Vacancies at Jubilee Insurance

Qualifications:

• A business degree, diploma or its equivalent.
• Diploma in Insurance/COP/valid IRA License.
• 2-5 years' experience in Health Insurance Sales.
• Sales experience in Bancassurance is an added advantage.

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Qualifications:

• A business degree, diploma or its equivalent.
• Diploma in Insurance/COP/valid IRA License.
• 2-5 years' experience in Health Insurance Sales.
• Sales experience in Bancassurance is an added advantage.

go to method of application »

Qualifications:

• A business degree, diploma or its equivalent.
• Diploma in Insurance/COP/valid IRA License.
• 2-5 years' experience in Health Insurance Sales.
• Sales experience in Bancassurance is an added advantage.

go to method of application »

Qualifications:

• A business degree, diploma or its equivalent.
• Diploma in Insurance/COP/valid IRA License.
• 2-5 years' experience in Health Insurance Sales.
• Sales experience in Bancassurance is an added advantage.

go to method of application »

Qualifications:

• A business degree, diploma or its equivalent.
• Diploma in Insurance/COP/valid IRA License.
• 2-5 years' experience in Health Insurance Sales.
• Sales experience in Bancassurance is an added advantage.

go to method of application »

Job Ref. No. JAML031

Role Purpose

The role holder is responsible for leading and executing strategies that enhance customer satisfaction, improve the customer journey, and foster loyalty within the Asset Management Company. This role focuses on analysing customer feedback, optimizing interactions across various touchpoints, and aligning customer experience efforts with the organization’s business objectives. The role holder will also collaborate across departments, develop service standards, and implement initiatives that cultivate a customer-centric culture, ensuring exceptional service delivery at every step.

Strategy

• Develop and implement a comprehensive customer experience strategy aligned with the company’s asset
• management goals.
• Design and oversee quality assurance frameworks that support long-term business sustainability.
• Drive strategic customer-focused initiatives to improve service offerings and enhance client relationships.
• Utilize data analytics to track customer satisfaction trends and make informed strategic decisions.
• Identify opportunities for service innovation and suggest process improvements to increase customer retention.
• Contribute to the company’s strategic plans by embedding customer-centric perspectives.

Operational

• Oversee the day-to-day customer service operations within our service centers and branches, ensuring
• responsiveness and issue resolution.
• Develop and execute customer retention and loyalty initiatives that deepen client relationships, increase satisfaction, and reduce churn.
• Work closely with the marketing team to design programs that reward long-term customers, promote crossselling opportunities, and generate positive referrals.
• Monitor and optimize loyalty programs to maximize their impact on customer retention and long-term engagement.
• Implement and monitor customer satisfaction surveys and feedback mechanisms.
• Establish key performance indicators (KPIs) for both customer experience and quality assurance processes.
• Coordinate customer onboarding and communication processes to ensure consistency and quality.
• Manage a cross-functional team that supports customer experience and quality assurance activities.
• Ensure adherence to regulatory and compliance standards in customer service and operational quality.
• Develop and enforce standard operating procedures (SOPs) for quality and customer service.
• Conduct audits and assessments to measure operational quality and identify areas for improvement.
• Facilitate training programs for staff on best practices for customer engagement and service excellence.
• Report on key customer experience and quality metrics to senior management on a regular basis.
• Oversee the implementation and adherence to the company’s Treating Customers Fairly (TCF) framework,
• ensuring that all customer interactions are transparent, ethical, and fair.
• Lead the management of customer complaints, ensuring a robust complaint resolution process that addresses issues effectively and maintains customer trust.
• Ensure that complaint management policies are followed rigorously, and that corrective actions are implemented when necessary to prevent recurrence.
• Lead initiatives that enhance digital customer experiences within the company’s product offering.
• Create and manage a strategic roadmap for customer engagement and service quality.
• Monitor competitive market practices and trends to refine customer experience initiatives.

Corporate Governance

• Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects of Asset Management.
• 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 best practices to ensure compliance with industry standards
• Adherence to the laws and regulations of Kenya, the policies and regulations within the financial services industry and all internal company policies and procedures.
• Ensuring compliance with applicable statutory and regulatory requirements and establishing mitigation measures against emerging business risks.

Leadership & Culture

• Building the team capabilities and ensuring adequate succession planning within the department
• Fostering a corporate culture that promotes ethical practices and good corporate citizenship while maintaining a conducive work environment.
• Collaborate with cross-functional teams to develop initiatives that promote a positive and inclusive company culture.
• Individualized Development Planning: Create personalized development plans that align with your career aspirations and the organization's objectives.
• Conduct regular performance evaluations, set goals, and provide constructive feedback to team members.
• Identify training and development needs based on performance gaps and take appropriate action.

Key Competencies

• Customer-focused: A deep understanding of customer needs and a relentless focus on improving the customer journey.
• Leadership: Strong ability to lead, motivate, and influence cross-functional teams to deliver a superior customer experience.
• Communication: Exceptional interpersonal and communication skills, capable of engaging with customers, staff, and senior management.
• Problem-solving: Adept at identifying issues and implementing creative solutions that enhance customer satisfaction.
• Technological proficiency: Familiarity with CRM systems, customer service platforms, and data analytics tools.
• Project management: Excellent organizational and project management skills to oversee multiple initiatives simultaneously

Qualifications

• Bachelor's degree in Marketing, Customer Experience, Business Administration, Finance, or a related field.
• Post-Graduate qualification in Customer Experience Management, Quality Assurance, or relevant fields (preferred).
• Professional certifications in Project Management, Six Sigma, or Quality Assurance (advantageous).

