Job Purpose:
The role holder will be responsible in leading and
managing the assigned banks to distribute profitable Britam products,
coordination with the bancassurance head office managers, Bancassurance
Officers and Regional relationship officers to generate revenues for all lines
of businesses. Work together with the regional team to support implementation
of the specific bank partners strategies across different regions.
Key Responsibilities:
- Work closely with Bancassurance Head office team responsible
for partner portfolio strategies for full implementation in the regions on
all lines of businesses (GI, Medical, EMC, Life & Pension).
- Work together with regional relationship officers to develop a
regional-specific strategy to unlock potential with key bank partners.
- Responsible for supporting onboarding regional domiciled
partners i.e., Saccos, MFI’s and other financial institutions.
- Implement all drivers of business to deliver on all agreed
service level agreements at regional levels.
- Communicate regional expectations and provide insights back to
the business to deliver competitively on a product or process for
different regions.
- Ensures team working and knowledge sharing.
- Ensure profitable business growth objectives are met with each
allocated region through new business and retention of existing business.
- Develop training calendars for regional bank teams on products
and process and oversee implementation of all training programmes.
- Support in managing relationships of key regional accounts and
corporate clients to support regional sales officers/managers.
- Facilitate preparation of accurate and competitive quotations
for insurance business and ensure they are delivered promptly to potential
clients.
- Oversee the processing of tenders/RFPs and ensure required
documentation is availed on time for the allocated banks.
- Share feedback in product development and delivery for right
fit of products to the partners.
- Ensure prompt follow-up on renewals to ensure that the
prescribed retention ratio is achieved.
- Ensure debt management in lines with the set credit control
for all business booked by self and by assigned banca relationship
executives.
- Ensure assigned relationship executives have approved work
plans and schedules.
- Ensure preparation of expense budgets and revenue targets as
shall be stipulated from time to time.
- Delegated Authority: As per the approved Delegated Authority
Matrix
- Perform any other duties as may be assigned from time to time.
Relationship building & sales management
- Builds, maintains, and sustain business relationships with the
bank partners’ branch managers, RMs & Senior Relationship Managers at
the branches.
- Active management of relationships with all bank branches to
ensure smooth running of the distribution channels in delivering targets.
- Integrate well with all members of the team into a harmonious
unit committed to the team vision and direction within the team
(Intra-team).
- Takes personal responsibility for coaching and mentoring
others.
- Receptive to constructive criticism, feedback and ideas from
supervisors, business partners and colleagues.
- Maintain event calendars for all partners to increase team
building and synergy while ensuring Britam brand building.
- Applies knowledge, resources, and experience to resolve
problems.
- Ensure after sales service support including provision of the
requisite contracting documentation such as policy documents, cover notes
etc.
- Ensure that all SLAs and TATs are met and report any
deviations to inform corrective action.
- Maintain an activities tracker that ensures that all strategic
initiatives are well always tracked for the allocated banks.
Training:
- Ensures empowerment trainings on products and processes to our
mutual bank partners (Across all lines of businesses) takes place in the
regions as and when required.
- Ensures that induction training are carried out for all new
partner officers on Britam processes and procedures.
- Ensure that customers are well appraised on the solutions
taken up through training, write-ups and after-sales follow-up for
feedback.
Reporting
- Ensure that stipulated weekly and monthly reports are prepared
and shared within the agreed timelines and in the format stipulated.
- Ensure that monthly expense reports are prepared and submitted
within the stipulated processes and procedures.
Knowledge, experience and qualifications required:
- Bachelor of Commerce degree or any other business-related
degree.
- Professional qualification in Insurance (ACII, FLMI or IIK),
or Significant progress.
- 3-6 years experience in insurance services/Financial two of
which must be in a busy insurance
business development environment, sales relationship management and or bancassurance
environment.
How To Apply
