JOB DESCRIPTION
The Unit Manager will oversee a unit where he/she will be responsible for attracting, recruiting, and retaining sales agents to deliver the set insurance sales revenue targets. The role is on a contractual basis.
Key Tasks And Responsibilities
- Delivery of business plan targets including Revenue, Persistency and Business Mix
- Recruitment and retention of Agents
- Effective monitoring and evaluation of agents in their respective units
- Setting out relevant plans and daily activity work schedule for the unit
- Ensure agents have the necessary support systems to assist them deliver their budgets
- Implementing training programs to support skill development and competence.
- Opening new markets
- Advise the business on opportunities/threats that are presented by such activities.
- Enforcement of performance management processes as specified by the business
- To uphold the brand image and ensure compliance with all internal as well as external regulations.
Skills And Competencies
- Excellent Communication skills
- Strong Negotiation skills
- Emphatic Listener
- Able to Plan and organize meetings and activities for the Unit
- Able to build and bond together a team
- Must have leadership ability and Sales and Marketing skills
- Market intelligence and business development skills
- Able to handle and resolve Conflicts
- Time Management Skills.
Qualifications, Knowledge & Experience
- A Degree/diploma in a business-related course
- Must have at least 3 years’ sales experience in the insurance or financial services sector
- 2 years’ experience as a Unit/Agency Manager in insurance or financial sector will be an added advantage
- Must have a COP Certificate
- Must have current IRA license
- A successful track record of selling in the financial services sector, teaching or any other relevant profession
- Demonstrable insurance sales experience as a tied agent
- Knowledge of legislation governing insurance in Kenya
- Proficient in the use of Microsoft office suite and packages
Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.
Responsibilities
Data Collection and Analysis
Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Information and Business Advice
Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Document Preparation
Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
Insights and Reporting
Extract and combine data to generate standard reports.
Customer Relationship Management / Account Management
Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
Financial Advice
Conduct comprehensive financial planning and advice services for more complex client situations.
Sales
Deliver mostly routine sales support services.
Operational Compliance
Develop knowledge and understanding of the organization’s policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
Communicates Effectively
Customer Focus
Decision Quality
Ensures Accountability
Manages Complexity
Optimizes Work Processes
Plans and Aligns
Tech Savvy
Education
Bachelor Of Business
Closing Date
25 March 2025 , 23:59
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