Britam
Financial Advisors
Purpose: Selling Britam products across all lines of business to
prospects and providing excellent customer service.
Key Responsibilities
·
Doing presentations to prospective
clients and selling to them suitable insurance products or other products
according to their needs.
·
Meeting sales targets as may be set
by the company from time to time.
·
Ensuring high persistency of payments
through follow ups and reminders.
·
Maintaining close relationships with
clients and updating them on the status of their policies, new products and any
other information they may require.
·
Initiating and following through
premium collection procedures such as collecting cheques and other payment
authority documents.
·
Dedicated customer service to clients
at all times including assisting the client to effect changes on their policies.
·
Promoting the company brand and
making sales during activations and other company events.
·
Attending branch and unit meetings as
may be required by the branch manager or unit manager.
·
Maintaining regular contact with
clients and providing additional insurance policies or other products whenever
needed.
·
Developing and maintaining a wide
network of friends, special interest groups and social clubs necessary for
forming a base of marketing and referrals.
·
Learning and using the company
software available for financial advisors in generating quotations and customer
service.
·
Delivering of policy documents to
clients in good time.
Qualifications
·
KCSE Mean grade of C- and above or
equivalent
·
University degree/Diploma is an added
advantage
·
Candidate should have a minimum age
of 23 years
·
Demonstrate good written and oral
communication skills
·
Experience in sales is an added
advantage
·
Certificate of proficiency is an
added advantage
Key Skills / Specialization:
·
KCSE Mean grade of C- and above or
equivalent;
·
University degree/Diploma is an added
advantage
How to Apply
If you are interested in the above
job and you have the qualifications send your CV and a cover letter outlining
why you are the best candidate for this job to facareers@britam.com
Closing Date: Saturday, December 31, 2016
Vacancy: Internal Auditor
Job purpose: Responsible for conducting internal
audits in line with the audit plan or as requested by the board or audit
committee
Key Responsibilities
·
Identify and critically evaluate
elements of governance and risk management in the service, design appropriate
risk management and mitigation strategies for implementation;
·
Plan and execute internal audits in
accordance with International standards on professional practice of internal
audit and department’s audits methodology;
·
In consultation with Internal Audit
Manager, develop detailed audit programmes based on the documented procedures
and best practice, for each identified audit project, giving special attention
to potential risk areas;
·
Carry out detailed audit tests on all
the Group’s operations based on standard audit programmes in accordance with
the approved Annual Audit Plan. This includes review of operations,
highlighting areas of internal control weakness and making recommendations to
improve efficiency. The jobholder may change the scope of the audit if actual
circumstances in the field so demand;
·
Perform and control the full audit
cycle including risk management and control management over operations’
effectiveness, financial reliability and compliance with all applicable
directives and regulations;
·
Determine internal audit scope for
particular assignments;
·
Maintain open communication with
management and audit department management
·
Develop new continuous improvement
initiatives, evaluate the adequacy of internal control systems;
·
Gather adequate audit evidence to
support findings and suggestions for improvement.
·
Work with the Internal Audit Manager
on appropriate methods in gathering audit evidence, depending on the actual
circumstances encountered in the course of the field work, the jobholder will
constantly discuss the findings of the business to ensure completeness and
accuracy of reports;
·
Visit regional and branch offices to
ensure operations are in line with the Group;
·
Assist the Internal Audit Manager
review and document existing accounting, administrative and internal control
systems for adequacy and effectiveness and make recommendations for
improvement. This will cover the Group operations and call for a thorough
understanding of all the Group’s operations;
·
Work with the Internal Audit Manager
in verifying compliance with all the relevant legislation and regulatory
requirement;
·
Perform any other duties as may be
assigned from time to time.
Key Performance Measures
·
Execution of audit plan
·
Rate of clearance of issues
·
Timely reports
Working Relationships:
Internal Relationships;
The Internal Auditor, Operations will
be
·
Accountable to Internal Audit
Manager, Operations;
·
Directly responsible for Assistant
Internal Auditor and Internal Audit Assistant;
·
Work with other departments as and
when required.
External Relationships;
·
External auditors
Knowledge, experience and qualifications required
·
Bachelor’s degree in a business
relevant field
·
CPA (K)
·
Certified Information Systems Analyst
(CISA) and Certified Financial Analyst (CFA); KASNEB are an added advantage
·
2-3 years working experience in an
Audit related field
Core competencies:
Technical and functional
competencies;
·
Knowledge of internal audit
procedures and methodologies
·
Decision making –ability to make
strategic decisions in a timely and effective manner
·
High moral and ethical standing
·
Highly motivated
Core competencies;
·
Communications Skills
·
Building Relationships
·
Focuses on the Customers
·
Develops Self
·
Solves Problems
Key Skills / Specialization:
·
Bachelor degree in business related
field
How to Apply
CLICK HERE to
apply online
Closing Date: Friday, December 9, 2016