Relationship Officer (Bancassurance – Contract)

:Relationship Officer (Bancassurance – Contract) Date Posted:September 23, 2026 Job Purpose The Relationship Officer (Bancassurance) is responsible for driving the growth of life and general insurance products amongand non-bank clients. Acting as a Branch Champion, the role focuses on boosting sales production, managing policy administration, conducting premium reconciliations, and delivering high-quality customer service and after-sales support. Key Responsibilities & Weightings Financial & Sales Performance (30%)Drive sales of life and general insurance products by prospecting and closing deals.Identify new business opportunities and manage client pipelines.Ensure premium collection and account reconciliation across assigned branches.Maintain daily tracking and regular reporting of sales figures. Financial & Sales Performance (30%) Drive sales of life and general insurance products by prospecting and closing deals. Identify new business opportunities and manage client pipelines. Ensure premium collection and account reconciliation across assigned branches. Maintain daily tracking and regular reporting of sales figures. Internal Business Processes (30%)Process and book insurance policies accurately and in a timely manner.Maintain up-to-date client files and documentation.Facilitate and support claims processing and follow-ups.Ensure timely submission of operational and sales reports. Internal Business Processes (30%) Process and book insurance policies accurately and in a timely manner. Maintain up-to-date client files and documentation. Facilitate and support claims processing and follow-ups. Ensure timely submission of operational and sales reports. Customer Service & Client Engagement (30%)Provide after-sales support and ongoing insurance advisory services to clients.Conduct client visits, consultations, and site assessments.Support branch staff and lead monthly training sessions on insurance products. Customer Service & Client Engagement (30%) Provide after-sales support and ongoing insurance advisory services to clients. Conduct client visits, consultations, and site assessments. Support branch staff and lead monthly training sessions on insurance products. Learning & Growth (10%)Stay informed on product updates, market trends, and modern sales techniques.Actively participate in professional development programs.Foster a collaborative and positive workplace environment. Learning & Growth (10%) Stay informed on product updates, market trends, and modern sales techniques. Actively participate in professional development programs. Foster a collaborative and positive workplace environment. Organizational Relationships Direct Reports:None Internal Stakeholders:Branch Managers, Relationship Officers, Bancassurance Team External Stakeholders:Insurance Clients, Underwriters, Claims Assessors Requirements & Qualifications Education:Bachelor’s degree in Insurance, Risk Management, or a related business field. Professional Certifications:Certificate of Proficiency in Insurance (COP). Experience:2+ years of relevant experience in banking, insurance, or related financial services. Technical Skills:Proficiency with the Smart Policy System and MS Office Suite.Strong understanding of banking and insurance products.Competence in sales administration, client advisory, and policy processing.Solid numerical, analytical, and negotiation skills. Proficiency with the Smart Policy System and MS Office Suite. Strong understanding of banking and insurance products. Competence in sales administration, client advisory, and policy processing. Solid numerical, analytical, and negotiation skills. Key Competencies:Strong verbal and written communication.High attention to detail, integrity, and proactive initiative.Customer-focused with excellent interpersonal and presentation abilities. Strong verbal and written communication. High attention to detail, integrity, and proactive initiative. Customer-focused with excellent interpersonal and presentation abilities. Application Interested candidates should apply through the employer’s online career portal usingRequisition ID 4544. Application Deadline:Not specified in the vacancy. CLICK/TAP HERE TO APPLY: