Company Address: Address Britam General Insurance Elgon Road, Upper Hill. Nairobi.

Unit Manager – Retail Sales Financial Advisor

Job purpose
Role holder will be responsible for providing overall leadership to a group of Financial Advisors (unit) as prescribed in Britam to ensure key performance deliverables for the unit are met.
We have oppotunities across our 32 Branches in the following regions;

Nairobi Region
Mt. Kenya Region – Nyeri, Embu, Meru, Murang’a, Nanyuki
Rift Valley Region – Nakuru, Eldoret, Narok, Kitale, Naivasha
Western/ Nyanza Region – Kisumu, Kisii, Bungoma, Kakamega, Kericho
Coast Region – Mombasa, Nyali, Malindi

Key responsibilities

Sales planning that achieves the set goals and objectives.
Selling of Life Products and other company products as targets prescribe.
Quality recruitment, selection and retention of productive Financial Advisors.
Conducting trainings on company products, processes, sales and soft skills to achieve results.
Conduct Field Training with Financial Advisors to ensure hands on approach to sales
Performance management and supervision to drive sales across all product lines and meet targets.
Provide one-to-one coaching, mentoring and motivation to members of their teams and ensure that they effectively implement strategies and agreed action plans.
Market segmentation and opening of markets for financial advisors to secure business.
Meeting the set persistency levels of life business and retention targets for other lines of business.
Providing effective customer service to both prospective and existing customers
Preparing sales and other management reports as required from time to time
Deliver on performance requirements as defined in the unit key deliverables in alignment to the Branch key deliverables.

Key Performance Measures

Production, Life Persistency & Business Retention, Recruitment& Training and People Management.
As prescribed in the contractual agreement.

Knowledge, experience and qualifications required

A business related degree is a minimum requirement or its equivalent
Minimum 3 years’ experience in Life Insurance Unit Management added advantage
Relevant professional qualifications in COP. However, certification or proof of study in ACII, AIIK or CIM will be an added advantage.
Excellent leadership, communication and interpersonal skills
Above average computer skills

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Use the link(s) below to apply on company website.

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October 28, 2024
Financial Sales Advisor

Financial Sales Advisors Job.
We seek to recruit Financial Sales advisors executives to join our highly motivated sales team, at our Kitengela branch.
Responsibilities

Selling our financial services solutions to prospective and existing clients.
Relationship Management

Qualifications

A go getter with a “can do” attitude
Must be 25 years and above
Previous experiences working in banking, teaching or any sector in a sales role are encouraged applying.
Should be well groomed and must have good interpersonal skills
Able to use IT tools in working remotely
Good communication skills
Should have a minimum of C- in KCSE or its equivalent
Diploma holders are highly encouraged to apply.

REMUNERATION: Based on attractive commissions.

Check out Britam salaries in KenyaInterested candidates should send their up-dated CV and application letter to pesuna@britam.com

Apply via :

pesuna@britam.com

October 28, 2024
Head of Emerging Consumers Innovation

Job Purpose and Key responsibilities
Reporting to the Emerging Consumer Director, the role holder will be responsible for growing the number of customers by developing innovative solutions (products, processes & technology) for individual & SME emerging consumers using agile innovation model. He/She will also be responsible to set up and own emerging consumers agile innovative models for solution development inclusive of projects supporting consumer, product and process innovation. He/she must have a strong innovation delivery record, proven and impressive innovation project leadership & agile project management experience.
Key responsibilities

