NCBA Group
Banking + 2 more
Description
Key Accountabilities (Duties and Responsibilities)
Financial & Business Growth 40%
Travel Channel Sales & Growth:
- Deliver approved gross written premium, policy-count and profitability targets for the Travel Channel.
- Build and maintain a qualified pipeline of travel agencies, tour operators, airlines, online travel platforms, visa and education consultants, corporate travel accounts and other approved partners.
- Drive quote-to-policy conversion, average premium, renewal and cross-sell across leisure, business, student and group travel propositions.
- Monitor channel loss-ratio and campaign-return trends and implement corrective action where performance is below target.
- Maintain accurate forecasts, CRM records and monthly performance reports.
Partner & Market Development 30%
Partner Acquisition, Activation & Retention:
- Onboard priority travel partners, complete due diligence and agree measurable activation plans.
- Manage partner relationships through contact plans, business reviews, renewal calendars and service-level follow-up.
- Train partner staff on approved products, sales processes and customer disclosures; maintain training evidence.
- Design seasonal campaigns and identify market, product, pricing and digital-journey improvements from partner and competitor insight.
- Track active-partner ratio, partner productivity, campaign results and partner retention; close agreed improvement actions.
Customer & Service Excellence 15%
Customer & Partner Servicing:
- Coordinate accurate quotations, policy issuance, amendments, cancellations and documentation within agreed service levels.
- Serve as the first escalation point for partner and customer enquiries, coordinating resolution with Underwriting, Operations, Finance and Customer Experience.
- Monitor service turnaround times, policy-document delivery, complaints and root causes; close agreed remedial actions.
Claims Support & Customer Education:
- Guide customers and partners on claims notification requirements and escalate urgent travel assistance cases through approved channels.
- Track claims-service feedback and recurring issues without making claims-admissibility decisions outside delegated authority.
- Provide clear, approved information on benefits, exclusions, limits, emergency assistance and claims procedures.
Risk, Governance & Compliance 10%
- Ensure distribution is conducted through approved arrangements and in line with product terms, company policies and applicable requirements.
- Support clear disclosures, customer-needs assessment, accurate documentation, data protection and timely escalation of complaints or conduct risks.
- Maintain an audit-ready partner register, due-diligence records, agreements, training evidence and activity reports.
- Escalate underwriting, pricing, claims, compliance or partner-conduct exceptions within prescribed timelines.
Learning and growth 5%
- Maintain an annual development plan covering travel insurance, consultative selling, partner management, CRM/data analytics, conduct risk and relevant regulatory updates.
- Complete mandatory training within prescribed timelines and demonstrate application through improved channel performance and audit readiness.
- Share market intelligence, lessons learned and effective practices with Distribution, Product and Operations teams.
Job Specifications
Academic and Professional:
- Bachelor’s degree in Insurance, Business, Marketing, Tourism, Travel Management or a related discipline from a recognised institution.
- Professional insurance qualification such as CII/ACII or AIIK is Mandatory
- Sound knowledge of general insurance, with practical understanding of travel insurance benefits, exclusions, policy wording, emergency assistance, claims notification and distribution controls.
- Proficiency in CRM, Microsoft Office and data-analysis/reporting tools used for pipeline and performance management.
Desired Work Experience:
- At least 5 years’ relevant experience in insurance or financial services, including a minimum of 3 years in business development, account management or channel sales.
- Demonstrated experience developing partnerships and driving measurable growth; exposure to travel insurance, travel trade, airline, tourism, student travel or digital distribution is preferred.
- Experience using sales analytics and market insight to improve conversion, retention, partner productivity and campaign return.
- Experience working across Underwriting, Product, Claims, Operations, Marketing, Risk, Compliance and external partners.
Start hiring with Fuzu
Recruit better talent faster - on your own or with our support.
Explore recruitment platformJob search tips from Fuzu
Selected articles on cover letters, CV structure, and interview preparation.