Corporate Sales Executive – IFA (Mombasa)

About the role

Drive the growth and retention of corporate General Insurance business through the Independent Financial Advisor (IFA) channel by developing and managing IFA relationships, identifying new business opportunities and achieving set annual premium targets. The role focuses on securing new corporate General Insurance business, growing existing accounts, and ensuring high levels of customer service for IFAs and clients.

Key responsibilities

• Secure new corporate General Insurance business through Independent Financial Advisors (IFAs).
• Grow and retain existing corporate General Insurance business in line with portfolio targets.
• Develop and maintain productive relationships with IFAs to maximize opportunities and retention.
• Provide excellent customer service to IFAs and clients, resolving service issues and complaints promptly.
• Manage corporate business renewals to maximize retention and minimize loss.
• Forward proposal forms and risk information to Underwriting for timely processing.
• Follow up premium collections and support resolution of outstanding premium and receivables issues.
• Conduct initial risk assessments in line with underwriting guidelines and delegated authority.
• Recruit, onboard and activate new IFAs to meet business development objectives.
• Drive conversion and activation of IFAs to increase placement of corporate General Insurance business.
• Execute market and IFA-specific business development initiatives to achieve premium and growth objectives.
• Conduct product and process training for IFAs and submit training schedules and reports.
• Promote incentive schemes and initiatives to drive new business and strengthen IFA engagement.
• Monitor market developments, competitor activity and IFA trends, sharing intelligence with supervisor.
• Prepare and submit performance reports as required.
• Collaborate with Underwriting, Claims, Finance, Branches and other functions to ensure seamless service delivery.

Required profile

• Bachelor’s degree in Business, Insurance, Finance, Marketing or a related field.
• Professional insurance qualification such as ACII, IIK or an equivalent recognized qualification.
• 2–4 years of relevant experience in the insurance industry, preferably in General Insurance sales, business development or intermediary relationship management.
• Strong understanding of General Insurance products, coverage, exclusions, policy terms and market practices.
• Demonstrated expertise in building and maintaining productive relationships with IFAs.
• Proven ability to apply sales and business development techniques to achieve premium targets.
• Sound application of risk assessment principles and underwriting guidelines within delegated authority.
• Effective negotiation and influencing skills to engage IFAs and clients.