Branch Manager

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.

Sales and Marketing

• Promote, sell, and 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 and potential customers and assist 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 gather 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 policies stipulated in the Market Outreach Operations Manual, including the Code of Ethics.
• Enter all business contacts and details of daily movements, 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 liaise with supervisors (Deputy Manager, BD) about operational issues raised by clients.
• Expedite the resolution of customer problems and complaints.
• Coordinate sales efforts with the sales team, accounting, and underwriting departments.
• Analyze the market’s potential and determine the value of existing and prospective customers 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 reading relevant literature and consulting with business development and underwriting teams.
• Continue to build personal skill sets by participating in in-house programs (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 disciplines.
• Diploma in Insurance (ACII or AIIK).
• Member of CII or IIK.
• Proficiency in IT system support skills.
• Proficiency in presentation skills and use of PowerPoint presentations.

Experience

• At least 5 years’ experience in sales and marketing.
• Experience in the insurance industry will be an added advantage.

Skills Required:

• Sales / Marketing / Business / Management