KEY DUTIES AND RESPONSIBILITIES

• Coordinate with the Finance and Admin Manager in preparation of budgets for the unit and ensure compliance to the approved budget.
• Ensure timely renewal of existing policies of the Insurance Agency.
• Develop a sales pipeline for insurance products and services.
• Provide a progress report on the unit’s performance for decision making purposes.
• Ensure effective customer service to insurance clients.
• Ensure maintenance of customer information in both computerized and physical format.
• Ensuring timely payment of insurance premiums and commissions.
• Ensure company policies have been effectively communicated to clients.
• Advise clients on insurance related issues.
• Undertake marketing to generate clientele of insurance services.
• Ensure timely feedback to customers on insurance related issues including valuation.
• Ensure the company collaterals are insured to manage the risk.
• Continuous professional development to keep up with current industry trends.
• Ensure timely premium reconciliation with the underwriters.
• Any other duties as may be assigned.

QUALIFICATIONS & EXPERIENCE

• Bachelor’s Degree in Commerce (Insurance) or a business related degree.
• Diploma in Insurance or any insurance certification will be an added advantage.
• At least 3 years relevant working experience in the field of insurance.

• Coordinate with the Finance and Admin Manager in preparation of budgets for the unit and ensure compliance to the approved budget.
• Ensure timely renewal of existing policies of the Insurance Agency.
• Develop a sales pipeline for insurance products and services.
• Provide a progress report on the unit’s performance for decision making purposes.
• Ensure effective customer service to insurance clients.
• Ensure maintenance of customer information in both computerized and physical format.
• Ensuring timely payment of insurance premiums and commissions.
• Ensure company policies have been effectively communicated to clients.
• Advise clients on insurance related issues.
• Undertake marketing to generate clientele of insurance services.
• Ensure timely feedback to customers on insurance related issues including valuation.
• Ensure the company collaterals are insured to manage the risk.
• Continuous professional development to keep up with current industry trends.
• Ensure timely premium reconciliation with the underwriters.
• Any other duties as may be assigned.

• Bachelor’s Degree in Commerce (Insurance) or a business related degree.
• Diploma in Insurance or any insurance certification will be an added advantage.