Insurance & Ipf Sales Officer at Phoenix Capital

About the Role

We are seeking a qualified professional to join our team as an Insurance & IPF Sales Officer. In this position, you will be responsible for managing premium finance operations, driving sales growth, and maintaining excellent client relationships in the Nairobi market.

Premium Finance Coordination

• Oversee and manage the insurance premium finance process from application to approval
• Collaborate with insurance brokers, underwriters, and financial institutions to facilitate premium financing for clients
• Ensure accurate and timely processing of premium finance transactions

Sales and Business Development

• Actively promote IPF products to existing and potential clients
• Identify opportunities for cross-selling and upselling related financial products
• Achieve sales targets and contribute to the growth of the IPF business
• Plan, organize, and execute non-supervised marketing activities within Nairobi
• Generate new leads through prospecting and client conversations
• Educate and consult with clients on all insurance products and types
• Maintain and develop key accounts
• Penetrate new markets by keeping up with market demands and conducting surveys in asset finance, logbook loans, and insurance premium finance

Product Knowledge

• Stay updated on the features and benefits of the institution's IPF products and services
• Effectively communicate the value proposition of IPF offerings to clients
• Educate clients on the risks and rewards associated with IPF investments

Payment Processing

• Ensure timely and accurate processing of premium payments
• Reconcile premium finance accounts and resolve any discrepancies
• Generate and distribute invoices to clients with premium finance details

Client Relationship Management

• Build and maintain strong relationships with insurance clients
• Act as the primary point of contact for client inquiries related to premium financing
• Provide exceptional customer service to address client needs and concerns

Record Keeping

• Maintain organized and up-to-date records of premium financing transactions
• Generate reports on premium financing activity for management review