Vacancies at Jubilee Insurance

Job Ref. No: JLIL 382

Role Purpose

The role holder will be responsible for strengthening agency performance through structured onboarding, continuous skills development, field coaching and leadership mentoring. The role holder will ensure that training programs are effectively translated into field execution, resulting in improved agent productivity, quality business acquisition, manpower growth and long-term retention. This position serves as a critical link between classroom learning and field implementation by embedding best sales practices, performance discipline and ethical standards within the agency network.

Main Responsibilities
Agency Capability Development & Training

• Coordinate and implement structured post-induction training programs for newly recruited agents.
• Facilitate role plays, simulations, and refresher sessions to reinforce product knowledge, selling skills, and compliance requirements.
• Develop and customize training materials aligned with company products and market trends.
• Conduct learning needs assessments based on performance data and field observations.
• Support new agents through structured development pathways.
• Collaborate with the central training team to roll out learning initiatives.
• Ensure documentation and completion of mandatory training programs.

Field Coaching & Performance Management

• Conduct joint field visits and client engagements with agents and sales managers.
• Provide real-time coaching on prospecting, pitching, objection handling, and closing techniques.
• Implement structured handholding programs for new and underperforming agents.
• Observe sales interactions and provide performance feedback.
• Develop individual performance improvement plans.
• Monitor daily, weekly, and monthly agent activity levels.
• Support sales managers in enforcing performance discipline.

Sales Productivity & Business Growth

• Drive agent activity, case submissions, and premium production.
• Track new agent conversion to ECOP and financial support eligibility.
• Support manpower growth and retention initiatives.
• Assist in HNI sales pitches and PFM presentations.
• Promote quality business acquisition and persistency improvement.
• Participate in sales campaigns and branch activations.

Leadership & Talent Development

• Coach and mentor sales managers, team leaders, and senior agents.
• Support leadership development and succession planning initiatives.
• Identify and develop high-potential agents.
• Build management capability in coaching and team leadership.
• Promote professionalism and accountability within agency structure

Monitoring, Reporting & Continuous Improvement

• Analyze activity management reports and productivity dashboards.
• Prepare weekly and monthly coaching and training reports.
• Track effectiveness of learning interventions.
• Maintain accurate training and coaching records.
• Identify improvement opportunities and recommend solutions.
• Support internal audits and performance reviews.

People & Culture

• Cross-Functional Collaboration: Actively participate in cross-functional project teams to drive collaboration,
• innovation, and accountability across departments and the Group.
• Employee Collaboration Index: Participate in a minimum of 2 company projects per year with an 80% success rate
• and engage in at least 1 Group-wide project per year.
• Skills and Competency Development Index: 100% compliance with your training plan annually to support personal
• and professional growth, ensuring alignment with career paths and future challenges.
• 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.
• Conflict Resolution: Address interpersonal or project-related conflicts constructively, maintaining team morale and focus on shared goals.
• Resource Advocacy: Communicate needs (e.g., tools, training, support) to supervisors to ensure personal and team success.

Jubilee Life Brand & Customer Experience

• Promote and uphold Jubilee Life’s brand values, service standards, and market positioning.
• Ensure agents represent the organization professionally in all customer interactions.
• Reinforce customer-centric selling and service excellence practices.
• Support consistent application of brand guidelines across agency channels.
• Champion positive customer experience and relationship management.
• Participate in brand awareness and market activation initiatives.
• Address service gaps and escalate reputational risks.

Key Competencies

• Coaching & People Development: Ability to mentor and develop agents and sales leaders for sustainable performance.
• Results Orientation: Strong focus on achieving productivity and quality business targets.
• Communication & Influencing: Ability to engage, persuade, and align stakeholders.
• Leadership & Professional Presence: Capacity to provide direction and act as a role model.
• Analytical & Problem-Solving: Ability to interpret data and implement practical solutions.
• Stakeholder Collaboration: Strong relationship-building and teamwork skills.
• Adaptability & Change Management: Ability to support teams through change.
• Integrity & Ethical Judgment: Commitment to ethical and compliant business practices.
• Planning & Organization: Ability to manage multiple field and training activities.
• Resilience & Self-Motivation: Capacity to perform effectively in a field-based environment.

