We currently have an exciting career opportunity for the role Client Services Officer (Onboarding) within Jubilee Asset Management Limited. The position holder will report directly to the Assistant Manager-Fund Administration. The role will be based at our Head Office in Nairobi.


Role Purpose


The Client Services Officer – Onboarding will be responsible for managing the end-to-end... onboarding process for new clients, ensuring compliance with regulatory requirements, and delivering a seamless client experience. The role will focus on Know Your Customer (KYC) checks, account setup, and effective communication with both internal teams and clients.
The officer will play a critical role in building strong client relationships, supporting operational efficiency, and upholding Jubilee Asset Management Limited’s service standards.


Main Responsibilities

Operational


Manage the complete onboarding process for new clients, including account opening, KYC verification, and documentation.
Ensure accurate and timely data entry into client management systems.
Liaise with compliance, operations, and relationship management teams to ensure smooth onboarding.
Monitor client account setup progress and resolve any delays or issues.
Maintain up-to-date records of onboarding activities in line with internal policies and regulatory requirements.


Strategy


Support initiatives to streamline and enhance the client onboarding process.
Provide feedback on client needs and service gaps to improve operational efficiency.
Contribute to the implementation of digital onboarding solutions.


Corporate Governance


Ensure adherence to regulatory guidelines, AML/KYC requirements, and company policies.


Classified as Non-Business


Support internal and external audits by providing accurate onboarding records.
Identify and escalate potential risks in onboarding processes.


People and Culture


Collaborate with colleagues across teams to deliver excellent client service.
Uphold Jubilee’s values by fostering a client-centric culture.
Support knowledge-sharing and contribute to continuous improvement in onboarding practices.


Key Competencies


Client-focused mindset with strong service orientation.
High level of integrity and confidentiality.
Teamwork and collaboration.
Adaptability and flexibility in handling multiple tasks.
Strong work ethic and accountability.


Qualifications


Bachelor’s degree in Business Administration, Finance, Economics, or a related field.


Relevant Experience


Experience in client services, operations, or onboarding within the financial services or asset management sector.
Experience with AML/KYC compliance and client onboarding systems is preferred.


Deadine: 29th August 2025. more

We currently have an exciting career opportunity for the role Intern- Fund Administration within Jubilee Asset Management Limited. The position holder will report directly to the Assistant Manager-Fund Administration. The role will be based at our Head Office in Nairobi.


Role Purpose


The Client Services Assistant will provide operational and administrative support in the onboarding of... new clients. The role involves assisting with documentation, KYC checks, data entry, and ensuring accurate record-keeping. This is a great opportunity for a motivated individual seeking to build a career in client services within the financial services industry.


Main Responsibilities

Operational


Assist in Managing the onboarding process for new clients, including account opening, KYC verification, and documentation.
Ensure accurate and timely data entry into client management systems.
Assist to Liaise with compliance, operations, and relationship management teams to ensure smooth onboarding.
Monitor client account setup progress and resolve any delays or issues.
Maintain up-to-date records of onboarding activities in line with internal policies and regulatory requirements.


Strategy


Support initiatives to streamline and enhance the client onboarding process.
Provide feedback on client needs and service gaps to improve operational efficiency.
Contribute to the implementation of digital onboarding solutions.


Corporate Governance


Ensure adherence to regulatory guidelines, AML/KYC requirements, and company policies.
Support internal and external audits by providing accurate onboarding records.
Identify and escalate potential risks in onboarding processes.


Classified as Non-Business

People and Culture


Collaborate with colleagues across teams to deliver excellent client service.
Uphold Jubilee’s values by fostering a client-centric culture.
Support knowledge-sharing and contribute to continuous improvement in onboarding practices.


Key Competencies


Client-focused mindset with strong service orientation.
High level of integrity and confidentiality.
Teamwork and collaboration.
Adaptability and flexibility in handling multiple tasks.
Strong work ethic and accountability.


Qualifications


Bachelor’s degree in Business Administration, Finance, Economics, or a related field.


Relevant Experience


Experience in client services, operations, or onboarding within the financial services or asset management sector.
Internship experience in a financial institution will be an added advantage.


