JOB PURPOSE STATEMENT
To market and sell the Bank assurance products to the bank customers with specific focus on CBA@work channel. The job function involves designing, implementing and coordinating the CBA@work Bank assurance sales strategy, crafting marketing initiatives aimed at sustaining portfolio growth and achieving sales and income targets.
The job includes supporting completion and processing of applications;
providing scheme terms to the Corporates;
administration of service delivery by the service providers;
and providing customer services to optimize customer satisfaction.
The incumbent will also provide product and process training to relevant customer-contact staff in the branch and CBA@work distribution channel.
KEY RESPONSIBILITIES
Achievement of Corporate and Personal insurance products sales targets (50%)
Quality of customer portfolio maintenance and renewal/cancellation services (20%)
Adequacy of personal competence to effectively perform relationship management tasks for Bancassurance(15%)
Management of customer expectations (15%)
COMPETENCE REQUIREMENTS
Excellent Interpersonal skills. Team player and able to work with minimum supervision
Selling and negotiation skills to prospect and close business to grow customer numbers and customer product uptake
Intimate knowledge of bank assurance products
Planning & organizing skills for effective time utilization in achieving the objectives of the position.
An understanding and application of commercial and financial principles.
Ability to view issues in terms of costs, profits, risks, markets and added value.
An understanding of the insurance legal environment and compliance issues related to insurance
Interpersonal skills to effectively communicate with and manage customer expectations (internal and external), and other stakeholders who impact performance.
Excellent verbal and written communication skills
Training techniques to structure and conduct training to the channel personnel
Technical and relationship management skills to effectively perform the mix of activities/tasks in a manner that consistently achieves high quality standards or benchmarks.
Shows awareness of goals and quality standards. Follows through to ensure that quality and productivity standards are met.
Good presentation, influencing and negotiation skills
QUALIFICATIONS AND EXPERIENCE REQUIREMENTS
University Degree -Upper 2nd Class or equivalent.
At least 3 years working experience with insurance providers. Sales experience in insurance is an added advantage
COP in Insurance would be an added advantage. Successful candidate will be required to sit and pass the exams within 6 months of joining.
Proficiency in use of Microsoft Office Packages
