Open Recruitments at Jubilee Insurance

Main Responsibilities

• Strategy
• Support digital transformation efforts by aligning the system with business growth objectives.
• Participate in strategic projects by advising on system architecture and solution design.
• Identify emerging technology trends that can enhance pensions servicing and reporting.
• Enable innovation in internal user experience and pension system workflows.
• Operational
• Develop, test, and deploy functionalities using Oracle SQL, PL/SQL, and APEX.
• Maintain core system operations, ensuring reliability and scalability of the system.
• Execute and monitor interfaces and data flows including C2B and B2C portals.
• Perform root cause analysis of issues and provide prompt resolutions.
• Support business teams in system usage, report generation, and data queries.
• Prepare system manuals and conduct internal system training sessions.
• Corporate Governance
• Ensure system development practices adhere to internal ICT policies and external regulatory frameworks (e.g., data privacy).
• Maintain proper documentation of system changes, releases, and incidents.
• Liaise with Risk and Compliance to conduct regular audits and vulnerability assessments.
• Manage vendor interactions ensuring SLAs are met and compliance enforced.
• Contribute to risk identification and mitigation plans within technology initiatives.
• Culture and people
• Foster a culture of continuous improvement, collaboration, and knowledge sharing.
• Mentor junior analysts or interns on systems usage and development practices.
• Uphold Jubilee’s values of customer centricity, integrity, and innovation in daily interactions.
• Participate in internal workshops or learning sessions to upskill and support others.
• Demonstrate ownership and accountability for system performance.

Key Competencies

• Analytical Thinking and Problem-Solving. Ability to break down complex problems into manageable components,
• analyze root causes, and implement effective solutions with a long-term perspective.
• Stakeholder Engagement and Communication. Strong communication skills to clearly translate technical issues to
• business users and vice versa, while maintaining good relationships with both internal and external stakeholders.
• Attention to Detail and Accuracy. Keen eye for identifying and resolving errors, ensuring data accuracy and
• system outputs are consistently reliable.
• Innovation and Adaptability: Proactive in identifying opportunities for innovation and comfortable adapting to
• evolving technologies, business environments, and system requirements.
• Result Orientation. Focused on achieving outcomes and meeting deadlines, even under pressure, with a
• commitment to delivering high-quality solutions that meet business expectations.
• Teamwork and Collaboration. Ability to work effectively with multidisciplinary teams, foster team spirit, and
• contribute positively to group problem-solving and project delivery.

Academic Background & Relevant Qualifications

• Bachelor’s degree in computer science, Information Systems, or other related technical degree
• OCA – Oracle Certified Associate in PL/SQL
• APEX Version 19 and specific experience with insurance industries.
• Reporting Technologies e.g., Oracle BI & Analytics
• Minimum 3 years in application development and support, particularly in financial services.
• Proficient in Oracle tools: PL/SQL, APEX, Reports, SQL Loader, Workflow, Fusion Middleware.
• Strong understanding of data interface development, web-based integrations (C2B, B2C).
• Hands-on experience with UNIX scripting, Apache, PHP/MySQL is a plus.
• Demonstrated experience working on complex projects and regulatory-compliant environment

go to method of application »

Main Responsibilities

• Strategy
• Support digital transformation efforts by aligning the system with business growth objectives.
• Participate in strategic projects by advising on system architecture and solution design.
• Identify emerging technology trends that can enhance pensions servicing and reporting.
• Enable innovation in internal user experience and pension system workflows.
• Operational
• Develop, test, and deploy functionalities using Oracle SQL, PL/SQL, and APEX.
• Maintain core system operations, ensuring reliability and scalability of the system.
• Execute and monitor interfaces and data flows including C2B and B2C portals.
• Perform root cause analysis of issues and provide prompt resolutions.
• Support business teams in system usage, report generation, and data queries.
• Prepare system manuals and conduct internal system training sessions.
• Corporate Governance
• Ensure system development practices adhere to internal ICT policies and external regulatory frameworks (e.g., data
• privacy).
• Maintain proper documentation of system changes, releases, and incidents.
• Liaise with Risk and Compliance to conduct regular audits and vulnerability assessments.
• Manage vendor interactions ensuring SLAs are met and compliance enforced.
• Contribute to risk identification and mitigation plans within technology initiatives.
• Culture and people
• Foster a culture of continuous improvement, collaboration, and knowledge sharing.
• Mentor junior analysts or interns on systems usage and development practices.
• Uphold Jubilee’s values of customer centricity, integrity, and innovation in daily interactions.
• Participate in internal workshops or learning sessions to upskill and support others.
• Demonstrate ownership and accountability for system performance.

