Company Address: Address Nairobi – Head office LIBERTY House, Mamlaka Road P.O. Box 30390 00100 – GPO Nairobi – Kenya

Branch Manager

Job Summary

The role holder will be responsible for marketing, customer service, public relations, operations, management and overall running of the branch. The role performs oversight functions to other core duties and staff within the assigned branch.

Key Responsibilities

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 achieve overall company business goals.
Ensure branch profitability.
Manage direct/individual clients’ sales, corporate and intermediary sales.
Identify/ develop new business opportunities and intermediaries.
Achieve branch revenue budget and 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,  including visitations.
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.
Attend all scheduled meetings to facilitate smooth operations

Qualifications

Bachelor’s degree in insurance, Marketing, or other business-related discipline
Diploma in Insurance (ACII or AIIK)
Member of CII or IIK

Experience

10 years’ experience in the insurance industry, 3 of which should be in branch management.
Knowledge of intermediaries in the branch region and good business relationship with them.

Competencies

Good grasp and understanding of sales and marketing general insurance products.
Understanding direct, branch network and alternative distribution channels
Knowledge of insurance products
Excellent market and industry knowledge and trends of insurance sector
Knowledge of insurance regulatory requirements
Knowledge of underwriting processes, procedures, and concepts
Stakeholder management skills
Good knowledge of the branch region and its surroundings
IT literacy
Formulating strategies and concepts
Entrepreneurial and commercial thinking
Planning and organizing
Relating and networking
Working with people
Adapting and responding to change
Deciding and initiating action
Persuading and influencing
Presenting and communicating information
Leading and supervising
Creating and innovating
Adhering to principles and values
Achieving personal work goals and objectives

If you meet the above requirements, you are encouraged to forward your application and updated CV to vacancies@heritage.co.ke by 19th August,2023. Clearly state the job title on the subject heading.Heritage is an equal opportunity employer and actively encourages diversity. Please note that only shortlisted candidates will be contacted.

Apply via :

vacancies@heritage.co.ke

November 2, 2024
Business Development Executive, Health Business

Job Summary

The role holder will be responsible for growing the health business revenue based on set annual premium targets

Key Responsibilities

Liaise with Business Development Manager, Health Business to grow health business against set targets for new business and retention
Identify new health business leads and make sales pitch to prospective clients to generate new business
Ensure timely submission of quotations/tenders and follow up to generate new business
Develop and maintain good working relationships with intermediaries (insurance agents and brokers) and direct clients to enhance client loyalty
Train brokers and intermediaries to equip them with Heritage medical products knowledge for better understanding
Credit control management of health insurance debtors and ensure timely collection as per credit policy
Participate in pricing and introduction of new products in relation to the industry/market trend and maintain profitability.
Preparation of brochures and product information in liaison with Marketing and Communication Department
Prepare and do presentations to scheme members to equip them with Heritage medical products knowledge and update them of any changes made.
Work in liaison with agents/brokers/service providers on matters arising in regard to the Heritage medical products and address clients queries as per laid down procedures and processes.
Ensure proper benefits set up for new and renewed schemes
Prepare management and client reports on a regular basis as required

Qualifications

Bachelor’s degree in Marketing, Insurance or business-related discipline
Progress towards Diploma in Insurance (ACII or AIIK), (at least 5 papers or equivalent)

Experience

6 – 8 years’ experience in the health insurance sales

Competencies

Knowledge of insurance concepts and procedure
Customer, market and competitor understanding
Knowledge of insurance regulatory requirements
Knowledge of health insurance products
Sales and marketing skills
Delivering results and meeting customer expectations
Entrepreneurial and commercial thinking
Planning and organizing
Relating and networking
Working with people
Adapting and responding to change
Presenting and communicating information

If you meet the above requirements, you are encouraged to forward your application and updated CV to vacancies@heritage.co.ke by 19th August,2023. Clearly state the job title on the subject heading. Heritage is an equal opportunity employer and actively encourages diversity. Please note that only shortlisted candidates will be contacted.

Apply via :

vacancies@heritage.co.ke

November 2, 2024
Business Development Manager, Broker Channel

Job Summary

The role holder will be responsible for driving implementation of the sales strategy for the corporates’ market segment to ensure achievement of the department’s strategy through broker channels.

