Job Description
Key accountabilities (Duties & Responsibilities)
Revenue Delivery 60%
Achieve set revenue insurance targets in BB
Drive insurance engagement and penetration in BB through regular client and coverage team engagement.
Drive an optimal product mix between Life and Non-Life for holistic solutioning of customer needs.
Positioning insurance solutions alongside bank wide initiatives.
Work with marketing for improved visibility and sustained product awareness to drive sales
Attend BB sales connect sessions to report on insurance Pipelines and uptake progress and enlist support, plus get insights on opportunities available.
Ensure Weekly dashboard, monthly and quarterly performance tracking is shared with all stakeholders
Have Sales activations and customer sensitization(quarterly) in partnership with partners to increase uptake and leverage on Bank customers activities to position the same
Servicing Business Banking customers and ensuring the TATs with customers are adhered to
Monitoring and evaluation business strategies set
Obtain Approval of all sales related expenses
Dashboard management with relevant MI teams to confirm accuracy of management reports on sales activities
Quarterly business review meetings with Insurance partners to discuss business activities
Identifying cross and up sale opportunities and track performance
Work with the Business Development manager -BB&CIB to ensure strategy deliverables are properly documented and monitored.
Responsible for call reports on customer visits.
Ensure all documentation is correctly completed, collected and submitted as per procedure manuals and SLA’s
Work with partners to ensure Commercial Banking customers receive bespoke solutions and service
People Management Role 30%
Managing relationships with stakeholders to drive business
Sustained insurance awareness within the network
Providing general support to the BB team as and when required to drive sales and unlock opportunities
Upskilling the team on corporate insurance prospecting and business development.
Rigor/Compliance 10%
Ensure TCF regulations are observed while attending to customers.
Ensure all covers are placed as per process and procedures.
Ensure all regulatory requirements are met by ensuring compliance to the insurance act and SLA’s
Role/person specification
Preferred Education
A Business-related Degree from a recognized university.
Knowledge of insurance business, products, and processes. Minimum 10 years insurance experience in Insurance business development and relationship management.
Diploma in Insurance (CII/AIIK)
Experience of managing activity across the whole of a project lifecycle, using current technology, structured methods and a quality process
Exposure to governance, control and risk management
Proven ability to effectively work across teams
Ability to effectively work across teams
Preferred Experience
Knowledge of the Bank’s policies, standards, procedures covering premises, equipment, security procedures/controls and snap checks
Knowledge and Skills
A learning mindset to rapidly assimilate complex business issues and quickly solve problems in a structured manner or pre-empting issues that may arise where there is limited precedence
Effective negotiating skills to secure both internal and external resources and deal with external service providers
Able to adopt and/or coach the use of a variety of methods to keep work streams on schedule and within budget
Insurance Service Excellence
Good understanding / Implementation of end to end insurance processes
Basic understanding and support of project management principles
Ability to prepare and interpret management/production reports.
Education
Higher Diplomas: Business, Commerce and Management Studies (Required)
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