Relevant Experience

• At least 5-7 years of experience in customer experience and quality assurance within the financial services or asset management industry.
• Proven track record in managing customer service teams and implementing quality frameworks.
• Experience in overseeing operational processes and driving customer engagement initiatives.
• Prior exposure to regulatory requirements related to financial services and customer data protection.

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Job Ref. No. JAML036

Role Purpose

The Assistant Fund Administrator will play a vital role in supporting the overall operations of the asset management company. The primary purpose of this role is to assist in managing and administering various investment funds while ensuring adherence to regulatory and compliance requirements. The Assistant Fund Administrator will also contribute to the development and maintenance of a strong organizational culture that aligns with the company's values and objectives

Main Responsibilities

• The role is accountable for day-to-day processing of clients’ withdrawals/switch and transfer instructions
• The role will provide seamless and prompt withdrawal/switches updates for continuous and better customer experience.
• Supporting the preparation and distribution of investor reports, fund statements, and other related documents.
• Collaborating with internal teams such as portfolio managers, investment analysts, and compliance officers to ensure accurate and timely execution of transactions.
• Maintaining accurate and up-to-date records of investment transactions, switches, redemptions, and transfers.
• Assisting in the coordination of fund audits and regulatory inspections.

Corporate Governance

• Assisting in ensuring compliance with regulatory requirements, including filing reports with relevant regulatory bodies and responding to queries as necessary.
• Supporting the implementation and maintenance of internal controls and procedures to mitigate operational and compliance risks.
• Assisting in the review and interpretation of regulatory changes and ensuring timely implementation of necessary updates.
• Collaborating with the compliance team to conduct periodic reviews of fund documentation and policies to ensure alignment with regulatory standards.

Culture

• Contributing to the development and maintenance of a positive and inclusive organizational culture.
• Promoting teamwork, collaboration, and open communication within the asset management department.
• Adhering to the company's code of conduct and promoting ethical behavior and professionalism.
• Participating in training and development activities to enhance professional knowledge and skills.

Key Competencies

• Financial acumen: Ability to understand and analyze financial data, including fund statements, performance reports, and valuation methodologies.
• Compliance mindset: Understanding of regulatory requirements and the ability to ensure adherence to internal policies and procedures.
• Teamwork and collaboration: Ability to work effectively within a team, collaborate with cross-functional departments, and build positive relationships.
• Adaptability: Flexibility to adapt to changing priorities and work effectively in a dynamic environment.
• Integrity and ethics: Commitment to upholding the highest ethical standards and promoting a culture of integrity within the organization.
• Problem-solving: Strong analytical and problem-solving skills to identify and resolve operational and compliance issues.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, or a related field.

Relevant Experience

•  2-3 years of experience in Asset Management or investment operations.
   

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Job Ref. No. JAML037

Role Purpose

The Assistant Fund Administrator will play a vital role in supporting the overall operations of the asset management company. The primary purpose of this role is to assist in managing and administering various investment funds while ensuring adherence to regulatory and compliance requirements. The Assistant Fund Administrator will also contribute to the development and maintenance of a strong organizational culture that aligns with the company's values and objectives.

Main Responsibilities

• The role is accountable for day-to-day reconciliation of clients’ accounts with the bank statement and suspense account.
• The role will provide seamless and prompt purchase updates for continuous and better customer experience.
• Supporting the preparation and distribution of investor reports, fund statements, and other related documents.
• Collaborating with internal teams such as portfolio managers, investment analysts, and compliance officers to ensure accurate and timely execution of investment transactions.
• Assisting in monitoring fund expenses, fee calculations, and invoicing.
• Maintaining accurate and up-to-date records of investment transactions, investor subscriptions, redemptions, and transfers.
• Assisting in the coordination of fund audits and regulatory inspections.

Corporate Governance

• Assisting in ensuring compliance with regulatory requirements, including filing reports with relevant regulatory bodies and responding to queries as necessary.
• Supporting the implementation and maintenance of internal controls and procedures to mitigate operational and compliance risks.
• Assisting in the review and interpretation of regulatory changes and ensuring timely implementation of necessary updates.
• Collaborating with the compliance team to conduct periodic reviews of fund documentation and policies to ensure alignment with regulatory standards.

Culture

• Contributing to the development and maintenance of a positive and inclusive organizational culture.
• Promoting teamwork, collaboration, and open communication within the asset management department.
• Adhering to the company's code of conduct and promoting ethical behavior and professionalism.
• Participating in training and development activities to enhance professional knowledge and skills.

Key Competencies

• Financial acumen: Ability to understand and analyze financial data, including fund statements, performance reports, and valuation methodologies.
• Compliance mindset: Understanding of regulatory requirements and the ability to ensure adherence to internal policies and procedures.
• Teamwork and collaboration: Ability to work effectively within a team, collaborate with cross-functional departments, and build positive relationships.
• Adaptability: Flexibility to adapt to changing priorities and work effectively in a dynamic environment.
• Integrity and ethics: Commitment to upholding the highest ethical standards and promoting a culture of integrity within the organization.
• Problem-solving: Strong analytical and problem-solving skills to identify and resolve operational and compliance issues.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, or a related field.

Relevant Experience

• 2-3 years of experience in Asset Management or investment operations.