Jobs Kenya

Website: Website https://www.icealion.com/

  • Officer, Alternative Distribution Channels

    Officer, Alternative Distribution Channels

    Job Summary
    The Officer is responsible for spearheading new business acquisitions through alternative distribution channels.  The will be trusted with overseeing the implementation of marketing and sales plans in addition to relationship management, business promotions, and ensuring that premium budgets are achieved. 
    Roles and Responsibilities

    Alternative Distribution Channels
     Identifying, growing, and meeting new business acquisition, renewals and market share targets in relation to alternative distribution channels.
     Making presentations to potential alternative distribution channels, and related niche market customers when required.
     Attending to and accurately communicating quotations to alternative distribution channels – small to medium size independent intermediaries, banks/microfinance institutions/SMEPs, e-commerce, and others in a timely manner.
     Following up and ensuring that business is quoted through the alternative channel, intermediaries, and direct clients register a high acquisition ratio.
     Recruiting ADCs and intermediaries.
     Ensuring that the company transacts only with licensed, ethical, and professional alternative channels distributors.
     Conducting training of intermediaries and alternative distribution channels.
     Maintaining regular contact through meetings and other mediums to ensure sustained business growth
    Monitoring performance and recommending to management areas of improving productivity amongst the ADCs.

    Requirements
    Academic and Professional Qualifications

     Bachelor’s Degree in a business, social science or related field from a reputable university.
    Professional qualification(s) in insurance e.g. ACII, FCII or equivalent, would be an added advantage
    At least three (3) years’ post qualification experience in the sale of financial services
    Core Technical Competencies Required for the role.
     Strong interpersonal skills helping to foster teamwork
     Strong communications presentation, persuasion and negotiation skills.
     Must be a self-starter, highly organized, and able to work well with people at all levels in the organization.
     Strategic thinking and problem-solving skills.
     Analytical and creative thinking skills.
     Strong business acumen / business orientation.
     Good customer relationship management skills (internal and external customers).
     Trustworthiness and discretion when handling confidential information.
    A smart appearance and professional manner.

    Apply via :

    selfserviceuat.zohorecruit.com

  • Assistant Manager, Corporate Trustee

    Assistant Manager, Corporate Trustee

    Job Summary
    The Assistant Manager, Corporate Trustee is responsible for ensuring all business accounts, including retirement benefits schemes, and private trusts under trusteeship are properly governed and administered by the appointed service providers.  
    The role holder is also responsible for ensuring the proper management of trust funds
    Roles and Responsibilities

     Understanding the company’s vision and mission, and seeking to accomplish set goals and objectives.
     Understand and continually remain up to date with the legal and regulatory framework within which the Retirement Benefits Schemes and Trusts businesses operate and/or are closely associated.
     Understanding the role of retirement benefits scheme administrators and trustees under all existing legislation (especially the Retirement Benefits Act, Income Tax Act, Law of Succession Act, cap 160; Trustees Act, Trustees (Perpetual Succession) Act, among others)
     Ensuring that upon appointment as a Trustee:

    The appointment is proper, and that all documentation is up to date;
    Ensuring that at all times all the necessary returns to the regulators are filed on time by self or by appointed service providers.
    Ensuring compliance with all client mandates and regulatory requirements as laid down by regulatory bodies including the Retirement Benefits Authority (RBA), and Kenya Revenue Authority (Income Tax).
    Liaising with service providers to ensure the smooth running of the scheme operations and provide guidance on non-standard scheme matters.
    Liaise with the Founder and members on matters related to Retirement Schemes.
    Convening Trustee meetings and AGM and receiving scheme updates from service providers through quarterly reports.
    Preparing a quarterly scheme status update report for the sponsor.
    Arranging for members’ training.
    Maintaining scheme minutes.
    Coordinate scheme audits and ensure the accounts are filed on time with various regulators
    Ensuring that statements to members are done and dispatched promptly by the administrators as laid down in the trustee work calendar.
    Ensuring that computations of members’ withdrawal benefits are done correctly.
    Ensuring that inquiries from the sponsor, members, regulators, and other scheme stakeholders are addressed fully and promptly.
    Constantly review and recommend enhancements/developments to the departmental operating framework.
    Attending client meetings as required.
    Request for Trust Payments and follow up on swift instructions.
    Administer Retirement Scheme Funds and ensure the same are well run and managed.

