Job Summary
The role holder will be responsible for marketing, customer service, public relations, operations, management and overall running of the branch. The role performs oversight functions to other core duties and staff within the assigned branch.

Key Responsibilities
Marketing strategy formulation and implementation for the region in line with overall company objectives
Contribute to the development of operational policies for the achievement of corporate plans as stipulated in the Business Strategy
Comply with and keep abreast of established policies, procedures, and applicable regulations in the branch operations for monitoring of business activities.
Lead in maintaining and improving customer service by implementing Heritage’s customer experience standards to achieve customer satisfaction.
Communicate management goals and objectives to staff through branch meetings.
Ensure staff are well supervised, trained and developed to be technically competent to perform their duties.
Ensure that the Performance Management process is embraced and continuously carried out for effective and efficient service to our customers with a view to achieve overall company business goals.
Ensure branch profitability.
Manage direct/individual clients’ sales, corporate and intermediary sales.
Identify/ develop new business opportunities and intermediaries.
Achieve branch revenue budget and growth targets.
Management of renewals/ business retention
Ensure recruitment, training, and licensing of intermediaries.
Excellent customer service and complaints handling
Manage credit control/ premium collection.
Maintain the Branch cash book.
Market research and intelligence
Ensure accurate and competitive quotations are prepared and delivered promptly to prospective clients, brokers, and agents.
General management and administration of the branch office
Foster and maintain good corporate image through liaison with all competitors, intermediaries, and the general public.
Establish and maintain a good relationship and high public relations with intermediaries and clients, including visitations.
Maintain close liaison with other departments in the Company.
Ensure safe custody of the Branch’s fixed assets by maintaining an asset register and appropriate insurances.
Prepare timely, accurate, informative reports to management for decision making.
Advise the Head, Retail Business and the Management on issues pertaining to the business.
Attend all scheduled meetings to facilitate smooth operations

Qualifications
Bachelor’s degree in insurance, Marketing, or other business-related discipline
Diploma in Insurance (ACII or AIIK)
Member of CII or IIK
Experience
10 years’ experience in the insurance industry, 3 of which should be in branch management.
Knowledge of intermediaries in the branch region and good business relationship with them.

Competencies
Good grasp and understanding of sales and marketing general insurance products.
Understanding direct, branch network and alternative distribution channels
Knowledge of insurance products
Excellent market and industry knowledge and trends of insurance sector
Knowledge of insurance regulatory requirements
Knowledge of underwriting processes, procedures, and concepts
Stakeholder management skills
Good knowledge of the branch region and its surroundings
IT literacy
Formulating strategies and concepts
Entrepreneurial and commercial thinking
Planning and organizing
Relating and networking
Working with people
Adapting and responding to change
Deciding and initiating action
Persuading and influencing
Presenting and communicating information
Leading and supervising
Creating and innovating
Adhering to principles and values
Achieving personal work goals and objectives

Method of Application
If you meet the above requirements, you are encouraged to forward your application and updated CV to vacancies@heritage.co.ke by 19th August,2023. Clearly state the job title on the subject heading.
Heritage is an equal opportunity employer and actively encourages diversity. Please note that only shortlisted candidates will be contacted.