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

Underwriting Associate

Job Purpose and Key responsibilities
Reviewing proposal forms, verifying client’s data, assessing the proposed risk within set standards, counterchecking the terms of the policy as well as reviewing the conditions of the policy.
Key responsibilities

Assess the proposed risk within set standards
Keep detailed and accurate records of policies underwritten and decisions made
Review proposal forms
Release policy documents, endorsements, valuation report to clients
Communicate with clients on the renewal terms
Maintain high standards of customer service – responding to clients enquiries; (walk-in clients, telephone and emails)
Liaise with intermediaries and direct clients on issues relating to their policies
Apply the credit control policy by ensuring that debit/credit notes raised are mailed and that they reach the clients/intermediaries within the shortest time possible.
Issue policy documents of general business
Generate renewal notices for all renewal business
Delegated Authority: As per the approved Delegated Authority Matrix.

Knowledge, experience and qualifications required

Bachelor’s degree (insurance option preferred)
At least one year experience in the insurance industry
Computer literate

Emerging Leaders in Britam need to:

Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets;
Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation;
Ensure that department priorities are adhered to and effectively communicated;
Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate;
Embody a high performance, proactive culture;
Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making;
Effectively set and monitor priorities and objectives for more junior staff;
Understand and communicate objectives in relation to the larger organisational impact;
Effectively disseminate knowledge within the correct context, towards subordinates as well as management;
Appropriately model the company values while setting the pace and energy for delivering;
Effectively manage and communicate change within the department in order to increase staff and process effectiveness;
Provide access to accurate and consistent information and services across all channels;
Ensure a seamless experience for clients;
Improve service delivery for clients;
Engage in continuous brand building to become the trusted partners to clients.

Emerging Leaders Competency Descriptions.

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 team members; shows empathy; listens, supports and cares for others; consults others and pro-actively 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 and encourages ethical behaviour and departmental values; demonstrates integrity; encourages individual responsibility towards the community and the environment; models the organizational values during every day interactions.
Analysing – Analyses numerical data and all other sources of information, breaking them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgments from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system / process / problem.
Planning and Organizing – Adheres to and monitors clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes 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.
Deciding and Initiating Action – Takes responsibility for own, as well as subordinates’ actions and projects; takes initiative and works under own direction; initiates and generates activity; introduces improvements into work processes; handles problems with minimal guidance.
Leading and Supervising – Provides subordinates with a clear direction; motivates and empowers others; provides subordinates with the relevant coaching; creates a positive climate that fosters learning and development; identifies high potential talent; sets and articulates the departmental vision and values through own personal behaviour; sets appropriate standards of behaviour.
Formulating Strategies and Concepts – Works strategically to realize personal goals; understands and effectively communicates the departmental strategy; translates the departmental strategy and vision into operational responsibilities; takes into consideration departmental strategy during all tasks; takes account of a wide range of issues across, and related to current role.
Applying Expertise and Technology – Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organizational departments and functions.
Following Instructions and Procedures – Challenges authority only when appropriate; follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates a commitment to the organization; complies with legal obligations and safety requirements of the role.
Adapting and Responding to change – Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.

Apply via :

britam.taleo.net

October 28, 2024
Head of Customer Innovation Digital Projects Analyst Team Leader Actuarial Services _ Britam Life

The role holder will be responsible to manage and supervise emerging consumers’ innovation initiatives 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. Significant experience in project leadership roles at innovative driven enterprises could be highly relevant.
Key Responsibilities:

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 General Manager 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.

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

Competency Descriptions.

