Latest Vacancies at Jubilee Insurance

Managerial Jobs, Administrative Jobs, Jobs in Kenya,

Unit Manager

Job Ref. No. JAML046

Role Purpose

The Unit Manager will be responsible for leading and managing teams within the Mombasa branch to drive production, enhance team productivity, and achieve sales targets. The role involves providing leadership, fostering team alignment, overseeing leave management, and ensuring accurate and timely reporting on production and sales performance. The Unit Manager will play a critical role in executing strategies that enhance team efficiency, client satisfaction, and business growth.

Main Responsibilities

Strategic Function

• Team Leadership & Performance Management
  • Provide strategic direction and leadership to teams to achieve production and sales targets.
  • Develop and implement team goals aligned with the branch’s overall business objectives.
  • Drive productivity by setting clear expectations and monitoring individual and collective team performance.
• Business Growth & Productivity
  • Collaborate with the Branch Manager to identify opportunities for improving team output and client acquisition.
  • Design and execute initiatives to enhance the productivity of each team member, contributing to overall branch success.
  • Support the development of innovative approaches to meet evolving client needs and market demands.
• Reporting & Insights
  • Prepare and submit comprehensive weekly reports on team production, sales performance, and key metrics to the Branch Manager.
  • Analyse performance data to identify trends, challenges, and opportunities for improvement.
  • Provide actionable insights to senior management to inform strategic decision-making.

Operational Function

• Team Management & Organization
  • Oversee the daily operations of the team, ensuring alignment with branch goals and client expectations.
  • Conduct regular team meetings (daily and weekly) to align priorities, review progress, and set objectives.
  • Manage team schedules, including leave generation, to ensure optimal staffing and uninterrupted service delivery.
• Production Oversight
  • Monitor and drive the production output of the entire team, ensuring consistency and quality in deliverables.
  • Implement processes to track and enhance the productivity of individual team members.
  • Address performance gaps through coaching, training, and resource allocation.
• Client & Stakeholder Engagement
  • Work closely with team members to ensure exceptional service delivery to clients.
  • Act as a secondary point of contact for escalations, supporting the team in resolving client issues efficiently.
  • Foster collaboration with other departments to streamline operations and enhance client outcomes.

Corporate Governance

• Compliance: Stay updated on industry regulations, compliance requirements, and best practices.
• Adherence to the laws and regulations of Kenya, the policies and regulations within the Asset Management industry and all internal company policies and procedures.
• Ensuring compliance with applicable statutory and regulatory requirements and establishing mitigation measures against emerging business risks.
• Implement effective risk management strategies, including appropriate internal controls, to mitigate operational, financial, and regulatory risks.

People and Culture Pillar

• Inspire and motivate team members through effective leadership, fostering a culture of accountability and excellence.
• Mentor and coach team members to develop their skills and advance their careers within the organization.
• Lead by example, demonstrating professionalism, resilience, and a client-centric approach.
• Cultivate a positive and inclusive team environment that encourages collaboration and innovation.
• Encourage continuous learning and professional development among team members.
• Recognize and reward outstanding performance to boost morale and motivation.

Key Competencies

• Proven leadership and team management skills with a focus on driving performance and productivity.
• Strong organizational abilities to align team efforts and manage schedules effectively.
• Excellent analytical skills to assess production data and generate actionable insights.
• Exceptional communication and interpersonal skills to inspire teams and engage stakeholders.
• Proactive and results-oriented approach to meeting targets and resolving challenges.
• Knowledge of sales strategies, client relationship management, and operational workflows.

Qualifications

• Bachelor’s degree in Investments, Business, Finance or any other related course.
• CISI, CIFA, CFA are an added advantage.

Relevant Experience

• Minimum of 2-4 years’ experience in team management, sales, or a related role within financial services or asset management.
• Demonstrated success in leading teams to achieve production and sales targets.
• Familiarity with the asset management or wealth management industry is an advantage.

Retail Administration Officer

Job Ref. No. JAML047

Role Purpose

• The Retail Administration Officer will provide essential administrative and operational support to ensure the smooth functioning of the Mombasa branch’s retail operations. The role involves onboarding Dedicated Financial Advisors (DFAs), managing branch inventories, assisting walk-in clients, and maintaining accurate data for commission payments. The role holder will play a key role in enhancing operational efficiency and supporting the branch’s retail distribution objectives.

Main Responsibilities

Operational Efficiency

• Identify opportunities to streamline administrative processes and improve workflow within the branch.
• Support the Branch Manager in implementing strategies to enhance retail operations and advisor productivity.
• Leverage digital tools to improve data management and client service delivery.

Reporting & Record-Keeping

• Prepare periodic reports on inventory status, advisor onboarding progress, and client interactions for review by the Branch Manager.
• Ensure all administrative records comply with company policies and regulatory requirements.
• Provide data-driven insights to support decision-making and operational planning.

Advisor Onboarding & Support

• Facilitate the onboarding process for Dedicated Financial Advisors (DFAs), ensuring all required documentation is completed accurately and submitted on time
• Provide ongoing administrative support to DFAs and Independent Financial Advisors (IFAs), addressing their operational needs and queries.
• Coordinate training schedules and resources for new advisors in collaboration with the Unit Manager.

 Branch Inventory Management

• Maintain and track branch assets, office supplies, and promotional materials, ensuring availability for daily operations.
• Conduct regular inventory audits and ensure timely replenishment of essential materials.
• Report shortages or discrepancies to the Branch Manager and recommend solutions to maintain stock levels.

Client Assistance & Customer Service

• Serve as the first point of contact for walk-in clients, providing clear and accurate information on unit trust products and other retail offerings.
• Address client inquiries promptly and professionally, escalating complex issues to the relevant departments as needed.
• Support the branch in delivering exceptional customer experiences to enhance client satisfaction and retention.

 Data Management & Commission Processing

• Collate and verify performance data for DFAs and IFAs to ensure accuracy in commission calculations and payments.
• Maintain organized, up-to-date records of financial advisors’ transactions, sales, and client interactions.
• Collaborate with the finance team to resolve discrepancies and ensure timely commission disbursements.

Corporate Governance

• Compliance: Stay updated on industry regulations, compliance requirements, and best practices.
• Adherence to the laws and regulations of Kenya, the policies and regulations within the Asset Management industry and all internal company policies and procedures.
• Ensuring compliance with applicable statutory and regulatory requirements and establishing mitigation measures against emerging business risks.
• Implement effective risk management strategies, including appropriate internal controls, to mitigate operational, financial, and regulatory risks.

Culture

• Foster a corporate culture that promotes ethical practices and professionalism.
• Collaborate with internal teams to develop initiatives that enhance a positive and inclusive work environment.
• Encourage continuous learning and development within the organization

Key Competencies

• Strong organizational and multitasking skills to manage diverse administrative responsibilities.
• Excellent attention to detail for accurate data management and commission processing.
• Exceptional communication and interpersonal skills for effective client and advisor support.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and database management systems.
• Ability to work independently and collaboratively in a fast-paced retail environment.
• Proactive problem-solving skills to address operational challenges efficiently.

Qualifications

• Bachelor’s degree in Investments, Business, Finance or any other related course

Relevant Experience

• Minimum of 2-3 years’ experience in an administrative role, preferably within financial services or retail operations.
• Prior experience in customer service or data management is an advantage.
• Familiarity with the asset management or wealth management industry is a plus..

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 28th March 2025. Only shortlisted candidates will be contacted