Sales & Business Development:

  • 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
  • Spearhead marketing drives for insurance products to existing and prospective Enterprise Customer
  • Maintain and actively mine from the database of Enterprise Customer
  • 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 report and monthly performance reports to present to the Team Leader/ Bancassurance Manager
  • Ensure timely renewal of existing business
  • Build strong relationships with the Kingdom Bank sector-based Relationship Managers, Relationship Officers to optimize insurance business.
  • Cross – selling bank services {Accounts, FDR, forex, etc.}
  • Collection of market intelligence information local competition, products and levels of service
  • To perform any other duty as assigned in line with the organization goals and objective such as regular attendance of training sessions as well as training of branch staff with regards to their specific sector

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 a MSMEBank
  • 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

Strategic customer experience

  • Key driver for not only customer satisfaction, but building a base of promoters by enhancing superior customer experience and advocacy to drive competitive advantage, leading to faster organic growth and lower cost
  • Create a differentiated customer experience design, tailored to target customer needs, and optimize customer
  • Interactions with the brand, offerings, and touch points 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


  • University degree preferably business related field
  • Certificate Of Proficiency in insurance or good advancement in ACII or AIIK
  • Minimum of 2 years’ experience in insurance
  • Experience with customer management, marketing, and relationship management