Academic Background & Relevant Qualifications

• Bachelor’s Degree in Business Administration, Marketing, Insurance or a related field.
• Certified Trainer/ ECOP Qualification
• Diploma in Insurance qualification will be an added advantage
• LOMA/CII/IIK Qualification will be an added advantage
• Minimum of 1–2 years’ experience in insurance agency sales, training, or business development.
• Proven experience in agent onboarding, coaching, and performance management.
• Experience working with sales leadership teams.
• Exposure to training design and facilitation is an added advantage.
• Demonstrated track record of improving sales and productivity outcomes.
   

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Job Ref. No: JLIL 381

Role Purpose

• To support the growth of Jubilee Life’s Group Life and Credit Life portfolio by managing the end-to-end process of quotations, tenders and bid submissions. The role ensures the timely preparation of accurate, compliant, and competitive proposals while supporting relationship management, renewals, and intermediary engagement to drive sustainable business growth.

Main Responsibilities

Quotations & Pricing Management

• Receive, review and prepare Group Life and Credit Life quotations in line with underwriting guidelines and company policies.
• Liaise with Underwriting, Actuarial and Sales teams to ensure accuracy, competitiveness and risk alignment.
• Track and monitor all quotation requests to ensure timely turnaround and proactive client/intermediary follow-up.
• Maintain a comprehensive database of quotations and pricing outcomes.

Tenders & Bid Management

• Manage the full tendering life cycle, including sourcing, document evaluation, bid preparation, pricing coordination, and submission via EGP and other platforms.
• Coordinate with internal stakeholders (Underwriting, Claims, Actuarial, Legal, Finance, and Compliance) to gather required inputs.
• Ensure full compliance with tender specifications, regulatory requirements, and documentation standards.
• Support bid evaluations and post-submission clarifications where required.

Business Development & Relationship Support

• Provide technical product support, pricing insights, and customized documentation to Relationship Managers and Sales teams.
• Support renewal business through tracking, monitoring, and proactive follow-up with clients and intermediaries.
• Assist in onboarding new business by preparing scheme files and documentation for underwriting review.
• Conduct market and competitor analysis to support pricing and positioning strategies.
• Support negotiations with reinsurers on risk placement.

Intermediary & Commissions Management

• Process intermediary commission payments in line with approved schemes and timelines.
• Prepare and submit quarterly intermediary reports.
• Support the organization of quarterly service review meetings with intermediaries.

Reporting, Compliance & Administration

• Prepare weekly, monthly, and quarterly reports on quotation conversions, tender performance, renewals, and pipeline status.
• Maintain accurate and up-to-date records of all quotations, tenders, contracts, and submissions.
• Ensure compliance with internal controls, audit requirements, and regulatory standards.
• Undertake any other duties as assigned in support of departmental objectives.

Key Competencies

• Analytical & Numerical Ability. Strong ability to interpret data, pricing structures, and risk-related information accurately.
• Attention to Detail. High level of accuracy in quotations, tenders, and documentation.
• Commercial Acumen. Understanding of insurance market dynamics, pricing competitiveness, and business growth drivers.
• Communication Skills. Clear and professional written and verbal communication, especially in proposal preparation and stakeholder engagement.
• Stakeholder Management. Ability to coordinate effectively with internal teams, intermediaries, and clients.
• Negotiation Skills. Capability to support pricing discussions and reinsurance negotiations.
• Planning & organizing. Effective management of multiple tenders, renewals, and deadlines simultaneously.
• Customer Focus. Commitment to service excellence and responsiveness.
• Integrity & Compliance Awareness. Adherence to regulatory standards and internal controls.
• Results Orientation. Driven to achieve quotation turnaround targets and conversion outcomes.

Academic Background & Relevant Qualifications

• Bachelor’s degree in marketing, Commerce, Statistics, Business Administration, or a related field.
• Diploma in Insurance, CII, LOMA, or equivalent professional qualification will be an added advantage.
• Minimum of three (3) years’ experience in insurance, business development, underwriting support or tender management.
• Experience in Group Life and/or Credit Life insurance is an added advantage.

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Job Ref. No: JLIL 380

Role Purpose

• The job holder will be responsible for building, maintaining and growing Bancassurance relationships and increase revenue by delivering a world class customer service in a very proactive manner. The role holder must meet the set retention target, increase portfolio profitability and grow the portfolio through upselling of benefits, proper loading, and claims control.

