Job Summary
The incumbent will spearhead the execution of the sales strategy tailored for the corporate market segment, ensuring alignment with departmental goals through broker partnerships.
Oversee daily operations to ensure seamless workflow efficiency while maintaining strict adherence to established protocols and quality standards. Maintain open communication channels with cross-functional teams to facilitate collaboration and resolve operational challenges promptly. Monitor performance metrics and generate detailed reports to identify trends, address gaps, and implement corrective actions as needed. Provide leadership and guidance to junior staff, fostering a culture of accountability and continuous improvement. Develop and enforce policies to uphold compliance with regulatory requirements and company policies. Conduct regular audits and inspections to verify adherence to safety, health, and environmental regulations.
Collaborate in developing and executing the sales strategy to ensure alignment with the company’s broader growth objectives.
Uncover and pursue broker business opportunities, skillfully negotiate and finalize transactions in alignment with the company’s established quality business standards to drive market share expansion.
We are tasked with overseeing and sustaining relationships with existing corporate clients to uncover opportunities for cross-selling, expansion, and the acquisition of new business.
Achieve sales objectives by cultivating and maintaining strategic partnerships through the broker channel.
Our primary responsibility involves overseeing and recruiting broker partners to uncover fresh business opportunities, enhance cross-selling initiatives, and drive upselling strategies across existing accounts.
Deliver precise and market-competitive quotes for all product lines while ensuring timely distribution to brokers and potential clients.
To provide ongoing product training for all brokers, ensuring product knowledge and professionalism are maintained while ensuring accurate client advice and preventing misrepresentation.
Oversee a diverse portfolio of high-value corporate clients with the objective of maximizing revenue generation and growth opportunities.
Conduct comprehensive market intelligence research focusing on critical portfolio accounts, along with detailed competitor analyses and industry trend assessments.
Develop strong collaborative relationships with internal teams, marketing personnel, and other managers to uncover new sales prospects and drive revenue growth for the organization.
We are seeking a highly motivated professional with a proven track record in [specific field/industry] to join our dynamic team. The ideal candidate will possess a [relevant degree or certification], complemented by [X years] of hands-on experience in [specific tasks or industries]. Strong proficiency in [key skills or tools, e.g., software, methodologies] is essential, along with exceptional problem-solving abilities and meticulous attention to detail. Excellent communication and interpersonal skills are required to collaborate effectively with cross-functional teams and stakeholders. The role demands adaptability to evolving priorities and a commitment to delivering high-quality results in a fast-paced environment. Prior experience in [specific industry or function], as well as familiarity with [relevant regulations or standards], is highly advantageous. The successful applicant will demonstrate initiative, accountability, and a passion for continuous improvement in their work.
A bachelor’s degree in Insurance, Marketing, or a related business field is required for this position.
Diploma in Insurance (ACID or AII) and membership in either the Chartered Insurance Institute (CII) or the Insurance Institute of Kenya (INK) are essential prerequisites for this role.
Experience
A minimum of ten years of professional experience within the insurance sector is required, with at least three of those years dedicated to a leadership or supervisory capacity.
We seek professionals with a strong foundation in critical competencies essential for success in this role. Demonstrated expertise in key areas is required, along with the ability to adapt swiftly to evolving challenges. Responsibilities include leading strategic initiatives, driving operational efficiency, and fostering collaborative relationships across teams. Proficiency in [specific tools/software] and a proven track record in [relevant field/experience] are mandatory. Additionally, candidates must exhibit exceptional problem-solving skills, attention to detail, and a commitment to delivering high-quality results in a fast-paced environment.
Accomplished professionals in sales and marketing possess the ability to drive revenue growth through strategic client engagement, brand positioning, and promotional initiatives. They excel in identifying market opportunities, cultivating client relationships, and executing campaigns to maximize reach and conversion. Key competencies include persuasive communication, data-driven decision-making, and proficiency in CRM tools. These individuals often collaborate across departments to align messaging with business objectives, ensuring cohesive and impactful marketing strategies.
Developing, overseeing, and implementing strategic initiatives are central to this role, ensuring alignment with organizational objectives while driving sustained growth and performance. This position requires a proactive approach to setting priorities, allocating resources efficiently, and monitoring progress to achieve key milestones. Collaboration with leadership and cross-functional teams will be essential to refine and execute high-impact strategies that support long-term success. Additionally, the role involves evaluating market trends, assessing competitive landscapes, and adjusting plans as needed to maintain a competitive edge. Strong analytical skills, strategic foresight, and the ability to translate vision into actionable steps are critical for success in this position.
