Relationship Officer BD

Duties & Responsibilities

Design and implement effective marketing strategies to sell insurance solutions to new clients and upselling/cross selling to existing clients.

Contact potential clients and create rapport by networking, cold calling, using referrals etc.

Develop leads, schedule appointments and collect information from clients on their risk profiles in order to offer them customized solutions.

Establish strong customer and community relationships plus follow up with customers as needed.

Launch and track insurance claims with claims department to ensure client and company satisfaction and solidify trust and safeguard reputation.

Coordinating end to end processing of bank`s IPF, disbursement and transfer of the same to Rafiki Bancassurance for issuance of annual covers to our clients on bank asset businesses.

Liaising with the finance team in coordinating debtors’ reports and action points identified from time to time, reviewing and monitoring status of debt levels and time on risk considerations.

liaising with Rafiki Microfinance Bancassurance underwriting in negotiating on competitive rates for our clients.

Daily monitoring of Production report and ensure all branch business have been receipted, approved and posted in the production report

Ensuring Instructions to place cover from the branches are handled/dealt with within the set TAT`s and covers sent to clients

Renewals-ensuring no loss of insurance income to RMBI by at least retaining 90% of existing clients

Industries: Financial Services

Function: Others