Jubilee Insurance Careers

Role Purpose

The role-holders will supervise and coordinate all aspects of an Agency sales workstream. The role holder will develop strategies and lead the initiatives to meet and grow the sales productivity, headcount, training, recruitment and culture.

The role holder will report to the Head of Retail Life - Agency Sales and will be supported to grow a viable agency to expand Jubilee Life market share in Kenya.

Main Responsibilities

• Achieve the set Agency’s new business sales budget in terms of Number of Policies and Annualized premium.
• Meet set Agency’s business retention and persistency ratios.
• Meet the resource complement of the Agency by sourcing for Sales Managers and coordinating the recruitment and training of a team of Financial Advisors.
• Ensure that the team of Sales Managers and Financial Advisors meet set targets in terms of new business production and persistency ratios.
• Develop relationships with key stakeholders that will enable our sales team to access markets and make sales presentations in corporate entities, check off institutions, or camping sites.
• Supervise, motivate and assist the team of Sales Managers and Financial Advisors to achieve their Key Performance
• Indicators (KPIs) by agreeing and setting the KPIs and evaluating performance regularly.
• Promote the organization, its products and services to new and current clients and position the brand in the region.

Key Competencies

• Ability to recruit, train, and develop a high-performing sales team.
• Deep understanding of sales processes, negotiation techniques, and market dynamics.
• Proven track record of achieving and exceeding sales targets.
• Ability to open new markets and lead teams in driving sales in new market segments
• Strong communication, interpersonal and team building skills.
• Ability to solve problems with strong customer service and relationship management skills.

Academic Background & Relevant Qualifications

The basic requirements and qualifications should include but are not limited to:

• Minimum Age of – 35 years
• A Degree or Diploma as minimum level of education.
• Education – O-Level Minimum grade C plain
• ACII/AIIK or COP (Insurance) Certification and registration with IRA
• Min 5 Years’ experience in Sales Management
• Certification in Sales Management and IT Skills will be an added advantage

Role Purpose

The role-holders will supervise and coordinate all aspects of an Agency sales workstream. The role holder will develop strategies and lead the initiatives to meet and grow the sales productivity, headcount, training, recruitment and culture.

The role holder will report to the Head of Retail Life - Agency Sales and will be supported to grow a viable agency to expand Jubilee Life market share in Kenya.

Main Responsibilities

• Achieve the set Agency’s new business sales budget in terms of Number of Policies and Annualized premium.
• Meet set Agency’s business retention and persistency ratios.
• Meet the resource complement of the Agency by sourcing for Sales Managers and coordinating the recruitment and training of a team of Financial Advisors.
• Ensure that the team of Sales Managers and Financial Advisors meet set targets in terms of new business production and persistency ratios.
• Develop relationships with key stakeholders that will enable our sales team to access markets and make sales presentations in corporate entities, check off institutions, or camping sites.
• Supervise, motivate and assist the team of Sales Managers and Financial Advisors to achieve their Key Performance
• Indicators (KPIs) by agreeing and setting the KPIs and evaluating performance regularly.
• Promote the organization, its products and services to new and current clients and position the brand in the region.

Key Competencies

• Ability to recruit, train, and develop a high-performing sales team.
• Deep understanding of sales processes, negotiation techniques, and market dynamics.
• Proven track record of achieving and exceeding sales targets.
• Ability to open new markets and lead teams in driving sales in new market segments
• Strong communication, interpersonal and team building skills.
• Ability to solve problems with strong customer service and relationship management skills.

Academic Background & Relevant Qualifications

The basic requirements and qualifications should include but are not limited to:

• Minimum Age of – 35 years
• A Degree or Diploma as minimum level of education.
• Education – O-Level Minimum grade C plain
• ACII/AIIK or COP (Insurance) Certification and registration with IRA
• Min 5 Years’ experience in Sales Management
• Certification in Sales Management and IT Skills will be an added advantage

Role Purpose

• The Human Resource Intern will provide support across all Human Resources functions, gaining exposure to the entire employee life cycle. This is an excellent opportunity to gain practical experience in a professional HR environment, contributing to key Jubilee Health Human Resource activities.

