Job Summary:
Bank and Individuals business acquisition from bank and non bank clients, and ensure successful conclusion of underwriting and claims processing through comprehensive prospecting
To manage the Bank/individuals portfolio through provision of effective servicing and retention for securing additional business opportunities with them
To promote a positive image of FCB Takaful Brokers through service protocols to policyholders, members of the public and other stakeholders by showing respect, courtesy and professionalism to all internal and external customers.
Active participation in Underwriting and claims, in order for the Brokerage to meet reasonable targets
Work hand in hand with the RMs and CSRS to optimize on brokerage growth.
Key responsibilities:
Creating general awareness on Takaful Principles and Products to the targeted market, as well as within First Community Bank(Financing Department)
Maintaining an extensive, retentive active network of corporate clients/prospects
Develop dynamic working relationship with the Takaful team, offering advice to assist in achieving their underwriting portfolio and their marketing goals
Undertake comprehensive research on new and niche markets to enable the brokerage gain a competitive advantage in the market
Monitor performance, new business and renewals to ensure increased business through retention.
Orientation on FCB product knowledge for new business executives
Ensuring policy owner service standards are met in primary areas namely, client identification, acquisition and growth e.g. identifying target and penetrating niche markets through existing bank customers and non-direct clients.
8. Following up on feedback from sourced clients, bank executives, and direct clients on product issues and developing and implementing action plans to address expressed or ideal needs and concerns.
9. Maintaining an updated data-bank of target/prospective customer’s; new businesses and business enquiries:
10. Building a good network in Insurance within the Banking industry and maintaining a strong presence in the designated branch through efficient co-ordination of the branch market outreach activities.
11. Provide guidance to FCB team and other bank staff on the efficient in underwriting and claims.
12. Safeguarding confidential and positive matters of the company both at the branch level and corporate level.
Preparing and transmitting to the principal officer weekly and monthly reports on all the underwriting business done and update on claims processing.
Requirements
Qualifications:
Minimum Diploma in Insurance, a degree is preferred
Certificate of Proficiency in Insurance a Must.
Over 1 Year of experience in insurance Industry
Good working knowledge of MS-Office suite
Experience in Insurance products preferably Insurance Co-operate Business
Competencies & Attributes:
Personality: A go-getter, enthusiastic, results oriented with excellent communication and social skills. A forward planner with clear focus, ardent team player, mature, reliable, hard working and able to work without supervision.
Sound knowledge of the FCB Takaful products and services;
Job skills:
Understand the Insurance Act and general laws relating to Insurance;
Demonstrate a high degree of sensitivity, confidentiality when dealing with internal &external customers.
Have good PR/interpersonal skills, have outstanding communication and reporting skills, problem analysis and listening ability.
Aggressive personality with positive attitude to sales and customer service
Pleasant and warm personality with excellent communication and inter-personal skills.
Ability to cope with flexible tasks; and inspire the sales executives and other bank staff.
Confident and enthusiastic
Honest with impeccable integrity (high ethical standards). Good working knowledge of MS-Office suite
Supervisory ability: Responsibility and ability to grow, support and develop talent within the FCB Takaful Customer Service team.
Computer skills: Must be adept in use of Ms Word, Excel, and Access, power-point, Internet and email
If you are up to the challenge, possess the necessary qualification and experience, please send your CV only quoting the job Title on the email subject to hr@fcb.co.ke before 30th July 2020.
Apply via :
hr@fcb.co.ke
