Careers at CPF Consulting

The Job holder is responsible for a dual-focus  operational role managing both Underwriting/Placement and Claims Advocacy across various life and non-life portfolios.  This includes evaluating client risks, negotiating competitive terms with underwriters, structuring optimal coverage, and advocating robustly for clients when losses occur, while maintaining  strong  insurer relationships and providing exceptional technical service. 
Duties and Responsibilities 
Underwriting and Policy Administration 

• Liaise with insurance companies and other service providers and  review all applications for insurance, determine the profiles of risks presented for insurance and assess their acceptability or otherwise. 
• Review  client  policies  and follow  up  on  outstanding  underwriting  requirements with a view to reconciling them on time. 
• Ensure all activities related to underwriting are properly coordinated and enforced. 
• Implement an  effective framework for  the  delivery of clients’  policy documents. 
• Review renewal terms, ensure renewal notices go out on time,and follow up renewals to ensure a high retention rate. 
• Ensure that premiums are debited and collected as required. 

Claims Management 

• Process and evaluate  insurance/service  claims accurately and within established turnaround times, ensuring all  required documentation is received and verified against policy terms and conditions. 
• Serve as the primarypoint of contact for clients regardingclaim statusesand inquiries, providingtimely, clear andproactive updatesthroughoutthe claims lifecycle. 
• Coordinate  with  internal  departments and external  partners, including insurers, loss adjusters, assessors and other service providers, to ensure seamless and timely claim settlements. 
• Monitor outstanding claims, escalate delayed or disputed claims, and maintain accurate claims records and reports. 
• Assess loss ratios and claims experience and advise clients appropriately on risk management. 

Customer Service and Complaints Management 

• Maintain a high standard of customer service and respond togeneral  underwriting and claims enquiries. 
• Investigate, resolve professionally and mitigate  client  complaints and efficiently, identifying root causes and recommending measures to prevent recurrence. 
• Liaise with insurance companies on issuesrelating toclient policies andclaims for efficient service delivery. 
• Perform any other duties as may be assigned from time to time.

Requirements for appointment 

• Bachelor’s Degree in a business-relatedfield (Insurance or Marketing option). 
• Professional insurance qualification – ACII/AIIK certification. 
• Professional member of the Insurance Institute of Kenya (IIK). Experience Required 
• At least five (5) years’ relevant experience in a similar function or busy organisation, including exposure to Life and General insurance claims handling.

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The Job holder is responsible for building  and driving  Laser Insurance Brokers’ retail insurance business. The role holder will operationalize thededicated Retail 
Distribution Unit, recruitandlead a teamof DirectSales Agents (DSAs), andgrow profitable retail revenue in line with the Company’s Strategic Plan. The position 
serves as the operational architect of the retail distribution strategy, translating strategic intent intoa structured, productive and compliant sales channel. 
Duties and Responsibilities 

• Develop and implement the Retail distribution strategy,  annual sales plans, work plans,andinitiatives to achieve businessgrowth,market expansion, and revenue targets. 
• Identify, develop, and convert new retail business opportunities by building sales pipelines, expanding the Company's market footprint, and establishing strategic relationships with clients, SACCOs, SMEs, Associations,  community groups, and other partners. 
• Coordinate and drive retail insurance distribution across  the Group branch network by leveraging branches as effective sales channels, supporting branch teams, and ensuring consistent market coverage. 
• Market and promote the Company's retail insurance products through targeted sales  campaigns, customer acquisition initiatives, Direct Sales Agents (DSAs), branch channels, and other approved distribution platforms. 
• Recruit, onboard, train, deploy, supervise, coach,  and monitor the performance of Direct Sales Agents (DSAs), ensuring they are appropriately licensed, certified, motivated, and equipped  to achieve sales objectives while maintaining ethical market conduct. 
• Translate  Unit revenue  targets  into individual  and team sales  targets, territories, activity plans, and sales pipelines, while monitoring performance, conversion rates, and productivity to achieve and exceed agreed business objectives. 
• Drive the sale of the Company's  retail product  portfolio  both directly  and through the DSA team, ensuring sustainable growth, increased market penetration, and achievement of revenue targets. 
• Build and maintain  strong customer  relationships to support  business acquisition, client retention, cross-selling opportunities, high standards of customer service,fair treatment of customers,andprompt resolution of client queries. 
• Conduct market research, competitor analysis, and business intelligence to identify emerging opportunities,  market  trends,  and customer needs,  and provide insights to support product development and business growth. 
• Ensure  all  retail  sales  and distribution activities comply with  Insurance 
• Regulatory  Authority  (IRA)  regulations,  Company  policies,  procedures, and established sales and ethical conduct standards. 
• Prepare and submit periodic reports on sales performance, production, market  intelligence, pipeline  status, and key  performance  indicators, together  with recommendations  to support management decision-making and continuous improvement. 
• Perform any other duties as may be assigned from time to time. 

