Bancassurance Sales Representative - Harambee Region

Key Responsibilities

• Sales Performance: Drive sales of life, general, medical, and micro-insurance products in allocated branches to achieve individual and branch targets.
• Opportunity Identification: Collaborate with branch staff to identify insurance opportunities and integrate insurance into daily banking conversations.
• Market Intelligence: Provide market intelligence, customer insights, and competitor updates to support sales strategies and revenue growth.
• Marketing & Outreach: Support marketing campaigns, branch activations, and customer outreach activities to generate leads and close business.
• Training & Support: Deliver product knowledge and basic technical training to branch staff through huddles and on-the-job coaching.
• Productivity: Participate in sales meetings and contribute ideas that enhance sales productivity and customer engagement.
• Claims Assistance: Serve as the first point of contact for claims by assisting with initial documentation and escalating cases appropriately.
• Operations & Documentation: Ensure timely submission, processing, and follow-up of all insurance business; collect accurate documentation for policy issuance, endorsements, and renewals in line with regulatory standards.
• Relationship Management: Build strong customer relationships through effective communication and consistent follow-up to support satisfaction and retention.

Qualifications and Experience

• Education: Bachelor’s degree in Insurance, Business, Actuarial Science, or a related field.
• Certification: Professional certification in insurance (COP or ECOP) is mandatory.
• Experience: At least 1 year of experience in Insurance, Bancassurance, or within a financial institution.
• Sales Background: Previous experience in selling insurance products or financial solutions is considered an added advantage.