Key Competencies

• Analytical Thinking and Problem-Solving. Ability to break down complex problems into manageable components, analyze root causes, and implement effective solutions with a long-term perspective.
• Stakeholder Engagement and Communication. Strong communication skills to clearly translate technical issues to business users and vice versa, while maintaining good relationships with both internal and external stakeholders.
• Attention to Detail and Accuracy. Keen eye for identifying and resolving errors, ensuring data accuracy and system outputs are consistently reliable.
• Innovation and Adaptability: Proactive in identifying opportunities for innovation and comfortable adapting to evolving technologies, business environments, and system requirements.
• Result Orientation. Focused on achieving outcomes and meeting deadlines, even under pressure, with a commitment to delivering high-quality solutions that meet business expectations.
• Teamwork and Collaboration. Ability to work effectively with multidisciplinary teams, foster team spirit, and contribute positively to group problem-solving and project delivery.

Academic Background & Relevant Qualifications

• Bachelor’s degree in computer science, Information Systems, or other related technical degree
• OCA – Oracle Certified Associate in PL/SQL
• APEX Version 19 and specific experience with insurance industries.
• Reporting Technologies e.g., Oracle BI & Analytics
• Minimum 3 years in application development and support, particularly in financial services.
• Proficient in Oracle tools: PL/SQL, APEX, Reports, SQL Loader, Workflow, Fusion Middleware.
• Strong understanding of data interface development, web-based integrations (C2B, B2C).
• Hands-on experience with UNIX scripting, Apache, PHP/MySQL is a plus.
• Demonstrated experience working on complex projects and regulatory-compliant environments.

go to method of application »

Main Responsibilities

• Operational
• Marketing & Branding: Conduct market research to identify potential clients, market trends, and competitive landscape. Promote the Jubilee Life brand to ensure it is top of mind to intermediaries.
• Client Acquisition and Relationship Management: Identify and engage potential clients within the pensions sector.
• Build and maintain strong relationships with key clients, understanding their needs and providing tailored solutions.
• Business Growth and Revenue Generation: Develop and implement strategies to achieve business development targets and revenue growth. Identify cross-selling and upselling opportunities within existing client portfolios.
• Relationship Management with Intermediaries and Partners: Develop and maintain relationships with intermediaries,
• brokers, and strategic partners.
• Proposal Development and Contract Negotiation: Prepare and present compelling proposals and business cases to potential clients. Negotiate terms and conditions, pricing, and contractual agreements to secure new business.
• Corporate Governance
• Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects.
• Implement and uphold robust data protection and privacy practices, safeguarding customer information and ensuring confidentiality.
• Participate in audits and internal control assessments, addressing any identified gaps or issues promptly.
• Compliance: Stay updated with insurance regulations and underwriting best practices to ensure compliance with industry standards
• Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures. People & Culture
• Cross-Functional Collaboration. Actively participate in cross-functional project teams to drive collaboration, innovation, and accountability across departments and the Group.
• Employee Collaboration Index. Participate in a minimum of 2 company projects per year with an 80% success rate and engage in at least 1 Group-wide project per year.
• Cultural Alignment Index (CAI). Attain the Company’s CAI target score by embedding Jubilee’s values (e.g., innovation, teamwork, excellence) into project execution and team dynamics.
• Conflict Resolution. Address interpersonal or project-related conflicts constructively, maintaining team morale and focus on shared goals.
• Resource Advocacy. Communicate needs (e.g., tools, training, support) to supervisors to ensure personal and team success.

Key Competencies

• Strong networking and relationship-building skills.
• Market research and analysis.
• Client acquisition and account management.
• Excellent communication and presentation skills.
• Results-oriented with a focus on achieving targets.

Academic Background & Relevant Qualifications

• degree in Insurance, Finance, Business, Marketing or any other related course
• LOMA/CII/IIK Qualification will be an added advantage.
• Minimum 2-3 years’ experience in a similar role

go to method of application »