Drive growth of number of customers by developing innovative solutions (products, processes & technology) for individual & SME emerging consumers
Design, Set up & own the agile innovative model for solution development within the segment
Collaborate with head of SMEs & alternate channels and externally in tailor-making solutions for potential clients
By adopting agile way of working to drive customer centric innovation & speed to market
By reviewing customer segments & build a data-driven view of their needs
Collaborate with the head of SMEs & alternate channels to identify unaddressed needs in target segments & build targeted solutions.
Execution of the emerging consumers innovation projects for the business ensuring use of agile methodology;
Appraise projects for commercial viability;
Coordination of innovation projects across the business to ensure timely and on-budget delivery;
Ensure appropriate cross functional representation to deliver innovation projects
Manage idea collaboration from stakeholders to drive a continuous pipeline of innovative solutions;
Ensure innovation projects are managed with an urgent sense of testing, learning and delivery;
Continuously scan the external and global environment for new products and solutions that will give Britam a competitive edge and with a focus on enhanced customer satisfaction and experience;
Continuously identify opportunities to partner with other organizations (beyond Insuretechs, Fintech, Banks etc.) to deepen insurance penetration in the region;
Develop and maintain strong professional and collaborative professional relations with project teams and stakeholders;
Develop and present proposals, update issues and findings to EMC Director inclusive of suggestions, risk mitigations, cost benefit analysis and action plans;
Develop complete project design and execution documents with task-level project plans to manage external partners and cross functional teams;
Collaborate with project team members to identify business requirements.
Delegated Authority: As per the approved Delegated Authority Matrix
Perform any other duties as may be assigned from time to time

Key Performance Measures

Drive increase in number of customers
Drive increase in EMC top-line sales
Increase go-to-market time for new & revised solutions
Setting up of design sprint solutions development process
Commercial roll-out of three bite sized products
Rollout of process innovations including Telematics, Digital wellness & any other identified during the year
Development of Emerging consumers engagement strategy

Knowledge, experience and qualifications required

Minimum 5 years’ experience in a similar role with proven innovation experience;
University degree in Engineering, IT or Commerce
Project Management certification and experience
Proven ability to review and appraise commercial viability of projects
MBA will be an added advantage

Leadership category responsibility framework (Core Competencies)
Change Leaders in Britam need to

Strategically lead a function to service customers from a sustainable and growing customer base whilst increasing profit;
Continuously configure and adapt the functional area to most effectively suite the future view of the business;
Introduce new concepts so that they are adopted appropriately at the right time (manage the rate of change);
Be in touch with the changing industry, customer needs and international best practice;
Improve the efficiency of the function by appropriately challenging managers about operational and tactical issues;
Ensure the function has the most appropriate people capability through effective inspirational leadership, people development, and optimized succession planning;
Ensure clarity of expectations for individuals in the function and other stakeholders across the group;
Facilitate functional integration;
Ensure the development and establishment of appropriate behavior and values (culture) within the function that aligns with the strategic direction and values of the business;
Co-ordinate between functions and divisions to ensure optimization of the value chain and resources;
Ensure alignment of strategy, objectives and deliverables within the function;
Develop innovative partnerships and distribution channels to increase Britam’s market penetration;
Ensure a seamless experience for Customers;
Appropriately allocate funds and capital to maximize shareholder value;
Adequately manage operational risk;
Increase operational efficiency;
Provide access to accurate and consistent information and services across all channels,
Improve quality and speed of decision making across the business.

Apply via :

britam.taleo.net

October 28, 2024
Corporate Pension CSE Corporate Sales Administration Support

Job Purpose and Key responsibilities
Reporting to the BDM Corporate Pensions, the role holder shall be responsible for growth of Corporate Pensions business to meet annual business targets and grow the number of intermediaries selling Corporate Pension.
Key responsibilities

Meet production targets
Conduct trainings on Corporate Pension products
Make Pensions presentations to prospective clients
Develop and implement rewards programs for Intermediaries
Motivate Financial Advisors, Independent Financial Advisors & Brokers to enhance production
Provide effective customer service to both Intermediaries and prospective customers
Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors’ products
Participate in introduction and promotion of new products
Liaise internally with other members of the team to ensure effective and efficient execution of client’s requests
Perform any other duties as may be assigned from time to time
Delegated Authority: As per the approved Delegated Authority Matrix

Key Performance Measures

As described in your Personal Score Car

Knowledge, experience and qualifications required

Bachelors’ degree in a business related field
Professional qualification in Insurance (ACII,AIIK)
4-6 years’ experience in a similar position

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Use the link(s) below to apply on company website.