Deciding and Initiating Action – Ensures key departmental objectives are met, takes responsibility for decisions, actions, projects and people while focusing on achievement of departmental results; takes initiative and works under own direction; initiates and generates activity; makes quick, clear decisions with limited information available which may include tough choices or considered risks; decisions and actions take into account possible impact on all parts of the business.
Leading and Supervising – Provides the department with a clear direction based on the overall strategic intent of the organisation; Building high expectations about the success of the department; motivates and empowers others with a clear sense of purpose; creates a positive departmental climate that fosters learning and development; acknowledges high potential talent; Recognize the potential of individuals sets and articulates the vision and values through own personal behaviour; Push autonomy and empowerment downwards through the department.
Persuading and Influencing – Gains clear agreement and commitment from others by persuading, convincing and negotiating to the benefit of the department; promotes the organisational strategy during departmental conversations; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of the department and the organisation; makes a strong personal impact on others; takes care to manage the department’s impression and brand on others.
Formulating Strategies and Concepts – Works strategically to realise organisational goals within the department; sets and develops departmental strategies; identifies and develops positive and compelling visions of the department’s future potential; Ensure departmental Balanced Score Card objectives and KPI’s are met and Exceeded; Ensure Personal Scorecard Objectives are met and exceeded; takes account of a wide range of issues across, and related to, the organisation; Work with direct reports to ensure the cascading of the strategic plan into integrated departmental plans that are meaningful to individuals; encourages others to take a strategic and long-term view in terms of the department’s future; Emphasise the impact and importance of individual contributions to the successful implementation of the organizational strategy in the department; Evaluate my own and others’ performance fairly and objectively; communicates the organisational strategy, vision and objectives effectively across all levels in the department.
Entrepreneurial and Commercial Thinking – Keeps up to date with competitor information and market trends; identifies business opportunities for the department; maintains awareness of developments, changes, Add value to the department by capitalising on new business opportunities; trends and possible risks in the department’s structure and politics; demonstrates financial awareness; Identify ways to increase the Britam competitive advantage, exploiting those that will bring the greatest return within an acceptable level of risk; ensures costs are monitored and controlled and thinks in terms of profit, loss and added value; Ensure that sufficient data about financial and other parameters of departmental performance are available; Interpret departmental information objectively against appropriate benchmarks.
Planning and Organising – Sets clearly defined departmental objectives; plans activities and projects well in advance and takes account of possible changing organisational and market circumstances; identifies and organises resources needed to accomplish projects; manages time effectively; monitors departmental performance against deadlines and milestones.
Relating and Networking – Easily establishes, as well as assists others in building meaningful relationships with customers and staff across all levels of the organisation, inside and outside of the department; relates well to people at all levels; facilitates the resolutions of conflict and manages disagreements with tact and diplomacy.
Creating and Innovating – Promotes departmental improvement within relevant scope of influence; produces and encourages new ideas, approaches, or insights; creates the environment for innovative products or designs; produces a range of solutions to the strategic benefit of the department.
Adhering to Principles and Values – Upholds and encourages ethical behaviour and organisational values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages departmental and individual responsibility towards the community and the environment; models the organisational values during every day interactions.
Achieving Personal Work Goals and Objectives- Accepts and tackles demanding departmental and personal goals with enthusiasm; leads by example by working hard and putting in longer hours in order to ensure successful implementation and completion of projects; show self-insight in own development needs.
Adapting and Responding to change – Anticipates and effectively adapts to changing circumstances and ambiguous situations; accepts and actively drives new ideas and change initiatives; adapts interpersonal style to suit different individuals or situations; Monitor changes in departmental issues, structures and dynamics and appreciate their implications for the business; Demonstrate an understanding of the links between the Britam’s structure, goals and capabilities; Constantly aware of competitors, trends and changes in the markets that the Britam works within; Maintains a focus on key priorities and deliverables, staying resilient in the face of pressure; Implement changes within my department to achieve set change goals; Responds flexibly to changing circumstances; Recognises when unable to cope and asks others for help; Uses change as an opportunity to improve ways of working, encouraging others’ buy-in; Takes ownership for communicating change initiatives clearly, ensuring smooth implementation.
Analysing – Strategically analyses sources of information, breaking them into component parts, patterns and relationships; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system.
Cost Management- Demonstrates an awareness of financial issues affecting my department; Use financial information to monitor departmental performance and guide decisions; consistently identify opportunities to reduce costs within my department.
Staff development- Create a positive departmental climate that fosters learning and development ; Identify development needs within my department; Ensure direct reports have personal development plans in place that are regularly reviewed; Provide honest and constructive feedback on my team’s performance; Act as coach or mentor when appropriate; Allocate power, responsibilities and authority to appropriate subordinates.

