The Latest Insurance Jobs in Kenya

CIC Insurance Group Limited, commonly referred to as CIC Group, is an insurance and investment group that operates mainly in Kenya, Uganda, South Sudan and Malawi

CIC Insurance Group Limited, commonly referred to as CIC Group, is an insurance and investment group that operates mainly in Kenya, Uganda, South Sudan and Malawi

Responsibilities

We seeking to recruit Sales officers for our various branches whose Key responsibilities will be;

• Generating new retail life business from the allocated Market/Channel
• Educate new and existing clients on retail life products;
• Attending to customer queries and complaints;
• Liaising with the various departments to ensure timely service delivery to the clients
• Providing timely and accurate quotations within the turnaround times
• Gathering market intelligence to ensure updated product range;
• Follow up to ensure persistency is at the acceptable rate; and
• Promoting CIC brand.

Qualifications

• Minimum of a Diploma in a business related course.
• A Bachelor’s degree in Actuarial Science /Insurance will be an added advantage
• Relevant professional qualifications in Insurance – COP/ECOP/ Diploma In Insurance
• Excellent communication and presentation skills
• Good negotiation skills
• Problem solving skills
• Excellent Customer Care skills

CIC Insurance Group Limited, commonly referred to as CIC Group, is an insurance and investment group that operates mainly in Kenya, Uganda, South Sudan and Malawi

CIC Insurance Group Limited, commonly referred to as CIC Group, is an insurance and investment group that operates mainly in Kenya, Uganda, South Sudan and Malawi

Responsibilities

We seeking to recruit Sales officers for our various branches whose Key responsibilities will be;

• Generating new retail life business from the allocated Market/Channel
• Educate new and existing clients on retail life products;
• Attending to customer queries and complaints;
• Liaising with the various departments to ensure timely service delivery to the clients
• Providing timely and accurate quotations within the turnaround times
• Gathering market intelligence to ensure updated product range;
• Follow up to ensure persistency is at the acceptable rate; and
• Promoting CIC brand.

Qualifications

• Minimum of a Diploma in a business related course.
• A Bachelor’s degree in Actuarial Science /Insurance will be an added advantage
• Relevant professional qualifications in Insurance – COP/ECOP/ Diploma In Insurance
• Excellent communication and presentation skills
• Good negotiation skills
• Problem solving skills
• Excellent Customer Care skills

CIC Insurance Group Limited, commonly referred to as CIC Group, is an insurance and investment group that operates mainly in Kenya, Uganda, South Sudan and Malawi

PURPOSE

The IT business analyst’s overall role is to ensure optimal availability, configuration, and utilization of CIC Groups system applications in a manner that meets the internal customers’ requirements, creates efficient and business supporting solutions whilst maintaining relationships with vendors, users, and key stakeholders by applying best practice project management practices in the implementation of system changes and enhancements. The role holder will be responsible for the design and development of modifications or extensions to the Group ERP and CRM, Microsoft Navision & Dynamics applications. The applicant MUST have experience in the Insurance Industry.

Primary Responsibilities

•  Administration and proactive monitoring of CIC Groups business applications primarily, but not limited to; Microsoft AX, (D365FO), and Dynamics CRM by developing necessary measures through regular business system maintenance to achieve optimal system functioning as per internal S.L.As.
• Gains understanding of internal customer needs, communicates and collaborates with other consultants and support teams to develop business cases for system changes.
• Support the implementation of cloud ERP (Dynamics 365FO) through offering technical leadership in scoping, requirements, testing, Go Live and Post Go Live.
• Provides technical input in creating and documenting functional specifications when customizations or extensions to the Microsoft ERP & CRM solutions are required.
• Reviews the applications regularly to support system innovation: Gathers business requirements from the business users, converts to technical specifications, codes, and maintains complex components of the Microsoft Dynamics ERP and CRM application such as server-side code, custom business logic, integration modules, workflow assemblies and plug-ins.
• Responsible for data related development tasks such as: developing data migration procedures to ensure seamless data exchange to Microsoft ERP/Dynamics from CIC core insurance systems, migrating required data sources into the Microsoft’s sources, ensuring proper alignment of data models.
• Support integrations with Dynamics CRM and ERP through proactive monitoring and escalation of any level 2 integration support issues.
• Responsible for coding, unit testing, facilitating system acceptance testing and creating supporting documentation: Maintains functional specification documents for systems including user licenses utilisation, change requests, test reports, user access lists and system controls reviews and improvements.
• Develop relevant ICT user application software training programmes to ensure optimal utilization of the software.
• Execution of security matrices for systems through regular review of system rights and access in order to enforce system controls within the applications.
• Review and advise the organization on proper application software licensing to safeguard Company interests from litigation due to licensing non-compliance.
• Implement disaster recovery and back-up procedures and information security and control structures in line with the ICT policies as applicable to application software.

