Roles;
Sales Cycle
Identify potential prospective clients
Collect and collate pertinent information about the prospective clients
Approach prospective clients through cold calls and referrals
Make first presentation on capabilities
Know and understand Clients’ needs
Review clients exposures to identify gaps
Approach at least 50% of the underwriter market for negotiations
- Propose a solution to the client that meets their needs based on underwriter responses
- Propose alternative solutions to the client outside of the traditional underwriter market
- Telephone and email follow up to secure sale
- Involvement of seniors and peers to review and provide support
- Negotiate for the best price and benefits with the service providers/partners
- Negotiate suitable remuneration terms for the company (Commission, Fees etc)
- Sell additional value propositions
- Negotiate suitable payment terms
- Prepare Risk Note and get sign off from underwriter and client
- Collect membership database from the client if applicable (signed off)
- Ensure agreement on the list of service providers(garages, valuers etc) and procedures to access cover or make a claim
- Follow up for payment from the client
- Ensure account manager is fully apprised of the scheme particulars
- Prepare and attend the first member education with the account manager
- Review and approve policy document and dispatch the same to client (save copy in file)
- Notify the client of the renewal 3 months before expiry
- Achieve organic growth with all renewals (indicate amount)
Product Knowledge
- Know and understand product details of the available products in the market
- Demonstrate understanding of the limitations and extensions offered by the various underwriters on matters of concern eg terrorism
Tenders
- Intelligence / Groundwork before purchase of tender
- Accuracy of technical proposal
- Accuracy of Financial Proposal
- Proposal had best price
- Timely delivery
- Copy of tender document submitted scanned and saved in file
- RFP document saved in file
- Tender Follow up
Cross Marketing
- You must be able to originate business from and for other divisions
Product Development
- Develop new products and services to complement existing products
Consulting
- Constantly advise the team and clients on any new products
- Constantly advise the team and clients on any new developments in the insurance industry that affects the cover (eg Rule on Double Cabins)
Timelines
- Ensure all proposals are sent to the client within 5 days of request
- Dispatch of Documentation – within 14 days of cover inception
- Invoice dispatch – within 14 days of inception
- Policy document – within the 1st Month of cover
- Response to general queries – 1 day
Soft Skills
- Must have proper grooming
- Ensure Professional Email etiquette
- Telephone etiquette
- Presentation Skills
Other
- You must actively pursues personal development – professional courses, additional skills
- Any other task, requirement or role assigned by your supervisor in the day to day execution of your job
Budget
- Attainment of budget as set by your supervisor
Qualifications
- Bachelors in any business related field
- 3-4 years in similar capacity in the insurance industry
- Result oriented
- Leadership skills
How to Apply
Email your application letter and CV to jobs@jantakenya.com clearly indicating ‘Business Development Manager- Mombasa’ on the subject line by 31st October, 2015.
Do not attach any certificates.
Only shortlisted candidates shall be contacted.
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