APA Insurance Company

KEY PRIMARY RESPONSIBILITIES

<ul>
	<li>Collaborate with various departments to identify and exploit cross-marketing opportunities.</li>
	<li>Develop and implement strategies to increase cross-selling and up-selling to existing clients.</li>
	<li>Monitor the renewal process to ensure timely engagement with clients.</li>
	<li>Communicate effectively with clients to discuss renewals, address their needs, and offer appropriate insurance solutions.</li>
	<li>Ensure renewals engagements are completed within set company timelines.</li>
	<li>Engage the reinsurance team promptly on various classes of cover.</li>
	<li>Negotiate policy terms and premiums to ensure they are agreed upon in a timely manner.</li>
	<li>Ensure risk surveys are conducted for risks classified under CLASS 3, 4, and 5.</li>
	<li>Oversee the implementation of recommendations for risk improvement based on survey findings.</li>
	<li>Ensure full adherence to the underwriting branch manual.</li>
	<li>Maintain accurate and up-to-date underwriting records.</li>
	<li>Recruit and manage relationships with intermediaries to foster strong partnerships.</li>
	<li>Ensure the best possible relationship with intermediaries through consistent communication and support.</li>
	<li>Provide timely and accurate insurance quotations to clients and intermediaries.</li>
	<li>Ensure all quotations are competitive and meet client needs.</li>
	<li>Ensure full compliance with Know Your Customer (KYC) requirements.</li>
	<li>Adhere to all regulatory and company policies, including credit control measures.</li>
	<li>Monitor and manage the credit control process to ensure timely payment of premiums.</li>
	<li>Work closely with the finance team to resolve any issues related to premium payments</li>
	<li>Any other work that may be allocated to you by your supervisor.</li>
</ul>

ACADEMIC QUALIFICATIONS

Bachelor's degree in Finance, Accounting, Business Administration, or a related field.

JOB SKILLS AND REQUIREMENTS

<ul>
	<li>Excellent communication and negotiation skills.</li>
	<li>Client-focused with a commitment to delivering exceptional service</li>
	<li>Strategic thinking and business acumen</li>
	<li>Analytical skills</li>
	<li>Presentation skills</li>
	<li>Communication and interpersonal skills</li>
	<li>Numerical Skills</li>
</ul>

PROFESSIONAL QUALIFICATIONS

<ul>
	<li>AIIK Diploma/CII</li>
</ul>

EXPERIENCE

<ul>
	<li>At least 4 years relevant experience</li>
	<li>Strong understanding of underwriting principles, risk assessment, and insurance products</li>
</ul>

Assistant Business Developer

KEY PRIMARY RESPONSIBILITIES

<ul>
	<li>Design and develop advanced, responsive, and cross-platform mobile applications using Flutter and Dart.</li>
	<li>Collaborate with designers and backend developers to create seamless user experiences and visually appealing interfaces.</li>
	<li>Collaborate with other team members to implement user stories, write tests, and continuously deliver new/improved product functionality.</li>
	<li>Write clean, efficient, maintainable, and reusable code.</li>
	<li>Integrate third-party services and APIs (e.g., Firebase, RESTful APIs) into mobile applications.</li>
	<li>Write unit tests for new and existing code.</li>
	<li>Participate in code reviews to maintain code quality and ensure best practices.</li>
	<li>Work with the incident team to identify and address support issues, debugging and troubleshooting as needed.</li>
	<li>Use Agile engineering practices and various software development technologies to rapidly develop creative and efficient solutions that enhance the organization’s technology stack</li>
	<li>Provide innovative solutions to complex business problems.</li>
</ul>

ACADEMIC QUALIFICATIONS

<ul>
	<li>Bachelor’s Degree in Information Technology / Computer Science or equivalent work experience</li>
</ul>

JOB SKILLS AND REQUIREMENTS

<ul>
	<li>Ability to work collaboratively in a team environment</li>
	<li>Real passion for development and a demonstrated appetite for continual learning</li>
	<li>Appreciation for pair programming</li>
	<li>Team-player who is positive, proactive, and a motivated self-starter</li>
	<li>Excellent written and verbal communication skills</li>
	<li>Strong analytical and problem-solving skills</li>
</ul>

