Relationship Officer – SACCO Assurance

Background Requirements

• Excellent communication and presentation skills.
  
• Goal driven and result oriented.
  
• Good negotiation skills.
  
• Excellent customer care skills.
  
• Ability to develop and implement regional sales strategies.
  
• Attention to details.
  

Preferred Qualifications

Formal Qualifications

• A Bachelor’s degree in related field, Higher Diploma / Diploma in Insurance.
  
• Certificate of Proficiency (COP) in Insurance.
  
• Certification in either of the following; ACII, AIIK or progress towards the same will be an added advantage.
  
• KCSE C (Plain) with C (plain) in Mathematics and English.
  
• At least 3 years relevant experience in the same or related position.
  

• Grow the SACCO Assurance book by bringing in new business as per the set targets.
  
• Collect market intelligence in regards to insurance products and relay the same to the relevant parties.
  
• Develop good working relationships with various departments, working closely with branch teams to generate insurance business and leads through their customers.
  
• Champion Insurance products and all relevant business processes and further carry out training at the branch level to sensitize branch staff on SACCO Assurance business.
  
• Suggest new/emerging products/marketing channels for products/service distribution.
  
• Ensure retention of all businesses within one’s portfolio.
  
• In conjunction with the Relationship Officer SACCO Assurance, conduct market research through constant market feedback, and periodically review of insurance products.
  
• Execution of day-to-day Insurance operations at branch/regional level which entails new business development and cross-selling of insurance products, claims administration and documentation.
  
• Management of customer’s premiums when they fall due and follow-up on insurance policy renewals to ensure desired business retention ratios are achieved through timely reminders and engagements with respective customers.
  
• Ensure all collaterals and assets that have the SACCO’s interest are properly and comprehensively insured and the SACCO’s interest properly noted.
  
• Ensure compliance with all regulatory and internal procedures in relation to SACCO Assurance business.
  
• Ensure compliance with the Data Protection laws, policies and procedures of the SACCO.
  
• Compliance with Anti-Money Laundering (AML), Combating the Financing of Terrorism (CFT) laws and ensuring KYC is carried out to all clients.
  
• Support assigned branches achieve SACCO Assurance targets and conduct regular performance reviews with the Branch Managers and Branch teams.
  
• Prepare periodic reports.
  
• Any other duty that may be assigned by the Relationship Officer–SACCO Assurance, Head of Operations or any other person in authority.