Job Ref. No: JLIL 361
Role Purpose
The role
holder will be responsible for building and maintaining strong relationships
with corporate clients, brokers and intermediaries to drive business growth and
retention in the group life servicing sector. The role holder will support day-to-day
group life servicing operations, analyzing business processes, identifying
operational and strategic needs and delivering data-driven solutions to
Optimize performance, enhance customer experience and ensure compliance with
regulatory standards
Main Responsibilities
Strategy
- Execute the strategic plan for the Group Life
Servicing department under the guidance of the Team Leader.
- Conduct market research and analysis to identify
trends, competition, and evolving customer needs.
- Perform financial analysis to identify
cost-saving opportunities and recommend strategies to improve
profitability and operational efficiency.
Relationship Management
- Client Relationship Management: Build and
maintain long-term relationships with corporate clients, brokers,
intermediaries, and medical service providers through regular meetings.
- New & Renewal of Schemes: Assist the
Business Development team in obtaining data for onboarding new clients and
supporting existing clients during renewal.
- Market Intelligence & Reporting: Monitor
competitor activity, client feedback, and regulatory changes; provide
performance insights and reports to management.
Operational
- Policy Renewals: Coordinate renewals, prepare
documentation, and communicate terms, including renewal negotiations.
- Stakeholder Engagement: Liaise with
underwriters, actuaries, and internal departments to ensure smooth
operations.
- Customer Service: Act as the primary contact for
policyholders and stakeholders; promptly resolve inquiries and issues.
- Claims Support: Facilitate claims processing and
provide assistance to policyholders.
- Compliance & Documentation: Maintain
accurate records and ensure regulatory compliance.
- Reporting & Analysis: Generate performance,
claims, and customer satisfaction reports.
- Commission Payments: Ensure broker/agent
commissions are processed within 3 working days of premium receipt.
Jubilee
Life Brand
- Promote effective public relations and enhance
the company’s corporate image in all client and intermediary interactions.
- Ensure clients experience a consistent,
professional and high-quality service aligned with Jubilee Life’s brand
values.
Corporate
Governance
- Adhere to all regulatory requirements, internal
policies, and standard operating procedures.
- Implement data protection and privacy practices
to safeguard customer information.
- Participate in audits and address identified
gaps promptly.
- Stay updated with Kenyan insurance regulations
and industry best practices.
- Mitigate emerging business risks proactively.
People
and Culture
- Cross-Functional Collaboration: Actively
participate in cross-functional project teams to drive collaboration,
innovation, and accountability across departments and the Group.
- Employee Collaboration Index: Participate in a
minimum of 2 company projects per year with an 80% success rate and engage
in at least 1 Group-wide project per year.
- Skills and Competency Development Index: 100%
compliance with your training plan annually to support personal and
professional growth, ensuring alignment with career paths and future
challenges.
- Cultural Alignment Index (CAI): Attain the
Company’s CAI target score by embedding Jubilee’s values (e.g.,
innovation, teamwork, excellence) into project execution and team
dynamics.
- Conflict Resolution: Address interpersonal or
project-related conflicts constructively, maintaining team morale and
focus on shared goals.
- Resource Advocacy: Communicate needs (e.g.,
tools, training, support) to supervisors to ensure personal and team
success.
Key
Competencies
- Investment Management Expertise: Strong
understanding of insurance investments, portfolio construction, and ALM
principles.
- Financial & Market Analysis: Advanced
ability to interpret market data, economic indicators, and financial
models.
- Regulatory Awareness: Deep understanding of IRA
and CMA investment frameworks.
- Risk Management: Skilled in identifying and
mitigating investment and liquidity risks.
- Analytical Tools: Proficiency in Excel,
Bloomberg, Morningstar, or equivalent portfolio management systems.
- Communication: Strong report-writing and
presentation skills for diverse audiences.
- Ethical Integrity: High professional and
fiduciary standards.
- Collaboration: Effective teamwork across
Finance, Actuarial, and Risk functions.
Academic
Background & Relevant Qualifications
- Bachelor’s degree in Insurance, Finance,
Business or a related field
- Diploma in Insurance, LOMA, CII or IIK
qualification is advantageous
- 2-3 years’ experience in group life servicing,
insurance operations or related roles.
- Proven experience in client relationship
management and policy administration.
- Familiarity with insurance systems, compliance
requirements and market research.
- Experiencing working in team-oriented roles and
collaborating with multiple stakeholders
How to Apply
If you
are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting
the Job Reference Number and Position by 30th November 2025. Only shortlisted
candidates will be contacted