PERSON SPECIFICATION

Academic Qualification : Bachelor’s degree in technology related field

Professional Qualification : Project Management Certification, Agile Methodologies, PMP or Lean Six Sigma will be an added advantage.

Experience

• Minimum of three (3) years’ experience in ERP and CRM administration/development.
• Proficiency in Dynamics ERP and CRM, ASP.NET, C#, and service-oriented architecture.
• Experience in System Implementations & Projects
• Experience with D365 Integration Technologies – MS Power Platform, Azure Logic Apps, Batch Data API, OData, Web Services.

 Skills and Competencies

• Written and verbal communication, including technical writing skills.
• The ability to conduct cost/benefit analysis.
• Modelling techniques and methods.
• Experience in middleware, integrations to IPRS, payment channels etc
• Experience working with vendors outside Kenya.
• Excellent communication and Interpersonal skills
• Understanding of the Insurance industry

CIC Insurance Group Limited, commonly referred to as CIC Group, is an insurance and investment group that operates mainly in Kenya, Uganda, South Sudan and Malawi

Purpose

The role is accountable for 1st level support for Unit Master, Fund Master and Digital channels (Mobile App & Portals).

Primary Responsibilities

• Documentation of system change request for Unit Master and Fund Master
• Deployment of System patches for Change Requests for Unit Master and Fund Master
• UAT coordination of completed Change Request for Unit Master and Fund Master
• Basic customization of business requirements and reports in Unit Master and Fund Master
• Troubleshooting Application related issues for Unit Master and Fund Master
• Responding in a timely manner to CICAM service requests issues raised through ICT service desk or email to ensure smooth closure
• Work closely with Group database administrator to review backups and backups restore
• Conduct continuous user training on CIC Asset Management systems

PERSON SPECIFICATION

Academic Qualification

• Bachelor’s degree in information technology, Computer Science and/or Business-related fields from a recognized university.

Professional Qualification

• Professional Qualification in ITIL, SQL is an added advantage
• Experience with SQL Server Administration especially postgres SQL
• Experience in Database Programming and Tuning.
• Experience with Microsoft Power BI.

Experience

• Up to two (2) years’ relevant experience.

 Skills and Competencies

• Good communication skills
• Excellent documentation, and analytical skills
• Ability to handle complex information
• Accuracy and attention to detail

CIC Insurance Group Limited, commonly referred to as CIC Group, is an insurance and investment group that operates mainly in Kenya, Uganda, South Sudan and Malawi

Responsibilities

We seeking to recruit Sales officers for our various branches whose Key responsibilities will be;

• Generating new retail life business from the allocated Market/Channel
• Educate new and existing clients on retail life products;
• Attending to customer queries and complaints;
• Liaising with the various departments to ensure timely service delivery to the clients
• Providing timely and accurate quotations within the turnaround times
• Gathering market intelligence to ensure updated product range;
• Follow up to ensure persistency is at the acceptable rate; and
• Promoting CIC brand.

Qualifications

• Minimum of a Diploma in a business related course.
• A Bachelor’s degree in Actuarial Science /Insurance will be an added advantage
• Relevant professional qualifications in Insurance – COP/ECOP/ Diploma In Insurance
• Excellent communication and presentation skills
• Good negotiation skills
• Problem solving skills

Method of Application

Submit your CV, copies of relevant documents and Application to  Lifeagency@Cic.co.ke
Use the title of the position and Desired Region as the subject of the email

Closing Date : 15 March. 2023 

The role of the Microinsurance & Climate Resilience Associate is to help lead our efforts to develop climate safety nets for smallholder farmers. This includes support in coordinating all of our insurance work, assessing and improving our insurance offerings, and developing and maintaining relationships with important actors in the insurance space (brokers, primary insurers, re-insurance companies, donors, banks, governments, and other interested third parties). The focus of your work will be to support the design and management of One Acre Fundʼs farmer insurance portfolio to provide a reliable safety net in the event that climatic conditions or personal tragedy lead to major shocks in farmer households. Currently, such products include area yield index insurance, satellite-based soil moisture index products and funeral and hospital cash insurance. But you will also touch on future field-facing insurance products such as livestock or flood insurance; and high-level insurance policies against OAF organizational risks. You will also have scope to work on other interventions that support farmer and OAF resilience to climate risks.

