Relationship Officer- Bancassurance

Experience Requirements

• Minimum of two (2) years’ experience in insurance sales (agency, brokerage, or bancassurance environment).
  

• Proven track record in meeting or exceeding sales targets.
  

• Proficiency in written and spoken English and Kiswahili.
  

Academic Qualifications and Certifications

• AIIK Diploma in Insurance (or progress towards completion).
  

• Bachelor’s Degree in a Business-related field (e.g., BCom - Insurance/Actuarial, BBM, or equivalent).
  

Business Development & Sales

• Generate and pursue referrals and leads from branch teams and other channels.
  

• Secure appointments and conduct customer needs assessments.
  

• Prepare and present tailored insurance solutions to prospective clients.
  

• Close sales and ensure timely premium collection.
  

• Achieve assigned sales targets in line with departmental objectives.
  

Onboarding & Compliance

• Collect and verify all required KYC documentation.
  

• Facilitate accurate onboarding and policy issuance in line with regulatory and internal requirements.
  

Customer Service & Retention

• Provide post-sale service and relationship management.
  

• Manage policy renewals to ensure business retention and growth.
  

• Follow up and support claims processing to ensure timely settlement.
  

Risk & Advisory Support

• Advise branch credit teams on appropriate insurance covers to mitigate lending and operational risks.
  

• Promote embedded and credit-linked insurance solutions.