JOB PURPOSE
The Bancassurance Sales Representative will be
responsible for the management of the day-to-day insurance business at the
assigned branches by providing quick, seamless, timely, efficient and
responsive service to customers .
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.
Minimum Position Requirements
- Bachelor’s degree in insurance, Actuarial Science,
Marketing or Business Related from a Recognized Higher Learning
Institution
- Professional Certification, Degreen in Insurance. Diploma in
Insurance or master’s degree will be an added advantage
- One (1) Year experience in Bancassurance, General or Life
Insurance sales
- Six (6) Months experience in a customer facing role or
relationship Management.
- Knowledge of Insurance Products
How To Apply
