Do you have a passion for Sales and Investments and want to build your career as a Financial Advisor in a leading Asset Management Company?
Qualifications:

Relevant Degree or Diploma.
Any certification course in Investment is an added advantage.
Minimum 1 year sales experience.

Qualifications:

Relevant Degree or Diploma
Any certification course in investments is an added advantage
One year experience in sales

Job Ref. No. JAML024
Role Purpose

The role holder is responsible for overseeing and managing the successful execution of projects related to the Company.
The role involves developing and implementing project strategies, ensuring operational efficiency, maintaining compliance with regulatory requirements, fostering a culture of leadership and collaboration, and delivering key outcomes. The... role holder will play a crucial role in driving the growth and success of the organization's asset management initiatives.

Strategy

Work closely with the Chief Executive Officer (CEO) and executive leadership to develop and refine the project management department’s strategic goals and objectives.
Identify and prioritize projects based on strategic importance and resource availability.
Oversee the portfolio of projects, ensuring alignment with business goals and strategic initiatives.
Monitor industry trends and best practices in project management to continually improve processes.
Drive innovation in project management methodologies to enhance efficiency and effectiveness.

Operational

Lead the planning and execution of projects, ensuring they are delivered on time, within scope, and within budget. Lead the end-to-end project management process.
Define key performance indicators (KPIs) and metrics to track the effectiveness of strategic initiatives and projects. Define project scopes, objectives, and success criteria in collaboration with relevant stakeholders.
Develop comprehensive project plans, including timelines, resource allocation, and risk management strategies.
Coordinate internal resources and third parties/vendors for the flawless execution of projects.
Monitor project progress, identify potential roadblocks, and implement corrective actions as needed.
Collaborate with cross-functional teams to define project scope, objectives, and deliverables.
Conduct risk assessments and develop mitigation strategies to address potential project challenges.
Regularly communicate project status, updates, and progress to stakeholders and executive leadership.
Build and maintain strong relationships with internal stakeholders, including department heads.
Establish project governance frameworks, including roles and responsibilities, decision-making structures, and escalation paths.
Provide regular project status updates, performance reports, and risk assessments to executive leadership and relevant stakeholders.
Ensure that projects are executed in accordance with company policies, industry regulations, and best practices.
Monitor and report on the progress of projects against established KPIs, making adjustments as needed to achieve desired outcomes. Conduct regular audits and reviews to ensure project management standards are met.
Provide actionable recommendations based on data-driven insights to drive business growth.
Generate actionable insights and recommendations to drive business growth and enhance operational efficiency.

Corporate Governance

Compliance: Stay updated on asset management related, 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.

Leadership & Culture

To provide the much-needed transformational leadership to meet and surpass the expectations of stakeholders.
Provide leadership to the team and build know-how and knowledge sharing to create efficiencies and synergies.
Building relevant departmental capacity to deliver on the project management’s strategy by leading, guiding, directing, and evaluating the work of the team.
Fostering a corporate culture that promotes ethical practices and good corporate citizenship while maintaining a conducive work environment for attracting, retaining, and motivating employees.
Conduct regular team meetings and training sessions to enhance skills and knowledge related to project management.

Key Competencies

Strategic thinking and decision-making abilities.
Strong problem-solving and analytical skills.
Effective communication and interpersonal skills.
Results-oriented mindset with a focus on delivering quality outcomes.

Qualifications

Bachelor’s degree in project management, Finance, Business Administration, Computer Science or any other related field. A master’s degree would be an advantage.
Project Management Certification (e.g., PMP, PRINCE2) is highly desirable.

