Job Description
Carries out technical actuarial work often using complex systems and packages. Checks manipulates and analyses volumes of data and draws conclusions from the analyses. Responsible for technical accuracy and implementation of work. Translates actuarial concepts into client-friendly terminology.
Skills
Complex Systems
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Job Description
Responsible for maintaining branch security Maintains the security register.
Conducts periodic cash counts on Tellers floats at least once a fortnight on irregular dates.
Maintains branch dual control system. Manages and controls stationary for the branch Controls branch budget cleanliness etc
Co ordinates the work of the tellers to ensure efficient service delivery.
Trains new tellers on the job Operates as a Teller daily besides controlling duties.
Ensures that all memorandums and standing instructions are read and understood by all Tellers before filing them.
Performs any other tasks as delegated by Supervisor.
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Job Description
The Unit Manger will oversee a unit where he/she will majorly be responsible for attracting, recruiting, and retaining sales agents so as to deliver the set insurance sales revenue targets. The role is on contractual basis and reports to the regional Branch/Sales Manager.
KEY TASKS AND RESPONSIBILITIES
Delivery of business plan targets including Revenue, Persistency and Business Mix
Recruitment and retention of Agents
Effective monitoring and evaluation of agents in their respective units
Setting out relevant plans and daily activity work schedule for the unit
Ensure agents have the necessary support systems to assist them deliver their budgets
Implementing training programs to support skill development and competence.
Opening new markets
Advise the business on opportunities/threats that are presented by such activities.
Enforcement of performance management processes as specified by the business
To uphold the brand image and ensure compliance with all internal as well as external regulations
SKILLS AND COMPETENCIES
Excellent Communication skills
Strong Negotiation skills
Emphatic Listener
Able to Plan and organize meetings and activities for the Unit
Able to build and bond together a team
Must have leadership ability and Sales and Marketing skills
Market intelligence and business development skills
Able to handle and resolve Conflicts
Time Management Skills
QUALIFICATIONS, KNOWLEDGE & EXPERIENCE
A Degree/diploma in a business-related course
Must have at least 3 years’ sales experience in the insurance or financial services sector
2 years’ experience as a Unit/Agency Manager in insurance or financial sector will be an added advantage
Must have a COP Certificate
Must have current IRA license
A successful track record of selling in the financial services sector, teaching or any other relevant profession
Demonstrable insurance sales experience as a tied agent
Knowledge of legislation governing insurance in Kenya
Proficient in the use of Microsoft office suite and packages
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Responsibilities:
Strategy development and execution
Developing the predominately retail and corporate Life Product strategy for the region/countries, in support of the region/country’s business strategy.
Responsibility for innovative new product development and the management of the existing book of products ensuring the business meets both customer and shareholder expectations
Where relevant, assist with the design, development and implementation of customer Rewards schemes and product development and management supporting Integrated Financial Services aspirations and implementation.
Ensuring robust governance of all Life Product development, enhancement and management.
Track performance and take up of new or revamped products.
Assisting regions/countries develop business cases supporting new products and sign off.
Implementing new products or product amendments by clarifying business requirements to ensure IT implementations
Potentially owning multiple high-priority product developments simultaneously.
Determine country integrated product set profitability, taking into account entire value chain and propose initiatives to improve
The role needs to ensure that product experience is continuously reviewed compared to assumptions and perform rate reviews where required.
Needs to ensure product remains relevant and robust in terms of product features, underwriting and claims practices.
Need a clear understanding of product profitability and the various profit levers to advise exco on business decisions.
Drive the product thinking behind integration of products (INCL NON-LIFE) wrt Integrated Financial Services strategy
Stakeholder Management
Being the “design authority” (in conjunction with the value chain partners – Service, IT, Customer, Digital, Distribution and Marketing) of the end to end life product solution.
Working with all stakeholders to determine the country-by-country life product roll-out plan.
Engage regularly with RoA Life Business Partner and RoA Life Lob Executive
Engaging where required with industry bodies, regulators and the media
Present product performance report to Regional/country Exco at least quarterly.
Best practice
Global and local market research regarding all in country product propositions and technical detail
Continually reviewing, identifying and promoting best practices and opportunities for improvement to the processes and organisation based on observation and lessons learned.
