Summary
Date Posted: Monday, May 29, 2023 , Base Salary: Not Disclosed

JOB DETAILS:
The role holder will be responsible for offering support to the Single Distribution Manager for the consistent growth of sales in the Channel. The role holder will report directly to the Single Distribution Manager

Key Responsibilities:
• In liaison with the Agency heads coordinate the licensing application process for all Financial Advisors
• Follow up and requisition for all logistical requirements for the Agency Channel in order to have them approved and settled with in a timely manner.
• Coordinate and collect financial advisors information and update their files in line with company standards.
• In liaison with the Agency heads Coordinate all training/induction of new Financial Advisors.
• Shall assist in the preparation of the Bids for Agents and ensure that these are delivered on time.
• Ensure that commissions and retainers which are due are paid to the Financial Advisors on the agreed dates a cross the single distribution Channel.
• Verification of Financial Advisors client KYC data to ensure it is captured fully on proposal forms before being submitted to underwriting
• Ensure that policy renewal notices and statements are sent to the Financial Advisors and follow-up to ensure renewal are met.
• Secretary to the Chairperson in all the Financial Advisors meetings carried out and will be tasked to submit timely minutes to management for action.
• Provide competitive quotes to agents as and when request are made for a threshold to be agreed.
• Ensure strict implementation and compliance to the cash and carry law
• Follow up with Underwriting to ensure policies and endorsements are issued in a timely manner on behalf of the agency
• Follow up on premium remittance & reconciliation for Financial Advisors’ generated businesses
• Deliver on performance requirements as defined in the departments' strategy map, balance scorecard and personal scorecard.

Knowledge, experience and qualifications required
• Bachelor’s degree in a business related field
• Demonstrated proficiency in computer/software packages e.g. Microsoft Word, Excel, and PowerPoint etc.
• 2-3 years’ experience in a similar position
• Experience working with diverse teams

Essential Competencies: Emerging Leaders in Britam need to:
• Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets;
• Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation;
• Ensure that department priorities are adhered to and effectively communicated;
• Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate;
• Embody a high performance, proactive culture;
• Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
• Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making;
• Effectively set and monitor priorities and objectives for more junior staff;
• Understand and communicate objectives in relation to the larger organizational impact;
• Effectively disseminate knowledge within the correct context, towards subordinates as well as management;
• Appropriately model the company values while setting the pace and energy for delivering;
• Effectively manage and communicate change within the department in order to increase staff and process effectiveness;
• Provide access to accurate and consistent information and services across all channels;
• Ensure a seamless experience for clients;
• Improve service delivery for clients;
• Engage in continuous brand building to become the trusted partners to clients.



Work Hours: 8

Experience in Months: 24

Level of Education: Bachelor Degree

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