PROFESSIONAL QUALIFICATIONS

<ul>
	<li>Any relevant professional qualification will be a plus</li>
</ul>

EXPERIENCE

<ul>
	<li>At least 3 years of experience in a similar role</li>
	<li>Proven experience as a Flutter Developer with a portfolio of mobile applications (iOS and Android).</li>
	<li>Proficiency in Dart programming language.</li>
	<li>Strong knowledge of Flutter SDK and associated libraries.</li>
	<li>Solid understanding of mobile architecture principles such as MVC, MVVM, or Clean Architecture.</li>
	<li>Experience with version control systems like Git.</li>
	<li>Understanding of RESTful APIs and asynchronous request handling.</li>
	<li>Experience in quality assurance processes, CI-CD, unit and integration testing.</li>
	<li>Knowledge of UI/UX design principles and familiarity with design tools such as Figma, Adobe XD, or Sketch.</li>
	<li>Experience in publishing apps to the Apple App Store and Google Play Store.</li>
	<li>Understanding of Agile methodologies and hands-on experience with task management tools like JIRA, Trello, or similar.</li>
	<li>Familiarity with Firebase, AWS, or other cloud services is a plus.</li>
</ul>

Mobile Developer

KEY PRIMARY RESPONSIBILITIES

<ul>
	<li>Meet the sales budget under the SHEild programme agreed on annually with the business.</li>
	<li>Growth and achievement of women related business/clientele as per the targets.</li>
	<li>Grow the distribution channel through the existing businesses – Direct Sales Force, Independent Agents, Financial Advisors &amp; Brokers.</li>
	<li>Lead the SHEild programme, ensuring alignment with APA’s broader strategy and ESG agenda.</li>
	<li>Drive the strategic vision for the programme by recommending and driving annual targets, KPIs, and milestones that will position APA as the preferred insurer for women in Kenya.</li>
	<li>Re-energise the SHEild programme by introducing innovative solutions and spearheading product launches that address women’s financial needs.</li>
	<li>Ensure the SHEild programme incorporates lessons learned and is scalable to other markets and customer segments</li>
	<li>Develop and manage strategic alliances and partnerships that align with the SHEild programme’s objectives, including financial institutions, NGOs, and other organisations focused on women’s empowerment.</li>
	<li>Actively manage a pipeline of partnerships, targeting at least four new partnerships annually, each contributing to revenue growth and the programme’s success​.</li>
	<li>Work Closely with internal teams to integrate partner solutions into APA’s product offerings and distribution channels.</li>
	<li>Partner with APA’s existing distribution network, including insurance agents, brokers, bancassurance, and affinity partners, to drive SHEild product sales.</li>
	<li>Collaborate with these distribution channels to ensure they have the right tools, training, and messaging to effectively promote SHEild products to women customers.</li>
	<li>Drive revenue growth by working with these partners to meet sales targets and maximise market reach, focusing on customer selected market segments i.e. low-income women, women entrepreneurs, and professional women.</li>
	<li>Regularly engage with distribution partners to gather feedback, address challenges, and ensure the consistent delivery of SHEild products and services.</li>
	<li>Establish and track key performance indicators (KPIs), such as the number of women clients, policies sold, and partnership engagements.</li>
	<li>Prepare monthly reports on the programme's progress and performance for the board, EXCO, senior leaders, and department heads.</li>
	<li>Work with the distribution team to ensure sales staff are equipped to meet women’s needs and achieve programme.</li>
	<li>Oversee the roadmap for developing new insurance solutions tailored to women, focusing on products that empower women through wealth creation and financial security.</li>
	<li>Lead the launch of new products, including regulatory processes, internal approvals, and go-to-market strategies.</li>
	<li>Monitor product performance and recommend ongoing improvements and adjustments based on market feedback and evolving customer needs.</li>
	<li>Develop and execute an internal communication plan for the SHEild programme, ensuring key messages reach the Board, EXCO, senior leaders, employees, agents, and intermediaries.</li>
	<li>Oversee the external communication strategy, including press releases, digital campaigns, and event participation to enhance visibility for the programme.</li>
	<li>Engage influencers and thought leaders to promote the SHEild programme as a key initiative for women’s empowerment in the insurance industry while tracking the delivery from these initiatives to the revenues.</li>
	<li>Collaborate with senior leaders across APA’s business lines to embed the SHEild programme into daily operations.</li>
	<li>Work with the marketing team to develop gender-sensitive campaigns and ensure effective internal and external communication of the programme’s goals and achievements.</li>
	<li>Coordinate with the distribution team to integrate best practices for serving women customers in the sales cycle​.</li>
	<li>Ensure the SHEild programme integrates gender sensitivity across all business lines, from customer service to employee training.</li>
	<li>Develop gender sensitivity training modules for onboarding new employees and ensuring ongoing education across the organisation.</li>
	<li>Identify and manage a task force of internal gender champions to promote the programme's objectives within APA​ Apollo Group.</li>
</ul>

