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Rafiki Microfinance Bank is a place where creativity and positive ambition are infectious. We are restless to win, to meet the changing needs of our customers and unlock growth opportunities.
Purpose of the Job:
The incumbent will drive business for Rafiki Microfinance Bancassurance by onboarding supporting life and general insurance clients at the branch in liaison with the Bancassurance underwriters.
Duties & Responsibilities
- Design and implement effective marketing strategies to sell insurance solutions to new clients and upselling/cross selling to existing clients.
- Contact potential clients and create rapport by networking, cold calling, using referrals etc.
- Develop leads, schedule appointments and collect information from clients on their risk profiles in order to offer them customized solutions.
- Establish strong customer and community relationships plus follow up with customers as needed.
- Launch and track insurance claims with claims department to ensure client and company satisfaction and solidify trust and safeguard reputation.
- Coordinating end to end processing of bank`s IPF, disbursement and transfer of the same to Rafiki Bancassurance for issuance of annual covers to our clients on bank asset businesses.
- Liaising with the finance team in coordinating debtors’ reports and action points identified from time to time, reviewing and monitoring status of debt levels and time on risk considerations.
- Liaising with Rafiki Microfinance Bancassurance underwriting in negotiating on competitive rates for our clients.
- Daily monitoring of Production report and ensure all branch business have been receipted, approved and posted in the production report.
- Ensuring Instructions to place cover from the branches are handled/dealt with within the set TAT`s and covers sent to clients.
- Renewals-ensuring no loss of insurance income to RMBI by at least retaining 90% of existing clients.
- Debt Management: Liaise with RO and branches to ensure all insurance premiums are paid within the set Finance policy guidelines and timelines.
- Identifying training gaps and executing training, Lead generation and closure
- Following up on cancellation notices from insurance companies for policies to be cancelled.
- Liaise with the finance department to ensure client`s insurance premiums are received appropriately to avoid future reconciliation issues.
- In charge of new business and also the existing branch portfolio.
Key Competencies, Skills, Qualifications and Experience
- Bachelor’s degree in business related Field
- 3-4 Years work experience in a similar role in the insurance filed
- Certificate of proficiency in insurance or Diploma in insurance is an added advantage.
- Interpersonal skills
- Networking skills
- Resilient and persistent spirit
- Attention to details
- Relationship Management
- Negotiation skills
- Problem solving skills
- Proficiency in MS Office
- Confidentiality
- integrity
go to method of application »
Purpose of the Job:
The incumbent will drive business for Rafiki Microfinance Bancassurance by onboarding supporting life and general insurance clients at the branch in liaison with the Bancassurance underwriters.
Duties & Responsibilities
- Design and implement effective marketing strategies to sell insurance solutions to new clients and upselling/cross selling to existing clients.
- Contact potential clients and create rapport by networking, cold calling, using referrals etc.
- Develop leads, schedule appointments and collect information from clients on their risk profiles in order to offer them customized solutions.
- Establish strong customer and community relationships plus follow up with customers as needed.
- Launch and track insurance claims with claims department to ensure client and company satisfaction and solidify trust and safeguard reputation.
- Coordinating end to end processing of bank`s IPF, disbursement and transfer of the same to Rafiki Bancassurance for issuance of annual covers to our clients on bank asset businesses.
- Liaising with the finance team in coordinating debtors’ reports and action points identified from time to time, reviewing and monitoring status of debt levels and time on risk considerations.
- Liaising with Rafiki Microfinance Bancassurance underwriting in negotiating on competitive rates for our clients.
- Daily monitoring of Production report and ensure all branch business have been receipted, approved and posted in the production report.
- Ensuring Instructions to place cover from the branches are handled/dealt with within the set TAT`s and covers sent to clients.
- Renewals-ensuring no loss of insurance income to RMBI by at least retaining 90% of existing clients.
- Debt Management: Liaise with RO and branches to ensure all insurance premiums are paid within the set Finance policy guidelines and timelines.
- Identifying training gaps and executing training, Lead generation and closure
- Following up on cancellation notices from insurance companies for policies to be cancelled.
- Liaise with the finance department to ensure client`s insurance premiums are received appropriately to avoid future reconciliation issues.
- In charge of new business and also the existing branch portfolio.
Key Competencies, Skills, Qualifications and Experience
- Bachelor’s degree in business related Field
- 3-4 Years work experience in a similar role in the insurance filed
- Certificate of proficiency in insurance or Diploma in insurance is an added advantage.
- Interpersonal skills
- Networking skills
- Resilient and persistent spirit
- Attention to details
- Relationship Management
- Negotiation skills
- Problem solving skills
- Proficiency in MS Office
- Confidentiality
- integrity
go to method of application »
Purpose of the Job:
The incumbent will drive business for Rafiki Microfinance Bancassurance by onboarding supporting life and general insurance clients at the branch in liaison with the Bancassurance underwriters.
Duties & Responsibilities
- Design and implement effective marketing strategies to sell insurance solutions to new clients and upselling/cross selling to existing clients.
- Contact potential clients and create rapport by networking, cold calling, using referrals etc.
- Develop leads, schedule appointments and collect information from clients on their risk profiles in order to offer them customized solutions.
- Establish strong customer and community relationships plus follow up with customers as needed.
- Launch and track insurance claims with claims department to ensure client and company satisfaction and solidify trust and safeguard reputation.
- Coordinating end to end processing of bank`s IPF, disbursement and transfer of the same to Rafiki Bancassurance for issuance of annual covers to our clients on bank asset businesses.
- Liaising with the finance team in coordinating debtors’ reports and action points identified from time to time, reviewing and monitoring status of debt levels and time on risk considerations.
