Assistant Bancassurance Officer at Caritas MFB

JOB PURPOSE

The Job holder is primarily responsible for growth of the Bancassurance business in Nakuru branch by bringing in new business and sustaining existing business in line with Bancassurance growth strategy.

KEY RESPONSIBILITIES

•  Receiving customers and attending to enquiries
•  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 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 timely basis particularly for high ticket clients.
•  Ensure clients whose claims are being processed are kept abreast on 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
•  To perform any other duty as assigned in line with the organization goals and objective

QUALIFICATION AND EXPERIENCE REQUIREMENTS

•  Degree in a Business Management, Accounting, Finance or Business Administration.
•  Professional banking qualifications will be added advantage.
•  COP or any other professional qualification in Insurance
•  2 years’ work experience in a bank will be added advantage.
•  Excellent customer service skills
•  Able to multitask.
•  A fast learner
•  Good communication and interpersonal skills
•  Good marketing and People management skills
•  Must be self-driven; possess excellent administrative, communication and
• interpersonal skills, strong organization, and negotiation skills.