Main Responsibilities

Strategy

• Process Improvement. Continuously assess and improve bancassurance processes to enhance efficiency, accuracy, and overall customer experience. Identify opportunities for automation, digitization, and streamlining of premium administration activities.
• Operational Excellence. Drive operational excellence within bancassurance processes by setting clear goals and performance metrics, monitoring performance, and implementing improvement initiatives to achieve service level agreements and operational targets.
• Technology and Systems. Collaborate with IT and operations teams to assess, select, and implement appropriate technology solutions for the bancassurance. Leverage digital tools, policy administration systems, and workflow automation to optimize processes and enhance productivity.

Operational

• Proactively manage allocated bancassurance retail portfolio by meeting your retention targets, maintaining, increasing premium & lives volume through organic growth and by selling additional benefits and enhancements.
• Bancassurance Partnership Management. Cultivate and manage productive partnerships with partner banks.
• Develop a deep understanding of their business models, sales processes, and customer segments. Provide a dedicated and comprehensive service to Bancassurance intermediaries/clients, always acting as the primary point of contact between Client/Bank and JLIL and deliver the highest level of customer care to meet and exceed expectations.
• Life Insurance Sales. Promote life insurance products and services to bank clients. Leverage the bank's customer base and referral network to generate leads and close life insurance sales.
• Open Network Partnerships - Cultivate and manage productive partnerships with non-bank financial institutions.
• Develop a deep understanding of their business models, sales processes, and customer segments. Provide a dedicated and comprehensive service to them always acting as the primary point of contact and deliver the highest level of customer care to meet and exceed expectations.
• Organization and timely attendance of regular client/bank meetings. Take minutes and include required actions with TATs for circulation to all attendees and Team Leader. Ensure all required action as agreed is acted upon correctly and within TAT’s. Identify service gaps and address the same.
• Gathering of market intelligence on all renewals including tender business and working with BSO’s support to ensure no business is lost due to pricing.
• Ensure clients are provided with correct quotes for new and existing business in a timely manner, revisions are prompt and in accordance with specified requirements and JLIL renewal and risk strategy. Follow the renewal process and secure renewals of assigned schemes within TATs.
• Implement Customer service journeys and put in place an annual customer touch point for each client and ensure that this is adhered to, and records maintained.
• Liaising closely with specific teams to ensure that all client debits/credits/cards/documents are issued correctly and dispatched promptly within the set TATs. Monitor progress of all/any improvements agreed upon with client and to
• be implemented by various teams.
• Assist related teams in getting information needed for any pending action for claims, membership, cards etc. and ensuring that all actions are carried out within required TATs.
• Ensure reports/documents are verified and sent regularly and that SLA deliverables are always met. Make loyalty calls to clients/ intermediaries and ensure they are happy satisfied and timely feedback is provided.
• Respond to all incoming calls, letters, emails from clients/Bancassurance Intermediaries set TAT's and attend to walk in clients promptly and professionally. Ensure complaints are dealt with promptly and pro-actively by maintaining an issues/complaints log to track so that gaps can be identified, and solutions found.
• Provide the necessary support to intermediary and clients by training them on the medical products, Benefits and limits and other products features.
• Generate correct and complete monthly/quarterly and annual portfolio performance reports including claims experience regularly to monitor claim trends and provide the same to client as per SLA.
• Ensure that groups are advised immediately members reach 75% claims balance or exceed limits and that member statements go out on a regular basis as per client requirement.
• Implement regulatory/legal changes affecting clients. Ensure all JLIL - Know Your Customer, IRA and government regulations/rules are complied with.

Corporate Governance

• Compliance. Stay updated with insurance regulations and underwriting best practices to ensure compliance withindustry 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.

 People & Culture

• Team Leadership: Build and lead cross-functional project teams, fostering collaboration, accountability, and high performance across diverse skill sets and departments.
• 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 your 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

• Strong relationship-building and networking skills.
• Excellent communication and negotiation abilities.
• Sales-driven and target-oriented mindset.
• Customer-centric approach and empathy.
• Financial acumen and understanding of life insurance products.
• Excellent data skills, Report writing and Presentational skills.
• Ability to priorities & deliver within set timelines.

