Caritas Microfinance Bank is a licensed microfinance bank regulated by Central Bank of Kenya. We offer a full range of innovative and customized financial services with a special focus on the unbanked and underbanked. The Assistant Bancassurance Officer is primarily responsible for the growth of the Bancassurance Business in allocated branches by bringing in new business and sustaining existing business in line with the bank's Bancassurance growth strategy.
Key Responsibilities
Sales and Support: Drive insurance sales at the branch level which entails cross-selling insurance products, consumer awareness/customers’ sensitization initiatives, processing insurance transactions within defined terms and conditions, and supporting clients with claims advice and documentation.
Provide Competitive Quotations: Deliver accurate and competitive quotations promptly at the branch and to prospective clients for all product lines.
Conduct Product Training: Conduct continuous bancassurance product training for branch staff and prospective clients.
Business Retention: Ensure business high retention rates through active monitoring and supporting renewal engagements on a timely basis, particularly for high-ticket clients.
Claims Management: Ensure clients whose claims are being processed are kept abreast of the progress of their claims.
Internal Relationships: Develop good working relationships with various branch departments, working closely with Relationship officers & Credit analysts to generate insurance business and leads through their customers.
Customer Service: Ensure customer inquiries are resolved promptly as per laid down policies and procedures.
Requirements
A degree in a Business-related field from a recognized university.
COP (Certificate of Proficiency) or any other professional qualification in Insurance.
Good planning and organization skills with the ability to deliver effectively under strict deadlines.
Excellent communication, presentation, and customer service skills.
Good knowledge of general insurance products and working knowledge of life insurance.
A creative, proactive, passionate, and innovative individual with a passion for excellent results.
At least 2 years of experience in selling Bancassurance or Insurance related products.
How to Apply
Interested candidates who meet the criteria above are encouraged to send their application letters and detailed CVs to: Email: recruitment@caritas-mfb.co.ke. Kindly indicate the position title on the subject line when applying. Closing date for application will be on 13th May 2026.
How to Apply
Interested candidates who meet the criteria above are encouraged to send their application letters and detailed CVs via email to: recruitment@caritas-mfb.co.ke. Ensure that you indicate the position title "Assistant Bancassurance Officer" in the subject line of your email. The deadline for applications is May 13, 2026.