Deadine: 29th August 2025. more

We currently have exciting career opportunities for Direct Sales Officers at Jubilee Health Insurance Limited. The position holders will report to the Team Leader, Direct Sales, and will be based at our Head Office in Nairobi.


Role Purpose


The role holder will be responsible for proactively generating new business by directly selling medical insurance products. He/she is responsible for... driving acquisition, managing client relationships, and meeting sales targets through field visits, referrals, and events, while ensuring customer satisfaction and compliance with regulatory and company standards.


Key Responsibilities

Business Development


Proactively identify and pursue new business opportunities through fieldwork, door-to-door visits, networking, and referrals.
Build and manage a strong pipeline of qualified leads and nurture them throughout the sales process.
Conduct needs-based analysis to match clients (individuals, families, SMEs) with appropriate medical insurance solutions.
Present and promote medical insurance products to prospective clients using structured pitches and solution-oriented sales techniques.
Participate in targeted sales activations, outreach events, and marketing campaigns to increase visibility and drive client acquisition.
Deliver competitive proposals and quotations tailored to client needs while articulating key value propositions.
Gather market intelligence on competitor activity, customer behavior, and emerging trends to support product positioning.


Operational


Follow up consistently with leads, pipelines and close sales within defined turnaround times.
Maintain accurate records of all client interactions, quotations, follow-ups, and policy applications using CRM tools or manual logs.


Classified as Public


Submit completed sales documentation, including KYC, application forms, and medical declarations, in a timely and accurate manner.
Track personal sales metrics and provide daily/weekly/monthly updates to the line manager.
Educate clients on policy usage, provider networks, benefit limits, and digital service platforms.
Support policy onboarding and ensure seamless customer experience post-sale.
Collaborate with the operations team to resolve client service issues and accelerate policy processing.


Corporate Governance


Ensure compliance with internal policies, IRA regulations, and ethical sales practices at all times.
Obtain client consent and provide full disclosures on policy terms, medical declarations, and underwriting criteria.
Maintain confidentiality of client information and adhere strictly to data protection laws and company policies.
Escalate any fraudulent behavior, mis-selling risks, or regulatory violations to the appropriate channels.
Attend mandatory compliance and ethics training as required.


Culture


Foster a customer-first mindset by delivering honest, helpful, and respectful service throughout the sales journey.
Contribute to a performance-driven and collaborative team culture by sharing knowledge, supporting
peers, and participating in team activities.
Demonstrate resilience, professionalism, and a positive attitude in both individual and team efforts.
Embrace continuous learning and attend trainings to upgrade product knowledge and sales capabilities.


Laws, Regulations, Company Policies:


Stay informed about and ensure strict adherence to all external laws and regulations, including AntiMoney Laundering (AML), Counter Financing of Terrorism (CFT), Data Protection laws, and any other relevant regulations applicable to the industry.
Understand, implement, and enforce internal company policies, processes, and procedures to ensure alignment with legal requirements and company objectives.
Ensure the establishment and ongoing execution of effective compliance programs within your department to meet both external and internal regulatory standards.
Develop and implement processes and controls that promote compliance with external laws, regulations, and internal policies, minimizing risk and ensuring operational efficiency.
Foster a robust ethical culture within the organization by leading by example, demonstrating integrity, and promoting compliance with all applicable laws and regulations.
Encourage open communication to report potential compliance concerns or violations, ensuring proactive identification and resolution of issues.


Key Skills and Competencies


Ability to effectively identify customer needs, position solutions persuasively, and close sales deals while building lasting relationships.
Skilled in sourcing, qualifying, and nurturing leads through proactive outreach strategies and maintaining a robust sales pipeline.
Strong capability in building and sustaining trust-based relationships with clients, ensuring high levels of customer satisfaction and loyalty.
Comprehensive understanding of medical insurance products, benefits, and underwriting guidelines, enabling confident and informed client consultations.


Classified as Public


Ability to deliver compelling product presentations and communicate complex insurance concepts clearly and confidently to a diverse audience.
Sound knowledge of insurance premiums, coverage terms, and financial principles to guide customers through product selection with clarity and accuracy.
Proficient in accurate documentation, policy application handling, and adherence to regulatory and internal compliance requirements.
Ability to gather and interpret market intelligence to identify opportunities, understand competitor activities, and recommend strategic responses.
Skilled in anticipating client concerns, addressing objections tactfully, and applying effective closing strategies to secure business.


