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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