go to method of application »

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

Apply via :

October 28, 2024
Underwriting Associate

Job Purpose and Key responsibilities

Reviewing proposal forms, verifying client’s data, assessing the proposed risk within set standards, counterchecking the terms of the policy as well as reviewing the conditions of the policy.

Key responsibilities

Assess the proposed risk within set standards
Keep detailed and accurate records of policies underwritten and decisions made
Review proposal forms
Release policy documents, endorsements, valuation report to clients
Communicate with clients on the renewal terms
Maintain high standards of customer service – responding to clients enquiries; (walk-in clients, telephone and emails)
Liaise with intermediaries and direct clients on issues relating to their policies
Apply the credit control policy by ensuring that debit/credit notes raised are mailed and that they reach the clients/intermediaries within the shortest time possible.
Issue policy documents of general business
Generate renewal notices for all renewal business
Delegated Authority: As per the approved Delegated Authority Matrix.

Knowledge, experience and qualifications required

Bachelor’s degree (insurance option preferred)
At least one year experience in the insurance industry
Computer literate

Emerging Leaders in Britam need to:

Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets;
Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation;
Ensure that department priorities are adhered to and effectively communicated;
Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate;
Embody a high performance, proactive culture;
Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making;
Effectively set and monitor priorities and objectives for more junior staff;
Understand and communicate objectives in relation to the larger organisational impact;
Effectively disseminate knowledge within the correct context, towards subordinates as well as management;
Appropriately model the company values while setting the pace and energy for delivering;
Effectively manage and communicate change within the department in order to increase staff and process effectiveness;
Provide access to accurate and consistent information and services across all channels;
Ensure a seamless experience for clients;
Improve service delivery for clients;
Engage in continuous brand building to become the trusted partners to clients.

Emerging Leaders Competency Descriptions.

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 team members; shows empathy; listens, supports and cares for others; consults others and pro-actively 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 and encourages ethical behaviour and departmental values; demonstrates integrity; encourages individual responsibility towards the community and the environment; models the organizational values during every day interactions.
Analysing – Analyses numerical data and all other sources of information, breaking them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgments from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system / process / problem.
Planning and Organizing – Adheres to and monitors clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes 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.
Deciding and Initiating Action – Takes responsibility for own, as well as subordinates’ actions and projects; takes initiative and works under own direction; initiates and generates activity; introduces improvements into work processes; handles problems with minimal guidance.
Leading and Supervising – Provides subordinates with a clear direction; motivates and empowers others; provides subordinates with the relevant coaching; creates a positive climate that fosters learning and development; identifies high potential talent; sets and articulates the departmental vision and values through own personal behaviour; sets appropriate standards of behaviour.
Formulating Strategies and Concepts – Works strategically to realize personal goals; understands and effectively communicates the departmental strategy; translates the departmental strategy and vision into operational responsibilities; takes into consideration departmental strategy during all tasks; takes account of a wide range of issues across, and related to current role.
Applying Expertise and Technology – Applies specialist and detailed technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organizational departments and functions.
Following Instructions and Procedures – Challenges authority only when appropriate; follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates a commitment to the organization; complies with legal obligations and safety requirements of the role.
Adapting and Responding to change – Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences.

Apply via :

britam.taleo.net

October 28, 2024
Head of Customer Innovation Digital Projects Analyst Team Leader Actuarial Services _ Britam Life

The role holder will be responsible to manage and supervise emerging consumers’ innovation initiatives 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. Significant experience in project leadership roles at innovative driven enterprises could be highly relevant.