Key Responsibilities

Participate in the formulation and the implementation of the sales strategy in line with overall growth strategy of the business.
Actively manage relationships with brokers and build relationships with new clients and intermediaries for continued business
Provide input into the development of the corporate business budget to ensure su cient allocation of resources.
Manage and maintain existing corporate client relationships to identify opportunities for cross selling, areas of growth and new business acquisition.
Manage a portfolio of strategic corporate clients to enhance increased revenue
Liaise with the relevant internal departments to ensure customer instructions are executed within the set timelines and enhance the levels of customer service in the department
Liaise with the Agency team to ensure achievement of the corporate sales targets.
Identify broker business opportunities, negotiate and close business deals within the company quality business guidelines to increase the market share.
Continuously conduct competitor analysis of the market and develop adaptive strategies to ensure responsiveness and gain the competitive edge
Conduct continuous product training for all brokers in order to ensure product knowledge and professionalism is upheld and clients are advised appropriately to avoid misrepresentation
Build up detailed knowledge about the company’s products and keep abreast of market conditions and developments.
Actively monitor customer preference to determine focus of sales e ort.
Provide accurate and competitive quotations for all the products lines and ensure they are delivered promptly to brokers and prospective clients.
Plan and coordinate sales team training and performance evaluation to develop and enhance their performance
Provide input in the development and pricing of new products and services to ensure the availability of products and services that resonate with the customer
Monitor and prepare reports on periodical basis on new business closed, renewals and prospects
Ensure continual training and development of corporate sales team members to improve on performance.
Ensure the company works only with properly licensed brokers with ethical practices
Exploit synergy with other Group companies to grow business
Ensure credit control policy is adhered to in respect to business onboarded
Continuously liaise with ICT to ensure that the S&D module in PAS works in a robust and e cient way for delivery of the department’s objectives
Build excellent work relationships with the internal team, marketing sta , and other managers to increase sales opportunities and thereby maximize revenue for their organization
Help manage existing clients and ensure they stay satis ed and positive by o ering solutions and services that meet or predict the clients’ future needs to ensure business retention
Implement the Treat Customers Fairly (TCF) guidelines in Sales and Distribution
Attend industry functions, such as association events and conferences, and provide feedback and information on market and creative trends.
Present to and consult with mid and senior level management on business trends with a view to developing new services, products, and distribution channels.

Qualifications

Bachelor’s Degree in Insurance, Marketing or other business-related discipline
Diploma in Insurance (ACII or AIIK)
Member of CII or IIK

Experience

8 years’ experience in a similar role in the insurance industry, 3 of which should be in supervisory capacity

Competencies

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
Formulating strategies and concepts
Entrepreneurial and commercial thinking
Planning and organizing
Relating and networking
Working with people
Adapting and responding to change
Deciding and initiating action
Persuading and in uencing
Presenting and communicating information
Leading and supervising
Creating and innovating
Adhering to principles and values
Achieving personal work goals and objectives

If you meet the above requirements, you are encouraged to forward your application and updated CV to vacancies@heritage.co.ke by 14th July,2023. Clearly state the job title on the subject heading.Heritage is an equal opportunity employer and actively encourages diversity.Please note that only shortlisted candidates will be contacted.

Apply via :

vacancies@heritage.co.ke

November 1, 2024
Chief Information Officer (CIO)

Purpose

The CIO is a shared services role for Liberty Life and Heritage Insurance. The position holder will provide leadership for the Information Technology Department and will be accountable for directing, planning, organizing and controlling all IT functions. In addition, the role is responsible for the delivery of a broad range of IT services and sponsors process/system improvements aimed at providing efficient and effective IT services.

She/He will be responsible for defining and implementing the IT Strategy by reviewing the short term and long-term business goals, objectives, policies, and operating procedures. The CIO will be a member of the Senior Management team (Executive Committee – EXCO).

