Vacancies at Jubilee Insurance

Job Ref. No. JLIL335

Role Purpose

The CRM Expert’s role is to ensure optimal availability, configuration, and utilization of Jubilee Insurance system applications in a manner that meets the internal customers’ requirements, creates efficient and business supporting solutions whilst maintaining relationships with vendors, users, and key stakeholders by applying best practice project management practices in the implementation of system changes and enhancements. The role holder will be responsible for the design and development of modifications or extensions to the Jubilee Holdings CRM & Microsoft Dynamics applications.

Main Responsibilities
Strategy:

• Develop and execute strategic plans for the enhancement and optimization of Jubilee Holdings CRM & Microsoft Dynamics applications.
• Align CRM initiatives with business goals and objectives, driving operational efficiency and customer satisfaction.
• Evaluate CRM system performance and identify opportunities for continuous improvement and innovation.
• Collaborate with stakeholders to define project scope, objectives, and resource requirements for CRM enhancement projects.
• Implement best practices in project management to ensure the successful implementation of system changes and enhancements.

Operational:

• Administration and proactive monitoring of Jubilee Holdings business applications primarily, but not limited to; Microsoft AX, (D365FO), and Dynamics CRM by developing necessary measures through regular business system maintenance to achieve optimal system functioning as per internal S.L.As.
• Gains understanding of internal customer needs, communicates and collaborates with other consultants and support teams to develop business cases for system changes.
• Support the implementation of cloud ERP (Dynamics 365FO) through offering technical leadership in scoping, requirements, testing, Go Live and Post Go Live.
• Provides technical input in creating and documenting functional specifications when customizations or extensions to the Microsoft ERP & CRM solutions are required.
• Reviews the applications regularly to support system innovation: Gathers business requirements from the business users, converts to technical specifications, codes, and maintains complex components of the Microsoft Dynamics ERP and CRM application such as server-side code, custom business logic, integration modules, workflow assemblies and plug-ins.
• Responsible for data related development tasks such as: developing data migration procedures to ensure seamless data exchange to Microsoft ERP/Dynamics from Jubilee core insurance systems, migrating required data sources into the Microsoft’s sources, ensuring proper alignment of data models.
• Support integrations with Dynamics CRM and ERP through proactive monitoring and escalation of any level 2 integration support issues.
• Responsible for coding, unit testing, facilitating system acceptance testing and creating supporting documentation:
• Maintains functional specification documents for systems including user licenses utilization, change requests, test reports, user access lists and system controls reviews and improvements.
• Develop relevant ICT user application software training programs to ensure optimal utilization of the software.
• Execution of security matrices for systems through regular review of system rights and access to enforce system controls within the applications.
• Review and advise the organization on proper application software licensing to safeguard Company interests from litigation due to licensing non-compliance.
• Implement disaster recovery and back-up procedures and information security and control structures in line with the ICT policies as applicable to application software.

Corporate Governance:

• Ensure compliance with industry regulations, data privacy laws, and corporate governance standards within CRM systems.
• Implement robust security measures to safeguard sensitive information and mitigate potential risks.
• Maintain relationships with CRM vendors, ensuring adherence to vendor contracts and service level agreements.
• Facilitate training programs for end-users to promote CRM system proficiency and adherence to corporate policies and procedures.

Key Competencies

• Demonstrated experience and understanding of insurance industry dynamics, processes, and regulations.
• Proficiency in configuring, customizing, and optimizing CRM systems.
• Ability to lead and manage CRM enhancement projects, defining project scope, timelines, and resource requirements.
• Strong interpersonal skills with the ability to build and maintain relationships with key stakeholders across various departments.
• Capacity to analyse complex data sets, identify trends, and make data-driven decisions to drive CRM system optimization.
• Proven ability to troubleshoot system issues, address user inquiries, and implement effective solutions.
• Excellent verbal and written communication skills, with the ability to convey technical concepts to non-technical stakeholders effectively.

Qualifications

• Bachelor’s degree in technology related field
• Dynamics 365 Fundamentals (CRM).
• Dynamics 365 Fundamentals (ERP).
• Power Platform Fundamentals.
• Project Management Certification Agile Methodologies, PMP or Lean Six Sigma will be an added advantage.

