Britam is a leading financial services provider in East and Central Africa, offering insurance, investment, and property solutions to a wide range of clients. With a strong focus on innovation and client satisfaction, we aim to empower individuals and businesses through tailored financial and insurance solutions.
As part of our ongoing commitment to growth and excellence, we are seeking a passionate and results-driven Retail Health Sales Executive to join our team in Nairobi. This role provides an exciting opportunity to contribute to the expansion of our medical insurance portfolio while delivering exceptional service to our clients.
Position: Retail Health Sales Executive
Location: Nairobi, Kenya
Organization: Britam
Job Type: Permanent, Full-Time
Shift: Day Job
Application Deadline: January 23, 2025
Job Purpose
The Retail Health Sales Executive will focus on driving the growth of Britam’s medical insurance business by acquiring new clients, retaining existing ones, and meeting set premium targets. This role also involves ensuring excellent customer service and compliance with underwriting standards.
Key Responsibilities
1. Business Development
- Secure new medical insurance business directly or through intermediaries across all business channels.
- Identify opportunities for growth and develop strategies to expand the retail health portfolio.
2. Client Relationship Management
- Provide excellent customer service to intermediaries and clients, addressing inquiries promptly and professionally.
- Build and maintain strong relationships with new and existing clients to foster loyalty and retention.
3. Policy Renewals and Retention
- Follow up on renewals for medical insurance policies to ensure continuous coverage for clients.
- Proactively engage with clients to address their needs and provide tailored solutions.
4. Operational Support
- Forward completed proposal forms and KYC documents to the underwriting department for processing.
- Undertake initial underwriting in accordance with guidelines to ensure sound risk acceptance.
- Ensure timely premium collections as per the company’s credit control policy.
5. Reporting and Documentation
- Prepare and submit weekly reports on performance, new business acquisitions, and renewals to the Business Development Manager (BDM) – Retail Health.
6. Additional Responsibilities
- Respond promptly to customer and client inquiries, providing accurate and helpful information.
- Perform any other duties as may be assigned by management from time to time.
Delegated Authority
The Retail Health Sales Executive will operate within the approved Delegated Authority Matrix, ensuring compliance with company policies and standards.
Knowledge, Experience, and Qualifications
Education
- Bachelor’s degree in Actuarial Science, Business, or a related field.
Professional Certification
- Professional qualification in Insurance (ACII, IIK).
Experience
- 2-4 years of relevant experience in the insurance industry, with a focus on medical insurance.
Skills and Competencies
- Strong understanding of medical insurance products and industry practices.
- Excellent customer service and relationship management skills.
- Effective communication and presentation abilities.
- Analytical thinking with attention to detail and a focus on data-driven decision-making.
- Strong organizational and time-management skills.
- Ability to work independently and collaboratively in a fast-paced environment.
What We Offer
At Britam, we are dedicated to fostering a culture of innovation, inclusivity, and professional development. As a Retail Health Sales Executive, you will have the opportunity to contribute to a market-leading organization while advancing your career in a supportive and dynamic environment.
How to Apply
Are you ready to drive growth in the retail health insurance sector and build meaningful client relationships?
Apply Now by submitting:
- Your CV outlining your experience and qualifications.
- A Cover Letter highlighting your suitability for the role.
Ensure your application is submitted before January 23, 2025, and include “Retail Health Sales Executive” in the subject line.
Additional Information
- Equal Opportunity Employer: Britam is an equal opportunity employer and encourages applications from all qualified candidates.
- No Recruitment Fees: Britam does not charge any fees for job applications or recruitment processes.
- Disqualification: Canvassing will result in automatic disqualification.
- Consent: By applying, candidates agree to necessary background checks as part of the recruitment process.
Take the next step in your career and join Britam as a Retail Health Sales Executive. Be part of a team that is shaping the future of insurance and financial services in the region