Key Responsiblities

IT Strategy and Service Delivery

Define and implement IT Strategy by reviewing business short term and long term goals, objectives, policies, and operating procedures.
Build and partner with all stakeholders including Liberty Africa Insurance IT to deliver sustainable business solutions.
Ensure the maintenance and optimisation of all hardware/software and peripherals.
Deliver a stable and cost effective service across the entire application architecture.
Develop a Disaster recovery strategy and ensure business continuity at all times.
Ensure the business has an effective change control and fault reporting/management.
Drive excellence in service delivery and Help Desk management.
Manage IT risks and ensure compliance to all IT security policies and procedures.
Provide the Executive team with advice on medium and long term operational development of information systems and technology strategy for the Line of Business/ Function.
Implement IT technology, application, data, integration and business process strategy aligned with business goals.
Promote use of shared capabilities, infrastructure and applications to ensure scalability, reduce costs and improve information flows for the Organization.

IT Projects Management

Key driver for effective IT Project Management and Delivery capabilities and takes ownership of program development, planning and execution.
Ensure quality (fit for purpose) and accuracy of program work outcomes.
Monitor business requirements through high level and detailed design, implementation and roll-out into production.
Accountable for the end-to-end delivery of IT services to the business units and is the leading authority to drive the efficiency and effectiveness of all projects.
Develop and implement critical business service metrics that will determine business service availability and ensure the best contingency strategies are created to reduce or avoid process malfunctions and improve the sustainability of critical business applications.

IT Budgets and Costs Rationalization

Prepare annual IT objectives and budgets to facilitate the implementation, management and operations of all information technology functions.
Drive initiatives around benefits realization related to the overall technology landscape.
Formulate and gain acceptance for annual revenue and capital budgets.
Monitor budgets against expenditure and manage IT costs in line with business parameters.
Manage the overall budget and ensure compliance in line with the organization’s Long Term Financial Strategy.
Ensure necessary transparency and controls are in place regarding expenditure.
Set the strategy for resource management to respond to business priorities cost effectively.
Authorize at functional level the allocation of resources for the planning, development and delivery, as appropriate, of services and products.
Identify opportunities to outsource, where it makes business and commercial sense to do so and consult with the authorized parties (e.g. Procurement) in need, to implement necessary arrangements and agreements.
Build and manage long term, sustainable relationships with vendors and outsourced services to realize IT objectives, in conjunction with shared services and procurement where required.
In consultation with procurement, negotiate, approve contracts or agreements with external parties, within the authorized mandate.
Deliver quality service through adequate management of change, driving improvement initiatives and use key IT metrics to influence business decisions.
Manage change through collaborating with business to co-create business change programs and drive changes to meet tactical business objectives thereby creating further IT demand.
Focus and drive service improvement initiatives to facilitate and drive continual service improvement by consistently aligning the IT service offering to the organization’s demands and manage business needs effectively.
Use key IT service metrics to inform IT and Business decisions.
Measure IT service delivery to enable adequate spend/ budget allocation to business process innovation and general IT maintenance respectively.

IT Governance, Risk Management and Compliance

Embed a risk culture by fostering an IT strategy that ensures data privacy rules and data security are at its core.
Manage IT operational risk emanating from systems, processes, procedures and people by implementing effective Disaster Recovery Plans and ensuring alignment with overall Business Continuity Management plans.
Attainment of satisfactory audits (internal and external).
Manage the development of an IT governance framework that will define the working relationships and sharing of IT components among various IT portfolios, ensuring that IT systems and IT employees are regulatory compliant.
Chair relevant governance forums and ensure the successful running thereof.

IT Leadership and Team Managemnt

Effectively manage internal and external relationships, forge partnerships to leverage resources that are measurable and add value for all parties.
Provide leadership to the IT community including own business area and the inter function data flow to support the Information (Applications, Data and Integration).
Manage and contain staff turnover within acceptable levels while developing and implementing viable succession plans.
Continuously review IT team performance and drive performance development through learning and development initiatives.
Together with the Human Resources Department, recruit, interview and select leaders/senior staff members that have the right technical and personal abilities to help further the organisation’s mission. Coach, mentor and develop direct reports to improve overall performance.
Specifies accountabilities for Management team and evaluates performance regularly steering organisational strategic direction.
Supporting people initiatives that help build a fit for purpose business.
Directs a culture supportive of change, by engaging and employing activities that drives and supports this.
Assures the implementation of all human resources policies, procedures and practices within the relevant business unit and monitors compliance with the relevant laws and regulations.
Establishes a positive, healthy and safe working environment in accordance with all legislation and regulations

Qualifications

Bachelor’s Degree in ICT, Computer Science, Information Systems or a related field.
Relevant IT certification.
Project management certification.

