Caritas Microfinance Bank Limited (Caritas MFB) is one of the fastest-growing microfinance banks in Kenya. Guided by our vision, “The Household Bank that Adds Value to All”, we have remained committed to offering reliable, people-centered financial services that support communities, households, and businesses. Over the years, we have built a reputation as a trusted financial partner dedicated to innovation, inclusion, and sustainable growth.
As part of our expansion strategy, we continue to strengthen our team with competent professionals who share our values of integrity, service, and excellence. In line with this growth, Caritas MFB is pleased to announce career opportunities for qualified individuals. We are currently seeking to fill the following position:
Position: Assistant Bancassurance Officer
Job Overview
The Assistant Bancassurance Officer will be responsible for driving the growth of the Bancassurance business within assigned branches. The role focuses on attracting new insurance business, sustaining existing clients, and ensuring seamless service delivery in line with the Bank’s Bancassurance growth strategy.
The position is best suited for a proactive, creative, and service-oriented individual with a strong grasp of insurance products and customer engagement. The successful candidate will act as a bridge between the Bank and its insurance partners, ensuring clients are well-informed, supported, and satisfied with the insurance services offered.
Key Responsibilities
The Assistant Bancassurance Officer will carry out the following duties and responsibilities:
- Sales and Support of Insurance at Branch Level
- Engage in cross-selling insurance products to banking clients.
- Drive consumer awareness by carrying out sensitization initiatives to help clients understand available insurance solutions.
- Process insurance transactions within defined terms and conditions.
- Support clients with claims advice and assist in preparing necessary documentation.
- Provide Competitive Quotations
- Deliver accurate, timely, and competitive insurance quotations for all product lines.
- Ensure branch clients and prospective customers receive the best options for their insurance needs.
- Conduct Product Training
- Offer continuous product training sessions on Bancassurance offerings for branch staff and potential clients.
- Build capacity within the branches to improve cross-selling and product knowledge.
- Business Retention and Renewals
- Maintain high retention rates of existing clients by monitoring renewals and engaging with customers on a timely basis.
- Pay special attention to high-value clients to ensure long-term business relationships.
- Claims Management
- Keep clients informed about the progress of their claims.
- Act as a liaison between the bank, clients, and insurance companies to ensure smooth processing and resolution.
- Internal Collaboration
- Develop strong working relationships with various branch departments.
- Work closely with Relationship Officers and Credit Analysts to generate leads and convert them into insurance business.
- Customer Service
- Ensure customer inquiries are handled promptly and professionally in line with policies and procedures.
- Provide excellent after-sales service, ensuring clients feel supported throughout their insurance journey.
Qualifications and Experience
To succeed in this role, candidates should possess the following minimum qualifications and competencies:
- A degree in a Business-related field from a recognized university.
- A Certificate of Proficiency (COP) in Insurance or another relevant professional qualification.
- Strong planning and organizational skills, with the ability to work effectively under strict deadlines.
- Excellent communication, presentation, and customer service skills.
- Good knowledge of general insurance products and a working knowledge of life insurance.
- Creative, proactive, and innovative, with a strong drive for results.
- At least two (2) years’ experience in selling Bancassurance or insurance-related products.
Why Join Caritas Microfinance Bank?
Caritas Microfinance Bank is not just a financial institution – it is a community-centered organization that believes in empowering individuals and households. By joining our team, you will have the opportunity to:
- Work in a supportive and inclusive environment that values teamwork, innovation, and integrity.
- Build meaningful relationships with clients while making a tangible difference in their financial lives.
- Access opportunities for personal and professional growth within a fast-growing institution.
- Be part of a bank that is deeply committed to social impact and sustainable growth.
This role is designed for individuals who are passionate about financial inclusion, customer service, and driving results in a dynamic environment.
How to Apply
Interested candidates who meet the requirements outlined above are encouraged to apply.
- Send your application letter and detailed CV to: [email protected]
- Clearly indicate the position title, Assistant Bancassurance Officer, on the subject line of your email.
- The closing date for receiving applications is 19th September 2025.
Please note that only shortlisted candidates will be contacted.
For more details about Caritas Microfinance Bank and our services, kindly visit: www.caritas-mfb.co.ke
Final Note
This is an exciting opportunity for motivated professionals to join one of the most dynamic microfinance banks in Kenya. If you are committed to excellence, have the right skills, and are ready to contribute to the growth of Caritas Microfinance Bank, we encourage you to take the next step in your career journey with us.
