Caritas Microfinance Bank is a licensed microfinance bank regulated by the Central Bank of Kenya, offering a full range of innovative and customized financial services with a focus on the unbanked and underbanked. The Assistant Bancassurance Officer is primarily responsible for the growth of the Bancassurance Business in allocated branches by bringing in new business and sustaining existing business in line with the Bancassurance growth strategy.
Key Responsibilities
Sales and Support: Handle insurance sales at the branch level, including cross-selling insurance products, driving consumer awareness/customer sensitization initiatives, and processing transactions within defined terms.
Competitive Quotations: Deliver accurate and competitive quotations promptly to branch and prospective clients for all product lines.
Product Training: Conduct continuous bancassurance product training for branch staff and prospective clients.
Business Retention: Ensure high business retention rates through active monitoring and supporting renewal engagements on a timely basis, particularly for high-ticket clients.
Claims Management: Ensure clients whose claims are being processed are kept informed of the progress; support clients with claims advice and documentation.
Internal Relationships: Develop strong working relationships with various branch departments, collaborating with Relationship Officers and Credit Analysts to generate insurance leads.
Customer Service: Resolve customer inquiries promptly as per laid down policies and procedures.
Qualifications and Experience Requirements
A degree in a Business-related field from a recognized university.
Certificate of Proficiency (COP) or any other professional qualification in Insurance.
At least 2 years of experience in selling Bancassurance or Insurance-related products.
Good knowledge of general insurance products and working knowledge of life insurance.
Excellent communication, presentation, and customer service skills.
Good planning and organization skills with the ability to deliver effectively under strict deadlines.
A creative, proactive, passionate, and innovative individual with a drive for excellent results.
How to Apply
Interested candidates who meet the criteria above are encouraged to send their application letters and detailed CVs to: recruitment@caritas-mfb.co.ke. Kindly indicate the position title on the subject line when applying. The closing date for applications is 13th May 2026.
How to Apply
Interested candidates who meet the criteria above are encouraged to send their application letters and detailed CVs to: recruitment@caritas-mfb.co.ke. Kindly indicate the position title on the subject line when applying. The closing date for applications is 13th May 2026.