Academic Qualifications


A Diploma or Bachelor’s Degree in Sales & Marketing, Business Administration, Insurance, or related field
Certificate of Proficiency (COP)
Relevant Experience
At least 1–3 years of direct sales experience, preferably in insurance, banking, or financial services. more

Role Purpose


We are seeking a highly skilled and experienced Quality Assurance Manager to lead our Quality Assurance function and ensure operational excellence across our medical insurance business. This senior leadership role is responsible for establishing and maintaining robust quality assurance processes, standards, and practices, as well as developing and implementing quality... frameworks, strategies, and processes that drive continuous improvement, enhance customer satisfaction, and ensure compliance with regulatory requirements.


Main Responsibilities

Strategy & Governance


Develop and implement the QA strategy, frameworks, and initiatives to drive continuous improvement and operational efficiency.
Align QA strategies with the company’s strategic goals in collaboration with senior management.
Monitor industry trends, regulatory changes, and emerging technologies to ensure the company’s QA standards remain competitive and compliant.
Maintain effective relationships with external stakeholders, including regulators and accreditation agencies, to stay informed and ensure compliance.
.Serve as the company’s ISO Management Representative, ensuring full compliance with ISO standards and managing related audits.


Operational Quality Assurance


Establish and maintain quality standards, guidelines, and protocols for all business functions, particularly claims processing and systems performance.
Conduct regular operational audits across departments to assess compliance, accuracy, efficiency, and effectiveness.
Analyse audit findings and performance data to identify trends, root causes, and opportunities for improvement.
Develop and oversee corrective action plans to address identified issues and ensure timely resolution.
Lead the design and execution of User Acceptance Testing (UAT) protocols for new systems, upgrades, and automation projects.
Ensure operational processes enhance customer satisfaction and meet SLA commitments.
Monitor the quality of services provided by third-party vendors to ensure contractual obligations and service standards are met.


Claims & Systems QA


Oversee quality control processes for claims assessment, adjudication, payment, and communication.
Perform regular claims audits to ensure accuracy, fairness, and compliance with policy terms.
Collaborate with IT, Operations, and Claims teams to ensure system controls and data integrity safeguards are embedded in all business-critical applications.


ISO Certification & Compliance


Coordinate all internal and external ISO audits, ensuring readiness and adherence to ISO 9001 standards.
Maintain the Quality Management System (QMS) documentation and oversee ISO-related training for staff.


Reporting & Dashboarding


Provide timely, accurate, and insightful reports to the CEO and leadership team on QA metrics, audit findings, and improvement initiatives.
Use data-driven insights to guide decision-making and continuous improvement initiatives.


Leadership, People Management & Culture


Lead, mentor, and develop the QA team, setting clear performance expectations and conducting regular reviews.
Foster a culture of accountability, customer focus, and continuous improvement.
Support change management initiatives, helping teams adapt to new processes and systems.
Encourage collaboration across departments to achieve quality objectives.


Key Competencies


Quality Management Systems (QMS) & ISO Standards
Claims Quality Assurance & Auditing
Systems Testing & User Acceptance Testing (UAT)
Data Analysis
 Project Management in QA Initiatives


Academic & Professional Qualifications


Bachelor’s degree in Business Administration, Quality Management, Healthcare Administration, or a related field.
Master’s degree preferred.
ISO Lead Auditor or Internal Auditor certification required.
Project Management certification (PMP, PRINCE2) an advantage.
Six Sigma or Certified Quality Manager qualification desirable.


