Responsibilities or duties

• Drive achievement of annual, quarterly and monthly health insurance premium targets through bancassurance channels.
• Identify, negotiate and close new business opportunities within partner bank customer segments in line with company underwriting and quality guidelines.
• Promote health insurance products through branch visits, activations, presentations and joint marketing initiatives with partner banks.
• Build and maintain strong relationships with bank branches, relationship managers and other stakeholders to enhance business growth and customer retention.
• Support bank staff through continuous product training, lead generation support, cross- selling initiatives and conversion of prospects into business.
• Prepare and provide accurate quotations and ensure timely processing, issuance, endorsements and renewals of policies.
• Facilitate onboarding of clients by ensuring complete documentation, accurate customer information and compliance with underwriting requirements.
• Liaise with underwriting, claims, operations, ICT and other internal departments to ensure efficient service delivery and customer satisfaction.
• Guide clients and bank staff on claims procedures, follow up on claims processing and resolve customer queries and complaints promptly.
• Monitor portfolio performance, customer preferences, market trends, retention levels and productivity to identify growth opportunities and improve service delivery.
• Ensure compliance with company policies, insurance regulations, KYC, AML, data protection, Treat Customers Fairly (TCF) and credit control requirements.
• Maintain proper documentation and ensure engagement only with properly licensed and compliant bancassurance partners.
• Prepare timely and accurate sales, portfolio and performance reports and provide recommendations for continuous improvement.
• Build and maintain strong knowledge of health insurance products, market developments and competitor activities to support business growth.
• Leverage synergies with other business units and group companies to maximize revenue opportunities.

Qualifications or requirements

• Bachelor’s degree in Marketing, Insurance, Economics, Actuarial Science or other business-related discipline
• Progress towards Diploma in Insurance (ACII or AIIK), (at least 3 papers or equivalent)

Experience needed

• At least two (2) years’ experience in the insurance industry
• Demonstrated success in insurance sales and business development

Any other provided details

• Customer, market and competitor understanding
• Knowledge of insurance industry and concepts
• Knowledge of insurance regulatory requirements
• Knowledge of medical underwriting processes, procedures and concepts
• Negotiation skills
• Business management skills
• Excellent analytical skills
• Excellent organizational and stakeholder management skills

• Drive achievement of annual, quarterly and monthly health insurance premium targets through bancassurance channels.
• Identify, negotiate and close new business opportunities within partner bank customer segments in line with company underwriting and quality guidelines.
• Promote health insurance products through branch visits, activations, presentations and joint marketing initiatives with partner banks.
• Build and maintain strong relationships with bank branches, relationship managers and other stakeholders to enhance business growth and customer retention.
• Support bank staff through continuous product training, lead generation support, cross- selling initiatives and conversion of prospects into business.
• Prepare and provide accurate quotations and ensure timely processing, issuance, endorsements and renewals of policies.
• Facilitate onboarding of clients by ensuring complete documentation, accurate customer information and compliance with underwriting requirements.
• Liaise with underwriting, claims, operations, ICT and other internal departments to ensure efficient service delivery and customer satisfaction.
• Guide clients and bank staff on claims procedures, follow up on claims processing and resolve customer queries and complaints promptly.
• Monitor portfolio performance, customer preferences, market trends, retention levels and productivity to identify growth opportunities and improve service delivery.
• Ensure compliance with company policies, insurance regulations, KYC, AML, data protection, Treat Customers Fairly (TCF) and credit control requirements.
• Maintain proper documentation and ensure engagement only with properly licensed and compliant bancassurance partners.
• Prepare timely and accurate sales, portfolio and performance reports and provide recommendations for continuous improvement.
• Build and maintain strong knowledge of health insurance products, market developments and competitor activities to support business growth.
• Leverage synergies with other business units and group companies to maximize revenue opportunities.

• Customer, market and competitor understanding
• Knowledge of insurance industry and concepts
• Knowledge of insurance regulatory requirements
• Knowledge of medical underwriting processes, procedures and concepts
• Negotiation skills
• Business management skills
• Excellent analytical skills
• Excellent organizational and stakeholder management skills

• Bachelor’s degree in Marketing, Insurance, Economics, Actuarial Science or other business-related discipline
• Progress towards Diploma in Insurance (ACII or AIIK), (at least 3 papers or equivalent)