Bancassurance Relationship Officer at Prudential Life Assurance Kenya

About the Role

The Bancassurance Relationship Officer will be a key driver for the development and execution of sales and marketing programs across the retail segment, in line with our Bancassurance strategy.

Strategic Accountabilities

• Create and manage relationships with existing Financial Institution partners, including growing and serving all partners within your portfolio
• Provide necessary support to partnering banks to ensure they carry out their duties in line with set standards and procedures
• Participate in setting and ensuring achievement of annual, quarterly, and monthly Bancassurance and MFI sales budgets and targets
• Develop and ensure implementation of sales strategies and policies to guide daily operations and ensure achievement of targets

Relationship Management

• Identify potential Bancassurance channel partners and foster good working relationships to expand distribution channels and grow business
• Make regular visits to bank branches to establish key relationships with Relationship Managers and Branch Managers, growing and servicing business through the bancassurance distribution channel
• Answer and manage all requests from partners and clients regarding Bancassurance requirements
• Perform additional duties as assigned in line with organizational goals and objectives, including regular attendance at training sessions

Sales and Service Delivery

• Act as the liaison manager with all insurance partners on insurance matters
• Determine, agree, and monitor achievement of sales and service KPIs with bank partners, including appropriate staffing levels for each location
• Partner with new banks that have potential to become productive Bancassurance partners

Product Development

• Actively identify product needs for all customer bases across the business