Key Responsibilities

Talent Acquisition and Recruitment

• Assist with drafting and posting job advertisements on various platforms.
• Schedule interviews and coordinate with candidates and interview panels.
• Support onboarding activities, including preparing induction materials and documentation.

Employee Relations and Engagement

• Assist in organizing employee engagement events and initiatives.
• Support communication efforts for HR announcements.
• Maintain accurate employee records.

Learning and Development

• Coordinate logistics for training sessions, including booking venues, preparing materials, and managing attendance.
• Assist in maintaining training records.

 Compensation and Benefits

• Support the HR team in collating monthly payroll inputs.
• Assist with benefits administration, including employee enrolment and queries.

HR Operations and Administration

• Update and maintain employee records and HR databases to ensure accuracy and compliance.
• Prepare HR documentation, including employment contracts, offer letters, and policies.
• Assist with audits of employee files and HR systems.
• Input and update employee data in the HRMIS system.
• Collaborate with the HR team to ensure data integrity and accuracy in the system.

Key Skills and Competencies

• HRMIS proficiency
• Basic understanding of labour laws and compliance
• Communication, Interpersonal, Organisational skills
• Attention to detail
• Confidentiality
• Project coordination
• Innovative thinking

Academic Qualifications

• Completed a degree in Human Resources.

 Relevant Experience

•  Prior internship or work experience in Human Resources is an added advantage

Job Ref. No. JAML041

Role Purpose

The Senior Research Analyst in Investments plays a crucial role in supporting Jubilee Asset Management by providing comprehensive research, market analysis, and insights that inform the company’s investment strategies. This role involves rigorous data gathering, financial modelling, and analysis of trends to optimize the performance of investment portfolios and enhance decision-making across the organization.

Strategy

• Strategic Research Planning: Lead the development of a long-term research strategy that aligns with the company’s investment objectives and goals.
• Market Forecasting: Provide strategic forecasts and predictions regarding future market trends and investment opportunities based on in-depth analysis.
• Innovation in Research Methods: Continuously improve and innovate the research methodologies to ensure that the firm remains competitive in the market.
• Strategic Partnerships: Build and maintain relationships with external research firms, industry experts, and data providers to leverage external insights and information.
• Thought Leadership: Act as a thought leader by providing strategic research insights to senior management and external stakeholders.
• Benchmarking: Continuously review and assess the company’s investment performance against industry benchmarks and advise on strategies to maintain a competitive edge.

Operational

• Market Research: Conduct thorough research on local and global financial markets, including equities, fixed income, commodities, and alternative investments.
• Data Analysis: Analyze large sets of financial data and economic indicators to provide actionable insights for investment decisions.
• Financial Modeling: Build and maintain sophisticated financial models to forecast economic trends, evaluate investment risks, and assess the financial performance of various asset classes.
• Report Generation: Prepare detailed investment research reports, including market outlooks, sector analysis, and recommendations for portfolio managers.
• Sector-Specific Research: Focus on industry-specific research (e.g., healthcare, technology, energy) to provide deep-dive insights into investment opportunities within those sectors.
• Quantitative Analysis: Use quantitative techniques and statistical tools to analyze financial markets and identify investment opportunities.
• Monitoring Macroeconomic Trends: Track and analyze macroeconomic indicators such as inflation, interest rates, and GDP growth, providing insights on how these factors affect the investment landscape.
• Risk Analysis: Conduct risk assessments to identify potential market risks and propose strategies to mitigate them.
• Compliance Reporting: Ensure that all research adheres to the regulatory frameworks governing investments and corporate governance policies.
• Collaboration with Investment Teams: Collaborate with portfolio managers, junior analysts, and the wider investment team to provide research support that enhances the overall portfolio performance.

