KEY DUTIES AND RESPONSIBILITIES
- Coordinate with the Finance and Admin Manager in preparation of budgets for the unit and ensure compliance to the approved budget.
- Ensure timely renewal of existing policies of the Insurance Agency.
- Develop a sales pipeline for insurance products and services.
- Provide a progress report on the unit’s performance for decision making purposes.
- Ensure effective customer service to insurance clients.
- Ensure maintenance of customer information in both computerized and physical format.
- Ensuring timely payment of insurance premiums and commissions.
- Ensure company policies have been effectively communicated to clients.
- Advise clients on insurance related issues.
- Undertake marketing to generate clientele of insurance services.
- Ensure timely feedback to customers on insurance related issues including valuation.
- Ensure the company collaterals are insured to manage the risk.
- Continuous professional development to keep up with current industry trends.
- Ensure timely premium reconciliation with the underwriters.
- Any other duties as may be assigned.
QUALIFICATIONS & EXPERIENCE
- Bachelor’s Degree in Commerce (Insurance) or a business related degree.
- Diploma in Insurance or any insurance certification will be an added advantage.
- At least 3 years relevant working experience in the field of insurance.
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