Relevant Experience


The ideal candidate will have a minimum of eight (8) years’ experience in Quality Assurance within insurance, healthcare, or financial services, with at least 3 years in a leadership role with proven track record in claims QA, systems testing, ISO compliance, and project management. Experience with one of the Big Four audit firms will be considered an advantage. more

Job Ref. No: JHIL184

Role Purpose


The General Manager, Corporate New Business is a senior executive leadership role responsible for driving growth across corporate medical insurance, strategic partnerships, emerging consumer segments, and International Private Medical Insurance (IPMI). Reporting directly to the Chief Executive Officer, the GM leads the corporate new business strategy,... manages key intermediary and broker relationships, and delivers tailored, client-centric health insurance solutions that accelerate Gross Written Premium (GWP) growth. This role calls for a results-oriented, commercially savvy leader with extensive experience in the insurance industry, a strong network of corporate clients, and a proven ability to turn strategic opportunities into sustainable revenue streams. The ideal candidate will embody a solution focused sales approach and a passion for unlocking high-value accounts while delivering business development excellence.


Main Responsibilities

Strategy


Drive the new corporate business growth agenda, with direct accountability for delivering Gross Written Premium (GWP) budgets across all corporate segments.
Lead the design and execution of a bold, forward-looking business development strategy focused on highvalue client acquisition, sector dominance, and long-term revenue scalability.
Identify and unlock new growth corridors, including underserved sectors, regional expansions, and strategic verticals through proactive market mapping and opportunity sizing.
Develop and manage a robust, high-conversion sales pipeline that aligns with the company’s commercial objectives and market potential.
Build and implement go-to-market plans that integrate value-based selling, solution bundling, and sectorspecific propositions to win competitive tenders and negotiated contracts.
Represent the company at high-level industry engagements, client pitches, and commercial forums to position the organization as a trusted thought leader and preferred partner for corporate health insurance.
Integrate business intelligence, competitor analysis, and market trends into strategic sales planning and product positioning.


Operational


Translate strategic growth plans into actionable execution frameworks, ensuring full alignment across sales planning, broker engagement, and corporate client acquisition cycles.
Establish and continuously refine end-to-end new business processes from lead generation, client engagement, proposal development, contracting, onboarding, to handover for retention ensuring seamless and high-quality delivery.
Coordinate with cross-functional teams to ensure timely customization and delivery of client-ready proposals, ensuring accuracy, speed, and compliance.
Oversee the preparation and submission of all RFPs, RFQs, and tender documentation, ensuring excellence in presentation, positioning, and competitiveness.
Embed a performance-driven culture by introducing and institutionalizing KPIs, SLAs, dashboards, and reporting routines across the new business function.


Corporate Governance


Ensure all sales, partnership, and distribution activities are conducted in compliance with insurance regulations, data protection laws, and internal governance standards.
II. Lead the negotiation, review, and management of contracts and commercial agreements with brokers and strategic partners.
III. Uphold ethical business practices, ensure adherence to internal controls, and actively manage commercial and reputational risks.


Leadership & Culture


Lead, mentor, and develop a high-performing team focused on commercial excellence, relationship management, and client-centricity.
Foster a culture of agility, innovation, collaboration, and accountability across the team.
Serve as an ambassador for the company’s brand and values, both internally and externally, with clients, regulators, and partners.
Encourage performance-driven leadership, and alignment with the company’s strategic goals.


Jubilee Health Brand


Serve as a visible ambassador for the Jubilee Health brand by championing innovative, client-focused solutions and strategic partnerships that reinforce our position as a leader in corporate medical insurance.
Represent the organization in industry forums, business networks, and strategic engagements to strengthen brand visibility and influence in the corporate health insurance space.
Uphold and promote the company’s value proposition of trust, excellence, and partnership to clients, intermediaries, regulators, and other key stakeholders.


Key Competencies


Strategic Thinking & Visioning
Leadership & People Development
Results Orientation & Accountability
Stakeholder Influence & Relationship Management
Agility & Change Leadership


Academic & Professional Qualifications


Bachelor’s degree in business, Marketing, Insurance, or a related field.
MBA preferred.
Professional insurance qualifications (e.g., ACII, AIIK) required.


Relevant Experience


Minimum of ten (10) years progressive experience in the insurance industry, with a minimum of 5 years in a senior leadership role driving revenue growth with demonstrated success in business development, especially within medical insurance markets. Experience in leading multifunctional teams and navigating complex commercial negotiations. more

Job Ref. No. JAML054

Role Purpose

The role-holder will act as a key liaison between business users and technical teams, translating business needs into actionable technical requirements and responsible for managing the requirements of the lifecycle. He/she will ensure solutions meet defined standards through thorough testing and validation. Success will be measured by customer satisfaction... and the delivery of high-quality, impactful solutions that enhance overall user experience and support organizational goals.