Main Responsibilities

• Operational
• Marketing & Branding: Conduct market research to identify potential clients, market trends, and competitive landscape. Promote the Jubilee Life brand to ensure it is top of mind to intermediaries.
• Client Acquisition and Relationship Management: Identify and engage potential clients within the pensions sector.
• Build and maintain strong relationships with key clients, understanding their needs and providing tailored solutions.
• Business Growth and Revenue Generation: Develop and implement strategies to achieve business development targets and revenue growth. Identify cross-selling and upselling opportunities within existing client portfolios.
• Relationship Management with Intermediaries and Partners: Develop and maintain relationships with intermediaries,
• brokers, and strategic partners.
• Proposal Development and Contract Negotiation: Prepare and present compelling proposals and business cases to potential clients. Negotiate terms and conditions, pricing, and contractual agreements to secure new business.
• Corporate Governance
• Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects.
• Implement and uphold robust data protection and privacy practices, safeguarding customer information and ensuring confidentiality.
• Participate in audits and internal control assessments, addressing any identified gaps or issues promptly.
• Compliance: Stay updated with insurance regulations and underwriting best practices to ensure compliance with industry standards
• Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures. People & Culture
• Cross-Functional Collaboration. Actively participate in cross-functional project teams to drive collaboration, innovation, and accountability across departments and the Group.
• Employee Collaboration Index. Participate in a minimum of 2 company projects per year with an 80% success rate and engage in at least 1 Group-wide project per year.
• Cultural Alignment Index (CAI). Attain the Company’s CAI target score by embedding Jubilee’s values (e.g., innovation, teamwork, excellence) into project execution and team dynamics.
• Conflict Resolution. Address interpersonal or project-related conflicts constructively, maintaining team morale and focus on shared goals.
• Resource Advocacy. Communicate needs (e.g., tools, training, support) to supervisors to ensure personal and team success.

Key Competencies

• Strong networking and relationship-building skills.
• Market research and analysis.
• Client acquisition and account management.
• Excellent communication and presentation skills.
• Results-oriented with a focus on achieving targets.

Academic Background & Relevant Qualifications

• degree in Insurance, Finance, Business, Marketing or any other related course
• LOMA/CII/IIK Qualification will be an added advantage.
• Minimum 2-3 years’ experience in a similar role

go to method of application »

Main Responsibilities

• Strategy
• Execute the strategic plan for the Pensions department under guidance from the Team Leader.
• Identify opportunities for business growth, client acquisition, and cross-selling of retirement benefits products (e.g.,
• Annuities, Provident Funds, IDD).
• Conduct market research and competitor analysis to inform client engagement and operational strategies.
• Use data-driven insights to optimize operational performance and support strategic decision-making.
• Client Engagement & Relationship Management
• Serve as the day-to-day contact for pension scheme clients, addressing queries and service requests promptly.
• Facilitate onboarding of new clients and staff, ensuring all documentation, compliance, and regulatory requirements are met.
• Conduct member education sessions, client visits, and trustee briefings to enhance engagement and satisfaction.
• Provide personalized support for high-net-worth clients, including tailored pension solutions.
• Identify and implement client retention, upselling, and cross-selling strategies.
• Monitor competitor activity and industry trends to advise on client servicing improvements.
• Operational & Service Delivery Coordination
• Ensure timely collection, reconciliation, and reporting of contributions in collaboration with Pension Operations and
• Allocations teams.
• Liaise with Claims and Finance teams to process withdrawals, transfers, and other client requests within agreed timelines.
• Support external administrators by coordinating service delivery, reports, and meeting schedules.
• Maintain accurate client records, service logs, and correspondence to ensure traceability and compliance.
• Assist in audits and regulatory inspections, providing required documentation and resolving identified gaps.
• Reporting & Feedback
• Prepare client service performance reports and summaries for internal and external stakeholders
• Capture client feedback and contribute recommendations to improve service delivery and client satisfaction.
• Document minutes of meetings and action items, ensuring timely follow-through.
• Jubilee Life Brand
• Promote effective public relations and enhance the company’s corporate image in all client interactions.
• Ensure clients experience a consistent, professional and high-quality service aligned with Jubilee Life’s brand values.
• Corporate Governance
• Ensure all pension schemes adhere to operational, regulatory, and quality standards (RBA, KRA, other relevant bodies)
• Coordinate with fund accountants and administrators to prepare and file audited financial statements on time.
• Uphold data protection, confidentiality, and Jubilee Life governance standards in all client interactions.
• Stay updated on pension legislation, RBA guidelines, and industry best practices, implementing adjustments as required.
• People & Culture
• Cross-Functional Collaboration: Actively participate in cross-functional project teams to drive collaboration, innovation, and accountability across departments and the Group.
• Employee Collaboration Index: Participate in a minimum of 2 company projects per year with an 80% success rate and engage in at least 1 Group-wide project per year.
• Skills and Competency Development Index: 100% compliance with your training plan annually to support personal and professional growth, ensuring alignment with career paths and future challenges.
• Cultural Alignment Index (CAI): Attain the Company’s CAI target score by embedding Jubilee’s values (e.g.,
• innovation, teamwork, excellence) into project execution and team dynamics.
• Conflict Resolution: Address interpersonal or project-related conflicts constructively, maintaining team morale and focus on shared goals.
• Resource Advocacy: Communicate needs (e.g., tools, training, support) to supervisors to ensure personal and team success.