Experience

At least 12 years’ experience in ICT, 5 of which should be in a managerial capacity.
5 years’ experience in strategy formulation and execution.
Insurance or Financial industry experience preferably in a high performing business environment.
The ability to integrate multiple projects across different domains.
Relationship management and people management knowledge.
Practical application of IT solutions and experience in implementation of an IT framework that supports business excellence.

Competencies

Self-driven leader with the ability to influence and inspire teams.
Resilient, results oriented, dynamic and change oriented.
Good intrapersonal and interpersonal skills.
Appreciates the dynamic relationships between the organisation’s structure, goals and capabilities.
Ability to manage various stakeholders and respond to business dynamics.
Ability to plan and see through implementation of projects.

If you meet the above requirements, you are encouraged to forward your application and updated CV to hr@libertylife.co.ke by 1st September 2023 clearly state the job title on the subject heading.

Apply via :

hr@libertylife.co.ke

October 30, 2024
Branch Manager

Job Summary

The role holder will be responsible for marketing, customer service, public relations, operations, management and overall running of the branch. The role performs oversight functions to other core duties and staff within the assigned branch.

Key Responsibilities

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 achieve overall company business goals.
Ensure branch profitability.
Manage direct/individual clients’ sales, corporate and intermediary sales.
Identify/ develop new business opportunities and intermediaries.
Achieve branch revenue budget and 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,  including visitations.
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.
Attend all scheduled meetings to facilitate smooth operations

Qualifications

Bachelor’s degree in insurance, Marketing, or other business-related discipline
Diploma in Insurance (ACII or AIIK)
Member of CII or IIK

Experience

10 years’ experience in the insurance industry, 3 of which should be in branch management.
Knowledge of intermediaries in the branch region and good business relationship with them.

Competencies

Good grasp and understanding of sales and marketing general insurance products.
Understanding direct, branch network and alternative distribution channels
Knowledge of insurance products
Excellent market and industry knowledge and trends of insurance sector
Knowledge of insurance regulatory requirements
Knowledge of underwriting processes, procedures, and concepts
Stakeholder management skills
Good knowledge of the branch region and its surroundings
IT literacy
Formulating strategies and concepts
Entrepreneurial and commercial thinking
Planning and organizing
Relating and networking
Working with people
Adapting and responding to change
Deciding and initiating action
Persuading and influencing
Presenting and communicating information
Leading and supervising
Creating and innovating
Adhering to principles and values
Achieving personal work goals and objectives

If you meet the above requirements, you are encouraged to forward your application and updated CV to vacancies@heritage.co.ke by 19th August,2023. Clearly state the job title on the subject heading.Heritage is an equal opportunity employer and actively encourages diversity. Please note that only shortlisted candidates will be contacted.

Apply via :

vacancies@heritage.co.ke

October 30, 2024
Business Development Executive, Health Business

Job Summary

The role holder will be responsible for growing the health business revenue based on set annual premium targets

Key Responsibilities

Liaise with Business Development Manager, Health Business to grow health business against set targets for new business and retention
Identify new health business leads and make sales pitch to prospective clients to generate new business
Ensure timely submission of quotations/tenders and follow up to generate new business
Develop and maintain good working relationships with intermediaries (insurance agents and brokers) and direct clients to enhance client loyalty
Train brokers and intermediaries to equip them with Heritage medical products knowledge for better understanding
Credit control management of health insurance debtors and ensure timely collection as per credit policy
Participate in pricing and introduction of new products in relation to the industry/market trend and maintain profitability.
Preparation of brochures and product information in liaison with Marketing and Communication Department
Prepare and do presentations to scheme members to equip them with Heritage medical products knowledge and update them of any changes made.
Work in liaison with agents/brokers/service providers on matters arising in regard to the Heritage medical products and address clients queries as per laid down procedures and processes.
Ensure proper benefits set up for new and renewed schemes
Prepare management and client reports on a regular basis as required

