Current Job Opportunities at Britam

Job Purpose:

• Reviewing proposal forms, verifying client’s data, assessing the proposed risk within set standards, counter checking the terms of the policy as well as reviewing the conditions of the policy

Key responsibilities:

• Assess the proposed risk within set standards.
• SLA management with the support functions (finance, IT, operations).
• Data collection and analysis.
• Risk Assessment and loss ratio rating.
• Review proposal forms.
• Release policy documents to clients.
• Communicate with clients on the renewal terms.
• Liaise with intermediaries, partners and direct clients on issues relating to their policies.
• Generate renewal notices for all renewal business.
• Keep detailed and accurate records of policies underwritten and decisions made.
• Maintain high standards of customer service - responding to clients enquiries; (walk-in clients, telephone and emails).
• Delegated Authority: As per the approved Delegated Authority Matrix.

Knowledge, experience and qualifications required:

• Bachelors’ degree in Commerce, Insurance option.
• At least one year experience in claims processing.

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Job Purpose:  
Responsible for growth of SME businesses and onboarding of NSSF Tier II business to meet set business targets  

Key responsibilities: 

• Acquire and onboard SME businesses by identifying and exploiting business opportunities. 
• Onboard NSSF Tier II business as per set targets.  
• Qualify and onboard SME champions, supervise the champions and make recommendation on supporting and improving the them. 
• Meet set production and other departmental targets. 
• Vett and qualify all attendance schedules of workshop attendees to ensure they meet set criteria and parameters. 
• Coordinate SME mini workshops and main workshops as per set schedule with other support departments – marketing, procurement etc.
• Follow up all workshop attendees to ensure close or loss with justified reasons for loss. 
• Prepare summary reports of all workshops held highlighting success areas and areas of identified for improvement.  
• Support and train Champions and intermediaries on SMEs and NSSF Tier II as per set calendar.  
• Prepare sales presentations for upcoming workshops, trainings and to prospective customers for self and also to support champions and intermediaries. 
• Accompany champions and intermediaries for identified customer visits and presentations.  
• Develop cordial working relationships with all intermediaries, partners and customers and report any conflicts while maintain a schedule of all reported conflicts.       
• Handle any queries and concerns as per agreed TATs to ensure delivery of exceptional customer service.  
• Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors' products. 
• Prepare and maintain weekly and adhoc reports as required.  
• Prepare and maintain an updated sales pipeline. 
• Regular training of champions, intermediaries and partners on SME and NSSF Tier II solutions, business acquisition skills and company processes. 
• Liaise internally with other members of the team to ensure effective and efficient execution of customer, champions and intermediary requests. 

Knowledge, experience and qualifications required:

• Bachelor’s degree in a business-related field. 
• Professional qualification in Insurance such as ACII (Associate of the Chartered Insurance  Institute) or AIIK (Associate of the Insurance Institute of Kenya). 
• TDPK qualification is an added advantage. 
• 2–4 years of relevant experience within the insurance industry. 
• Demonstrated ability to drive business growth, manage client relationships, and meet performance targets.

Key Competencies: 

• Strong understanding of, Retirement Benefits Solutions, insurance products, markets, and regulatory frameworks. 
• Excellent communication and negotiation skills for engaging clients and stakeholders. 
• Analytical ability to identify opportunities and assess market trends. 
• Proven track record in business development, sales, or client acquisition. 
• Ability to work independently while contributing to team objectives

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Job Purpose

• The Senior System Support Analyst - Asset Management (BAM) is responsible for ensuring the end-to-end reliability, scalability, and business alignment of the Core system and all supporting digital and integration ecosystems that enable Britam Asset Managers' operations, sales, and customer experience.

Key Responsibilities

• Drive continuous enhancement of Unit Master to support evolving BAM business needs, products, and regulatory requirements
• Translate business requirements into system configurations, functional enhancements, and scalable solutions
• Lead delivery of technology components for BAM initiatives, including new fund launches, digital products, and distribution channels
• Identify, design, and implement process automation opportunities to reduce manual effort and improve turnaround times
• Drive straight-through processing (STP) across onboarding, transactions, reconciliations, and reporting
• Design and support integration solutions between the core system, digital platforms and third-party platforms
• Ensure seamless digital self-service capabilities for clients and sales teams, improving customer experience and adoption
• Lead data flow design and optimization, ensuring real-time or near real-time synchronization across systems
• Manage and coordinate system changes, releases, and upgrades, ensuring minimal business disruption
• Engage vendors and partners to deliver enhancements, integrations, and platform improvements
• Proactively identify technology gaps and recommend innovative solutions to support BAM growth and efficiency

Knowledge, experience and qualifications required

• Bachelor's degree in Information Technology, Computer Science, Business Information Systems or relate field
• 4-6 years' experience in IT Services and System Development, preferably within financial services, asset or wealth management
• Proven experience delivering end-to-end system implementation or transformation projects
• Strong understanding of asset management and investment operations, including unit trusts, pension funds, equities, fixed income, and portfolio management processes
• Demonstrated experience in stakeholder management across business and IT functions
• Experience in data analysis, reporting, and use of analytical tools (e.g. SQL, Excel, Power BI)
• Solid knowledge of IT systems architecture, including front, middle, and back-office systems
• Understanding of data flows, system integrations, APIs, and data governance principles