Branch Manager at Heritage Insurance

Branch Manager at Heritage Insurance…See Details on how to apply for the opportunities available at Heritage Insurance.


At Heritage where we provide short term insurance products, we pride ourselves on our history of claims payment. This was recently recognized when we won the award for Outstanding Insurance Underwriter in Claims Settlement as nominated by members of the Association of Insurance Brokers of Kenya. We are also rated AA- by Global Rating Company (GRC), for amongst other reasons, our high claims paying ability. This is one of the highest international ratings awarded to a Kenyan insurer.


Job Summary

The role is responsible for marketing, customer service, public relations, operations, management and overall running of the branch. The role performs oversight functions to other core duties and staff within the assigned branch.

Key Responsibilities


  1. Marketing strategy formulation and implementation for the region in line with overall company objectives
  2. Contribute to the development of operational policies for the achievement of corporate plans as stipulated in the Business Strategy
  3. Comply with and keep abreast of established policies, procedures, and applicable regulations in the branch operations for monitoring of business activities
  4. Lead in  maintaining  and  improving  customer  service  by  implementing  Heritage’s  customer  experience standards to achieve customer satisfaction
  5. Communicate management goals and objectives to staff through branch meetings
  6. Ensure staffs are well supervised, trained and developed to be technically competent to perform their duties
  7. Ensure that the Performance Management process is embraced and continuously carried out for effective  and  efficient  service  to  our  customers  with  a  view  to  achieve  overall  company  business goals
  8. Ensure branch profitability


  1. Manage direct/individual clients’ sales, corporate and intermediary sales
  2. Identify/ develop new business opportunities and intermediaries
  3. Achieve branch revenue budget and growth targets
  4. Management of renewals/ business retention
  5. Ensure recruitment, training and licensing of intermediaries
  6. Excellent customer service and complaints handling
  7. Manage credit control/ premium collection
  8. Maintain the Branch cash book
  9. Market research and intelligence
  10. Ensure accurate and competitive quotations are prepared and delivered promptly to prospective clients, brokers and agents
  11. General management and administration of the branch office
  12. Foster and maintain good corporate image through liaison with all competitors, intermediaries and the general public
  13. Establish and maintain a good relationship and high public relations with intermediaries and clients, including visitations
  14. Maintain close liaison with other departments in the Company.
  15. Ensure safe custody of the Branch’s fixed assets by maintaining an asset register and appropriate insurances
  16. Prepare timely, accurate, informative reports to management for decision making
  17. Advise the Head, Retail Business and the Management on issues pertaining to the business
  18. Attend all scheduled meetings to facilitate smooth operations



  1. Bachelor’s degree in Insurance, Marketing or another business-related discipline
  2. Diploma in Insurance (ACII or AIIK)
  3. Member of CII or IIK


  1. 10 years’ experience in the insurance industry, 3 of which should be in branch management
  2. Good knowledge of Nanyuki region and the environs


  1. Sales and marketing skills
  2. Managing and executing strategy
  3. In-depth understanding of insurance operations and concepts
  4. Knowledge of insurance regulatory requirements
  5. Knowledge of underwriting processes, procedures and concepts
  6. Insurance product knowledge
  7. Stakeholder management skills
  8. Knowledge of intermediaries in the region and good business relationships with them
  9. IT literacy

Method of Application

Submit your CV, copies of relevant documents and Application to  [email protected]
Use the title of the position as the subject of the email

Closing Date : 13 October. 2021

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