Broker – Insurance Sales Corporate And SME

Position Overview Zanaco Bank Plc is inviting applications from suitably qualified and experienced individuals for the following job aimed at contributing to the Bank’s strategic vision, in the Commercial Division under the Commercial Division at Head Office – Commercial Retail: Role Description JOB PURPOSE To acquire, manage, grow and retain a profitable portfolio of corporate and SME insurance clients by identifying new business opportunities, assessing client risks, developing tailored insurance solutions, negotiating competitive terms with insurers, coordinating policy placement and renewals, and delivering responsive advisory and servicing support in line with Zanaco Insurance Brokers’ sales strategy, regulatory requirements, service standards and business objectives. Requirements Under the supervision of the , the following are among the key responsibilities: Identify, pursue and convert new business opportunities within the corporate and SME segments through client visits, referrals, campaigns, branch networks and relationship-management channels. Conduct client needs and risk assessments and recommend appropriate insurance solutions.

• Prepare and present quotations, insurance programmes, proposals, presentations and tender submissions.
• Achieve agreed premium income, commission revenue, customer acquisition, retention, cross-selling and profitability targets.
• Build and maintain strong relationships with clients, insurers, underwriters and internal stakeholders.
• Coordinate policy placement, renewals, endorsements, cancellations and related documentation, ensuring renewals are initiated before expiry.
• Negotiate competitive pricing, coverage and service terms with insurers and underwriters.
• Guide clients on claims notification requirements and liaise with relevant stakeholders to support timely claims processing and escalation.
• Support premium collection, debt management and credit-control processes by following up outstanding premiums.
• Maintain accurate client, policy, claims and sales records and prepare regular portfolio-performance reports.
• Ensure all activities comply with applicable insurance regulations, internal policies, KYC, AML, data-protection and documentation requirements.
• Uphold the highest standards of ethics, integrity and professional conduct, including declaring conflicts of interest, safeguarding confidential information and reporting suspected misconduct through approved channels.
• Perform any other responsibilities or tasks assigned by management. INTERNAL/EXTERNAL

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