ACADEMIC QUALIFICATIONS

<ul>
	<li>
	Bachelor’s degree in Business, Marketing, Finance, or related fields. A Master’s degree is an added advantage.
	</li>
</ul>

JOB SKILLS AND REQUIREMENTS

<ul>
	<li>Strong leadership and strategic vision with a proven ability to drive results and lead cross-functional teams.</li>
	<li>Proven ability to drive sales.</li>
	<li>Deep understanding of gender issues and experience in developing women-centric products and services.</li>
	<li>Excellent communication and negotiation skills, with the ability to influence stakeholders at all levels.</li>
	<li>Experience in insurance product development, partnerships, and project management.</li>
	<li>Proven track record in delivering business growth through innovation and customer-centric solutions.</li>
	<li>High level of comfort working in a dynamic and fast-paced environment, with a hands-on approach to driving programme success.isations.</li>
</ul>

PROFESSIONAL QUALIFICATIONS

<ul>
	<li>Any relevant professional qualification is an added advantage.</li>
</ul>

EXPERIENCE

<ul>
	<li>At least 5 years of experience in insurance or financial services, with a focus on product development, women’s empowerment, or ESG initiatives.</li>
	<li>Experience in leading cross-functional teams and managing strategic programmes or initiatives.</li>
	<li>Demonstrated experience in working with senior leadership and managing partnerships with external organisations.</li>
</ul>

Program Lead- Contract

About the job
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
<ul>
<li>Provide financial planning support to clients</li>
<li>Support investment professionals to cultivate client relationships</li>
<li>Prepare financial plans and check their accuracy</li>
</ul>
Qualifications
<ul>
<li>mean grade C</li>
<li>College certificate</li>
<li>1+ years' of industry experience</li>
<li>Strong understanding of the investment business</li>
<li>Excellent interpersonal skills</li>
<li>idea o finance and sales</li>
</ul>

Financial Advisor

KEY PRIMARY RESPONSIBILITIES
<ul>
<li>Sourcing and procuring of business in line with the set targets/budgets;</li>
<li>Addressing client/customer inquiries and feedback within the timelines stipulated in the service charter and/or SLAs signed with respective clients;</li>
<li>Reviewing the performance of risks through loss ratio reports for both new and existing business;</li>
<li>Supporting in premium collection;</li>
<li>Preparing weekly and monthly reports giving details of individual performance on business acquired/lost and feedback on market practices from customers;</li>
<li>Initiating and strengthening direct business relationships with existing and prospective clients to achieve performance targets;</li>
<li>Should be well versed and knowledgeable with the coastal insurance market</li>
<li>Should be well grounded in Life Insurance Products i.e. Group &amp; Credit Life; Pensions and Annuity lines of business</li>
<li>Should have excellent interpersonal skills and the proven ability to work with coast based intermediaries including brokers; agents and bank agents with the aim of establishing and sustaining long-term mutually beneficial business relationships</li>
</ul>
ACADEMIC QUALIFICATIONS
<ul>
<li>Bachelor’s degree in a relevant field</li>
</ul>
JOB SKILLS AND REQUIREMENTS
<ul>
<li>Team Player</li>
<li>Negotiation Skills </li>
<li>Interpersonal andCommunication skills</li>
</ul>
PROFESSIONAL QUALIFICATIONS
<ul>
<li>
Progress in ACII/AIIK
</li>
</ul>
EXPERIENCE
<ul>
<li>
At least 2 years of relevant experience 
</li>
</ul>

