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Relationship Officer- Bancassurance

Equity Bank Kenya

full time Nairobi Posted 3 days ago

**Experience Requirements  ****

Minimum of two (2) years’ experience in insurance sales (agency, brokerage, or bancassurance environment).

Proven track record in meeting or exceeding sales targets.

Proficiency in written and spoken English and Kiswahili.

Academic Qualifications and Certifications **

AIIK Diploma in Insurance (or progress towards completion).

Bachelor’s Degree in a Business-related field (e.g., BCom - Insurance/Actuarial, BBM, or equivalent).

Business Development & Sales**

Generate and pursue referrals and leads from branch teams and other channels.

Secure appointments and conduct customer needs assessments.

Prepare and present tailored insurance solutions to prospective clients.

Close sales and ensure timely premium collection.

Achieve assigned sales targets in line with departmental objectives.

Onboarding & Compliance****

Collect and verify all required KYC documentation.

Facilitate accurate onboarding and policy issuance in line with regulatory and internal requirements.

Customer Service & Retention****

Provide post-sale service and relationship management.

Manage policy renewals to ensure business retention and growth.

Follow up and support claims processing to ensure timely settlement.

Risk & Advisory Support**

Advise branch credit teams on appropriate insurance covers to mitigate lending and operational risks.

Promote embedded and credit-linked insurance solutions.