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  • Posted: Jun 15, 2022
    Deadline: Jun 27, 2022
  • Family Bank (formely Family Finance Building Society) was registered as a Building Society in October 1984 in Kenya, under the Building Societies Act and commenced operations in the early 1985. Family Bank converted into a fully fledged bank in May 2007 and the main driver for our conversion was the need to offer a wider range of products and services to our...
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    Bancassurance Officer

    Key Responsibilities:

    • Acts as the contact and relationship officer between the branch staff and Bancassurance department in the head office
    • Provide administrative support for queries related to Bancassurance.
    • Liaise with different departments within the bank on various queries related to insurance.
    • Ensure that payments for all Renewal business is received.
    • Reconciliation of premiums received.
    • Work closely with other bank departments to increase service delivery to our customers.
    • Update the system with sales/revenue from various branches.
    • Placing covers upon receipt of all documents.
    • Attending to customers and redirecting them to the right person for further assistance
    • Act as a front office officer/customer care officer.
    • Delivering covers to customers upon their request.
    • Any other duties that may be assigned to you.
    • Renewal of policies.
    • Selling of all insurance products.
    • Sending daily, weekly, monthly and quarterly reports.
    • Calling renewal clients on a daily basis.
    • Sending renewal reminders to customers.
    • Managing and ensuring full compliance to Family Bank’s Policies and Procedures.
    • Role Models for the Brand and Corporate Values of the Bank in the internal and external market environment
    • Checking and verifying the accuracy, completeness of the documents against checklists provided according to product lines; KYC/AML compliance requirements.
    • Any other official duty that may be allocated by management from time to time.

    The Person:

    The ideal candidate must possess the following:


    • A holder of university degree from a recognized university in Insurance, Business, Finance or other related field.
    • Professional qualification in any Insurance related field will also be an added advantage
    • Certificate of Proficiency(COP)
    • At least two years active working experience in direct sales in a bancassurance environment or Insurance industry.
    • Exposure to Bancassurance processes and procedures will be an added advantage.

    Key Competencies and Attributes:

    • Good interpersonal skills and ability to establish new client relationships and generate new and Cross sell business
    • Full understanding of all products, sound knowledge of the bank processes and procedures
    • Excellent knowledge of Insurance products, underwriting processes and emerging market/industry trends
    • Proven ability to develop and maintain effective work relationships with internal and external partners.
    • Team working skills with ability to deliver and exceed targets
    • Excellent business development and Client relationship Management skills.
    • Exposure to Insurance products in the bank set-up with knowledge of the Bank’s set standards, policies and operating manual, with sound knowledge of bank products.
    • Practical understanding of the relevant regulatory environment

    Method of Application

    ALL applicants MUST apply online to the email;; closing date is 27th June 2022. Canvassing will automatically disqualify the candidate. Only shortlisted candidates will be contacted.

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