Website: Website https://www.britam.com

  • Portfolio Manager

    Portfolio Manager

    Job Purpose
    Manage client portfolios as per mandate.
    Key responsibilities

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

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

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

    Apply via :

    britam.taleo.net

  • Corporate Marketing Associate

    Corporate Marketing Associate

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

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

    Brand Management

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

    Research

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

    Digital Channels and Social Media Management

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

    Knowledge, experience and qualifications required

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

    Technical/ Functional competencies

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

    Apply via :

    britam.taleo.net

  • Corporate Business Operations Associate

    Corporate Business Operations Associate

    Job Purpose and Key responsibilities

    Responsible for facilitating efficient client administration and document management.
     The job holder is responsible for client correspondences, data capture, and document management  to ensure efficiency, timeliness, and effective client servicing.

    Key responsibilities

    Review of contract notes, statements, business confirmations/appreciations and all client correspondences
    Coordinate all client communications on mails, verbal and hard copy correspondences to ensure efficiency, timeliness and maintenance of high standards and thus achieve maximum client satisfaction, loyalty and thus retention.
    Handle HNW client correspondences to ensure immediate response time and action
    Review email and post statements and the contract notes and receipts on weekly basis
    Review of account opening, edit of data in the system and all data capture for accuracy, integrity, timeliness and risk management
    Prepare reports on client complaints and general client administration issues
    Support AMC (UG) as per the hub and spoke model
    Delegated Authority: As per the approved Delegated Authority Matrix
    Perform any other duties as may be assigned from time to time

    Key Performance Measures

    As described in your Personal Scorecard

    Knowledge, experience and qualifications required

    Bachelor’s degree in a business – related field
    4-6 years’ experience in a similar position
    Professional certification in accounting (CPA part 2)
    Technical/ Functional competencies
    Knowledge of investment classes
    Effective negotiation skills
    Excellent organizational and analytical skills
     Report writing skills

    Apply via :

    britam.taleo.net

  • Principle Legal Associate-Corporate 

ICT Service Delivery Team Leader 

EMC Underwriting Associate 

ERP Value Delivery Analyst 

Head of Reward,Change_ HR Analytics EMC,P&D and Functions Lead 

Retail Sales Talent Management Associate 

Portfolio Manager 

EMC Document and Data Operations Associate 

Corporate Pension Operations Associate (Contract) – (2100007B) 

Data Science Specialist

    Principle Legal Associate-Corporate ICT Service Delivery Team Leader EMC Underwriting Associate ERP Value Delivery Analyst Head of Reward,Change_ HR Analytics EMC,P&D and Functions Lead Retail Sales Talent Management Associate Portfolio Manager EMC Document and Data Operations Associate Corporate Pension Operations Associate (Contract) – (2100007B) Data Science Specialist

    Job Purpose
    The role holder will be reporting to the Legal Manager, the purpose of this role is to assist the Legal Manager Corporate in the provision of legal support to the retail segment and the effective management of litigation and contractual risks
    Key responsibilities

    Provide Legal Advisory specific to Real Estate and Conveyancing transactions undertaken by the Company.
    Draft contractual documents including Leases for Real Estate transactions by the Company.
    Provide Legal Advisory on other requested/assigned matters through the provision of Legal Opinions, Presentations and participation in internal/external meetings.
    Provide pro-active and/or strategic legal solutions to retail segment problems
    Keep abreast on upcoming laws and regulations and advise the business on implications thereof.
    Adhere to and Update the Legal Process Manuals.
    Draft, Negotiate and Review contracts or any other documentation assigned and assess legal implications that need to be brought to the executive management’s attention
    Manage external Advocates handling active briefs through pro-active correspondence
    Instruct Advocates to take up matters on behalf of the Company 
    Review advocates legal costs to ensure that the same are within the Advocates Remuneration Order 2014 as well as attempt other cost saving measures 
    Prepare and submit status reports within reporting timelines.
    Effective Management of disputes through alternative dispute resolution mechanisms, case management, review of pleadings, preparation of witnesses and attendance of court hearings  
    Manage Legal documents and records and facilitate execution of legal documents in line with the Contract Management Policy 
    Facilitate and participate in training programmes initiated by the Legal Department 
    Attend and Participate in Departmental and Segment meetings.
    Assist in taking minutes as requested from time to time.
    Delegated Authority. As per the approved Delegated Authority Matrix
    Perform any other duties as may be assigned from time to time

    Key Performance Measures

    Compliance with the set Turn Around Times on Legal Advisory and Contract Management
    Effective management of disputes 
    Cost Savings
    As per Personal Scorecard

     
     