Key Competencies

• Relationship Management & Stakeholder Engagement
• Customer Service Orientation
• Attention to Detail & Data Accuracy
• Analytical & Problem-Solving Skills
• Knowledge of Pension Schemes, Retirement Benefits, and Compliance Requirements
• Communication: Report-writing, presentation, and client engagement
• Collaboration & Teamwork
• Ethical Integrity and Professionalism

Academic Background & Relevant Qualifications

• Bachelor’s degree in Finance, Business Administration, Actuarial Science, or a related field
• Professional certifications in pensions, insurance, financial planning, or CRM (e.g., TDPK, CII, RBA-accredited courses) are highly desirable.
• Master’s degree is an added advantage.
• Minimum 3–6 years’ experience in client relationship management, pensions, or retirement benefits administration.
• Proven ability to manage client relationships, resolve issues, and deliver exceptional service.
• Strong working knowledge of pension operations, retirement planning, and regulatory frameworks.
• Detail-oriented with excellent organizational, negotiation, and presentation skills.
• Analytical mindset with strong problem-solving capabilities.
• Ability to work collaboratively across multiple teams and manage various stakeholders effectively.

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Main Responsibilities

• Strategy
• Execute the strategic client service and retention plan for the Corporate Life & Pensions Division under the guidance of the Team Leader.
• Support the implementation of business growth initiatives by identifying cross-selling and upselling opportunities across pension and investment products.
• Conduct market intelligence on pension and investment trends to inform client engagement and investment communication strategies.
• Support management in analyzing client portfolios to enhance service efficiency and strengthen business relationships.
• Relationship Management
• Serve as the primary point of contact for assigned pension scheme clients, trustees, and members, ensuring consistent, timely, and professional communication.
• Coordinate onboarding for new schemes and ensure compliance with documentation and RBA requirements.
• Facilitate member education sessions, trustee meetings, and client briefings to promote awareness and confidence in Jubilee Life’s products and services
• Maintain proactive client communication through periodic updates, newsletters, and feedback sessions.
• Develop and nurture long-term relationships with corporate clients, enhancing retention and satisfaction levels.
• Operational Excellence
• Collaborate with internal departments (Pension Operations, Finance, Legal, IT) to ensure efficient service delivery,
• query resolution, and timely response to client requests.
• Monitor contribution collections, benefit processing, and reconciliations in coordination with relevant teams to meet
• agreed turnaround times.
• Support the preparation and review of scheme reports, benefit statements, and other client deliverables.
• Maintain accurate and up-to-date client records, service logs, and meeting documentation in line with operational policies.
• Coordinate with external administrators and auditors to ensure timely submission of reports and compliance
• Skills and Competency Development Index: 100% compliance with your training plan annually to support personal
• and professional growth, ensuring alignment with career paths and future challenges.
• Cultural Alignment Index (CAI): Attain the Company’s CAI target score by embedding Jubilee’s values (e.g., innovation, teamwork, excellence) into project execution and team dynamics.
• Conflict Resolution: Address interpersonal or project-related conflicts constructively, maintaining team morale and focus on shared goals.
• Resource Advocacy: Communicate needs (e.g., tools, training, support) to supervisors to ensure personal and team success.

Key Competencies

• Relationship Management & Stakeholder Engagement
• Investment Awareness & Analytical Thinking
• Customer Service Orientation
• Report Writing & Presentation Skills
• Knowledge of Pension Regulations and RBA Guidelines
• Attention to Detail & Data Accuracy
• Teamwork and Collaboration
• Ethical Integrity and Professionalism

Academic Background & Relevant Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, or Actuarial Science from a recognized institution.
• Professional certifications in pensions, financial planning, or customer relationship management (e.g., CRM, TDPK, CII, CIFA, CISI, or RBA-accredited programs) are highly desirable.
• A Master’s degree will be an added advantage.
• Minimum of 4–6 years of experience in client relationship management, preferably within life insurance, pension administration, or fund management.
• Demonstrated experience in managing institutional clients, pension schemes, or investment accounts.
• Proven track record in client reporting, investment communication, and regulatory compliance.
• Strong analytical and problem-solving abilities with attention to accuracy and detail.

