Job Role:
The main purpose of the job is to take leadership in marketing, customer service, public relations, operations, management and overall running of the branch. It performs oversight functions to other core duties and staff within the assigned branch. Reports to the Head of Retail Business.
Responsibilities:
Managerial:
Marketing strategy formulation and implementation for the region in line with overall company objectives
Contribute to the development of operational policies for the achievement of corporate plans as stipulated in the Business Strategy
Comply with and keep abreast of established policies, procedures, and applicable regulations in the branch operations for monitoring of business activities
Lead in maintaining and improving customer service by implementing Heritage’s customer experience standards to achieve customer satisfaction
Communicate management goals and objectives to staff through branch meetings
Ensure staff are well supervised, trained and developed to be technically competent to perform their duties
Ensure that the Performance Management process is embraced and continuously carried out for effective and efficient service to our customers with a view to achieving overall company business goals
Ensure branch profitability
Operational:
Manage direct/individual clients’ sales, corporate and intermediary sales
Identify/ develop new business opportunities and intermediaries
Achieve branch business growth targets
Management of renewals/ business retention
Ensure recruitment, training and licensing of intermediaries
Excellent customer service and complaints handling
Manage credit control/ premium collection
Maintain the Branch cash book
Market research and intelligence
Ensure accurate and competitive quotations are prepared and delivered promptly to prospective clients, brokers, and agents
General management and administration of the branch office
Foster and maintain good corporate image through liaison with all competitors, intermediaries and the general public
Establish and maintain a good relationship and high public relations with intermediaries and clients.
Maintain close liaison with other departments in the Company.
Ensure safe custody of the Branch’s fixed assets by maintaining an asset register and appropriate insurances
Prepare timely, accurate, informative reports to management for decision making
Advise the Head, Retail Business and the Management on issues pertaining to the business
Qualifications:
• Degree in Insurance, Marketing, Business Management or other business-related fields• Diploma in Insurance (ACII or AIIK)• Member of CII or IIK• 10 years’ experience in the insurance industry, 3 of which should be in branch management• Good knowledge of Naivasha region and the surrounding• Sales and marketing skills• Managing and executing strategy• In-depth understanding of insurance operations and concepts• Knowledge of insurance regulatory requirements• Knowledge of underwriting processes, procedures, and concepts• Insurance product knowledge• Stakeholder management skills• Knowledge of intermediaries in the region and good business relationship with them• IT literacy
