KEY RESPONSIBILITIES:
- Achieve sales targets (both Retail & Insurance) in accordance with the budgets provided; Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of General and Life insurance products.
- Retention of customers within the assigned portfolio – Ensure retention ratio of 85%.
- Drive the life Insurance Sales and ensure that set sales budgets are met.
- Provide pipeline data as requested. Monitor own sales performance on a daily, weekly, and monthly basis and provide results to the Sales Managers.
- Own customer queries and complaints around insurance products and resolve in a timely manner. Escalate any unresolved queries to the Line Manager or the Head Office Bancassurance team.
- Ensure accuracy of each application and all other customer documents. Accountable for the accuracy and quality of each application and supporting documents completed and submitted.
- Ensure all claims are reported to Head office Bancassurance team as guided while providing timely feedback to the clients. Assist the client to attach relevant documentation and have claim forms well completed.
- Ensure premiums are collected strictly as per the credit control policy.
- Conduct Branch staff training on Bancassurance products.
- Ensure compliance to the Group’s policies in delivering day-to-day business expectations.
The Person:
For the above position, the successful applicant should have the following:
Academic Qualifications:
- Bachelor’s degree from a university recognized by Commission of University Education.
Master’s degree is an added advantage.
Professional Qualifications
Evidence of the required qualification in insurance which shall include either of the following:
a) Certificate of Proficiency (COP) or Executive Certificate of Proficiency (ECOP),
b) COP exemption certificate issued by the College of Insurance,
c) Insurance professional qualification from an approved organization,
d) Bachelor of Commerce (Insurance Option) from a university recognized by Commission of University Education
Work Experience:
- At least 1 year of experience in sales.
- Strong knowledge of Insurance Products.
Skills Required
- Bachelor's degree from a university recognized by Commission of University Education
- Professional qualification in insurance (COP, ECOP, or similar)
- At least 1 year of experience in sales
- Strong knowledge of Insurance Products
What We Do
KCB Group, is the largest financial services organization in East Africa in terms of asset size. The Group's headquarters are located in Nairobi, Kenya, with subsidiaries in Kenya, Rwanda, Southern Sudan, Tanzania, Uganda and Burundi. In 2015, KCB Group opened a representative office in Ethiopia, expanding the growth of the organization. The Bank is over 124 years old having started in Mombasa in 1896. KCB Group has over 354 branches, 26,394 Agents/POS Merchants and 1,103 ATMs. The bank also offers Mobile Banking though the KCB App, Internet Banking and Diaspora Banking Services platform that can be accessed 24/7 basis. The Bank services over 26.8 million customers across the region. KCB Group is the largest financial services organization in East Africa, with an estimated asset base of approximately Ksh. 1.02 trillion as at the of end H1 2021.