Main Responsibilities

Strategic Responsibilities:


Conducting extensive business analysis by engaging business users and other relevant stakeholders to understand the business needs from a technical solution point of view, document such requirements in a comprehensive business requirements document (what and why?) and translate to a detailed functional specifications document (how?).
Facilitating comprehensive solutions testing by developing comprehensive test cases with defined success criteria as per the requirements, formulating a traceability matrix for requirements, guiding users in the testing process and obtaining test results to inform decisions in project execution.
Collate, analyse, and action feedback from internal and external customers, derive insights from data and design specific solutions that address customer needs and optimize digital customer experience considering optimal customer journeys.
Conducting benchmarking in the market to align solution proposals innovatively with best practices, to ensure adherence to regulatory requirements in business operations and information handling for total compliance. 
Work proactively with key stakeholders to deliver excellence in all digital customer interactions and apply an agile change methodology to quickly and effectively drive improved customer outcomes.


Operational Function:


Elicit requirements through interviews, document analysis, requirements workshops, surveys, business process descriptions, use cases, scenarios, business analysis, task, and workflow analysis.
Critically evaluate information gathered from multiple sources, consolidate and translate into actionable format by the relevant stakeholders in the solution delivery team.
Review, understand and evaluate processes and systems impacting/ supporting the business units. Identifying ways to improve processes and systems in line with changing work practices & emerging technologies.
Design, analyse and document workflow and make appropriate recommendations that will positively impact operational effectiveness in collaboration with other stakeholders.
Conduct root cause analysis on emerging issues from customer complaints, risk and audit issues to determine the appropriate solutions to address the gaps. Classified as Public.
Assist with benchmarking activities with other companies and organizations within and outside the industry. Assist management in interpreting and comparing benchmarking data to Jubilee’s digital operations.
Collaborate with relevant stakeholders to design and implement optimal Customer Journey’s across the various customer touchpoints.
 Conduct technical quality assurance on developed solutions before engaging users for User Acceptance Testing to ensure there are no obvious flaws in the solutions.


Leadership and Culture


Work with key stakeholders to ensure products taken to market meet sponsor and end-consumer requirements through rigorous testing on the following: user acceptance testing, system integration testing, Unit testing, Operational readiness testing etc.
Work closely with Business teams (as well as internal and external project partners where appropriate) to devise, develop and deliver appropriate technologies to optimize business operations.
Encourage knowledge transfer and lessons learnt activities within the project team and key stakeholders from the requirements management cycle.


Corporate Governance Responsibilities:


Work with key stakeholders to ensure products taken to market meet sponsor and end-consumer requirements through rigorous testing on the following: user acceptance testing, system integration testing, Unit testing, Operational readiness testing etc.
Work closely with Business teams (as well as internal and external project partners where appropriate) to devise, develop and deliver appropriate technologies to optimize business operations.
Encourage knowledge transfer and lessons learnt activities within the project team and key stakeholders from the requirements management cycle.


Key Competencies


Demonstrated capability for problem solving, decision making and sound judgment.
Excellent oral and written communication skills as well as excellent presentation skills
Strong relationship building, team building and interpersonal skills for effective stakeholder management.
Prioritizes effectively, maintains a clear focus, and sees action through to delivery
Builds trust and demonstrates integrity in all circumstances.
Innovative in application of best practices as an excellent champion.
Systems & design thinking – understanding the “big picture”.
Awareness of the latest technological trends.


Qualifications


Graduate degree in Business or IT related field.
Professional qualification in Business Analysis (IIBA or equivalent).
Professional qualification in Project Management (PMP or PRINCE2) or Process Analysis (Lean six sigma, ABPMP etc) is an added advantage.


