Overall Responsibility: Responsible for the operations of the Branch and marketing of the company’s products to Agents, Brokers and Direct to ensure profitable, quality and timely service.
To oversee branch operations and ensure profitable business growth at the branch office.
Responsibilities
Market Takaful Insurance of Africa’s products to prospective clients and existing clients, Brokers, Agents
Ensure renewals are invited in good time and followed up with the client, Broker and Agents
Ensure service delivery is done on timely basis
Risk assessment and determination of terms to apply in consultation with Underwriting Manager
Obtain requests for quotations, assess as per underwriting/rating guide and other guidance, prepare quotations and deliver to clients/brokers or business development staff as necessary
Register all quotation requests, indicate the quotation number and open quotation
Follow up the quotations with the client/agents or brokers and confirm that cover is placed or declined and if declined try and obtain the reasons for decline
Facilitate and do product presentations
Ensure that files are well documented and all communications and transactions recorded
Collect premiums immediately from Client and ensure credit control policy is adhered to
File weekly and monthly reports detailing the outstanding work position. The Weekly report will include business activities of the week and what are due for the following week
Signing of accounting documents within authority limits given
Ensuring tidiness and cleanliness in office and all work areas
Maintain call/visits register for the Branch
Ensure proper declarations of motor certificates are done on monthly basis.
Receive information for all potential claims and liaise with claims department to ensure that the claim is registered. Follow up claims with claims department to ensure that claims are processed expeditiously
Ensure safe keeping and proper accounting of all company security documents i.e. Motor certificates, cover notes, Yellow cards,
Travel Insurance Booklets
Gather market intelligence relating to competitors and forward to Management
Manage allocated expenses budget
Provide leadership to a team of well-motivated staffs at the branch
Ensure that TIA assets in the branch are secure and properly tagged
Perform any other duties as may be requested by Management
Qualifications
Bachelor’s degree in Business Administration. Or related field
ACII
At least 3 years’ experience as an Insurance branch Manager
