Background information about the job or company

As one of the largest insurers and financial services companies in East Africa, we have decades of experience in helping discerning individuals protect and create their wealth. But that’s not all. We also keep an eye firmly on the future, using innovation to craft financial products and services that we know you need in today’s constantly changing world....

Responsibilities or duties

This is a full-time, on-site Insurance Agent role based in Nairobi. The Insurance Agent will identify and engage prospective clients, present suitable insurance products, and support clients in selecting coverage that aligns with their needs and financial goals. Daily responsibilities include building and maintaining client relationships, handling policy applications, processing renewals, and offering after-sales service. The role also involves collaborating with internal teams, staying updated on product offerings and regulatory requirements, and meeting individual and team sales targets. The Insurance Agent will provide ongoing customer support, respond to inquiries, and ensure a positive client experience throughout the policy lifecycle.

Qualifications or requirements

• Strong skills in Insurance Sales and Insurance, with the ability to match products to client needs.
• Proven Customer Service skills, with a focus on responsiveness, empathy, and clear communication.
• Ability to build and manage a client portfolio, including prospecting, networking, and relationship management.
• Proficiency in basic computer applications and CRM or sales management tools.
• Relevant professional certification (ECOP) or training in insurance or financial services is an advantage.
• Diploma or degree in Business, Finance, Marketing, or a related field preferred

• Identify and engage prospective clients.
• Present suitable insurance products.
• Support clients in selecting coverage that aligns with their needs and financial goals.
• Build and maintain client relationships.
• Handle policy applications.
• Process renewals.
• Offer after-sales service.
• Collaborate with internal teams.
• Stay updated on product offerings and regulatory requirements.
• Meet individual and team sales targets.
• Provide ongoing customer support.
• Respond to inquiries.
• Ensure a positive client experience throughout the policy lifecycle.

• Insurance Sales
• Insurance product knowledge
• Customer Service
• Client relationship management
• Prospecting
• Networking
• Basic computer applications
• CRM or sales management tools

• Diploma or degree in Business, Finance, Marketing, or a related field preferred
• Relevant professional certification (ECOP) or training in insurance or financial services is an advantage.