Caritas Microfinance Bank is the fastest growing Micro Finance Bank in Kenya whose vision is
‘The Household Bank that Adds Value to All’. As part of our expansion strategy, we are seeking
competent and qualified staff to fill the following position:
ASSISTANT BANCASSURANCE OFFICER JOB DESCRIPTION
The Job holder is primarily responsible for the growth of the Bancassurance Business in
allocated branches by bringing in new business and sustaining existing business in line with
Bancassurance growth strategy
Key Responsibilities
Sales and support of insurance at the branch level which entails cross-selling insurance
products, consumer awareness/ customers’ sensitization initiatives, processing insurance
transactions within defined terms and conditions, supporting clients with claims advise
and documentation.
Provide Competitive Quotations: Deliver accurate and competitive quotations promptly
at the branch and prospective clients for all product lines.
Conduct Product Training: Conduct continuous bancassurance product training to
branch and prospective clients.
Ensure business high retention rates through active monitoring and support renewal
engagements on a timely basis particularly for high ticket clients.
Ensure clients whose claims are being processed are kept abreast of the progress of their
claims.
Develop good working relationships with various branch departments, working closely
Relationship officers & Credit analysts to generate insurance business and leads through
their customers.
Ensure customer inquiries are resolved promptly as per laid down policies and
procedures.
QUALIFICATION AND EXPERIENCE REQUIREMENTS
A degree in relevant field from a recognized university.
COP or any other professional qualification in Insurance
Good planning and organization skills with the ability to deliver effectively under strict
deadlines.
Excellent communication, presentation, and customer service skills.
Good knowledge of general insurance products and working knowledge of life insurance.
A creative, proactive, passionate, and innovative individual with a passion for excellent
results.
At least 1 year experience in selling Bancassurance or Insurance related products.
Interested candidates who meet the criteria above are encouraged to send their application letters
and detailed CVs to: Email: [email protected].
Kindly indicate the position title on the subject line when applying.
The closing date for application will be 7th
February 2025. Only shortlisted candidates will be
contacted. For more information, please visit http://www.caritas-mfb.co.ke
