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Result Area 1: Sales and Marketing

• Drive sales in line with the bancassurance targets.
• Drive profitability of bancassurance sales from new and existing clients.
• Attend to bancassurance customer needs and policy renewals in a timely manner
• Make sure that insurance reconciliations are done on a monthly basis and submitted to the Finance team.
• Ensure that Bancassurance branding materials are adequate and appropriately displayed.
• Work with marketing to drive programs and events to extend the relationships to new prospects.

Result Area 2: Rigor/Compliance

• Ensure all regulatory requirements on bancassurance are met e.g. renewals, informing and ensuring compliance to the Insurance Act
• Ensure that all security held by the Bank on lending facilities are adequately insured
• Work with other departments in ensuring staff dealing with bancassurance are adequately trained
• Provide training support to ensure full understanding of the bancassurance process and procedures
• Provide general support to the sales and marketing team as and when required

Result Area 3: Customer Service

• Be the first point of contact with all third parties relating to bancassurance
• Work with Branch officers to ensure that branch staff manage customer queries and complaints on bancassurance in a timely manner.
• Provide support to outlets and other functions on bancassurance issues
• Interact regularly with internal service providers (staff) to ensure fast and efficient service to customers with respect to bancassurance
• Manage all aspects of bancassurance policy claims