Relevant Experience

At least 7-10 years of experience in project management, preferably in asset management or financial services industry.
Proven track record of successfully managing complex projects from initiation to completion more

Job Ref. No: JHL023
Role Purpose
As the Group Head of Actuarial, you will lead a team of actuaries responsible for providing strategic guidance, risk assessment, and financial insights to support decision-making within the Group. You will oversee the actuarial functions across various business lines and geographical regions, ensuring compliance with regulatory requirements and alignment with... company objectives. This role requires strong leadership, technical expertise, and the ability to communicate complex concepts effectively to stakeholders at all levels.
Main Responsibilities

Strategy

Develop and implement the strategic vision for the actuarial function in alignment with the company's overall goals and objectives. Translate strategy into actionable steps for growth, implementing groupwide goal setting, performancemanagement, and annual departmental planning.
Establish, implement, and communicate the strategic direction of the department’s goals, collaborating with other divisions and departments.
Ensure that departmental decisions, project plans, and budgets such as those for staffing, development, and teamexecution are aligned.
Ensure the department’s strategy are aligned to the Board approved budgets.
Promote the use of industry leading trends and technologies.
Collaborate with senior management to integrate actuarial insights into business planning and decisionmaking processes.
Provide leadership and guidance to the actuarial teams in each country, fostering collaboration, innovation, and excellence.

Actuarial
Risk Assessment and Management:

Oversee the development and implementation of robust risk management frameworks and processes across all countries of operation.
Lead the preparation of financial projections, including pricing, reserving, and capital management, to support strategic decision-making and regulatory compliance.
Lead the development of actuarial models and methodologies for assessing and managing risks related to insurance products, investments, and liabilities.
Monitor and analyse key risk metrics, trends, and emerging risks, providing recommendations to mitigate risks and optimize capital allocation.
Ensure compliance with regulatory requirements and internal risk management policies.

Financial Analysis and Reporting:

Oversee the preparation of actuarial reports, financial projections, and profitability analyses for internal and external stakeholders.
Provide insights into the financial performance of insurance products, pricing strategies, and investment portfolios.
Collaborate with finance, accounting, and other departments to ensure accuracy and consistency in financial reporting.

Product Development and Pricing:

Partner with product development teams to design innovative insurance products that meet customer needs while balancing risk and profitability objectives.
Conduct pricing analyses and recommend appropriate pricing strategies based on actuarial assumptions, market dynamics, and competitive landscape.
Monitor product performance and recommend adjustments to pricing, underwriting guidelines, and risk management strategies as needed.

 Actuarial Modelling and Analytics:

Oversee the development and maintenance of actuarial models to assess insurance liabilities, reserve adequacy, and solvency capital requirements.
Utilize advanced analytics techniques and predictive modelling to enhance underwriting decisions, customer segmentation, and pricing optimization.
Stay abreast of industry trends, best practices, and regulatory changes in actuarial science and incorporate them into modelling methodologies and practices.

 Stakeholder Management:

Serve as a trusted advisor to senior management, board of directors, and external stakeholders on actuarial matters, including risk management, financial performance, and strategic initiatives.
Build and maintain effective relationships with regulatory authorities, rating agencies, auditors, and other external stakeholders.
Communicate actuarial findings, insights, and recommendations in a clear, concise manner to nontechnical audiences.

Board Reporting

Undertake regular and appropriate reporting to the Board of Directors on the performance of the Department.
Work with the Board of directors and other executives to establish short-term objectives and longrange goals, andrelated plans and policies.
Ensure that business change projects are delivered in line with directions from Board.
Report regularly to the Board of Directors on actuarial matters, including risk exposures, financial projections, and regulatory compliance.
Engage with senior executives, regulators, and other stakeholders to ensure transparency, accountability, and alignment of actuarial practices with organizational objectives.

Corporate Governance

Ensure compliance with regulatory requirements and industry standards in all countries of operation, liaising with local regulators as necessary.
Establish and maintain effective governance structures for the actuarial function, including policies, procedures, and internal controls
Compliance: Stay updated on insurance related, industry regulations, compliance requirements, and best practices.
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.
Implement effective risk management strategies, including appropriate internal controls, to mitigate operational, financial, and regulatory risks.

Leadership & Culture

Lead and manage the regional actuarial team, providing direction, coaching, and performance management.
Represent the company in external engagements such as industry forums, regulatory meetings, and professional associations.
To provide the much-needed transformational leadership to meet and surpass the expectations of the Board.
Recruit, develop, and retain top talent within the actuarial teams across different countries, promoting a culture of continuous learning and professional growth.
Provide leadership and mentorship to team members, fostering a collaborative and high-performing work environment.