Corporate Governance

• Adhere to all corporate governance policies, ensuring transparency, accountability, and integrity in the research process.
• Ensure compliance with industry regulations and guidelines, including those related to research ethics and conflict of interest management.
• Collaborate with the compliance and risk teams to ensure research activities are conducted within regulatory frameworks and best practices.

People and Culture

• Foster a culture of continuous improvement, collaboration, and knowledge-sharing within the research and investment teams.
• Act as a mentor to junior analysts, providing guidance and support to enhance their research skills and career development.
• Champion diversity and inclusion within the team, promoting a collaborative and respectful work environment.
• Lead by example in upholding the firm’s values of excellence, innovation, and integrity in all research activities.

Key Competencies

• Deliver detailed and actionable research insights that drive investment decisions.
• Provide leadership in the development of research processes and the management of junior analysts.
• Present research findings and recommendations to the investment committee and senior management.
• Ensure that research outputs align with the company’s strategic objectives and investment philosophy.
• Develop and maintain a research database for tracking industry-specific and macroeconomic trends.
• Collaborate with portfolio managers to ensure research insights are effectively incorporated into portfolio strategies.

Qualifications

• Bachelor’s degree in Finance, Economics, Statistics, or a related field.
• CFA Charter holder or relevant research certifications (preferred).
• Relevant certifications in financial research or analysis.

Relevant Experience

• Minimum 3-4 years of experience in investment research, financial analysis, or a related field.
• Proven experience conducting research across multiple asset classes and industries.
• Experience with quantitative analysis and financial modeling.
• Background in working with institutional clients and presenting research findings.
• Demonstrated experience in a regulated financial environment.

Job Ref. No. JAML040

Role Purpose

The Senior Investment Analyst will be responsible for conducting in-depth market research, financial analysis, and providing strategic insights for the management of investment portfolios. This role involves both operational and strategic functions, requiring the ability to work cross-functionally within a collaborative culture, contributing to decision-making processes at the highest levels.

Strategy

• Strategic Input: Contribute to the development of long-term investment strategies and goals that align with the company’s objectives and the evolving market environment.
• Market Analysis: Provide forward-looking analysis on market conditions and identify emerging trends that can influence investment strategy.
• Client Advisory: Assist in developing tailored investment strategies for key clients, providing insights into risk management and potential growth opportunities.
• Thought Leadership: Present thought leadership on investment trends and strategic shifts to senior management and clients.
• Investment Strategy Development: Lead the development of new investment products and strategies aimed at expanding the company's portfolio and client offerings.
• Benchmarking: Ensure that investment performance benchmarks are continuously evaluated and adjusted to maintain competitiveness.

Operational

• Performance reporting: Prepare and present periodic Client investment performance and macroeconomic outlook reports in line with the Clients' mandates.
• Business development: Prepare investment proposals and macroeconomic outlook reports to support the business development department engage prospective Clients.
• Investment Research and Analysis: Conduct detailed research on equities, fixed income, and other asset classes to support investment decision-making.
• Financial Modeling: Develop and maintain financial models to forecast market trends and evaluate potential investments.
• Portfolio Management: Monitor portfolio performance, assess risk, and propose adjustments to optimize returns in line with the investment strategy.
• Data Collection and Reporting: Gather financial data from various sources, analyze key trends, and present reports to the investment committee and stakeholders.
• Asset Valuation: Perform valuations of investment assets and present findings to senior management and clients.
• Risk Assessment: Analyze market, credit, and liquidity risks associated with different investment strategies.
• Investment Documentation: Prepare and update investment documentation, including investor reports, market updates, and investment strategy proposals.
• Regulatory Compliance: Ensure that all investments comply with relevant regulatory standards and corporate governance practices.
• Client Management: Work closely with institutional and retail clients to understand their investment needs, provide advisory services, and deliver customized investment solutions.
• Support Investment Strategies: Collaborate with the portfolio managers and the broader investment team to implement and monitor investment strategies.

