Account Executive, Direct Sales

Purpose for the Job

To grow Retail and SME business by generating new business lines in all Retail Insurance Lines including Motor, Medical, Life, Pensions, SME, GI, and Home Insurance using the available Digital Solutions and other distribution lines within the Retail & SME Division.

Duties and Responsiblities

• Generate business growth through various platforms.
• Generate a prospect list for the Retail & SME.
• Ensure new business won meets the KYC documentation threshold.
• Ensure new business won is in line with the cash and carry policy/credit authorization.
• Maintain close working relationships with the Insurers.
• Grow the existing Retail business by 30% through digital sales solutions.
• Meet individual sales targets.
• Submit monthly sales reports & sales pipeline to the Head of Business Development.
• Any other duties as assigned by the supervisor.

Key Result Areas

• At least 80% growth of new business for Retail & SME.
• At least 30% of new business through digital sales assets.

Key Competencies

• Excellent communication skills.
• Systematic reasoning - Recognizes and clarifies problems.
• Product Knowledge - Fair knowledge and understanding of general insurance products.
• Quality - Demonstrates accuracy and thoroughness.
• Customer Service - Responds promptly to customer needs.
• Teamwork - Able to work in a team set up to achieve team commitments.
• Be a person of integrity.

Knowledge And Skills Required

• Two (2) years of sales experience in the Insurance/Financial Sector or FMCG.
• Experience in business development and retention.
• A proven track record of sales performance against set targets.
• Healthy knowledge of IT solutions and systems.

Professional and Academic Qualifications

The job holder must possess:

• A bachelor’s degree in a business-related field.
• Diploma in Insurance (ACII) / AIIK or Certificate of Proficiency (COP) in Insurance will be an added advantage.