Continuous Improvement and Innovation

Drive continuous improvement initiatives within the actuarial function, leveraging technology, data analytics, and industry best practices to enhance efficiency and effectiveness.
Promote a culture of innovation and creativity, encouraging the exploration of new ideas and approaches to address evolving business challenges.

Key Competencies

Leadership and team management skills.
Strategic thinking and decision-making ability.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Adaptability and flexibility in a dynamic business environment.
Ability to manage multiple priorities and deadlines.
Attention to detail and accuracy.
Business acumen and understanding of insurance operations.
In-depth understanding of the industry and the workings of different departments of a company, including finance, sales, and human resources
Dynamic and strategically minded individual with a passion for performance, team play and achievement in a competitive and dynamic environment.
Excellent interpersonal, negotiation and conflict management skills.
Excellent communication and stakeholder management skills.

Qualifications

Master’s Degree in Actuarial Science, Mathematics, Statistics, or related fields.
Bachelor’s Degree in Actuarial Science, Mathematics, Statistics, or related fields.
Fellowship Qualification within the Actuarial Field.

Relevant Experience

Over 10 years of experience in actuarial roles, with progressive responsibilities.
Previous experience in leadership or managerial positions preferred.
Strong knowledge of insurance products, markets, and regulations.
Experience working with diverse teams and managing complex projects. more

Job Ref. No. JLIL209
Role Purpose
The CRM Expert overall role is to ensure optimal availability, configuration, and utilization of Jubilee Insurance systemapplications in a manner that meets the internal customers’ requirements, creates efficient and business supporting solutions whilst maintaining relationships with vendors, users, and key stakeholders by applying best practice project... management practices in the implementation of system changes and enhancements. The role holder will be responsible for the design and development of modifications or extensions to the Jubilee Holdings CRM & Microsoft Dynamics applications.
Main Responsibilities
Strategy:

Develop and execute strategic plans for the enhancement and optimization of Jubilee Holdings CRM & Microsoft Dynamics applications.
Align CRM initiatives with business goals and objectives, driving operational efficiency and customer satisfaction.
Evaluate CRM system performance and identify opportunities for continuous improvement and innovation.
Collaborate with stakeholders to define project scope, objectives, and resource requirements for CRM enhancement projects.
Implement best practices in project management to ensure the successful implementation of system changes and enhancements.

Operational:

Administration and proactive monitoring of Jubilee Holdings business applications primarily, but not limited to; Microsoft AX, (D365FO), and Dynamics CRM by developing necessary measures through regular business system maintenance to achieve optimal system functioning as per internal S.L.As.
Gains understanding of internal customer needs, communicates and collaborates with other consultants and support teams to develop business cases for system changes.
Support the implementation of cloud ERP (Dynamics 365FO) through offering technical leadership in scoping, requirements, testing, Go Live and Post Go Live.
Provides technical input in creating and documenting functional specifications when customizations or extensions to the Microsoft ERP & CRM solutions are required.
Reviews the applications regularly to support system innovation: Gathers business requirements from the business users, converts to technical specifications, codes, and maintains complex components of the Microsoft Dynamics ERP and CRM application such as server-side code, custom business logic, integration modules, workflow assemblies and plug-ins.
Responsible for data related development tasks such as: developing data migration procedures to ensure seamless data exchange to Microsoft ERP/Dynamics from Jubilee core insurance systems, migrating required data sources into the Microsoft’s sources, ensuring proper alignment of data models.
Support integrations with Dynamics CRM and ERP through proactive monitoring and escalation of any level 2 integration support issues.
Responsible for coding, unit testing, facilitating system acceptance testing and creating supporting documentation: Maintains functional specification documents for systems including user licenses utilization, change requests, test reports, user access lists and system controls reviews and improvements.
Develop relevant ICT user application software training programs to ensure optimal utilization of the software.
Execution of security matrices for systems through regular review of system rights and access to enforce system controls within the applications.
Review and advise the organization on proper application software licensing to safeguard Company interests from litigation due to licensing non-compliance.
Implement disaster recovery and back-up procedures and information security and control structures in line with the ICT policies as applicable to application software.

