PAC Advisors is a leading advisory firm with a wealth of experience and expertise in supporting African SMEs and Corporate Institutions. Our comprehensive range of integrated and innovative business advisory services includes strategic planning, human capital advisory, training and development, financial and accounting advisory, and more. With a focus on max...
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Job Purpose:
Drive growth and retention of medical insurance portfolio. Identify market opportunities, manage client relationships, deliver healthcare coverage solutions, ensure onboarding and renewals, liaise with underwriters/providers, support compliance, and contribute to brand positioning using client insights and digital tools.
Key Responsibilities:
- Identify, pursue and convert medical insurance opportunities from SME and Corporate clients
- Build & maintain strong client relationships, promote cross-selling
- Conduct client needs assessments; match plans to budgets and requirements
- Prepare quotations, proposals, and presentations tailored to client specs
- Coordinate onboarding; ensure accurate documentation and underwriting submission
- Post-sale support: policy terms, claims guidance, benefits consultation
- Facilitate product knowledge sessions, wellness talks, benefit orientations
- Negotiate competitive rates with providers and insurers
- Stay updated on market trends, regulations, and new products
- Proactively manage policy renewals and handle objections/escalations
- Support claims process; coordinate between clients, insurers, and providers
- Manage robust sales pipeline; track conversions and report performance
- Represent Transnep at forums, events, and strategic stakeholder meetings
- Maintain detailed CRM records and generate periodic sales reports
Qualifications:
- Degree in Business Admin, Marketing, or Insurance
- Training in Health Insurance sales, healthcare management, underwriting (advantage)
- Diploma in insurance or equivalent professional certification, AIIK or COP qualifications
Experience:
- 3+ years in medical insurance sales or healthcare client service
- Experience in insurance brokerage or health insurance environment preferred
- Proven ability to meet sales targets and manage client portfolios
Skills & Competencies:
- In-depth understanding of medical insurance products and underwriting
- Excellent client engagement and relationship management
- Strong negotiation and communication skills
- Ability to explain medical and insurance terms clearly
- Proficient in CRM tools and Microsoft Office
- Highly organized and self-driven; manage multiple accounts
- Strong problem-solving and service escalation handling
- Knowledge of insurance compliance and ethical sales practices
- Collaborative team player, independent and cross-functional
- Resilient, goal-oriented, adaptable in fast-paced environments
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Job Purpose:
Spearhead retail insurance growth through client engagement (individuals and SMEs), digital sales, product education, and tailored coverage recommendations. Leverage insights and tools to deepen relationships, expand reach, and deliver growth while ensuring compliance.
Key Responsibilities:
- Market and sell general insurance: motor, domestic, personal accident, travel, WIBA, individual medical covers, and SME-targeted covers
- Conduct client needs assessments; recommend personalized solutions
- Support full sales cycle: quotation, product explanation, policy comparison, documentation
- Facilitate client onboarding; ensure accurate documentation
- Educate on policy terms, coverage, premiums, and exclusions
- Support claims initiation; coordinate with internal teams and underwriters
- Maintain records: client interactions, sales, policies in CRM
- Follow up on renewals, lapsed policies, unpaid premiums
- Stay informed on product changes, underwriting updates, competitors, regulations
- Participate in marketing campaigns, promotions, community outreach
- Collaborate internally: underwriting, finance, customer service
- Build relationships with underwriters, aggregators, service providers
- Submit sales performance and pipeline reports
- Maintain and track retail client pipeline
- Contribute to the development and launch of unique retail products
Qualifications:
- Degree in Business Admin, Marketing, or Insurance
- Diploma in insurance or equivalent professional certification, AIIK or COP qualifications
Experience:
- Minimum 3 years in a sales environment (preferably insurance)
- Proven track record of meeting/exceeding sales targets for all insurance products
Skills & Competencies:
- Sales-driven mindset; consistent performance
- Customer-focused approach; proactive client service
- Product knowledge; insurance, underwriting, risk profiles
- Communication & interpersonal skills; build rapport and influence
- Organization & follow-through; manage accounts, leads, renewals
- Digital fluency; CRM, email, digital sales tools
- Negotiation skills; align client needs with insurer offerings
- Professionalism & integrity; ethical and value-driven
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Job Purpose:
Champion growth, retention, and profitability of life assurance business. Deliver personalized strategies, client-focused risk solutions, align with regulatory frameworks, forecast protection needs, and expand Transnep’s life portfolio through data insights and superior service.
