Sales Agent– Life and General Insurance - Mombasa




4 months ago11/11/202312/11/2023

- closed


  1. Design and implement effective marketing strategies to sell insurance solutions to new clients and upselling/cross selling to existing clients.
  2. Contact potential clients and create rapport by networking, cold calling, using referrals etc.
  3. Develop leads, schedule appointments and collect information from clients on their risk profiles in order to offer them proper solution.
  4. Establish strong customer and community relationships plus follow up with customers as needed.
  5. Launch and track insurance claims with claims department to ensure client and company satisfaction and solidify trust and safeguard reputation.
  6. Coordinating end to end processing of bank`s IPF, disbursement and transfer of the same to Rafiki Microfinance Bancassurance Intermediary (RMBI) for issuance of annual covers to our clients on bank asset businesses.
  7. Liaising with quality assurance team to inform debt recovery unit if the asset has not been renewed through the Bancassurance.
  8. Liaising with the finance team in co-ordinating debtors’ reports and action points identified from time to time, reviewing and monitoring status of debt levels and time on risk considerations.
  9. Liaising with Rafiki Microfinance Bancassurance underwriting in negotiating on competitive rates for our clients.
  10. Daily monitoring of  Production report and ensure all branch business have been receipted, approved and posted in the production report
  11. Ensuring instructions to place cover from the branches are handled/dealt with within the set TAT`s and covers sent to clients
  12. Renewals-ensuring no loss of insurance income to RMBI by at least retaining 90% of existing clients
  13. Debt Management: Liaise with RO  and branches to ensure all insurance premiums are paid within the set Finance policy guidelines and timelines
  14. Identifying training gaps and executing training, Lead generation and closure
  15. Following up on cancellation notices from insurance companies for policies to be cancelled.
  16. Liaise with the finance department to ensure client`s insurance premiums are receipted appropriately to avoid future reconciliation issues.
  17. In charge of new business and also the existing branch portfolio.
  18. Fulfil all company-established policy obligations.


  1. Bachelor’s degree in Business related Field
  2. Minimum of 3 Years working experience in the financial industry
  3. Certificate of proficiency in insurance or Diploma in insurance is an added advantage.
  4. Interpersonal skills
  5. Networking skills
  6. Resilient and persistent spirit
  7. Attention to details
  8. Relationship Management
  9. Negotiation skills
  10. Problem solving skills
  11. Proficiency in MS Office
  12. Confidentiality
  13. Integrity

Method of Application

Interested candidates are requested to send their cover letter and CV to [email protected] quoting the position applied for and location on the e-mail subject on or before 15th March 2023 at 5:00pm. 

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