Zamara is a financial services firm that primarily offers Actuarial Services, Pensions Administration and Consulting and Insurance Brokerage Services. Zamara has been in the Kenyan Market for over 23 years, initially operating as Hymans Robertson and more recently as Alexander Forbes. Working at Zamara offers our people the opportunity to work for a Truly Pan-African Financial Services firm.

KEY ROLES AND RESPONSIBILITIES

In more detail, the areas of responsibility include

Scheme Governance & Compliance

• Prepare for and ensure smooth running of the Retail pension schemes as per regulation and as per set Zamara standards
• Ensuring the record keeping of all division documents, contracts, agreements, policies, licenses and any other such documentation according to division standards
• Ensure all relevant scheme policies and contracts are up to date and are properly serviced.
• Undertake daily administrative tasks to ensure the functionality and coordination of the department’s activities.
• Co-ordinate external and internal service provider teams to ensure scheme deliverables are met and on time.
• Ensuring the success of all relevant scheme events i.e. BOT meetings, AGM’s, SGM’s and Member engagement days.

Product Management

• Come up with and maintain product checklists as per division standards to ensure effective product management
• Ensure continuous development of tech-enabled product toolkits
• Ensuring that Financial Advisors & Product Specialists are well trained and enabled to distribute retirement products
• Co-ordinate internal teams to ensure that the Holistic product experience is as intended and standardized
• Co-ordinate with Marketing to ensure that all Retirement Product collateral is up to the required Product standard

Commercial & Operational

• Continuously prepare and update Product-Client Analytics to support data driven decisions
• Ensure billing and collection of product fees & revenue and ensure that all service providers are paid
• Ensure Monthly billing & payment of all service providers.
• Assist in coming up with and maintaining Product commercials, both structured (Monthly) and periodically, as and when needed to ensure effective commercial management of the Retail retirement products
• Ensure all relevant product commissions are paid out correctly and on time as per the division standards
• Ensure that all product S.O. P’s are as envisioned and are being applied in the correct manner in conjunction with the relevant operations team
• Ensure that all audit queries and operational issues are addressed and closed according to division standards

KEY SKILLS AND QUALIFICATION

The following experience is preferred:

• Bachelor’s degree in a business-related field.
• Minimum of 7 years’ experience in Retirement Scheme Administration & Relationship Management.
• Good knowledge of Zamara retail solutions and products.
• Business Acumen
• Relationship building & networking skills.
• Excellent oral & written communication skills.

• Prepare for and ensure smooth running of the Retail pension schemes as per regulation and as per set Zamara standards
• Ensuring the record keeping of all division documents, contracts, agreements, policies, licenses and any other such documentation according to division standards
• Ensure all relevant scheme policies and contracts are up to date and are properly serviced.
• Undertake daily administrative tasks to ensure the functionality and coordination of the department’s activities.
• Co-ordinate external and internal service provider teams to ensure scheme deliverables are met and on time.
• Ensuring the success of all relevant scheme events i.e. BOT meetings, AGM’s, SGM’s and Member engagement days.
• Come up with and maintain product checklists as per division standards to ensure effective product management
• Ensure continuous development of tech-enabled product toolkits
• Ensuring that Financial Advisors & Product Specialists are well trained and enabled to distribute retirement products
• Co-ordinate internal teams to ensure that the Holistic product experience is as intended and standardized
• Co-ordinate with Marketing to ensure that all Retirement Product collateral is up to the required Product standard
• Continuously prepare and update Product-Client Analytics to support data driven decisions
• Ensure billing and collection of product fees & revenue and ensure that all service providers are paid
• Ensure Monthly billing & payment of all service providers.
• Assist in coming up with and maintaining Product commercials, both structured (Monthly) and periodically, as and when needed to ensure effective commercial management of the Retail retirement products
• Ensure all relevant product commissions are paid out correctly and on time as per the division standards
• Ensure that all product S.O. P’s are as envisioned and are being applied in the correct manner in conjunction with the relevant operations team
• Ensure that all audit queries and operational issues are addressed and closed according to division standards

• Business Acumen
• Relationship building & networking skills.
• Excellent oral & written communication skills.

• Bachelor’s degree in a business-related field.
• Minimum of 7 years’ experience in Retirement Scheme Administration & Relationship Management.
• Good knowledge of Zamara retail solutions and products.