Key Responsibilities:
- Drive new business acquisition across corporate, SME, and individual segments
- Prepare insurance proposals, quotations, and tender submissions
- Negotiate policy terms and premiums with underwriters
- Process policy renewals, endorsements, amendments; ensure client engagement
- Support clients on inquiries, endorsements, documentation, payments, claims
- Collaborate with claims teams; facilitate smooth processing and resolution
- Monitor market, underwriting trends, regulatory changes; recommend solutions
- Provide weekly/monthly production reports on pipeline, retention, portfolio growth
- Build and maintain long-term relationships for referrals and cross-selling
- Build and maintain strong relationships with insurers and other stakeholders
- Conduct periodic policy reviews to ensure alignment with client needs
- Support business development at events, product launches, seminars
- Maintain accurate client and policy records for auditing and renewals
- Work with sales support, admin, and finance to ensure service standards
Qualifications:
- Degree in Insurance, Actuarial Science, Finance, Business Admin, or related field
- Diploma in insurance or equivalent professional certification, AIIK or COP qualifications
- Strong knowledge of life products, underwriting, and regulations
- Proficiency in insurance software and CRM tools
Experience:
- 5+ years in life assurance sales, underwriting, or client servicing
- Proven track record in business development and client retention
Skills & Competencies:
- Strong negotiation skills; favorable terms and pricing
- Relationship management; trust-building and stakeholder engagement
- Attention to detail in quotations and underwriting compliance
- Customer-centric mindset; responsive and personalized service
- Market knowledge; products, pricing, underwriting, regulations
- Communication skills; presenting insurance solutions
- Organizational abilities; managing accounts and deadlines
- Problem-solving; coverage gap analysis and risk alignment
- Tech proficiency; insurance systems, CRM, MS Office
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Job Purpose:
Drive acquisition, retention, and profitability of general insurance business. Develop risk solutions, manage client relationships, ensure service delivery, coordinate underwriting, ensure compliance, identify market opportunities, and deliver high service standards.
Key Responsibilities:
- Drive new business acquisition across corporate, SME, and individual segments
- Prepare insurance proposals, quotations, and tender submissions
- Negotiate policy terms and premiums with underwriters
- Process policy renewals, endorsements, amendments; ensure client satisfaction
- Support clients on policy inquiries, endorsements, documentation, payments, and claims
- Assist claims team in negotiating problematic claims with insurers
- Monitor market, underwriting, and regulatory trends; recommend insurance solutions
- Provide production reports: pipeline status, retention, portfolio growth
- Build and maintain client, insurer, and stakeholder relationships; manage business pipeline
- Conduct policy reviews to align with evolving risk exposures
- Support business development via events, product launches, seminars
- Maintain client and policy records; ensure data integrity
- Collaborate with sales support, admin, and finance teams; uphold service standards
Qualifications:
- Degree in Insurance, Risk Management, Business Admin, or related field
- Diploma in insurance or equivalent professional certification, AIIK or COP qualifications
Experience:
- 5+ years in general insurance (underwriting, brokerage, or sales)
Skills & Competencies:
- Strong negotiation skills; favorable policy terms and pricing
- Relationship management; build trust with clients and stakeholders
- Attention to detail in quotations, policy documents, compliance
- Customer-centric mindset; responsive and personalized service
- Market knowledge; products, pricing, underwriting, and regulations
- Communication skills; presenting insurance solutions
- Organizational abilities; manage multiple accounts and deadlines
- Problem-solving; identify coverage gaps and align with risks
- Tech proficiency; insurance systems, CRM, MS Office
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Job Purpose:
Oversee financial planning, reporting, compliance, budgeting, and risk management. Ensure financial accuracy, support collections, manage expenses, track revenues, enhance transparency, and drive strategic decision-making through financial insights aligned with Transnep’s objectives.
