Principal Officer - Insurance Broking

Roles and responsibilities:

- Conduct regular and systematic appraisals and evaluations of the Company's operations and keep the Directors updated on the same.

- Sourcing, managing and maintaining key relationships with external service providers.

- Develop and implement procedures and controls that will promote adequate communication and information flow which will solidify management control and direction of the organization.

- Developing a base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.

- Determining clients- particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.

- Developing a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.

- Enhancing broker sales reputation by accepting ownership for accomplishing new and different

- Direct short-term and long-term planning and budget development in line with the company's overall objectives and strategic business goals

- Establish the performance goals, allocate resources and assess policies for senior management and all staff

- A key deliverable would be to acquire, retain and create strategic partnerships to grow client base and revenue

- Giving sound insurance advisory services and support to the clients, selling insurance policies to customers.

- Design and monitor claims handling procedures for timely claims settlement for the clients as well as ensure compliance with IRA and other service level standards.

- Proper and efficient coordination and administration of insurance services in the Company

Desired Profile:

- Graduation and MBA. Preferred from a tier I/II.

- Around 20+ years of experience in similar role preferably in financial services /broking industry.

- In-dept understanding of business context.

- Excellent verbal and written communication skills and ability to liaise with multiple stake holders

- Proficient with Microsoft Office Suite or related software. Strong presentation skills.