    Client / Business Partners Relationship Management
     Maintaining high staff morale by upholding harmonious working relationships using regular meetings to monitor the situation and ensuring staff are well guided on all technical aspects of their job.
     Handling and resolving customer complaints regarding a product or service
     Developing and enhancing clients’ self-service and correspondence platforms.

    Learning and growth

     Coordinating the review and continuous update of clients’ legal documents, departmental operations & training manuals.
     Mentoring, coaching, and motivating the team to achieve planned business operational and financial results.
     Overseeing training of new staff in the department on work procedures and Company policies to ensure effective client service.

    Occasional Duties

     Involvement in systems and company operational framework development.
     Participating in internal ad-hoc committees.
    Executing any other duties, which may be assigned from time to time.​

    Requirements
    Academic and Professional Qualifications 

     Bachelor’s Degree in a Social Sciences or Law (LLB) or Business-related field from a reputable university.
     Trustee Development Program Kenya (TDPK) added advantage
     Minimum of Three Years’ Experience in the retirement benefits industry
     Demonstrated knowledge of Retirement Benefits Law
    Knowledge of Anti Money Laundering Law is an added advantage

    Core Technical Competencies

     Strong leadership skills to foster teamwork; helping to develop and motivate staff, resolving conflicts as well as the ability to provide direction, guidance, momentum, and vision to achieve organizational objectives.
     Strong communication and presentation skills, including the ability to develop proposals, concept papers, and position papers as well as write reports and prepare relevant publications.
     High-level interpersonal and cross-cultural skills, including the ability to build alliances and collaborative relationships with sensitivity to diversity.
     Detail-oriented with problem-solving abilities and conceptual thinking.
     A passionate team player, Goal driven and results-oriented individual
     Ability to analyze and interpret financial data and apply management principles and practices in making sound business decisions.
     Must be a self-starter, highly organized, and able to work well with people at all levels in the organization.
     Good customer relationship management skills (internal and external customers).
     Trustworthiness and discretion when handling confidential information.
    A smart appearance and professional manner.

    Apply via :

    selfserviceuat.zohorecruit.com

  • Head of Alternative Distribution Channels

    Head of Alternative Distribution Channels

    Job Summary
    The Head of Alternative Distribution Channels is responsible for spearheading new business acquisitions through alternative distribution channels, other than the agency network. The Head of Alternative Distribution Channels trusted with overseeing the implementation of marketing and sales plans in addition to business promotion, ensuring that premium budgets are achieved.
    Roles and Responsibilities
    Strategy and Marketing

     Actively participating in the, implementation and execution of strategic marketing, supporting the corporate strategy.
     Implementing market segmentation plans in conjunction with Business Development departments.
     Develop strategic plans to ensure growth of alternative distribution markets
     Drive digital agenda to ensure growth of the digital space as a distribution channel

    Alternative Distribution Channels (ADCs)

     Identifying, growing, and meeting new business acquisition, renewals as well as market share targets in relation to alternative distribution channels.
     Making presentations to potential alternative distribution channels, and related niche market customers when required.
     Attending to and accurately communicating quotations to alternative distribution channels – small to medium size independent intermediaries, banks/microfinance institutions/SMEPs, e-commerce, and others, in a timely manner.
     Following up and ensuring that businesses that are quoted through the alternative channel, intermediaries, and direct clients register a high acquisition ratio.
     Recruiting ADCs and intermediaries.
     Ensuring that the company transacts business only with licensed, ethical and professional alternative channel distributors.
     Conducting training of intermediaries and alternative distribution channel.
     Designing and implementing financing incentives/awards for ADCs.

