Background

CDL was founded in early 2003 by its current Managing Director Lucy Mmari. Within her 14 year tenure in a well established logistics company, she honed her skill in human resources management and thereafter started CDL.

Job Purpose Statement

To oversee the branch office including its operations and staff and ensuring that branch performance targets are met.

Key duties and responsibilities

• Raise the company’s profile and enhance its visibility by positioning it strategically in the region.
• Develop effective Sales strategy and creating a sustainable and comprehensive sales plan.
• Develop effective Marketing strategy and creating a sustainable and comprehensive marketing plan.
• Gather market intelligence for the region, advising the Head of Marketing on business opportunities and areas of improvement.
• Develop an effective client management plan, including an up-to-date client portfolio and subsequently, client-retention initiatives, while minimizing attrition.
• In liaison with the marketing team, participate in product development, advising on what works in the respective area of operation.
• Preparation of branch-related statistics and sales reports as required.
• Analyze branch-related data and ensure all relevant issues relating to branch operations are identified and communicated to relevant stakeholders.
• Manage branch budget and minimize costs and expenses.
• Supervise and evaluate the performance of direct report.
• Adherence to the Service Charter.
• Any other duties as may be assigned from time to time, related to your skills, qualifications, experience and in promotion of teamwork and collaboration in the company.

Key Result Areas

• Branch performance (Regional Sales Targets)
• Customer Satisfaction Index

Staff Supervision Responsibilities

• Staff Reporting Directly to the Job Holder: Customer Service Representative

Education

• Degree in business-related course from a recognized university
• Diploma in Insurance or related insurance course is desirable.

Knowledge and Skills

• Excellent knowledge of the insurance industry
• Sound commercial awareness
• Strategic thinker
• Strong interpersonal skills
• Good communication skills

Experience

• At least 5 years’ relevant experience in the insurance sector, 2 of which should be in branch management
• Demonstrable experience in sales and marketing of insurance products

Personal Attributes

• Reliable
• Problem solver
• Leader

• Raise the company’s profile and enhance its visibility by positioning it strategically in the region.
• Develop effective Sales strategy and creating a sustainable and comprehensive sales plan.
• Develop effective Marketing strategy and creating a sustainable and comprehensive marketing plan.
• Gather market intelligence for the region, advising the Head of Marketing on business opportunities and areas of improvement.
• Develop an effective client management plan, including an up-to-date client portfolio and subsequently, client-retention initiatives, while minimizing attrition.
• In liaison with the marketing team, participate in product development, advising on what works in the respective area of operation.
• Preparation of branch-related statistics and sales reports as required.
• Analyze branch-related data and ensure all relevant issues relating to branch operations are identified and communicated to relevant stakeholders.
• Manage branch budget and minimize costs and expenses.
• Supervise and evaluate the performance of direct report.
• Adherence to the Service Charter.
• Any other duties as may be assigned from time to time, related to your skills, qualifications, experience and in promotion of teamwork and collaboration in the company.

• Excellent knowledge of the insurance industry
• Sound commercial awareness
• Strategic thinker
• Strong interpersonal skills
• Good communication skills

• Degree in business-related course from a recognized university
• Diploma in Insurance or related insurance course is desirable.