Requirements for appointment 

• Bachelor’s degree in insurance, Actuarial Science, Business, Marketing,  Commerce, Economics or a related field. 
• Professional qualification in insurance (Diploma in Insurance, or progress towards ACII / AIIK) is an added advantage. 
• Certificate of Proficiency (COP) in insurance, as required to transact insurance business in Kenya. 

Experience Required 

• At least five (5) years’ experience in insurance sales and distribution, preferably within retail, agency, microinsurance/mass-market channels or related financial services. 
• Demonstrable experience leading or supervising a salesforce or agency team, with a track record of meeting revenue targets. 

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The Job holder is responsible for for overseeing the designing, developing, and evaluating of energy related projects or programs to enhance the reduction of 
energy costs or improve energy efficiency for CPF LITES clients 
Duties and Responsibilities 

• Identify and evaluate infrastructure and energy investment opportunities. 
• Develop energy business cases and implementation strategies. 
• Provide technical and commercial  oversight  for  Renewable  Energy generation, Battery Energy  Storage Systems  (BESS), grid  interconnection and reticulation systems. 
• Ensure projects comply with  applicable Kenyan requirements  and coordinate approvals involving relevant authorities. 
• Develop technical requirements for procurement, monitor contractor performance and ensure contractual deliverables are achieved. 
• Ensure projects comply with  applicable Kenyan requirements  and coordinate approvals involving relevant authorities. 
• Conduct project risk assessments, monitor emerging project risks and develop contingency strategies for infrastructure projects. 
• Develop and oversee the maintenance and implementation  of energy savings opportunities and make recommendations to achieve more energy efficient operation for the LITES business 
• Oversee the development,  design, or construction of energy projects to ensure acceptabilityof budgets andtimelines, conformance to state and regulatory laws, or adherence to approved specifications 
• Conduct energy audits to evaluate energy use, costs, or conservation measures for CPF LITES clients 
• Monitor industrial energy consumption or management 
• Undertake energy modelling, measurement, verification, commissioning, or retro commissioning. 
• Oversee design or construction aspects related to energy such as energy engineering, energy management, and sustainable design software 
• Evaluate  plans  or specifications  to determine  technological  or environmental implications. 
• Inspect or monitor energy systems, including heating, ventilating, and air conditioning (HVAC) or daylighting systems  to determine energy  use or potential energy savings 
• Evaluate designs or specifications information such as detailandassembly drawings, design  calculations, system layouts, and sketches, or specifications of theLITES alternative energy solutions to ensure quality 
• Make recommendations regarding energy fuel  selection, technical  design or processchanges to improve efficiency, quality, or performance 
• Review or negotiate energy purchase agreements with contractors 
• Provide consultation toclients or otherengineers on topicssuch as climate control  systems, energy  modelling, data logging, energy  management control  systems, lighting or daylighting design, sustainable design, and energy auditing. 
• Train staff or clients on proper operational procedures for efficient energy management 
• Perform any other duties as may be assigned from time to time 

Requirements for appointment 

• Bachelor's’ Degree in Mechanical or Electrical Engineering, or related field from a recognised institution 
• Master's’ Degree in Mechanical or Electrical Engineering or arelated field from a recognised institution will be an added advantage Experience Required: 
• At least 8 years’ relevant experience, 3 of which should have been in a managerial role for Manager I in a similar organisation or busy function OR 
• At least 8 years’ relevant experience, 2 of which should have been in a 
• supervisory role for Manager II in a similar organisation or busy function

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Job purpose 

• To install,  commission, operate,  maintain and troubleshoot solar photovoltaic (PV) systems and associate electrical equipment safely and efficiently. The role ensures that installations comply with approved  designs, applicable Kenyan electrical requirements, manufacturer specifications a n d customer expectations. The Solar Technician will support the delivery of reliable solar PV, battery energy-storage a n d related electrical systems for  residential, commercial, industrial and institutional customers. 

Duties and Responsibilities 

Solar PV Installation 

• Install rooftop, ground-mounted and other solar PV systems. 
• Install PV modules, mounting structures, DC cabling, connectors and protection equipment. 
• Install and connect inverters, charge controllers and battery systems. 
• Install DC and AC isolators, combiner boxes, distribution boards and protection devices. 
• Route, terminate, crimp, gland and label cables correctly. 
• Ensure appropriate panel orientation, inclination and shading considerations. 
• Verify the mechanical integrity of mounting structures and installed equipment. 

