Jobs at Jubilee Insurance

Job Ref. No. JHL019

Role Purpose

The IT PMO shall be responsible for the maintenance of defined project management systems and standards to ensure the successful delivery of projects undertaken by Jubilee Holdings Ltd - IT through effective facilitation, tracking and reporting on ongoing projects. The job holder shall contribute to the achievement of the overall business strategy by providing project leadership as project manager for assigned regional projects, assistance, and guidance to project coordinators for entity specific projects and teams on the best use of project management tools and approaches throughout the project lifecycle to increase their effectiveness, efficiency and minimize the risk of project failure. The job holder shall also be responsible for project governance to ensure the set rules, regulations and policies are adhered to for effective delivery of assigned projects.

Main Responsibilities

•  To initiate, actively monitor and track project schedules, risk, and issues, providing regular updates to key stakeholders to maintain focus on key risks and issues and ensure timely intervention with appropriate mitigations.
• Implement governance and project management standards across the assigned projects portfolio, including tracking, monitoring, and updating the status of program deliverables while contributing to maturity of project management within the organization.
• Prepare project reports and distribute periodic project portfolio level reports to the relevant stakeholders both at project level and management level.
• Facilitate and/or contribute to post implementation reviews, identify lessons learned and manage program-level lessons learned repository, including dissemination of lessons learned to project teams.
• Co-ordinate and contribute to assurance and quality review processes relating to assigned projects through the company audit and compliance functions.
• Support implementation of the quality strategy, including any processes and templates, across all assigned projects and coordinate quality activities to meet quality objectives.
• Manage the portfolio-level benefits register, ensuring that all benefits are planned, monitored and benefits realization is tracked on assigned projects.
• To manage the central information repository for all assigned projects ensuring all project documentations are complete and up to date. Be the single point of truth on all project information on assigned projects.
• To provide administrative coordination support to individual project teams as required to ensure that project targets are achieved including facilitating effective change management.
• To perform any other duties as may be reasonably assigned by management.

Key Focus Areas:

• Project governance & driving adoption of best practice.
• Project management framework execution in delivery of projects.
• Project management support and guidance to project teams.

Key Competencies

•  Excellent oral and written communication skills as well as excellent presentation skills
• Ability to conduct presentations comfortably to large groups and communicate effectively.
• Strong relationship building, team building and interpersonal skills.
• Proven experience in managing cross company and cross-country projects.
• Successful delivery of complex technology and digital projects.
• Understanding of project delivery and acceptance processes within a fast-paced business environment

Qualifications

•  Bachelor’s degree in business, IT, or any other related field
• Relevant Project management certification – PMP / PRINCE 2
• Detailed understanding of business process management principles and best practices
• Experienced user of MS Office toolset and project management tools & philosophies e.g. Dev Ops
• Technical business analysis and data analysis skills

Relevant Experience

• At least 3+ years of experience in a similar role mainly in the financial sector. 

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Job Ref. No. JLIL207

Role Purpose

The role holder is responsible for driving business growth i.e., within the Retail Pensions products, identifying new opportunities and fostering client relationships within the retail life and pensions sector. This role focuses on expanding the organization's market presence, increasing revenue, and achieving business development targets in full compliance with the laid down procedures and guidelines as set out in the operations manuals. The role holder also plays a crucial role in managing relationships with Intermediaries (Bank partners, Brokers and Agents).

Main Responsibilities
Strategy

• With the guidance of the Head of Department, oversee the execution of the strategic business development plan to expand the organization's market presence.
• Optimization of departmental processes, systems, and resources to drive efficiency and profitability.
• Conduct market research to identify potential clients, market trends, and competitive landscape.
• Analyse market data to identify business opportunities and develop targeted strategies.
•  Monitor industry developments, regulatory changes, and emerging trends affecting retail life and pensions.
•  Provide insights and recommendations to senior management on product development, pricing strategies, and market positioning.

Operational

Marketing & Branding:

• Prepare and disseminate materials essential to facilitate onboarding of clients.
• Implement training of bank employees.
• Promote the Jubilee Life brand to ensure it is top of mind to intermediaries.

Client Acquisition and Relationship Management:

• Identify and engage potential clients within the retail life and pensions sector.
• Build and maintain strong relationships with key clients, understanding their needs and providing tailored solutions.
• Conduct client presentations, negotiations, and proposal development to secure new business opportunities.
• Collaborate with internal stakeholders to ensure seamless onboarding of new clients and effective handover to the account management team.

Business Growth and Revenue Generation:

• Develop and implement strategies to achieve business development targets and revenue growth.
• Identify cross-selling and upselling opportunities within existing client portfolios.
• Collaborate with product development teams to identify and develop new offerings that align with client needs.
• Monitor sales performance, track progress against targets, and provide regular reports to management.

Relationship Management with Intermediaries and Partners:

• Develop and maintain relationships with intermediaries, brokers, and strategic partners.
• Collaborate with intermediaries to identify joint business opportunities and develop mutually beneficial partnerships.
• Provide training, support, and marketing materials to intermediaries to promote the organization's retail life and pensions products and services.

 Proposal Development and Contract Negotiation:

• Prepare and present compelling proposals and business cases to potential clients.
• Negotiate terms and conditions, pricing, and contractual agreements to secure new business.
• Collaborate with legal and compliance teams to ensure contracts adhere to regulatory requirements and internal policies.

Corporate Governance

• Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects.
• Implement and uphold robust data protection and privacy practices, safeguarding customer information and ensuring confidentiality.
• Participate in audits and internal control assessments, addressing any identified gaps or issues promptly.
• Compliance: Stay updated with insurance regulations and underwriting best practices to ensure compliance with  industry standards.
•  Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures.

