Britam Retail Customer Service Executives Job

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

Qualifications

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

How to Apply

Apply for the job here