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Insurance Specialist at Standard Chartered Bank Kenya
Standard Chartered Bank Kenya
September 09, 2026
Full-time
On-site
Sales Management:
Collaborate with the frontline staff to meet potential customers and provide professional insurance planning services & presales information.
Analyse customers' financial situation and identify their financial needs, recommend relevant Insurance solutions to best suit their needs.
Recommend and decide appropriate sales distribution and delivery channels, provide quality after sales - services to maintain the customer relationship & solicit referral business to expand the customer base.
Working closely with frontline staff to optimize the sales results.
Continuous Product training & development across the specific segment.
Manage sales productivity through joint review with segments heads.
Establish a comprehensive sales process for products and services and guide its implementation across all segments and branches.
Support product development & deployment of appropriate systems and procedures to support sales and service for Banca.
Increase in penetration of Insurance products across client segments.
Organize and deliver and present at least one segment specific webinar each week with a minimum of twenty clients. Support may be obtained from ISP or external stakeholders.
Report to segment head daily on team participation
Organize at least one sales meeting and one training meeting weekly for the segment front-liners
Bancassurance Customer Value Proposition (CVP) Management:
Look after and deliver a strong CVP for all bancassurance products.
Work with product managers to identify market growth/ cross-sell opportunities to increase product holdings and improved revenues.
Initiate, execute and manage marketing programmes and strategies in line with business.
Active analysis and review of all customer bases to understand customer profiles, behavioural and lifestyle traits (including product holding mix, revenue contribution, behavioural/ lifestyle analytics) to identify opportunities for increasing customers' insurance wallet share (total value).
Keeping abreast of market competition, industry practices and best practices to constantly improve on overall business performance.
Ensure brand compliance for all above and below-the-line communication according to Standard Chartered Bank's local/ global standards and relevant Insurance Partner.
Portfolio Management:
Proper tracking of Bancassurance Products sales (volume/revenue) to ascertain quality, growth trends etc across the support branches/channels.
Proper management of Banca compliance processes that guide sales processes and product management to mitigate mis-selling and ensure 'Treating Customers Fairly' applies.
Marketing Management:
Help plan and implement marketing strategies to acquire, expand and retain profitable relationships and grow market share.
Identify target customers' financial, insurance and service needs: review, recommend and implement products / service offering in liaison with Product Manager.
Provide assistance in directing, motivating, training and coaching sales distribution / delivery staff.
Processes
Establish a comprehensive sales process for products and services and guide its implementation across all segments and branches.
Support product development & deployment of appropriate systems and procedures to support sales and service for Banca.
Increase in penetration of Insurance products across client segments.
People & Talent
Key Talent Themes required for a successful Insurance Specialist:
Motivation: Competitor, Intensity
Influence: Action Orientation, Courage
Work style: Connectivity between Sales & Customer Centricity, Delegator, Planner
Relationship: Accountability, Builder, Contribution, Encourager
Thought Process: Growth Orientation, Performance Orientation
Risk Management & Governance
Ensure internal controls are in place, monitor for compliance, review for changes in systems, policies & regulations.
Fully comply with all policies, procedures, Key Control Standards to achieve satisfactory audit grades in local & Group audits.
KYC / money laundering: Ensure you remain alert to the risk of money laundering and assist in the Bank's efforts in combating it by adhering to the key principle s in relation to identifying our customer, knowing our customer, reporting suspicious transactions, safeguarding records and not disclosing suspicions to customers.
Support the Business head and Business unit head in driving Operational Risk Framework (ORF) management and compliance effort at the business and unit level respectively.
Regulatory & Business Conduct
Display exemplary conduct and live by the Group's Values and Code of Conduct.
Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key stakeholders
External
Customers: Engagement and relationship management
Segment General Managers: Segment collaboration/coaching
Branch managers and Team Leaders: Support & partnership to deliver superior customer
Investment Advisors and RMs: Experience
Other Wealth Specialists: Consultation / advise to customers
Country Operations & Technology: Cross sell (based on customer's needs)
HR & L&TD: Technology and Operations support on customer requests
HR & training matters
Skills and Experience
Knowledge of insurance products (Life & General)
Analytical skills
Sales skills
Public Speaking - Presentation
Client Portfolio Management
Collaboration
Interpersonal skills
Qualifications
Education
Degree in any Business-related field
Certifications
Certificate of Proficiency in insurance
Collaborate with the frontline staff to meet potential customers and provide professional insurance planning services & presales information.