Key Responsibilities:

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 General Manager 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.

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

Competency Descriptions.

Deciding and Initiating Action – Ensures key departmental objectives are met, takes responsibility for decisions, actions, projects and people while focusing on achievement of departmental results; takes initiative and works under own direction; initiates and generates activity; makes quick, clear decisions with limited information available which may include tough choices or considered risks; decisions and actions take into account possible impact on all parts of the business.
Leading and Supervising – Provides the department with a clear direction based on the overall strategic intent of the organisation; Building high expectations about the success of the department; motivates and empowers others with a clear sense of purpose; creates a positive departmental climate that fosters learning and development; acknowledges high potential talent; Recognize the potential of individuals sets and articulates the vision and values through own personal behaviour; Push autonomy and empowerment downwards through the department.
Persuading and Influencing – Gains clear agreement and commitment from others by persuading, convincing and negotiating to the benefit of the department; promotes the organisational strategy during departmental conversations; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of the department and the organisation; makes a strong personal impact on others; takes care to manage the department’s impression and brand on others.
Formulating Strategies and Concepts – Works strategically to realise organisational goals within the department; sets and develops departmental strategies; identifies and develops positive and compelling visions of the department’s future potential; Ensure departmental Balanced Score Card objectives and KPI’s are met and Exceeded; Ensure Personal Scorecard Objectives are met and exceeded; takes account of a wide range of issues across, and related to, the organisation; Work with direct reports to ensure the cascading of the strategic plan into integrated departmental plans that are meaningful to individuals; encourages others to take a strategic and long-term view in terms of the department’s future; Emphasise the impact and importance of individual contributions to the successful implementation of the organizational strategy in the department; Evaluate my own and others’ performance fairly and objectively; communicates the organisational strategy, vision and objectives effectively across all levels in the department.
Entrepreneurial and Commercial Thinking – Keeps up to date with competitor information and market trends; identifies business opportunities for the department; maintains awareness of developments, changes, Add value to the department by capitalising on new business opportunities; trends and possible risks in the department’s structure and politics; demonstrates financial awareness; Identify ways to increase the Britam competitive advantage, exploiting those that will bring the greatest return within an acceptable level of risk; ensures costs are monitored and controlled and thinks in terms of profit, loss and added value; Ensure that sufficient data about financial and other parameters of departmental performance are available; Interpret departmental information objectively against appropriate benchmarks.
Planning and Organising – Sets clearly defined departmental objectives; plans activities and projects well in advance and takes account of possible changing organisational and market circumstances; identifies and organises resources needed to accomplish projects; manages time effectively; monitors departmental performance against deadlines and milestones.
Relating and Networking – Easily establishes, as well as assists others in building meaningful relationships with customers and staff across all levels of the organisation, inside and outside of the department; relates well to people at all levels; facilitates the resolutions of conflict and manages disagreements with tact and diplomacy.
Creating and Innovating – Promotes departmental improvement within relevant scope of influence; produces and encourages new ideas, approaches, or insights; creates the environment for innovative products or designs; produces a range of solutions to the strategic benefit of the department.
Adhering to Principles and Values – Upholds and encourages ethical behaviour and organisational values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages departmental and individual responsibility towards the community and the environment; models the organisational values during every day interactions.
Achieving Personal Work Goals and Objectives- Accepts and tackles demanding departmental and personal goals with enthusiasm; leads by example by working hard and putting in longer hours in order to ensure successful implementation and completion of projects; show self-insight in own development needs.
Adapting and Responding to change – Anticipates and effectively adapts to changing circumstances and ambiguous situations; accepts and actively drives new ideas and change initiatives; adapts interpersonal style to suit different individuals or situations; Monitor changes in departmental issues, structures and dynamics and appreciate their implications for the business; Demonstrate an understanding of the links between the Britam’s structure, goals and capabilities; Constantly aware of competitors, trends and changes in the markets that the Britam works within; Maintains a focus on key priorities and deliverables, staying resilient in the face of pressure; Implement changes within my department to achieve set change goals; Responds flexibly to changing circumstances; Recognises when unable to cope and asks others for help; Uses change as an opportunity to improve ways of working, encouraging others’ buy-in; Takes ownership for communicating change initiatives clearly, ensuring smooth implementation.
Analysing – Strategically analyses sources of information, breaking them into component parts, patterns and relationships; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system.
Cost Management- Demonstrates an awareness of financial issues affecting my department; Use financial information to monitor departmental performance and guide decisions; consistently identify opportunities to reduce costs within my department.
Staff development- Create a positive departmental climate that fosters learning and development ; Identify development needs within my department; Ensure direct reports have personal development plans in place that are regularly reviewed; Provide honest and constructive feedback on my team’s performance; Act as coach or mentor when appropriate; Allocate power, responsibilities and authority to appropriate subordinates.

