The Bancassurance Sales Representative is responsible for driving the growth of both general and life insurance products within the assigned branch/portfolio. The role involves identifying and meeting customer needs through selling and cross-selling insurance solutions, ensuring high customer retention, resolving client complaints, and training branch staff on Bancassurance products to achieve business targets.
Key Responsibilities
Sales Target Achievement: Achieve sales targets (both Retail & Insurance) in accordance with the budgets provided; Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of General and Life insurance products.
Portfolio Retention: Retain customers within the assigned portfolio, ensuring a retention ratio of 85%.
Life Insurance Growth: Drive life Insurance Sales and ensure that set sales budgets are met.
Performance Monitoring: Provide pipeline data as requested. Monitor own sales performance on a daily, weekly, and monthly basis and provide results to the Sales Managers.
Customer Support & Issue Resolution: Own customer queries and complaints around insurance products and resolve them in a timely manner. Escalate any unresolved queries to the Line Manager or the Head Office Bancassurance team.
Quality Documentation: Ensure accuracy of each application and all other customer documents. Stay accountable for the accuracy and quality of each application and supporting documents completed and submitted.
Claims Management: Ensure all claims are reported to the Head Office Bancassurance team as guided while providing timely feedback to clients. Assist clients in attaching relevant documentation and ensuring claim forms are well completed.
Premium Collection: Ensure premiums are collected strictly as per the credit control policy.
Capacity Building: Conduct Branch staff training on Bancassurance products.
Compliance: Ensure compliance with the Group’s policies in delivering day-to-day business expectations.
Qualifications and Experience
Academic Qualifications:
Bachelor’s degree from a university recognized by the Commission for University Education.
Master’s degree is an added advantage.
Professional Qualifications (Evidence of at least one of the following is required):
Certificate of Proficiency (COP) or Executive Certificate of Proficiency (ECOP).
COP exemption certificate issued by the College of Insurance.
Insurance professional qualification from an approved organization.
Bachelor of Commerce (Insurance Option) from a university recognized by the Commission for University Education.
Work Experience:
At least 1 year of experience in sales.
Strong knowledge of Insurance Products.
How to Apply
Interested and qualified candidates should apply online by visiting the KCB Bank recruitment portal: Apply on Oracle Cloud via MyJobMag. Make sure to submit your application and attach all relevant supporting academic and professional documents before the deadline on June 12, 2026.