Responsibilities

You will report to One Acre Fund's Risk and Resilience Manager and support One Acre Fund leadership to understand the full landscape of insurance products that are relevant to us. Specific responsibilities include: 

• Support product design to help different country programs decide what insurance policies may be best for their clients. This work includes designing and testing different options, developing policies and terms, contracting with 3rd party providers, and supporting field teams to operationalize these products by collaborating on procedures, training, and marketing. 
• Manage project work streams of the insurance team and keep our daily work going in order for us to hit project targets and milestones.
• Work with teams around the organization to explore radical models of insurance or other “safety net” mechanisms, potentially including policy work or partnership with governments. 
• Collaborate with field teams to set up insurance or safety net pilots and understand farmersʼ perceptions of climate-related risk, levels of resilience, and basic needs corresponding to different levels of shock. 
• Stay up to date with programs around the world and use this information to influence best practices in One Acre Fundʼs strategy. 
• Evaluate risks related to, and insurance against, global organizational risks like assets, currency, repayment

Qualifications

Across all roles, these are the general qualifications we look for. For this role specifically, you will have:

• 2+ years of work experience in insurance, finance, management consulting, or similar. 
• Experience with project management, insurance and actuarial or data science.
• Experience in project management with a range of different partners.
• Advanced Excel (can perform complex functions). Experience with other professional programs (e.g. R, STATA) or programming languages such as Python.
• Leadership experience at work, or outside of work.

Britam is a leading diversified financial services group, listed on the Nairobi Securities Exchange. The group has interests across the Eastern and Southern Africa region, with operations in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and Malawi. The group offers a wide range of financial products and services in Insurance, Asset management, Banking and Property. Our Mission is to provide outstanding financial services to our customers. Our Vision is to be the most trusted financial service partner. We aim to provide our clients, with an unmatched offering, ensuring first class solutions that help secure the future.
Job Purpose:

Controlling and Managing policies through case management to ensure quality and cost effective care., client service, processing and payment of EMC claims.

Key responsibilities:

• Set the appropriate parameters for each admission (claim reserve, initial authorized cost and duration).
• Interact with clients and service providers to ensure that the care is given within policy guidelines.
• Review medical reports and claims for compliance with set guidelines.
• Liaise with underwriters on scope of cover for the various schemes.
• Ensure that medical scheme members are attended to round the clock with support from 24-hour call centre.
• Poly-Pharmacy – discourage poly-pharmacy by diligent challenging of prescriptions and suggesting better alternatives.
• Generic substitution – Encourage use of generics where indicated as a method of reducing the organizations pharmaceutical expenditure.
• Review documents and pertinent requirements regarding claims from providers and clients.
• Ensure that the claim made by the claimant is complete in form and complies with the documentary requirements of an insurance claim.
• Management of relationships with clients, intermediaries and service providers.
• Verification and audit of outpatient and inpatient claims to ensure compliance and mitigate risk.
• Advice claimants regarding basic matters about their insurance coverage in relation to the insurance claim.
• Respond to both internal and external claims inquiries concerning claims process, service providers, and the filing/completion of proper forms.
• Record all claims transactions.
• Prepare claims registers for claims meetings and update the various claims reports.
• Track and follow up on receipt of necessary documents.
• Delegated Authority:  As per the approved Delegated Authority Matrix.

Requirements

Knowledge, experience and qualifications required:

• Professional Nursing qualification KRCHN licensed by Nursing council of Kenya.
• At least one-year experience in case management and claims processing.

Technical/ Functional competencies:

• Knowledge of insurance regulatory requirements.
• Knowledge of insurance products.
• Sales and marketing management skills.

Leadership category responsibility framework (Core Competencies):

Emerging Leaders in Britam need to:

• Plan, direct and apply efficiencies and resources in order to optimize output and profitability against time, cost and team targets.
• Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation.
• Ensure that department priorities are adhered to and effectively communicated.
• Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate.
• Embody a high performance, proactive culture.
• Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimize operational effectiveness.
• Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making.
• Effectively set and monitor priorities and objectives for more junior staff.
• Understand and communicate objectives in relation to the larger organizational impact.
• Effectively disseminate knowledge within the correct context, towards subordinates as well as management.
• Appropriately model the company values while setting the pace and energy for delivering.
• Effectively manage and communicate change within the department in order to increase staff and process effectiveness.
• Provide access to accurate and consistent information and services across all channels.
• Ensure a seamless experience for clients.
• Improve service delivery for clients.
• Engage in continuous brand building to become the trusted partners to clients. 

