The Bancassurance Sales Representative is responsible for selling insurance products and any other products allocated from the Retail business by providing quick, seamless, timely, quality, efficient, and responsive service to customers at the branch level. This role involves driving sales of various insurance lines and maintaining strong customer relationships to support satisfaction and retention.
Key Responsibilities
Sales Drive: Drive sales of life, general, medical, and micro-insurance products in allocated branches to achieve individual and branch targets.
Opportunity Identification: Identify insurance opportunities by collaborating with branch staff and integrating insurance into daily banking conversations.
Market Insights: Provide market intelligence, customer insights, and competitor updates to support sales strategies and revenue growth.
Marketing & Outreach: Support marketing campaigns, branch activations, and customer outreach activities to generate leads and close business.
Staff Training: Deliver product knowledge and basic technical training to branch staff through huddles and on-the-job coaching.
Strategy Contribution: Participate in sales meetings and contribute ideas that enhance sales productivity and customer engagement.
Claims Management: Serve as the first point of contact for claims by assisting with initial documentation and escalating cases appropriately.
Operational Excellence: Ensure timely submission, processing, and follow-up of all insurance business to deliver smooth customer experiences.
Compliance: Collect and submit accurate documentation for policy issuance, endorsements, and renewals in line with regulatory and internal standards.
Customer Retention: Build strong customer relationships through effective communication, timely responses, and consistent follow-up.
Requirements and Skills
Education: Bachelor’s degree in Insurance, Business, Actuarial Science, or a related field.
Certification: Professional certification in insurance (COP or ECOP) is mandatory.
Experience: At least 1 year of experience in Insurance, Bancassurance, or within a financial institution.
Preferred Experience: Experience in selling insurance products or financial solutions is an added advantage.
Interpersonal Skills: Strong relationship management and communication abilities.
How to Apply
Interested and qualified candidates should complete the application form via the link below and submit their CV along with an application letter to: Bancarecruitment@nationalbank.co.ke by Monday, 9th March 2026.
