Relationship Officer BD – Life & General Insurance
Location: Mombasa region and Nairobi region
Purpose of the Job:
The incumbent will drive business for Rafiki Microfinance Bancassurance by onboarding supporting life and general insurance clients at the branch in liaison with the Bancassurance underwriters.
Duties & Responsibilities
- Design and implement effective marketing strategies to sell insurance solutions to new clients and upselling/cross selling to existing clients.
- Contact potential clients and create rapport by networking, cold calling, using referrals etc.
- Develop leads, schedule appointments and collect information from clients on their risk profiles in order to offer them customized solutions.
- Establish strong customer and community relationships plus follow up with customers as needed.
- Launch and track insurance claims with claims department to ensure client and company satisfaction and solidify trust and safeguard reputation.
- Coordinating end to end processing of bank`s IPF, disbursement and transfer of the same to Rafiki Bancassurance for issuance of annual covers to our clients on bank asset businesses.
- Liaising with the finance team in coordinating debtors’ reports and action points identified from time to time, reviewing and monitoring status of debt levels and time on risk considerations.
- liaising with Rafiki Microfinance Bancassurance underwriting in negotiating on competitive rates for our clients.
- Daily monitoring of Production report and ensure all branch business have been receipted, approved and posted in the production report
- Ensuring Instructions to place cover from the branches are handled/dealt with within the set TAT`s and covers sent to clients
- Renewals-ensuring no loss of insurance income to RMBI by at least retaining 90% of existing clients
- Debt Management: Liaise with RO and branches to ensure all insurance premiums are paid within the set Finance policy guidelines and timelines
- Identifying training gaps and executing training, Lead generation and closure
- Following up on cancellation notices from insurance companies for policies to be cancelled.
- Liaise with the finance department to ensure client`s insurance premiums are received
- appropriately to avoid future reconciliation issues.
- In charge of new business and also the existing branch portfolio.
Key Competencies, Skills, Qualifications and Experience
- Bachelor’s degree in business r elated Field
- 3 – 4 Years work experience in a similar role in the insurance filed
- Certificate of proficiency in insurance or Diploma in insurance is an added advantage.
- Interpersonal skills
- Networking skills
- Resilient and persistent spirit
- Attention to details
- Relationship Management
- Negotiation skills
- Problem solving skills
- Proficiency in MS Office
- Confidentiality
- Integrity
How to Apply
Interested candidates are requested to send their cover letter and CV to [email protected] quoting the position applied for and job location on the e-mail subject on or before 16th April 2025.
Note: “Only shortlisted candidates shall be contacted”
