Portfolio Officer

Job purpose
 
To develop and grow profitable product portfolio mix ensuring close focus on most profitable products.
Key Responsibilities
Drive the achievement of the sales revenue for General Insurance.
Grow and defend Britam’s General Insurance market share position.
Work hand in hand with FA & IFAs to promote General Insurance business.
Formulate and implement strategies that ensure FAs, IFAs, and Unit Managers are well versed with General Insurance Products.
Relate feedback to the product team from clients regarding the General insurance products and suggestions on improvement on the products.
Monitor customer/ agency preferences to determine focus of sales efforts in collaboration with FAs.
Deliver on performance requirements as defined in the departments’ strategy map, balanced scorecard and Personal Scorecard.
Working Relationships
Internal Relationships
Responsible for staff working under this position
Required to liaise and work closely with the other departments as may be necessary
External Relationships
Britam customers
Insurance sector players
Knowledge, Experience And Qualifications Required
Bachelor of Commerce degree (marketing option preferred)
Professional qualification in Insurance (ACII, FLMI or AIIK)
7 – 10 years sales management experience in the financial services sector
Competencies
Technical and functional competencies
Customer, market and competitor understanding
Knowledge of insurance regulatory requirements
Knowledge of Britam products
Selling skills
Sales and marketing management skills
Essential Competencies
Presenting and Communicating Information: Speaks fluently; expresses opinions, information and key points of an argument clearly; presents effectively; responds quickly to others ‘reactions and feedback during conversations; projects credibility.
Working with People: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; encourages individual responsibility towards the community and the environment; models the organisational values during every day interactions.
Analysing: Analyses numerical data and all other sources of information, to break them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system.
Planning and Organising: Adhere to and monitor clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organises resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets and models high standards for quality and quantity. Monitors and maintains quality and productivity. Works in a systematic methodical and orderly way. Consistently achieves projects goals.