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SALES AGENTS - LIFE AND GENERAL INSURANCE LOCATION: NAIROBI, ELDORET, MOMBASA

SALES AGENTS – LIFE AND GENERAL INSURANCE

LOCATION: NAIROBI, ELDORET, MOMBASA

Our subsidiary; Rafiki Microfinance Bancassurance Intermediary (RMBI) is seeking to recruit Sales Agents for both Life and General insurance. The incumbent will drive business for Rafiki Microfinance Bancassurance by onboarding and supporting Life and General insurance clients at the branch in liaison with the Bancassurance underwriters.

JOB DESCRIPTION

  1. Design and implement effective marketing strategies to sell insurance solutions to new clients and upselling/cross selling to existing clients.
  2. Contact potential clients and create rapport by networking, cold calling, using referrals etc.
  3. Develop leads, schedule appointments and collect information from clients on their risk profiles in order to offer them proper solution.
  4. Establish strong customer and community relationships plus follow up with customers as needed.
  5. Launch and track insurance claims with claims department to ensure client and company satisfaction and solidify trust and safeguard reputation.
  6. Coordinating end to end processing of bank`s IPF, disbursement and transfer of the same to Rafiki Microfinance Bancassurance Intermediary (RMBI) for issuance of annual covers to our clients on bank asset businesses.
  7. Liaising with quality assurance team to inform debt recovery unit if the asset has not been renewed through the Bancassurance.
  8. Liaising with the finance team in co-ordinating debtors’ reports and action points identified from time to time, reviewing and monitoring status of debt levels and time on risk considerations.
  9. Liaising with Rafiki Microfinance Bancassurance underwriting in negotiating on competitive rates for our clients.
  10. Daily monitoring of  Production report and ensure all branch business have been receipted, approved and posted in the production report
  11. Ensuring instructions to place cover from the branches are handled/dealt with within the set TAT`s and covers sent to clients
  12. Renewals-ensuring no loss of insurance income to RMBI by at least retaining 90% of existing clients
  13. Debt Management: Liaise with RO  and branches to ensure all insurance premiums are paid within the set Finance policy guidelines and timelines
  14. Identifying training gaps and executing training, Lead generation and closure
  15. Following up on cancellation notices from insurance companies for policies to be cancelled.
  16. Liaise with the finance department to ensure client`s insurance premiums are receipted appropriately to avoid future reconciliation issues.
  17. In charge of new business and also the existing branch portfolio.
  18. Fulfil all company-established policy obligations.

KNOWLEDGE; SKILLS AND EXPERIENCE REQUIRED FOR THIS ROLE

  1. Bachelor’s degree in Business related Field
  2. Minimum of 3 Years working experience in the financial industry
  3. Certificate of proficiency in insurance or Diploma in insurance is an added advantage.
  4. Interpersonal skills
  5. Networking skills
  6. Resilient and persistent spirit
  7. Attention to details
  8. Relationship Management
  9. Negotiation skills
  10. Problem solving skills
  11. Proficiency in MS Office
  12. Confidentiality
  13. Integrity

HOW TO APPLY

Interested candidates are requested to send their cover letter and CV to hr@rafiki.co.ke quoting the position applied for and location on the e-mail subject on or before 15th March 2023 at 5:00pm.

Note: “Only shortlisted candidates shall be contacted”

PROJECT MANAGER-DURATION OF EMPLOYMENT: 1 YEAR

PROJECT MANAGER

DURATION OF EMPLOYMENT: 1 YEAR

DIRECT SUPERVISOR: HEAD- SERVICE DELIVERY & TRANSACTIONAL BANKING

The incumbent is responsible for planning, overseeing and leading projects from ideation through to completion while following project governance protocols.

DUTIES AND RESPONSIBILITIES

Project Monitoring

  1. Manage the project through the project lifecycle i.e. planning, analysis, design, development, deployment, closure.
  2. Maintain key project deliverables trackers, project plans, communication plans and status reports as per the Bank’s policies.
  3. Manage and coordinate implementation and delivery of projects.
  4. Define and evaluate problems and plans for effective resolution.
  5. Manage business requirements gathering, customize to fit purpose, data management, testing, training and deployment of the projects.
  6. Coordinate with all stakeholders to ensure project progresses on schedule and within prescribed budgets.

Project Governance

  1. Overseeing all incoming and outgoing project documentation.
  2. Participating in project scoping processes.
  3. Managing project budgets.
  4. Conduct project reviews and creating detailed reports for Project steering Committee.
  5. Manage project documentation as per governance protocols e.g., Sign-off and certifications.

Risk Management

  1. Stakeholder management to ensure prioritization by objective, critical success factors and project risks.
  2. Maintain impact analysis and raise changes that may impact delivery of the projects.
  3. Ensure proper systems are in place to effectively manage AML/CFT risks and strict compliance with the Banking laws, the prudential guidelines and regulations issued by CBK, Data Protection Act 2019, GDPR, PCIDSS and other legal guidelines that may be issued by the government or other industry stakeholders, from time to time.
  4. Responsible for identifying and reporting potential and actual project risk within projects assigned compliance policies & procedures.
  5. Formulate and ensure up to date policies and procedures governing projects as and when changes occur.

Human Resource:

  1. Manage, coordinate relevant trainings to key stakeholders ensure submission of training packs by appointed vendors.
  2. Manage assigned testers to ensure a high-performance team to meet set deliverables.

RECRUITMENT QUALIFICATIONS/COMPETENCIES

Education:

  1. Bachelor’s degree in either IT, Social Sciences, Economics, Project Management, Monitoring & Evaluation or other relevant discipline.
  2. Certification in Project Management or Monitoring & Evaluation is an added advantage.

Experience:

  1.  At least 5 years’ experience in a Financial Institution is mandatory.
  2. 3 Years’ experience in Project Management, one of which should be in Management of Digital Channels Projects.
  3. Presentation skills in MS Office is mandatory.
  4. Exposure to Project Management software is an added advantage.

Language Requirements;

Fluency in Knowledge of English and Kiswahili.

SUBMISSION OF APPLICATION

Interested candidates should submit an expression of interest that will include:

  1. Individual CV
  2. Cover letter addressed to the Head of Talent & Organizational Development
    The expression of interest should be submitted to hr@rafiki.co.ke  by COB on 15th March 2023
Note: “Only shortlisted candidates will be contacted.”
Disclaimer: Rafiki is an equal opportunity employer and does not charge it’s candidates

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