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Main Responsibilities

• Tax Compliance and Reporting
• Ensure timely and accurate preparation, filing, and payment of all statutory taxes including corporate tax, VAT,
• PAYE, withholding tax, excise duty, and other levies.
• Oversee tax compliance for both insurance and pension business segments, ensuring correct treatment of exempt and taxable pension schemes.
• Review and validate withholding tax deductions and remittances for supplier, intermediary, and professional payments.
• Ensure accurate tax computations and reconciliations for investment income including interest, dividends, rent, and capital gains.
• Maintain up to-date tax schedules, ledgers, and supporting documentation.
• Tax Planning and Advisory
• Advise management on tax implications of insurance, pension, and investment transactions.
• Evaluate investment structures and asset allocations for tax efficiency in compliance with applicable tax laws
• Review the tax implications of new insurance and pension products and fund structures
• Monitor tax legislation changes and provide proactive advice on their potential impact to the business and pension funds.
• Tax Risk Management and Audit Support
• Maintain comprehensive documentation to support tax positions for corporate, pension, and investment activities.
• Coordinate and manage responses to KRA and RBA tax audits, queries and reviews.
• Identify potential tax exposures and recommend effective mitigation strategies.
• Support internal and external audits by providing tax related schedules and reconciliations.
• Accounts Payables Management
• Oversee end to end accounts payable operations, ensuring timely and accurate processing of supplier, agent and service provider invoices.
• Ensure adherence to company payment policies, approval hierarchies and internal controls.
• Review and validate supplier documentation for tax compliance including VAT, e-TIMs and withholding tax applicability.
• Monitor vendor account reconciliations, aging analysis and timely resolution of outstanding balances.
• Supervise preparation of payment runs and ensure proper authorization and documentation before disbursement.
• Ensure accurate posting of transactions in the ERP and proper classification of expenses.
• Drive process improvement and automation initiatives to enhance AP efficiency and reduce processing timelines.
• Ensure accurate and timely remittance of statutory deductions, taxes and third-party payments.
• Liaise with the Treasury team to manage payment scheduling, liquidity planning and cash flow requirements related to AP and tax obligations.
• Continuous Improvement and Stakeholder Management
• Liaise with KRA, RBA, auditors, tax consultants, and suppliers on tax and payment matters.
• Provide training to finance and business teams on tax compliance and accounts payable processes.
• Support development and implementation of dashboards and automation to improve accuracy and efficiency in tax and payables management.
• People & Culture
• Team Leadership: Build and lead cross-functional teams, fostering collaboration, accountability, and high performance across diverse skill sets and departments.
• Retention KPI: Achieve a regrettable turnover rate below 5% annually within finance teams by promoting a supportive environment, career growth opportunities, and recognition.
• Employee Engagement Score (EES) KPI: Drive a 10% year-over-year increase in EES through team-building, transparent communication, and empowerment initiatives.
• Cultural Alignment Index (CAI): Attain the Company’s CAI target score by embedding Jubilee’s values (e.g., innovation, teamwork, excellence) into project execution and team dynamics.
• Skill Development: Provide mentorship and training to team members on departmental tools, techniques, and industry-specific knowledge, enhancing capability.
• Conflict Resolution: Mediate and resolve team conflicts or stakeholder disputes, maintaining morale and focus on project goals.
• Resource Advocacy: Advocate for team needs (e.g., additional resources, training) to senior management, ensuring departmental success and staff well-being.

Key Competencies

• Strong technical knowledge of tax and financial accounting principles.
• High attention to detail and accuracy.
• Excellent analytical, organizational, and problem solving skills.
• Strong interpersonal and communication abilities.
• Integrity, confidentiality, and professional ethics.
• Proactive and results oriented with the ability to manage multiple priorities.

