Business Growth: Conserving existing corporate business by providing superior services and making regular visits to clients
Relationship Management: Building strong business relationships with our existing clients and service providers by attending Board of Trustees meetings and Annual general meetings making presentations (administration and guaranteed fund reports).
Statistical Analysis & Returns: Preparing summary/ statistical reports of the Retirement Benefits business & company wide statistics when required. Also preparing returns in respect of the Retirement Benefits schemes as assigned for submission within the timelines provided.
Scheme Compliance: Ensuring all schemes are managed and administered in full compliance of existing legislation.
Investments: Ensuring investment reports are prepared as per the service level standards. Attending clients meeting to explain Jubilee investment philosophy.
Business Compliance: Ensure business is compliant with existing legislations.
Provide leadership to the operations team.
Academic Qualifications
Bachelor’s Degree in Commerce, Finance, Statistics or any other related field
Relevant Professional Insurance Qualifications
Knowledge in investment reporting and corporate financial reporting
Knowledge of legislation governing Retirement Benefits and Insurance business in Kenya
Experience
Minimum of eight (8) years’ relevant experience within the Insurance and Retirement Benefits Industry