Corporate Governance (Regulatory and Compliance):

Ensure compliance with industry regulations, data privacy laws, and corporate governance standards within CRM systems.
Implement robust security measures to safeguard sensitive information and mitigate potential risks.
Maintain relationships with CRM vendors, ensuring adherence to vendor contracts and service level agreements.
Facilitate training programs for end-users to promote CRM system proficiency and adherence to corporate policies and procedures 

Key Competencies

Demonstrated experience and understanding of insurance industry dynamics, processes, and regulations.
Proficiency in configuring, customizing, and optimizing CRM systems.
Ability to lead and manage CRM enhancement projects, defining project scope, timelines, and resource requirements.
Strong interpersonal skills with the ability to build and maintain relationships with key stakeholders across various departments.
Capacity to analyse complex data sets, identify trends, and make data-driven decisions to drive CRM system optimization.
Proven ability to troubleshoot system issues, address user inquiries, and implement effective solutions.
Excellent verbal and written communication skills, with the ability to convey technical concepts to non-technical stakeholders effectively.

Qualifications

Bachelor’s degree in technology related field 2. Dynamics365 Fundamentals(CRM).
Dynamics365 Fundamentals(ERP).
Power Platform Fundamentals.
Project Management Certification Agile Methodologies, PMP or Lean Six Sigma will be an added advantage.

Relevant Experience

Minimum of three (3) years’ experience in ERP and CRM administration/development/Implementation
Experience in the insurance industry is preferred.
Proficiency in Dynamics ERP and CRM, ASP.NET, C#, and service-oriented architecture.
Experience in System Implementations & Projects
Proficiency in Integrations both into and out of Dynamics CRM, ERP.
Experience with D365 Integration Technologies – MS Power Platform, Azure Logic Apps, Batch Data API, OData, Web
Services.
Lifecycle, and familiarity with regulatory requirements and compliance standards. more

Job Ref. No: JAML017
Role Purpose The role holder interacts with all customers to provide them with information to address inquiries regarding products and services. In addition, they deal with and help resolve any customer complaints and implement initiatives to improve customer satisfaction levels and loyalty, while ensuring that the customers receive world class customer service... experience.
Main Responsibilities

Operational

Greet and welcome clients visiting the office, providing a warm and friendly environment.
Ensuring customer inquiries and complaints are promptly and effectively resolved within the required turnaround time.
Interacting with the clients as the first point of contact between the company and the customers at service center.
Selling additional products by recognizing opportunities to cross-sell or up-sell new benefits.
Identifying and escalating complex customer issues to the appropriate departments for resolution.
Collaborating with team members and other departments to resolve customer problems effectively.
Contributing to team effort by accomplishing related results as needed.
Listen to clients' inquiries, concerns, and requests, and provide accurate and timely responses.
Assist clients with unit trust-related questions, claims inquiries, and general unit trust servicing.
Process unit trust changes, endorsements, and cancellations accurately and efficiently.
Update client information and unit trust details in the database.
Build and maintain strong relationships with clients, fostering trust and loyalty.
Identify and address client needs, offering suitable solutions and assistance.
Follow up with clients to ensure their satisfaction and resolve any outstanding issues.
Maintain accurate and up-to-date client records, ensuring confidentiality and data protection.
Handle client correspondence via email, mail, or other communication channels.
Investigate and resolve client complaints or issues promptly and effectively.
Escalate complex or unresolved issues to the appropriate departments for further action.
Keep detailed records of client interactions, inquiries, and issue resolutions.

Corporate Governance

Compliance: Stay updated with industry best practices to ensure compliance with industry standards
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.

