Main Responsibilities
Strategy
- Execute the strategic client service and
retention plan for the Corporate Life & Pensions Division under the
guidance of the Team Leader.
- Support the implementation of business growth
initiatives by identifying cross-selling and upselling opportunities
across pension and investment products.
- Conduct market intelligence on pension and
investment trends to inform client engagement and investment communication
strategies.
- Support management in analyzing client
portfolios to enhance service efficiency and strengthen business
relationships.
Relationship Management
- Serve as the primary point of contact for
assigned pension scheme clients, trustees, and members, ensuring
consistent, timely, and professional communication.
- Coordinate onboarding for new schemes and ensure
compliance with documentation and RBA requirements.
- Facilitate member education sessions, trustee
meetings, and client briefings to promote awareness and confidence in
Jubilee Life’s products and services
- Maintain proactive client communication through
periodic updates, newsletters, and feedback sessions.
- Develop and nurture long-term relationships with
corporate clients, enhancing retention and satisfaction levels.
Operational Excellence
- Collaborate with internal departments (Pension
Operations, Finance, Legal, IT) to ensure efficient service delivery,
- query resolution, and timely response to client
requests.
- Monitor contribution collections, benefit
processing, and reconciliations in coordination with relevant teams to
meet agreed turnaround times.
- Support the preparation and review of scheme
reports, benefit statements, and other client deliverables.
- Maintain accurate and up-to-date client records,
service logs, and meeting documentation in line with operational policies.
- Coordinate with external administrators and
auditors to ensure timely submission of reports and compliance
- 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
- Relationship Management & Stakeholder
Engagement
- Investment Awareness & Analytical Thinking
- Customer Service Orientation
- Report Writing & Presentation Skills
- Knowledge of Pension Regulations and RBA
Guidelines
- Attention to Detail & Data Accuracy
- Teamwork and Collaboration
- Ethical Integrity and Professionalism
Academic Background & Relevant Qualifications
- Bachelor’s degree in Business Administration,
Finance, Economics, or Actuarial Science from a recognized institution.
- Professional certifications in pensions,
financial planning, or customer relationship management (e.g., CRM, TDPK,
CII, CIFA, CISI, or RBA-accredited programs) are highly desirable.
- A Master’s degree will be an added advantage.
- Minimum of 4–6 years of experience in client
relationship management, preferably within life insurance, pension
administration, or fund management.
- Demonstrated experience in managing
institutional clients, pension schemes, or investment accounts.
- Proven track record in client reporting,
investment communication, and regulatory compliance.
- Strong analytical and problem-solving abilities
with attention to accuracy and detail.
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 23rd November 2025. Only shortlisted
candidates will be contacted
