The role holder will be responsible for the execution of effective and efficient agency operational performance in line with the Company’s policies and practices that govern internal processes.

Key Responsibilities

• Recruit and monitor the performance of intermediaries in the branch in line with the Heritage sales strategy.
• Obtain relevant details from intermediaries to enable provision of quotations
• Identify and develop new business opportunities through the intermediaries to achieve the branch sales revenue budget.
• Management of renewals/ business retention.
• Provide accurate and competitive quotations promptly to prospective clients and intermediaries.
• Preparation and timely submission of tender documents
• Provide the required support to the intermediaries, including training and licensing, to facilitate them in the delivery against the Heritage sales targets.
• Conduct and client meetings and run detailed illustrations to introduce them to new and existing general insurance products.
• Develop and maintain relationships with both internal and external stakeholders to support the achievement of sales targets
• Build up detailed knowledge about the company’s products and keep abreast of market conditions and developments.
• Monitor premium collection and credit control in the branch to ensure full compliance with the Credit Control Policy.
• Provide feedback on gaps in the sales policies, procedures and processes for the branch to operations to ensure appropriate interventions are undertaken.
• Establish and maintain a good relationship and high public relations with intermediaries and clients, including visitations.
• Prepare timely, accurate, informative reports to management on performance of the distribution channel to facilitate decision making.
• Keep detailed and accurate records of policies underwritten and decisions made.
• Ensure proper filing of client, intermediary and agency information both manual and electronic for easy retrieval of documentation when required.
• Collect and maintain record of the intermediaries’ IRA licences.
• Liaise with all other departments and branches to maintain good corporate image while assisting clients.
• Prepare timely, accurate, informative reports to management on performance of the branch to facilitate decision making.
• Deputize/Assist the branch manager in the day to day running of the branch

Qualifications

• Bachelor’s degree in insurance, Marketing, or other business-related discipline Classified as Public by Liberty
• Progress towards Diploma in Insurance (ACII or AIIK), (at least 3 papers or equivalent)

Experience

• 5-7 years’ experience in sales and marketing of general insurance products.