Corporate Governance

• Ensure all investment operations adhere to the company's governance policies, including risk management frameworks, reporting standards, and compliance with regulatory requirements.
• Contribute to the ethical management of investment portfolios, ensuring that all actions reflect the company’s integrity and fiduciary responsibilities.
• Work closely with the risk and compliance teams to maintain transparency and accountability in all investment decisions.

People and Culture

• Promote a culture of excellence, collaboration, and ethical investment within the team.
• Encourage knowledge-sharing and continuous learning among team members.
• Support the company’s diversity and inclusion initiatives by fostering an inclusive work environment.
• Lead by example by embodying the company’s core values in day-to-day operations and strategic thinking.

Key Competencies

• Strong analytical and problem-solving skills.
• Excellent financial modeling and forecasting abilities.
• Deep knowledge of equity and fixed income markets.
• Exceptional communication skills, both written and verbal.
• Ability to work collaboratively in a fast-paced environment.
• Strong attention to detail and adherence to deadlines.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• CFA Charter holder or equivalent qualification (preferred).
• Relevant certifications in financial analysis or investment management.

Relevant Experience

• At least 3-4 years of experience in investment analysis, portfolio management, or related roles.
• Experience in managing institutional client relationships.
• Proven track record of conducting investment research and providing actionable insights.
• Strong background in financial modeling, asset valuation, and risk assessment.
• Prior experience working in a regulated financial environment.
   

Job Ref. No. JAML038

Role Purpose

The role holder will be responsible for developing creative assets and generating content to support execution of marketing strategies to promote Asset Management products, enhance brand visibility, and maintain brand consistency to contribute to the overall success of the marketing function.

Operational
Creative Design:

• Develop visually compelling designs for a variety of platforms including marketing materials, websites, social media, and print collateral.
• Create graphic elements that align with brand guidelines and effectively communicate the intended message.
• Brainstorm and conceptualize design ideas tailored to specific project requirements.
• Design layouts for print and digital media, considering balance, hierarchy, and user experience, while meeting specifications and quality standards.
• Ensure consistency and adherence to brand guidelines across all design elements.
• Contribute to the development and maintenance of brand identities, including logos, color schemes, and typography.
• Collaborate with cross-functional teams including marketing, vendors, and developers to meet project requirements and deliver impactful designs.
• Incorporate constructive feedback into design iterations to refine outputs.
• Manage project timelines effectively, ensuring deadlines are met without compromising quality.
• Maintain organized design files and documentation for team access.

Content Marketing:

• Develop engaging, high-quality content (text, images, videos) for platforms such as Facebook, Twitter, Instagram, LinkedIn, TikTok, and the company website.
• Manage and maintain the content calendar, ensuring timely and consistent posting.
• Engage with the audience by monitoring and responding to comments and messages on social media platforms.
• Design and optimize email campaigns to boost engagement and conversion.

Corporate Governance

• Adhere to all regulatory and internal policies, ensuring compliance in all aspects of service.
• Stay informed of industry’s best practices and regulatory changes to maintain compliance.
• Ensure alignment with statutory and regulatory requirements and mitigate emerging risks.

Culture

• Foster a positive and inclusive corporate culture that promotes teamwork, collaboration, and ethical practices.
• Participate in cross-functional initiatives that contribute to a positive work environment and uphold the values of good corporate citizenship.
• Contribute to a supportive and growth-oriented atmosphere, adhering to the company’s values and culture.
• Engage in individualized development planning to enhance personal growth and career progression within the organization.

Key Competencies

• Creativity: Ability to think outside the box and translate ideas into visually compelling designs.
• Attention to Detail: Ensure precision in design work and maintain brand consistency.
• Communication: Clearly articulate design concepts and incorporate feedback into revisions.
• Collaboration: Work effectively with internal teams and external partners.
• Adaptability: Ability to adjust design styles to fit different platforms and marketing needs.

Qualifications

• Bachelor’s degree in Marketing, Communications, Business, Finance or any other related course.

