Insurance Specialist
AI summary
Standard Chartered Bank Kenya is hiring an Insurance Specialist in Nairobi to drive bancassurance sales, manage customer value propositions, and support product development. The role involves collaborating with frontline staff, analyzing client financial needs, recommending insurance solutions, and delivering segment-specific training and webinars. The position focuses on growing insurance penetration across client segments while ensuring compliance and brand standards.
- Drive bancassurance sales and customer value proposition management
- Collaborate with frontline staff to identify client financial needs
- Deliver weekly segment-specific webinars with at least 20 clients
- Ensure compliance with bank policies and treating customers fairly standards
- Full-time role based in Nairobi, Kenya
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Not enough public dataNot enough public salary data is available for this exact role. Before applying, prepare to ask about gross pay, benefits, contract length, probation period, transport and any allowances.
Can you qualify for this role?
- UnclearRelated work experienceThe text mentions experience, but the exact level should be confirmed at source.
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in sales, factory, internshipThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in NairobiThe vacancy is associated with this location.
- UnclearComfort with the Full Time contract termsConfirm hours, duration, probation and benefits at the original source.
Documents to prepare
- Likely requiredUpdated CV
- Role specificCover letter or short employer message
- OptionalProfessional references
- Role specificAcademic or professional certificates
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest Insurance Specialist evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to Standard Chartered Bank Kenya and the role in Nairobi.
- Add concrete examples related to sales, factory, internship, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from JobWeb Kenya; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
- Prepare a polite question about pay, benefits and contract terms for later interview stages.
Source and safety check
- JobWeb Kenya
- Original source link available
- Application method is clear
- Deadline not specified
- No major risk signal was detected in the captured text.
Never pay for interviews, shortlisting, medical checks, uniforms, or job placement. Confirm every application at the original source before sharing personal documents. Report suspicious listing.
Interview preparation
- What experience makes you a strong fit for this Insurance Specialist role in sales, factory?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Nairobi under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research Standard Chartered Bank Kenya before the interview.
Ask what the first priorities will be in the role and how success will be measured.
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Original source description
Sales Management:
Collaborate with the frontline staff to meet potential customers and provide professional insurance planning services & presales information.
Analyse customers’ financial situation and identify their financial needs, recommend relevant Insurance solutions to best suit their needs.
Recommend and decide appropriate sales distribution and delivery channels, provide quality after sales – services to maintain the customer relationship & solicit referral business to expand the customer base.
Working closely with frontline staff to optimize the sales results.
Continuous Product training & development across the specific segment.
Manage sales productivity through joint review with segments heads.
Establish a comprehensive sales process for products and services and guide its implementation across all segments and branches.
Support product development & deployment of appropriate systems and procedures to support sales and service for Banca.
Increase in penetration of Insurance products across client segments.
Organize and deliver and present at least one segment specific webinar each week with a minimum of twenty clients. Support may be obtained from ISP or external stakeholders.
Report to segment head daily on team participation
Organize at least one sales meeting and one training meeting weekly for the segment front-liners
Bancassurance Customer Value Proposition (CVP) Management:
Look after and deliver a strong CVP for all bancassurance products.
Work with product managers to identify market growth/ cross-sell opportunities to increase product holdings and improved revenues.
Initiate, execute and manage marketing programmes and strategies in line with business.
Active analysis and review of all customer bases to understand customer profiles, behavioural and lifestyle traits (including product holding mix, revenue contribution, behavioural/ lifestyle analytics) to identify opportunities for increasing customers’ insurance wallet share (total value).
Keeping abreast of market competition, industry practices and best practices to constantly improve on overall business performance.
Ensure brand compliance for all above and below-the-line communication according to Standard Chartered Bank’s local/ global standards and relevant Insurance Partner.
Portfolio Management:
Proper tracking of Bancassurance Products sales (volume/revenue) to ascertain quality, growth trends etc across the support branches/channels.
Proper management of Banca compliance processes that guide sales processes and product management to mitigate mis-selling and ensure ‘Treating Customers Fairly’ applies.
Marketing Management:
Help plan and implement marketing strategies to acquire, expand and retain profitable relationships and grow market share.
Identify target customers’ financial, insurance and service needs: review, recommend and implement products / service offering in liaison with Product Manager.
Provide assistance in directing, motivating, training and coaching sales distribution / delivery staff.
Processes
Establish a comprehensive sales process for products and services and guide its implementation across all segments and branches.
Support product development & deployment of appropriate systems and procedures to support sales and service for Banca.
Increase in penetration of Insurance products across client segments.
People & Talent
Key Talent Themes required for a successful Insurance Specialist:
Motivation: Competitor, Intensity
Influence: Action Orientation, Courage
Work style: Connectivity between Sales & Customer Centricity, Delegator, Planner
Relationship: Accountability, Builder, Contribution, Encourager
Thought Process: Growth Orientation, Performance Orientation
Risk Management & Governance
Ensure internal controls are in place, monitor for compliance, review for changes in systems, policies & regulations.
Fully comply with all policies, procedures, Key Control Standards to achieve satisfactory audit grades in local & Group audits.
KYC / money laundering: Ensure you remain alert to the risk of money laundering and assist in the Bank’s efforts in combating it by adhering to the key principle s in relation to identifying our customer, knowing our customer, reporting suspicious transactions, safeguarding records and not disclosing suspicions to customers.
Support the Business head and Business unit head in driving Operational Risk Framework (ORF) management and compliance effort at the business and unit level respectively.
Regulatory & Business Conduct
Display exemplary conduct and live by the Group’s Values and Code of Conduct.
Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key stakeholders
External
Customers: Engagement and relationship management
Segment General Managers: Segment collaboration/coaching
Branch managers and Team Leaders: Support & partnership to deliver superior customer
Investment Advisors and RMs:
Experience
- Other Wealth Specialists: Consultation / advise to customers
- Country Operations & Technology: Cross sell (based on customer’s needs)
- HR & L&TD: Technology and Operations support on customer requests
- HR & training matters
- Skills and
- Knowledge of insurance products (Life & General)
- Analytical skills
- Sales skills
- Public Speaking – Presentation
- Client Portfolio Management
- Collaboration
- Interpersonal skills
- Qualifications
Education
- Degree in any Business-related field
- Certifications
- Certificate of Proficiency in insurance