National Bank of Kenya

Banking + 2 more

Bancassurance Sales Representative - Rift Region

Closed for applications
Job details

Contract Type

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 1 year of experience in Insurance, Bancassurance, or within a financial institution.
  • Experience in selling insurance products or financial solutions is an added advantage.


Responsibilities
  • Drive sales of life, general, medical, and micro‑insurance products in allocated branches to achieve individual and branch targets.
  • Identify insurance opportunities by collaborating with branch staff and integrating insurance into daily banking conversations.
  • Provide market intelligence, customer insights, and competitor updates to support sales strategies and revenue growth.
  • Support marketing campaigns, branch activations, and customer outreach activities to generate leads and close business.
  • Deliver product knowledge and basic technical training to branch staff through huddles and on‑the‑job coaching.
  • Participate in sales meetings and contribute ideas that enhance sales productivity and customer engagement.
  • Serve as the first point of contact for claims by assisting with initial documentation and escalating cases appropriately.
  • Ensure timely submission, processing, and follow‑up of all insurance business to deliver smooth customer experiences.
  • Collect and submit accurate documentation for policy issuance, endorsements, and renewals in line with regulatory and internal standards.
  • Build strong customer relationships through effective communication, timely responses, and consistent follow‑up to support satisfaction and retention.


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