    Product Review and Development

     Measuring product performance and liaising with business development, operations departments, and ADC’s intermediaries in implementing appropriate improvements in line with consumer needs.
     Regularly liaising with the business development teams, ADC’s and intermediaries in developing products that leverage the company’s competitive edge.
     Providing insight to the product development teams by maintaining consummate market intelligence and periodically reviewing existing products to enhance their quality.
     Examining on an ongoing basis possible new business opportunities in both traditional and non-traditional sectors, and subsequently formulating plans for developing and launching relevant insurance products and services.

    Brand Promotion

     Assisting in product branding and launches, including sales promotions (new and existing), tradeshow marketing, and internet marketing in liaison with the Marketing & Communications Manager.

    Business Development

     Generating revenue from new and existing ADC’s and intermediaries, by identifying their needs in order to help develop new business opportunities in liaison with Business Development heads.
     Maintaining regular contact through meetings and other mediums to ensure sustained growth from the ADC along with intermediaries market in respect to new and renewed business.
    Monitoring production figures on a weekly and monthly basis, ensuring that production is in line with strategic plans.

    Requirements
    Academic and Professional Qualifications and Knowledge

     Bachelor’s Degree in a business, social science or related field from a reputable university.
     A Master’s Degree would be an added advantage
    Professional qualification(s) in insurance e.g. ACII, FCII or equivalent, would be an added advantage
    At least seven (7) years’ post qualification experience in the sale of financial services with two (2) years in a managerial role.

    Core Technical Competencies Required for the Role

     Strong leadership skills helping to foster teamwork; developing and motivating staff, resolving conflicts as well as the ability to provide direction, guidance, momentum and vision helping to achieve organizational objectives.
     Strong communication and presentation skills, including ability to develop proposals, concept papers, position papers as well as writing reports and preparing relevant publications.
     High level interpersonal and cross-cultural skills, including ability to build alliances and collaborative relationships with sensitivity to diversity.
     Strong expertise in strategic management project planning and budgeting, managing, implementing, monitoring and evaluating resources.
     Ability in analyzing and interpreting financial data along with applying management principles and practices in making sound business decisions.
     Strong analytical and fact-based decision-making skills.
     Proven track record in developing and administering marketing programs and ability to establish clear metrics for marketing effectiveness.
     Must be a self-starter, highly organized, and able to work well with people at all levels in the organization.
     Strategic thinking and problem-solving skills.
     Analytical and creative thinking skills.
     Project management skills.
     Strong persuasion and negotiation skills.
     Strong business acumen / business orientation.
     Good customer relationship management skills (internal and external customers).
     Trustworthiness and discretion when handling confidential information.
    A smart appearance and professional manner

    Apply via :

    selfserviceuat.zohorecruit.com

  • Risk and Compliance Officer

    Risk and Compliance Officer

    About the job

    Liaise with various departments to collect and collate compliance risk assessment data to facilitate the establishment of the compliance universe in addition to giving recommendations on the high- risk issues.
    Monitor and report on the daily management of compliance issues at respective units including significant internal policies.
    Act as anti-money laundering liaison contact in Head Office, maintaining continuous dialogue and information to business units on key issues defined in the AML/KYC policies.
    Prepare internal compliance reports with regard to external and regulatory compliance issues.
    Monitor and alert on the status and performance of compliance responsibilities across Head Office support functions.
    Plan, support & provide AML/KYC awareness and system training and other compliance policy training across the business units.
    Carry out initial review of AML alerts and maintain follow-up for conclusion on AML case management, including providing AML system support to users.
    Carry out compliance risk events data collection, analysis and preparation of reporting including recommendations to mitigate exposures.
    Maintain continuous engagement with business units and carry out compliance risk monitoring, analysis and reporting on new products and projects.
    Provide compliance risk liaison at peer levels across specialist and risk functions (Legal, Audit, Risk, HR and Finance).
    Promote and reinforce a strong culture of compliance throughout the organization, emphasizing the importance of AML and reporting obligations.
    Develop and deliver training programs to enhance compliance awareness and knowledge among employees and management.
    Review the business continuity programme within the company and ensure that regular tests are conducted and the policies and frameworks are regularly updated.
    Identifying areas of weakness with regards to business continuity and recommend remedial measures in consultation with all the relevant stakeholders.
    Conduct due diligence on vendors/suppliers whom the business is intending to establish business relationships with.
    Carry out comprehensive risk assessments across the business & functional areas in line with the risk management framework.
    Evaluate the adequacy and effectiveness of controls established by management to ensure that identified risks are appropriately mitigated at both departmental and process levels.
    Maintain the risk registers and assist management in tracking progress on the implementation of risk mitigation action plans.
    Coordinate the performance of strategic risk analysis by reviewing business processes in liaison with business owners to identify potential risks.
    Participate in the formulation and review of risk management and control activities for products to ensure they meet the set objectives and are worthwhile investments with a quantifiable return.
    Facilitate awareness and training programs on risk management, controls and compliance activities.
    Prepare reports for the Board Audit and Risk Committee