Qualifications

Bachelor’s degree in Marketing, Insurance or business-related discipline
Progress towards Diploma in Insurance (ACII or AIIK), (at least 5 papers or equivalent)

Experience

6 – 8 years’ experience in the health insurance sales

Competencies

Knowledge of insurance concepts and procedure
Customer, market and competitor understanding
Knowledge of insurance regulatory requirements
Knowledge of health insurance products
Sales and marketing skills
Delivering results and meeting customer expectations
Entrepreneurial and commercial thinking
Planning and organizing
Relating and networking
Working with people
Adapting and responding to change
Presenting and communicating information

If you meet the above requirements, you are encouraged to forward your application and updated CV to vacancies@heritage.co.ke by 19th August,2023. Clearly state the job title on the subject heading. Heritage is an equal opportunity employer and actively encourages diversity. Please note that only shortlisted candidates will be contacted.

Apply via :

vacancies@heritage.co.ke

October 30, 2024
Business Development Manager, Broker Channel

Job Summary

The role holder will be responsible for driving implementation of the sales strategy for the corporates’ market segment to ensure achievement of the department’s strategy through broker channels.

Key Responsibilities

Participate in the formulation and the implementation of the sales strategy in line with overall growth strategy of the business.
Actively manage relationships with brokers and build relationships with new clients and intermediaries for continued business
Provide input into the development of the corporate business budget to ensure su cient allocation of resources.
Manage and maintain existing corporate client relationships to identify opportunities for cross selling, areas of growth and new business acquisition.
Manage a portfolio of strategic corporate clients to enhance increased revenue
Liaise with the relevant internal departments to ensure customer instructions are executed within the set timelines and enhance the levels of customer service in the department
Liaise with the Agency team to ensure achievement of the corporate sales targets.
Identify broker business opportunities, negotiate and close business deals within the company quality business guidelines to increase the market share.
Continuously conduct competitor analysis of the market and develop adaptive strategies to ensure responsiveness and gain the competitive edge
Conduct continuous product training for all brokers in order to ensure product knowledge and professionalism is upheld and clients are advised appropriately to avoid misrepresentation
Build up detailed knowledge about the company’s products and keep abreast of market conditions and developments.
Actively monitor customer preference to determine focus of sales e ort.
Provide accurate and competitive quotations for all the products lines and ensure they are delivered promptly to brokers and prospective clients.
Plan and coordinate sales team training and performance evaluation to develop and enhance their performance
Provide input in the development and pricing of new products and services to ensure the availability of products and services that resonate with the customer
Monitor and prepare reports on periodical basis on new business closed, renewals and prospects
Ensure continual training and development of corporate sales team members to improve on performance.
Ensure the company works only with properly licensed brokers with ethical practices
Exploit synergy with other Group companies to grow business
Ensure credit control policy is adhered to in respect to business onboarded
Continuously liaise with ICT to ensure that the S&D module in PAS works in a robust and e cient way for delivery of the department’s objectives
Build excellent work relationships with the internal team, marketing sta , and other managers to increase sales opportunities and thereby maximize revenue for their organization
Help manage existing clients and ensure they stay satis ed and positive by o ering solutions and services that meet or predict the clients’ future needs to ensure business retention
Implement the Treat Customers Fairly (TCF) guidelines in Sales and Distribution
Attend industry functions, such as association events and conferences, and provide feedback and information on market and creative trends.
Present to and consult with mid and senior level management on business trends with a view to developing new services, products, and distribution channels.

Qualifications

Bachelor’s Degree in Insurance, Marketing or other business-related discipline
Diploma in Insurance (ACII or AIIK)
Member of CII or IIK

Experience

8 years’ experience in a similar role in the insurance industry, 3 of which should be in supervisory capacity

Competencies

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
Formulating strategies and concepts
Entrepreneurial and commercial thinking
Planning and organizing
Relating and networking
Working with people
Adapting and responding to change
Deciding and initiating action
Persuading and in uencing
Presenting and communicating information
Leading and supervising
Creating and innovating
Adhering to principles and values
Achieving personal work goals and objectives

If you meet the above requirements, you are encouraged to forward your application and updated CV to vacancies@heritage.co.ke by 14th July,2023. Clearly state the job title on the subject heading.Heritage is an equal opportunity employer and actively encourages diversity.Please note that only shortlisted candidates will be contacted.

