Responsible for driving insurance sales, revenue growth, and portfolio quality within the Retail Banking segment. The role focuses on leveraging the bank’s retail customer base, branch network, and frontline staff to distribute insurance products, deepen client relationships, and deliver exceptional customer experience while ensuring compliance with regulatory requirements.
Key Responsibilities
Sales Strategy & Execution: Drive insurance uptake across the cluster through branch activations, targeted sales campaigns, and strong customer engagement, ensuring sales teams maximize cross‑selling and upselling opportunities.
Portfolio Management: Manage and grow the existing bancassurance portfolio within the assigned cluster by strengthening customer relationships, deepening product penetration, retention and driving sustainable revenue growth.
Staff Coaching: Coach and support Bancassurance Sales Representatives in needs analysis, solution‑based selling, customer education, and effective issue resolution, fostering a customer‑centric culture.
Target Achievement: Support the achievement of life, general insurance, and bank product targets in the assigned cluster by working closely with branch teams and ensuring strong sales performance.
Training: Train and mentor branch staff and sales teams on insurance products, sales techniques, and compliance requirements, while ensuring continuous updates on product changes.
Performance Monitoring: Track, evaluate, and interpret the cluster’s insurance portfolio performance, including sales, renewals, claims, lapses, and risk indicators and provide actionable recommendations.
Retention: Implement proactive customer engagement and retention strategies, in collaboration with the Regional Sales Manager and Head Office team, to drive renewals and reduce cancellations.
Compliance: Ensure full compliance with IRA, CBK, AML, KYC, data protection requirements, and internal policies by maintaining proper documentation and consistent adherence to operational standards.
Stakeholder Collaboration: Collaborate with all Regional and Bank stakeholders including Regional & Branch leadership, business leaders, operations, marketing, and compliance to support business growth.
Requirements and Qualifications
Bachelor’s degree in Insurance, Business, Actuarial Science or a related field.
Professional certification in insurance (COP or ECOP) is mandatory.
At least 3 years of continuous experience in Bancassurance sales within a retail banking environment.
Experience working with cross‑functional teams such as operations, credit, marketing, and branch leadership.
How to Apply
Complete the NBK Bancassurance Intermediary Job Application form on Microsoft Forms via the provided application link.
Submit your CV and an application letter to: Bancarecruitment@nationalbank.co.ke.
The deadline for application is Monday, 9th March 2026.