Electrical Installation 

• Complete electrical wiring and connections associated with solar  systems. 
• Install AC distribution systems and protection equipment. 
• Earth and bond PV and electrical equipment. 
• Install surge-protection devices and appropriate circuit protection. 
• Interface solar systems with existing electrical installations and utility supplies where applicable. 
• Assist with generator, grid, battery and solar hybrid-system integration. i i i . Testing and Commissioning 
• Conduct pre-commissioning inspections. 
• Test DC voltage, current, polarity, insulation resistance and continuity. 
• Verify AC voltage, frequency, phase sequence and protection settings. 
• Commission inverters, batteries and monitoring systems. 
• Identify and rectify installation defects before handover. 
• Record commissioning results, equipment settings and performance  checks.  

Operation and Maintenance 

• Conduct preventive and corrective maintenance on solar PV systems. 
• Inspect modules, mounting structures, cables, connectors, inverters and batteries. 
• Diagnose faults using appropriate testing instruments and monitoring software. 
• Replace faulty components where authorized. 
• Clean and inspect modules as required. 
• Monitor system performance and identify abnormal generation or battery behavior. 
• Respond to customer breakdowns and technical service requests. v. Troubleshooting - Diagnose and resolve faults, including: 
• Inverter faults and alarms 
• Low PV generation 
• DC insulation and earth faults 
• Over-voltage and under-voltage 
• Battery faults 
• Communication and monitoring failures 
• Loose or damaged connections 
• Circuit-breaker and protection-device trips 
• Poor system performance 
• Grid/inverter synchronization problems

Customer Support 

• Explain system operation to customers. 
• Train customers andoperators in basic operation and safety. 
• Provide technical advice on system performance and maintenance. 
• Communicate professionally with customers during site visits. 
• Escalate complaints and technical issues to the relevant supervisor.

 Documentation 

• Complete installation and maintenance checklists. 
• Prepare site inspection reports. 
• Maintain equipment, maintenance and fault records. 
• Record materials and spare parts used. 
• Complete commissioning and handover documentation. 
• Document corrective actions accurately. 
• Submit daily and weekly technical reports as required. viii. Health, Safety and Environment 
• Comply with company HSE procedures and applicable Kenyan safety requirements. 
• Use appropriate PPE at all times. 
• Apply electrical isolation and lockout/tagout procedures where applicable. 
• Follow working-at-height requirements when working on rooftops or  elevated structures. 
• Handle and install batteries safely. 
• Maintain safe work areas and control electrical and construction  hazards. 
• Report accidents, near misses and unsafe conditions immediately.

Technical competence 

• Solar PV installation 
• Interpretation of solar PV designs 
• DC and AC electrical wiring 
• Inverter installation and configuration 
• Battery energy-storage systems 
• Electrical protection systems 
• Earthing and lightning/surge protection 
• Use of electrical testing instruments 
• Fault diagnosis 
• Preventive maintenance 
• Solar monitoring platforms 
• Reading single-line diagrams 
• Basic system-sizing calculations 
• Perform any other duties as may be assigned from time to time 

Requirements for appointment 

• Diploma in Electrical Engineering, Electrical and Electronic 
• Engineering, 
• Renewable Energy Engineering or a related technical field 
• Relevant solar PV installation and maintenance training or certification,  
• valid electrical installation license or certification 
• Registration or licensing with relevant Kenyan regulatory bodies 

Experience Required: 

• 3 to 4 years of practical experience in solar PVinstallation, electrical works, commissioning or maintenance 
• Knowledge of electrical wiring, protection systems and basic electrical  engineering principles. 
• Ability to read electrical drawings and solar PV system

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Job Purpose 

• The Investment  Analyst  will support the analysis, structuring  and execution  of investment  and advisory  transactions  through financial modelling, valuation, investment analysis, transaction structuring and fundraising support. 

Key Responsibilities 

• Build and maintain financial models for  investment and financing transactions. 
• Conduct  investment  evaluations,  financial  analysis and valuation  assignments. 
• Perform scenario, sensitivity and risk analyses. 
• Support transaction structuring and due diligence processes. 
• Prepare investment memoranda, presentations and analytical reports. 
• Coordinate financial information and support transaction execution activities. 
• Assist in investor engagement and fundraising processes. 
• Perform any other duties as may be assigned from time to time 

Qualifications and Experience 

• Bachelor’s degree in finance, Economics, Accounting, Business, Real  Estate, Engineeringor a related field. 
• Postgraduate  qualification  in a relevant  field will  be an  added advantage. 
• CFA, CISI, ICIFA, ACCA or another relevant professional qualification is  desirable. 
• Advanced financial modelling and Microsoft Excel skills. 
• Three (3) to five (5) years'  relevant experience in investment analysis, valuation,  corporate  finance, project finance, transaction  advisory, private equity, capital markets or related areas.