Heritage Insurance – Branch Manager Position in Embu

Full Time
  • Full Time
  • Embu

Heritage Insurance

Heritage Insurance – Branch Manager Position in Embu

About Heritage

Heritage Insurance, a prominent insurance company affiliated with Liberty Group, a leading wealth management firm operating across 18 African countries, is seeking a dynamic Branch Manager to join our team. Our mission is to empower individuals on their financial journey by providing innovative solutions and efficient processes that adapt to changing consumer and market needs.

Job Summary

As the Branch Manager, you will play a pivotal role in overseeing marketing, customer service, public relations, operations, and the overall management of our Embu branch. Your responsibilities extend to supervising staff and ensuring the branch achieves its targets and maintains exceptional customer satisfaction.

Key Responsibilities

  • Strategic Marketing: Formulate and implement marketing strategies aligned with our company’s objectives for the region.
  • Policy Development: Contribute to the development of operational policies in line with our Business Strategy.
  • Compliance: Ensure adherence to established policies, procedures, and applicable regulations within branch operations.
  • Customer Excellence: Lead efforts to enhance customer service and satisfaction, adhering to Heritage’s customer experience standards.
  • Team Leadership: Communicate management goals and objectives to staff through regular branch meetings and oversee their training and development.
  • Performance Management: Implement effective performance management processes to achieve overall business goals.
  • Profitability: Drive branch profitability while managing sales, corporate, and intermediary channels.
  • Business Growth: Identify and develop new business opportunities and intermediaries.
  • Revenue Targets: Achieve branch revenue budget and growth targets.
  • Renewals and Retention: Manage renewals and business retention effectively.
  • Intermediary Management: Oversee the recruitment, training, and licensing of intermediaries.
  • Financial Management: Manage credit control and premium collection.
  • Market Research: Conduct market research and gather intelligence.
  • Quotation Management: Ensure prompt and competitive quotations are provided to prospective clients, brokers, and agents.
  • Administration: Oversee general management and administration of the branch office.
  • Corporate Image: Maintain a positive corporate image through relationships with competitors, intermediaries, and the public.
  • Relationship Building: Establish and nurture strong relationships with intermediaries and clients, including regular visitations.
  • Collaboration: Maintain close liaison with other company departments.
  • Asset Management: Ensure safe custody of branch fixed assets and maintain appropriate insurances.
  • Reporting: Prepare timely and informative reports for management decision-making.
  • Advisory Role: Provide advice to the Head, Retail Business and Management on business-related matters.
  • Meeting Attendance: Attend all scheduled meetings to facilitate smooth operations.


  • Bachelor’s degree in insurance, Marketing, or other business-related discipline.
  • Diploma in Insurance (ACII or AIIK).
  • Membership in CII or IIK.


  • 10 years’ experience in the insurance industry, with at least 3 years in branch management.
  • Knowledge of intermediaries in the branch region and established business relationships with them.


  • Strong understanding of sales and marketing of general insurance products.
  • Familiarity with direct, branch network, and alternative distribution channels.
  • In-depth knowledge of insurance products and industry trends.
  • Understanding of insurance regulatory requirements.
  • Proficiency in underwriting processes, procedures, and concepts.
  • Excellent stakeholder management skills.
  • Comprehensive knowledge of the branch region and its surroundings.
  • IT literacy.
  • Strong strategic thinking and commercial acumen.
  • Effective planning and organizational skills.
  • Exceptional interpersonal and networking abilities.
  • Adaptability and responsiveness to change.
  • Initiative and action-oriented mindset.
  • Persuasive and influential communication skills.
  • Proficient in presenting and conveying information.
  • Leadership and supervisory capabilities.
  • Innovative thinking and problem-solving skills.
  • Commitment to principles and values.
  • Achievement-oriented with a focus on personal work goals and objectives.

Application Procedure

If you meet the above requirements and are eager to join our team, please send your application and updated CV to vacancies@heritage.co.ke by 30th September 2023. Be sure to include the job title in the subject heading.

Heritage is an equal opportunity employer, and we actively promote diversity in our workforce. Please note that only shortlisted candidates will be contacted. Personal data collected will be used for recruitment purposes in accordance with our privacy statement on our website here.

Expert Tips To Be A Successful Applicant

  1. Tailor Your Application: Customize your application to highlight relevant skills and experiences related to the insurance industry and branch management.
  2. Showcase Leadership: Provide specific examples of how you’ve demonstrated leadership in your previous roles, especially in managing teams.
  3. Highlight Relationship Building: Emphasize your ability to build and maintain strong relationships with clients and intermediaries, as this is crucial in the insurance sector.
  4. Demonstrate Adaptability: Share instances where you’ve successfully adapted to changes in the industry or market trends.
  5. Quantify Achievements: Whenever possible, use quantifiable data to illustrate your achievements, such as exceeding revenue targets or improving customer satisfaction ratings.
  6. Stay Informed: Stay up-to-date with the latest insurance industry developments and regulatory changes to demonstrate your industry knowledge.
  7. Effective Communication: Showcase your communication skills, both written and verbal, as effective communication is vital in insurance.
  8. Innovation: Highlight any innovative solutions or processes you’ve introduced or contributed to in your previous roles.
  9. Commitment to Values: Emphasize your commitment to ethical principles and values, which are integral in the insurance business.
  10. Deadline Adherence: Ensure your application is submitted before the specified deadline to exhibit your attention to detail and punctuality.

To apply for this job email your details to vacancies@heritage.co.ke

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