BDO, Bancassurance-Health Job Liberty Life

Looking for a sales & marketing job in Kenya? Liberty Life is hiring a Bancassurance-Health BDO skilled in health insurance sales, relationship management, and business growth.

Job Summary

• The role holder will be responsible for driving the growth and profitability of the health insurance portfolio through bancassurance partnerships by implementing sales strategies, strengthening relationships with partner banks, ensuring quality business acquisition and delivering efficient customer service in line with company policies, underwriting guidelines and regulatory requirements.

Key Responsibilities

• Drive achievement of annual, quarterly and monthly health insurance premium targets through bancassurance channels.
• Identify, negotiate and close new business opportunities within partner bank customer segments in line with company underwriting and quality guidelines.
• Promote health insurance products through branch visits, activations, presentations and joint marketing initiatives with partner banks.
• Build and maintain strong relationships with bank branches, relationship managers and other stakeholders to enhance business growth and customer retention.
• Support bank staff through continuous product training, lead generation support, cross- selling initiatives and conversion of prospects into business.
• Prepare and provide accurate quotations and ensure timely processing, issuance, endorsements and renewals of policies.
• Facilitate onboarding of clients by ensuring complete documentation, accurate customer information and compliance with underwriting requirements.
• Liaise with underwriting, claims, operations, ICT and other internal departments to ensure efficient service delivery and customer satisfaction.
• Guide clients and bank staff on claims procedures, follow up on claims processing and resolve customer queries and complaints promptly.
• Monitor portfolio performance, customer preferences, market trends, retention levels and productivity to identify growth opportunities and improve service delivery.
• Ensure compliance with company policies, insurance regulations, KYC, AML, data protection, Treat Customers Fairly (TCF) and credit control requirements.
• Maintain proper documentation and ensure engagement only with properly licensed and compliant bancassurance partners.
• Prepare timely and accurate sales, portfolio and performance reports and provide recommendations for continuous improvement.
• Build and maintain strong knowledge of health insurance products, market developments and competitor activities to support business growth.
• Leverage synergies with other business units and group companies to maximize revenue opportunities.

Qualifications

• Bachelor’s degree in Marketing, Insurance, Economics, Actuarial Science or other business-related discipline
• Progress towards Diploma in Insurance (ACII or AIIK), (at least 3 papers or equivalent)

Experience

• At least two (2) years’ experience in the insurance industry
• Demonstrated success in insurance sales and business development

Competencies

• Customer, market and competitor understanding
• Knowledge of insurance industry and concepts
• Knowledge of insurance regulatory requirements
• Knowledge of medical underwriting processes, procedures and concepts
• Negotiation skills
• Business management skills
• Excellent analytical skills
• Excellent organizational and stakeholder management skills

How to Apply

If you meet the above requirements, you are encouraged to forward your application and updated CV to vacancies@heritage.co.ke by 12th July 2026. Clearly state the job title on the subject heading.