production targets are met.
Premium collection & handling credit control matters (Adhere to credit control policy)
Closing Date: Tuesday, April 18, 2017
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