Business Development Officer

KEY PRIMARY RESPONSIBILITIES
<ul>
<li>Secure new health business directly and through intermediaries as per set targets </li>
<li>Generate new business leads through various sources such as cold calls, networking events, and referrals.</li>
<li>Generate retail and corporate quotations.</li>
<li>Engage with potential clients, showcase the benefits of our offerings, and effectively close sales</li>
<li>Build and maintain relationships with clients by providing excellent customer service.</li>
<li>Analyse clients' current insurance policies and suggest add-ons or new policies to better suit their needs.</li>
<li>Stay up-to-date with changes in the international medical insurance industry and new products in the market</li>
<li>Prepare and vet on boarding documents to medical underwriting team</li>
<li>Update the sales pipeline and production reports for IPMI business.</li>
</ul>
ACADEMIC QUALIFICATIONS
<ul>
<li>
Bachelor’s degree in Business or an equivalent.
</li>
</ul>
JOB SKILLS AND REQUIREMENTS
<ul>
<li>Teamwork skills</li>
<li>Interpersonal and Communication skills</li>
<li>Analytical skills</li>
<li>Excellent sales and marketing skills</li>
<li>Knowledge of health insurance products, concepts and procedures</li>
</ul>
PROFESSIONAL QUALIFICATIONS
<ul>
<li>Progress towards Diploma in Insurance ACII/ Diploma in Insurance</li>
</ul>
EXPERIENCE
<ul>
<li>2 years proven work experience in IPMI Sales or similar role in the insurance industry</li>
<li>Good comprehension of the IPMI insurance plans/products</li>
<li>Experience in delivering client-focused solutions and in creating long-lasting relationships</li>
<li>Excellent communication, presentation and customer service skills</li>
<li>Ability to analyse client information and provide appropriate recommendations</li>
<li>Self-motivated and able to work independently as well as part of a team</li>
</ul>

Business Development Officer - International Private Medical Insurance( IPMI)

KEY PRIMARY RESPONSIBILITIES
<ul>
<li>Preparing Policy documents, certificates, endorsements and other official company documents in line with the company’s underwriting manual</li>
<li>Authorize debit notes, certificates, endorsements as per authorization framework</li>
<li>Addressing enquiries and feedback from clients within the timelines stipulated in the service charter and/or SLAs signed with respective clients;</li>
<li>Observing strict adherence to cash and carry rule and/or company credit control policy and escalating exceptions;</li>
<li>Addressing reconciliation issues in liaison with the finance department and the client/intermediary</li>
<li>Responding to internal and external audit queries and implementation of recommendations;</li>
<li>Complying with statutory, regulatory and internal control processes at the business units;</li>
<li>Responsible for timely renewal invitations, processing of payments and renewal confirmation as per company guidelines</li>
<li>Maintaining accurate records in the EDMS and confidential maintenance of medical examination reports and up to date record on follow up of medical requisitions, premiums, PIN numbers and renewal confirmations as per the set timelines</li>
<li>Participating in company CSR and brand building activities in liaison with other departments.</li>
<li>Identify and prepare commission/commission statements on weekly basis</li>
</ul>
ACADEMIC QUALIFICATIONS
<ul>
<li>Bachelor’s degree in Insurance/Actuarial Science or an equivalent.</li>
</ul>
JOB SKILLS AND REQUIREMENTS
<ul>
<li>Teamwork skills</li>
<li>Interpersonal and Communication skills</li>
<li>Time management skills</li>
<li>Good negotiation skills</li>
</ul>
PROFESSIONAL QUALIFICATIONS
<ul>
<li>
Progress in IIK Diploma or CII diploma
</li>
</ul>
EXPERIENCE
<ul>
<li>At least 2 years relevant experience</li>
</ul>