go to method of application »

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

Apply via :

October 28, 2024
Branch Manager – Bungoma Branch Manager-Kakamega Regional Manager

Job purpose

Responsible for sales of all lines of business products within the branch catchment. The role holder will be the responsible for branch activities.

Key responsibilities

Co-ordinate and supervise sales of all line of Business products (through cross selling activities);
Overall responsible for branch profitability;
Meet the various revenue targets for all product lines as agreed with the businesses;
Manage franchise and maintain excellent relations with independent Agents, Financial Advisors, brokers and other channels within their territory;
Ensure branch can serve clients of all lines of business and provide excellent customer service to existing customers and prospective clients;
Recruit and develop Financial Advisors, Unit Managers, and train various intermediaries to pursue sales of all line of business products;
Ensure each branch can serve clients of all Line of Businesses i.e. branch has cross functional operations and customer service capabilities
Gather marketing intelligence statistics to facilitate development of strategies to give the company a competitive advantage;
Responsible for ensure proper credit control management in the branch; and
General management and administration of the branch office.

Key Performance Measures

STRATEGIC PERSPECTIVE

Total Revenue (per client)
# Products (per client)
Branch Profitability
Customer Satisfaction Index
Key Talent Retention
Persistency levels

INITIATIVES PERSPECTIVE

Success of Single Distribution within the region & branch

OPERATIONAL PERSPECTIVE

% of employees achieving targets
% FA training plans executed
% processes re-engineered to serve the customers
% audit recommendations implemented
% FAs trained on all product lines
Revenue per FA
% Retention of high performing FAs

Working Relationships

External Relationships:
Britam customers
Insurance sector players

Knowledge, experience and qualifications required:

Bachelor’s Degree in a business related degree. Masters’ degree is an added advantage.
5-7 years’ experience in a similar position; 2-3 of which should be in a managerial capacity.
Professional qualification in Insurance (ACII, FLMI or AIIK).

go to method of application »

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

Apply via :

October 28, 2024
Insurance Sales Agents

BRITAM LIFE ASSURANCE COMPANY is growing its sales force and the following challenging position have arisen and candidates with requisite competencies and qualifications described below are hereby encouraged to apply

Responsibilities

Selling ordinary life insurance products professionally,
creating consumer awareness/ customers’ sensitization initiatives, processing insurance transactions within defined terms and conditions.
Work closely with the Unit Manager to ensure the Unit meets the set targets on insurance business,
leveraging the existing clientele and expanding the unit portfolio by actively and aggressively selling the ordinary life products
Identifying potential business opportunities and marketing initiatives in Nairobi and its environs and seeking necessary support from the company in liaison with the unit leader in actualizing these into revenues
Ensuring policy documents once received from the unit manager are delivered to the clients on timely basis and acknowledgement letters dropped back to the branch.
Ensuring reviews are done to clients who are in the books
Ensure clients who have pending issues with the company are kept abreast on progress for the same
Participate in unit and branch meetings and offer valuable ideas contributing towards the growth of business and meeting unit targets

