Unit Manager Job Description

Job Summary

About NIC Life Assurance Company

Key Responsibilities

• Recruit, onboard, and develop a productive team of insurance agents.
• Build and maintain a unit consisting of at least 15 active agents.
• Identify talented individuals with potential to succeed in insurance sales.
• Conduct agent orientation, coaching, and continuous development programs.
• Support agents in achieving personal and team sales goals.

2. Sales Performance Management

• Drive achievement of unit production, productivity, and business retention targets.
• Monitor daily, weekly, and monthly sales activities.
• Develop and implement effective sales strategies to increase market penetration.
• Track agent performance and provide guidance to improve results.
• Ensure achievement of monthly, quarterly, and annual business targets.

3. Field Supervision & Team Leadership

• Conduct regular field visits to support and supervise sales agents.
• Monitor customer engagement activities and sales processes.
• Hold daily sales huddles and weekly team meetings to review performance.
• Motivate and inspire team members to achieve excellence.
• Create a positive, accountable, and high-performance sales culture.

4. Training, Coaching & Capacity Building

• Identify skills gaps and training needs within the sales team.
• Organize coaching sessions and sales development activities.
• Provide mentorship to improve agent productivity.
• Train agents on insurance products, customer service, and sales techniques.
• Promote continuous learning and professional growth.

5. Business Growth & Customer Retention

• Develop strategies to increase insurance sales and customer acquisition.
• Ensure policies generated by agents remain active through proper customer follow-up.
• Promote excellent customer relationships and service delivery.
• Monitor business persistency and retention rates.
• Support agents in building long-term customer relationships.

6. Reporting & Performance Tracking

• Prepare and submit weekly progress reports to management.
• Maintain accurate records of agent activities and sales performance.
• Analyze sales reports and recommend improvement strategies.
• Monitor key performance indicators (KPIs) including:
  • Agent recruitment and retention.
  • Premium production.
  • Number of policies sold.
  • Agent productivity.
  • Business persistency.
  • Training activities.

7. Regulatory Compliance & Ethical Standards

• Ensure compliance with company policies, insurance regulations, and industry standards.
• Obtain and maintain authorization from the Insurance Regulatory Authority of Uganda (IRA) to operate as an insurance agent.
• Complete and pass the Certificate of Proficiency (COP) in Insurance examinations within the required timeframe.
• Promote ethical sales practices and professional conduct.
• Ensure all insurance transactions meet regulatory requirements.

Required Qualifications

• Bachelor’s Degree in:
  • Business Administration
  • Marketing
  • Sales
  • Insurance
  • Finance
  • Economics
  • Commerce
  • Any related field from a recognized institution.

• Diploma qualification combined with strong sales management experience.

Professional Qualifications

• Certificate of Proficiency (COP) in Insurance or willingness to obtain it.
• Registration and licensing with the Insurance Regulatory Authority of Uganda (IRA) as an Insurance Agent.
• Additional qualifications in:
  • Sales Management
  • Leadership
  • Insurance
  • Financial Services

Experience Requirements

• Minimum 2–3 years of experience in:
  • Insurance sales
  • Business development
  • Marketing
  • Financial services
  • Direct sales
• Experience leading, supervising, or mentoring a sales team is highly desirable.
• Previous experience in:
  • Life insurance
  • Banking
  • Microfinance
  • SACCOs
  • Telecommunications
  • FMCG

Key Skills & Competencies

• Strong ability to recruit, motivate, coach, and develop sales teams.
• Ability to build a high-performing and results-driven team.
• Strong people management skills.

• Proven ability to achieve and exceed sales targets.
• Strong customer acquisition and relationship management skills.
• Ability to develop effective sales strategies.

• Excellent presentation, negotiation, and interpersonal skills.
• Ability to communicate effectively with customers, agents, and management.

• Strong organizational and time management skills.
• Ability to prepare accurate reports and analyze sales performance.

• High integrity and ethical conduct.
• Self-driven and target-oriented.
• Ability to work under pressure.
• Strong problem-solving skills.
• Proficiency in Microsoft Office applications including Excel, Word, and PowerPoint.

Key Performance Indicators (KPIs)

• Number of active insurance agents recruited and retained.
• Unit premium production growth.
• Number of policies successfully sold.
• Agent productivity levels.
• Customer retention and policy persistency rates.
• Sales team training and development activities.
• Compliance and quality of insurance business.
• Achievement of monthly, quarterly, and annual sales targets.

Career Growth Opportunities

• Senior Unit Manager
• Regional Sales Manager
• Agency Manager
• Branch Manager
• Head of Sales
• Business Development Manager

How to Apply