Banca Regional Relationship Assistant (6 – Months Fixed – Term Contract)

Britam Holdings Plc is a diversified financial services group, founded in 1965, offering banking, financial, and insurance services in Nairobi, Kenya.

Job Purpose: The role holder will be responsible for supporting managing bank partner’s regional relationships to ensure that the company achieves its strategic goals in terms of growth, profitability, customer service and the regional revenue targets agreed. Also to implement sales plan actions. The company reserves duties as may be allocated from time to time.

1. Ensure all Britam products selling takes place in new and existing business across all bank partners.
2. Support implementation plans and new innovative sales activities for banca retail life sales through agreed partners.
3. Identify gaps/anomalies and develop ideas that aid and improve performance through monitoring performance in line with set targets.
4. Assist in the implementation and positioning of new focus initiatives.
5. Ensure that general business retention targets are met as per the prescribed parameters.
6. Provide timely feedback on queries, complaints and sales activities.
7. Provide bank partners best practice activation plans with bank partners that close sales gaps.
8. Provide quotations as and when required for the client’s bank partner within the agreed time frame.
9. Acquire and retain profitable business in line with acceptable loss ratios.
10. Ensure premium payments for all closed sales are within the company’s prescribed control policy.
11. Observe regulatory compliance and internal procedures regarding bancassurance business.
12. Ensure maintenance of a healthy sales pipeline that supports new business onboarding.
13. Ensure timely preparation of required presentations, sales pitches and product write-ups.
14. Build, maintain and sustain business relationships with the regional bank partner’s team, business development officers, Relationship Managers and Direct Sales Team.
15. Drive management of relationships with all banks and partners to ensure smooth running of the distribution channel in delivering targets.
16. Integrate well with all members of the team in all communications, committed to the team vision and mission within the team and as a team.
17. Ensure that stipulated reports are prepared and shared within agreed timelines and in the prescribed format.
18. Ensure that monthly expense reports are prepared and submitted within stipulated timelines and procedures.

1. Bachelor’s Degree in a business-related degree.
2. 3 Years of experience will be an added advantage.
3. Build and maintain strong business relationships.
4. Proven sales track record in the financial services industry especially insurance.
5. Professional insurance sales/marketing qualification is an added advantage.
6. Highly organised, independent and able to prioritise tasks.
7. Must be flexible, self-motivated and team oriented.
8. Knowledge of Insurance Regulatory requirements
9. Knowledge of Insurance Products
10. Sales & Marketing Management skills