Job Summary
The successful candidate will spearhead the execution of the sales strategy tailored to the corporates’ market segment, ensuring alignment with the department’s objectives through broker channels.
Oversee a range of critical functions encompassing strategic planning, operational execution, and team leadership to drive organizational success. Develop and implement comprehensive policies and procedures to ensure compliance with industry regulations and company standards. Lead cross-functional initiatives, fostering collaboration between departments to achieve key business objectives. Monitor performance metrics, analyze data trends, and present actionable insights to senior management to inform decision-making. Serve as a primary liaison with external stakeholders, including clients, vendors, and regulatory bodies, to maintain strong relationships and uphold organizational reputation. Mentor and develop team members through coaching, feedback, and professional development opportunities to enhance productivity and engagement. Ensure adherence to budgetary constraints while optimizing resource allocation to maximize efficiency and profitability.
Collaborate in developing and executing the sales strategy to ensure alignment with the company’s broader growth objectives.
Proactively seek out broker business opportunities, negotiate and finalize agreements while adhering to the company’s quality business standards to drive market share growth.
Responsibilities include fostering and sustaining established corporate client partnerships, while strategically identifying avenues for additional sales, expansion, and new business development.
Achieve sales targets by cultivating strong, strategic partnerships within the broker channel.
Oversee the recruitment and management of broker partners to uncover avenues for new business development, including cross-selling and upselling opportunities within current accounts.
Prepare and deliver timely, precise, and competitive price quotes for all product lines to brokers and potential clients without delay.
Provide ongoing product training for all brokers to maintain high standards of product knowledge and professionalism, ensuring accurate client advice and minimizing the risk of misrepresentation.
Oversee a portfolio of key corporate clients to drive revenue growth and foster strategic partnerships.
Conduct comprehensive market intelligence by analyzing key portfolio accounts, evaluating competitor strategies, and monitoring industry trends.
Foster strong, collaborative partnerships with internal teams, marketing personnel, and other managers to enhance sales prospects and drive revenue growth for the organization.
Seeking a highly skilled professional with a Bachelor’s degree in Accounting, Finance, or a related field, supplemented by relevant certifications such as CPA, CMA, or equivalent. Proven experience in financial reporting, analysis, and compliance within a corporate or public accounting environment is essential. Strong proficiency in ERP systems, advanced Excel skills, and proficiency with data visualization tools are required. Excellent analytical thinking, meticulous attention to detail, and the ability to communicate complex financial information effectively are critical. The ideal candidate will have experience leading audit engagements, ensuring adherence to regulatory standards, and optimizing financial processes to enhance operational efficiency.
A bachelor’s degree in Insurance, Marketing, or another business-related field is required.
A diploma in Insurance, specifically ACID or AII, is required, along with membership in either the CII or INK.
Experienced professionals with a proven track record in the relevant field are encouraged to apply. Candidates should possess at least [X] years of hands-on experience, demonstrating expertise in key areas such as [specific skills or domains]. A strong understanding of [industry-specific knowledge or tools] is essential, along with the ability to [specific competencies]. Familiarity with [relevant methodologies or frameworks] is highly desirable. The ideal candidate will have successfully [specific accomplishments or responsibilities] in previous roles, showcasing their capability to [key performance indicators or outcomes].
With a decade of experience in the insurance sector, including three years in a leadership capacity, the ideal candidate will bring a wealth of industry knowledge and proven management skills to the role.
We are seeking a candidate who possesses a robust skill set and demonstrates proficiency in key areas essential to this role. The ideal applicant will exhibit strong analytical capabilities, exceptional problem-solving skills, and the ability to work effectively both independently and within a collaborative team environment. Candidates must have a proven track record in project management, with a minimum of five years of relevant experience in a similar capacity. Familiarity with industry-specific software and tools, as well as a commitment to continuous professional development, is required. Additionally, strong communication skills, both written and verbal, are indispensable for success in this position.
Proven expertise in sales strategies, client relationship management, and promotional campaigns is essential. The role demands a strong ability to identify market opportunities, develop compelling marketing initiatives, and drive revenue growth. Candidates must demonstrate proficiency in negotiating deals, analyzing customer trends, and leveraging digital tools to enhance brand visibility. Exceptional communication, strategic planning, and analytical thinking are key requirements for this position.
