BANCASSURANCE OFFICER @ HERITAGE INSURANCE CO TANZANIA
A Bancassurance Officer at Heritage Insurance Co Tanzania plays a pivotal role in promoting and selling a diverse range of insurance products through established bank channels. The primary objective is to bridge the gap between banking services and insurance solutions, ensuring that bank customers have access to comprehensive risk management options. This involves deep collaboration with bank staff to identify opportunities and provide expert guidance on insurance coverage that aligns with the financial goals of the clients.
The role demands a proactive approach to sales and relationship management. The officer is responsible for meeting and exceeding sales targets by cultivating strong bonds with branch managers and relationship managers within partner banks. Additionally, the position involves technical tasks such as preparing detailed quotations and proforma invoices, maintaining a high-quality client portfolio to ensure long-term retention, and strictly adhering to regulatory standards and internal corporate policies.
The role demands a proactive approach to sales and relationship management. The officer is responsible for meeting and exceeding sales targets by cultivating strong bonds with branch managers and relationship managers within partner banks. Additionally, the position involves technical tasks such as preparing detailed quotations and proforma invoices, maintaining a high-quality client portfolio to ensure long-term retention, and strictly adhering to regulatory standards and internal corporate policies.
Key Requirements
Bsc. in Insurance and Risk Management or any business-related field.
Good Communication and interpersonal skills.
Proven negotiation skills to close insurance deals effectively.
Able to work well in a team environment.
Ability to achieve insurance sales targets provided consistently.
Skill in identifying and cultivating relationships with bank stakeholders.
Ability to prepare professional quotations and proforma invoices.
Competency in engaging potential clients to understand insurance needs.
Commitment to maintaining high client satisfaction and retention levels.
Knowledge of regulatory requirements and internal insurance policies.