Background

Jubilee Insurance was established in August 1937 and is the first locally incorporated insurance company in Mombasa, Jubilee Insurance has spread its sphere of influence throughout the region to become the largest composite insurer in East Africa, handling over 1.9 million customers.

Jubilee is the number one insurer in East Africa with over 450,000 clients. The company is listed on the Nairobi Securities Exchange (NSE) and is a member of the Allianz Group. With a heritage of over 85 years, Jubilee Insurance has offices in Kenya, Uganda, Tanzania, Burundi, and Mauritius.

Role Purpose

The Relationship Manager – Bancassurance provides strategic leadership for bancassurance partnerships and drives growth within the Retail Department. The role focuses on customer acquisition, channel expansion, and strengthening relationships while delivering affordable and reliable health insurance solutions.

Main Responsibilities

Operational Responsibilities

• Oversee and strengthen bancassurance partnerships with banks and financial institutions
• Collaborate with internal teams to align activities with customer acquisition goals
• Track KPIs including sales volumes, digital conversion rates, and retention
• Manage bancassurance and digital channel budgets
• Use CRM systems, digital analytics, and Microsoft Office tools
• Lead and mentor the bancassurance team
• Coordinate training programs for bank staff

Strategic & Governance Responsibilities

• Engage with external partners to drive innovation
• Lead continuous process improvement initiatives
• Ensure compliance with regulatory and company policies
• Maintain proper documentation of insurance and bancassurance activities
• Uphold ethical sales practices
• Drive employee engagement and high-performance culture
• Manage conflicts and ensure teams meet performance targets

Key Deliverables

• Strengthen bancassurance partnerships and market expansion
• Provide data-driven insights to support strategic decision-making
• Ensure regulatory compliance and operational excellence
• Enable seamless collaboration with internal teams and external partners

Qualifications & Experience

Academic Qualifications

• Bachelor’s degree in Business Administration, Marketing, Finance, or related field
• Master’s degree or professional qualifications (e.g. AKIB, Insurance Certifications) is an added advantage

Experience

• 3–5 years in bancassurance or insurance sales
• Proven track record in sales delivery and digital channel performance
• Experience in analytics and stakeholder management
• Strong leadership and process improvement capabilities

Skills & Competencies

• Strong leadership and communication skills
• Data analysis and decision-making capability
• Customer-centric mindset
• Digital tools proficiency
• High integrity and professionalism

• Oversee and strengthen bancassurance partnerships with banks and financial institutions
• Collaborate with internal teams to align activities with customer acquisition goals
• Track KPIs including sales volumes, digital conversion rates, and retention
• Manage bancassurance and digital channel budgets
• Use CRM systems, digital analytics, and Microsoft Office tools
• Lead and mentor the bancassurance team
• Coordinate training programs for bank staff
• Engage with external partners to drive innovation
• Lead continuous process improvement initiatives
• Ensure compliance with regulatory and company policies
• Maintain proper documentation of insurance and bancassurance activities
• Uphold ethical sales practices
• Drive employee engagement and high-performance culture
• Manage conflicts and ensure teams meet performance targets

• Strong leadership and communication skills
• Data analysis and decision-making capability
• Customer-centric mindset
• Digital tools proficiency
• High integrity and professionalism

• Bachelor’s degree in Business Administration, Marketing, Finance, or related field
• Master’s degree or professional qualifications (e.g. AKIB, Insurance Certifications) is an added advantage
• 3–5 years in bancassurance or insurance sales
• Proven track record in sales delivery and digital channel performance
• Experience in analytics and stakeholder management
• Strong leadership and process improvement capabilities