Customer Service Executives
Retail CSE’s IFA/Branch-Nairobi – (2100006I)
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