Assistant Sales/Branch Manager, Bishop Branch
2025-06-05T16:35:31+00:00
Old Mutual Kenya
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https://www.greatkenyanjobs.com/jobs
FULL_TIME
Kenya
Nairobi
00100
Kenya
Finance
Sales & Retail
2025-06-25T17:00:00+00:00
Kenya
8
Old Mutual Kenya is based in Nairobi and is part of a larger group that offers solutions in long-term savings, asset management and investment. We offer solutions to individuals and corporates underpinned by our core values which are: Respect, Integrity, Accountability and Pushing beyond boundaries.
To support the Sales/Branch Manager in overseeing branch performance and ensuring accountability for the profit and loss account by achieving set revenue, loss ratio, and expense ratio targets within the defined period, while maintaining full compliance with company policies and procedures.
KEY TASKS AND RESPONSIBILITIES
Strategy, Branch Profitability & Performance
- Drive Growth & Profitability: Contribute to developing and executing sales strategies to drive new and renewal business for General Insurance (GI) and Medical. Ensure profitability by managing loss ratios, expense ratios, and operational efficiency.
- Strategic Planning: Assist in formulating and executing long-term and short-term strategic plans for the branch in alignment with the company’s strategic objectives.
- Revenue Management: Champion renewal business by chairing weekly renewal meetings, setting clear goals for the branch and, reviewing performance regularly to ensure targets are met. Support the sales team in lead generation and client acquisition to meet set New Business targets.
- Credit Management: Enforce the company’s credit policy by managing premium collections and prudent branch debtors’ management.
Client and Intermediary Relationship Management
- Recruitment & Training: Select, interview, recruit, and train Independent Agents to build a high-performing sales team.
- Intermediary and Client Relationship Management: Contribute to the management of direct clients and intermediaries, ensuring their needs are met and fostering long-term relationships.
- Motivation & Retention: Develop and implement rewards programs to motivate the Sales Force, ensuring high productivity and the retention of top-performing agents.
- Develop and execute a robust customer and agents’ engagement plan: through daily visitation plans, customer solution presentations, hosting agents’ trainings, and appreciation meetings among others.
Compliance, Control & Risk Management
- Risk & Control Management: Ensure strict adherence to risk control and self-assessment checklists. Implement compliance measures across the branch, especially in underwriting, credit management, and distribution.
- Intermediary Compliance: Ensure all intermediaries meet regulatory and internal compliance requirements before onboarding.
Customer Experience & Service
- Timely Quotation Delivery: Ensure quotations are delivered within the agreed turnaround times (TATs) to meet customer expectations.
Marketing, Promotion & Business Development
- Product Marketing: Actively contribute to the execution of the company’s marketing and communication plans, including promoting insurance products within the branch’s region.
- New Business Development: Actively seek out new business opportunities within the branch’s region to expand the portfolio.
- Supporting the Old Mutual Group Integrated Financial Services strategy: by collaborating with other Lines of Business within the group (Life, Investment, and Banking) to drive customer and revenue growth through actively seeking of cross- selling opportunities.
Claims Liaison & Complaints Resolution
- Claims Management: Act as a liaison between customers and the claims department, ensuring smooth claims processing and timely resolution of issues.
- Customer focused
- PR and interpersonal relations
- Office administration skills
- Advanced Computer skills
- Good communication skills
SKILLS AND COMPETENCIES
- At least 5 years of experience in a busy sales environment within the insurance sector
- Proven track record of driving exceptional performance in insurance sales management, consistently surpassing revenue targets and optimizing team productivity.
- Sales and Marketing acumen
QUALIFICATIONS
- Business Related Degree
- ACII or Insurance Qualifications
Strategy, Branch Profitability & Performance Drive Growth & Profitability: Contribute to developing and executing sales strategies to drive new and renewal business for General Insurance (GI) and Medical. Ensure profitability by managing loss ratios, expense ratios, and operational efficiency. Strategic Planning: Assist in formulating and executing long-term and short-term strategic plans for the branch in alignment with the company’s strategic objectives. Revenue Management: Champion renewal business by chairing weekly renewal meetings, setting clear goals for the branch and, reviewing performance regularly to ensure targets are met. Support the sales team in lead generation and client acquisition to meet set New Business targets. Credit Management: Enforce the company’s credit policy by managing premium collections and prudent branch debtors’ management. Client and Intermediary Relationship Management Recruitment & Training: Select, interview, recruit, and train Independent Agents to build a high-performing sales team. Intermediary and Client Relationship Management: Contribute to the management of direct clients and intermediaries, ensuring their needs are met and fostering long-term relationships. Motivation & Retention: Develop and implement rewards programs to motivate the Sales Force, ensuring high productivity and the retention of top-performing agents. Develop and execute a robust customer and agents’ engagement plan: through daily visitation plans, customer solution presentations, hosting agents’ trainings, and appreciation meetings among others. Compliance, Control & Risk Management Risk & Control Management: Ensure strict adherence to risk control and self-assessment checklists. Implement compliance measures across the branch, especially in underwriting, credit management, and distribution. Intermediary