Role Overview
This role is responsible for supporting the branch to cross-sell and increase the uptake of Insurance products through collaborating with the team to identify opportunities and move them forward into placement of covers, in line with the overall strategy of Equity Bank Kenya.
Key Responsibilities
- Spearhead SME and Corporate business acquisition through pursuit of internal and external leads and ecosystems mining.
- Organize and attend events such as Conferences, Seminars, Receptions, and exhibitions to promote and support Bancassurance & Bank business.
- Mentor business teams who can champion Insurance Products in branches which have no bancassurance officers.
- Create good relationships with branch team leaders to ensure value-added support for bancassurance business at branch level.
- Disseminate insurance product knowledge to non-bancassurance officers at branches and other departments of the bank through training.
- Ensure the region achieves the set business mix target for Motor, Non-Motor, Medical, Agriculture, Life, and Micro business.
- Participate in all regional initiatives together with other business units and sectors to push for bancassurance business and other bank business.
- Assist branch teams to support customers in documentation and processing of their insurance claims in collaboration with HO Claims Department.
- Support the region in any other area as may be requested by management.
- Support the HO Bancassurance Team in projects implementation as requested from time to time.
Qualifications and Experience
- Bachelor’s degree in Insurance or Business.
- 7 years of experience in insurance sales management.
- Diploma in Insurance or a Certificate of Proficiency (COP) in Insurance.
- Strong knowledge of compliance and regulatory requirements in both banking and insurance sectors.
Key Competencies & Skills
- Good interpersonal skills.
- Strong leadership skills.
- Excellent communication skills.
- Ability to develop and implement regional sales strategies.
- Strong analytical and problem-solving skills.
- Ability to develop relationships with both existing & potential customers.
- Strong organizational and management skills.
- Alignment with Equity culture and values.
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