Academic Background & Relevant Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• CPA (K), ACCA, or equivalent professional qualification.
• At least 5 years’ experience in taxation and accounts payable, preferably in insurance, pension, or financial services sectors.
• In-depth knowledge of Kenyan tax laws including Income Tax Act (Cap 470), Retirement Benefits Act, Insurance Act and VAT Act.
• Familiarity with taxation of investments (interest, dividends, capital gains).
• Proficiency in iTax, ERP systems (e.g. Oracle), Power BI tools and Microsoft Exc

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Main Responsibilities

• Strategy
• Execute the Bancassurance strategy to align with overall business objectives, identifying potential partner banks and financial institutions.
• Continuously assess and improve Bancassurance processes to enhance efficiency and customer experience.
• Drive operational excellence by setting clear goals, monitoring performance, and implementing improvement initiatives.
• Analyze Bancassurance sales data to identify trends and opportunities for improvement.
• Conduct customer needs analysis to recommend suitable life insurance solutions.
• Operational
• Bancassurance Partnerships. Establish and manage partnerships with banks and financial institutions to promote life insurance products.
• Sales and Revenue Generation. Drive life insurance sales through the Bancassurance channel, setting sales targets and developing sales plans.
• Market Intelligence. Monitor market trends and competitor offerings in the Bancassurance sector.
• Product and Sales Training. Coordinate with product development and training teams to equip bank staff with the necessary knowledge and skills to effectively promote life insurance products.
• Sales Reporting and Analysis. Prepare regular sales reports, track key performance indicators (KPIs), and provide insights to the senior management. Utilize data-driven analysis to inform strategic decisions.
• Ensure a customer-centric approach in all Bancassurance interactions. Work to enhance the customer experience
• and address customer feedback and concerns promptly.
• Ensure compliance with insurance regulations and internal policies.
• Manage allocated Bancassurance retail portfolio to meet retention targets and increase premium and lives volume.
• Cultivate and manage productive partnerships with partner banks and financial institutions.
• Promote life insurance products and services to bank clients. Leverage the bank's customer base and referral network to generate leads and close life insurance sales.
• Implement Customer service journeys and put in place an annual customer touch point for each client and ensure that this is adhered to, and records maintained.
• Corporate Governance
• Compliance: Stay updated with insurance regulations and underwriting best practices to ensure compliance with industry standards
• Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures.
• Ensuring compliance with applicable statutory and regulatory requirements and establishing mitigation measures against emerging business risks.
• People & Culture
• Team Leadership: Build and lead cross-functional teams, fostering collaboration, accountability, and high performance across diverse skill sets and departments.
• Retention KPI: Achieve a regrettable turnover rate below 5% annually within finance teams by promoting a supportive environment, career growth opportunities, and recognition.
• Employee Engagement Score (EES) KPI: Drive a 10% year-over-year increase in EES through team-building, transparent communication, and empowerment initiatives.
• Cultural Alignment Index (CAI): Attain the Company’s CAI target score by embedding Jubilee’s values (e.g., innovation, teamwork, excellence) into project execution and team dynamics.
• Skill Development: Provide mentorship and training to team members on departmental tools, techniques, and industry-specific knowledge, enhancing capability.
• Conflict Resolution: Mediate and resolve team conflicts or stakeholder disputes, maintaining morale and focus on project goals.
• Resource Advocacy: Advocate for team needs (e.g., additional resources, training) to senior management, ensuring departmental success and staff well-being.

Key Competencies

• Strategic thinking and business acumen for identifying growth opportunities.
• Excellent communication and negotiation abilities.
• Sales-driven and target-oriented mindset.
• Customer-centric approach and empathy.
• Financial acumen and understanding of life insurance products.
• Excellent data skills, Report writing and Presentational skills.
• Excellent leadership and team management skills to lead the bancassurance team.
• Strong relationship-building and negotiation abilities for managing external partnerships.
• Analytical mindset for data-driven decision-making and performance evaluation.
• Customer-centric approach, focusing on enhancing customer experiences.

Academic Background & Relevant Qualifications

• Bachelor’s degree in insurance, Finance, Business or any other related course
• Diploma in Insurance qualification will be an added advantage.
• LOMA/CII/IIK Qualification will be an added advantage.
• Minimum 6-8 years’ experience in a similar role
• Proven track record in sales and relationship management, preferably in the bancassurance or insurance sector.
• Proven track record of successfully implementing strategic initiatives and driving process improvements