- Liaising with Rafiki Microfinance Bancassurance underwriting in negotiating on competitive rates for our clients.
- Daily monitoring of Production report and ensure all branch business have been receipted, approved and posted in the production report.
- Ensuring Instructions to place cover from the branches are handled/dealt with within the set TAT`s and covers sent to clients.
- Renewals-ensuring no loss of insurance income to RMBI by at least retaining 90% of existing clients.
- Debt Management: Liaise with RO and branches to ensure all insurance premiums are paid within the set Finance policy guidelines and timelines.
- Identifying training gaps and executing training, Lead generation and closure
- Following up on cancellation notices from insurance companies for policies to be cancelled.
- Liaise with the finance department to ensure client`s insurance premiums are received appropriately to avoid future reconciliation issues.
- In charge of new business and also the existing branch portfolio.
Key Competencies, Skills, Qualifications and Experience
- Bachelor’s degree in business related Field
- 3-4 Years work experience in a similar role in the insurance filed
- Certificate of proficiency in insurance or Diploma in insurance is an added advantage.
- Interpersonal skills
- Networking skills
- Resilient and persistent spirit
- Attention to details
- Relationship Management
- Negotiation skills
- Problem solving skills
- Proficiency in MS Office
- Confidentiality
- integrity
go to method of application »
Purpose of the Job:
The incumbent will drive business for Rafiki Microfinance Bancassurance by onboarding supporting life and general insurance clients at the branch in liaison with the Bancassurance underwriters.
Duties & Responsibilities
- Design and implement effective marketing strategies to sell insurance solutions to new clients and upselling/cross selling to existing clients.
- Contact potential clients and create rapport by networking, cold calling, using referrals etc.
- Develop leads, schedule appointments and collect information from clients on their risk profiles in order to offer them customized solutions.
- Establish strong customer and community relationships plus follow up with customers as needed.
- Launch and track insurance claims with claims department to ensure client and company satisfaction and solidify trust and safeguard reputation.
- Coordinating end to end processing of bank`s IPF, disbursement and transfer of the same to Rafiki Bancassurance for issuance of annual covers to our clients on bank asset businesses.
- Liaising with the finance team in coordinating debtors’ reports and action points identified from time to time, reviewing and monitoring status of debt levels and time on risk considerations.
- Liaising with Rafiki Microfinance Bancassurance underwriting in negotiating on competitive rates for our clients.
- Daily monitoring of Production report and ensure all branch business have been receipted, approved and posted in the production report.
- Ensuring Instructions to place cover from the branches are handled/dealt with within the set TAT`s and covers sent to clients.
- Renewals-ensuring no loss of insurance income to RMBI by at least retaining 90% of existing clients.
- Debt Management: Liaise with RO and branches to ensure all insurance premiums are paid within the set Finance policy guidelines and timelines.
- Identifying training gaps and executing training, Lead generation and closure
- Following up on cancellation notices from insurance companies for policies to be cancelled.
- Liaise with the finance department to ensure client`s insurance premiums are received appropriately to avoid future reconciliation issues.
- In charge of new business and also the existing branch portfolio.
Key Competencies, Skills, Qualifications and Experience
- Bachelor’s degree in business related Field
- 3-4 Years work experience in a similar role in the insurance filed
- Certificate of proficiency in insurance or Diploma in insurance is an added advantage.
- Interpersonal skills
- Networking skills
- Resilient and persistent spirit
- Attention to details
- Relationship Management
- Negotiation skills
- Problem solving skills
- Proficiency in MS Office
- Confidentiality
- integrity
go to method of application »
Purpose of the Job:
Implement and administer operation process policy framework, ensure excellent services to achieve profitability.
Reports to: Branch Manager
Duties & Responsibilities
- Maintain customer service excellence at the branch level.
- Banking hall and call management.
- Custodian of tools of trades and stationaries.
- Branch operational risk management.
- Manage customer onboarding process.
- Cash and float
- Ensure security procedures are adhered to and monitor the general physical security of the branch.
- People Management.
- Review and action on reports according to laid-down instructions
- Submission of periodic reconciliation reports.
- Cross-sell and up-sell the bank products.
- Grow transactional income at the branch.
- Any other official duty assigned from time to time.
Key Competencies, Skills, Qualifications and Experience
- Bachelor’s degree in business related field or any other relevant field
- 5-6 years Working experience in a similar or comparable role in the Banking industry
- Excellent Interpersonal skills
- Organization skills
- Confidentiality
- Integrity
- Analytical skills.
- Proficiency in MS Office
- Product Knowledge
- People Management skills.
go to method of application »
Purpose of the Job:
Implement and administer operation process policy framework, ensure excellent services to achieve profitability.
Reports to: Branch Manager
Duties & Responsibilities
- Maintain customer service excellence at the branch level.
- Banking hall and call management.
- Custodian of tools of trades and stationaries.
- Branch operational risk management.
- Manage customer onboarding process.
- Cash and float
- Ensure security procedures are adhered to and monitor the general physical security of the branch.
- People Management.
- Review and action on reports according to laid-down instructions
- Submission of periodic reconciliation reports.
- Cross-sell and up-sell the bank products.
- Grow transactional income at the branch.
- Any other official duty assigned from time to time.
Key Competencies, Skills, Qualifications and Experience
- Bachelor’s degree in business related field or any other relevant field
- 5-6 years Working experience in a similar or comparable role in the Banking industry
- Excellent Interpersonal skills
- Organization skills
- Confidentiality
- Integrity
- Analytical skills.
- Proficiency in MS Office
- Product Knowledge
- People Management skills.
Method of Application
Interested candidates are requested to send their cover letter and CV to hr@rafiki.co.ke quoting the position applied for and preferred location on the e-mail subject on or before 19th December 2023.
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