Corporate Sales Executive IFA (General Insurance)

About the role

Britam is hiring a Corporate Sales Executive focused on General Insurance business through Independent Financial Advisors (IFAs) in Mombasa. The role covers securing new corporate business, growing and retaining existing accounts, and developing strong relationships with IFAs.

Key responsibilities

• Secure new corporate General Insurance business through IFAs and grow and retain existing business against set objectives and portfolio targets.
• Build and maintain productive relationships with IFAs and provide excellent customer service, resolving service issues and complaints promptly.
• Manage corporate business renewals proactively and follow up premium collections and outstanding receivables.
• Forward proposals, risk information and other documents to Underwriting and undertake initial risk assessment within approved guidelines and delegated authority.
• Respond to IFA and client enquiries on policy, claims and commission matters.
• Recruit, onboard and activate new IFAs, train them on General Insurance products and processes, and promote incentive schemes.
• Execute market and IFA-specific business development initiatives, monitor competitors and market trends, and report daily, weekly and other business performance reports.
• Work closely with Underwriting, Claims, Finance and branches, and perform other duties as assigned.

Required profile

• Bachelor's degree in Business, Insurance, Finance, Marketing or another relevant field.
• Professional insurance qualification such as ACII, IIK or an equivalent recognised qualification.
• 2-4 years of experience in the insurance industry, preferably in General Insurance sales, business development or intermediary relationship management.

Required skills

• Strong understanding of General Insurance products, coverage, exclusions, policy terms and market practices.
• Expertise in building and maintaining relationships with IFAs and applying sales and business development techniques to meet premium targets.
• Proficiency in managing corporate business and applying risk assessment principles and underwriting guidelines within delegated authority.
• Negotiation and influencing skills to engage IFAs and clients.