Britam, a leading player in the financial services and insurance sector, is seeking to recruit a Bancassurance Regional Relationship Officer for its operations in Nakuru, Kenya. This is a permanent, full-time role designed to strengthen the organization’s partnerships with bank branches and deliver on its growth and profitability objectives.
The position is critical in ensuring that the company’s bancassurance strategy is executed effectively across the domiciled region. The role holder will lead in managing relationships with bank branches, supporting business acquisition, implementing sales plans, providing training, and ensuring compliance with regulatory requirements. In addition, the position involves facilitating cross-selling of insurance products, maintaining a strong sales pipeline, and delivering sustainable business growth aligned with Britam’s corporate goals.
The officer will be a key link between the company and its bank partners, ensuring mutual value creation through strategic collaboration. This role requires excellent relationship management, strong sales acumen, training facilitation skills, and the ability to adapt to a fast-changing environment while maintaining compliance with internal and external regulatory frameworks.
The job posting was made on 18 August 2025 and will remain open until 25 August 2025. The role is domiciled in Nakuru, Kenya, and is open to applicants with proven experience in bancassurance, relationship management, and sales leadership.
Job Description
Job Title
Bancassurance Regional Relationship Officer
Job Purpose
The purpose of this role is to lead and manage bank branches’ regional relationships within the assigned region, ensuring successful implementation of bancassurance strategies at a regional level. The officer will be responsible for supporting business acquisition across all lines of business including General Insurance (GI), Enterprise Medical Cover (EMC), Life, and Pension products. The role requires ensuring achievement of revenue targets, providing training and support, identifying new partnership opportunities, maintaining compliance with internal and external procedures, and contributing to the company’s growth and profitability goals.
The position is also designed to promote knowledge sharing, facilitate cross-selling of insurance products, and implement innovative sales tactics that strengthen Britam’s market presence in the assigned region.
Key Responsibilities
The duties of the Bancassurance Regional Relationship Officer have been structured into the following focus areas: business acquisition, relationship management, training and knowledge sharing, reporting, and compliance.
1. Business Acquisition and Sales Support
- Work closely with bank branch staff and insurance officers within the region to support acquisition of new business across General Insurance, EMC, Life, and Pension product lines.
- Ensure achievement of set revenue and sales targets through consistent execution of business development initiatives.
- Develop and implement regional sales tactics that are both innovative and effective in driving market penetration and retention.
- Support the repositioning and implementation of new product initiatives and specific strategies as agreed upon by the head office.
- Maintain a healthy and active sales pipeline to facilitate continuous onboarding of new business.
- Provide timely and accurate quotations to bancassurance intermediaries, ensuring delivery within stipulated timeframes.
- Ensure premium payments for closed sales comply with the company’s credit control policy.
- Acquire and retain profitable business in line with acceptable loss ratios and Britam’s risk appetite.
- Influence and drive achievement of sales targets through effective regional relationship management and alignment with bank branch teams.
- Prepare and deliver sales pitches, presentations, and product benefit write-ups as needed to win new clients.
2. Relationship Building and Management
- Build, maintain, and strengthen business relationships with regional bank partners, including business development officers, credit officers, relationship managers, and direct sales teams.
- Actively manage relationships with all bank branch staff to ensure smooth operations and effective delivery of sales targets.
- Foster collaboration and integration with team members, creating a harmonious unit committed to shared vision and direction.
- Remain receptive to constructive feedback and ideas from supervisors, colleagues, and business partners.
- Maintain event calendars for all bank partners within the region to enhance synergy and promote team-building initiatives.
- Ensure route maps and call trees are maintained to facilitate consistent engagement with officers in the region.
- Build and sustain relationships with key customers and service providers within the region.
- Keep accurate and updated records of all partner officers, including their location, contact details, and roles.
- Maintain a detailed activity tracker to ensure all initiatives and engagements are documented and monitored effectively.
3. Training and Knowledge Sharing
- Facilitate empowerment and knowledge-sharing sessions for bank partners on Britam’s products and processes, covering all lines of business.
- Conduct induction training for new bank partner officers to ensure understanding of Britam’s systems, processes, and product offerings.
- Provide product training and client sensitization initiatives to ensure customers are well informed about solutions and services.
- Follow up with customers after product uptake to gather feedback and improve customer satisfaction.
- Ensure continuous capacity building of partner staff to enhance sales performance and product knowledge.
4. Compliance and Risk Management
- Ensure adherence to regulatory requirements and internal procedures in all bancassurance operations.
- Align sales activities with compliance guidelines set by regulators and internal audit frameworks.
- Uphold standards of ethical business conduct in every interaction with clients, partners, and stakeholders.
- Monitor and manage risk exposures within the region, ensuring alignment with Britam’s risk appetite.
5. Reporting and Documentation
- Prepare and submit weekly and monthly reports as required, ensuring adherence to agreed timelines and formats.
- Maintain accurate expense reports and submit them in line with company procedures.
- Track and report sales achievements, training activities, and relationship management initiatives.
- Provide feedback from the region to inform decision-making at the head office level.
6. Additional Responsibilities
- Carry out any other duties as may be assigned from time to time by the company’s management.
- Remain available for deployment to work in any of the six demarcated bancassurance regions in Kenya, depending on organizational needs.
Relationship Management Focus
The role places significant emphasis on maintaining effective working relationships. This includes:
- Ensuring open communication with bank partners to support sales initiatives.
- Integrating effectively with teams to maintain harmony and cooperation.
- Regular engagement with officers across branches through well-maintained call trees and route maps.
- Documenting and updating contact details of all partners to ensure accessibility and accountability.
Training Focus
Training is a vital part of the role. The officer will ensure both induction and ongoing training for partner staff. Customers will also receive necessary guidance on products through structured write-ups, sensitization forums, and after-sales engagement.
Reporting Focus
The role requires regular preparation of reports, covering activities, achievements, and expenses. Reports will guide strategic decisions, measure performance, and ensure transparency across operations.
Work Location
- Primary Location: Nakuru, Kenya
- Organization: Britam
- Contract Type: Permanent, Full-time
- Work Schedule: Day Job
Job Posting and Application
- Job Posting Date: 18 August 2025
- Closing Date: 25 August 2025
- Number of Openings: 1
Conclusion
The Bancassurance Regional Relationship Officer role at Britam represents a unique opportunity for an experienced professional to contribute to the company’s growth in the financial services industry. The position requires strong relationship management, sales strategy execution, training facilitation, and compliance awareness. With its focus on collaboration and strategic growth, this role provides the platform to influence Britam’s bancassurance operations at a regional level.
