Overall Purpose of the Job
Reporting to the Branch Manager/Business Development manager, the Unit Manager is responsible for recruiting, training, and managing a productive unit of intermediaries,ensuring they meet performance targets, comply with regulatory standards, The role involves business acquisition, team management and continuous assessment to align with the company's goals and regulatory requirements.
Key Responsibilities:
Unit Development:
Establish and maintain a unit of at least 50 productive intermediaries.
Ensure intermediaries are properly vetted, licensed, and enter valid Agency Contracts with the Company.
Recruitment and Training:
Recruit, train, coach, and motivate intermediaries to achieve business acquisition and enable you to achieve performance targets.
Performance Management:
Continuously assess and report on unit productivity and profitability in line with service delivery templates and standards.
Ensure regular and timely report are shared with the intermediaries
Business Development:
Procure and solicit business on behalf of the company to meet and exceed premium targets.
Focus on general insurance sales ( Non-Medical) from intermediaries and personal sales. You may introduce other business lines including health.
Regulatory Compliance:
Adhere to all applicable laws, Insurance Regulatory Authority (IRA) guidelines, and market conduct standards.
Obtain and maintain all necessary licenses, including IRA certification.
Observe data protection Act and AML
Client Relationship Management:
Maintain confidentiality of client information and convey accurate client information to the company.
Collect and verify client Know Your Customer (KYC) documents as required.
Grow relationship with various stakeholders including clients and intermediaries
Brand Management:
Uphold and promote the company's brand and Image in all interactions.
Organize and participate in company approved engagements and activations.
Ethical Conduct:
Avoid directly or indirectly disclosing company or client confidential information without authorization.
Ensure no premium or other monetary collections are made from clients directly to the unit manager.
Adhere to the code of conduct for unit managers
Education, Experience & Competencies
Holder of a degree will be added advantage
Diploma In insurance, COP or any other professional qualification.
Proven experience in team management, sales, and business development.
Strong understanding of insurance regulatory requirements.
Excellent communication, leadership, and organizational skills.
Ability to coach, motivate, and assess performance effectively.