Qualifications

A diploma in a business related course or a sales experience in the insurance or banking sector is a must.
Note:Degree Holders will not be considered
Must have a minimum Mean grade of C Plain.
Age 30 years and above.
Good planning and organization skills with the ability to deliver effectively under strict deadlines.
Excellent communication, presentation and customer service skills.
Excellent data management skills and proficiency in the use of MS Office software applications
Accuracy and attention to detail.
Co-operative, assertive, team player and able to work independently and offer effective solutions.
Ability to work and develop long term relationships
Good knowledge of life insurance.
Responsible, reliable, has leadership skills and business acumen to spot opportunities readily.
A creative, proactive, passionate and innovative individual with a passion for excellent results.
Results oriented and self-driven with a proven performance track record.

Attractive commissions and incentive based on achievement of set targets are paid.

If you believe you can clearly demonstrate your abilities to meet the criteria given above, please send your CV to dbarasa@britam.com

Apply via :

dbarasa@britam.com

October 28, 2024
General Manager – Business Development

Job Purpose:

The overall job purpose is to develop profitable General Insurance portfolio through all the channels in collaboration with Single Distribution Office.

The core mandate of the role is to act as the Product (or Product Portfolio) Champion; looking after the interests of the product within the business unit, distribution channels and in the market place. To manage and develop relationships with brokers, FAs, IFAs ,Unit Managers and Branch Managers in order to grow Profitable General Insurance Business within the Single Distribution Branch Network and the Brokers network. The role will also oversee product development, customer acquisition as well as identifying and developing new business opportunities with a view of expanding the company’s market share.

Key Responsibilities:

Develop and implement business development strategic plan.
Grow and defend the market share position.
Develop and execute key growth sales strategies, tactics and action plans and expand customer base.
Own the Product portfolio strategy to ensure quality of business through management of product mix.
Manage the execution and implementation of the Company’s marketing plans, designs and activities to establish and maintain brand presence in the market.
Own the customer retention strategy. Design appropriate sales incentives to drive targeted sales remediation while ensuring retention of existing business.
Understand product specific landscapes and trends and determine appropriate distribution channels for each product line.
Manage the product development, sales and marketing costs to ensure profitability.
Co-ordinate and support development and innovation of products.
Design a competitive customer experience for all products in the portfolio.
Ensure that all product information/ training material is consistent with the propositions of the product.
Identify and explore new product ideas to support business growth
Oversee related product impact analysis and make changes to comply with all regulations
Oversee the recruitment, motivation and retention of the sales team.
Direct, guide and manage performance and career development of portfolio managers.
Manage the volume, portfolio mix and pricing (working together with actuarial and underwriting functions) to ensure that the company runs a profitable motor and non-motor general insurance business
Delegated Authority: As per the approved Delegated Authority Matrix

Knowledge, experience and qualifications required

Bachelor’s Degree in a business related field. Master’s degree is an added advantage.
Professional qualification in Insurance (ACII, FLMI or AIIK) or equivalent.
10+ years successful relevant experience, 5 of which must be in a management position (financial services sector preferred). Knowledge of the Insurance industry (desirable)
Results orientated with the ability to set KPIs and a proven track record of meeting or exceeding targets
Resilient, dynamic, energetic, and enthusiastic. Must be highly driven and enjoy working with people.
Able to work with a wide range of internal and external stakeholders and to foster and maintain successful working relationships
Digital marketing experience, preferably in a related industry
Ability to communicate, present and influence all levels of the organisation, including executive and C-level.

Leaders of Leaders in Britam need to:

Ensure Business Objectives are met;
Be vision carriers; facilitate, drive and extract the vision for the business with the functional team;
Ensure the successful implementation of the strategy;
Ensure a sustainable business over a long-term defined vision;
Have a global understanding of business practices and local application;
Have a long-term view on profit, functions and processes;
Grow stakeholder value over the long-term;
Grow profitably across products and all business units;
Engage in continuous brand building to become the trusted partners to customers;
Develop innovative partnerships and distribution channels to increase market penetration;
Appropriately allocate funds and capital to maximise shareholder value;
Work strategically to ensure market leading position;
Adequately manage operational risk.

