Job Purpose: 

Growth of IFA business to meet set annual premium targets.

Key responsibilities:

• Secure new GI business through intermediaries.
• Retain existing GI business as per set objectives.
• Maintain excellent customer service to intermediaries and clients.
• Service existing business and resolve customer complaints.
• Follow up on renewals for general insurance business.
• Forward proposal forms to underwriting department.
• Follow up premium collections for GI clients.
• Prepare weekly and daily reports as required.
• Undertake initial underwriting in accordance with set guidelines to ensure sound acceptance of risk.
• Respond to customer and client enquiries.
• Follow up on commissions and claims issues emanating from intermediaries.
• Recruitment of intermediaries as per set objectives.
• Conversion of FA’s and IFA’S in the market to ensure all are placing general insurance business.
• Continuous execution of initiatives and strategies per market to ensure meeting of set objectives and reviewing them where need be.
• Training of intermediaries on general insurance products and submitting training schedules to supervisors.
• Use authorised incentive scheme to bring in new business through training intermediaries on the same and marketing it.
• Creating strategic partnerships with intermediaries for maximum business support.
• Sharing of market intelligence with supervisor.
• Work closely with underwriter and branch manager and other lines of business to achieve set objectives.

Requirements

Knowledge, experience and qualifications required:

• Bachelors’ degree in a business related field.
• Professional qualification in Insurance (DIP ACII, DIP IIK, ACII, IIK).
• 2-4 year’s relevant experience in the insurance industry.

Technical/ Functional competencies:

• Knowledge of insurance regulatory requirements.
• Knowledge of insurance products.
• Sales and marketing management skills.