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

Customer service and complaint resolution.
Product and service knowledge.
Database management and record keeping.
Communication and interpersonal skills.
Problem-solving and decision-making.
Analytical skills for data analysis and reporting.
Unit trust interpretation and communication

 Qualifications

Bachelor’s degree in Business, Marketing or any other related course

 Relevant Experience

Minimum 1-2 years’ experience in a similar role.
Experience in effectively resolving customer inquiries and complaints.
Familiarity with asset management or financial products and services is advantageous more

Job Ref. No: JLIL191
Role Purpose
The role holder is responsible for driving business growth i.e., within the Unit Linked products, identifying new opportunities, and fostering client relationships. 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 as... set out in the operations manuals. The role holder also plays a crucial role in managing relationships with Intermediaries (Bank partners, Brokers and Agents).
Main Responsibilities

Strategy

Implement the strategic business development plan to expand the organization's market presence within the unit linked products sector.
Identify and evaluate new business opportunities, including potential partnerships, mergers, or acquisitions to enhance the organization's capabilities and market positioning.
Conduct market analysis and stay updated on industry trends, competitor activities, and regulatory changes to identify strategic opportunities and potential risks.
Monitor industry developments, regulatory changes, and emerging trends affecting retail pensions.
Provide insights and recommendations to senior management on product development, pricing strategies, and market positioning.

Operational

Marketing & Branding:

Prepare and disseminate materials essential to facilitate onboarding of clients.
Implement training of bank employees.
Promote the Jubilee Life brand to ensure it is top of mind to intermediaries.


Client Acquisition and Relationship Management:

Identify and engage potential unit linked product clients.
Build and maintain strong relationships with key clients, understanding their needs and providing tailored solutions.
Conduct client presentations, negotiations, and proposal development to secure new business opportunities.
Collaborate with internal stakeholders to ensure seamless onboarding of new clients and effective handover to the account management team.


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.
Collaborate with product development teams to identify and develop new offerings that align with client needs.
Monitor sales performance, track progress against targets, and provide regular reports to management.


Relationship Management with Intermediaries and Partners:

Develop and maintain relationships with intermediaries, brokers, and strategic partners.
Collaborate with intermediaries to identify joint business opportunities and develop mutually beneficial partnerships.
Provide training, support, and marketing materials to intermediaries to promote the organization's unit linked products and services.


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.
Collaborate with legal and compliance teams to ensure contracts adhere to regulatory requirements and internal policies.



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.

Leadership & Culture

Fostering a corporate culture that promotes ethical practices and good retail 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

Customer Service: Ability to provide excellent service and resolve customer inquiries and complaints.
Communication: Strong verbal and written communication skills to interact with customers and agents effectively.
Problem-solving: Aptitude for identifying and resolving customer issues by providing suitable solutions.
Active Listening: Ability to listen attentively to customers and understand their needs.
Adaptability: Flexibility to handle various customer situations and adapt to changing priorities.

Qualifications

Bachelor’s degree in Insurance, Finance, Business or any other related course.
Diploma in Insurance will be an added advantage.

Relevant Experience

Minimum 1-2 years’ experience in a similar role.
Experience in effectively resolving customer inquiries and complaints.
Familiarity with insurance or financial products and services is advantageous more

Job Ref. No: JLIL188
Role Purpose
The main purpose is to play a key role in ensuring the efficient resolution of customer inquiries, complaints, and concerns across various touchpoints, while maintaining a high standard of customer support. In addition to supervising the team's training and empowerment, this role involves analysing premium and policy statuses for portfolio retention and... proactively engaging with clients to prevent policy exits. Furthermore, the role is responsible for overseeing the implementation of customer experience projects and supervising conservation, branches, service centre, and call centre teams to deliver exceptional service, enhancing overall customer experience.
Main Responsibilities

Strategy

Oversee implementation of customer experience strategy at various customer touch points to retain and strengthen existing business. Collaborate with cross-functional teams to ensure seamless integration of the strategy into day-to-day operations.
Identify opportunities for business growth, market expansion, and improvements in products/services within the customer experience segment. Monitor key performance indicators (KPIs) and metrics to assess business performance and identify areas for enhancement.
Conduct comprehensive market research and analysis to identify emerging trends, competitive landscapes, and evolving customer needs. Utilize findings to influence strategic decision-making and stay ahead of industry developments.
Conduct financial analysis to identify cost-saving opportunities and recommend strategies to improve profitability. Collaborate with internal teams to implement system enhancements and automation, driving operational efficiency.

