1. RELATIONSHIP BUILDING

·        Develop sound relationships with insurance industry stakeholders.

·        Build and maintain strong relationships with branch teams, Business Banking, and customers 

2. SERVICE DELIVERY 

·        Provide technical advice, guidance, and support on short-term and long-term insurance products to customers, branches, and Business Banking teams.

·        Identify, qualify, and convert leads to insurance sales to achieve business growth and revenue targets.

·        Build and maintain strong relationships with customers, branch staff, and Business Banking stakeholders.

·        Manage customer queries, policy servicing, renewals, and after-sales support to ensure a positive customer experience.

·        Maintain service excellence by adhering to agreed service level agreements (SLAs) for customer, branch, and Business Banking requests.

·        Manage quotation requests effectively, ensuring accurate and timely quotations are provided and followed through to conversion.

·        Support branch and Business Banking teams through training, coaching, and technical insurance advisory services.

3. CUSTOMER SERVICE

·        Ensures that clients are handled in a professional manner and that they are provided with accurate information about insurance products and services.

·        Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors’ products.

4. RISK MANAGEMENT

·        Ensures that all operational processes and routine aspects (e.g. documentation and filing) are in place.

·        Ensure compliance with all regulatory requirements, internal policies, and governance standards.