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October 28, 2024
Corporate Care Associate – Provider Relations

Corporate Care Associate – Provider Relations – (2100007Y)
Job Purpose and Key responsibilities
Reporting to the Team Leader Corporate Care, the role holder will provide guidance on all matters relating to cost management, provider on-boarding, provider relationship and provider audit process.
Key responsibilities

Supervise relationship management with providers to ensure providers are satisfied with the company.
Analysis of customer feedback surveys, provider complaints and compliments to inform decision making in provider experience.
Strategic cost control engagements with providers and monitoring adherence to service level agreements.
Price guided tariffs- building of provider pricelists especially for bigger providers on average pharmaceutical expenditure.
Monitoring Average Costs of providers and engaging high-cost providers to reduce unnecessary expenditure.
Supervision of provider audits to ensure that quality, cost effective medical services.
Supervision of the contracting process and ensure that all providers have active and updated contracts.
Ensure compliance with to any regulatory or health sector changes, such as billing and payment requirements.
Any other duties assigned by the Team Leader Corporate Care division.

Key Performance Measures

Saving the company money from wastage and exorbitant fees by providers.
Medical fraud mitigation
System support and integration on CPT coding

Knowledge, experience and qualifications required

Diploma, Degree in Nursing or Diploma in clinical Medicine or Diploma in Pharmacy
Moderate understanding of Insurance concepts
Professional qualification in FLMI,ACII and IIK
3-5 years’ experience in provider management

Apply via :

britam.taleo.net

October 28, 2024
Corporate Care Associate – Provider Relations

Job Purpose and Key responsibilities
Reporting to the Team Leader Corporate Care, the role holder will provide guidance on all matters relating to cost management, provider on-boarding, provider relationship and provider audit process.
Key responsibilities

Supervise relationship management with providers to ensure providers are satisfied with the company.
Analysis of customer feedback surveys, provider complaints and compliments to inform decision making in provider experience.
Strategic cost control engagements with providers and monitoring adherence to service level agreements.
Price guided tariffs- building of provider pricelists especially for bigger providers on average pharmaceutical expenditure.
Monitoring Average Costs of providers and engaging high-cost providers to reduce unnecessary expenditure.
Supervision of provider audits to ensure that quality, cost effective medical services.
Supervision of the contracting process and ensure that all providers have active and updated contracts.
Ensure compliance with to any regulatory or health sector changes, such as billing and payment requirements.
Any other duties assigned by the Team Leader Corporate Care division.

Key Performance Measures

Saving the company money from wastage and exorbitant fees by providers.
Medical fraud mitigation
System support and integration on CPT coding

Knowledge, experience and qualifications required

Diploma, Degree in Nursing or Diploma in clinical Medicine or Diploma in Pharmacy
Moderate understanding of Insurance concepts
Professional qualification in FLMI,ACII and IIK
3-5 years’ experience in provider management

Apply via :

britam.taleo.net

October 28, 2024
Retail Technical Functions Reinsurance Associate Retail Pensions Operations Associate Document and Data Operations Associate IFA Unit Manager – Nairobi Region IFA Unit Manager – Mt.Kenya IFA Unit Manager – Western/Nyanza region

Job Purpose:

The job holder shall look after the various reinsurance arrangements including treaty and facultative reinsurance protection for Life business (Ordinary life, Group Life, Credit Life and Sacco Business) written by the company in Kenya.
Assist in implementation of the company’s reinsurance programme based on overall company’s objectives and maintain a business relationship with the Company’s underwriting and finance department and with the local, regional and international reinsurance market.

