Account Officer

Group: Retail Sales Unit Upcountry, Enugu

Division: Sales & Distribution


Job Profile

The Account Officer is to ensure sales and customer relationships are developed and maintained by providing excellent relationship management backed by innovative products and services that add value to the customer while minimizing costs and risk to the company

Functions & Responsibilities

  • Prepare periodic reports for the team
  • Assist in preparing the Team’s budget
  • Achieve premium and other performance target
  • Generate comprehensive lead list and sell various types of insurance policies to
  • Collate and manage robust customer data for analytics
  • Adopt company/regulatory policies when delivering service and regularly report to the branch office
  • Develop referral relationships with other sales representatives and customers
  • Monitor insurance claims to ensure they are settled equitably
  • Perform administrative tasks, such as maintaining records and handling policy renewals or updates.
  • Consistently close sales and achieve monthly activity KPIs and revenue goals.


Required Qualification /Experience/ Professional Membership

  • First degree in any discipline with a minimum of Second Class Honors. Relevant Master’s Degree will be an advantage
  • Professional Membership
  • A recognized professional certification will be an added advantage
  • 2-4 years relevant experience; exposure in the marketing of financial services, preferably will be an added advantage

Required Skills / Competencies

  • Financial Analysis
  • Relationship Management
  • Understanding Customer Value Proposition
  • Product Knowledge
  • Investment Management
  • Industry Knowledge
  • Marketing and Business Development
  • Customer Service Orientation
  • Excellent client relationship Visibility of market relevance & networking ability
  • Strong strategic orientation
  • Excellent customer relationship development/management


  • JOB ID:007
  • LOCATION:Lagos
  • CATEGORY:General
  • CLOSING DATE:31 May, 2017
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