Group/Credit Life Administrator

PURPOSE:
Responsibilities of the Actuarial Analyst include Pricing and Product Development on Microinsurance business, facilitating product approval, analyzing and reporting on insurance contract liabilities, risk-based capital modelling for the micro-insurance segment, IFRS 17 Reporting, and compliance with various regulations and requirements.
KEY PRIMARY RESPONSIBILITIES:
<ul>
<li> Actuarial Valuation: Validating data and performing actuarial valuation, including setting up valuation models and estimating actuarial liabilities (UPR, OCR, IBNR, IBNER, DAC, UARR, ULAE, etc.) to ensure that the company's financial statements are accurate and comply with regulatory requirements.</li>
<li> Insurance Contract Pricing: Reviewing pricing of insurance contracts/products and developing pricing calculators to ensure that they are priced competitively and meet business objectives.</li>
<li> Product Performance Review: Assessing sales volumes, claims experience, expenses, and</li>
<li>distribution setup to identify areas for improvement and ensure that products are meeting business objectives.</li>
<li> Product Development: Conducting research, developing pricing models, conducting profit testing, and other actuarial modeling/testing to ensure that products are priced appropriately and are profitable.</li>
<li> Risk-Based Capital Modeling: Computing risk-based capital on a monthly basis and advising management accordingly to ensure that the company has adequate capital to support its microinsurance operations.</li>
<li> External Actuary Liaison: Liaising with external actuaries and providing them with the necessary information, documents, and records to execute their work in a timely manner.</li>
<li>Working with external actuaries to provide value-adding reports to the business.</li>
<li> Management Reporting: Supporting the preparation of monthly management reports.</li>
<li> Annual Financial Statements and Board Papers: Supporting the preparation of annual financial statements, board papers, annual budgets, and other strategic plans.</li>
<li> Any other duties as assigned by supervisor.</li>
</ul>
ACADEMIC QUALIFICATIONS
<ul>
<li> Bachelor’s Degree in either Actuarial Science, or Data Science, or Statistics, or Computer Science, or any other related field.</li>
</ul>
PROFESSIONAL QUALIFICATIONS
<ul>
<li> Progress in Professional Examinations, with at least 2 papers completed.</li>
</ul>
KNOWLEDGE AND EXPERIENCE
<ul>
<li>Position: Actuarial Analyst Department: Actuarial</li>
<li>Reports To: Group Actuary Supervision: None</li>
<li>Employment Type: Contract Location: Nairobi</li>
<li> 1 year of experience</li>
</ul>
SKILLS AND ATTRIBUTES
<ul>
<li> Proficiency in Word, Advanced Excel, PowerPoint.</li>
<li> Good programming skills: Oracle BI/Python/R/C++/Power BI.</li>
<li> Good knowledge of regional financial &amp; Insurance regulatory requirements.</li>
<li> Strong communication and written skills, and proficiency in English.</li>
<li> Displays high motivation, flexibility, adaptability, initiative, self-drive, and is a fast learner.</li>
</ul>