Relevant Experience

• Minimum of three (3) years’ experience in ERP and CRM administration/development/Implementation
• Experience in the insurance industry is preferred.
• Proficiency in Dynamics ERP and CRM, ASP.NET, C#, and service-oriented architecture.
• Experience in System Implementations & Projects
• Proficiency in Integrations both into and out of Dynamics CRM, ERP.
• Experience with D365 Integration Technologies – MS Power Platform, Azure Logic Apps, Batch Data API, OData, Web Services.
• Lifecycle, and familiarity with regulatory requirements and compliance standards

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Job Ref. No: JLIL 336

Role Purpose

• To lead, manage and develop standards for the Finance and Property team within Jubilee Life Insurance Limited (JLIL).
• The job holder will also be responsible for:
  • Strategic Support to CEO: Collaborate with the CEO to formulate organizational strategies, including the preparation of budgets and comprehensive business plans.
  • Tax Oversight: Direct the company's tax planning, reporting, and compliance efforts to ensure full adherence to applicable tax laws, regulations, and industry best practices.
  • Financial Advisory Expertise: Come up with financial insights to inform the company decisions and policies.
  • Property Portfolio Leadership: Overall management, development, and providing strategic direction of the organization's property portfolio.

Main Responsibilities

Strategy

• Provide strategic leadership in formulating and continuously evaluating JLIL’s short-term and long-term financial objectives, supported by comprehensive financial analysis and evaluation.
• Ensure JLIL’s financial benchmarks and targets align with Jubilee standards and are effectively communicated and implemented across all business lines.
• Provide leadership and coordination of the JLIL’s Budgeting process and ensure the budgets are financially reasonable and reflect the strategic initiatives of the Group.
• Provide financial direction on potential mergers and acquisitions or country expansion activities, major Board initiatives, including the preparation of business plans and budgets for potential new operations.
• Provide financial expertise and insights to support strategic decision-making and communicate financial performance and risks.
• Working closely with the Asset Management Company, coordinating the investment strategy of JLIL to optimize returns, monitor and manage Asset and Liability matching.
• Foster strong relationships with banks, financial institutions, and rating agencies to optimize financial partnerships and enhance the company's reputation.

Accounting

• Ensure that JLIL implements new accounting standards including IFRS 17 on a timely basis and actions to minimize impacts anticipated through detailed analysis. 
• Review and evaluate targets (budget and performance) to steer and motivate the department according to agreed performance management and budget targets.
• Coordinate with the Internal Audit team to ensure a transparent and objective review of all concerns raised through the internal audit process and coordinate with the teams to ensure all non-conformities are cleared in a timely manner
• Oversee the activity of the external auditors and actuaries for JLIL in collaboration with the respective HODs.
• Coordinate with the internal and external actuary to ensure timely completion of statutory valuation and reserve calculations and additional projects as required.

Controlling and Reporting

• Oversee and deliver the annual audited financial statements and annual report of JLIL.
• Review and analyze financial data and performance against the plan and industry overall performance, including analyzing and reporting financial information to management and the Board within agreed timelines.
• Enhance the utilization and proper functioning of the integrated financial and management information systems.
• Advise and be a reference point for the CEO and Board of Directors in all financial matters impacting JLIL.
• Ensure timely delivery of reports required by the regulators and industry bodies.
• Establish and maintain the financial business plan for the subsidiary, including the expense budget and monitor variances between budget and actual performance so that corrective measures can be taken to minimize expense over-runs where required.
• Maintain effective models of business to support the business planning process.
• Implement systems to enable management of expenses and capital needs within budget.
• Establish and maintain effective financial controls, policies, and procedures to ensure accuracy, integrity, and compliance.

Property

• Develop and implement the property strategy in line with the organization’s goals.
• Identify and evaluate opportunities in the property division.
• Monitor and report on property performance, ensuring cost-efficiency and value maximization.
• Lead and develop the property team, fostering a culture of high performance and continuous improvement.
• Build and maintain relationships with key internal and external property stakeholders.
• Oversee property development projects from conception to completion. Ensure projects are completed within the project timelines and budget.

Jubilee Life Brand

• Act as a visible financial ambassador for Jubilee Life, enhancing the company’s reputation through transparent communication and performance.
• Represent the company in investor briefings, regulatory meetings, and engagements with financial institutions and rating agencies.
• Promote financial integrity and good governance as part of the organization’s brand promise to stakeholders.

Compliance

• Compliance: Stay updated on finance and property related industry regulations, compliance requirements, and best practices.
• 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.
• Implement effective risk management strategies, including appropriate internal controls, to mitigate operational, financial, and regulatory risks.

People & Culture

• Team Leadership: Build and lead cross-functional teams, fostering collaboration, accountability, and high performance across diverse skill sets and departments.
• Retention KPI: Achieve a regrettable turnover rate below 5% annually within finance teams by promoting a supportive environment, career growth opportunities, and recognition.
• Employee Engagement Score (EES) KPI: Drive a 10% year-over-year increase in EES through team-building, transparent communication, and empowerment initiatives.
• Cultural Alignment Index (CAI): Attain the Company’s CAI target score by embedding Jubilee’s values (e.g., innovation, teamwork, excellence) into project execution and team dynamics.
• Skill Development: Provide mentorship and training to team members on departmental tools, techniques, and industry-specific knowledge, enhancing capability.
• Conflict Resolution: Mediate and resolve team conflicts or stakeholder disputes, maintaining morale and focus on project goals.
• Resource Advocacy: Advocate for team needs (e.g., additional resources, training) to senior management, ensuring departmental success and staff well-being.