Leaders of Leaders Competency Descriptions.

Leading and Supervising – Provides the business with a clear direction based on the overall strategic intent of the organisation; motivates and empowers others with a clear sense of purpose; creates a positive organisational climate that fosters learning and development; acknowledges high potential talent; sets and articulates the vision and values through own personal behaviour.
Relating and Networking – Easily establishes, as well as assists others in building meaningful relationships with customers and staff across all areas of the business, inside and outside of the organisation; relates well to people at all levels; facilitates the resolutions of conflict and manages disagreements with tact and diplomacy.
Persuading and Influencing – Gains clear agreement and commitment from others by persuading, convincing and negotiating to the benefit of the organisation; promotes the organisational strategy during conversations; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself, the department or the organisation; makes a strong personal impact on others; takes care to manage the organisation’s impression and brand on others.
Formulating Strategies and Concepts – Works strategically to realise organisational goals; sets and develops organisational strategies; identifies and develops positive and compelling visions of the organisation’s future potential; takes account of a wide range of issues across, and related to the organisation; encourages others to take a strategic and long-term view in terms of the organisation’s future; communicates the organisational strategy, vision and objectives effectively across all levels of the organisation.
Entrepreneurial and Commercial Thinking- Keeps up to date with competitor information and market trends; identifies business opportunities for the organisation; maintains awareness of developments, changes, trends and possible risks in the organisational structure and politics; demonstrates financial awareness; ensures costs are monitored and controlled and thinks in terms of profit, loss and added value.
Adapting and Responding to change – Anticipates and effectively adapts to changing circumstances and ambiguous situations; accepts and actively drives new ideas and change initiatives; adapts interpersonal style to suit different individuals and situations; adapts organisational strategy to take industry changes into consideration.
Presenting and Communicating Information – Speaks fluently; expresses the organisational strategy, mission, vision, objectives as well as opinions, information and key points of an argument clearly; makes presentations and undertakes public speaking with skill and confidence; represents the organisational brand effectively, responds quickly to the needs of an audience and to their reactions and feedback; projects credibility and authority.
Creating and Innovating – Promotes organisational improvement; produces and encourages new ideas, approaches, or insights; creates the environment for innovative products or designs; produces a range of solutions to the strategic benefit of the organisation.
Achieving Personal Work Goals and Objectives – Accepts and tackles demanding organisational and departmental goals with enthusiasm; lead by example by working hard and putting in longer hours in order to ensure successful implementation and completion of strategic projects; show self-insight in own development needs.
Adhering to Principles and Values – Upholds and encourages ethical behaviour and organisational values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment; models the organisational values during every day interactions.
Analysing – Strategically analyses sources of information, breaking them into component parts, patterns and relationships; makes rational judgements from the available, as well as missing information; demonstrates an understanding of how one issue may be part of a much larger system.

Technical/ Functional competencies

Customer, market and competitor understanding
Knowledge of insurance regulatory requirements
Knowledge of Britam products
Sales and marketing management skills

Apply via :

britam.taleo.net

October 28, 2024
Financial Advisor Digital Natives

Job Purpose and Key responsibilities

Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospect.
Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
Determines clients particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Obtains underwriting approval by completing application for coverage.
Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
Provides death benefits by delivering policy proceeds; reassessing client needs.
Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Knowledge, experience and qualifications required

Prospecting Skills, Meeting Sales Goals, Motivation for Sales, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Statistical Analysis

We are looking to recruit individuals who would be willing to learn how to sell financial products and services on a very good consistent commission preferably 25 years and above.

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

Apply via :

October 28, 2024
Accounts Assistant

Job Purpose and Key responsibilities

The role holder will be responsible for assisting in preparing financial accounts in a timely manner. The role shall report to the Senior Accountant.