Leadership & Culture

• Fostering a corporate culture that promotes ethical practices and good retail citizenship while maintaining a conducive work environment.
• Collaborate with cross-functional teams to develop initiatives that promote a positive and inclusive company culture.
• Individualized Development Planning: Create personalized development plans that align with your career aspirations and the organization's objectives.

Key Competencies

• Business development and sales acumen.
• Strong networking and relationship-building skills.
• Market research and analysis.
• Client acquisition and account management.
•  Excellent communication and presentation skills.
•  Results-oriented with a focus on achieving targets.
• Ability to collaborate effectively with cross-functional teams.
• Strong organizational and project management skills.

Qualifications

• Bachelor’s degree in Insurance, Finance, Business, Marketing or any other related course
•  Diploma in Insurance
• LOMA/CII/IIK Qualification will be an added advantage.

Relevant Experience

• Minimum 4-6 years’ experience in a similar role

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Role Purpose

The role holder will be responsible for leading and overseeing the training and development function for the agency channel. The Head of Training plays a strategic role in designing, implementing, and evaluating comprehensive training programs and initiatives to equip agents with the knowledge, skills, and competencies necessary for success, driving sales performance, and fostering a culture of continuous learning and development.

Main Responsibilities
Strategy

•  Training Strategy Development: Develop and execute a comprehensive training strategy that aligns with the organization's business goals, agency channel objectives, and industry best practices.
• Training Needs Analysis: Conduct regular training needs assessments to identify knowledge gaps, skill deficiencies, and performance improvement opportunities within the agency channel. Use the findings to develop targeted training interventions.
• Alignment with Business Objectives: Ensure that training programs are aligned with the overall business objectives and contribute to the growth and success of the organization. Identify key performance indicators and metrics to measure the impact of training on business outcomes.
•  Talent Development and Succession Planning: Work towards identifying high-potential employees and design training programs that nurture their skills and capabilities. Contribute to succession planning efforts by identifying future training needs to develop a pipeline of talent.
•  Learning Technologies and Platforms: Stay updated on emerging learning technologies and digital platforms to enhance training delivery, engagement, and accessibility for agents.
• Training Budget Management: Collaborate with finance and budgeting teams to develop and manage the training budget, ensuring optimal utilization of resources while delivering high-quality training programs.

Operational

•  Training Program Design: Design and develop training programs, curriculum, and learning materials for new and existing agents, covering product knowledge, sales techniques, compliance, technology tools, and customer service.
• Training Delivery and Facilitation: Deliver engaging and impactful training sessions to agents, utilizing a variety of training methodologies and techniques, including classroom training, workshops, e-learning, and on-the-job training.
• Performance Coaching and Support: Provide coaching and guidance to agents, sales managers, and team leaders to enhance their sales skills, leadership capabilities, and overall performance.
•  Training Evaluation and Measurement: Implement evaluation frameworks and performance metrics to assess the effectiveness and impact of training programs. Continuously gather feedback and data to measure training outcomes and make data-driven improvements.
•  Training Budget Management: Develop and manage the training budget, ensuring efficient allocation of resources while maintaining high-quality training programs.
• Compliance and Regulatory Training: Ensure agents receive regular and up-to-date training on compliance requirements, ethical practices, and regulatory changes impacting the insurance industry.

Corporate Governance

•  Compliance: Stay updated with insurance regulations and underwriting best practices to ensure compliance with industry standards
• Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures.
• Ensuring compliance with applicable statutory and regulatory requirements and establishing mitigation measures against emerging business risks.

Leadership & Culture

•  Building the team capabilities and ensuring adequate succession planning within the department Fostering a corporate culture that promotes ethical practices and good corporate citizenship while maintaining a conducive work environment.
• Collaborate with cross-functional teams to develop initiatives that promote a positive and inclusive company culture.
•  To provide the much-needed transformational leadership to meet and surpass the expectations of stakeholders.
•  Set performance targets and objectives, monitor progress, and ensure timely completion of activities.
• Conduct regular team meetings and training sessions to enhance skills and knowledge related to claims handling and industry trends.
•  Building relevant departmental capacity to deliver on strategy by leading, guiding, directing, and evaluating the work of the team.

Key Competencies

•  Leadership and People Management: Ability to lead, inspire, and motivate a team of trainers, instructional designers, and training coordinators.
• Training Strategy and Program Development: Strong strategic thinking and planning skills to develop comprehensive training strategies and design effective training programs.
• Communication and Presentation: Excellent verbal and written communication skills to deliver engaging training sessions and effectively convey complex concepts.
•  Relationship Building: Strong interpersonal skills to build rapport and credibility with agents, sales managers, senior leadership, and external stakeholders.
•  Analytical Thinking: Ability to analyze training needs, evaluate training effectiveness, and make data-driven decisions to enhance training outcomes.

Qualifications

•  Bachelor’s degree in Insurance, Finance, Business or any other related course.
• Certified Trainer Qualification ECOP Qualification
•  Diploma in Insurance/LOMA/CII/IIK Qualification

Relevant Experience

•  Minimum 7-8 years’ experience in a similar role, with a minimum of 4 years’ managing a team and a focus on agency operations, sales, or training.
• Extensive experience in designing, implementing, and managing training programs for insurance agents or sales professionals.
• Proven track record of success in leading and developing high-performing training teams or departments.
•  Strong understanding of the agency distribution channel and its unique dynamics, including recruitment, onboarding, sales processes, and agent development.
•  Demonstrated expertise in instructional design methodologies, adult learning principles, and training evaluation techniques.
• In-depth knowledge of life insurance products, sales strategies, underwriting guidelines, and regulatory compliance.