Job Purpose and Key responsibilities

Job purpose

To effectively support the Broking Manager to grow general insurance business to meet set annual premium targets

Key responsibilities

• Meet sales revenue targets (Primary Duty)
• Support with securing new business through intermediaries
• Maintain excellent customer service to intermediaries
• Service existing business (Respond to client enquiries especially on claims, product upselling and cross selling)
• Follow up on renewals for general insurance business (At least 2 months prior to renewal dates)
• Produce proforma invoices for client payment (Based on closing instruction from intermediaries)
• Forward proposal forms and KYC documents to underwriting department
• Follow up premium collections(Daily, Weekly and Monthly debtors review)
• Produce client accounts statement (In liaison with Finance)
• Undertake initial underwriting in accordance with set guidelines to ensure sound acceptance of risk
• Perform any other duties as may be assigned from time to time

Key Performance Measures

• Achievement of production targets
• Customer satisfaction
• Customer retention
• Adherence to credit control policy

Working relationships

Internal Relationships:

• Accountable to the Broking Manager and Assistant Sales Manager-(broking)
• Required to liaise and work closely with the other departments as may be necessary

External Relationships:

• Britam customers
• Intermediaries

Knowledge, experience and qualifications required

Knowledge, experience and qualifications required

• Bachelors’ degree in a business related field
• Professional qualification in Insurance (ACII, AIIK) will be added advantage
• 2-4 years’ experience in a similar position

Competencies

Technical and functional competencies

• Knowledge of insurance industry and concepts
• Knowledge of insurance regulatory requirements
• Competence in Sales and marketing
• Competitor understanding

Core competencies

• Communication skills
• Building relationships
• Focuses on the customers
• Develops self
• Solves Problems

• Meet sales revenue targets (Primary Duty)
• Support with securing new business through intermediaries
• Maintain excellent customer service to intermediaries
• Service existing business (Respond to client enquiries especially on claims, product upselling and cross selling)
• Follow up on renewals for general insurance business (At least 2 months prior to renewal dates)
• Produce proforma invoices for client payment (Based on closing instruction from intermediaries)
• Forward proposal forms and KYC documents to underwriting department
• Follow up premium collections(Daily, Weekly and Monthly debtors review)
• Produce client accounts statement (In liaison with Finance)
• Undertake initial underwriting in accordance with set guidelines to ensure sound acceptance of risk
• Perform any other duties as may be assigned from time to time

• Knowledge of insurance industry and concepts
• Knowledge of insurance regulatory requirements
• Competence in Sales and marketing
• Competitor understanding
• Communication skills
• Building relationships
• Focuses on the customers
• Develops self
• Solves Problems

• Bachelors’ degree in a business related field
• Professional qualification in Insurance (ACII, AIIK) will be added advantage