    Knowledge, experience and qualifications required
     
    Knowledge, experience and qualifications required

    Bachelor of Laws degree (LLB) from a recognized University;
    Post graduate Diploma from Kenya School of Law
    An advocate of the High Court of Kenya holding a valid practicing certificate with at least 4 years post admission experience; 
    At least 4 years relevant experience in the conveyancing and/or commercial department of a busy law firm or legal corporate environment.
    Knowledge and understanding of conveyancing, Real Estate, commercial law and the respective Laws and regulations;

    Technical/ Functional competencies

    Knowledge, appreciation and application of legal concepts
    Report writing-ability 
    High moral and ethical standing
    Highly motivated and Team Player
    Innovative, Problem solver and solution oriented  
    Proficient in Microsoft Office (Word, PowerPoint and Excel)

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

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  • Medical Accounting Associate 

Product Development Specialist – Corporate Segment

    Medical Accounting Associate Product Development Specialist – Corporate Segment

    Job Purpose:
    The role holder will be responsible for Medical Accounting including; Fund management, premium collections, provider reconciliations and ensuring that provider payment are made on time
    Key responsibilities
    Payments and Reconciliation

    Prepare monthly hospital payout targets for major providers and send the list to the Medical Claims Team
     Generate and send remittance advice for payments made to the respective medical providers including the invoice details. 
     Review payouts on a regular basis with an aim of ensuring that monthly payout targets for major providers are met.
    Perform reconciliations with provider statements and ensure resolution of outstanding balances on a timely basis.
    Reconcile Britam Credit account facilities with the various providers and ensure the same is maintained within the agreed SLAs.
    Monitor medical provider guarantees to ensure timely renewal of expired guarantees and cancellations for discontinued providers.
    Fund & Insured Schemes Management
    Monitor utilization of funded schemes and follow up on replenishment at 75% utilization
    Generate and issue monthly fund utilization statements and Insured schemes on request
    Advise cashier on the receipting and allocation for all medical collections including; Insured premiums, Funded schemes, and card costs
    Perform monthly reconciliation of funded schemes and agree to balances to ERP General Ledger Out Patient fund account. 
    Generate Insured premium statement and facilitate collection of the same with the Sales team and intermediaries
    Reconciliation and collection/recovery of medical claims paid outside the policy. 
    Process medical premium refunds to clients

    Knowledge, experience, and qualifications required

    Bachelor’s degree in a business-related field
    CPA(K) or other similarly recognized accounting profession qualification
    2-3 years of accounting experience in a similar role
    Knowledge of ERP AP system and/or experience of using Oracle Financials would be an advantage
    Strong  computer and business solutions software skills
    Strong analytical and problem-solving skills
    Analytical skills

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

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  • Branch Manager-Meru Branch 

Branch Manager-Industrial Area 

Retail IFA Sales CSE’s

    Branch Manager-Meru Branch Branch Manager-Industrial Area Retail IFA Sales CSE’s

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

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

    Knowledge, experience and qualifications required:

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

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

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  • Actuarial Manager General Insurance 

Corporate Audit Assurance Officer 

BDM Institutional Business Development

    Actuarial Manager General Insurance Corporate Audit Assurance Officer BDM Institutional Business Development

    Job Purpose and Key responsibilities
    Reporting to the Chief Actuary, the role holder will provide actuarial support to business and participate in overall risk management for the company. He/she is expected to lead and manage a team that is all rounded and highly motivated to achieve both their personal and career objectives.
    Key responsibilities

    Provide input into underwriting strategy and rules for General Insurance, Kenya insurance business
    Analyse statistical data in order to determine rates for different risks in acceptance of proposals for new policies and products in conjunction with the underwriting department 
    Review the product performance with regards to their claims and expense experience and advise on appropriate pricing.
    Provide analysis to support the application of appropriate reinsurance arrangements and provide inputs to the reinsurance management strategy. 
    Working with the risk and compliance department in the measurement quantification of operational risk in General Insurance, Kenya business
    Provide leadership to the team in determining and calculating all GI insurance contract reserves.
    In charge of developing the Asset Liability Management framework for the general  business and working closely with the Capital management team and the investment team to actualize the ALM framework.
    Coordinate the preparation of business plans/budgets and capital management initiatives for the life business.
    Provides input to the enterprise risk management by conducting stress and scenario testing, reviewing the risk appetite statements, etc.
     Ensuring compliance to IRA regulation and other relevant regulations.
    Supervising, mentoring and coaching staff under supervision
    Work closely with the finance function, appointed actuary and external auditor in the preparation of financial statements and the disclosure requirements.
    Be highly conversant with IFRS 17 requirements and have the relevant skills to implement the new standard.
    Make presentations to management and board on the performance of the business, including financial impacts of actions taken by management and the board.
    Perform any other duties as may be assigned from time to time.

