Job Description
RELATIONSHIP OFFICER – BANCASSURANCE
• Full Time
• Nairobi
• Posted on August 31, 2023
• Closes: September 7, 2023
PURPOSE:
To generate revenues and maintain relationship from the banking sector.
PRIMARY RESPONSIBILITIES:
• Generating new business from the Banking sector;
• Providing timely and accurate quotations within the turnaround times;
• Follow up to ensure renewals are at the acceptable rate;
• Ensure prompt premium collection and reconciliation of accounts;
• Submit timely and accurate reports within the set timelines;
• Constantly updating intermediaries on company processes and procedures;
• Participate in the preparation of revenue budget;
• Liaising with the various departments to ensure timely service delivery to the client;
• Gathering market intelligence to ensure updated product range;
• Liaising with service providers to ensure timely customer service;
• Attend and participate in the various key activities in the department;
• Training new and existing clients and bank intermediaries on CIC products;
• To attend to customer queries and complaints;
• Promoting CIC brand.
Key Skills, Knowledge, Experience and Behavioural Competencies
These are defined as;
Proficiency Level Description
Essential E
Desirable D
Academic and Professional Requirements
Particulars Detail Specific Field or Qualification Need
Type
Education Bachelor’s Degree Bachelor’s degree in a related field E
Computer literate in MS Office and other office applications E
Certification in either of the following; ACII, AIIK or COP D
Experience Required:
Description Required years of experience Need Type
Relevant experience 3 E
Behavioural Competencies
These are defined as:
Proficiency Level Proficiency Definitions
Level 2
Basic (B)
· Applies the competency in somewhat difficult situations.
· Requires frequent guidance.
Core Competencies Proficiency Required
1. Customer Focus B
2. Business Acumen B
3. Driving Innovation B
4. Driving Business Performance B
5. Negotiation and Influence B
6. Effective Communication B
Leadership Competency Proficiency Required
1. Planning and organizing B
2. Accountability B
3. Quality Decision Making B
4. Building Partnerships B
5. Continuous Learning B
6. Emotional Intelligence B
7. Conflict Management B
Special Position Requirements (Optional section: any travel, security, hazard or related special conditions which apply to the position)
· The role holder may be required to travel to distant branches or wherever the Company has any interest.
· Role holder may be required to work extended working hours to ensure jobs are completed on schedule and to specification.