Careers at Equity Bank Kenya

Job Purpose: 

This role is responsible for supporting the branch to cross sell and increase the uptake of Insurance products through collaborating with the team to identify opportunities and move them forward into placement of covers, in line with the overall strategy of Equity.

Key Accountabilities

• To spearhead SME and Corporate business acquisition through pursuit of internal and external leads and ecosystems mining. 
• Organize and attend events such as Conferences, Seminars, Receptions, and exhibitions to promote and Support Bancassurance & Bank business.
• To Mentor Business Teams who can champion Insurance Products in branches which have no bancassurance officers.
• To create good relationship with branch team leaders to ensure value added support for bancassurance business at branch level.
• To disseminate the insurance product Knowledge to non-bancassurance officers at branches and other department of the bank through training.
• To ensure the region achieves the set business mix target for Motor, Non-Motor, Medical, Agriculture, Life and Micro business.
• Participating in all regional initiatives together with other business units and sectors to push for bancassurance business and other bank business.
• Assist the branch teams to support customers in documentation and processing of their insurance claims in collaboration with HO Claims Department.

From time to time, the position will be expected to do the following.

• Support the region in any other area as may be requested by the management.
• Support the HO Bancassurance Team in projects implementation as requested from time to time.

Qualifications, Experience

• Bachelor’s degree in Insurance or Business
• 7 Years experience insurance sales management. 
• Diploma in insurance or a Certificate of Proficiency (COP) in Insurance 
• Strong knowledge of compliance and regulatory requirements in both banking and insurance sectors.

Key Competencies & Skills

• Good Interpersonal skills
• Strong leadership skills
• Excellent communication skills
• Ability to develop and implement regional sales strategies.
• Strong analytical and problem-solving skills.
• Ability to develop relationship with both existing & potential customers.
• Strong organizational and management skills.
• Demonstrate alignment with Equity culture and values.

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Job Purpose: 

This role is responsible for supporting the branch to cross sell and increase the uptake of Insurance products through collaborating with the team to identify opportunities and move them forward into placement of covers, in line with the overall strategy of Equity.

Key Responsibilities: 

• Train the branch staff on the insurance products being distributed by EBIL.
• Cross-sell the insurance products to the customers who are consuming the other bank products. Expected new policy sales will be minimum 10 policies in a month.
• Ensure that the existing insurance business is renewed at the right time. Expected Renewal Target will be minimum 85% every month.
• Achieve the expected periodical insurance business growth in the branch.
• Achieve the expected business portfolio mix across different classes of insurance.
• Join branch staff on marketing drives to sensitize customers on insurance products on offer.
• Assist branch particularly credit department to de-risk lending by obtaining relevant insurance policies for the various assets being financed by the Bank or being used as collateral.
• Overseeing proper filing of customer insurance records and documents in the branch. 
• Assist the branch customers in documentation and processing of their insurance claims in collaboration with HO Claims Department.
• Enforce compliance on all insurance policies and procedures at the branch.
• From time to time, the position will be expected to do the following.
• Support the branch in any other area as may be requested by the branch management.
• Support the HO Bancassurance Team in projects implementation as requested from time to time.

Qualifications and Experience

• Bachelor’s degree in, Insurance or a Business-related degree. A Diploma in Insurance will be considered.
• A Certificate of Proficiency (COP) in Insurance 
• 2 Years experience in marketing or insurance sales
• Strong knowledge of compliance and regulatory requirements in both banking and insurance sectors.

Key Competencies & Skills

• Good Interpersonal skills
• Excellent communication skills
• Relationship management capabilities
• Highly organized and detail orientated.
• Demonstrate alignment with Equity culture and values.