CPF Consulting is the Training and consultancy arm of the CPF Group. Harnessing experience spanning over 90 years and partnership with renowned Consultants and trainers, CPF Consulting brings practical solutions to the myriad challenges facing organizations and individuals.
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The Assistant, Health Insurance role provides critical support in medical underwriting, scheme administration, and client engagement. The position ensures accurate documentation, timely premium reconciliation, and efficient handling of client queries to maintain high service standards and compliance with regulatory requirements.
Key duties and responsibilities:
- Support medical underwriting by reviewing documentation and ensuring compliance with policy guidelines.
- Assist in administration of health insurance schemes, including member enrolment and updates.
- Facilitate member education on policy terms, claims processes, and benefits.
- Handle client queries promptly and escalate complex issues as needed.
- Prepare and reconcile premium payments and maintain accurate records.
- Generate periodic reports for management on scheme performance and client retention.
- Ensure adherence to regulatory requirements and internal policies in all processes.
- Perform any other duty as may be assigned from time to time.
Knowledge, experience, and qualifications required
Academic & Professional Qualifications/Memberships to professional bodies:
- Bachelor's degree in business related field Insurance Option or Actuarial science
- Professional insurance qualifications - ACII/AIIK (additional advantage)
Experience Required:
- At least 2 years of relevant experience in health insurance operations.
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Job purpose:
This position is responsible for ensuring business growth for LIB through marketing of all insurance products and offering support in execution of the business strategy to ensure achievement of set revenue and provision of excellent customer experience.
Key duties and responsibilities:
- Proactive business development through identification of leads and making sales pitches.
- Participate in the introduction of new products through regular visits and frequent communication with intermediaries and direct clients.
- Market general and employee benefits products to potential clients.
- Seek referrals for new clients and pursuits.
- Actively cross sell additional policies on existing accounts.
- Responsible for developing tender register and providing regular updates on progress for decision making by the Supervisors. Assist in providing information for the update of Social Media platforms.
- Assist in providing information on opportunities for branding and marketing of LIB Brand.
- Assist clients in ensuring their claims are not delayed.
- Assist in product development to ensure that products are relevant.
- Perform any other duty as may be assigned from time to time.
Knowledge, experience, and qualifications required
Academic & Professional Qualifications/Memberships to professional bodies:
- Bachelor’s degree in business related field Insurance Option or Marketing options
- Professional insurance qualifications - ACII/AIIK certification
- Professional member of the Chartered Insurance Institute (CH) or Insurance Institute of Kenya
Experience Required:
- At least three (3) years relevant experience in a brokerage insurance company
- Strong skills in preparation and submission of tenders
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The Officer, General Insurance is responsible for managing a diverse portfolio of general insurance products, including but not limited to motor, property, casualty, engineering, and marine lines. This role ensures accurate underwriting and risk assessment to maintain profitability and compliance with regulatory standards.
Key duties and responsibilities:
- Assess the proposed insurance solutions are within set standards.
- Advise clients on any unforeseen risk exposures.
- Make necessary arrangements for risk surveys and assessment of proposed insurable interests before making proposals for client consideration.
- Ensure proper premium computations and timely collections of all premiums.
- Ensure timely debiting of policies in the system.
- Keep detailed and accurate records of policies underwritten and decisions made.
- Maintain high standards of customer service by promptly responding to client (walk-in clients, telephone, and emails) enquiries.
- Liaise with insurance companies on technical underwriting issues relating to client policies.
- Generate renewal registers before reviewing and dispatching renewal notices to clients in a timely manner.
- Collect accurate information and documentation to aid in claims reporting and adjustment.
- Ensure client's claims are settled efficiently and within the agreed TATs after documentation.
- Advice clients on claims handling procedures with possible timelines to final settlement.
- Engage external service providers (garages, assessors) to enhance service delivery
- Communicate to the client the terms of services regarding new business and renewals for all policies.
- Apply the credit control policy by ensuring that debit/credit notes raised are mailed and that they reach the clients/intermediaries within the shortest time possible.
- Liaise with insurance companies to Issue policy documents, endorsements, debit notes / invoices and valuation reports to clients.
- Generate claims registers for corporate clients in a timely manner.
- Ensure timely response to client concerns and flag them for resolution.
- Perform any other duty as may be assigned from time to time.
Knowledge, experience, and qualitications required
Academic & Professional Qualifications/Memberships to professional bodies:
- Bachelor’s degree in business related field either Insurance Option, Business administration/ Management or Marketing options
- Professional insurance qualifications - ACII/AIIK certification
- Professional member of the Chartered Insurance Institute (CH) or Insurance Institute of Kenya
Experience Required:
- At least 3-5 years relevant experience in a similar organization or busy function
Method of Application
If you meet the requirements stipulated for the above position, please write in confidence quoting the position title and reference number on the subject of the email or cover letter on or before 26th December, 2025 at 5.00 pm. Applications including Curriculum vitae, contact email and daytime telephone contacts, current position and remuneration, names and addresses of three referees should be emailed to [email protected].
Only short-listed candidates will be contacted.
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