Bancassurance Sales Representative - Western Region
Western Region
Posted 28 February, 2026
Deadline 09 March, 2026
0
InsuranceFull-TimeJunior-level(1-2 yrs)
Job Description
Role Overview
The Bancassurance Sales Representative is responsible for selling insurance products and any other products allocated from the Retail business. The primary objective is to provide quick, seamless, timely, quality, efficient, and responsive service to customers at the branch level, specifically within the Western Region.
Key Responsibilities
Sales Drive: Drive sales of life, general, medical, and micro-insurance products in allocated branches to achieve individual and branch targets.
Opportunity Identification: Identify insurance opportunities by collaborating with branch staff and integrating insurance into daily banking conversations.
Market Intelligence: Provide market intelligence, customer insights, and competitor updates to support sales strategies and revenue growth.
Marketing Support: Support marketing campaigns, branch activations, and customer outreach activities to generate leads and close business.
Training & Coaching: Deliver product knowledge and basic technical training to branch staff through huddles and on-the-job coaching.
Sales Productivity: Participate in sales meetings and contribute ideas that enhance sales productivity and customer engagement.
Claims Management: Serve as the first point of contact for claims by assisting with initial documentation and escalating cases appropriately.
Operations & Compliance: Ensure timely submission, processing, and follow-up of all insurance business to deliver smooth customer experiences. Collect and submit accurate documentation for policy issuance, endorsements, and renewals in line with regulatory and internal standards.
Relationship Management: Build strong customer relationships through effective communication, timely responses, and consistent follow-up to support satisfaction and retention.
Skills & Experience
Education: Bachelor’s degree in Insurance, Business, Actuarial Science, or a related field.
Certification: Professional certification in insurance, Certificate of Proficiency (COP) or ECOP is mandatory.
Experience: At least 1 year of experience in Insurance, Bancassurance, or within a financial institution.
Preferred Experience: Experience in selling insurance products or financial solutions is an added advantage.
How to Apply
Complete the application form here and submit your CV, along with an application letter to: Bancarecruitment@nationalbank.co.ke by Monday, 9th March 2026.
How to Apply
To apply for this position, please follow these steps:
