Principal Officer

- To provide leadership and comprehensively manage the activities of the Brokerage firm; - Source and secure new businesses, building and managing a customer portfolio; - Plan, organize and coordinate day to day running of the company - Ensure new clients are provided with quotations and continuous follow up is in place; - Respond to customer enquiries and handle customer claims; - Handle all Insurance administrative duties; -- Undertake market research in order to identify and recommend competitive products and services - Liaise with the regulator and provide all necessary reports; - Provide reports on the state of the business to senior management and the Board; - Participate in the recruitment, training and management of departmental staff. - Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining staff - Communicating values, strategies, and objectives - Assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; - Accomplish subsidiary objectives by establishing plans, budgets, and results measurements; Allocating resources; reviewing progress; making mid-course corrections. - Gaining new business by identifying and exploiting opportunities in the local market - Developing and maintaining good working relationships with clients, primarily insurance Company and distributors. - Increasing profitability of existing product lines by encouraging clients to use added value services wherever possible - Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors’ products; - Builds company image by collaborating with customers, government, community organizations, and employees; enforcing ethical business practices. - Provide leadership and vision to the organization by assisting the Board and staff with the development of long range and annual plans and with the evaluation and reporting of progress on plans. - Direct and coordinate organization’s financial and budget activities to fund operations, maximize investments, and increase efficiency. - Review financial statements, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing cost reduction and program improvement. Ensure accountability to all stakeholders - All other related duties.

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