Bancassurance Officer in Nairobi Municipality, Kenya

Banking / Financial Services
Minimum Qualification
Bachelor's Degree
Required Experience
1 - 3 years
Employment Type
Full Time
Male or Female

Job Description

Reporting to Regional Bancassurance Supervisor, the role holder will be responsible for the day to day Insurance Operations at the branch level.


Management of day to day Insurance operations at the branch level which entails cross-selling insurance products, booking the business within defined terms and conditions, supporting clients with claims advise and documentation

Ensure all customers insurance enquiries are handled promptly and accurate records on insurance transactions maintained at the branch

Effectively create new client relationships and partnerships whilst ensuring retention of existing business relationships by ensuring high standards of customer service

Ensure timely submission of claim documents to Head Office Claims section and continuously update clients whose claims are being processed on progress of their claims

Ensuring premium is collected as per the laid down procedures on all insurance business transacted at the branch

Participate in regional meetings and offer valuable ideas contributing towards the growth of insurance business

Champion Insurance training at the branch working closely with branch management to sensitize customers on insurance products

Identify and leverage potential business opportunities seeking necessary support from the Regional or Marketing Heads and participating in all business growth initiatives in the branch/ Region


AIIK Diploma or good progress towards attainment of Professional Qualification ACII and/ or

A university degree from a recognized institution preferably specializing in Insurance, Actuarial Science or business management

At least 2 years’ experience in the sales of motor and non-motor insurance products preferably within an insurance intermediary or Insurance Company

Experience in Bancassurance will be an added advantage.

Good planning and organization skills

Reliable team player with strong interpersonal and persuasive skills

Good Communication skills and excellent Customer service skills

Proficiency in the use of Microsoft office software

Accuracy and attention to detail

Ability to work independently and deliver effective solutions within strict deadlines

Ability to develop working relationships with a wide range of people

High integrity levels and ability to treat all client information with utmost confidentiality


The above position is a demanding role which the bank will provide a competitive package for the successful candidate.

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