Job Purpose:
The role holder will be responsible for leading and managing bank branches’ regional
relationships in the domiciled region, implements the specific bank strategies at the regional
level to ensure the company achieves its corporate goals in terms of growth, profitability,
customer service and the set regional revenue targets. Also, to implement sales plans/actions
and identify new partnerships within the region for all lines of business.
Key responsibilities:
- Work closely with the various bank branch staffs and insurance officers in the region to
support business acquisition from all lines of businesses (GI, EMC, Life & Pension) and
achieve the set targets.
- Analyze regional expectations and provide insights back to the business to deliver
competitively on a product offering and or processes.
- Facilitate knowledge sharing and trainings to various bank branches officers and clients in
the assigned regions.
- Ensures Britam Products cross-selling takes place in new and existing business across all
bank partners in the regions.
- Plans and executes exciting and innovative regional sales tactics.
- Assists with regional implementation and repositioning of new product initiatives and
specific bank strategies agreed at the head office levels.
- Adhere to regulatory/ compliance and internal procedures regarding bancassurance
businesses.
- Ensure maintenance of a healthy sales pipeline that supports new business on boarding.
- Clearly understands sales targets set, influences, and drives the achievement of
- Bancassurance sales through optimal regional relationship management.
- Ensure timely preparation of required presentations, sales pitches and product benefits
write up in the region.
- Provide quotations as and when required by bancassurance intermediaries within set out
time frames.
- Ensure premium payment for all closed sales are within the company’s set credit control
policy.
- Acquire and retain profitable businesses in line with acceptable loss ratios and Britam’s risk
appetite.
- Perform any other duties as may be allocated from time to time and should be available for
deployment to work from any of the six bancassurance demarcated regions in Kenya.
Relationship building & sales management.
- Builds, maintains, and sustain business relationships with the regional bank partners’ teams,
Business development officers, Credit officers, Relationship Managers and Direct Sales
teams.
- Active management of relationships with all bank branch staffs to ensure smooth running of
the distribution channels in delivering targets.
- Integrate well with all members of the team into a harmonious unit committed to the team
vision and direction within the team (Intra-team).
- Receptive to constructive criticism, feedback and ideas from supervisors, business
partners, colleagues.
- Maintain event calendars for all partners within the region to increase team building and
synergy.
- Ensure that route maps and call trees are maintained to facilitate regular engagement of
officers within the region as shall be set out from time to time.
- Applies knowledge, resources, and experience to resolve problems.
- Ensure relationship building with key customers and service providers within the region.
- Ensure that a record of all partners officers is maintained and regularly updated to include
location, telephone number and email address of the respective officers in the region.
- Maintain an activities tracker that ensures that all activities and initiatives are well always
tracked.
Training
- Ensures empowerment trainings on products and processes to our mutual bank partners
(Across all lines of businesses) takes place in the regions as and when required.
- Ensures that induction trainings are carried out for all new partner officers within the region
on Britam processes and procedures.
- Ensure that customers are well appraised on the solutions taken up through training, write ups and after sales follow up for feedback.
Reporting
- Ensure that stipulated weekly and monthly reports are prepared and shared within the
agreed timelines and in the format stipulated.
- Ensure monthly expense reports are prepared and submitted within the stipulated processes
and procedures.