Bancassurance Regional Relationship Assistant – 2 Vacancies – 1 Year Fixed-Term Contract – Britam, Nairobi 2025

Bancassurance Regional Relationship Assistant – 2 Vacancies – 1 Year Fixed-Term Contract – Britam, Nairobi 2025

ESSENTIAL JOB DETAILS

• Position: Bancassurance Regional Relationship Assistant
• Location: Nairobi, Kenya
• Type of Job: 1-Year Fixed-Term Contract, Full-Time
• Number of Openings: 2
• Job Category: Insurance, Sales & Bancassurance
• Reporting to: Bancassurance Sales Team
• Application Deadline: 5th March 2025
• Employer: Britam

INTRODUCTION

Are you passionate about Bancassurance and sales support? Do you have experience in insurance sales, client relationship management, and training facilitation? Britam is seeking two Bancassurance Regional Relationship Assistants for a 1-year fixed-term contract in Nairobi, Kenya.

This role will require you to be embedded within bank branches, working closely with banking teams to drive insurance sales, offer operational support, and ensure smooth customer interactions. You will also provide training presentations, generate sales quotations, and monitor business performance to optimize sales pipeline management and client retention.

If you have a solid understanding of insurance products, regulatory requirements, and sales strategies, this is an excellent opportunity to work with one of Kenya’s top financial service providers and enhance your career in Bancassurance.

ABOUT BRITAM

Britam is a leading financial services provider in Kenya, offering insurance, wealth management, and investment solutions. With a strong regional presence in East Africa, Britam focuses on customer satisfaction, digital transformation, and financial inclusion.

The company prides itself on its innovation-driven approach, offering clients cutting-edge insurance solutions while fostering a work environment that supports growth, teamwork, and professional development. Employees at Britam benefit from structured career growth, continuous learning programs, and exposure to the latest financial trends.

KEY RESPONSIBILITIES

• Provide sales and operational support to assigned bank branches, ensuring smooth insurance product integration into banking services.
• Assist in the preparation of customer quotations, sales materials, and training presentations on insurance products and related processes.
• Support the bank’s sales teams by offering insurance expertise and guiding customers through various insurance options.
• Develop, manage, and review sales pipelines, ensuring a steady business flow and achievement of sales targets.
• Follow up on customer queries, providing timely responses and escalating issues when necessary.
• Accompany bank field teams to engage with potential clients and drive insurance sales.
• Monitor business opportunities across bank branches and prepare reports on insurance uptake and sales performance.
• Ensure compliance with insurance regulatory requirements while supporting product sales.
• Assist in tracking and following up on premium payments, refunds, commissions, and overrides.
• Research and report on market trends, competitor activities, and industry intelligence to maintain a competitive edge.
• Train bank staff on insurance products, soft skills, and customer relationship management techniques.
• Schedule and coordinate Bancassurance activities, ensuring seamless communication with key stakeholders.
• Ensure timely processing of credit notes, policy documents, and premium-related transactions.
• Work towards customer retention, engaging clients to renew and maintain Medical, Retail Life, Group Life, Pension, Motor, and Non-Motor policies.
• Perform any other duties as assigned, supporting Bancassurance operations and strategic goals.

QUALIFICATIONS AND SKILLS

• Bachelor’s degree in a business-related field (Insurance option preferred).
• At least 1 year of experience in insurance, Bancassurance, or sales.
• Strong knowledge of insurance regulatory requirements and industry practices.
• Familiarity with insurance products, including life, medical, and general insurance.
• Strong sales and marketing management skills with a focus on customer acquisition and retention.
• Excellent negotiation, communication, and interpersonal skills.
• Ability to handle client relationships diplomatically while ensuring a positive customer experience.
• Proficiency in computer applications, including Microsoft Office and CRM tools.
• Strong problem-solving and analytical abilities, with experience in sales performance tracking.

COMPANY CULTURE AND VALUES

At Britam, employees thrive in a dynamic, collaborative, and customer-focused environment. The company upholds the following core values:

• Integrity: Ensuring transparency and ethical business practices.
• Customer-Centric Approach: Prioritizing customer needs and providing tailored solutions.
• Innovation: Continuously evolving to deliver cutting-edge financial solutions.
• Excellence: Striving for superior service delivery and operational efficiency.
• Teamwork: Encouraging cross-functional collaboration for shared success.

Britam also provides a growth-oriented work environment, offering training programs, career mentorship, and leadership development opportunities for employees to advance in their careers.

HOW TO APPLY

Interested candidates should apply online before the 5th of March 2025 via the official Britam job portal:

Apply Now

Ensure you submit your updated CV, along with any additional documents required by the employer. Shortlisted candidates will be contacted for further evaluation.

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WHY JOIN BRITAM?

Britam offers employees a competitive salary, benefits package, and career growth opportunities. Employees at Britam gain exposure to industry-leading financial services, a collaborative work environment, and opportunities to work on meaningful projects.

• Professional Growth: Get access to on-the-job training, leadership programs, and mentorship opportunities.
• Work-Life Balance: Flexible work policies ensure employees can maintain a healthy balance between personal and professional commitments.
• Cutting-Edge Technology: Work with modern enterprise systems to enhance productivity and efficiency.
• Collaborative Culture: Employees work in a team-driven environment that promotes innovation, problem-solving, and shared success.