Operational

Ensure that customer support activities and projects deliver measurable and significant value to the businesses and meet customer retention targets.
Drive necessary changes for the improvement of operational and organizational efficiency at all customer touch points.
Collaborate with sales, marketing, underwriting, and claims teams to ensure a consistent and seamless customer experience across all touchpoints.
Develop initiatives that will ensure conservation of policies as per agreed set persistency targets.
Ensure adherence of the agreed Turn Around Times on customer requests at all customer touch points
Ensure reduction of in force and Lapsed Premium Deposit as per agreed targets.
Manage the in force and lapsed book and target reinstatements to meet persistency targets.
Approve Policy re-instatement and re-dating based on the defined authority matrix.
Handle enquiries and support different types of policy alterations and policy servicing on different types of products efficiently and effectively. Prepare policy endorsements and contract provisions for policy changes.
Identify and leverage innovative technologies and digital solutions to enhance customer experience and streamline service delivery.
Monitor defined key customer experience metrics, such as Net Promoter Score (NPS) and Customer Satisfaction (CSAT), to track performance and drive continuous improvement.
Supervise the service centre team Lead, ensuring efficient and personalized support to customers regarding policy administration, claims, and other inquiries.
Supervise the Call centre Team lead, ensuring high-quality interactions with customers through various communication channels, such as phone, email, and live chat.
Collect and analyse customer feedback and insights to identify trends and areas for improvement in products and services.
Coordinate and track enquiries from all Agency offices and branches.

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 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.

Leadership & Culture

Building the team capabilities and ensuring adequate succession planning within the department
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.
Conduct regular performance evaluations, set goals, and provide constructive feedback to team members.
Identify training and development needs based on performance gaps and take appropriate action.

Key Competencies

Leadership: Ability to lead and motivate a team, set clear expectations, and provide guidance and support.
Relationship Building: Strong interpersonal skills to build and maintain positive relationships with policyholders, team members, and other stakeholders.
Communication: Excellent verbal and written communication skills to effectively convey information and address customer inquiries and concerns.
Problem-Solving: Strong analytical and problem-solving skills to identify root causes of policy cancellations and implement effective solutions.
Customer Focus: Dedication to providing exceptional customer service and ensuring high levels of customer satisfaction.
Team Management: Ability to manage and supervise a team, delegate tasks, provide feedback, and promote teamwork and collaboration.
Conflict Resolution: The ability to handle conflicts and difficult situations effectively, mediate disputes, and find resolutions that satisfy both the customer and the organization.

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.

Relevant Experience

Minimum of 5-6 years’ work experience in a similar role.
A strong understanding of life insurance products, policies, and regulations
Proficiency in customer relationship technologies and customer relationship management (CRM) systems.
Ability to analyze data and identify trends or patterns. more

Job Ref. No. JLIL204
Role Purpose
The role holder will be responsible for developing and executing exploratory and automated tests to ensure product quality. This will entail designing and implementing tests, debugging, and defining corrective actions, reviewing system requirements, and tracking quality assurance metrics (e.g. defect densities and open defect counts.)
Main... Responsibilities

Strategy:

Develop and implement quality assurance strategies to enhance the software development lifecycle.
Collaborate with development teams to integrate quality assurance processes and methodologies into the development process.
Identify opportunities for process improvement and automation to streamline quality assurance activities.
Stay abreast of industry best practices and emerging technologies in quality assurance and software testing.

Operational:

Plan, execute, and oversee product inspection and testing for quality and conformance to specifications and deliverables.
Design test plans, scenarios, scripts, or procedures.
Document software defects, using a bug tracking system, and report defects to software developers.
Identify, analyze, and document problems with program function, output, online screen, or content.
Develop testing programs that address areas such as database impacts, software scenarios, regression testing, negative testing, error or bug retests, or usability.
Participate in product design reviews to provide input on functional requirements, product designs, schedules, or potential problems.
Document test procedures to ensure replicability and compliance with standards.
Plan test schedules or strategies in accordance with project scope or delivery dates.
Conduct software compatibility tests with programs, hardware, operating systems, or network environments.
Test system modifications to prepare for implementation.
Monitor bug resolution efforts and track successes.
Review software documentation to ensure technical accuracy, compliance, or completeness, or to mitigate risks.
Provide feedback and recommendations to developers on software usability and functionality.
Assist operations by tracking, documenting, and reporting quality levels as well as CSR, environmental, and health and safety KPIs.
Investigate reports of product quality issues and ensure resolution in accordance with company guidelines and regulatory requirements.
Develop or update procedures for capture, investigation, and documentation of product complaints.
Monitor risk-management procedures, maintain problem logs, and report issues to managers and product developers.
Provide training and support to quality assurance team members that covers systems, policies, procedures, and core processes.