Key Competencies

• Deep understanding of life insurance industry and insurance products, actuarial principles, investments, underwriting processes, risk management, and regulatory compliance specific to life insurance.
• Strong command of IFRS 17, financial reporting frameworks, and regulatory compliance standards.
• Property management knowledge
• Demonstrated record of revenue, profit growth and new business development experience.
• Excellent interpersonal, negotiation and conflict management skills
• Strong influencing skills with experience working closely with Boards, CEOs, and regulators.
• High level of personal integrity, ethics, and a results-oriented mindset.
• Strong risk management and assessment skills
• Excellent leadership skills, particularly in strategy formulation and execution.
• Highly innovative, performance and results driven coupled with good business acumen.

Academic Background & Relevant Qualifications

• Bachelor’s degree in Finance/Business Related fields
• Master’s in Finance, Business Administration, Strategy, or any other related course
• CPA-K/ACCA Qualification or equivalent
• CIFA/CFA qualification is an added advantage
• Minimum of 10-15 years of experience in Finance
• Experience in operating in complex business environments and/or regulated sectors and have the qualities to
• develop strong stakeholder relationships.
• Demonstrate ‘best in class’ knowledge of technology, change, process improvement and operational management in relevant businesses.
• Experience in financial planning, budgeting, forecasting, financial analysis, and financial reporting within the insurance industry.
• Experience in building high-performing teams, fostering a culture of collaboration, and providing guidance and mentorship to finance professionals.

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Job Ref. No: JHIL190

Role Purpose

• The job holders will be obliged to deliver their respective regional bancassurance month-on-month and yearly revenue budgets.

Main Responsibilities

Operational

• Ensure achievement of sustainable growth of the assigned region to meet the set revenue objectives.
• Plan and co-ordinate health Insurance sales activation programs organized by Banks, Regional or Branch management in conjunction with the Bancassurance Manager.
• Monitor the activities of Bancassurance sales officers through daily reports and align the activities including prospecting quotations, branch visits and trainings to the desired revenue objectives.
• Lead effective training of sales code of conduct, health insurance products, AML and keep the record of attendance.
• To assist bancassurance sales officers in the allocated region to produce health insurance businesses acceptable to Jubilee Health Insurance and ensure that such officers meet their individual quotas of new business and renewal production regularly.
• Attain the set persistency targets of the existing health insurance portfolio through coordination with operations team and bank partners by ensuring timely renewals and collection of premiums.
• Excellent relationship management of key bank partners including Regional Sales Managers, Assistant Sales Managers, Branch Managers, Bancassurance officers among others.
• Ensure adequacy of marketing merchandise, product brochures and application forms at branches.
• Prepare and share daily reports of regional business performance as per Key Performance Indicators Matrixes.
• Champion the delivery of consistent, seamless, and trusted customer service to ensure customer retention and loyalty.
• Ensure complaint resolution within the approved TAT through coordination with Bancassurance team and bank partners.
• Ensure compliance to Jubilee Health Insurance and the allocated Bank’s policies, procedures, and regulatory requirements.

Key Competencies

• Proven expertise in sales and marketing, with the ability to design and execute effective strategies that drive business growth.
• Strong interpersonal and relationship management skills, enabling the development and maintenance of productive partnerships with banks, agents, and customers.
• Comprehensive knowledge of health insurance products, including coverage options, benefits, exclusions, and market positioning.
• Capability to train, coach, and support bank staff and agents, enhancing their competence and confidence in selling health insurance products.
• Thorough understanding of compliance and regulatory requirements, ensuring adherence to industry standards and legal obligations.
• Analytical ability to interpret sales data, performance metrics, and market trends, identifying opportunities for growth and areas for improvement.
• Strong leadership and team management skills, with the capacity to inspire, motivate, and guide sales teams towards achieving set targets.
• Adaptability and resilience in dynamic environments, responding effectively to evolving market conditions, customer preferences, and organizational priorities.
• Customer-centric mindset, with a focus on delivering value, satisfaction, and long-term loyalty.
• Problem-solving and critical thinking skills, enabling the resolution of challenges and the development of innovative solutions.
• Commitment to ethical conduct and professional integrity, ensuring transparency, fairness, and trust in all dealings with customers and partners.

Academic & Professional Qualifications

• University degree from an institution recognized by Commission for Higher Education.
• AIIK Diploma / CII Diploma or any insurance related qualification is an added advantage.
• Experience in Bancassurance will be an added advantage.

Relevant Experience

• 3 years minimum in Health insurance Sales Management at a supervisory level or above