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Main Responsibilities

• Strategy
• Investment Strategy Development
• Design and implement investment strategies aligned with Jubilee Life’s risk appetite, asset-liability matching, and long-term financial goals.
• Manage fixed income, equity, and alternative investment portfolios to achieve sustainable returns above benchmark yields.
• Monitor and rebalance portfolios to optimize returns while maintaining sufficient liquidity for claims, policy maturities, and operations.
• Conduct scenario and sensitivity analysis to assess market impacts on solvency, profitability, and capital adequacy.
• Support the CFO in preparing the annual investment plan and performance reports for the Investment Committee and the Board.
• Market Analysis & Research
• Conduct in-depth research on financial markets, economic trends, and interest rate movements to inform investment decisions.
• Monitor macroeconomic indicators and capital market developments affecting insurance investment returns.
• Evaluate and recommend external fund managers or investment opportunities to diversify and strengthen portfolio performance.
• Provide data-driven investment insights and reports to management, supporting financial planning and ALM decisions.
• Product Support & Innovation
• Collaborate with the Actuarial and Product Development teams to provide investment input into new product pricing and profitability projections.
• Support development of investment-linked products and savings solutions through optimized asset allocation strategies.
• Participate in strategic discussions on capital deployment and emerging investment opportunities within the life business.
• Stakeholder Engagement
• Prepare and present periodic investment performance reports to the CFO, Investment Committee, and the Board.
• Liaise with regulators, fund managers, custodians, and banks to ensure efficient investment operations and compliance.
• Partner with internal teams (Finance, Actuarial, and Risk) to align investment outcomes with overall business
• objectives.
• Operational
• Portfolio Management
• Oversee day-to-day portfolio operations including asset allocation, rebalancing, and trade execution.
• Track portfolio performance against approved benchmarks (e.g., government securities, NSE indices) and take
• corrective actions as needed.
• Ensure accurate, timely execution and reporting of investment transactions.
• Maintain up-to-date investment records and reconciliations in line with internal and external reporting standards.
• Risk Management
• Identify, measure, and manage investment risks including market, credit, and liquidity risks.
• Implement diversification, duration management, and hedging strategies to mitigate potential losses.
• Ensure compliance with the Investment Policy Statement (IPS), IRA investment regulations, and internal exposure limits.
• Collaborate with the Risk and Compliance functions to monitor adherence to governance, audit, and ethical standards.
• Treasury and Liquidity Management
• Support the CFO in cash flow forecasting to align investment maturities with operational and policyholder payment needs.
• Optimize liquidity levels across short-term and long-term portfolios for efficient cash utilization.
• Monitor bank placements and short-term instruments to ensure maximum yield within approved risk parameters.
• Corporate Governance
• Compliance
• Stay updated on evolving investment and insurance regulatory requirements.
• Ensure adherence to all statutory and reporting obligations under the Insurance Act, IRA guidelines, and CMA frameworks.
• Maintain comprehensive documentation of investment decisions, transactions, and performance reports for audit readiness.
• Risk Management
• Establish robust internal controls to minimize operational, financial, and compliance risks in investment operations.
• Proactively identify and address potential governance or ethical concerns related to portfolio management activities.
• People & Culture
• Team Leadership: Build and lead cross-functional teams, fostering collaboration, accountability, and high performance across diverse skill sets and departments.
• Retention KPI: Achieve a regrettable turnover rate below 5% annually within finance teams by promoting a supportive environment, career growth opportunities, and recognition.
• Employee Engagement Score (EES) KPI: Drive a 10% year-over-year increase in EES through team-building, transparent communication, and empowerment initiatives.
• Cultural Alignment Index (CAI): Attain the Company’s CAI target score by embedding Jubilee’s values (e.g., innovation, teamwork, excellence) into project execution and team dynamics.
• Skill Development: Provide mentorship and training to team members on departmental tools, techniques, and industry-specific knowledge, enhancing capability.
• Conflict Resolution: Mediate and resolve team conflicts or stakeholder disputes, maintaining morale and focus on project goals.
• Resource Advocacy: Advocate for team needs (e.g., additional resources, training) to senior management, ensuring departmental success and staff well-being.

Key Competencies

• Investment Management Expertise: Strong understanding of insurance investments, portfolio construction, and ALM principles.
• Financial & Market Analysis: Advanced ability to interpret market data, economic indicators, and financial models.
• Regulatory Awareness: Deep understanding of IRA and CMA investment frameworks.
• Risk Management: Skilled in identifying and mitigating investment and liquidity risks.
• Analytical Tools: Proficiency in Excel, Bloomberg, Morningstar, or equivalent portfolio management systems.
• Communication: Strong report-writing and presentation skills for diverse audiences.
• Ethical Integrity: High professional and fiduciary standards.
• Collaboration: Effective teamwork across Finance, Actuarial, and Risk functions.