Key responsibilities

Analyze the risks accepted and ensure risks are ceded properly.
Ensure that all acceptances are protected by proper reinsurance arrangement on a back to back basis without any gaps in risks accepted and reinsurance protection availed.
Obtain all necessary underwriting information required to place the risk in the local reinsurance market.
Assist in arranging proper reinsurance protection as and when required.
Place reinsurance directly to the market or through the broker whether on facultative or any other basis depending on the need of the situation.
Assist in the administration of the reinsurance program.
Ensure timely submission of closing and accounting documents as well as for settlement of premium recovery of claims from reinsurers.
Ensure accuracy of reinsurance contract with reference to original terms at which reinsurance is accepted.
Maintain efficient communication lines between the company and brokers.
Prepare reinsurance underwriting and claims statistics on a regular basis and update the same at periodic intervals as per requirement.
Review reinsurance payments/recoveries relating to reinsurance premium, commissioning and claims.
Premium adjustments and returns
Ensure prompt claims recovery
Liaise with intermediaries and direct clients on issues relating to their policies for Group Life, Credit Life and Sacco business.
Liaise internally with other members of the team to ensure effective and efficient execution of client’s requests
Delegated Authority: As per the approved Delegated Authority Matrix
Collate underwriting requirements and request for quotations
Discuss the Projections with Reinsurers and ask for quotes
Negotiate Treaty Terms
File Treaties and other Reinsurance Arrangements with IRA
Update Treaties in the insurance system
Facilitate Facultative agreements for the identified risks
Underwriting of New Group life and Credit Life Business
Underwriting of renewal business for Group life and Credit Life
Perform any other duties as may be assigned from time to time

Knowledge, experience and qualifications required

Business related University Degree – insurance, statistics, accounts preferred
Professional Insurance qualification, (FLMI,CII OR IIK) – progress
Must have a minimum of 3 years’ experience in the reinsurance field.
Knowledge of Reinsurance Treaty, Facultative wording and Reinsurance Slips preparation a must

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Use the link(s) below to apply on company website.

Apply via :

October 28, 2024
Branch Manager – Meru Branch Branch Manager-Industrial Area Branch Operations Team Leader (Meru)

Job Purpose:
Manage the Branch, drive Branch Production budget and maintain business relationships with IFAs, Retail IFA Sales Corporate Sales Executive, and clients in order to meet set targets
Key responsibilities

Drive the achievement of the Retail revenue budget for the Branches
Contribute to Single Distribution business model of selling all lines of products as per agreed targets
Drive cross-selling and up-selling of Britam products
Ensure the Branch adheres to Britam Credit Policy and all other policies and guidelines
Ensure business is conducted in an ethical manner, KYC details are obtained and submitted and Turn Around Times (TATAs) are respected
Grow and defend Britam’s market share position for FA & IFA channels
Direct, guide, manage and offer support to Corporate Sales Executives’s on Retail sales matters
Formulate and implement strategies that ensure IFAs and FAs are well versed with Britam products
Ensure the Branches sell balanced general insurance product Portifolio which returns profit
Participate in formulating and implementing any marketing activities and promotions
Ensure IFAs and FAs needs are met as well as receiving comments and suggestions on improvement on the products
Delegated Authority: As per the approved Delegated Authority Matrix
Perform any other duties as may be assigned from time to time

Knowledge, experience and qualifications required:

Bachelor of Commerce degree (marketing or Insurance option preferred)
Professional qualification in Insurance (ACII, FLMI or IIK)
7 – 10 years sales management experience in the financial services sector 3 – 4 of which must be in a management position

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Use the link(s) below to apply on company website.

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October 28, 2024
Portfolio Manager

Job Purpose
Manage client portfolios as per mandate.
Key responsibilities

Maintain a perspective on current and future economic conditions and industry trends
Assess potential investment opportunities across traditional and non- traditional asset classes
Assist in generating ad hoc reports as necessary for presentations to internal and external stakeholders
Attend and present at clients’ board of trustee and annual general meetings actively contribute towards coming up with superior asset allocation and security selection decisions.
Construct and rebalance portfolios
Support AMC UG as per the hub and spoke model
Delegated Authority: As per the approved Delegated Authority Matrix
Perform any other duties as may be assigned from time to time.