    Requirements

    A Bachelor’s degree in Finance, Economics, Law or Business-related field. A postgraduate Master’s degree and professional qualification in risk management will be an added advantage.
    Demonstrated understanding of the regulatory environment including the Insurance Act, CMA Act and RBA Act.
    Good knowledge of money laundering issues and KYC requirements.
    A good understanding of insurance operation and business functions.
    Good management skills including organizational, communication and problem solving skills.
    Demonstrated high integrity
    3 years of working experience – with at least 1 year of experience, in either compliance or audit related activities.

    Apply via :

    selfserviceuat.zohorecruit.com

  • Underwriting Assistant

    Underwriting Assistant

    Job Summary
    The job holder is responsible for processing placement of insurance covers while employing prudence in risk analysis/assessment with the aim of minimizing losses, debiting new/renewal of business and efficiently process policy documents in order to facilitate timely collection of premium in order to ensure that there is business retention, growth and profitability.
    Roles and Responsibilities

      Attending to direct clients, agents and brokers enquiries and instructions.
      Ensuring that proper underwriting is done through vetting and scrutinizing of proposal forms, risk notes and other instructions received from brokers, agents and clients in order to ensure compliance with underwriting guidelines and reinsurance treaty terms.
      Inviting renewals and ensuring that renewal notices are sent out to clients/intermediaries as per set standards.
      Issuance of policy documents and other documents in accordance to the set turnaround period.
      Debiting premium accurately and ensuring that all premiums are booked in the month they are due and as per the set turnaround timelines (TATs) and that the documents raised are accurate.
      Maintenance and safekeeping of all documents by uploading them to Electronic Document Management System (EDMS) 
      Handling correspondence in accordance with the mail handling procedure
      Processing credit notes within the month they are due and as per the set TATs.
      Issuing Motor certificates and Comesa cards and ensuring all are debited and accounted for.
      Preparing and paying monthly Comesa cards returns to Kenya Re
      Maintain high customer experience standards on a day to day basis.
      Preparation of periodical management and performance reports and any other duties as may be directed by the Management.
      Identify and suggesting improvements to the footprint system and other operating systems for improved efficiency.
      Perform any other assigned duties from time to time.
      Positively promoting the department and company as a whole, in order to maximize brand leverage.

    Requirements
    Academic and Professional Qualifications and knowledge

      Bachelor Degree in Business or related discipline from a reputable university.
      Advanced Diploma in Insurance, professional qualification(s) in insurance e.g. AIIK, ACII or equivalent considered as added advantage

    Experience

    At least 3 years’ experience in underwriting all classes of General Insurance.
    Core Technical Competencies Required for the role
      Must be a self-starter, highly organized, and able to work well with people at all levels in the organization
      Problem-solving skills
      Analytical and creative thinking skills
      Project management skills
      Good customer relationship management skills (internal and external customers)
      Good communications skills, both written and verbal.
      Self-motivated but able to work as part of a team.
      Good organizational and time-management skills.
      Positive attitude, self-driven and able to work with minimal supervision.
      Good negotiation skills and persuasiveness.
      Trustworthiness and discretion when handling confidential information.
       A smart appearance and professional manner

