• Business growth (commission income) as well as customer growth and retention.
  • Credit control resulting in a quality premium book.
  • Quality of service in customer engagement.
  • Risk management in the sales cycle and in all business transactions.


Sales & Business Development:

  • Act as the branch contact for non-funded insurance sales along the business banking, micro, small & medium enterprises, and agriculture segments in line with the bancassurance growth strategy.
  • Data mine the loan book and conduct targeted selling of insurance solutions to different customer segments.
  • Spearhead marketing drives for insurance products to existing and prospective customers.
  • Ensure client documentation is complete to ensure strict adherence to set guidelines.
  • Ensure timely submission of policy documents and other insurance covers to clients. 
  • Ensure premium is collected from policyholders as per the laid down procedures on all business underwritten and placed.
  • Prepare and maintain on an ongoing basis, daily sales reports, and monthly performance reports to present to the Principal Officer, Bancassurance.
  • Ensure timely renewal of existing business.
  • Build strong relationships with the Kingdom Bank sector-based Relationship Managers, Relationship Officers to optimize the insurance business.
  • Cross–sell insurance solutions to bank borrowers and also bank services {Accounts, FDR, forex, to insurance customers.
  • Collection of market intelligence information on local competition, products and levels of service
  • To perform any other duty as assigned in line with the organization’s goals and objectives such as regular attendance of training sessions as well as training of branch staff with regards to their specific sectors.

Strategic Marketing

  • Deliver and offer solutions that have value for customers, shareholders, and partners.
  • Build the Kingdom Bank Brand to ensure that the bank is top of mind as an MSME Bank.
  • Enhance relationship marketing and management – to establish, maintain, and enhance relationships with customers and other partners, at a profit, so that both the customer and the bank objectives are achieved by a mutual exchange and fulfillment of the brand promise.

Superior customer experience

  • The key driver for not only customer satisfaction, but also building a base of promoters by enhancing superior customer experience and advocacy to drive competitive advantage, leading to faster organic growth and lower cost.
  • Timely service support to branches on all business support required to generate insurance sales.
  • Create a differentiated customer experience design, tailored to target customer needs, and optimize customer interactions with the brand, offerings, and touchpoints to consistently deliver and make continuous improvements to the design.
  • Link sales and service and embed customer service culture as the bedrock to grow the balance sheet.

Risk & Compliance

  • Ensure compliance with both external and internal regulatory requirements and the approved Policy and Procedures Manuals.
  • Assist in identifying risks facing the business and recommend remedial actions that can be undertaken to mitigate the risks.
  • Provide recommendations for improving procedures and systems for initiating corrective actions

Required Qualifications

  • University degree preferably a business-related field.
  • Certificate Of Proficiency in insurance or good advancement in ACII or AIIK.
  • Minimum of 2 years experience in insurance sales.
  • Experience in insurance sales, marketing, and customer relationship management vision and focus especially in relation to Collections.