Britam is a leading diversified financial services group, listed on the Nairobi Securities Exchange. The group has interests across the Eastern and Southern Africa region, with operations in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and Malawi. The group offers a wide range of financial products and services in Insurance, Asset management, Banking and Property. Our Mission is to provide outstanding financial services to our customers. Our Vision is to be the most trusted financial service partner. We aim to provide our clients, with an unmatched offering, ensuring first class solutions that help secure the future.
Job Purpose:

Assist in underwriting and risk assessment within the set standards of service to ensure quality and timely service.

Key Responsibilities:

• Provide information and a premium service to Britam Intermediaries, on products and services while delivering high quality service.
• Raising service requests within the CRM for issues that can’t be resolved, and follow up/Escalate. Follow up to ensure the item is resolved.
• Updating Intermediary records in the systems database as per procedures.
• Initiate investigation through escalation of complaints not solved to the Intermediary Service Team Leader
• Review all applications for insurance – determine the profiles of risks presented to the company for insurance and assess their acceptability or otherwise.
• Confirmation and receipt of General insurance premiums.
• Prepare quotations as per authority matrix.
• Conduct Risk surveys for small risks as per authority matrix.
• Prepare & amp issue certificates and cover notes where necessary.
• Ensure timely preparation and dispatch of policy documents including valuation reports, debit & credit notes & endorsements and authorizing them within agreed and set authority limits.
• Implement credit control policy and ensure that premiums are debited and collected as required.
• Assess the loss ratios and ensure adherence to the underwriting guidelines at renewal.
• Process renewals and issue renewal quotations.
• Perform policy audits for Ordinary life policies when requested.
• Initiate processing of AMC and Pension business through scanning and indexing new business applications, top ups, withdrawals, rollovers and switches.
• Processing of claims & benefits under instructions of and in liaison with the Intermediary Service Team Leader.
• Drive use of self-service portals for both FAs and customers.
• Ensure business retention through conservations of policies and renewals of General business.
• Identification of FA learning gaps and addressing it with assistance from the sales training team.
• Sales Agents Portfolio Management.(Recommend this moves to commercial).
• Effecting Recruitment, Terminations and Reinstating.
• COP and Sales Agent facilitation loans accounts reconciliation.
• Management of Unit Manager recruitment and onboarding processes.
• Compiling of Sales Agent Data on Group Life and Last expense received from branch and communicating the same to Group life department.
• Management of Merchandise shop.

Requirements

Knowledge, experience and qualifications required

• Bachelor’s degree (insurance option preferred).
• At least Three years experience in the insurance industry.
• Progress towards attaining professional qualification in Insurance (ACII, AIIK, FLMI).
• Experience in customer service.

Technical/ Functional competencies

• Knowledge of insurance concepts.
• Knowledge of underwriting processes and procedures.
• Technical competence in underwriting insurance risks.
• Knowledge of insurance regulatory requirements.
• Knowledge of Britam products.

Leadership category responsibility framework (Core Competencies)

Emerging Leaders in Britam need to:

• Plan, direct and apply efficiencies and resources in order to optimize output and profitability against time, cost and team targets.
• Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation.
• Ensure that department priorities are adhered to and effectively communicated.
• Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate.
• Embody a high performance, proactive culture.
• Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimize operational effectiveness.
• Effectively communicate resource needs, possible opportunities and achievements to management in
• order to aid them in their decision-making.
• Effectively set and monitor priorities and objectives for more junior staff.
• Understand and communicate objectives in relation to the larger organizational impact.
• Effectively disseminate knowledge within the correct context, towards subordinates as well as management.
• Appropriately model the company values while setting the pace and energy for delivering.
• Effectively manage and communicate change within the department in order to increase staff and process effectiveness.
• Provide access to accurate and consistent information and services across all channels.
• Ensure a seamless experience for clients.
• Improve service delivery for clients.
• Engage in continuous brand building to become the trusted partners to clients 

Britam is a leading diversified financial services group, listed on the Nairobi Securities Exchange. The group has interests across the Eastern and Southern Africa region, with operations in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and Malawi. The group offers a wide range of financial products and services in Insurance, Asset management, Banking and Property. Our Mission is to provide outstanding financial services to our customers. Our Vision is to be the most trusted financial service partner. We aim to provide our clients, with an unmatched offering, ensuring first class solutions that help secure the future.
Job Purpose:

Controlling and Managing policies through case management to ensure quality and cost effective care, client service, processing and payment of EMC claims.

