Corporate Sales Assistant - Investment Linked Sales

Job Closed!
Company:Britam Life Assurance Company (K) Limited
Category:Sales/Business Development
Job Type:Permanent

Job details

Key Responsibilities


1. First level underwriting new applications and creation of new clients' profile into Igas.

2. Scanning of hard copy forms into EDMS.

3. Advise Policy administration to reconcile premium and trigger suspense

4. Dispatch policy documents on email and followup acknowledgment

5. Scan policy acknowledgment, index in ImageNow and update status.

6. Prepare transmittal for Original policy schedules to stores

7. Assist with generating quotations for clients and intermediaries

8. Respond to Customer, Branch and FA queries & complaints as received on email or calls

9. Generate competition winners and communicate and verify Mpesa numbers for award disbursement. Send winners to Finance for payment

10. Level 2 Support for all escalations from the contact center

11. Generate production reports and trends

12. Coordination of core departmental activities including both internal and external meetings, events, intermediary reward schedules and dispatch

13. Handling all sales related matters while the sales team is out in the field

14. Performs any other duties assigned by the Manager


Key Performance Measures


• Customer satisfaction

• Timely and accurate business capture.

• Turnaround time on resolving issues

• Customer service as per set service level agreements

• FA, client and partner satisfaction

• Client retention rate

• Timely and reliable reports



Knowledge, experience and qualifications required


1. Business related degree from a recognized university

2. AIIK, CII, CIM or related professional qualification (or advanced progress thereof)

3. Advanced Excel and analytics

4. 2 years’ experience in a similar role



Essential Competencies


1. Learning and Researching: Rapidly learns new tasks and commits information to memory quickly; demonstrates an immediate understanding of newly presented information; gathers comprehensive information to support decision making at management level; learns from successes and failures and seeks colleague and customer feedback.

2. Working with People: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.

3. Applying Expertise and Technology: Applies specialist and technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.

4. Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; exhibits high standards for quality and quantity; monitors and maintains own quality and productivity; works in a systematic, methodical and orderly way; consistently achieves projects goals.

5. Following Instructions and Procedures: Follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates commitment to the organisation; complies with legal obligations and safety requirements of the role.

6. Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; accepts diversity; display individual responsibility towards the community and the environment; models the organisational values during every day interactions.



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Sales/Business Development Britam Life Assurance Company (K) Limited 3 months ago