Business Development Officer – Broking, Bids & Tenders

The Purpose of the role.

To manage strategic and operational activities in Broking Department to enable the company achieve its corporate goals of growth, profitability and customer service.

Key Tasks & Responsibilities

• To prepare tenders and bids for both new and renewal business for GI under broking business.
• To prepare and give a timely response to quotation requests from brokers.
• To prepare and maintain a tenders/bids or quotation pipeline for both new and renewal business and also ensure to follow up for closure of business.
• To assess the required information by coordinating response material from all parties involved and maintaining completeness of submission brought forward.
• To manage timely provision of graphic designs and visual presentations both in hard copy and digital versions of the response documents within set deadlines.
• To manage feedback from purchasers when tenders are unsuccessful in order to improve in future submissions.
• To attend Pre-bid Meetings and correspondences with purchasing authorities.
• To ensure return and cancellation of bid securities that have expired.
• Develop prospects into new GI business and thus promote business growth
• Establish and cultivate relationships with intermediaries, clients and other Old Mutual business partners.
• Assist the Business Development Manager-GI to execute the GI business Development strategic initiatives.
• Use and update the reporting format on a daily basis with activities undertaken by self or as advised by the supervisor.
• Develop strategies to grow the General Insurance broking book
• Oversee sensitizations and product trainings for clients and brokers
• Regular visits to brokers to promote good customer experience through the brokers
• Support with new broker onboarding and maintain a register of all compliant brokers with their KYCs regularly updated

Knowledge & Experience

• A University degree or equivalent with qualifications in Business Administration, Customer Service, Sales Management and Relationship Management.
• Certificate in Insurance.
• Sales and relationship management experience will be an added advantage.

Skills & Competencies

• Excellent communication and negotiation skills
• Self-starter
• Confidence
• Team player
• Highly organized
• Builds and maintains strong business relationships
• Reliable
• Creative and innovative

Anti - Money Laundering (AML) Expectation

The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

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