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Bancassurance Regional Relationship Officer
Job Purpose:
The role holder will be responsible for leading and managing bank branches’ regional relationships in the domiciled region, implements the specific bank strategies at the regional level to ensure the company achieves its corporate goals in terms of growth, profitability, customer service and the set regional revenue targets. Also, to implement sales plans/actions and identify new partnerships within the region for all lines of business.
Key responsibilities:
- Work closely with the various bank branch staffs and insurance officers in the region to support business acquisition from all lines of businesses (GI, EMC, Life & Pension) and achieve the set targets.
- Analyze regional expectations and provide insights back to the business to deliver competitively on a product offering and or processes.
- Facilitate knowledge sharing and trainings to various bank branches officers and clients in the assigned regions.
- Ensures Britam Products cross-selling takes place in new and existing business across all bank partners in the regions.
- Plans and executes exciting and innovative regional sales tactics.
- Assists with regional implementation and repositioning of new product initiatives and specific bank strategies agreed at the head office levels.
- Adhere to regulatory/ compliance and internal procedures regarding bancassurance businesses.
- Ensure maintenance of a healthy sales pipeline that supports new business on boarding.
- Clearly understands sales targets set, influences, and drives the achievement of
- Bancassurance sales through optimal regional relationship management.
- Ensure timely preparation of required presentations, sales pitches and product benefits write up in the region.
- Provide quotations as and when required by bancassurance intermediaries within set out time frames.
- Ensure premium payment for all closed sales are within the company’s set credit control policy.
- Acquire and retain profitable businesses in line with acceptable loss ratios and Britam’s risk appetite.
- Perform any other duties as may be allocated from time to time and should be available for deployment to work from any of the six bancassurance demarcated regions in Kenya.
Relationship building & sales management.
- Builds, maintains, and sustain business relationships with the regional bank partners’ teams, Business development officers, Credit officers, Relationship Managers and Direct Sales teams.
- Active management of relationships with all bank branch staffs to ensure smooth running of the distribution channels in delivering targets.
- Integrate well with all members of the team into a harmonious unit committed to the team vision and direction within the team (Intra-team).
- Receptive to constructive criticism, feedback and ideas from supervisors, business partners, colleagues.
- Maintain event calendars for all partners within the region to increase team building and synergy.
- Ensure that route maps and call trees are maintained to facilitate regular engagement of officers within the region as shall be set out from time to time.
- Applies knowledge, resources, and experience to resolve problems.
- Ensure relationship building with key customers and service providers within the region.
- Ensure that a record of all partners officers is maintained and regularly updated to include location, telephone number and email address of the respective officers in the region.
- Maintain an activities tracker that ensures that all activities and initiatives are well always tracked.
Training
- Ensures empowerment trainings on products and processes to our mutual bank partners (Across all lines of businesses) takes place in the regions as and when required.
- Ensures that induction trainings are carried out for all new partner officers within the region on Britam processes and procedures.
- Ensure that customers are well appraised on the solutions taken up through training, write ups and after sales follow up for feedback.
Reporting
- Ensure that stipulated weekly and monthly reports are prepared and shared within the agreed timelines and in the format stipulated.
- Ensure monthly expense reports are prepared and submitted within the stipulated processes and procedures.
Knowledge, experience, and qualifications required:
- Bachelor’s degree in a business-related degree.
- At least 3-5 years’ experience in a similar position.
- Progress on any professional qualification i.e. AIIK.
Foundation Manager
Job Purpose:
The Foundation and Investor Relations Manager is responsible for leading the foundation’s initiatives while managing investor relations to enhance engagement and support. This role involves executing strategies that promote the foundation’s mission and impact within the community, as well as fostering strong relationships with Britam investors and stakeholders. The manager will oversee grant management, program implementation, and compliance, while also crafting effective communication strategies to convey the organization’s value proposition to the investor community.
Key responsibilities:
Foundation Operations:
- Lead the daily operations of the foundation, ensuring visibility and impact of initiatives within the
community. - Define goals and develop implementation plans for foundation initiatives aligned with the organization’s values and objectives.
- Oversee grant-making operations, including actual grant proposal preparations and actual donor identification.
- Design and implement new programs and initiatives that address community needs and align with the foundation’s mission.
- Establish and maintain systems for monitoring and evaluating the effectiveness of programs, ensuring continuous improvement.
- Conduct regular assessments to measure the social impact of foundation initiatives and write reports that can be used for Board deliberations, Donors reports and other stakeholders.
- Develop and maintain relationships with community organizations and leaders to foster collaboration and support for foundation initiatives.
- Recruit, train, and manage volunteers for various foundation programs and events.
- Ensure all foundation activities comply with applicable laws, reporting requirements, and internal policies.
- Communicate to internal stakeholders on the ongoings of the Foundation on a regular basis.
- Board reports preparations and presentations as needed.
- Marketing the Foundation to external parties and International prospective partners.
- Support the creation of presentations, press releases, and other materials for investor communications and events, including quarterly earnings calls and annual reports.
- Coordinate and schedule meetings with investors, analysts, and financial media to discuss the foundation’s impact and investment opportunities.
- Implement a system for gathering and addressing feedback from investors to enhance relationships and communication.
- Develop and implement crisis communication plans to address any potential issues that may arise in investor relations.
- Leads the use of statistical targeting to identify good-fit institutional investors.
- Delegated Authority: As per the approved Delegated Authority Matrix.
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Knowledge, experience and qualifications required:
- Bachelor’s degree in finance, Communication, Marketing, Public Relations, Nonprofit Management, or related fields.
- 4-7 years of experience in a similar role, with 2-3 years in a managerial capacity within a corporate foundation or nonprofit organization.
- Membership in relevant professional bodies (e.g., PRSK, MSK, IPRA, CIM) is preferred.
- Professional qualification in Finance/Investment (e.g., CPA, CFA, ACCA) is an advantage.
- Strong understanding of Corporate Social Responsibility (CSR) principles and practices.
- Excellent communication and interpersonal skills, with the ability to build relationships with diverse stakeholders.
- Strategic thinker with the ability to translate vision into actionable outcomes.
- Experience in budget management, financial analysis, and grant-making processes.
- Commitment to social impact and community development.
Method of Application
Use the link(s) below to apply on company website.