Job Description
Sales Jobs. I&M Bank Jobs
Job Purpose
The job holder is responsible for driving the growth of medical insurance business across the bank branches and generating non-funded income through acquisition, cross-selling, and retention of medical policies.
Key Responsibilities
- Prospect and acquire new clients for medical insurance (corporate, SME, retail, and chamas).
- Prepare medical quotations, negotiate terms with clients, and close sales.
- Drive sustainable growth of the medical insurance portfolio across assigned branches and corporate clients.
- Send renewal notices, follow up with clients, and achieve at least 90% retention of existing medical clients.
- Hold service-level meetings with existing clients to strengthen relationships and address and any matter raised.
- Make client visits and review scope of cover ensuring needs are addressed and conduct member education sessions on existing clients.
- Collect premiums as per laid down procedures and liaise with finance for receipting.
- Guide clients in completing medical proposal forms and declarations, ensuring smooth onboarding.
- Support claims documentation by guiding clients on claim forms, requirements, and submissions.
- Cross-sell and upsell additional medical benefits (e.g., wellness, maternity, dental, optical) to existing customers.
- Train branch staff, DSEs, and RMs on medical insurance products.
- Execute day-to-day operations across branches, handling enquiries, underwriting, policy delivery, and KYC compliance.
- Build and maintain strong business relationships with BMs, branch staff, and RMs to generate warm medical business leads.
- Ensure compliance with all regulatory and internal policies on bancassurance medical business.
- Monitor portfolio performance and provide pipeline/renewal reports.
- Any other official duties as assigned
How to Apply
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