    Key Performance Measures

    As described in your Personal Scorecard

    Knowledge, experience and qualifications required

    University Degree in actuarial science, statistics, engineering, mathematics, physics, economics or related field with strong emphasis on mathematical proficiency
    7-9 years’ of relevant actuarial experience in an actuarial function with a company with a similar  maturity level as Britam. 
    Fellow of the Institute of Actuaries or any other recognised actuarial body.

    Change Leaders in Britam need to:

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

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

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  • Customer Experience Officer-Medical

    Customer Experience Officer-Medical

    Job Description
    The role holder will be responsible for answering calls in a professional and informative manner and CRM case logging as necessary. Provide timely and appropriate responses to clients and/or assign tickets to the right person or department.
    Job Responsibilities 

    Handling customer queries, complaints, instructions received through call and email communication 
    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. Liaise with underwriters on the 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;
    Perform any other duties as may be assigned from time to time;
    Maintains 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 equipment by logging in interactions through CRM for traceability / visibility;
    Maintain and monitor telephone budget allocation to ensure lines are diverting to E1 lines

     Qualifications and Experience

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

    Apply via :

    britam.taleo.net

  • Retail CSE’s IFA/Branch-Nairobi

    Retail CSE’s IFA/Branch-Nairobi

    Job Purpose:    
    Growth of IFA business to meet set annual premium targets     
    Key responsibilities

    Secure new business through intermediaries
    Retain existing business as per set objectives
    Maintain excellent customer service to intermediaries and clients 
    Service existing business and resolve customer complaints 
    Follow up on renewals for general insurance business
    Forward proposal forms to underwriting department
    Follow up premium collections
    Prepare weekly  and daily reports as required 
    Undertake initial underwriting in accordance with set guidelines to ensure sound acceptance of risk 
    Respond to customer and client enquiries
    Follow up on commissions and claims issues emanating from intermediaries
    Recruitment of intermediaries as per set objectives
    Conversion of FA’s in branches to ensure all are placing general insurance business
    Continuous execution of initiatives and strategies per branch to ensure meeting of set objectives and reviewing them where need be. 
    Training of intermediaries on general insurance products and submitting training schedules to supervisors. 
    Use authorised incentive scheme to bring in new business through training intermediaries on the same and marketing it. 
     Creating strategic partnerships with intermediaries for maximum business support. 
    Sharing of market intelligence with supervisor
    Work closely with underwriter and branch manager to achieve set objectives

    Knowledge, experience, and qualifications required

    Bachelors’ degree in a business-related field
    Professional qualification in Insurance (ACII, IIK)
    2-4  year’s relevant experience in the insurance industry

    Apply via :

    britam.taleo.net

  • Credit Control Associate GI

    Credit Control Associate GI

    Job Purpose:
    The role holder will be responsible for premium debt collection, ensuring timely allocation of funds received and payment of commissions to the respective intermediaries. The position reports to the Budgeting and Reporting Team Leader.
    Key responsibilities

    Perform monthly reconciliations for all debtor balances between the Line of Business systems and ERP.
    Prepare an aging analysis as part of the credit control report to intermediaries. 
    Collect all outstanding debt from intermediaries and/or customers within the credit control policy. 
    Circulate debtor statements to intermediaries and engage with the Sales team on collection pipelines. 
    Prepare demand letters for issuance to intermediaries and/or clients 
    Perform regular visits to intermediaries and clients for statement reconciliation and collection of outstanding premiums. 
    Allocate all premiums received within 2 days from date of receipt. 
    Advise underwriters to debit or intermediaries to share allocation schedules and engage with cashiers for prompt receipting.
    Generate accurate intermediary statements. Analyse and reconcile all intermediary statements and circulate on a monthly basis to all stakeholders to facilitate collection.
    Ensure prompt and accurate payment of commissions to intermediaries.
    Create and post commission payment vouchers in Line of Business systems and allocate to the respective intermediary statements. 
    Ensure timely resolution of all intermediary queries. Manage an issues tracker, updated daily with all issues raised.
    Timely processing and payment of premium refunds, Risk management fees, Loyalty and incentives to Fas/IFAs and Sales Team

    Knowledge, experience and qualifications required

    Bachelor’s degree in a business related field
    CPA(K) or other similarly recognized accounting profession qualification
    2-3 years of accounting experience in a similar role
    Knowledge of ERP AP system and/or experience of using Oracle Financials would be an advantage
    Strong  computer and business solutions software skills
    Strong analytical and problem solving skills
    Analytical skills

    Apply via :

    britam.taleo.net