Corporate Sales Executive IFA (Mombasa) - (2600005Y)

Job Description

Britam Kenya is a leading financial services group offering insurance, asset management, banking and property solutions across East and Southern Africa.

1. CORPORATE SALES EXECUTIVE IFA – MOMBASA (2600005Y)

Job Purpose

• Drive growth and retention of corporate General Insurance business through the Independent Financial Advisor (IFA) channel by managing IFA relationships, identifying new opportunities and achieving premium targets.

Key Responsibilities

• Secure new corporate General Insurance business through IFAs.
• Grow and retain existing corporate General Insurance business.
• Develop and maintain strong relationships with IFAs.
• Provide excellent service and resolve client and IFA issues promptly.
• Manage renewals to maximise retention.
• Submit proposals, risk information and required documents to Underwriting.
• Follow up on premium collections and outstanding receivables.
• Conduct initial risk assessments within approved guidelines.
• Handle policy, claims and commission-related enquiries.
• Recruit, onboard and activate new IFAs.
• Drive IFA conversion and business growth.
• Implement market and IFA-specific business development initiatives.
• Conduct General Insurance product and process training for IFAs.
• Monitor market and competitor developments and share market intelligence.
• Prepare required business performance reports.
• Collaborate with Underwriting, Claims, Finance, Branches and other departments.
• Perform any other duties assigned.

Qualifications & Experience

• Bachelors degree in Business, Insurance, Finance, Marketing or a related field.
• Professional insurance qualification such as ACII, IIK or equivalent.
• 2–4 years relevant insurance experience, preferably in General Insurance sales, business development or intermediary relationship management.

Key Competencies

• Strong knowledge of General Insurance products, policies and market practices.
• Strong IFA relationship management and business development skills.
• Proven sales and negotiation skills.
• Ability to grow and retain corporate business portfolios.
• Knowledge of risk assessment and underwriting guidelines.
• Strong communication, influencing and customer service skills.