Vacancies at Jubilee Insurance

Job Ref. No: JAML005

Role Purpose:

• Responsible for delivering an exceptional customer experience and putting the needs of every customer at the heart of every decision-making process. Responsible for facilitating efficient client administration, communication, and document management. The jobholder is responsible for client correspondences, data capture and document management to ensure efficiency, timeliness, and effective client servicing.

Main Responsibilities:

•  Implement the customer experience strategy and ensure high standards of customer service are maintained at each customer contact point.
•  Attend to all customer queries from all channels i.e., walk-in, calls, portal and emails.
•  Escalate complex queries to the appropriate functional area.
•  Maintain regular internal and external communication on Customer Service matters.
•  Carry out customer document processing including scanning and indexing new business applications, top ups, withdrawals, and switches into the system.
•  Ensure compliance of customers documents
•  Create customers’ accounts in the system and any subsequent changes to customer data.
•  Handle customer complaints and prepare reports and follow up
•  Prepare and dispatch contract notes, statements, business confirmations/appreciations, withdrawal/switches confirmation.
•  Maintain an accurate record of all customer interactions in CRM through walk-in clients, phone calls, letters, FAs, emails and other customer interactions.
•  Preparation of the customer related reports.
•  Follow up and resolve arising member statement issues.
•  Contact new clients to confirm receipt of funds, process flow and product information.
•  Carrying out due diligence on the documents received to change bank account details.
•  Clients and Financial advisors’ products and process education
•  In conjunction with the Customer Experience team conduct customer satisfaction surveys
•  Perform any other duties as may be assigned from time to time.

Key Competencies:

•  Excellent communication and interpersonal skills, with the ability to communicate complex information effectively to both internal and external stakeholders.
•  Strong analytical and problem-solving skills, with the ability to identify and resolve complex operational issues.
•  Proven ability to manage multiple tasks simultaneously and work under pressure in a fast-paced environment with minimal supervision.
•  Ability to work collaboratively and build relationships across different departments and external stakeholders.
•  Strong attention to detail, accuracy and quality in work output.
•  Drive process improvements and solutions.
•  Ability to exercise prudent judgment.

Academic Background and Relevant Qualifications:

•  Bachelor’s degree in finance, Accounting, Economics, Business Administration, or related fields.
•  Professional qualifications such as ACCA, CFA, or CPA are an added advantage.
•  Strong computer skills with proficiency in Microsoft Office and at least 1 year experience in a similar role.

If you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting the Job Reference Number and Position by Friday, 9th June 2023

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Job Ref. No: JAML006

Role Purpose:

• The role is accountable for the day-to-day execution of client withdrawals & fund switch requests and Investment reconciliations. The role will deliver operational effectiveness ensuring TAT on client disbursement of funds for excellent client experience.

Main Responsibilities:

•  Receipt of customers funds from all channels including mobile and bank platforms.
•  Inflow accounts reconciliation and transfer of funds from Mobile money accounts and bank collection accounts into the investment account.
•  Disbursement accounts reconciliation.
•  Prepare the suspense report and monitor suspense activity.
•  Responsible for withdraw/switches, redemption of units and reconciliation of client accounts on a daily basis.
•  Debiting clients’ accounts and process payments end-to end.
•  Preparation of letters/inbanking instructions to the custodian to facilitate payments.
•  Preparation of monthly interest disbursements and standing order payments
•  Liaise with custodians for resolution of reconciliation issues.
•  Distribute income for the various funds at different periods.
•  End of day process for purposes of generating pricing.
•  Prepare weekly and monthly production reports.
•  Participate and attend scheduled trustee meetings.
•  Generate commission monthly statements for review and approval.
•  Prepare and dispatch instructions to the custodians.
•  Prepare monthly Fund Valuation reports.
•  Prepare regulatory, trustees and clients reports.

Compliance Monitoring and Adherence:

•  Monitoring regulatory changes and ensuring that the firm's operational activities remain compliant with all applicable regulations and policies.
•  Conducting regular compliance reviews and audits to ensure adherence to regulatory requirements.

Risk Management:

•  Monitoring fund performance and identifying risks associated with fund operations.
•  Developing and implementing risk management strategies to mitigate risks and ensure the safety of fund assets.
•  Working with other departments to ensure that all risks are identified and addressed.

