Job Description
To manage the operations of the Branch and ensure that the set targets both in production and number of Direct Sales Force (DSF) and independent agents and direct clients are achieved.
Management of independent Intermediaries (Agents and Brokers)
Management of Direct Sales Force
Management of Direct Clients; Selects, interviews, recruits, trains to achieve annual set numbers and facilitates professional courses for all company DSF, terminates services as necessary while maintaining the regulatory standards throughout the year
Sets targets for each agent both for renewal and new business at the start of the business year, monitors performance monthly to ensure volume targets are met and communicates to Head of Retail & Branch Business
Recruitment, Motivation and Retention of productive intermediaries
Contributes actively in actualization of the company’s’ PR/Communication plan in Marketing and promotion of company products and identifies social responsibility activities in the region for consideration
Formulates long term and short-term strategic plan for the Branch in line with the Company’s strategic goals and takes part in Company’s’ strategic planning session
Ensure compliance with the company policies and procedures on underwriting especially credit policy and documentation.
Ensure that intermediaries comply to all regulatory requirements before starting to transact business
Develops a rewards program to motivate the Direct Sales Force achieve projected sales.
Supervises, counsels, motivates, and sets objectives for the Branch Customer Service Officer and Sales Agents and carries out appraisals as per company plan in order to achieve the branch Objectives/targets
Oversees branch administrative function and maintains all company assets in the branch including safe custody of Motor vehicle certificates, cash/cheques and agents’ personnel files
Oversees the underwriting of all the business introduced through the branch to ensure that the underwriting guidelines/procedures are followed within the authority guidelines, chairs renewal meeting on a weekly basis and ensures quotations are presented within 12 hours and 48 hours for those with consultations
Implements the company credit policy through collecting premium and oversees compliance to company (QOP) procedures ensuring adherence with regulatory requirements for all functions
Claims liaison
SKILLS AND COMPETENCIES
Customer Focused
PR/ interpersonal Relations
Office administration skills
Advanced Computer skills
Good communication skills
KNOWLEDGE & EXPERIENCE
Sales and Marketing training
5 years’ experience
QUALIFICATIONS
Business Related Degree
ACII or Insurance Qualifications
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