Role summary
Achieve maximum sales profitability, growth and account penetration within an assigned region and/or market segment by effectively selling the company’s products and/or related services. Personally contacts and secures new business accounts/customers
Roles and responsibility
Sales and Marketing
Promote/sell/secure new business from existing and prospective customers through a relationship-based approach.
Exhibit a Production target consistency of a minimum of 5 years above Kshs 200m
Demonstrate products and services to existing/potential customers and assists them in selecting those best suited to their needs.
Establish, develop and maintain business relationships with current customers and prospective customers in the assigned market segment to generate new business for the organization’s products/services.
Research sources for developing prospective customers and for information to determine their potential.
Embark on personal visits and make presentations to medium size groups and up-market individuals,
Promote brokers and agents to pursue clients at least two months in advance to invite renewal instructions,
Ensure that individual business acquisition targets (bat) and customer retention targets are met,
Plan and organize personal sales strategy by maximizing the Return on Time Investment for the segment.
Operational Procedures
Ensure that proposal forms and all relevant client documentation contain all the relevant personal details of the proposer,
Ensure that accurate risk details and closings are posted online to facilitate preparation of quotations, risk notes and policy documents,
Provide high standard servicing of all accounts brought in, including regular follow up of issues raised by clients,
Ensure strict adherence to practices, procedures and policy stipulated in the Market Outreach operations manual, including the Code of Ethics,
Enter all business contact and details of daily movement, including regular visits to brokers, agents and direct clients into the computer.
Complete customer care feedback forms during visits to brokers, agents and direct clients and liaising with supervisors (Deputy Manager, BD) about operational issues raised by clients,
Expedite the resolution of customer problems and complaints,
Coordinate sales effort with sales team, accounting, and underwriting department,
Analyze the market’s potential and determines the value of existing and prospective customers value to the organization,
Supply management with oral and written reports on customer needs, problems, interests, competitive activities, and potential for new products and services,
Learning and Growth
Keep abreast of product applications, technical services, market conditions, competitive activities, advertising and promotional trends through the reading of pertinent literature and consulting with business development and underwriting,
Continue to build personal skill set by participating in in-house programmes (including e-learning), customer related courses and seminars as deemed necessary to expand product and system knowledge,
Understand and actively support and advocate the organization’s mission, vision and core values.
Qualifications
Bachelor’s Degree in Insurance, Marketing or other business-related discipline
Diploma in Insurance (ACII or AIIK)
Member of CII or IIK
Proficiency in IT system support skills
Proficiency in Presentation skills and use of Power point presentations
Experience
At least 5 years’ experience in sales and marketing – experience Insurance industry will be an added advantage
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