Senior Relationship Officer at Jubilee Insurance

Main Responsibilities

• Strategy
• Execute the strategic client service and retention plan for the Corporate Life & Pensions Division under the guidance of the Team Leader.
• Support the implementation of business growth initiatives by identifying cross-selling and upselling opportunities across pension and investment products.
• Conduct market intelligence on pension and investment trends to inform client engagement and investment communication strategies.
• Support management in analyzing client portfolios to enhance service efficiency and strengthen business relationships.
• Relationship Management
• Serve as the primary point of contact for assigned pension scheme clients, trustees, and members, ensuring consistent, timely, and professional communication.
• Coordinate onboarding for new schemes and ensure compliance with documentation and RBA requirements.
• Facilitate member education sessions, trustee meetings, and client briefings to promote awareness and confidence in Jubilee Life’s products and services
• Maintain proactive client communication through periodic updates, newsletters, and feedback sessions.
• Develop and nurture long-term relationships with corporate clients, enhancing retention and satisfaction levels.
• Operational Excellence
• Collaborate with internal departments (Pension Operations, Finance, Legal, IT) to ensure efficient service delivery,
• query resolution, and timely response to client requests.
• Monitor contribution collections, benefit processing, and reconciliations in coordination with relevant teams to meet
• agreed turnaround times.
• Support the preparation and review of scheme reports, benefit statements, and other client deliverables.
• Maintain accurate and up-to-date client records, service logs, and meeting documentation in line with operational policies.
• Coordinate with external administrators and auditors to ensure timely submission of reports and compliance
• Skills and Competency Development Index: 100% compliance with your training plan annually to support personal
• and professional growth, ensuring alignment with career paths and future challenges.
• Cultural Alignment Index (CAI): Attain the Company’s CAI target score by embedding Jubilee’s values (e.g., innovation, teamwork, excellence) into project execution and team dynamics.
• Conflict Resolution: Address interpersonal or project-related conflicts constructively, maintaining team morale and focus on shared goals.
• Resource Advocacy: Communicate needs (e.g., tools, training, support) to supervisors to ensure personal and team success.

Key Competencies

• Relationship Management & Stakeholder Engagement
• Investment Awareness & Analytical Thinking
• Customer Service Orientation
• Report Writing & Presentation Skills
• Knowledge of Pension Regulations and RBA Guidelines
• Attention to Detail & Data Accuracy
• Teamwork and Collaboration
• Ethical Integrity and Professionalism

Academic Background & Relevant Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, or Actuarial Science from a recognized institution.
• Professional certifications in pensions, financial planning, or customer relationship management (e.g., CRM, TDPK, CII, CIFA, CISI, or RBA-accredited programs) are highly desirable.
• A Master’s degree will be an added advantage.
• Minimum of 4–6 years of experience in client relationship management, preferably within life insurance, pension administration, or fund management.
• Demonstrated experience in managing institutional clients, pension schemes, or investment accounts.
• Proven track record in client reporting, investment communication, and regulatory compliance.
• Strong analytical and problem-solving abilities with attention to accuracy and detail.