    Apply via :

    selfserviceuat.zohorecruit.com

  • Head, Group Risk Management & Compliance

    Head, Group Risk Management & Compliance

    Job Summary:

    Reporting to the Board Audit & Risk Committee (Functionally) and Group CEO, (Administratively), the job holder will be responsible for:
    Risk management: Develop, maintain, manage and execute a comprehensive process for identifying, assessing, mitigating, monitoring and reporting on risks that may impact on organizational performance.
    Compliance: Ensure the Board of Directors, management and employees are in compliance with the rules and regulations of regulatory agencies, laws and that company policies and procedures are being followed, and that behavior in the organization meets the Company’s Standards of Conduct.
    ESG and Sustainability: To provide strategic and governance support for the Group’s ESG/Climate Risk and Natural Capital Agenda

    KEY ROLES AND RESPONSIBILITIES
    Risk Management

      Develop, implement and maintain an Enterprise Risk Management (ERM) framework
      Develop and implement ERM strategic and annual plans
      Develop and implement appropriate and effective risk assessment methodologies, models and systems in line with best practice principles.

    Compliance Management

      Develop, initiate, maintain, and revise policies and procedures for the general operation of the Compliance Framework and its related activities.
      Develop and periodically review and update the Code of Conduct and Business Ethics.

    Business Continuity

      Develop and review the Group’s Business Continuity Planning framework, and monitor subsequent updating of the Groups Business Continuity Management framework.

    Anti-Money Laundering Reporting

      Design/build and implement a financial crime (i.e. Anti-money laundering, anti-fraud, combating terrorist financing and anti-bribery and corruption) program to monitor compliance across all relevant parts of the Group and any outsourced functions.

    Corporate Governance

      Develop and review corporate governance processes and procedures and make recommendations to the Board.

    Sustainability (ESG, Nature and Climate Change)

      Ensure the Group remains in good standing with its signatory status including the UNEP PSI, The Net Zero Insurance Alliance, UN Global Compact, among others.
      Develop and implement the company sustainability strategy to build positive stakeholder relationships, while strengthening the company value proposition.

    Legal

    Support the commercial contract negotiation, drafting, review, management and supporting various functions in the business. This includes management of legal and regulatory compliance risks.

    Quality Assurance

    Support the quality assurance process during the development and rollout of new technology systems. This includes coordinating post implementation reviews as well as issuance guidance to support go-no-go decisions.

    Requirements

      Bachelor Degree in Risk Management, Business/Commerce, Law, ICT or other relevant field from a reputable university.  A Masters degree is an added advantage.
      Diploma in Risk Management. Certifications in anti-money laundering (ACAMS), ESG/sustainability, compliance, ICT and cyber risk (CISA, CRISC) are also essential.
      At least 10 years as a risk practitioner (5 of which should be at senior level).

    CORE TECHNICAL COMPETENCIES

      Strong leadership and management skills.
      Strong communication and presentation skills including ability to develop proposals, concept papers, position papers as well as write reports and prepare relevant publications.
      High level interpersonal and cross-cultural skills, including ability to build alliances and collaborative relationships with sensitivity to diversity.
      Strong strategic thinking, formulation and implementation skills including the ability to communicate strategy and impact concisely and simply.
      A deep understanding of the financial services sector.
      Must be a self-starter, highly organized, and able to work well with people at all levels in the organization
      Laws and regulations: Good understanding and working knowledge of applicable legislative and regulatory requirements relating to the insurance industry.
      Technical knowledge: In-depth knowledge of principles, methodologies and practice of Enterprise Risk Management as well as ERM internal controls and assurance.
      Report Writing: Ability to produce reports with in-depth analysis and interpretation of complex business issues; understand business context of report.
      Quantitative /Qualitative analysis: Carry our complex numerical analysis (e.g. trends, forecasts, scenario building)

    Apply via :

    selfserviceuat.zohorecruit.com

  • Head, Group Risk Management & Compliance

    Head, Group Risk Management & Compliance

    Job Summary:

