Reporting to the Regional Bancassurance Sales Manager, the Bancassurance Sales Representative will be responsible for driving sales of insurance & Retail products in the assigned branches.
Key Responsibilities:
- Achieve sales targets (both Insurance and Retail) in accordance with the budgets provided; Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of General and Life insurance products.
- Retention of customers within the assigned portfolio – Ensure retention ratio of 85%.
- Drive the Life Partnership and ensure that set sales budgets are met.
- Provide pipeline data as requested. Monitor own sales performance on a daily, weekly, and monthly basis and provide results to the Sales Managers.
- Own customer queries and complaints around insurance products and resolve in a timely manner. Escalate any unresolved queries to the Line Manager or the Head Office Bancassurance team.
- Ensure accuracy of each application and all other customer documents. Accountable for the accuracy and quality of each application and supporting documents completed and submitted.
- Ensure all claims are reported to Head office Bancassurance team as guided while providing timely feedback to the clients. Assist the client to attach relevant documentation and have claim forms well completed.
- Ensure premiums are collected strictly as per the credit control policy.
- Conduct Branch staff training on Bancassurance products.
- Ensure compliance to the Group’s policies in delivering day-to-day business expectations.
The Person:
For the above position, the successful applicant should have the following:
Academic Qualifications:
- Minimum of C+ in K.C.S.E., with at least C+ in Mathematics and English.
- Bachelor’s degree in insurance, Actuarial Science, Marketing, or a related Business field from a recognized institution.
- Professional certification in Insurance is preferred. A Diploma in Insurance or a master’s degree is an added advantage.
Work Experience:
- At least 1 year of experience in sales.
- Minimum of 6 months’ experience in a customer-facing role or relationship management.
- Strong knowledge of Insurance Products.
Work Locations:
This role is based in the following locations, and candidates should be willing to work in any of these areas:
- Mpeketoni
- Changamwe
- Kisauni
- Ukunda
- Garissa
- Moyale
If you are based in or willing to relocate to any of these locations and meet the qualifications, we would love to hear from you! We are seeking dynamic, customer-focused individuals to join our team and contribute to our continued success in the insurance industry.
Interested candidates should specify their preferred work location(s). Please log in to our Recruitment portal and submit your application with a detailed CV.
To be considered your application must be received by Friday 13th December 2024
Only short-listed candidates will be contacted.