Actuarial Analyst

PURPOSE: 
We are seeking a highly motivated and detail-oriented individual to join our team as an Agency Support Specialist – Learning &amp; Development. The successful candidate will be responsible for the supervision and coordination of all aspects of the Retail Life learning and development activities including; managing, directing, administering, and coordinating all learning activities, physically and through the learning management system in support of policies, goals, culture, core values and objectives established for Individual Life Division. This is in-line with all applicable laws and regulations countrywide and supporting all agency related support areas as assigned from time to time.
KEY PRIMARY RESPONSIBILITIES: 
Technical
<ul>
<li> Design and deliver blended learning experiences including virtual instructor-led training (VILT), in-person workshops, eLearning, videos, and performance support resource.</li>
<li> Develop goal-driven content following instructional design models.</li>
<li> Partner with the group-wide L&amp;D teams to manage the content development roadmap and production schedule.</li>
<li> Utilize the learning management system and other technologies to deliver interactive, multimodal learning.</li>
<li> Conduct research with subject matter experts to produce specialized training as needed.</li>
<li> Coach and mentor agency sales teams and staff participating in sales mentoring programs.</li>
<li> Promote peer learning by facilitating discussions within the agency forums.</li>
<li> Collaborate with leadership to ensure training aligns with the departmental strategic priorities.</li>
<li> Utilize training data, surveys, and KPIs to measure impact and continuously improve offerings.</li>
<li> Partner with key stakeholders in other departments to achieve shared goals.</li>
<li> Full optimization of the Learning Management System (LMS) for cost efficiencies.</li>
<li> Responsible for proper user rights assignment to maintain proper LMS system security.</li>
<li> Create, manage, and enforce LMS standards, policies, and procedures.</li>
<li> Develop and design learning material, coordinate, and review educational content, and incorporate current technology in developing specific e-Learning curriculum.</li>
<li> Champion the deployment of learning programs including uploading and updating courseware and curriculum, training assignments, learner notification text and rules in LMS.</li>
<li> Utilize knowledge of LMS capabilities to recommend delivery strategies that yield a rich, meaningful, and dynamic end-user experience.</li>
<li> Utilize LMS reporting capabilities and developing custom reports to assist with planning and managing the company’s training and development initiatives.</li>
<li> Manage eLearning content from vendors to ensure it is compatible with the LMS.</li>
<li> Work with Instructional Designers, Graphic Designers, and programmers to support eLearning content requirements.</li>
<li> Offer first line of support for users with system access challenges.</li>
<li> Coordinating learning and development initiatives for the individual life sales units.</li>
<li> Providing monthly analytics reports to the Individual life management team on learning status.</li>
<li> Facilitating, coordinating, tracking, and reporting the L&amp;D activities of the sales force and keeping proper records for each code.</li>
<li> Support the on-boarding of sales teams and equipping them with the necessary tools of trade.</li>
<li> Facilitating and organizing national and regional awards forum for the sales team.</li>
<li> Supporting the learning and development of the sales force through the APA Life Sales Force Academy.</li>
