Britam

Banking + 2 more

Retail Health Sales Executive

Job details

Contract Type

Description

Knowledge, experience and qualifications required:

  • Bachelors’ degree in Actuarial science or Business related field.
  • Professional qualification in Insurance (ACII, IIK).
  • 2-4 years’ relevant experience in the insurance industry.


Responsibilities
  • Secure new business directly or through intermediaries in all the business channels.
  • Maintain excellent customer service to intermediaries and clients.
  • Service existing business.
  • Follow up on renewals for medical insurance business.
  • Forward proposal forms and all KYC documents to underwriting department.
  • Ensure timely collections of premium as per the credit control policy.
  • Prepare weekly reports as required by the BDM – Retail Health.
  • Undertake initial underwriting in accordance with set guidelines to ensure sound acceptance of risk.
  • Respond to customer and client enquiries.
  • Delegated Authority: As per the approved Delegated Authority Matrix.
  • Perform any other duties as may be assigned from time to time.


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