RELATIONSHIP OFFICER BANCASSURANCE

RELATIONSHIP OFFICER BANCASSURANCE- IJA/ROBC/06/25

Are you a go-getter, positive minded individual who fits the role profile captured below? There are several

opportunities for ambitious, self-driven individuals.

Reporting to: Business Development Manager Bancassurance

Job Purpose: Reporting to the Business Development Manager, Bancassurance, the role holder is responsible for

bancassurance business growth and development to generate revenues to support the Bancassurance growth

strategy.

Key Responsibilities

Drive growth in Bancassurance business across the bank`s distribution Channels through new business

acquisition & revenue growth.

Responsible for insurance business growth and development to generate revenues to support the

Bancassurance growth strategy.

Execution of day-to-day Insurance operations and business initiatives at branch level; New business

development, Upselling & cross-selling of insurance products, claims administration and documentation

etc.

Prepare and maintain on an ongoing basis, daily sales report and monthly performance reports to present

to the branch manager.

Work closely with the Branch Manager, branch business teams and Credit team to design strategies to

leverage the existing clientele and expand the bancassurance wallet share by selling insurance products

hence deepening relationships and accelerate revenue growth.

Spearhead marketing initiatives or drives on insurance products to existing and prospective bank

customers.

Mine and ensure that all collaterals /assets/ securities within the corporate loan book are properly and

adequately insured and the bank’s interest properly noted to mitigate risks of exposure to the bank

securities.

Business Retention: Timely renewal of existing business to avoid revenue loss through timely contact and

engagements with the policyholders, and overall relationship management.

Work closely with the branch management team to ensure the branch meets the set targets on insurance

business.

Provide advisory services to credit department/ branch on relevant insurance policies for businesses/ clients

accessing credit facilities from the branch.

Champion Insurance products and all relevant business training at the branch level to sensitize branch staff

on bancassurance business.

Efficiently and effectively resolve all insurance inquiries or issues from clients and within the assigned

branch(es), including claims management.

Ensure compliance with all regulatory and internal procedures in relation to bancassurance business within

branches.

Responsible for premium collection and ensuring that debt levels are kept within set levels and in line with

laid down bancassurance Credit policy and underwriting guidelines.

Participate in branch meetings and any other business forums offering valuable ideas contributing towards

the growth of business.

Any other official duty that may be allocated by the line manager from time to time.

QUALIFICATIONS

Bachelor’s degree in a business-related field from a recognized university.

Professional Qualifications- Certificate of Proficiency in insurance (COP), Diploma in insurance will be an

added advantage.

At least 2 years active working experience in direct sales within a Bancassurance environment or Insurance

industry.

Exposure to bancassurance processes and procedures will be an added advantage.

Excellent knowledge of Insurance products, underwriting processes and emerging market/industry trends

Highly effective communication and collaboration skills

Strong presentation and customer service skill set

Results oriented and self-driven with a proven performance track record.

Good planning, organization, and reporting skills with the ability to deliver effectively under strict deadlines.

Exposure to Insurance products in the bank set-up with knowledge of the Bank’s set standards, policies

and operating manual, with sound knowledge of bank products.

Key Competencies and Attributes

Goal focused and able to spot business opportunities.

Builds networks and maintains strong relationships to achieve desired results.

Ability to develop and maintain effective work relationships with internal and external partners.

Excellent business development and Client Relationship Management skills.

Responsible, reliable, has leadership skills and business acumen to spot opportunities readily.

Have passion and drive to achieve results under difficult circumstances.

Pleasant and able to relate well in diverse social set ups and teams

Upholds high standard of Professionalism, integrity, and respect for others.

Drives high performance through collaboration with teams.

ALL applicants MUST apply online to the email; recruitment@familybank.co.ke; closing date is 3rd July 2025

Canvassing will automatically disqualify the candidate. Only shortlisted candidates will be contacted.

“We are an equal opportunity employer.”