Spend sufficient time in Region if not bases in Region in order to stay abreast of local nuances and product uptake behaviour.
People Management
Managing and leading life product resources across geographies.
Operating in a multi-located team environment and development of a community of life product resources, across geographies.
Developing skills and competencies of life product resources.
Working with centers of excellence in South African-based Customer Solutions in terms of support and development of skills and competencies.
Requirements:
Qualified actuary.
10+ years’ product development/management or related experience in the insurance industry.
Experience in operating with multiple project teams.
Experience in owning the development and management of complex, multi-disciplined projects
Broad insurance and financial product knowledge is essential.
Commercial business experience will be advantageous
Strong working knowledge of systems, applications, business processes and operations of products will be an advantage.
Excellent communication skills and stakeholder management with strong influencing skills.
Analytical problem solver.
Travel, as required, across the region and to and from South Africa
Skills
Business Decisions
Business Processes
Product Development
Product Strategies
Profitability
Strategy Development
Taking Initiative
Education
Fellow Of The Institute Of Actuaries: Actuarial Science (Required)
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Key Tasks And Responsibilities
Preparation of entities audited financials.
Running the financial and regulatory audits of the entities
Maintaining & improving the financial reporting control environment of the entities
Providing insightful analysis into the monthly financials of the entities
Identifying areas of cost saving in the entities
Identifying areas of automation & process improvement in the various duties carried out.
Preparation of monthly financials of the entities
Management of entities Fixed Assets & fixed asset register.
Tracking and recognition of investment Income & finance cost
Uploading entity financials into HFM.
Preparation of the entities quarterly Board Reports
Preparation of entities Business Plans
Preparation of monthly entities financial forecasts
tracking of actual spend vs budget
Filing of monthly and quarterly OMIG CMA Returns
Preparation of OMIG Half year and Full year publications
Preparation of entities Opscom report.
Skills And Competencies
Financial analysis and reporting skills.
Financial Control.
Proper planning and time management
Team effectiveness and leadership skills.
Good communication skills both verbal and written.
Detail-oriented skills. i.e. attention to detail.
Shows Initiative
Knowledge & Experience
Accountancy qualification professional or equivalent academic qualification.
Basic understanding of the investment industry.
Good communication and leadership skills.
Computer literacy.
3 years’ experience in accounting and audit.
Qualifications
Bachelor’s degree in a finance related field
CPA-K
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Job Description
A Temporary employee in the Rest of Africa business.
Provides a service as a temporary employee covering many fields.
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Job Description
To manage the operations of the Branch and ensure that the set targets both in production and number of Direct Sales Force (DSF) and independent agents and direct clients are achieved.
Management of independent Intermediaries (Agents and Brokers)
Management of Direct Sales Force
Management of Direct Clients; Selects, interviews, recruits, trains to achieve annual set numbers and facilitates professional courses for all company DSF, terminates services as necessary while maintaining the regulatory standards throughout the year
Sets targets for each agent both for renewal and new business at the start of the business year, monitors performance monthly to ensure volume targets are met and communicates to Head of Retail & Branch Business
Recruitment, Motivation and Retention of productive intermediaries
Contributes actively in actualization of the company’s’ PR/Communication plan in Marketing and promotion of company products and identifies social responsibility activities in the region for consideration
Formulates long term and short-term strategic plan for the Branch in line with the Company’s strategic goals and takes part in Company’s’ strategic planning session
Ensure compliance with the company policies and procedures on underwriting especially credit policy and documentation.
Ensure that intermediaries comply to all regulatory requirements before starting to transact business
Develops a rewards program to motivate the Direct Sales Force achieve projected sales.
