Job Purpose:

Growth of IFA business to meet set annual premium targets.

Key responsibilities:

• Secure new GI business through intermediaries.
• Retain existing GI 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 the underwriting department.
• Follow up premium collections for GI clients.
• Prepare weekly and daily reports as required.
• Undertake initial underwriting by setting guidelines to ensure sound acceptance of risk.
• Respond to customer and client inquiries.
• Follow up on commissions and claims issues emanating from intermediaries.
• Recruitment of intermediaries as per set objectives.
• Conversion of FA’s and IFA’s in the market to ensure all are placing general insurance business.
• Continuous execution of initiatives and strategies per market to ensure meeting of set objectives and reviewing them where needed.
• Training intermediaries on general insurance products and submitting training schedules to supervisors.
• Use an authorized 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 the underwriter and branch manager and other lines of business 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.

Knowledge, experience, and qualifications required:

• Bachelor’s degree in a business-related field.
• Professional qualification in Insurance (DIP ACII, DIP IIK, ACII, IIK) is an added advantage.
• 2-4 years of sales experience in the insurance industry.

Technical/ Functional competencies:

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

How To Apply

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