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 partnerships.
Oversee and execute critical duties related to the role, including managing daily operations, coordinating team efforts, and ensuring adherence to established protocols. Develop and implement strategies to enhance productivity, streamline workflows, and achieve organizational objectives. Maintain open communication with stakeholders to align on goals, address concerns, and foster collaboration across departments. Monitor performance metrics to identify trends, assess progress, and drive continuous improvement. Prepare and present reports to leadership, summarizing key findings, challenges, and proposed solutions. Ensure compliance with industry regulations and internal policies while upholding the highest standards of professionalism and accountability.
Collaborate in developing and executing the sales strategy to align with the company’s broader growth objectives.
Identify and pursue broker business opportunities while negotiating and finalizing agreements in alignment with the company’s established quality business guidelines to enhance market share.
Responsibilities include overseeing and nurturing established corporate client partnerships to uncover opportunities for cross-selling, expansion, and new business development.
Achieve sales targets by cultivating strategic partnerships within the broker channel.
Responsible for overseeing the recruitment and management of broker partners to uncover prospects for new business development, as well as to facilitate cross-selling and upselling initiatives on current accounts.
Prepare and deliver precise, market-aligned price proposals for all product lines without delay to brokers and potential clients.
To maintain product expertise and uphold professional standards, deliver ongoing training programs for all brokers, ensuring accurate client advice and preventing potential misrepresentation.
Oversee a diverse portfolio of key corporate clients with the objective of driving revenue growth.
Create comprehensive market intelligence by analyzing key portfolio accounts, conducting thorough competitor evaluations, and tracking industry trends to inform strategic decision-making.
Cultivate strong, collaborative partnerships with internal teams, marketing personnel, and other leadership figures to identify and leverage sales opportunities, ultimately driving revenue growth for the organization.
Qualifications
A bachelor’s degree in Insurance, Marketing, or a related business field is required.
Qualified candidates must hold a Diploma in Insurance, either the ACID or AII designation, and be an active member of either the Chartered Insurance Institute (CII) or the Insurance Institute of Kenya (INK).
Seeking a candidate with a proven track record of relevant experience in the specified field, demonstrating a depth of knowledge and expertise through prior roles or projects. The ideal applicant will possess hands-on familiarity with key responsibilities associated with this position, ensuring they can effectively contribute from day one. A strong background in pertinent methodologies, tools, or industries is required, along with the ability to apply this experience to drive measurable outcomes. Additionally, familiarity with industry standards, best practices, and emerging trends will be considered advantageous.
A minimum of a decade of professional experience within the insurance sector is required, with at least three years dedicated to a leadership or oversight capacity.
A candidate for this role must demonstrate proficiency in key competencies, including strong analytical skills, effective communication abilities, and collaborative teamwork. Applicants should possess a proven track record in problem-solving, adaptability to evolving challenges, and a commitment to continuous learning. The ideal candidate will exhibit leadership qualities, organizational acumen, and the capacity to manage multiple priorities efficiently. Additionally, familiarity with industry-specific tools and technologies is required, along with a dedication to maintaining high ethical standards in all professional interactions.
Proven proficiency in sales strategies and marketing methodologies is required. Candidates should demonstrate expertise in promoting products or services, cultivating client relationships, and driving revenue growth. Strong communication, negotiation, and analytical abilities are essential to execute successful campaigns and achieve business objectives. Prior experience in a sales or marketing role is preferred.
Developing, overseeing, and implementing strategic initiatives to drive organizational growth and achieve long-term objectives.
Proficiency in insurance operations and fundamental concepts is essential, encompassing comprehensive knowledge of industry practices and principles.
Possesses a solid understanding of insurance regulatory requirements.
Proficiency in underwriting methodologies, operational frameworks, and fundamental principles is required.
We seek a candidate with a comprehensive understanding of insurance products, including their features, benefits, and applications. The ideal individual must demonstrate proficiency in explaining complex policy details clearly and accurately to clients or internal stakeholders. A strong grasp of underwriting principles, risk assessment, and regulatory compliance is essential to ensure adherence to industry standards and organizational policies. Additionally, the ability to analyze market trends and product performance metrics to identify opportunities for growth and innovation is highly valued.
Proven ability to effectively engage and collaborate with stakeholders across diverse levels, ensuring alignment and fostering productive relationships to achieve shared objectives. Demonstrates strong interpersonal skills, adept at navigating complex organizational dynamics while maintaining transparency and accountability. Capable of identifying key stakeholders, understanding their interests, and tailoring communication strategies to meet their specific needs and expectations.
Developing strategic plans and innovative concepts.
Commercial and entrepreneurial mindset with a focus on strategic innovation and value creation is required.
Planning, coordinating, and executing tasks with precision to ensure seamless workflow and operational efficiency. This role involves structuring schedules, allocating resources, and maintaining detailed records to support project timelines and organizational goals. Strong attention to detail, proficiency in time management, and the ability to prioritize multiple responsibilities are essential. Additionally, effective communication skills are required to collaborate with team members and stakeholders, ensuring alignment and adherence to deadlines.
Experienced professionals are sought to cultivate and expand professional relationships through strategic networking initiatives. This role requires actively engaging with industry peers, potential partners, and stakeholders to foster connections that drive collaborative opportunities and business growth. The ideal candidate will demonstrate exceptional interpersonal skills, a proactive approach to relationship management, and a keen understanding of networking best practices to enhance organizational reach and influence.
Collaborating effectively with diverse individuals across various teams and departments, you will engage in professional interactions to achieve shared objectives and deliver exceptional results. This role demands strong interpersonal skills, the ability to communicate clearly, and a commitment to fostering inclusive and productive work environments. You will be responsible for building and maintaining positive relationships, resolving conflicts diplomatically, and ensuring alignment with organizational goals.
Adapting effectively to evolving circumstances and embracing dynamic shifts in the business environment are essential competencies for this role. Demonstrating flexibility and resilience in the face of new challenges is a key requirement, ensuring the ability to navigate unforeseen obstacles with poise and efficiency.
Evaluating circumstances and making informed decisions to drive forward momentum represents a critical component of this role. Proactively identifying opportunities and taking decisive action to implement necessary changes ensures progress and achieves strategic objectives.
Persuading and influencing stakeholders, clients, and team members is essential to driving alignment and achieving organizational objectives. This role requires the ability to articulate ideas clearly, negotiate effectively, and build consensus among diverse groups. Strong interpersonal skills, emotional intelligence, and a results-oriented mindset are crucial for fostering productive relationships and securing buy-in for initiatives. Whether presenting proposals, resolving conflicts, or advocating for strategic priorities, the ability to adapt communication styles and tailor messaging to different audiences is vital for success in this position.
Presenting and disseminating information effectively is a core responsibility, ensuring clarity and engagement across various stakeholders. This role involves conveying complex details in an accessible manner, adapting communication styles to suit diverse audiences. Strong interpersonal skills are essential to facilitate understanding and foster collaborative exchanges, whether in written reports, presentations, or verbal discussions. Additionally, the ability to articulate ideas persuasively and concisely is vital to support decision-making processes and align teams with organizational objectives.
We encourage qualified candidates to submit their applications and updated CVs to vacancies@heritage.co.ke by June 16, 2026. Kindly include the job title in the subject line of your email. Heritage Kenya is an equal opportunity employer committed to fostering diversity. Only applicants selected for further consideration will be contacted.
Qualifications
BA/BSc/HND , Diploma
Experience Required
10 years
