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Seniority (Accounting, finance, banking, insurance)
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National Bank of Kenya
Banking + 2 more
Description
Skills & Experience:
- Bachelor’s degree in insurance, Business, Actuarial Science or related field.
- Professional certification in insurance, COP or ECOP is mandatory
- At least 3 years of continuous experience in Bancassurance sales within a retail banking environment
- Experience working with cross‑functional teams such as operations, credit, marketing, and branch leadership
Responsibilities
- Drive insurance uptake across the cluster through branch activations, targeted sales campaigns, and strong customer engagement, ensuring sales teams maximize cross‑selling and upselling opportunities.
- Manage and grow the existing bancassurance portfolio within the assigned cluster by strengthening customer relationships, deepening product penetration, retention and driving sustainable revenue growth.
- Coach and support Bancassurance Sales Representatives in needs analysis, solution‑based selling, customer education, and effective issue resolution, fostering a customer‑centric culture that builds trust and enhances satisfaction.
- Support the achievement of life, general insurance, and bank product targets in the assigned cluster by working closely with branch teams and ensuring strong sales performance
- Train and mentor branch staff and sales teams on insurance products, sales techniques, and compliance requirements, while ensuring continuous updates on product changes, promotions, and regulatory developments.
- Track, evaluate, and interpret the cluster’s insurance portfolio performance, including sales, renewals, claims, lapses, and risk indicators and provide actionable recommendations to improve results.
- Implement proactive customer engagement and retention strategies, in collaboration with the Regional Sales
- Manager and Head Office team, to drive renewals and reduce cancellations.
- Ensure full compliance with IRA, CBK, AML, KYC, data protection requirements, and internal policies by maintaining proper documentation, accurate keeping, and consistent adherence to operational standards.
- Collaborate with all Regional and Bank stakeholders including Regional & Branch leadership, business leaders, operations, marketing, compliance to support business growth and operational alignment
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