Key Competencies:

•  Knowledge of capital markets and CMA regulatory requirements
•  Knowledge of Fund Valuation.
•  Knowledge of investment classes.
•  Excellent customer service, communication, and presentation skills.
•  Strong interpersonal skills.
•  Excellent written and oral communication abilities.
•  Ability to work accurately with close attention to detail; strong ability to scrutinize and examine.
•  Ability to take initiative and prioritize tasks; good time-management, multi-task, problem-prevention, and problemsolving skills.
•  Willingness to adapt to changing business needs.
•  Ability to exercise prudent judgment.
•  Proactive and able to work with minimal supervision.

Academic Background and Relevant Qualifications:

•  Bachelor’s degree in finance, Accounting, Economics, Business Administration, or related fields.
•  Professional qualifications such as ACCA, CFA, or CPA are an added advantage.
•  Strong computer skills with proficiency in Microsoft Office and at least 2-3 years’ experience in a similar role and fund accounting and reporting systems.

If you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting the Job Reference Number and Position by Friday, 9th June 2023

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 Role Purpose

• As a Full Stack Developer, you will be responsible for developing and maintaining both front-end and back-end applications. You will work closely with cross-functional teams to understand business requirements and deliver innovative software solutions. Your expertise in both front-end and back-end technologies will contribute to the overall success of our projects.

Main Responsibilities
Strategy:

•  Collaborate with stakeholders to understand business objectives and contribute to the development of technology strategies and roadmaps.
•  Provide insights and recommendations on the implementation of new technologies and frameworks to improve software development processes and deliverables.

Operational:

•  Design, develop, and maintain web applications, ensuring high performance, scalability, and usability.
•  Implement responsive and user-friendly front-end interfaces using HTML, CSS, and JavaScript frameworks.
•  Develop robust and secure back-end systems using languages such as Java, Python, or Node.js.
•  Create and optimize database structures and queries to ensure efficient data storage and retrieval.
•  Integrate third-party APIs and services to enhance application functionality.
•  Conduct thorough testing and debugging of applications to ensure high-quality deliverables.
•  Collaborate with team members to review code, provide feedback, and ensure adherence to best practices and coding standards.
•  Troubleshoot and resolve software defects and technical issues reported by users or identified during testing.

Corporate Governance (Regulatory and Compliance):

•  Adhere to regulatory and compliance requirements while developing software solutions.
•  Ensure the security and privacy of user data by implementing appropriate measures and protocols.

Leadership and Culture:

•  Mentor and guide junior developers, providing technical expertise and fostering a culture of continuous learning and growth.
•  Collaborate with cross-functional teams, including designers, product managers, and quality assurance, to deliver successful projects.
•  Stay updated with industry trends and emerging technologies, sharing knowledge and insights with the team.

Key Deliverables

•  Timely and high-quality delivery of web applications and software solutions.
•  Effective collaboration with cross-functional teams and stakeholders.
•  Adoption of best practices, coding standards, and development methodologies.

Key Competencies

•  Technical proficiency in full stack development, including front-end, back-end, and database technologies.
•  Attention to detail and a commitment to delivering high-quality, reliable, and scalable software solutions.
•  Ability to work independently and as part of a team, with excellent time management and organizational skills.
•  Adaptability and a willingness to learn and explore new technologies and frameworks.
•  Strong analytical and problem-solving skills, with the ability to understand complex requirements and translate them into technical solutions.

Qualifications

•  Bachelor’s degree in computer science, Software Engineering, or a related field (or equivalent work experience).
•  Proven experience as a Full Stack Developer, with a strong portfolio showcasing web applications developed.
•  In-depth knowledge of front-end technologies such as HTML, CSS, JavaScript, and modern frameworks (e.g., React, Angular, Vue.js).
•  Proficiency in back-end languages like Java, Python, or Node.js, and experience with web frameworks (e.g.,Spring, Django, Express).
•  Strong database skills, including designing schemas, optimizing queries, and working with SQL or NoSQL databases.

Relevant Experience

•  3+ years of demonstrable experience.
•  Demonstrable portfolio of released applications on the App store or the Android market.
•  Extensive knowledge of at least one mobile programming language like Kotlin, Swift and Java.

If you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting the Job Reference Number and Position by 11th June 2023 Only shortlisted candidates will be contacted.