Compliance: Ensure all intermediaries meet regulatory and internal compliance requirements before onboarding. Customer Experience & Service Timely Quotation Delivery: Ensure quotations are delivered within the agreed turnaround times (TATs) to meet customer expectations. Marketing, Promotion & Business Development Product Marketing: Actively contribute to the execution of the company’s marketing and communication plans, including promoting insurance products within the branch’s region. New Business Development: Actively seek out new business opportunities within the branch’s region to expand the portfolio. Supporting the Old Mutual Group Integrated Financial Services strategy: by collaborating with other Lines of Business within the group (Life, Investment, and Banking) to drive customer and revenue growth through actively seeking of cross- selling opportunities. Claims Liaison & Complaints Resolution Claims Management: Act as a liaison between customers and the claims department, ensuring smooth claims processing and timely resolution of issues. Customer focused PR and interpersonal relations Office administration skills Advanced Computer skills Good communication skills
At least 5 years of experience in a busy sales environment within the insurance sector Proven track record of driving exceptional performance in insurance sales management, consistently surpassing revenue targets and optimizing team productivity. Sales and Marketing acumen
JOB-6841c753b87f0
Vacancy title:
Assistant Sales/Branch Manager, Bishop Branch
[Type: FULL_TIME, Industry: Finance, Category: Sales & Retail]
Jobs at:
Old Mutual Kenya
Deadline of this Job:
Wednesday, June 25 2025
Duty Station:
Kenya | Nairobi | Kenya
Summary
Date Posted: Thursday, June 5 2025, Base Salary: Not Disclosed
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JOB DETAILS:
Old Mutual Kenya is based in Nairobi and is part of a larger group that offers solutions in long-term savings, asset management and investment. We offer solutions to individuals and corporates underpinned by our core values which are: Respect, Integrity, Accountability and Pushing beyond boundaries.
To support the Sales/Branch Manager in overseeing branch performance and ensuring accountability for the profit and loss account by achieving set revenue, loss ratio, and expense ratio targets within the defined period, while maintaining full compliance with company policies and procedures.
KEY TASKS AND RESPONSIBILITIES
Strategy, Branch Profitability & Performance
- Drive Growth & Profitability: Contribute to developing and executing sales strategies to drive new and renewal business for General Insurance (GI) and Medical. Ensure profitability by managing loss ratios, expense ratios, and operational efficiency.
- Strategic Planning: Assist in formulating and executing long-term and short-term strategic plans for the branch in alignment with the company’s strategic objectives.
- Revenue Management: Champion renewal business by chairing weekly renewal meetings, setting clear goals for the branch and, reviewing performance regularly to ensure targets are met. Support the sales team in lead generation and client acquisition to meet set New Business targets.
- Credit Management: Enforce the company’s credit policy by managing premium collections and prudent branch debtors’ management.
Client and Intermediary Relationship Management
- Recruitment & Training: Select, interview, recruit, and train Independent Agents to build a high-performing sales team.
- Intermediary and Client Relationship Management: Contribute to the management of direct clients and intermediaries, ensuring their needs are met and fostering long-term relationships.
- Motivation & Retention: Develop and implement rewards programs to motivate the Sales Force, ensuring high productivity and the retention of top-performing agents.
- Develop and execute a robust customer and agents’ engagement plan: through daily visitation plans, customer solution presentations, hosting agents’ trainings, and appreciation meetings among others.
Compliance, Control & Risk Management
- Risk & Control Management: Ensure strict adherence to risk control and self-assessment checklists. Implement compliance measures across the branch, especially in underwriting, credit management, and distribution.
- Intermediary Compliance: Ensure all intermediaries meet regulatory and internal compliance requirements before onboarding.
Customer Experience & Service
- Timely Quotation Delivery: Ensure quotations are delivered within the agreed turnaround times (TATs) to meet customer expectations.
Marketing, Promotion & Business Development
- Product Marketing: Actively contribute to the execution of the company’s marketing and communication plans, including promoting insurance products within the branch’s region.
- New Business Development: Actively seek out new business opportunities within the branch’s region to expand the portfolio.
- Supporting the Old Mutual Group Integrated Financial Services strategy: by collaborating with other Lines of Business within the group (Life, Investment, and Banking) to drive customer and revenue growth through actively seeking of cross- selling opportunities.
Claims Liaison & Complaints Resolution
- Claims Management: Act as a liaison between customers and the claims department, ensuring smooth claims processing and timely resolution of issues.
- Customer focused
- PR and interpersonal relations
- Office administration skills
- Advanced Computer skills
- Good communication skills
SKILLS AND COMPETENCIES
- At least 5 years of experience in a busy sales environment within the insurance sector
- Proven track record of driving exceptional performance in insurance sales management, consistently surpassing revenue targets and optimizing team productivity.
- Sales and Marketing acumen
QUALIFICATIONS
- Business Related Degree
- ACII or Insurance Qualifications
Work Hours: 8
Experience in Months: 12
Level of Education: bachelor degree
Job application procedure
Submit your CV and Application on Company Website : Click Here
Closing Date : June 25, 2025
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