Relationship Officer, Bancassurance, Job in Kenya

Reports to: Principal Officer, Bancassurance

Location: Head Office

The Relationship Officer for Bancassurance will be a key driver for the development and execution of sales and marketing programs along the retail segment in line with the Bancassurance strategy.


Sales & Business Development:

Spearhead marketing drives for insurance products to existing and prospective customers.

Maintain and actively mine from the database of customers.

Ensure client documentation is complete to ensure strict adherence to set guidelines.

After-Sales Service such as post-sale evaluation, timely submission of policy documents and other insurance covers to clients etc.

Ensure premium is collected from policyholders as per the laid down procedures on all business underwritten and placed.

Prepare and maintain on an ongoing basis, daily sales report, and monthly performance reports to present to the Principal Officer, Bancassurance.

Ensure timely renewal of existing business under his/her portfolio.

Build strong relationships with the Kingdom Bank sector-based Relationship Managers, Relationship Officers to optimize insurance business.

Cross-sell insurance solutions to bank borrowers and bank services {Accounts, FDR, etc.} to insurance customers.

Collection of market intelligence information local competition, products and levels of service to inform decision making.

To perform any other duty as assigned in line with the organization goals and objective such as regular attendance of training sessions as well as training of branch staff with regards to their specific sector

Act as the branch contact for non-funded sales and driver of the retail life specialist model.

Strategic Marketing

Deliver and offer solutions that have value for customers, shareholders, and partners.

Enhance relationship marketing and management – to establish, maintain, and enhance relationships with customers and other partners, at a profit, so that both the customer and the bank objectives are achieved by a mutual exchange and fulfillment of the brand promise.

Superior customer experience

Key driver for not only customer satisfaction, but also building a base of promoters by enhancing superior customer experience and advocacy to drive competitive advantage, leading to faster organic growth and lower co

Timely service support to branches on all business support required to generate insurance sales.

Create a differentiated customer experience design, tailored to target customer needs, and optimize customer interactions with the brand, offerings, and touch points to consistently deliver and make continuous improvements to the desi

Link sales and service and embed customer service culture as the bedrock to grow the balance sheet

Follow up on all customer service issues and ensure timely closure within the documented Service Level Agreements.

Risk & Compliance

Ensure compliance with both external and internal regulatory requirements and the approved Policy and Procedures Manuals.

Assist in identifying risks facing the business and recommend remedial actions that can be undertaken to mitigate the risks.

Provide recommendations for improving procedures and systems for initiating corrective actions.


University degree preferably business-related field

Certificate Of Proficiency in insurance at minimum or good advancement in ACII or AIIK

Minimum of 2 years’ experience in insurance

Experience in insurance sales, marketing, and customer relationship management.

How To Apply

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