Academic Background & Relevant Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, Actuarial Science, Mathematics, or related field.
• Professional certification such as CFA, CPA, or FRM is highly desirable.
• Proficiency in investment analytics, financial modelling, and portfolio management tools.
• Trainings or coursework’s in insurance investment management, treasury, or risk analysis is an advantage.
• Minimum 6 years’ experience in investment or portfolio management within insurance, asset management, or financial services.
• Proven record of managing portfolios exceeding KES 500 million and achieving consistent positive alpha or abovebenchmark performance.
• Extensive experience in managing fixed income and long-term investment instruments, including government securities, corporate bonds, and term deposits, to support asset-liability matching and stable portfolio performance.
• Strong understanding of asset-liability management (ALM), solvency, and risk-adjusted return frameworks.
• Prior collaboration with Finance, Actuarial, and Risk functions to deliver integrated investment solutions

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Main Responsibilities

• Strategy & Planning
• Develop and implement strategic plans for the real estate portfolio, aligning with organizational goals and Kenya’s urban growth trends.
• Analyze market data (e.g., rental rates, occupancy, Nairobi’s commercial/residential demand) to drive portfolio growth and diversification.
• Leverage data analytics and proptech tools to forecast trends and optimize property value.
• Identify opportunities for sustainable investments, such as energy-efficient upgrades.
• Property & Asset Management
• Oversee day-to-day operations, including lease administration, rent collection, tenant relations, and property upkeep.
• Manage budgets (OPEX and CAPEX), integrating cost-saving measures like green technologies.
• Coordinate maintenance, repairs, and renovations, ensuring timely execution and asset preservation.
• Conduct property inspections (pre/post-vacancy, end-of-lease) to maintain standards and minimize vacancy losses.
• Lead marketing and leasing efforts via letting agents and digital platforms, ensuring seamless rent invoicing and
• collection with Finance.
• Design and evaluate tenant satisfaction surveys, using insights to enhance retention and occupancy.
• Implement property management software to streamline operations and reporting.
• Compliance & Risk Management (Governance)
• Ensure compliance with Kenyan laws (e.g., Physical Planning Act, Land Act), building codes, safety (OSHA), and environmental regulations.
• Monitor tenant adherence to lease terms, addressing violations promptly and professionally.
• Oversee contracts and lease documentation, collaborating with Legal and Finance for approvals.
• Mitigate risks, through insurance and resilience planning.
• Maintain meticulous records of leases, maintenance, and financials, ensuring audit readiness.
• Stakeholder Engagement & Relationship Management
• Negotiate leases, renewals, and terms with property owners, tenants, and vendors, navigating Kenya’s competitive rental market.
• Collaborate with internal teams (Finance, Legal, Administration) and external partners (agents, tenants, local authorities, service providers).
• Screen prospective tenants, providing data-driven recommendations to the property Committee.
• Oversee letting agents, reporting on leasing performance and market positioning.
• Resolve tenant disputes efficiently, ensuring high satisfaction and compliance with operational standards.
• Communicate safety protocols (e.g., OSHA) and operational updates to tenants effectively.
• Leadership & Culture
• Lead and develop the property team (e.g., Property Officers), fostering accountability, innovation, and succession planning.
• Promote a culture of sustainability, ethical practices, and efficiency in real estate operations.
• Drive cross-functional collaboration to align property initiatives with organizational goals.
• Provide transformational leadership, exceeding stakeholder expectations through proactive solutions.
• Create personalized development plans for team members, enhancing skills in proptech and sustainability.

Key Competencies

• Strong leadership and team management abilities.
• Exceptional organizational, problem-solving, and communication skills.
• Strategic thinking and capacity to implement long-term plans.
• Financial acumen in budgeting, analysis, and negotiations.
• Attention to detail and ability to prioritize effectively.

Academic Background & Relevant Qualifications

• Bachelor’s degree in Real Estate, Land Economics or a related field.
• Full Member of the Institution of Surveyors of Kenya (ISK) – Chapter of Valuers and Estate Managers.
• Registration with the Estate Agents Registration Board (EARB) in Kenya is a plus.
• Additional certifications (e.g., CPM, LEED Green Associate) or advanced degrees in real estate management are advantageous.
• Diploma in Technical Education (Building, Mechanical, Civil, or Electrical) is a plus.
• Minimum 8 years’ experience in real estate management, with at least 3 years in a leadership role within Kenya’s property market.
• Proven expertise in managing commercial and residential portfolios in Nairobi or other major Kenyan cities.
• Experience with digital property management tools (e.g., Yardi, Buildium) and tenant screening processes.
• Demonstrated success in lease negotiations, tenant retention, and navigating land tenure or zoning challenges in Kenya.
• Familiarity with sustainability initiatives (e.g., solar installations, water recycling) and health/safety regulations (e.g., OSHA).