Analyse customers' financial situation and identify their financial needs, recommend relevant Insurance solutions to best suit their needs.
Recommend and decide appropriate sales distribution and delivery channels, provide quality after sales - services to maintain the customer relationship & solicit referral business to expand the customer base.
Working closely with frontline staff to optimize the sales results.
Continuous Product training & development across the specific segment.
Manage sales productivity through joint review with segments heads.
Establish a comprehensive sales process for products and services and guide its implementation across all segments and branches.
Support product development & deployment of appropriate systems and procedures to support sales and service for Banca.
Increase in penetration of Insurance products across client segments.
Organize and deliver and present at least one segment specific webinar each week with a minimum of twenty clients. Support may be obtained from ISP or external stakeholders.
Report to segment head daily on team participation
Organize at least one sales meeting and one training meeting weekly for the segment front-liners
Bancassurance Customer Value Proposition (CVP) Management:
Look after and deliver a strong CVP for all bancassurance products.
Work with product managers to identify market growth/ cross-sell opportunities to increase product holdings and improved revenues.
Initiate, execute and manage marketing programmes and strategies in line with business.
Active analysis and review of all customer bases to understand customer profiles, behavioural and lifestyle traits (including product holding mix, revenue contribution, behavioural/ lifestyle analytics) to identify opportunities for increasing customers' insurance wallet share (total value).
Keeping abreast of market competition, industry practices and best practices to constantly improve on overall business performance.
Ensure brand compliance for all above and below-the-line communication according to Standard Chartered Bank's local/ global standards and relevant Insurance Partner.
Portfolio Management:
Proper tracking of Bancassurance Products sales (volume/revenue) to ascertain quality, growth trends etc across the support branches/channels.
Proper management of Banca compliance processes that guide sales processes and product management to mitigate mis-selling and ensure 'Treating Customers Fairly' applies.
Marketing Management:
Help plan and implement marketing strategies to acquire, expand and retain profitable relationships and grow market share.
Identify target customers' financial, insurance and service needs: review, recommend and implement products / service offering in liaison with Product Manager.
Provide assistance in directing, motivating, training and coaching sales distribution / delivery staff.
Processes
Establish a comprehensive sales process for products and services and guide its implementation across all segments and branches.
Support product development & deployment of appropriate systems and procedures to support sales and service for Banca.
Increase in penetration of Insurance products across client segments.
People & Talent
Key Talent Themes required for a successful Insurance Specialist:
Motivation: Competitor, Intensity
Influence: Action Orientation, Courage
Work style: Connectivity between Sales & Customer Centricity, Delegator, Planner
Relationship: Accountability, Builder, Contribution, Encourager
Thought Process: Growth Orientation, Performance Orientation
Risk Management & Governance
Ensure internal controls are in place, monitor for compliance, review for changes in systems, policies & regulations.
Fully comply with all policies, procedures, Key Control Standards to achieve satisfactory audit grades in local & Group audits.
KYC / money laundering: Ensure you remain alert to the risk of money laundering and assist in the Bank's efforts in combating it by adhering to the key principle s in relation to identifying our customer, knowing our customer, reporting suspicious transactions, safeguarding records and not disclosing suspicions to customers.
Support the Business head and Business unit head in driving Operational Risk Framework (ORF) management and compliance effort at the business and unit level respectively.
Regulatory & Business Conduct
Display exemplary conduct and live by the Group's Values and Code of Conduct.
Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key stakeholders
External
Customers: Engagement and relationship management
Segment General Managers: Segment collaboration/coaching
Branch managers and Team Leaders: Support & partnership to deliver superior customer
Investment Advisors and RMs: Experience
Other Wealth Specialists: Consultation / advise to customers
Country Operations & Technology: Cross sell (based on customer's needs)
HR & L&TD: Technology and Operations support on customer requests
HR & training matters
Skills and Experience
Knowledge of insurance products (Life & General)
Analytical skills
Sales skills
Public Speaking - Presentation
Client Portfolio Management
Collaboration
Interpersonal skills
Qualifications
Education
Degree in any Business-related field
Certifications
Certificate of Proficiency in insurance