Bancassurance Officer

Management of day to day Insurance operations at the branch level which entails cross-selling insurance products, booking the business within defined terms and conditions, supporting clients with claims advise and documentation

Ensure all customers insurance enquiries are handled promptly and accurate records on insurance transactions maintained at the branch

Effectively create new client relationships and partnerships whilst ensuring retention of existing business relationships by ensuring high standards of customer service

Ensure timely submission of claim documents to Head Office Claims section and continuously update clients whose claims are being processed on progress of their claims

Ensuring premium is collected as per the laid down procedures on all insurance business transacted at the branch

Participate in regional meetings and offer valuable ideas contributing towards the growth of insurance business

Champion Insurance training at the branch working closely with branch management to sensitize customers on insurance products

Identify and leverage potential business opportunities seeking necessary support from the Regional or Marketing Heads and participating in all business growth initiatives in the branch/ Region

1. A university degree from a recognized institution preferably specializing in Insurance, Actuarial Science or business management
2. At least 2 years’ experience in the sales of motor and non-motor insurance products preferably within an insurance intermediary or Insurance Company
3. Experience in Bancassurance will be an added advantage.
4. Good planning and organization skills
5. Reliable team player with strong interpersonal and persuasive skills
6. Good Communication skills and excellent Customer service skills
7. Proficiency in the use of Microsoft office software
8. Accuracy and attention to detail
9. Ability to work independently and deliver effective solutions within strict deadlines
10. Ability to develop working relationships with a wide range of people