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
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