Developing and implementing strategic plans to drive organizational success.
Requires comprehensive knowledge of insurance operations and core principles, encompassing a thorough grasp of industry practices and foundational concepts. Demonstrates expertise in the mechanisms, frameworks, and strategic elements that define effective insurance management and service delivery.
Requires familiarity with the principles and standards set forth by insurance regulatory bodies, along with the ability to interpret and apply pertinent compliance guidelines to operational procedures.
A strong understanding of underwriting methodologies, established protocols, and foundational principles is required.
Our position requires in-depth expertise in insurance products, enabling you to effectively communicate their features, benefits, and distinctions to clients. You must possess a robust understanding of the various coverage options, policy exclusions, and claims processes to ensure accurate and compliant guidance. Familiarity with industry regulations, pricing models, and underwriting standards is essential, as is the ability to analyze client needs and recommend tailored solutions.
Proven ability to effectively engage and collaborate with diverse stakeholders is essential. This includes maintaining clear communication channels, addressing concerns promptly, and ensuring alignment with organizational objectives. Strong interpersonal skills and the capacity to build trust-based relationships across various levels of leadership are highly valued. Additionally, adeptness at resolving conflicts, negotiating priorities, and managing competing interests is required to foster productive partnerships and achieve shared goals.
Developing innovative strategies and conceptual frameworks to drive organizational objectives forward comprises a core responsibility of this role.
Entrepreneurial and strategic commercial acumen are essential for this role, requiring a forward-thinking mindset to identify and capitalize on market opportunities. Candidates must demonstrate a strong grasp of business principles, including revenue generation, cost optimization, and competitive positioning. The ideal applicant will exhibit adaptability in dynamic environments while driving innovation and sustainable growth.
Planning and organizing tasks, projects, or events with precision and efficiency are essential to this role. It involves establishing clear objectives, setting realistic timelines, and coordinating resources to ensure seamless execution. Strong attention to detail is required to develop structured plans, prioritize responsibilities, and monitor progress. The ability to manage multiple deadlines while maintaining accuracy and adaptability is crucial. Additionally, effective communication and collaboration with stakeholders are necessary to align goals and streamline workflows.
Establishing and cultivating professional relationships and networks is essential for fostering collaboration, expanding opportunities, and driving organizational success. This role requires proactive engagement in industry events, conferences, and community forums to build meaningful connections with key stakeholders, clients, and partners. Strong interpersonal skills, coupled with a strategic approach to relationship management, will enable the successful candidate to identify synergies, negotiate mutually beneficial agreements, and enhance the organization’s reputation and influence within the market.
Collaborating effectively with diverse teams and individuals, we foster a supportive and inclusive work environment where every voice is valued. Strong interpersonal skills are essential to engage with colleagues, clients, and stakeholders across various departments. The ability to communicate clearly, actively listen, and resolve conflicts constructively is critical to our collective success.
Proactively adjusting to evolving circumstances and embracing modifications is essential for success in this dynamic environment. The ability to assess new information, adjust strategies efficiently, and maintain productivity amid shifting conditions is critical. This role requires a flexible mindset, quick decision-making, and the capacity to pivot effectively while ensuring consistent performance and outcomes.
The process involves determining appropriate courses of action and taking decisive steps to implement them effectively.
Persuading and influencing stakeholders at all organizational levels is crucial to drive alignment, secure buy-in, and facilitate decision-making. Strong interpersonal skills and the ability to articulate complex ideas clearly and compellingly are essential for fostering productive relationships. This role demands an individual who can adeptly manage diverse perspectives, negotiate effectively, and adapt communication styles to resonate with various audiences while maintaining a results-oriented approach.
Delivering and articulating information effectively is essential to this role.
Should your qualifications align with the outlined criteria, we invite you to submit your application along with an updated résumé to vacancies@heritage.co.ke no later than 16th June 2026, ensuring the job title appears prominently in the email subject line. Heritage Kenya is committed to equal opportunity employment and values a diverse workforce. Kindly note that only applicants selected for an interview will receive further communication.
Qualifications
BA/BSc/HND , Diploma
Experience Required
10 years