</ul>
Process Efficiencies
<ul>
<li> Auditing, reviewing and improving learning and development processes through data analytics</li>
<li> Conduct continuous L&amp;D gap analysis to identify improvement opportunities that optimize the learning management system</li>
<li> Assists with agents complaints and develop recommendations as needed</li>
<li> Automate all manual process and create reports on BI for L&amp;D</li>
<li> System optimization, testing and implementation of all L&amp;D</li>
</ul>
Regulation and Compliance
<ul>
<li> Champion compliance with all applicable laws and regulations related to individual life business</li>
<li> Vetting and processing application for ECOP in line with the set company guidelines in collaboration with the respective approved institutions of learning</li>
<li> Tracking IRA &amp; AKI reports/returns relating to agency sales force to ensure they are up to speed with the current trends that leverage their skills to unlock qualification</li>
<li> Champion overall compliance of the sales force to the set standard operating procedures and applicable laws within the sales channels</li>
<li> Champion correctional measures to resolve the audit findings within the department in respect to learning and development</li>
</ul>
Customer Experience
<ul>
<li> Liaise with interfacing business units within the department on feedback from intermediaries to provide accurate process information at all times</li>
<li> Build relationships with distribution channel colleagues and key stakeholders in the business, whilst ensuring that your learning and development decisions are optimal.</li>
</ul>
Leadership and Management
<ul>
<li> Train, coach and mentor sales managers and financial advisors in order to improve performance and increase cohesion within the agency and the business unit.</li>
<li> Own and direct learning and development outcome for the sales force within the individual life department</li>
<li> Represents the department, as requested by the Senior Leaders, in internal or external meeting or events</li>
<li> Plan regular agency contact and visits to agencies to drive increased career path knowledge</li>
<li> Take custodian of the Knowledge management and communication for L&amp;D</li>
</ul>
ACADEMIC QUALIFICATIONS
<ul>
<li>Bachelor's degree in a business-related field, BEd, IT or HR.</li>
</ul>
PROFESSIONAL QUALIFICATIONS
<ul>
<li>Progress in Relevant professional qualification ACII/IIK/LOMA/LIMRA or an equivalent</li>
</ul>
KNOWLEDGE AND EXPERIENCE
<ul>
<li>Minimum 6 years’ experience with 3 years directly in Learning &amp; Development</li>
<li>Experience of working with learning management systems is a MUST.</li>
<li>Prior experience in training life insurance sales teams is a plus</li>
<li>Demonstrated experience of data analysis and reporting.</li>
</ul>
SKILLS AND ATTRIBUTES
<ul>
<li>Excellent IT skills, including proficiency in the full Microsoft Office suite.</li>
<li>Knowledge of learning and development activities</li>
<li>Exceptional communication, coaching, and mentoring skills</li>
<li>Excellent interpersonal and customer excellence skills</li>
<li>Evidence of strong administrative and organizational skills</li>
<li>Strong team player, able to work effectively with diverse user groups.</li>
<li>Ability to work appropriately with highly confidential information.</li>
<li>Presentation and interpersonal skills</li>
<li>Leadership and time management skills</li>
<li>Strong analytical and problem-solving skills.</li>
<li>Critical thinking and decision making skills</li>
<li>Excellent attention to detail and organizational skills.</li>
<li>Ability to work independently and manage multiple priorities</li>
</ul>