Key Performance Measures
As described in your Personal Score Card
Knowledge, experience, and qualifications Required

Bachelor’s degree in Commerce, Finance, Economics or related field
6-8 years’ experience in financial markets with hands-on exposure to equities, interest-bearing assets, property, and private equity, 3 of which must be in a supervisory capacity
CFA Finalist
Member of a relevant professional body

Apply via :

britam.taleo.net

October 28, 2024
Corporate Marketing Associate

Job Purpose
The job holder will be responsible for effective and strategic coordination and execution of Corporate marketing campaigns and projects to meet the set business objectives and to ensure positive returns to the business.
Key responsibilities
Campaign Planning and Management

Collaborate with Corporate segment heads to understand product offerings and target customers and align on marketing strategies and campaigns.
Manage and coordinate all Corporate segment marketing, advertising, PR, promotional activities in liaison with Corporate Marketing Manager.
Liaise with the advertising company/agency partners to ensure timely execution of projects. Provide daily/weekly status updates.
Work with business development teams to develop marketing materials for Corporate segment marketing activities.
Work with business team to create sales tools that support the selling process of products e.g. product brochures, company profile, emailers etc.
Assist in planning and executing product launch events and campaigns.
Monitor and report on product and Corporate brand campaigns to ensure execution is as per plans.
Plan and manage Corporate segment events from vendor selection, event idea, branding, décor, sales activation management, digital and PR coverage.
Provide leads to Telesales and Financial Advisor teams and monitor conversion.
Assist Corporate Marketing Manager to create quarterly content for SMS and Email communication.
Cost management to ensure all marketing projects are completed within the allocated budget.

Brand Management

Ensure that all corporate segment brand assets adhere to brand guidelines and are effectively managed to deliver a strong Britam brand and grow brand equity.
Conduct analysis and periodical reviews of the brand, competition, customer and consumer trends to enhance the brand’s equity and marketplace performance.
Measuring and reporting performance of marketing campaigns, and assess against goals (ROI and KPIs)
Coordinate procurement of marketing services together with Procurement department. Ensure competitive bidding, full completion of RFP analysis and proper execution of projects
Regularly review account application forms together with Business Development, Operations, Risk and Legal departments to ensure smooth customer journey. Coordinate any changes required.
Assist with daily administrative duties.

Research

Perform market analysis and research on the latest trends in financial services industry and share in monthly report.
Follow up on weekly and monthly reports from agency partners and ensure timely execution.
Monitor and evaluate competitor activity on both traditional and digital media and share monthly report.
Assist in coordinating focus group discussions and in-depth interviews together with internal and external partners.

Digital Channels and Social Media Management

Responsible for the Corporate segment content on Company’s website and social media channels, including content development and continuous updating of the website and intranet.
Conduct monthly website audits on Corporate segment pages to ensure content is up to date.
Measure the results of digital advertising campaigns to determine their effectiveness and cost-benefit ratio.
Create always-on content together with digital agency.
Product and Brand SEO – Collaborate across internal teams (marketing, product, technology, research, etc.) to evaluate SEO opportunities that deliver business goals, research project requirements, audit implementation, and analyse the results.
Enhance usability, design, content and conversion of the company’s websites.
Devise, implement and manage effective social media marketing campaigns and trends.
Develop, implement and monitor all digital marketing campaigns (pay per click advertising, email campaigns, Search Engine Optimization, SMS, videos, blogging etc.
Design internal communication materials i.e. emailers, e-shots, flyers.

Knowledge, experience and qualifications required

Bachelor’s degree in Communication and Marketing or a related field.
Professional diploma or certificate will be an added advantage e.g. CIM, MSK
2- 4 years working experience.
Proven experience in advertising, event planning and digital marketing.
Designing skills will be an added advantage.

Technical/ Functional competencies

Excellent customer service skills
Strong analytical skills and good knowledge of excel
Knowledge in Diversity management
Ability to drive change
Ability to communicate effectively
Stakeholder Management
Basic blogging knowledge and skills
Report writing-ability to develop reports
Strategic Planning
Strong project management and organizational skills
Decision making –ability to make strategic decisions in a timely and effective manner
High moral and ethical standing
Highly motivated

Apply via :

britam.taleo.net

October 28, 2024