Business Development Officer – SME Market Segment

Business Development Officer – SME Market Segment at Britam

Business Development Officer – SME Market Segment at Britam

Job Purpose:
Responsible for growth of SME businesses and onboarding of NSSF Tier II business to meet set business targets

Key responsibilities:

1. Acquire and onboard SME businesses by identifying and exploiting business opportunities.

2. Onboard NSSF Tier II business as per set targets.

3. Qualify and onboard SME champions, supervise the champions and make recommendation on supporting and improving the them.

4. Meet set production and other departmental targets.

5. Vett and qualify all attendance schedules of workshop attendees to ensure they meet set criteria and parameters.

6. Coordinate SME mini workshops and main workshops as per set schedule with other support departments – marketing, procurement etc.

7. Follow up all workshop attendees to ensure close or loss with justified reasons for loss.

8. Prepare summary reports of all workshops held highlighting success areas and areas of identified for improvement.

9. Support and train Champions and intermediaries on SMEs and NSSF Tier II as per set calendar.

10. Prepare sales presentations for upcoming workshops, trainings and to prospective customers for self and also to support champions and intermediaries.

11. Accompany champions and intermediaries for identified customer visits and presentations.

12. Develop cordial working relationships with all intermediaries, partners and customers and report any conflicts while maintain a schedule of all reported conflicts.

13. Handle any queries and concerns as per agreed TATs to ensure delivery of exceptional customer service.

14. Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors’ products.

15. Prepare and maintain weekly and adhoc reports as required.

16. Prepare and maintain an updated sales pipeline.

17. Regular training of champions, intermediaries and partners on SME and NSSF Tier II solutions, business acquisition skills and company processes.

18. Liaise internally with other members of the team to ensure effective and efficient execution of customer, champions and intermediary requests.

Knowledge, experience and qualifications required:

• Bachelor’s degree in a business-related field.

• Professional qualification in Insurance such as ACII (Associate of the Chartered Insurance

  Institute) or AIIK (Associate of the Insurance Institute of Kenya).

• TDPK qualification is an added advantage.

• 2–4 years of relevant experience within the insurance industry.

• Demonstrated ability to drive business growth, manage client relationships, and meet performance targets.

Key Competencies:

• Strong understanding of, Retirement Benefits Solutions, insurance products, markets, and regulatory frameworks.

• Excellent communication and negotiation skills for engaging clients and stakeholders.

• Analytical ability to identify opportunities and assess market trends.

• Proven track record in business development, sales, or client acquisition.

• Ability to work independently while contributing to team objectives.