    Reporting to the Board Audit & Risk Committee (Functionally) and Group CEO, (Administratively), the job holder will be responsible for:
    Risk management: Develop, maintain, manage and execute a comprehensive process for identifying, assessing, mitigating, monitoring and reporting on risks that may impact on organizational performance.
    Compliance: Ensure the Board of Directors, management and employees are in compliance with the rules and regulations of regulatory agencies, laws and that company policies and procedures are being followed, and that behavior in the organization meets the Company’s Standards of Conduct.
    ESG and Sustainability: To provide strategic and governance support for the Group’s ESG/Climate Risk and Natural Capital Agenda

    KEY ROLES AND RESPONSIBILITIES

    Risk Management

      Develop, implement and maintain an Enterprise Risk Management (ERM) framework
      Develop and implement ERM strategic and annual plans
      Develop and implement appropriate and effective risk assessment methodologies, models and systems in line with best practice principles.

    Compliance Management

      Develop, initiate, maintain, and revise policies and procedures for the general operation of the Compliance Framework and its related activities.
      Develop and periodically review and update the Code of Conduct and Business Ethics.

    Business Continuity

      Develop and review the Group’s Business Continuity Planning framework, and monitor subsequent updating of the Groups Business Continuity Management framework.

    Anti-Money Laundering Reporting

      Design/build and implement a financial crime (i.e. Anti-money laundering, anti-fraud, combating terrorist financing and anti-bribery and corruption) program to monitor compliance across all relevant parts of the Group and any outsourced functions.

    Corporate Governance

      Develop and review corporate governance processes and procedures and make recommendations to the Board.

    Sustainability (ESG, Nature and Climate Change)

      Ensure the Group remains in good standing with its signatory status including the UNEP PSI, The Net Zero Insurance Alliance, UN Global Compact, among others.
      Develop and implement the company sustainability strategy to build positive stakeholder relationships, while strengthening the company value proposition.

    Legal

    Support the commercial contract negotiation, drafting, review, management and supporting various functions in the business. This includes management of legal and regulatory compliance risks.

    Quality Assurance

    Support the quality assurance process during the development and rollout of new technology systems. This includes coordinating post implementation reviews as well as issuance guidance to support go-no-go decisions.

    Requirements

      Bachelor Degree in Risk Management, Business/Commerce, Law, ICT or other relevant field from a reputable university.  A Masters degree is an added advantage.
      Diploma in Risk Management. Certifications in anti-money laundering (ACAMS), ESG/sustainability, compliance, ICT and cyber risk (CISA, CRISC) are also essential.
      At least 10 years as a risk practitioner (5 of which should be at senior level).

    CORE TECHNICAL COMPETENCIES

      Strong leadership and management skills.
      Strong communication and presentation skills including ability to develop proposals, concept papers, position papers as well as write reports and prepare relevant publications.
      High level interpersonal and cross-cultural skills, including ability to build alliances and collaborative relationships with sensitivity to diversity.
      Strong strategic thinking, formulation and implementation skills including the ability to communicate strategy and impact concisely and simply.
      A deep understanding of the financial services sector.
      Must be a self-starter, highly organized, and able to work well with people at all levels in the organization
      Laws and regulations: Good understanding and working knowledge of applicable legislative and regulatory requirements relating to the insurance industry.
      Technical knowledge: In-depth knowledge of principles, methodologies and practice of Enterprise Risk Management as well as ERM internal controls and assurance.
      Report Writing: Ability to produce reports with in-depth analysis and interpretation of complex business issues; understand business context of report.
      Quantitative /Qualitative analysis: Carry our complex numerical analysis (e.g. trends, forecasts, scenario building)

    Apply via :

    selfserviceuat.zohorecruit.com

  • Claims Assistant Legal Assistant Legal Officer

    Claims Assistant Legal Assistant Legal Officer

    Job Summary

    The Claims Assistant is responsible for assisting with claim management within the set guidelines while protecting the company from paying un-payable claims.

