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Bancassurance Officer at Incredo Finance

posted 34 minutes ago
Job Overview
Employment FullTime
Location Thika Kenya
Experience At least 3-5 years
Education Level Bachelor's Degree
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Opportunities Meet Aspirations

Incredo is looking for a Bancassurance Officer to support the growth of our insurance business across our branch network. The officer will be based in Thika Town.

The role will involve selling insurance products to existing and new customers, advising customers on suitable insurance covers, following up on renewals and claims, and ensuring customers receive good service.

The officer will work closely with branch teams, credit, operations, and insurance partners to identify insurance opportunities and grow insurance sales.

Key responsibilities:

  • Sell insurance products to Incredo customers and new clients.
  • Advise customers on suitable insurance covers based on their needs.
  • Follow up on renewals, claims, and customer inquiries.
  • Work with branch teams to identify and convert insurance opportunities.
  • Maintain proper records of policies, sales, commissions, renewals, and customer engagements.
  • Support cross-selling of insurance products alongside credit products.
  • Build and maintain good relationships with customers and insurance partners.
  • Support achievement of individual and company insurance targets.
  • Ensure compliance with company procedures and insurance regulations.
  • Prepare regular reports on sales, renewals, claims, and pipeline.

Qualifications and Experience

  • COP in Insurance is required.
  • Experience in insurance sales, bancassurance, or financial services is required.
  • Experience in a microfinance, lending, banking, or SACCO environment will be an added advantage.
  • Good understanding of insurance products and customer needs.
  • Good sales, communication, and follow-up skills.
  • Good record keeping and attention to detail.
  • Ability to work independently and with branch teams.
  • Diploma or degree in Business, Insurance, Marketing, Finance, or a related field will be an added advantage.

Key Competencies

The right candidate should be professional, honest, organized, customer-focused, and able to meet targets with minimum supervision.

Location

The role is full-time and will support Incredo’s branch network, with the officer being based in Thika Town.

Application

Interested candidates should send their application and CV to jobs@incredo.co.ke.


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