Relationship Manager – Bancassurance
HF Group, has an exciting opportunity in our HFBI Subsidiary. We are seeking a talented, dynamic, self-driven, and results-oriented individual who is committed to performance, excellence, and participating in our growth strategy.
To mobilize and grow Insurance sales through proactive building and management of new and existing relationships contributing to overall objectives of the intermediary.
Deadline: 2025-05-29
Category: Operations/Governance
Subsidiary: HFBI
Principle Accountabilities
- Mobilizing insurance sales from HF Group through scouting, organizing, participating in the sales activities for new customer acquisition and retention.
- Collaborate with subsidiaries with HF Group to develop well-tailored products to meet customer requirements.
- Establish, develop, and maintain positive business and customer relationships.
- Selling insurance products to all prospective customers (captive and non-captive) and delivery of set targets.
- Coordination of the insurance sales team to achieve the set sales target through allocation and handling logistics of sales activities.
- Ensuring 100% premium collection from generated sales and remittance to partner underwriters
- Manage existing customer relationships by giving prompt feedback on queries, concerns and complaints while giving updates on new products for customer satisfaction and up selling.
- Providing management information on performance through analysis, reports and updates for decision making by the Principal Officer, HFBI.
- Planning; Monthly, weekly and daily as well as weekly performance reviews.
- Appraisal of staff performance to achieve set targets.
- Any other duties as may be assigned from time to time.
Key Competencies and Skills
Skills and Attributes
- Excellent negotiation, presentation, and selling skills
- Excellent communication and interpersonal skills
- Excellent planning and organization skills
- Ability to work under pressure
- Excellent problem-solving and decision-making skills
- Results-driven and customer-focused
- In-depth understanding of the Insurance industry rules, regulations and business dynamics.
Minimum Qualifications, Knowledge and Experience
Education:
- Business/Insurance-related degree.
- ACII or AKII or progress towards the same will be an added advantage.
Experience:
- 3 Years’ sales experience in General and Life Insurance products.
- 3 Years’ exposure to General and Life Insurance associated processes.