Supervises, counsels, motivates, and sets objectives for the Branch Customer Service Officer and Sales Agents and carries out appraisals as per company plan in order to achieve the branch Objectives/targets
Oversees branch administrative function and maintains all company assets in the branch including safe custody of Motor vehicle certificates, cash/cheques and agents’ personnel files
Oversees the underwriting of all the business introduced through the branch to ensure that the underwriting guidelines/procedures are followed within the authority guidelines, chairs renewal meeting on a weekly basis and ensures quotations are presented within 12 hours and 48 hours for those with consultations
Implements the company credit policy through collecting premium and oversees compliance to company (QOP) procedures ensuring adherence with regulatory requirements for all functions
Claims liaison
SKILLS AND COMPETENCIES
Customer Focused
PR/ interpersonal Relations
Office administration skills
Advanced Computer skills
Good communication skills
KNOWLEDGE & EXPERIENCE
Sales and Marketing training
5 years’ experience
QUALIFICATIONS
Business Related Degree
ACII or Insurance Qualifications
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Use the link(s) below to apply on company website.
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Job Description
A Temporary employee in the Rest of Africa business.
Provides a service as a temporary employee covering many fields.
go to method of application »
Use the link(s) below to apply on company website.
Apply via :
Job Description
This role is responsible for formulating investment philosophy, strategy and processes to ensure overall business delivery. The incumbent is individually accountable for achieving results.
KEY TASKS AND RESPONSIBILITIES
Responsible for setting the investment philosophy, strategy and process.
Responsible for ensuring alignment between OMIGSA and Country Asset Management at a philosophy level.
Responsible for performance of overall business delivery.
Responsible for the governance, compliance and general control environment within Asset Management.
Responsible for the overall client relationship in the investment business.
Responsible for the development of new solutions (Private Equity Funds and Fixed Interest Products).
Responsible for ensuring that efficient business processes and practices are in place.
Responsible for people management aspects of the Asset Management business.
SKILLS AND COMPETENCIES
Decision Making
Building Relationships
Initiating Action
Ownership
Enterprise Innovation
Technical Knowledge
Critical thinking Skills
Aligning Performance for success
KNOWLEDGE ,EXPERIENCE & QUALIFICATIONS
10 years Business Leadership.
Technical Knowledge
Experience in Management
B.Com, B.Sc (Econ), B.Acc. (i.e. Business Degree)
Postgraduate in Financial Industry
CFA/ICIFA qualification is an added advantage
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Job Description
To manage the smooth functioning of the Retail team by leading the team (monitoring quality and quantity of workflow, training, developing and motivating staff, routing and streamlining work, and assisting staff with difficult queries), thus achieving the set targets and objective for the Retail business
To assess and determine terms for Retail business risks presented within set standards of service in a manner to ensure quality selection of risks and timely service
KEY TASKS AND RESPONSIBILITIES
Management of the Distribution Channels to ensure;
Increase in the number of the distribution channel partners
Attain product revenue targets
Ensure profitability of the relevant product at appropriate cost levels
Provide Training support for the distribution channel partners
Ensure effective internal controls, policies and procedures are in place
Determine acceptability of risks, monitor and review terms based on risk profile
Managing an efficient sales cycle (sales pipeline) and value-based service cycle through use of Product bundling to drive the business goals
Define markets for the Nairobi Retail Business distribution channels for the Retail products
Ensure that proper management of accurate, quality and timely business reports and use these to compile channel reports
Manage Workflow distribution, allocation and prioritizing
Staff administration – Supervise, training and mentor staff on technical matters
Review and approve underwriting policy documents, renewal notices and cancellation refunds
Coordinate issuance of renewal notices and follow up of clients to ensure retention
Monitor cash & carry policy to ensure that all premiums are paid upfront
Manage IPF business in liaison with the finance team
Monitor service standards to ensure high quality customer service is delivered
Manage & Attend Client, Intermediary and Branch meetings
Resolve client enquiries, ensure timely completion of investigations/resolution
Preparation of management Reports & CRM Adoption
Systems Enhancement-Continuously review the effectiveness of workflow systems and recommend enhancement
Quality Assurance- Perform regular quality checks and take appropriate corrective action
Maintain effective business relationships to ensure effective delivery of service
SKILLS AND COMPETENCIES
Entrepreneurial Spirit
Market Awareness
Ownership & Commitment
Customer Focus
Excellent communication & interpersonal skills.
Time management & Negotiation skills
Business Planning & Implementation
KNOWLEDGE & EXPERIENCE
Technical Knowledge
At least 3 years’ experience
QUALIFICATIONS
A business-related degree from recognized university
Professional insurance certificates/ diplomas/ advanced diploma
Closing date: 04 April 2022
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