Main Role
To support marketing team by following up on quotations, submitting of proposals, booking Appointments, following up on payments etc.
Key Responsibilities
Acquisition of new business by following up on quotations, proposals, payments etc.
Following up on mail shots, queries, website etc.
Preparation of proposals and presentations
Liaising with identified niche markets and sending the necessary mail and follow ups
Liaising with branch staff for business.
Ensuring that all data received is put in excel format and forwarded to underwriters for quotation.
Recording all quotations requests received and all quotes done and ensure that the quotes are forwarded in good time.
Client service
Servicing of intermediary and branches by following up on and responding to queries.
Following up on client's queries, quotations, tracking payments and ensuring smooth communication.
Scheduling of meetings with new and existing clients on service matters
Preparation of scheme profiles.
Premium collection
Tracking all premium collections and advising on any outstanding premiums
Assisting on premium collections and receipting
Stationery management
maintain adequate stocks for marketing
Ensure that we maintain adequate supply of marketing and promotional materials.
Ensure that branches are adequately stocked with requisite stationery.
Maintain register of the Departments Giveaways, Calendars, Diaries, Gifts, etc Commissions
Ensure timely payment of commissions and overrides to intermediaries
Ensure prompt provision of With-holding Tax Certificates to intermediaries
Any other responsibility that may be assigned from time to time.
Minimum Qualifications & Experience
A Bachelor's degree in a business related course or its equivalent from a reputable institution.
Professional qualification in Insurance (ACII, FLMI or AIIK) is an added advantage
Relevant experience in the same role.
Proficient in Microsoft office suite
Ability to analyze and interpret statistical data
Strong people engagement and influencing skills with the ability to build relationships, communicate, present, negotiate and resolve conflicts