Bancassurance Officer at C & I Leasing Plc

Summary

• We seek to hire apt and dynamic candidates who will function as Banc assurance Officer who will be stationed to administer insurance products and offer advisory services.

Job Description
Attending insurance related meetings:

• Working closely with our branches and agents to provide policies to the clientele.
• Managing our promotions and campaigns.
• Attending monthly reconciliation meetings with the team.

Product Marketing:

• Preparation of proposals/Product papers.
• Achieving the assigned target in terms of revenue.

Customer Retention and Acquisition:

• Sending out and follow up of Monthly Renewals.
• Soliciting for new businesses.
• Managing 3rd party relationships.
• Generation, monitoring and publish monthly(Life and General Business) Global and Retail reports on Production and Collection
• Monthly reconciliation to ensure our figures is accurate.

Bancassurance Administrative Functions:

• Day to day activities of the channel’s management for both Life and General Business activities.
• Market and product research analysis. (Customer intelligence & Competitors intelligence) to know what products to improve on.
• Prepare Admin Fee and follow up to ensure timely remittance.
• Follow up on outstanding premiums and yet to be renewed policies.
• Review and act on all documents going to and from the client.
• Process all Co - insurance transactions
• Claims (Life and General Business)
• Finance (Life and General Business).

Qualifications/Skills/Experience

• Bachelor’s Degree in Economics, Business Studies or any related field
• A minimum of 2 years’ sales experience in the financial sector.
• Ability to maintain high grooming standards.
• Experience in customer service.
• Excellent marketing and negotiation skills.
• Good relationship management skills.
• Ability to self-motivate and manage self.
• Good I.T, budget and report writing skills.
• Excellent communication and interpersonal skills.
• Good planning and organizational skills.
• The ability to understand and analyse sales figures.