Bancassurance Relationship Officer at Prudential Life Assurance Kenya
Confidential
Nairobi, Kenya
Permanent
Published 1 month ago · Expires 3 weeks from now
Job description
## Title: Bancassurance Relationship Officer
About the Role
We are seeking a suitably qualified Bancassurance Relationship Officer to be a key driver for the development and execution of sales and marketing programs within the retail segment, in line with our Bancassurance strategy.
Strategic Accountabilities
- Create and manage existing relationships with Financial Institutions on board, including growing and serving all partners within their 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 drive business growth
- Make regular visits to bank branches to establish key relations with Relationship Managers and Branch Managers to grow and service business through the bancassurance distribution channel
- Answer and manage all requests from partners and clients on Bancassurance requirements
- Perform any other 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, including appropriate staffing levels for each location and sales/service targets with bank partners
- 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