Massive Hiring at Bancassurance

Become a Certified Project Management Specialist
Details here

Position: Sales Officer


Sales support

  • Growing already existing accounts in Bancassurance and establishing new tie-ups.
  • Preparing and maintaining accurate, relevant and periodic production report on Insurance transactions.
  • Ensure customer enquiries are resolved promptly as per laid down policies and procedures
  • Ensure compliance to the Bank’s policies, procedures and regulatory requirements.
  • Collections on premiums on all Insurance business transacted on at the assigned branch as per laid down procedures
  • Champion Insurance products training at the Branch by working closely with Branch management to sensitize customers on insurance products.
  • Ensure customer enquiries are resolved promptly as per laid down policies and procedures.
  • Execution of day to day Insurance operations at Branch level which entails cross-selling of insurance products, posting of risk details, claims administration and documentation.

Relationship management

  • The bank is the key customer of the Bancassurance Officer and he/she has to adopt and maintain an open and trusting relationship with the branch staff.
  • Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance and understand their issues/concerns about selling insurance.
  • Follow-up on any medical requirements as required by underwriting terms in a policy.
Related: Admin, Finance, Accounts job opportunities. Click here

Qualifications and requirements:

  • Diploma/University degree from an institution recognized by Commission for Higher Education
  • Any insurance related qualification is an added advantage.
  • Minimum Overall Grade of C in KCSE and above
  • Experience in Bancassurance will be an added advantage.
  • Excellent communication and presentation skills.
  • Excellent interpersonal, and negotiation skills with the ability to network and generate new business
  • Excellent Sales and Client relationship skills.
  • Should Possess these key values  Integrity, good attitude towards work and highly productive.
  • Demonstrate sound knowledge of Bank products and an understanding of banking business and operations.
  • Have high integrity levels; maintains utmost confidentiality of information in their possession.
  • Have great attention to detail.
  • Have the ability to understand and interpret bank foreign exchange rate.

The above position is a demanding role for which the Insurance Company will provide a competitive package for the successful candidate. Interested candidates should send email to benedicto.makena@apalife.co.ke and frank.amollo@dsf.apalife.co.ke

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