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Officer – Training
Role Purpose
The role holder will be responsible for designing, developing, and delivering effective training programs and initiatives for the agency force. The Training Officer plays a crucial role in equipping agents with the necessary knowledge, skills, and tools to succeed in their roles, drive sales performance, and uphold high professional standards.
Main Responsibilities
Operational
- Deliver training courses and programs to the Life Company Sales Force.
- Formulate input to training needs analysis and organize training based on it.
- Develop, review and maintain a training curriculum, content materials, manuals, aids and tools relating to the Life Assurance Training.
- Conduct regular training impact assessment.
- Prepare relevant and timely reports for specific target groups through their respective Managers.
- Ensure the effective scheduling of all training activities and execute all training as per the training calendar.
- Build adequate control mechanisms to ensure optimum number of people covered under each training session.
- Respond to product queries from agents, develop testing and procedures.
- Coordinate COP/ECOP registrations and other educational needs of the agents with the College of Insurance and ensure all payments are made on time.
- Coordinate, train and register all agents in the Life Agency Portal/track the number of agents registered in the portal every new month.
- Track and analyze market training trends by staying current with latest developments in the industry and competitor activities.
- Facilitate and coordinate the recruitment and training of new agents and managers, in liaison with the leadership of agency, bancassurance and alternative channels.
- Identify and assist in the opening up of markets.
- Give presentations on Personal Financial Management to groups as part of market activations.
Corporate Governance
- Compliance. Stay updated with insurance regulations and underwriting best practices to ensure compliance with industry standards.
- Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures.
- Ensuring compliance with applicable statutory and regulatory requirements and establishing mitigation measures against emerging business risks.
Culture
- Fostering a corporate culture that promotes ethical practices and good corporate citizenship while maintaining a conducive work environment.
- Collaborate with cross-functional teams to develop initiatives that promote a positive and inclusive company culture.
- Individualized Development Planning. Create personalized development plans that align with your career aspirations and the organization’s objectives.
Key Competencies
- Training and Facilitation. Ability to design and deliver effective training programs, utilizing a variety of training methodologies and techniques to engage participants and facilitate learning.
- Communication and Presentation. Excellent verbal and written communication skills to effectively convey training content, explain complex concepts, and engage learners.
- Relationship Building. Strong interpersonal skills to build rapport and credibility with agents, fostering a positive and supportive learning environment.
- Analytical Thinking. Ability to assess training needs, analyze performance gaps, and develop targeted interventions to address specific skill requirements.
- Problem-Solving. Aptitude for identifying challenges, analyzing root causes, and proposing solutions to enhance training effectiveness and agent performance.
Academic Background & Relevant Qualifications
- Bachelor’s degree in Insurance, Finance, Business or any other related course
- Certified Trainer Qualification
- ECOP Qualification
- Diploma in Insurance qualification will be an added advantage
- LOMA/CII/IIK Qualification will be an added advantage
- Minimum 2-3 years’ experience in a similar role
Business Development Officer – Pensions
Role Purpose
The role holder is responsible for driving business growth initiatives, identifying new opportunities, and fostering client relationships within the Pension business. The role aims to increase market share in the Corporate Pensions, Personal Pension Plans, Annuities, and Income Draw Downs. This role focuses on expanding the organization’s market presence, increasing revenue, and achieving business development targets in full compliance with the laid down procedures and guidelines.
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Main Responsibilities
Operational
- Marketing & Branding: Conduct market research to identify potential clients, market trends, and competitive landscape. Promote the Jubilee Life brand to ensure it is top of mind to intermediaries.
- Client Acquisition and Relationship Management: Identify and engage potential clients within the pensions sector. Build and maintain strong relationships with key clients, understanding their needs and providing tailored solutions.
- Business Growth and Revenue Generation: Develop and implement strategies to achieve business development targets and revenue growth. Identify cross-selling and upselling opportunities within existing client portfolios.
- Relationship Management with Intermediaries and Partners: Develop and maintain relationships with intermediaries, brokers, and strategic partners.
