Business Development Officer-Bancassurance
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Industry Banking / Financial Services Founded 1965 Type Private Website https://www.hfgroup.co.ke/ Address Head Office: Rehani House, Kenyatta Avenue / Koinange Street
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About the Role
To provide complete and appropriate insurance solutions for every customer in order to boost top-line revenue growth, customer acquisition levels and profitability.
Key Accountabilities
- Present, promote and sell products to existing and prospective customers.
- Establish, develop, and maintain positive business and customer relationships.
- Execute new business acquisition, cross-selling, and upselling strategies.
- Reach out to customer leads through cold calling and continuously improve through feedback.
- Respond promptly to customer queries and claims issues in line with internal procedures.
- Expedite the resolution of customer problems and complaints to maximize satisfaction.
- Deliver the agreed upon sales targets and outcomes within agreed timelines.
- Coordinate sales effort/activations with team members and branch team.
- Analyze the territory/market’s potential, track sales and status reports.
- Assisting and supporting the Branch in meeting their allocated bancassurance sales target .
- Supporting the branch to ensure 100% retention of existing bancassurance business.
- Ensure all collateral and bank-interest assets are appropriately insured with the bank’s interest properly noted.
- Champion training and product awareness initiatives for branch staff.
- Ensure customer satisfaction through timely delivery of documents and effective after-sales support.
- Submit daily sales activity logs and performance reports to branch leadership and Bancassurance management.
- Supply management with reports on customer needs, problems, interests, competitive activities and potential for new products and services.
- Keep abreast of best practices and promotional trends.
- Any other duties as may be assigned from time to time.
Qualifications
Academic & Professional
- Bachelor’s Degree from a reputable institution.
- Certificate of proficiency in Insurance (COP).
- ACII or AIIK or progress towards the same will be an added advantage.
Experience
- 3 years sales experience.
Competencies
- Excellent communication and interpersonal skills.
- Excellent planning and organization skills.
- Ability to work under pressure.
- Excellent problem solving and decision-making skills.
- Knowledgeable with industry’s rules and regulations.
- Results driven and customer focused.
- Basic understanding of the insurance industry and products.