Key Responsibilities:
- Prepare and review corporate and sales budgets; align with targets
- Track and reconcile income streams, bank, premium, and receivables
- Manage receivables, payables, disbursements, and partner incentives
- Generate financial reports; analyze profitability, revenue, and costs
- Support forecasting, variance analysis, scenario modeling, board papers
- Ensure regulatory compliance; support audits; maintain data integrity
- Maintain financial documentation: contracts, receivables, agreements
- Develop internal controls; prevent revenue leakage; ensure tax compliance
- Enforce financial policies; monitor expenditures; drive cost-efficiency
- Coordinate with underwriting and CRM on financial reporting accuracy
- Provide financial insights on strategy, pricing, compensation
- Ensure ERP accuracy for premiums, commissions, and brokerage income
- Monitor financial and operational KPIs
- Track investment and non-operating income through negotiations with banks to generate investment income and to ensure goal alignment
- Gather market intelligence; advise on investment opportunities
- Stay updated on financial regulations; ensure reporting compliance
Qualifications:
- Degree in Finance, Accounting, or Economics
- CPA (K) or ACCA certification
- ERP systems knowledge (e.g., SAP, Birthmark)
Experience:
- 5+ years in finance/accounting; 2+ in insurance or brokerage
- Financial modeling, insurance accounting, or risk management (advantageous)
Skills & Competencies:
- Advanced financial analysis; sales performance evaluation
- Regulatory compliance (IRA, KRA, IFRS)
- High attention to detail and accuracy in reconciliations
- ERP system proficiency; data extraction and reporting
- Strong time management and deadline prioritization
- Effective communication and cross-functional collaboration
- Problem-solving; process improvements and control
- Strategic financial insight for business decision support
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Job Purpose:
Lead and manage HR functions to support Transnep’s strategic goals. Oversee talent acquisition, employee relations, performance management, compliance, and drive culture, continuity, and productivity in the financial and insurance sector.
Key Responsibilities:
- Implement and update HR policies, procedures, manuals; ensure compliance with Kenyan labour laws
- Manage employee lifecycle: workforce planning, recruitment, onboarding, engagement, separation
- Coordinate performance management, appraisals, development planning
- Identify training needs; organize learning and development programs
- Support disciplinary procedures, conflict resolution, grievance handling
- Maintain employee records, contracts, documentation in HRIS
- Support payroll: compile HR data, verify leave/attendance, calculate salaries and deductions
- Administer benefits: insurance, pension, wellness; point of contact for queries
- Prepare HR reports: headcount, turnover, compliance, disciplinary metrics
- Ensure HR support for compliance: KRA, NSSF, NHIF, OSHA, regulatory bodies
- Participate in audits: provide documentation, clarify compliance and policies
- Foster culture: employee engagement, recognition programs, internal communication
Qualifications:
- Degree in HR Management, Business Admin, or related field
- Certified Human Resource Professional (CHRP) or equivalent
- Knowledge of Kenyan Labour Laws and HR compliance
- Insurance sector experience (advantageous)
Experience:
- Minimum 5 years in HR, preferably in insurance or financial services
Skills & Competencies:
- Confidentiality & integrity in HR issues and data handling
- Excellent communication: verbal, written, engagement, resolution
- Interpersonal skills to build trust, influence, and collaborate
- Analytical and detail-oriented: HR data analysis, trend monitoring
- Tech-savvy: HRIS, Microsoft Office, digital HR tools
- Problem-solving & conflict resolution for a harmonious work environment
- Regulatory awareness: labour laws, insurance HR standards, compliance
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Job Purpose:
Lead care management and utilization review functions, aligning medical decisions with underwriting principles, supporting pre-authorizations, ensuring quality outcomes, cost efficiency, and client satisfaction.
Key Responsibilities:
- Ensure smooth patient journey in accessing care. Outpatient – quick turnaround on pre-authorizations and Inpatient smooth admission and discharge process
- Manage pre-authorization, discharge, case review, and claims adjudication
- Monitor healthcare provider performance; recommend panel adjustments
- Oversee call centre operations; ensure resolution and protocol compliance
- Maintain accurate patient records for traceability and audits
- Liaise with providers, insurers, clients, and internal teams for service coordination
- Train internal staff on claims, clinical data interpretation, and care protocols
- Implement cost management strategies including negotiations with insurers, hospitals, doctors and other stakeholders.
- Develop and update case management protocols; ensure industry compliance
- Evaluate and manage provider panel; negotiate terms and contracts
- Support underwriting with expert medical opinions on complex cases
- Audit high-cost/long-term cases; recommend treatment alternatives
- Contribute to client education with wellness guidelines and utilization reports
Qualifications:
- Degree in Nursing, Clinical Medicine, or related field
- Certification in Health Insurance or Case Management (preferred)
- Advanced training in Utilization Review or Managed Care
Experience:
- Minimum 5 years in care management or medical underwriting
Skills & Competencies:
- Clinical proficiency; diagnostic and treatment standards
- Analytical acumen; medical records and coverage impact analysis
- Insurance literacy; policy and medical coding knowledge
- Communication and collaboration with stakeholders
- Detail-oriented; document accuracy and compliance
- Team leadership and capacity-building
- Problem-solving mindset; service and claims resolution
Method of Application
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