- Proposal Development and Contract Negotiation: Prepare and present compelling proposals and business cases to potential clients. Negotiate terms and conditions, pricing, and contractual agreements to secure new business.
Corporate Governance
- Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects.
- Implement and uphold robust data protection and privacy practices, safeguarding customer information and ensuring confidentiality.
- Participate in audits and internal control assessments, addressing any identified gaps or issues promptly.
- Compliance: Stay updated with insurance regulations and underwriting best practices to ensure compliance with industry standards
- Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures.
Culture
- Fostering a corporate culture that promotes ethical practices and good corporate citizenship while maintaining a conducive work environment.
- Collaborate with cross-functional teams to develop initiatives that promote a positive and inclusive company culture.
- Individualized Development Planning: Create personalized development plans that align with your career aspirations and the organization’s objectives.
Key Competencies
- Strong networking and relationship-building skills.
- Market research and analysis.
- Client acquisition and account management.
- Excellent communication and presentation skills.
- Results-oriented with a focus on achieving targets.
Academic Background & Relevant Qualifications
- Bachelor’s degree in Insurance, Finance, Business, Marketing or any other related course
- Diploma in Insurance
- LOMA/CII/IIK Qualification will be an added advantage.
- Minimum 2-3 years’ experience in a similar role
Pension Administrator (6 months Contract)
Role Purpose
The role holder is responsible for conserving existing business and providing superior services to retirement benefits business clients. This role ensures full compliance with procedures and guidelines as outlined in the operations manuals, while delivering exceptional customer service and maintaining accurate record-keeping
Main Responsibilities
Operational
- Business Growth. Conserving existing business and offering alternative products to existing clients e.g., annuity, cross sell and following up/providing leads for new business.
- Manage the administration of retirement benefits plans for corporate clients.
- Ensure accurate record-keeping of participant data, contributions, and benefit calculations.
- Maintain up-to-date participant records and handle all necessary documentation.
- Provide exceptional customer service to retirement benefits business clients.
- Address inquiries and resolve issues related to retirement plans promptly.
- Identify opportunities for process improvements to enhance operational efficiency.
- Streamline administrative processes to minimize errors and maximize productivity.
- Work with internal teams to implement system enhancements and automation.
- Statistical Analysis & Returns. Preparing summary/ statistical reports of the Retirement Benefits schemes. Also preparing returns in respect of the Retirement Benefits schemes as assigned for submission within the timelines provided. Monitor key performance indicators and implement measures to achieve targets.
- Maintain accurate and up-to-date records of retirement plans and participant information.
- Generate reports and provide timely and accurate information to clients.
- Collaborate with internal stakeholders to meet reporting obligations.
Corporate Governance
- Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects of insurance servicing.
- Implement and uphold robust data protection and privacy practices, safeguarding customer information and ensuring confidentiality.
- Participate in audits and internal control assessments, addressing any identified gaps or issues promptly.
- Compliance. Stay updated with insurance regulations and underwriting best practices to ensure compliance with industry standards.
- Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures.
- Ensuring compliance with applicable statutory and regulatory requirements and establishing mitigation measures against emerging business risks.
Culture
- Fostering a corporate culture that promotes ethical practices and good corporate citizenship while maintaining a conducive work environment.
- Collaborate with cross-functional teams to develop initiatives that promote a positive and inclusive company culture.
- Individualized Development Planning: Create personalized development plans that align with your career aspirations and the organization’s objectives.
Key Competencies
- Attention to detail and accuracy in retirement plan administration.
- Strong customer service and relationship management skills.
- Knowledge of retirement benefits regulations and compliance requirements.
- Analytical and problem-solving abilities to resolve complex issues.
- Excellent organizational and time management skills.
- Strong communication and interpersonal skills.
Academic Background & Relevant Qualifications
- Bachelor’s degree in Insurance, Finance, Business or any other related course
- Diploma in Insurance.
- TDPK, LOMA/CII/IIK Qualification will be an added advantage.
- Minimum 2-3 years’ experience in a similar role
Method of Application
If you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting the Job Reference Number and Position by 9th July 2024. Only shortlisted candidates will be contacted.