Key responsibilities:

• Set the appropriate parameters for each admission (claim reserve, initial authorized cost and duration).
• Interact with clients and service providers to ensure that the care is given within policy guidelines.
• Review medical reports and claims for compliance with set guidelines.
• Liaise with underwriters on scope of cover for the various schemes.
• Ensure that medical scheme members are attended to round the clock with support from 24-hour call centre.
• Poly-Pharmacy – discourage poly-pharmacy by diligent challenging of prescriptions and suggesting better alternatives.
• Generic substitution – Encourage use of generics where indicated as a method of reducing the organizations pharmaceutical expenditure.
• Review documents and pertinent requirements regarding claims from providers and clients.
• Ensure that the claim made by the claimant is complete in form and complies with the documentary requirements of an insurance claim.
• Management of relationships with clients, intermediaries and service providers.
• Verification and audit of outpatient and inpatient claims to ensure compliance and mitigate risk.
• Advice claimants regarding basic matters about their insurance coverage in relation to the insurance claim.
• Respond to both internal and external claims inquiries concerning claims process, service providers, and the filing/completion of proper forms.
• Record all claims transactions.
• Prepare claims registers for claims meetings and update the various claims reports.
• Track and follow up on receipt of necessary documents.
• Delegated Authority:  As per the approved Delegated Authority Matrix.

Requirements

Knowledge, experience and qualifications required:

• Professional Nursing qualification KRCHN licensed by Nursing council of Kenya.
• At least one-year experience in case management and claims processing.

Technical/ Functional competencies:

• Knowledge of insurance regulatory requirements.
• Knowledge of insurance products.
• Sales and marketing management skills.

Leadership category responsibility framework (Core Competencies):

Emerging Leaders in Britam need to:

• Plan, direct and apply efficiencies and resources in order to optimize output and profitability against time, cost and team targets.
• Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation.
• Ensure that department priorities are adhered to and effectively communicated.
• Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate.
• Embody a high performance, proactive culture.
• Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimize operational effectiveness.
• Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making.
• Effectively set and monitor priorities and objectives for more junior staff.
• Understand and communicate objectives in relation to the larger organizational impact.
• Effectively disseminate knowledge within the correct context, towards subordinates as well as management.
• Appropriately model the company values while setting the pace and energy for delivering.
• Effectively manage and communicate change within the department in order to increase staff and process effectiveness.
• Provide access to accurate and consistent information and services across all channels.
• Ensure a seamless experience for clients.
• Improve service delivery for clients.
• Engage in continuous brand building to become the trusted partners to clients. 

Job Purpose:

• Assist in underwriting and risk assessment within the set standards of service to ensure quality and timely service.
• Responsible for delivering an exceptional customer experience at the Britam branch level and putting the needs of every customer at the heart of every decision making process.

Key responsibilities:

Corporate Business

• Review all applications for insurance – determine the profiles of risks presented to the company for insurance and assess their acceptability or otherwise.
• Prepare quotations as per authority matrix.
• Custodian of underwriting documents e.g.Comesa cards.
• Conduct Risk surveys for small risks as per authority matrix.
• Prepare and issue certificates and cover notes where necessary.
• Ensure timely preparation and dispatch of policy documents including valuation reports, debit, credit notes & endorsements and authorising them within agreed and set authority limits.
• Implement credit control policy and ensure that premiums are debited and collected as required.
• Ensure receipting of premium collections, daily banking as well as preparation of premium reports for all lines of business as applicable.
• Review and communicate renewal terms, ensure renewal notices go out on time and follow up renewals to ensure high retention rate.

Retail Business

• Conduct 1st level underwriting of new business /by carrying out completeness and accuracy checks to ensure data was captured accurately in the application and systems.
• Scanning and indexing of customer instructions.
• Receipting (cheques/standing orders/check offs) and posting payments in LOB system.
• Preparing Daily Premium reports.
• Advise Policy Administration on dishonoured cheques and write letters to customers regarding the same.
• Processing refunds/cancelled policies/deductions after maturity, claims and surrenders.
• Forward issued applications to registry.
• Hold briefing the event the customer service assistant is absent by performing that role/tasks.
• Delegated Authority: As per the approved Delegated Authority Matrix.
• Prepare quotations in collaborations with the CSE.
• Drive customer self service by encouraging all walk-in clients to sign up to the customer portal and offer necessary support.
• Ensure business retention by taking initiative to conserve cancellations and surrenders before processing customer instructions.