Apply via :

vacancies@heritage.co.ke

October 30, 2024
Underwriting Analyst

Job Summary
The role is responsible for the effective processing of underwriting documents and verification of client data and assessment of the proposed risks within the set standards.
Key Responsibilities

Assess the proposed risk within set standards to accurately determine the risk the business is taking
Policy generation and motor certificate issuance
Preparation of policy documents
Policy endorsements
Policy reconciliation
Policy renewal
Policy debiting
Policy cancellations
Issuance of cover notes
Issuance of quotations
Manage renewal invitation and corporate accounts review
Keep detailed and accurate records of policies underwritten and decisions made
Maintain high standards of customer service by responding to clients’ enquiries (walk-in clients, telephone and emails) and efficiently address their issues
Assist clients in identifying our products (policies) that suit their needs in line with insurance principles.
Liaise with intermediaries and direct clients on issues in relation to their policies to provide correct information to the client
Apply the credit control policy and ensure that debit/ credit notes raised are raised in the correct month to facilitate collection
Ensure proper filing of client information both manual and electronic for easy retrieval of documentation when required
Embrace governance requirements touching on KYC/AML
Record customer complaints with customer complaints champion in the department and offer solutions where necessary.

Qualifications

Bachelor’s degree in Insurance, Finance, Economics, or other business-related discipline
Progress towards Diploma in Insurance (ACII or AIIK) will be an added advantage

Experience

Up to 2 years’ experience in the insurance or financial services industry

Competencies

Understanding of insurance operations and concepts
Knowledge of insurance products
Knowledge of underwriting processes and procedures
Technical competence in underwriting insurance risks
Knowledge of insurance regulatory requirements

If you meet the above requirements, you are encouraged to forward your application and updated CV to vacancies@heritage.co.ke by 7th February 2022. Clearly state the job title on the subject heading.Heritage is an equal opportunity employer and actively encourages diversity. Please note that only shortlisted candidates will be contacted.

Apply via :

vacancies@heritage.co.ke

October 28, 2024
Branch Underwriting Analyst Actuarial Analyst

Reports To: Branch Manager, Nanyuki
Job Summary
The role is responsible for the execution of effective and efficient operational performance of the branch office in line with the Company’s policies and practices that govern internal processes.
Qualifications

Bachelor’s degree in Insurance, Finance, Economics or other business related discipline
Progress towards Diploma in Insurance (ACII or AIIK), (at least 3 papers or equivalent)

Experience
2 years’ experience in the insurance or financial services industry
Competencies

Understanding of insurance operations and concepts
Knowledge of insurance products
Knowledge of underwriting processes, procedures and concepts
Technical competence in underwriting insurance risks
Knowledge of insurance regulatory requirements
Stakeholder management skill

go to method of application »

If you meet the above requirements, you are encouraged to forward your application and updated
CV to vacancies@heritage.co.ke by 14th December 2021. Clearly state the job title on the subject
heading.Heritage is an equal opportunity employer and actively encourages diversity. Please note that only

Apply via :

vacancies@heritage.co.ke

October 28, 2024
Branch Manager

Job Description
The role is responsible for marketing, customer service, public relations, operations, management and overall running of the branch. The role performs oversight functions to other core duties and staff within the assigned branch.
Key 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 staffs 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 achieve 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 revenue budget and 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, including visitations
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
Attend all scheduled meetings to facilitate smooth operations

Qualifications

Bachelor’s degree in Insurance, Marketing or another business-related discipline
Diploma in Insurance (ACII or AIIK)
Member of CII or IIK

Experience

10 years’ experience in the insurance industry, 3 of which should be in branch management
Good knowledge of Nanyuki region and the environs

Competencies

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 relationships with them
IT literacy

If you meet the above requirements, you are encouraged to forward your application and updated CV to vacancies@heritage.co.ke by 13th October 2021. Clearly state the job title on the subject heading. Heritage is an equal opportunity employer and actively encourages diversity. Please note that only shortlisted candidates will be contacted.

Apply via :

vacancies@heritage.co.ke

October 28, 2024