Relevant Experience


At least 5 years’ experience in Business Analysis in complex projects.
Knowledge of the insurance industry is an added advantage
A thorough understanding of how to interpret customer needs and translate them into business and functional requirements for complex projects.
Proficient in the use of Microsoft office suite and testing tools more

Role Purpose


To support the design, development, and maintenance of pension systems specifically used by internal teams within the organization. The role ensures these systems are effective, reliable, and integrated seamlessly with business processes to enhance operational efficiency. The role holder will collaborate with cross-functional teams to deliver user-centric system enhancements,... maintain compliance with ICT standards, and support Jubilee Life’s broader digital transformation objectives. for internal users, ensuring efficiency, integration with business processes, and compliance with ICT standards.


Main Responsibilities

Strategy


Support digital transformation efforts by aligning pension systems with business growth objectives.
Participate in strategic projects by advising on system architecture and solution design.
Identify emerging technology trends that can enhance pensions servicing and reporting.
Enable innovation in internal user experience and pension system workflows.


Operational


Develop, test, and deploy functionalities using Oracle SQL, PL/SQL, and APEX.
Maintain core system operations, ensuring reliability and scalability of pension systems.
Execute and monitor interfaces and data flows including C2B and B2C portals.
Perform root cause analysis of issues and provide prompt resolutions.
Support business teams in system usage, report generation, and data queries.
Prepare system manuals and conduct internal system training sessions


Corporate Governance


Ensure system development practices adhere to internal ICT policies and external regulatory frameworks (e.g., data privacy).
Maintain proper documentation of system changes, releases, and incidents.
Liaise with Risk and Compliance to conduct regular audits and vulnerability assessments.
Manage vendor interactions ensuring SLAs are met and compliance enforced.
Contribute to risk identification and mitigation plans within technology initiatives.


Culture and people


Foster a culture of continuous improvement, collaboration, and knowledge sharing.
Mentor junior analysts or interns on systems usage and development practices.
Uphold Jubilee’s values of customer centricity, integrity, and innovation in daily interactions.
Participate in internal workshops or learning sessions to upskill and support others.
Demonstrate ownership and accountability for system performance.


Key Competencies


Analytical Thinking and Problem-Solving. Ability to break down complex problems into manageable components, analyze root causes, and implement effective solutions with a long-term perspective.
Stakeholder Engagement and Communication. Strong communication skills to clearly translate technical issues to business users and vice versa, while maintaining good relationships with both internal and external stakeholders.
Attention to Detail and Accuracy. Keen eye for identifying and resolving errors, ensuring data accuracy and system outputs are consistently reliable.
Innovation and Adaptability: Proactive in identifying opportunities for innovation and comfortable adapting to evolving technologies, business environments, and system requirements.
Result Orientation. Focused on achieving outcomes and meeting deadlines, even under pressure, with a commitment to delivering high-quality solutions that meet business expectations.
Teamwork and Collaboration. Ability to work effectively with multidisciplinary teams, foster team spirit, and contribute positively to group problem-solving and project delivery.


Academic Background & Relevant Qualifications


Bachelor’s degree in computer science, Information Systems, or other related technical degree
OCA – Oracle Certified Associate in PL/SQL
APEX Version 19 and specific experience with insurance industries.
Reporting Technologies e.g., Oracle BI & Analytics
Minimum 3 years in application development and support, particularly in financial services.
Proficient in Oracle tools: PL/SQL, APEX, Reports, SQL Loader, Workflow, Fusion Middleware.
Strong understanding of data interface development, web-based integrations (C2B, B2C).
Hands-on experience with UNIX scripting, Apache, PHP/MySQL is a plus.
Demonstrated experience working on complex projects and regulatory-compliant environments more

Role Purpose


This role involves conducting detailed risk assessments, pricing life insurance products, IFRS17 reporting, Prophet modelling, providing insights that inform strategic decision-making and ensuring that the company maintains a competitive edge in the market.