Knowledge, experience and qualifications required

• Bachelor’s degree (insurance option preferred).
• At least one year experience in the insurance industry.

Technical/ Functional competencies

• Knowledge of insurance concepts.
• Knowledge of underwriting processes and procedures.
• Technical competence in underwriting insurance risks.
• Knowledge of insurance regulatory requirements.

Leadership category responsibility framework (Core Competencies)

Emerging Leaders in Britam need to:

• Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets.
• Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation.
• Ensure that department priorities are adhered to and effectively communicated.
• Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate.
• Embody a high performance, proactive culture.
• Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
• Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making.
• Effectively set and monitor priorities and objectives for more junior staff.
• Understand and communicate objectives in relation to the larger organisational impact.
• Effectively disseminate knowledge within the correct context, towards subordinates as well as management.
• Appropriately model the company values while setting the pace and energy for delivering.
• Effectively manage and communicate change within the department in order to increase staff and process effectiveness.
• Provide access to accurate and consistent information and services across all channels.
• Ensure a seamless experience for clients.
• Improve service delivery for clients.
• Engage in continuous brand building to become the trusted partners to clients

Job Ref. No. JLIL121

Role Purpose

The Underwriter will be responsible for ensuring efficiency in life underwriting and individual pensions member registration for a variety of products to contribute to the achievement of financial objectives of the business. Carry out duties in line with compliance of underwriting and member registration activities and processes.

Main Responsibilities

• Underwriting– Risk assessment, classifying of risk and pricing accordingly. Ensure that new clients comply with life insurance and pensions regulations relating to KYC and anti-money laundering guidelines.
• New Business Issuance–Ensuring timely issuing of new business within given TAT.
• Creation of Individual Pension Plan accounts and member certificate preparation within given TAT.
• Policy Document Preparation – Signing of policy documents as per the authority limits.
• Data Management – Ensuring data relating to new business is continuously updated and well maintained and handled with utmost confidentiality.
• Customer Care–Ensuring timely response to customer queries and requests and adhering to “get right the first time” policy. Liaise with tied agents and intermediaries to achieve issuance of policies within given timelines.
• Book medical fees for doctors in the system.
• Ensure timely payment of doctors and other service providers within 30 days of invoice.
• Keep up to date with industry changes and maintain good working relationships with our various stakeholders.
• Manage the not taken up policies to ensure conversion of pending proposals to issued business within given timelines.
• Monitor changes of policy premium status and identify and address process gaps within the new business.
• Carry out financial underwriting for given policies and implement other activities aimed at improvements of new business persistency
• Any other responsibility as may be assigned by supervisor or management from time to time.

Academic Qualifications

• Bachelor’s degree in insurance or related discipline.

Professional Qualifications

• Diploma in CII or IIK.

Functional Skills

• Excellent communication & presentation skills.
• Problem solving skills.
• Knowledge in Microsoft Excel is an added advantage.
• Excellent interpersonal skills.
• Excellent customer care skills.
• Computer literate.
• Technical competence in insurance.
• Basic knowledge of regulations by AKI and IRA.
• Team spirit

Relevant Experience

• Minimum of 5 years’ relevant experience in a similar position.

Closing: 12 March 2023

Method of Application

If you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting the job reference number and position  

JOB DESCRIPTION

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.

KNOWLEDGE; SKILLS AND EXPERIENCE REQUIRED FOR THIS ROLE

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 hr@rafiki.co.ke quoting the position applied for and location on the e-mail subject on or before 15th March 2023 at 5:00pm. 

JOB DESCRIPTION

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.

KNOWLEDGE; SKILLS AND EXPERIENCE REQUIRED FOR THIS ROLE

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 hr@rafiki.co.ke quoting the position applied for and location on the e-mail subject on or before 15th March 2023 at 5:00pm. 

JOB DESCRIPTION

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.

KNOWLEDGE; SKILLS AND EXPERIENCE REQUIRED FOR THIS ROLE

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 hr@rafiki.co.ke quoting the position applied for and location on the e-mail subject on or before 15th March 2023 at 5:00pm.