Bancassurance Officer – Family Bank – Nairobi

Key Responsibilities:
Acts as the contact and relationship officer between the branch staff and Bancassurance department in the head office
Provide administrative support for queries related to Bancassurance.
Liaise with different departments within the bank on various queries related to insurance.
Ensure that payments for all Renewal business is received.
Reconciliation of premiums received.
Work closely with other bank departments to increase service delivery to our customers.
Update the system with sales/revenue from various branches.
Placing covers upon receipt of all documents.
Attending to customers and redirecting them to the right person for further assistance
Act as a front office officer/customer care officer.
Delivering covers to customers upon their request.
Any other duties that may be assigned to you.
Renewal of policies.
Selling of all insurance products.
Sending daily, weekly, monthly and quarterly reports.
Calling renewal clients on a daily basis.
Sending renewal reminders to customers.
Managing and ensuring full compliance to Family Bank’s Policies and Procedures.
Role Models for the Brand and Corporate Values of the Bank in the internal and external market environment
Checking and verifying the accuracy, completeness of the documents against checklists provided according to product lines; KYC/AML compliance requirements.
Any other official duty that may be allocated by management from time to time.
The Person:
The ideal candidate must possess the following:

A holder of university degree from a recognized university in Insurance, Business, Finance or other related field.
Professional qualification in any Insurance related field will also be an added advantage
Certificate of Proficiency(COP)
At least two years active working experience in direct sales in a bancassurance environment or Insurance industry.
Exposure to Bancassurance processes and procedures will be an added advantage.

Key Competencies and Attributes:
Good interpersonal skills and ability to establish new client relationships and generate new and Cross sell business
Full understanding of all products, sound knowledge of the bank processes and procedures
Excellent knowledge of Insurance products, underwriting processes and emerging market/industry trends
Proven ability to develop and maintain effective work relationships with internal and external partners.
Team working skills with ability to deliver and exceed targets
Excellent business development and Client relationship Management skills.
Exposure to Insurance products in the bank set-up with knowledge of the Bank’s set standards, policies and operating manual, with sound knowledge of bank products.
Practical understanding of the relevant regulatory environment

Method of Application
ALL applicants MUST apply online to the email;; closing date is 27th June 2022. Canvassing will automatically disqualify the candidate. Only shortlisted candidates will be contacted.