Key Responsibilities
Drive growth of bancassurance business through effective insurance sales and relationship management initiatives.
Market and promote insurance products to existing and prospective customers across assigned branches and customer segments.
Develop and maintain strong relationships with insurance underwriters, partners, and customers.
Support onboarding of new insurance clients and ensure retention of existing business relationships.
Process new insurance business applications, renewals, and policy documentation accurately and within agreed timelines.
Coordinate and follow up on insurance claims administration and customer queries.
Ensure timely collection and reconciliation of insurance premiums and commissions.
Liaise with insurance companies and regulatory bodies on operational and compliance matters.
Support branches through insurance product training, awareness programs, and customer sensitization initiatives.
Maintain accurate records and prepare periodic reports on insurance transactions and business performance.
Ensure prompt resolution of customer complaints and adherence to service level agreements.
Promote a customercentric service culture and deliver seamless customer experience.
Ensure compliance with IRA regulations, organizational policies, and operational procedures.
Support growth of insurancerelated income and partner deposit mobilization initiatives.
Participate in insurance sales campaigns, branch business development activities, and crossselling initiatives.
Perform any other duties assigned by management from time to time.
Qualifications & Requirements
Bachelor's Degree in Insurance, Business Administration, Commerce, Finance, Marketing, or a related field from a recognized institution.
ACII, CII, IIK Diploma, or any insurancerelated professional qualification will be an added advantage.
Minimum KCSE grade of C with strong performance in Mathematics and English.
Minimum of 1 year relevant experience in insurance sales, bancassurance, or insurance operations.
Experience within an insurance intermediary, insurance company, bancassurance unit, or financial institution is highly preferred.
Experience in the same business is preferred.
Strong understanding of insurance products, claims processes, and insurance regulations.
Knowledge of banking products and financial services operations will be an added advantage.
Strong communication, negotiation, and presentation skills.
Good analytical, reporting, and relationship management skills.
Ability to generate new business and achieve sales targets effectively.
Key Competencies
Insurance sales and business development
Bancassurance operations management
Customer relationship management
Claims administration and policy servicing
Communication and negotiation skills
Financial analysis and reporting
Customer service excellence
Regulatory and compliance awareness
Networking and stakeholder management
Attention to detail and organizational skills