Corporate Governance (Regulatory and Compliance):

Ensure compliance with relevant quality standards, regulations, and industry best practices.
Participate in quality audits and reviews to assess adherence to quality assurance processes and procedures.
Contribute to the development and maintenance of quality assurance documentation, including test plans, procedures, and guidelines.

Key Competencies

Interpret, build upon, and comply with company quality assurance standards.
Maintain complaint and nonconformance processing through records and tracking systems, including root-cause analysis and corrective actions.
Document quality assurance activities with internal reporting and audits
Develop improved standards for production and design and create testing protocols for implementation across all service lines.
Identify training needs and take action to ensure companywide compliance.
Pursue continuing education in new solutions, technologies, and skills.

Qualifications

Bachelor’s degree (or equivalent) in Information Technology, Computer Science, or any other IT relevant field
Understanding of agile/scrum methodology and how QA functions within it
Proficiency in one or more programming languages
Understanding of mobile and web development concepts, microservices and Information Security concepts
Strong knowledge of Linux and Microsoft Windows
In-depth understanding of Java, Python, SQL, C++ and XML
Exceptional attention to detail
Excellent analytical and problem-solving skills

Relevant Experience

1 to 2 years of relevant experience in quality assurance testing methodologies and tools, software development lifecycle, and familiarity with regulatory requirements and compliance standards. more

Job Ref. No: JAML017
Role Purpose
The role holder interacts with all customers to provide them with information to address inquiries regarding products and services. In addition, they deal with and help resolve any customer complaints and implement initiatives to improve customer satisfaction levels and loyalty, while ensuring that the customers receive world class customer service... experience
Main Responsibilities

Operational

Greet and welcome clients visiting the office, providing a warm and friendly environment.
Ensuring customer inquiries and complaints are promptly and effectively resolved within the required turnaround time.
Interacting with the clients as the first point of contact between the company and the customers at service center.
Selling additional products by recognizing opportunities to cross-sell or up-sell new benefits.
Identifying and escalating complex customer issues to the appropriate departments for resolution.
Collaborating with team members and other departments to resolve customer problems effectively.
Contributing to team effort by accomplishing related results as needed.
Listen to clients' inquiries, concerns, and requests, and provide accurate and timely responses.
Assist clients with unit trust-related questions, claims inquiries, and general unit trust servicing.
Process unit trust changes, endorsements, and cancellations accurately and efficiently.
Update client information and unit trust details in the database.
Build and maintain strong relationships with clients, fostering trust and loyalty.
Identify and address client needs, offering suitable solutions and assistance.
Follow up with clients to ensure their satisfaction and resolve any outstanding issues.
Maintain accurate and up-to-date client records, ensuring confidentiality and data protection.
Handle client correspondence via email, mail, or other communication channels.
Investigate and resolve client complaints or issues promptly and effectively.
Escalate complex or unresolved issues to the appropriate departments for further action.
Keep detailed records of client interactions, inquiries, and issue resolutions.

Corporate Governance

Compliance: Stay updated with industry best practices to ensure compliance with industry standards
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.

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

Customer service and complaint resolution.
Product and service knowledge.
Database management and record keeping.
Communication and interpersonal skills.
Problem-solving and decision-making.
Analytical skills for data analysis and reporting.
Unit trust interpretation and communication

 Qualifications

Bachelor’s degree in Business, Marketing or any other related course

 Relevant Experience

Minimum 1-2 years’ experience in a similar role.
Experience in effectively resolving customer inquiries and complaints.
Familiarity with asset management or financial products and services is advantageous. more