Assist in daily receipting process
Assist in bank reconciliations as may be required
Assist in GL reconciliation as may be required
Assist in processing expenses payments and invoices accurately and within expected time periods
Assisting in preparation and processing of claims payments
Provide clerical support for the finance team
Assist in administrative issues as may be required

Deliver on performance requirements as defined in the departments’ strategy map, Balanced Scorecard and Personal Scorecard.
Turnaround time
Accuracy of posting & payments
Compliance to accounting and company standards
Bank reconciliation

Internal Relationships:

Accountable to the Senior Accountant
Required to liaise and work closely with all staff

External Relationships:

Britam customers
Service providers

Knowledge, experience and qualifications required

Bachelor degree (Accounting option preferred) or its equivalent.
Knowledge of insurance regulatory requirements
Knowledge of Britam products
Learning and Researching: Rapidly learns new tasks and commits information to memory quickly; demonstrates an immediate understanding of newly presented information; gathers comprehensive information to support decision making at management level; learns from successes and failures and seeks colleague and customer feedback.
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.
Applying Expertise and Technology: Applies specialist and technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.
Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; exhibits high standards for quality and quantity; monitors and maintains own quality and productivity; works in a systematic, methodical and orderly way; consistently achieves projects goals.
Following Instructions and Procedures: Follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates commitment to the organisation; complies with legal obligations and safety requirements of the role.
Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; accepts diversity; display individual responsibility towards the community and the environment; models the organisational values during every day interactions.

Apply via :

britam.taleo.net

October 28, 2024
Customer Experience Associate

Job Purpose and Key responsibilities

Job purpose

The role holder will be responsible for answering calls and emails in a professional and informative manner and account for the interactions in the CRM system.Provide timely and appropriate responses to clients and/or assign tickets to the right person or department.

The role will report to the Team Leader Medical -Customer Experience Center.

Key responsilibities

Provide timely and appropriate responses to clients and/or assign tickets to the right person or department.Interact with clients, intermediaries and service providers to ensure that the care is given within policy guidelines;
Set the appropriate parameters for admission cases i.e. claim reserve, initial authorized cost, cover benefits and duration;Respond to queries from clients, intermediaries and service providers through answering telephone calls, interviewing clients and verifying information in liason with underwriters on scope of cover for the various schemes benefits ;
Ensure that medical scheme members are attended to round the clock;
Prepare periodic care reports for management on medical matters/ issues;
Maintain and improves quality results by adhering to standards and guidelines; recommending improved procedures with a QA score target 95%;
Ensure clients outpatient approvals are issued via email as per SLA;
Facilitate admissions and discharges appropriately;
Maintains communication by logging in interactions through CRM for traceability / visibility;
Deliver on performance requirements as defined in the departments’ strategy map, balanced scorecard and Personal Scorecard with a view of increasing the NPS and Customer Satisfaction Index, and;
Perform any other duties as may be assigned from time to time.

Knowledge, experience and qualifications required

Diploma in Nursing or related medical field
3 – 5 years in a similar roleKnowledge of insurance regulatory requirements
Knowledge of Britam products and services

Essential Competencies

Learning and Researching: Rapidly learns new tasks and commits information to memory quickly; demonstrates an immediate understanding of newly presented information; gathers comprehensive information to support decision making at management level; learns from successes and failures and seeks colleague and customer feedback.
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.
Applying Expertise and Technology: Applies specialist and technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.
Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; exhibits high standards for quality and quantity; monitors and maintains own quality and productivity; works in a systematic, methodical and orderly way; consistently achieves projects goals.
Following Instructions and Procedures: Follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates commitment to the organisation; complies with legal obligations and safety requirements of the role.
Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; accepts diversity; display individual responsibility towards the community and the environment; models the organisational values during every day interactions.

Apply via :

britam.taleo.net

October 28, 2024