Relevant Experience

• Experience with Adobe Illustrator / Photoshop / After Effects/ InDesign
• Experience with video editing software (e.g. Adobe Premiere, Final Cut Pro)
• Minimum 1-2 years’ experience in similar role
• Good knowledge of investment products, policies, and regulations

Job Ref. No: JHIL131

Role Purpose

The Human Resources Officer is responsible for assisting in the day-to-day operations of the HR department, including recruitment, employee relations, performance management, compliance, and other HR functions. The role involves ensuring the effective implementation of HR policies and procedures, maintaining employee records, and providing support to employees and management.

 Main Responsibilities

Recruitment and Selection:

• Coordinate and manage the recruitment process, including job postings, resume screening, interview scheduling, and candidate communications.
• Conduct initial interviews and participate in the selection process.
• Prepare and send offer letters, employment contracts, and new hire documentation.
• Conduct new employee orientations and onboarding processes.

Employee Relations:

• Act as a point of contact for employee queries and issues, providing advice and support as needed.
• Mediate and resolve employee conflicts and grievances in a fair and timely manner.
• Promote a positive and inclusive workplace culture.

Performance Management:

• Assist in the implementation and administration of performance appraisal systems.
• Support managers in conducting performance reviews and setting development goals for employees.
• Track and document employee performance and provide feedback.

Compliance and Record Keeping:

• Ensure compliance with labor laws and regulations.
• Maintain accurate and up-to-date employee records and HR databases.
• Prepare reports on HR metrics and activities for management review.

Training and Development:

• Identify training needs and assist in organizing training and development programs.
• Support the implementation of employee development plans.
• Evaluate the effectiveness of training programs and suggest improvements.

HR Policies and Procedures:

• Assist in the development and implementation of HR policies and procedures.
• Communicate and explain HR policies to employees and ensure adherence.
• Participate in policy reviews and updates.

 Benefits Administration:

• Assist in the administration of employee benefits programs, including health insurance, retirement plans, and leave policies.
• Address employee inquiries regarding benefits and assist with enrollment and claims processes.

Key Skills and Competencies

• Strong understanding of HR principles and practices.
• Excellent communication and interpersonal skills.
• Ability to handle confidential information with discretion.
• Strong organizational and time management skills.
• Proficiency in HR software and Microsoft Office Suite.
• Knowledge of labor laws and regulations.

Personal Attributes:

• High level of integrity and professionalism.
• Ability to work independently and as part of a team.
• Strong problem-solving skills and attention to detail.
• Ability to adapt to changing priorities and handle multiple tasks simultaneously.

Qualifications

• Bachelor’s degree in human resources, Business Administration, or a related field.

 Relevant Experience

• Minimum two to three years’ experience in a similar role. Experience in recruitment, employee relations, and HR administration is a must.

Job Ref. No. JAML032

Role Purpose

The Assistant Manager, Fund Administration is responsible for overseeing fund operations, including investment withdrawals, investment processing, investment trade execution, reconciliations, and ensuring compliance with regulatory and internal governance standards. The Assistant Manager, Fund Administration will play a pivotal role in ensuring the seamless administration of investment funds within the Asset Management Company and also be responsible for preparing comprehensive reports for Management, ensuring regulatory compliance, and fostering collaboration between internal teams to deliver accurate and timely investor services. They will also monitor fund expenses, manage fee payments, and ensure operational risks are proactively managed in alignment with company objectives.

Strategy

• Develop and implement fund administration strategies aligned with overall business objectives.
• Provide strategic input into the design of fund products and services.
• Utilize data and analytics to track fund performance and identify process improvements.
• Support strategic initiatives related to fund structuring and portfolio management.
• Drive digital transformation efforts to enhance operational efficiency.