A comprehensive grasp of insurance operations and fundamental concepts is essential.
Proficiency in insurance regulatory compliance standards and guidelines is essential for this role. A comprehensive understanding of the legal and regulatory frameworks governing the insurance industry is required to ensure adherence to all applicable laws and regulations. This expertise is crucial for maintaining compliance and mitigating risk within the organization.
Proficiency in underwriting methodologies, protocols, and foundational principles is required.
Proficient understanding of insurance products, including life, health, property, and casualty policies, is essential. Candidates should possess a comprehensive grasp of policy terms, coverage options, exclusions, and underwriting principles. Familiarity with regulatory compliance standards and industry best practices is also required. Additionally, the ability to analyze client needs and recommend suitable insurance solutions is critical. Strong communication skills are necessary to explain complex policy details clearly to clients.
Proven ability to engage and maintain productive relationships with stakeholders is essential. Strong communication and negotiation skills are required to effectively collaborate with diverse stakeholders. The role involves understanding and addressing their needs, ensuring alignment with project objectives, and fostering mutual trust and cooperation.
Developing innovative strategies and conceptual frameworks is essential to this role.
Entrepreneurial and commercially astute professionals are sought, with a strong ability to identify and capitalize on business opportunities while maintaining a sharp focus on profitability and growth. Ideal candidates will demonstrate a keen understanding of market dynamics, strategic decision-making, and resource optimization to drive sustainable value creation. Proficiency in evaluating risks, leveraging competitive advantages, and fostering innovation is essential to excel in this dynamic environment.
Responsible for coordinating and structuring tasks, schedules, and resources efficiently to ensure projects are completed on time and within budget. Develops detailed plans, sets clear objectives, and allocates responsibilities to team members as needed. Monitors progress, identifies potential obstacles, and implements corrective actions to maintain workflow. Requires strong attention to detail, proficiency in project management tools, and the ability to prioritize multiple deadlines effectively.
Build and nurture professional relationships through strategic networking and meaningful connections, both within the organization and externally, to foster collaboration, knowledge sharing, and business growth opportunities.
Collaborating with individuals across various teams and departments, this role entails engaging with diverse stakeholders to foster productive relationships and achieve common objectives. The position requires strong interpersonal skills to effectively communicate, negotiate, and resolve conflicts, ensuring alignment with organizational goals. Additionally, the ability to adapt to different communication styles and build rapport with colleagues, clients, or partners is essential. This role serves as a bridge between teams, facilitating seamless collaboration and enhancing overall productivity.
Adapting dynamically to evolving circumstances and embracing transformative shifts with agility and resilience is essential.
Assessing situations and determining the appropriate course of action are essential aspects of this role. Taking prompt, decisive steps to address challenges or capitalize on opportunities is required. The ability to act independently and proactively drive initiatives forward is critical. Ensuring timely responses to dynamic circumstances is expected.
Persuasive communication and the ability to effectively influence others are crucial components of this role. You will be responsible for engaging stakeholders at all levels, articulating compelling arguments, and driving alignment toward shared objectives. Additionally, you will leverage strong interpersonal skills to build consensus, negotiate agreements, and foster productive relationships. A key part of your responsibilities will involve presenting data-driven insights and solutions in a manner that motivates action and secures buy-in from decision-makers.
Presenting and disseminating information effectively constitutes a core responsibility of this role, ensuring clarity and engagement across all interactions. You will convey complex ideas in an accessible manner, tailoring your communication to diverse audiences, whether through verbal presentations, written reports, or visual aids. Strong interpersonal skills and the ability to articulate concepts with precision are essential to fostering understanding and driving informed decision-making.
If you satisfy the specified criteria, kindly submit your application along with an updated CV to vacancies@heritage.co.ke by June 16, 2026. Ensure the job title appears in the email subject line. Liberty Kenya maintains a policy of equal opportunity and actively promotes workplace diversity. Kindly note that only applicants selected for further consideration will receive a response.
Qualifications
BA/BSc/HND , Diploma
Experience Required
10 years
