Bancassurance Sales Representative

National Bank of Kenya (NBK) is a financial institution established in 1960, operating within the banking and financial services sector in Kenya. It focuses on providing a range of banking products and services to its customers.

The Bancassurance Sales Representative at National Bank of Kenya is tasked with driving the sales of life, general, medical, and micro-insurance products across assigned branches to meet individual and branch targets. This position requires close collaboration with branch staff to identify insurance opportunities and integrate insurance discussions into daily banking interactions. Key responsibilities include providing market intelligence, customer insights, and competitor updates to support sales strategies and revenue growth. The representative will also assist with marketing campaigns, branch activations, and customer outreach to generate leads and finalize business deals.

1. Drive sales of life, general, medical, and micro-insurance products in allocated branches to achieve individual and branch targets.
2. Identify insurance opportunities by collaborating with branch staff and integrating insurance into daily banking conversations.
3. Provide market intelligence, customer insights, and competitor updates to support sales strategies and revenue growth.
4. Support marketing campaigns, branch activations, and customer outreach activities to generate leads and close business.
5. Deliver product knowledge and basic technical training to branch staff through huddles and on-the-job coaching.
6. Participate in sales meetings and contribute ideas that enhance sales productivity and customer engagement.
7. Serve as the first point of contact for claims by assisting with initial documentation and escalating cases appropriately.
8. Ensure timely submission, processing, and follow-up of all insurance business to deliver smooth customer experiences.
9. Collect and submit accurate documentation for policy issuance, endorsements, and renewals in line with regulatory and internal standards.
10. Build strong customer relationships through effective communication, timely responses, and consistent follow-up to support satisfaction and retention.

1. Bachelor’s degree in Insurance, Business, Actuarial Science, or a related field.
2. Mandatory professional certification in insurance, such as COP or ECOP.
3. At least 1 year of experience in Insurance, Bancassurance, or within a financial institution.
4. Experience in selling insurance products or financial solutions is an added advantage.