Operational

• Compile, analyze, and prepare detailed fund administration reports for presentation to the management committee.
• Ensure that the reports provide insights into fund performance, compliance status, investor activities, and key operational metrics. Present recommendations and actionable strategies based on report findings to support executive decision-making.
• Ensure full compliance with all regulatory requirements, filing mandatory reports with relevant regulatory bodies (e.g., Capital Markets Authority) and trustees.
• Liaise with regulatory authorities to ensure timely responses to any queries or information requests.
• Stay up to date with evolving legal and regulatory frameworks affecting fund administration and update internal processes accordingly.
• Oversee the preparation and distribution of investor reports, fund statements, and other related documents to all relevant stakeholders in a timely and accurate manner.
• Ensure that investor queries are addressed promptly and professionally, maintaining a high standard of client service.
• Work closely with portfolio managers and investment analysts to ensure all fund investment transactions are accurately and timely updated.
• Collaborate with the finance team to track and record cash flows, including capital calls and distributions, ensuring proper allocation across investor accounts.
• Monitor all fund-related expenses, ensuring the accurate calculation of management and performance fees.
• Manage invoicing and oversee the timely payment of fees to custodians, trustees, auditors, and the fund manager.
• Conduct periodic reviews to ensure that all fund fees align with regulatory standards and contractual obligations.
• Maintain accurate and up-to-date records of all investment transactions, including subscriptions, redemptions, switches, and transfers across different funds.
• Implement processes that guarantee the timely execution and settlement of transactions, ensuring compliance with regulatory and internal guidelines.
• Develop, monitor, and continuously review the operational risk framework, ensuring that controls and procedures are in place to mitigate risks related to fund administration.
• Implement risk assessment mechanisms to identify potential gaps in fund operations and suggest corrective measures.
• Regularly review audit findings and ensure that identified issues are promptly addressed and resolved.
• Continuously assess and improve fund administration systems, ensuring that processes are efficient, scalable, and in line with the latest technological advancements.
• Lead initiatives to automate reporting and transaction monitoring processes, improving overall accuracy and reducing operational risks.
• Build and maintain strong relationships with external service providers, including custodians, fund administrators, and auditors, to ensure smooth fund operations.
• Represent the company in meetings with external stakeholders, demonstrating a strong understanding of fund administration processes and regulatory requirements

Corporate Governance

• Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects of Asset Management.
• Implement and uphold robust data protection and privacy practices, safeguarding customer information and ensuring confidentiality.
• Participate in audits and internal control assessments, addressing any identified gaps or issues promptly.
• Compliance: Stay updated with insurance regulations and best practices to ensure compliance with industry standards
• Adherence to the laws and regulations of Kenya, the policies and regulations within the financial services industry and all internal company policies and procedures.
• Ensuring compliance with applicable statutory and regulatory requirements and establishing mitigation measures against emerging business risks.

Leadership & Culture

• Building the team capabilities and ensuring adequate succession planning within the department
• Fostering a corporate culture that promotes ethical practices and good corporate citizenship while maintaining a conducive work environment.
• Collaborate with cross-functional teams to develop initiatives that promote a positive and inclusive company culture.
• Individualized Development Planning: Create personalized development plans that align with your career aspirations and the organization's objectives.
• Conduct regular performance evaluations, set goals, and provide constructive feedback to team members.
• Identify training and development needs based on performance gaps and take appropriate action.

Key Competencies

• Analytical skills: Ability to analyze financial data and produce actionable reports.
• Attention to detail: Meticulous in monitoring fund transactions, expenses, and reporting.
• Regulatory knowledge: Well-versed in local and international regulatory requirements for fund administration.
• Interpersonal skills: Strong ability to collaborate with internal and external stakeholders.
• Problem-solving: Proactive approach to identifying operational issues and implementing solutions.
• Technological acumen: Familiarity with fund administration software and a willingness to drive system improvements.

Qualifications

• Bachelor’s Degree in Finance, Accounting, Economics, or a related field.
• Professional certifications in, ACCA, CFA, or equivalent (preferred).

Relevant Experience

• 5-7 years of experience in fund administration, asset management, or financial services.
• Experience in handling investment withdrawals, trade settlements, and reconciliations.
• Proven track record of compliance with regulatory and industry standards.
• Experience in managing operational risk and implementing internal controls.
• Familiarity with fund accounting systems and reporting tools.
   