    Roles And Responsibilities

    Record and process all claims transactions to ensure they are accurately entered in the system.
    Register claims upon receipt from various entities i.e. Brokers, Agent and direct clients.
    Issue Discharge vouchers for claims that are fully documented and verified.
    Attend to all claims promptly and to arrange surveys if required in consultation with supervisor.
    Follow-up of recovery claims and reconciliation of accounts with other insurance companies.
    Obtain quotations when necessary in respect of labor charges and repair/replacement cost in case of property damage.
    Create and maintain relationship with counterparts with co-insurers and other local insurance companies.
    Liaise with assessors and investigators in cases of third party injuries/property damage.
    Liaise with underwriters to verify information pertaining to claims.
    Closely co-ordinate with Accounts Department for reconciliation and follow-up of insurance company balances.
    Prepare preliminary demand letters to negligent third parties.
    Process the various invoices received for payment and to ensure that the invoices are settled within reasonable time.
    Send loss advises to co-insurers and/or other insurance companies in case of recovery of claims.
    Assist the Claims Officer in preparing outstanding claims list periodically to ascertain that adequate reserves are maintained and also the same is in line with the reserve recommended in the reports.
    Review list of recovery claims once in a quarter and to initiate action in cases of non-recovery.

    Requirements Academic And Professional Qualifications

    Bachelor of Commerce (Insurance option) or related discipline from a reputable university.
    Professional qualification(s) in insurance e.g. ACII, FCII or equivalent considered an added advantage.

    Experience

    Atleast 2 years experience in claims management

    Core Technical Competencies Required For The Job

    High level interpersonal and cross-cultural skills, including ability to build alliances and collaborative relationships with sensitivity to diversity.
    Must be a self-starter, highly organized, and able to work well with people at all levels in the organization.
    High levels of integrity.
    Strategic thinking and problem-solving skills.
    Analytical and creative thinking skills.
    Good customer relationship management skills (internal and external customers).
    Good communications skills, both written and verbal.
    Good organizational and time-management skills.
    Positive attitude, self-motivated, self-driven and able to work with minimal supervision.
    Good negotiation skills and persuasiveness.
    Trustworthiness and discretion when handling confidential information.
    A smart appearance and professional manner.
    Proficient knowledge in IT.
    Conflict resolution skills.

    go to method of application »

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

    Apply via :

  • Business Development Officer

    Business Development Officer

    Job Description
    Business Development

    Prepare proposals for pension fund management and related retirement services
    Develop a market entry strategy targeting the MSMEs and implement the same
    Prepare, update and maintain all datasets required for business sourcing and pitching
    Continuously review and benchmark our pitch/proposal documents so that they remain relevant and compliant with standards
    Lead on logistical preparations for clients’ and business partners’ engagement forums, e.g. AGM for the umbrella fund, client breakfasts or dinners, investment conference etc
    Together with the GM Business Development and Client Relations, execute the set company strategy on business acquisition and retention
    Promote up-selling and cross-selling of our products to our clients
    Recommend new product offering for our pension clients

    Marketing     

    Contribute to the preparation and maintenance of all marketing material for all pension products, including: –
    Corporate brochure
    Institutional clients
    Umbrella Fund
    Income Draw-down Fund
    Prepare relevant content for pension offering for website upload and maintenance.
    Develop and maintain a marketing database for our pension products
    Introduce the company to prospective clients through electronic and written channels
    Undertake marketing on your own, with the sales team or with group marketers:
    Client visits
    Seminars and workshops
    Work site visits
    Electronic media
    Advertising
    Maintain close contact with all market intermediaries:
    Scheme administrators
    Custodians
    Actuaries
    Consultants
    Work closely with marketers and sales teams at ICEA LION group:
    Life
    General
    ICEA LION Trust Company

    GENERAL

    Work closely with the GM Business Development & Client Relations to ensure that the company remains a top-of-mind asset manager to our clients and prospects
    Participate in the selection of corporate gifts and promotions
    Optimizing company sales channels and empowering the teams, e.g. through training

    Requirements
    QUALIFICATIONS & EXPERIENCE

    Degree in Business Related degree from a recognized university
    Sales, marketing or business management experience for at least 3 years
    CISI certification or pursuing the same
    Understanding of the financial services industry

