Qualifications

• A bachelor’s degree from a recognized University.
  

• Certificate of Proficiency
  

• Relevant Sales, Marketing and insurance
  

• Excellent relationship management skills.
  

• Good analytical and interpretation skills
  

• Excellent written and verbal communication skills
  

• Good computer knowledge
  

• Customer focus
  

• Vigilance on compliance to the Bank’s policies and procedures regarding Bancassurance services.
  

• Submit the monthly Insurance Regulatory complaints report to Bancassurance Manager.
  

• Compile Life Assurance production reports on a weekly basis to aid tracking of productivity and performance.
  

• Ensure that accurate and competitive quotations are prepared and delivered promptly to clients in the regions.
  

• Participate in placement of credit life and mortgage protection covers
  

• Register and ensure processing of all claims and advise clients on the required claims supporting documents
  

• Confirm that all issued policy documents meet the standards of the Bank
  

• To constantly check for fulfillment of the legal, statutory and regulatory requirements of Bank of Uganda and Insurance Regulatory Authority and other relevant bodies
  

• In put all policies in CQ
  

• To execute daily Bancassurance Operations which entails cross selling products, posting risk details, claims administration and documentations
  

• Compile relevant information for advising the Manager Bancassurance on strategy execution and monitor progress on implementation
  

• Follow up on Direct Debt set up, cancellation and all other customer-related Direct Debt operations.
  

• Act as BCP to Operations General.