Bancassurance Sales Representative – Nairobi Region

About the role

Responsible for selling life, general, medical, and micro‑insurance products, identifying customer insurance needs, assisting with claims documentation, processing policy documents and renewals, and building strong customer relationships.

Key responsibilities

• Drive sales of life, general, medical, and micro‑insurance products in allocated branches to achieve individual and branch targets.
• Identify insurance opportunities by collaborating with branch staff and integrating insurance into daily banking conversations.
• Provide market intelligence, customer insights, and competitor updates to support sales strategies and revenue growth.
• Support marketing campaigns, branch activations, and customer outreach activities to generate leads and close business.
• Deliver product knowledge and basic technical training to branch staff through huddles and on‑the‑job coaching.
• Participate in sales meetings and contribute ideas that enhance sales productivity and customer engagement.
• Serve as the first point of contact for claims by assisting with initial documentation and escalating cases appropriately.
• Ensure timely submission, processing, and follow‑up of all insurance business to deliver smooth customer experiences.
• Collect and submit accurate documentation for policy issuance, endorsements, and renewals in line with regulatory and internal standards.
• Build strong customer relationships through effective communication, timely responses, and consistent follow‑up to support satisfaction and retention.

Required profile

• Bachelor’s degree in insurance, Business, Actuarial Science or related field.
• Professional certification in insurance, COP or ECOP is mandatory.
• At least 1 year of experience in Insurance, Bancassurance, or within a financial institution.
• Experience in selling insurance products or financial solutions is an added advantage.