The Bancassurance Officer for the Western Region is responsible for driving insurance sales, revenue growth, and portfolio quality within the Retail Banking segment. This role focuses on leveraging the bank’s retail customer base, branch network, and frontline staff to distribute insurance products, deepen client relationships, and deliver exceptional customer experience while ensuring compliance with regulatory requirements.
Key Responsibilities
Drive Sales Performance: Drive insurance uptake across the cluster through branch activations, targeted sales campaigns, and strong customer engagement, ensuring sales teams maximize cross‑selling and upselling opportunities.
Portfolio Management: Manage and grow the existing bancassurance portfolio within the assigned cluster by strengthening customer relationships, deepening product penetration, and driving sustainable revenue growth.
Team Support and Coaching: Coach and support Bancassurance Sales Representatives in needs analysis, solution‑based selling, customer education, and effective issue resolution, fostering a customer‑centric culture.
Target Achievement: Support the achievement of life, general insurance, and bank product targets in the assigned cluster by working closely with branch teams.
Training and Mentorship: Train and mentor branch staff and sales teams on insurance products, sales techniques, and compliance requirements, providing updates on product changes and promotions.
Analysis and Reporting: Track, evaluate, and interpret the cluster’s insurance portfolio performance, including sales, renewals, claims, lapses, and risk indicators, providing actionable recommendations.
Retention Strategies: Implement proactive customer engagement and retention strategies in collaboration with the Regional Sales Manager and Head Office team to drive renewals.
Compliance and Standards: Ensure full compliance with IRA, CBK, AML, KYC, data protection requirements, and internal policies by maintaining proper documentation and consistent adherence to operational standards.
Stakeholder Collaboration: Collaborate with all Regional and Bank stakeholders including Regional & Branch leadership, operations, marketing, and compliance to support business growth.
Requirements
Bachelor’s degree in Insurance, Business, Actuarial Science, or a related field.
Professional certification in insurance (COP or ECOP) is mandatory.
At least 3 years of continuous experience in Bancassurance sales within a retail banking environment.
Experience working with cross‑functional teams such as operations, credit, marketing, and branch leadership.
How to Apply
Complete the attached application form NBK BANCASSURANCE INTERMEDIARY JOB APPLICATION (or use the provided link below) and submit your CV, along with an application letter to: Bancarecruitment@nationalbank.co.ke by Monday, 9th March 2026.
How to Apply
To apply, please complete the Microsoft Forms application via the 'Apply Now' link or through the bank's portal. Additionally, you must submit your CV and an application letter to Bancarecruitment@nationalbank.co.ke. Ensure your application is submitted by Monday, 9th March 2026. Only shortlisted candidates will be contacted. Apply on Microsoft Forms
