Jubilee Insurance Careers

Job Ref. No: JLIL 291

Role Purpose

• The role holder will support the day-to-day operations of intermediary administration, including payroll, commissions, benefits, and addressing intermediary queries. The role holder will also assist in optimizing intermediary experiences through digital platforms, ensure compliance with regulatory requirements, and provide exceptional service to enhance intermediary satisfaction and performance

Main Responsibilities

Strategy

• Contribute to the development of intermediary management strategies that align with organizational objectives.
• Support the implementation of innovative incentive programs to motivate intermediaries and promote business growth.
• Assist in gathering and analyzing data to monitor intermediary performance and identify improvement opportunities.
• Participate in risk mitigation efforts to ensure compliance with regulatory requirements and organizational policies.

Operational

• Payroll Management. Process intermediary payrolls for commissions, incentives, and benefits in a timely and accurate manner. Ensure compliance with internal policies and address any payroll-related discrepancies.
• Commission Administration. Administer commissions and incentives for Retail Life, Corporate Life, and Pensions.
• Address and resolve intermediary queries regarding commission payments promptly.
• Records Management. Maintain accurate and up-to-date records of commissions, payrolls, and benefits. Ensure timely delivery of commission statements and handle corrections within stipulated timelines.
• Customer Query Resolution. Address inquiries and resolve concerns from intermediaries efficiently. Maintain strong relationships with intermediaries and provide exceptional service.
• Support Digital and Optimization Initiatives. Assist in implementing digital solutions and process automation to improve intermediary experiences. Utilize portals for effective communication and service delivery.
• Performance Monitoring. Track and report on intermediary-related KPIs such as payroll accuracy, query resolution time, and satisfaction levels.
• Compliance and Risk Management. Ensure adherence to regulatory and organizational compliance standards.
• Mitigate risks associated with payroll processing and data management.
• Onboarding of independent intermediaries.

Corporate Governance

• Compliance. Stay updated on industry regulations, compliance requirements, and best practices.
• Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures.
• Ensuring compliance with applicable statutory and regulatory requirements and establishing mitigation measures against emerging business risks.
• Implement effective risk management strategies, including appropriate internal controls, to mitigate operational, financial, and regulatory risks.

Culture

• 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.

Key Competencies

• Technical Skills. Proficiency in payroll and commission systems. Understanding of regulatory requirements in the insurance industry.
• Data analysis and reporting capabilities.
• Soft Skills. Strong communication and interpersonal skills. Problem-solving and decision-making abilities. Detailoriented with strong organizational skills. Customer-centric approach to service delivery.
• Technology Proficiency. Familiarity with digital platforms for intermediary communication and administration.
• Basic knowledge of automation tools and processes.

Academic Background & Relevant Qualifications

• Bachelor’s degree in Insurance, Finance, Business, or a related field.
• CPA-K, ACCA, Diploma in Insurance, LOMA, CII, IIK certification (preferred).
• Minimum of 2-4 years of experience in intermediary management or a related role within the insurance industry.
• Familiarity with commission and payroll processes.
• Knowledge of life insurance and pension products.

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 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.