Job Ref. No. JHL028

Role Purpose

• The role holder will primarily monitor and manage costs within the organization, ensuring that expenses are effectively controlled and aligned with budgetary guidelines. The role holder will also analyze financial data, identify cost-saving opportunities, and implement strategies to optimize expenditures.

Main Responsibilities

Strategy

• Cost Optimization: Continuously monitor and analyse cost performance against established benchmarks, targets, and industry standards.
• Risk Management: Collaborating with relevant stakeholders to develop risk mitigation strategies, ensuring that potential risks are identified, evaluated, and addressed proactively.
• Performance Monitoring and Analysis: Continuously monitoring and analyzing cost performance against agreed internal milestones and targets
• Process Improvement and Automation: Identifying opportunities to streamline cost control processes and improve efficiency through automation and technology.
• Budget Planning and Forecasting: Working closely with finance and operational teams to develop realistic budgets and forecasts that align with strategic objectives.
• Continuous Improvement and Best Practices: Proactively seek opportunities for continuous improvement in cost control processes, tools, and methodologies. Implement industry-leading practices and benchmarking against competitors to maintain a competitive advantage.

Operational

• Regularly review cost data, identify cost drivers, and investigate any significant cost variances or deviations from budgeted targets.
• Prepare and present timely and accurate cost reports to relevant stakeholders, such as management, department heads, or project teams.
• Assist in the development of project budgets by providing cost estimates, analysing resource requirements, and considering potential risks or contingencies.
• Implement cost control measures to optimize operational expenditures and minimize waste by identifying areas of inefficiency, recommending process improvements, and working closely with operational teams to develop and implement cost-saving initiatives.
• Collaborate with procurement and inventory management teams to ensure optimal inventory levels while minimizing carrying costs.
• Ensure compliance with financial regulations, internal control procedures, and auditing requirements related to operational costs.
• Collaborate with operational teams to implement process improvements, standardize procedures, and eliminate nonvalue-added activities.

Corporate Governance

• Ethical Conduct and Confidentiality: Upholding high ethical standards and maintaining the confidentiality of sensitive financial information.
• Compliance with Policies and Procedures: Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures.
• Audit and Compliance Support: Providing necessary documentation, explanations, and reconciliations to auditors to ensure compliance with auditing requirements. Addressing audit findings and implementing corrective actions as necessary.

Leadership and Culture

• Building the team capabilities and ensuring adequate succession planning within the department
• Fostering a corporate culture that promotes ethical practices and good corporate citizenship while maintaining a conducive work environment.
• Collaborate with cross-functional teams to develop initiatives that promote a positive and inclusive company culture.
• To provide the much-needed transformational leadership to meet and surpass the expectations of stakeholders. Train on cost control methodologies, financial analysis, systems, and industry best practices.

Key Competencies

• Leadership: Ability to lead and motivate a team, driving high performance and fostering a collaborative work environment.
• Strategic Thinking: Capacity to develop and implement strategies and policies to optimize cost control processes.
• Analytical Skills: Strong analytical and problem-solving skills to assess complex cost control issues and identify solutions.
• Relationship Management: Excellent interpersonal and communication skills to build and maintain relationships with internal and external stakeholders.
• Financial Acumen: Understanding of financial principles and budget management to effectively manage costs and budgets.
• Regulatory Compliance: Knowledge of insurance regulations and compliance requirements.
• Process Improvement: Ability to identify opportunities for process optimization and implement improvements to enhance efficiency and effectiveness.

Qualifications

• Bachelor's degree in finance or relevant field.
• Diploma in Insurance
• CPA(K) or ACCA Qualification
• Master’s Degree in a Business-related course will be an added advantage.

Relevant Experience

• Minimum of 5 years’ experience with a focus on Finance.
• Demonstrated experience of working with diverse stakeholders to deliver results.
• Proven track record of successfully implementing strategic cost control initiatives.