    SKILLS

    Excellent communication, report writing, and IT skills
    The ability to get on with people at all levels and influence them
    Strong problem-solving and creative skills
    An ability to stay calm under pressure and keep to deadlines
    Strong sales and negotiation techniques
    Team working and leadership skills
    Attention to detail
    Time management and organizational skills
    Strong networking skills
    Good in logistics and planning of events

    Apply via :

    selfserviceuat.zohorecruit.com

  • Trust Consultant

    Trust Consultant

    Job Summary

    The Trusts Consultant is responsible for growing the business revenue by identifying profitable business opportunities and securing sound business deals.
    The Officer’s key responsibility is to develop and support the growth of business distribution structure to ensure that the company achieves its revenue acquisition and retention targets.

    Roles and Responsibilities

    Strategy and Marketing Roles

    Understand the company’s vision and mission, and developing an in-depth knowledge of company value proposition, offerings, pricing, and operating policies while seeking to accomplish set goals and objectives.
    Actively participating in the, implementation and execution of strategic marketing plans in support of the corporate strategy.
    Conducting market research to identify new business opportunities and reporting to management on market feedback and intelligence. 
    Developing and implementing sales strategies, client service and retention plans, and analyzing sales data to inform or update marketing strategies.
    Analyzing marketing expenditure and sales revenue financial data and developing effective strategies to attain optimal business costs and sales revenue balance in order to attain company profitability objectives.

    Sales, Marketing and Distributions Channels Roles

    Assist with drafting business plans, sales pitches, presentations, reference material, and other documents as required, and developing quotes and proposals for clients.
    Recruiting, training, supporting and motivating business distribution channel partners – Agents (Independent / Internal), Brokers, Employers/Trustees, Scheme Administrators, Institutional aggregators.
    Working closely with staff across departments in developing and sustaining solid relationships with the business partners (Sponsors, trustees and administrator), distribution channel partners and clients to implement growth strategies.
    Setting in collaboration with the line manger the minimum performance targets per month,Identifying, growing, and meeting new business acquisition and retention targets in relation to the sales distribution channels.
    Attending and accurately providing competitive quotations to the sales partners (Agents and Brokers) and clients.
    Arranging meetings with potential clients on behalf of the sales channels to establish rapport, present company offerings and negotiate business deals
    Accurately boarding new business acquired and facilitating complete documentation handover to the business servicing departments.
    Attending networking activities, conferences, industry meetings, and events to research and connect with prospective partners and clients.

    Business Development Roles

    Analyzing customer feedback data to determine whether customers are satisfied with company products and services.
    Providing insight into product development and competitive positioning by maintaining detailed knowledge of current market conditions and competitors’ products, finding and developing new markets.
    Collaborating with senior management to determine the most viable, cost-effective approach to pursue new business opportunities.
    Training and guiding Trust Consulting trainee staff and helping develop their skills.

    Requirements

    Bachelor’s Degree in business management or administration, finance, accounting, marketing, social science, or related field from a reputable university.
    Reasonable progress toward professional qualification(s) in Marketing, pensions, or equivalent, would be an added advantage
    At least four (3) years’ post qualification experience in the sale of financial services

    Core Technical competencies

    Excellent communication and presentation skills, including the ability to develop proposals, concept papers, and position papers as well as write reports and prepare relevant publications.
    High level of interpersonal and cross-cultural skills, including the ability to build alliances and collaborative relationships with sensitivity to diversity.
    Must be a self-starter, highly organized, and able to work well with people at all levels in the organization.
    Exceptional negotiation, persuasion, and decision-making skills
    Confidence presenting to large groups of people.
    Strong business acumen/business orientation
    Good organizational and time-management skills.
    Positive attitude, self-motivated, self-driven, and able to work with minimal supervision.
    Trustworthiness and discretion when handling confidential information.
    A smart appearance and professional manner.
    Strong attention to detail, ability to multitask, and performance-oriented.
    Proficient knowledge of IT.

    Apply via :

    selfserviceuat.zohorecruit.com