Academic Background & Relevant Qualifications

• Bachelor’s degree in Insurance, Finance, Business or any other related course
• Diploma in Insurance qualification will be an added advantage.
• LOMA/CII/IIK Qualification will be an added advantage.
• Minimum 3-4 years’ experience in a similar role
• Exposure to sales or customer service roles, preferably within the insurance or financial services domain.
• Proven track record in sales and relationship management, preferably in the bancassurance or insurance sector

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Job Ref. No: JLIL 379

Role Purpose

• To drive Jubilee Life Insurance’s digital visibility, engagement, and brand reputation through effective digital media buying, online community management, and experiential marketing support. The role will ensure strategic digital media placement, consistent brand tone across platforms, timely customer engagement, and seamless event support to enhance customer experience and brand affinity.

Main Responsibilities

Digital Media Buying & Performance

• Plan, execute, and optimize digital media campaigns across platforms (Google Ads, Meta, LinkedIn, X, and others) to deliver against brand awareness, lead generation, and engagement goals.
• Optimize SEO/SEM strategies to increase website traffic and improve online visibility.
• Monitor and analyze campaign performance through analytics tool ((e.g., Google Analytics, SEMrush), preparing weekly and monthly performance reports with insights and recommendations.
• Work closely with the creative team and digital agencies to ensure timely rollout of campaigns, consistent brand tone, and optimized creative assets.
• Manage paid social budgets and ensure efficient cost-per-result and ROI tracking.
• Stay updated on digital trends, algorithm changes, and emerging media platforms relevant to the insurance and financial services sector.

Community Management & Online Engagement

• Manage day-to-day community engagement across all Jubilee Life social media platforms, ensuring timely and
• professional responses in line with brand voice.
• Escalate customer queries or feedback to relevant departments and ensure closure with follow-up.
• Develop engagement calendars in coordination with the content and brand teams to enhance dialogue and audience participation.
• Track, analyze and report on community sentiment, engagement trends, and brand mentions.
• Collaborate with the Customer Experience team to ensure consistent tone, responsiveness, and brand care online.

LinkedIn & Corporate Brand Visibility

• Support content publishing, community engagement, and performance tracking for Executive Profiles.
• Collaborate with leadership on strategic LinkedIn campaigns and thought leadership initiatives.
• Ensure timely posting, consistency of tone, and proactive engagement with partners, clients, and industry stakeholders.

Experiential & Events Support

• Provide on-ground support during Jubilee Life experiential activities, product activations, and branch or partnership events.
• Assist in vendor coordination, logistics setup, branding deployment, and post-event reporting.
• Collaborate with the Marketing Manager to ensure brand visibility, alignment, and quality execution across all events.
• Coordinate capture of content (photo/video) for digital amplification and post-event storytelling on relevant digital platforms.

Collaboration & Coordination

• Work closely with the Head of Marketing, Marketing Manager, agencies, and internal teams to ensure alignment on brand objectives.
• Participate in marketing meetings, campaign brainstorms, and review sessions to contribute ideas and insights from digital data and customer interactions.
• Maintain strong internal relationships with PR, Customer Experience, Product, and Business development amongst others for unified brand and product communication and activations.
• Maintain a working relationship with partner agencies e.g. PR, Creative, Media & Digital, Experiential amongst others.

Key Competencies

• Strong analytical skills and data-driven mindset
• Excellent interpersonal and communication skills
• Team-oriented with a collaborative spirit
• Creative thinker with strong attention to detail
• Proactive and able to manage multiple priorities in a fast-paced environment
• Customer-centric and solution-oriented.

Academic Background & Relevant Qualifications

• Bachelor’s degree in marketing, communication, business, PR or a related field
• Minimum of 3 -5 years’ experience in digital marketing, community management, or digital media buying (preferably
• in financial services or agency setting), brand marketing and experiential or similar roles.
• Certification in Google Ads, Meta Business Suite, Digital Marketing or CIM will be an added advantage
• Proficiency in analytics tools (Google Analytics, Meta Insights, LinkedIn Analytics, etc.)
• Hands-on experience managing leads generative campaigns, community management and digital campaigns.
• Experience supporting corporate or experiential events preferred