We are a leading Insurance Company, affiliated with Liberty Group, a wealth management company represented in 17 African countries. We use our knowledge and actions to guide our customers on their journey to financial freedom. We believe in responding to the changing consumer and market needs through innovative solutions and technologically efficient processes.

Job Summary

To drive new business sales targets through all channels. The role works with Administrators, Brokers and Independent/tied Agencies as well as direct clients, through relationship building and timely support.

Key Responsibilities

Understand and fulfil clients’ needs through products understanding and making recommendations to the sales team on business acquisition opportunities.
Ensure a culture of effective and efficient service delivery to customers within the Group Life team to ensure customer retention and satisfaction.
Provide technical support to Group Life & Pension Schemes distribution channels to enhance business acquisitions to meet organizational growth objectives.
Support the agents and intermediaries in preparing tender documents in alignment with tender requirements.
Ensure smooth onboarding of new business (documentation).
Implement the credit control policy within Group Life Schemes to ensure revenue collection.
Effectively improve the risk exposure to deliver greater shareholder value within set limits.
Maintain and promote effective internal and external stakeholder relationships.
Provide relevant and accurate management information to all relevant stakeholders in order to support business growth objectives.
Concentrate on all lines of business: Brokers, Agents, Direct, and Affinity by providing quotes.
Gather market intelligence, issue quotes, make sure they are competitive, and follow up with prospects for closure.
Do member education and training on our products for intermediaries, prospects, and existing clients.
Organise a reward programme and bonding sessions.
Enhance cross-selling across GLA clients and achieve organic growth in the existing GLA portfolio.
Analyse and update contracts related to group risk schemes; review treaties, recommend amendments/endorsements, and review of treaty effect on the business.

Qualifications

Bachelor’s degree (insurance option preferred), Actuarial Science or Business-related.
Professional qualification in Insurance (ACII or AIIK).

Experience

At least 2 years’ experience in life insurance or similar experience in a reputable organization.

Competencies

In-depth understanding of insurance operations and concepts.
Knowledge of insurance regulatory requirements.
Understanding of business acquisition processes.
Knowledge of underwriting and claims procedures.
Customer service skills.
Adhering to principles and values.
Delivering results and meeting customer expectations.

Application Procedure

If you meet the above requirements, you are encouraged to forward your application and updated CV to vacancies@heritage.co.ke by 25th September 2026. Clearly state the job title on the subject heading.

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