Main Responsibilities

 Operational


Actuarial reporting for both internal and regulatory compliance. This will... include actuarial reserving, IFRS17 reporting, Financial Condition Reporting, Solvency and Risk Based Capital reports, profitability analysis
Develop, refine and maintain actuarial models.
Conduct detailed risk assessments and perform sensitivity analyses to support business initiatives.
Collaborate with Product Development teams to design new products and revise existing ones.
Perform Re-insurance analysis and optimization of treaties.
Conduct experience studies on mortality, morbidity, lapse rates, and other relevant factors to ensure that assumptions are up-to-date and reflective of actual experience.
Provide input into the development of risk management strategies and the setting of risk limits.
Perform other duties as may be assigned from time to time in line with your role.
Reporting key findings to senior management and board


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


Analytical Skills. Strong analytical abilities to interpret complex data, identify trends, and develop accurate actuarial models.
Problem-Solving. Aptitude for solving complex problems, particularly those related to pricing, risk assessment, and financial forecasting.
Attention to Detail. Meticulous attention to detail to ensure the accuracy of actuarial calculations, models, and reports.
Communication Skills. Ability to communicate complex actuarial concepts clearly and effectively to both technical and non-technical stakeholders.
Team Collaboration. Strong interpersonal skills to work effectively with cross-functional teams, including Finance, Underwriting, and Product Development.


Academic Background & Relevant Qualifications


Bachelor’s degree in actuarial science or any other related course.
Professional actuarial exams progress – Minimum 5 exams with recognized body such as IFOA, SOA
Minimum of 2 years of experience in an actuarial role, with a focus on life insurance.
Experience in prophet modelling.
Experience in pricing life insurance products and developing actuarial models is essential. more

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 Actuarial Science, Statistics, 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 of experience in a similar role more

Job Ref. No: JHIL166

Role Purpose


The job holder will be responsible for supporting the smooth functioning of bancassurance operations. This role focuses on ensuring efficient administrative and operational processes, managing relationships with our partners and facilitating the delivery of bancassurance products and services to customers.


Key... Responsibilities

Operational


Policy Administration: coordinate the bancassurance policy administrative tasks, including policy issuance, renewal invitation, endorsements, and reimbursement.
Customer Service: Provide support to customers regarding their bancassurance policies, addressing inquiries, resolving issues relating to the various customer touch points.
Process Improvement: Identify opportunities to streamline processes, enhance efficiency, and improve the overall effectiveness of bancassurance operations. Spearhead continuous process automation and innovation.
Generate accurate portfolio performance reports including claims experience regularly.
Prepare and share bancassurance distribution network production and Turn Around Time reports.
Analyze data to derive insights that inform bancassurance decision-making and strategic planning.
External stakeholder management: Build and maintain positive relationships with bancassurance strategic partners to drive revenue growth.
Interdepartmental collaboration: Develop strong interdepartmental relationships to guarantee excellent customer experience.


Corporate Governance


Compliance: Ensure compliance with regulatory requirements, internal policies, and industry standards in all bancassurance operations. Ensure accuracy and compliance with regulatory requirements.
Data Protection: Adhere to the provisions of Data Protection Act of 2019 while handling customer data and policy information. 
Laws, Regulations, Company Policies: Stay informed about and strictly adhering to all external laws, including Anti-Money Laundering (AML) and Counter Financing of Terrorism (CFT) laws, Data Protection laws, and any other relevant regulations applicable in the insurance industry; Understand, implement, and enforce internal company policies, processes and procedures; Ensure that operational compliance programs are in place within your department. Implement processes and controls that promote compliance with external laws, regulations, and internal policies; Foster a robust ethical culture within the organization, demonstrating and promoting ethical behaviour, integrity, and compliance with laws and regulations. Encourage open communication and reporting of any potential compliance concerns or violations.


Key Skills and Competencies


Strong ability to manage and meet turnaround times (TATs) across multiple deliverables such as policy issuance, renewals, reimbursements, and reporting.
Thorough knowledge of regulatory requirements, particularly in ensuring 100% KYC compliance for intermediaries.
Proficiency in reconciling premium payment records and interpreting financial data with accuracy.
The ability to monitor and maintain targeted loss ratios and track performance metrics such as Net Promoter Scores (NPS).
Demonstrated ability to deliver excellent service and improve customer and intermediary satisfaction.
Experience in automating operational trackers and improving workflow efficiency across bancassurance processes.
Familiarity with chronic condition management programs (e.g., LMP enrolment), especially in a bancassurance setting.


Academic Qualifications


A Bachelor’s degree in a Business-related course
Insurance Professional qualification
Advanced data analytics


 Relevant Experience


A minimum of 2 years relevant Experience in a busy Insurance/Bancassurance environment more