Job Description
Finance Jobs, Jubilee Insurance Jobs.
Main Responsibilities
Strategy
- Execute the strategic client service and retention plan for the Corporate Life & Pensions Division under the guidance of the Team Leader.
- Support the implementation of business growth initiatives by identifying cross-selling and upselling opportunities across pension and investment products.
- Conduct market intelligence on pension and investment trends to inform client engagement and investment communication strategies.
- Support management in analyzing client portfolios to enhance service efficiency and strengthen business relationships.
Relationship Management
- Serve as the primary point of contact for assigned pension scheme clients, trustees, and members, ensuring consistent, timely, and professional communication.
- Coordinate onboarding for new schemes and ensure compliance with documentation and RBA requirements.
- Facilitate member education sessions, trustee meetings, and client briefings to promote awareness and confidence in Jubilee Life’s products and services
- Maintain proactive client communication through periodic updates, newsletters, and feedback sessions.
- Develop and nurture long-term relationships with corporate clients, enhancing retention and satisfaction levels.
Operational Excellence
- Collaborate with internal departments (Pension Operations, Finance, Legal, IT) to ensure efficient service delivery,
- query resolution, and timely response to client requests.
- Monitor contribution collections, benefit processing, and reconciliations in coordination with relevant teams to meet agreed turnaround times.
- Support the preparation and review of scheme reports, benefit statements, and other client deliverables.
- Maintain accurate and up-to-date client records, service logs, and meeting documentation in line with operational policies.
- Coordinate with external administrators and auditors to ensure timely submission of reports and compliance
- Skills and Competency Development Index: 100% compliance with your training plan annually to support personal
- and professional growth, ensuring alignment with career paths and future challenges.
- Cultural Alignment Index (CAI): Attain the Company’s CAI target score by embedding Jubilee’s values (e.g., innovation, teamwork, excellence) into project execution and team dynamics.
- Conflict Resolution: Address interpersonal or project-related conflicts constructively, maintaining team morale and focus on shared goals.
- Resource Advocacy: Communicate needs (e.g., tools, training, support) to supervisors to ensure personal and team success.
Key Competencies
- Relationship Management & Stakeholder Engagement
- Investment Awareness & Analytical Thinking
- Customer Service Orientation
- Report Writing & Presentation Skills
- Knowledge of Pension Regulations and RBA Guidelines
- Attention to Detail & Data Accuracy
- Teamwork and Collaboration
- Ethical Integrity and Professionalism
Academic Background & Relevant Qualifications
- Bachelor’s degree in Business Administration, Finance, Economics, or Actuarial Science from a recognized institution.
- Professional certifications in pensions, financial planning, or customer relationship management (e.g., CRM, TDPK, CII, CIFA, CISI, or RBA-accredited programs) are highly desirable.
- A Master’s degree will be an added advantage.
- Minimum of 4–6 years of experience in client relationship management, preferably within life insurance, pension administration, or fund management.
- Demonstrated experience in managing institutional clients, pension schemes, or investment accounts.
- Proven track record in client reporting, investment communication, and regulatory compliance.
- Strong analytical and problem-solving abilities with attention to accuracy and detail.
How to Apply
If you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting the Job Reference Number and Position by 23rd November 2025. Only shortlisted candidates will be contacted
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