Agency Support Specialist – Learning & Development (L&D)

PURPOSE: 
We are seeking a highly motivated and detail-oriented individual to join our team as a Manager, Intermediary Management. The successful candidate will be responsible for supervision and coordination of all aspects of the Retail Life intermediary management activities, ensuring accuracy and compliance with all applicable laws and regulations countrywide.
KEY PRIMARY RESPONSIBILITIES: 
Technical Responsibilities
<ul>
<li> Overseeing the day-to-day operations of intermediaries and ensuring they are receiving efficient and effective services.</li>
<li> Building and maintain strong relationships with intermediaries and other stakeholders.</li>
<li> Providing support and guidance to intermediaries on operational and regulatory matters.</li>
<li> Developing and implementing policies and procedures to ensure the effective and efficient operation of intermediaries.</li>
<li> Continuously identify and implement process improvements to enhance operational efficiencies and to reduce cost.</li>
<li> Monitoring and analyzing performance data to identify areas for improvement and implementing changes as necessary.</li>
<li> Ensuring compliance with regulatory requirements and industry standards.</li>
<li> Collaborating with other departments to resolve operational issues and improve processes.</li>
<li> Working with the training person to develop training programs for intermediaries on new products, processes, and procedures.</li>
<li> Participating in the development of new products and services and the implementations of changes to existing ones.</li>
<li> Identify, assess, and manage operational risks ensuring that appropriate controls are in place to mitigate those risks.</li>
<li> Build and maintain relationships with key stakeholders to ensure smooth and effective operations.</li>
<li> Providing regular reports and updates to management on the performance of intermediaries.</li>
<li> Lead and oversee timely end-to-end processing of commissions, retainers and careerpath benefits/awards due to the sales channels and take custody of accurate records</li>
<li> Keeping track of sales force account debits and credits, processing advances and recovering advances granted within company policies and ensuring clearance during exits.</li>
<li> Implementing career path, Sales forces Support Benefits, and any ad hoc incentives within set company policies and timelines</li>
<li> Ensure full coordination with finance and operations departments to reconcile payroll and benefits data and resolve any discrepancies.</li>
<li> Create and manage a continuous communication strategy with sales agents in-line with performance, benefits and any other related inquiries and issues.</li>
<li> Maintain accurate and up-to-date sales force records in the payroll and benefits systems; including enrolling sales force in benefit programs, coordinating open enrolment, and managing claims at exits.</li>
<li> Co-ordinating sales management meetings for the individual life sales managers;</li>
<li> Providing monthly reports to the Individual life management team on benefits utilization</li>
<li> Facilitating, coordinating, tracking and reporting the business acquisition activities of the sales force and keeping proper records for each sales representative, employer markets and partners</li>
<li> Take custody of coding of all individual life sales teams in line with the company coding guidelines</li>
<li> Take custody of on-boarding and off-boarding of sales teams and equipping them with the necessary tools of trade</li>
<li> Facilitating and organizing national and regional awards forum for the sales team</li>
<li> Championing the L&amp;D strategy of the sales force through the APA Life Sales Force Academy</li>
</ul>
Process Efficiencies
<ul>
<li> Auditing, reviewing and improving, Recruitment and Compliance guidelines, payroll and benefits, L&amp;D administration processes through data analytics</li>
<li> Conduct continuous sales operational reviews and gap analysis to identify improvement opportunities on TATs and adherence to service charter on all agency administration levels.</li>
<li> Seek and implement innovative and cost efficient initiatives to improve processes in the department</li>
<li> Champion digital transformation of the agency administration processes and training delivery</li>
<li> Automate all manual process and create reports on BI</li>
<li> System optimization, testing and implementation</li>
</ul>
Regulation and Compliance
<ul>
<li> Ensure compliance with all applicable laws and regulations related to agency administration</li>
<li> Vetting and processing contracts for all intermediaries who qualify for contracting and updating existing agents’ records: Including organizing and chairing interviews within the sales channels</li>
<li> Preparing IRA &amp; AKI reports/returns relating to agency sales force, fully documenting in compliance with AKI and IRA requirements for licencing and registration for the sales team;</li>
<li> Champion overall compliance of Agency administration standard operating procedures and applicable laws within the sales channels</li>
<li> Champion correctional measures to resolve the audit findings within the department in respect to agency services unit</li>
</ul>
CUSTOMER EXPERIENCE
<ul>
<li> Liaise with client services and new business processing teams on feedback from intermediaries within the timelines stipulated in the service charter and/or SLAs signed with respective intermediaries</li>
<li> Provide a seamless, proactive and interactive personalized service experience to the sales force teams</li>
<li> Build relationships with distribution channel colleagues and key stakeholders in the business, whilst ensuring that your agency services decisions are optimal.</li>
</ul>
Leadership and Management
<ul>
<li> Directly manage the agency services/intermediary management staff;</li>
<li> Train, coach and mentor staff in order to improve performance and increase cohesion</li>
<li> Plan, assign and direct work; appraise performance; reward and discipline employees; address complaints and resolve problems in accordance with company policies, goals and applicable laws</li>
<li> Provide leadership, direction and management in the agency and training administration process</li>
<li> Represents the department, as requested by management, in meetings or events</li>
<li> Plan regular agency contact and visits to agencies to drive increased career path knowledge</li>
</ul>
ACADEMIC QUALIFICATIONS
<ul>
<li>Bachelor's degree in a business-related field, HR or an equivalent.</li>
</ul>
PROFESSIONAL QUALIFICATIONS
<ul>
<li>Progress in Relevant professional qualification ACII/IIK/LOMA/LIMRA or an equivalent</li>
</ul>
KNOWLEDGE AND EXPERIENCE
<ul>
<li> At least 8 years’ relevant experience with 3 years in supervisory level</li>
<li> Prior experience in Intermediary Management is a MUST</li>
</ul>
SKILLS AND ATTRIBUTES
<ul>
<li>Presentation and interpersonal skills</li>
<li>Strong organizational, Leadership and time management skills</li>
<li>Strong analytical and problem-solving skills.</li>
<li>Strong communication skills, both written and verbal.</li>
<li> Ability to work independently and manage multiple priorities.</li>
</ul>