The role holder will be responsible for providing overall leadership to all Financial Advisors in the branch in delivering set production targets in all lines of business by recruiting unit managers, market identification and deepening, managing performance and productivity of financial advisors in line with cascaded company strategy.

Key Responsibilities:

• Quality recruitment, selection and retention of productive Unit Managers and financial advisors.
• Sales planning that achieves production targets in Ordinary Life and other lines of business.
• Meeting the set persistency levels of life business and retention targets for other lines of business.
• Performance management and supervision to drive and meet targets across all product lines.
• Provide one-to-one coaching, mentoring and motivation to members of their teams and ensure that they effectively implement strategies and agreed action plans.
• Selling of Life Products and other company products as targets prescribe.
• Conducting trainings on company products, processes, sales and soft skills to achieve results.
• Market segmentation and opening of markets for financial advisors to secure business.
• Relationship management and providing effective customer service to both prospective and existing customers.
• Preparing sales and other management reports as required from time to time.
• Manage the branch office and branch staff as per the company and HR policies and procedures.
• Perform any other duty assigned by the Management.

Knowledge, experience and qualifications required:

• A business-related degree is a minimum requirement.
• Minimum 3 years’ experience in Life Insurance. Branch and Unit Management added advantage.
• Relevant professional qualifications in COP. However, certification or proof of study in ACII, AIIK or CIM will be an added advantage.

Job Purpose:

Assist in processing and payment of pension claims and benefits.

Key Responsibilities:

• Updating and reconciling all pension payment transactions daily and monthly. Suspense management in all pension payments accounts.
• Review of balances before processing payments to customers.
• Process payment transactions on the Administration system and through any other channel.
• Capture accurate member bank details when processing payments in the system or through any other channel.
• Respond to both internal and external pension payment inquiries concerning benefits, claims process, commission, payroll services, and the filing/completion of proper forms.
• Prepare reports on pension payments when required.
• CRM requests resolutions
• Data cleaning
• Perform any other duties as may be assigned from time to time.

Knowledge, experience and qualifications required:

• Bachelor’s degree in business-related field.
• Well versed with Excel reporting and data analytics
• Knowledge in python and power BI will be an added advantage

Job Purpose:

• Undertake pension administration activities to support the achievement of business unit plan.

Key responsibilities:

• Facilitate data clean-up of clients’ Member balances and Fund balances.
• Ensure onboarding of new clients and sponsors within stipulated timelines ensure timely delivery of policy documents and deed of adherence to the customers within Tats.
• Facilitate data clean-up of clients’ personal information.
• Ensure customer data quality and compliance through validation and Verification of customer data during onboarding.
• Maintain and manage the integrity of all scheme transactions, documentary support and maintenance of scheme fund statements.
• Resolve CRM requests.

Knowledge, experience and qualifications required:

• Bachelor’s degree in business-related fields.
• Well versed with Excel reporting and data analytics.
• Knowledge in python and power BI will be an added advantage.

Undertake pension administration activities to support the achievement of the business unit plan

Key responsibilities:

• Assist with contribution reconciliation project.
• Receipting of pension contributions.
• Posting member contributions for pension SME schemes.
• Processing refunds for all unexpected but remittances.
• Suspense management for pension SME schemes.
• Constantly liaising with suspense resolution owners to ensure that set timelines are achieved in relation to update of member contributions.
• Maintaining records of contributing members and ensuring accuracy of their policy status (i.e. Active, deferred, Dormant, Withdrawn etc.
• Resolve CRM requests.
• Perform any other duties as may be assigned from time to time.

Knowledge, experience and qualifications required:

• Bachelor’s degree in business-related field.
• Well versed with Excel reporting and data analytics.
• Knowledge in python and power BI will be an added advantage.