PURPOSE OF THE POSITION:
The position is responsible for:

Business growth/development of pensions and annuity portfolios by acquiring business and opening markets that drive growth of pensions and annuity.
Day to day administration of occupational and individual schemes operations by carrying out operations which include; maintenance of accurate member data, payments of retirement benefits to... members, preparation of quarterly reports, preparation of member balances, income distribution and issuance of member statements, reconciliation of contribution schedules and posting in the system, schemes filing scheme returns to authorities, timely response to members and service providers queries and assisting in scheme compliance issues and to expand pension services and generate growth of the company’s portfolio under guidance from the supervisor.

KEY TASKS, DUTIES AND RESPONSIBILITIES

Responsible of new business acquisition in line with set targets in regard to pensions and annuity portfolio.
Pitch marketing sites in support of the agency forces in effort to onboard pensions business
Liaise with HR departments for referral pension business including transfers in from joiners and leavers from all affiliated companies.
Coordinate with the brokers with a view to keep cordial relationships with them and other marketing intermediaries.
Issuing annuity quotes and pensions write-ups as required at all times. Ensure that accurate and competitive quotations in respect of pension’s products are prepared and delivered promptly to prospective clients, brokers and intermediaries.
Evaluating market coverage and penetration, and proposing new methods e.g. designing mass prospecting strategies, for enhanced market coverage and penetration.
Ascertain new business requirements and documentations for contractual agreements and policy document issuance.
Meeting established business development and organic growth targets in sales, new business acquisition, renewals and premium income through coordinated marketing strategies.
Visiting pension administrators and other pension houses to solicit for any transfers into our IPP or Umbrella fund and annuity purchases.
Facilitating and attending Annual General Meetings, making presentations and training the scheme members.
Arranging and diarizing Trustee meetings for the calendar year, with agreement of the Chairman and the other members of the Trustee Board.
Facilitating, attending quarterly Trustee meetings and taking minutes of the meetings, advise and update Trustees on any relevant legislation and present quarterly reports.
Following up on clients’ queries and complaints.
Informing clients of new products in the market and preparing Trustee Papers for Trustee review.
Organizing Trustee activities e.g. trustee elections, trustee trainings, and member education programs.
Maintaining contact and correspondence with the Trustees of the scheme so as to bolster good working relationship and providing information on the emerging trends and RBA/KRA regulations.
Organizing for clients visits.
Establishing a structured roll out of pension services to new clients through an active Marketing Plan that targets institutional and retail clients.
Ensuring that marketing materials such as slide shows and marketing materials are current and useful.
Establishing an active marketing program that continually contacts organizations without pension schemes.
Managing Annuity business including issuing annuity quotes, processing annuity payroll and onboarding new annuitants.
Preparation and submission of correct Audit Data, IPS data and DB Scheme Valuation.
Review contributions received from clients and posting in to the system on monthly basis.
Preparation of quarterly returns and filling of the same with the retirement benefits authority.
Preparation of member balances are maintained both hard and soft copy for each client.
Avail reconciled and up to date member balances to facilitate preparation of income allocation paper.
Income distribution to member accounts as per the income paper and issuance of member statements.
Document filing, archiving and retrieval and maintain scheme records both hard copy and soft copy.
Make use of systems and make recommendations on upgrades.
Preparation discharge forms for payments and seeking approvals for payment from the scheme.
Timely payment of service providers’ fees, trustee allowances, consultancy fees and withdrawal/retirement benefits payment. Timely submission of fee computations to accounts for invoicing.
Maintain a register of withdrawals for all schemes, compute withdrawal benefit computation as they fall due and ensure that all withdrawal payments, pension payrolls are settled within stipulated time.
Reconciliations with bank accounts and reports from service providers on contributions and scheme expenses.
Review quarterly reports and submit to the relationship manager and ensure continuous improvement on quality of quarterly reports to meet the set standards.
Issuing annuity quotes and sourcing for annuity business.
Onboarding new annuitants.
Processing monthly annuity payroll.
Updating annuity data and maintaining an up to date record of annuity information.
Responding to annuity queries from clients and general customer service.
Attending of trainings to gain skills and knowledge relevant to the position.
Mentoring, coaching and mentoring of direct reports i.e. interns and/or any others.
Performance measurement of direct reports.

REQUIREMENTS

Bachelor’s Degree in Actuarial, Economics, Mathematics or related field.
Post Graduate Diploma in Actuarial, Economics, Mathematics or related field.
Professional Qualifications in business related field
Over 2 years’ relevant experience preferably in pension administration more

Job Purpose: 
The relationship officer will be in charge of looking for new & renewal business from individual and corporate agents in the market.
He or she will be responsible for driving the sales and marketing of key company products and services as per the set and agreed targets by ensuring that the agents understand the company’s key products and strengths & be part of the team to recruit,... train, monitor & motivate agents.
Key Tasks, Duties and Responsibilities

Responsible for revenue growth to the set targets through retention & acquisition of new business on existing and new accounts.
Maintains, controls, and accounts for the company insurance policy documents and certificate allocations.
Ensure strict adherence to the cash and carry policy as per company guidelines.
Achieve diversification through the delivery of pre-set revenue product mix.
Prepare timely, accurate, informative reports to the branch manager for decision-making.
Maintain and implement branch-level SOPs (Standard Operating Procedures).
Embrace performance management processes for effective and efficient service to our customers with a view to achieving overall branch/company business goals.
Establish and maintain good relationships with brokers, agents, and clients. Also, maintain close liaison with other departments in the company.
Foster and maintain good corporate image through liaison with all competitors, intermediaries and the general public.

Requirements

A Bachelor’s degree in a business-related course (Insurance Option, Marketing, Business Administration and Finance) or equivalent from a recognized university.
Diploma in CII or AIIK is an added advantage.
2 years relevant experience. more

Job Purpose: 
The relationship officer will be in charge of looking for new & renewal business from individual and corporate agents in the market.
He or she will be responsible for driving the sales and marketing of key company products and services as per the set and agreed targets by ensuring that the agents understand the company’s key products and strengths & be part of the team to recruit,... train, monitor & motivate agents.
Key Tasks, Duties and Responsibilities

Responsible for revenue growth to the set targets through retention & acquisition of new business on existing and new accounts.
Maintains, controls, and accounts for the company insurance policy documents and certificate allocations.
Ensure strict adherence to the cash and carry policy as per company guidelines.
Achieve diversification through the delivery of pre-set revenue product mix.
Prepare timely, accurate, informative reports to the branch manager for decision-making.
Maintain and implement branch-level SOPs (Standard Operating Procedures).
Embrace performance management processes for effective and efficient service to our customers with a view to achieving overall branch/company business goals.
Establish and maintain good relationships with brokers, agents, and clients. Also, maintain close liaison with other departments in the company.
Foster and maintain good corporate image through liaison with all competitors, intermediaries and the general public.

Requirements

A Bachelor’s degree in a business-related course (Insurance Option, Marketing, Business Administration and Finance) or equivalent from a recognized university.
Diploma in CII or AIIK is an added advantage.
2 years relevant experience. more

Key Tasks, Duties and Responsibilities

Work with the Head of IT, portfolio representatives and vendors to ensure user requirements and user expectations are constantly managed during projects.
Assist in the establishment of policies, processes, procedures and standards.
Act as liaison between KOIL and developers to resolve product bugs and complete enhancement requests.
Leading UAT (User... Acceptance Testing) efforts.
Participate in training design, document and deliver efforts with the project manager.
Assist with analysis and business requirements to develop detailed functional requirements including the scope of work.
Participate in process flow analysis and process redesign with the delivery team.
Conduct analysis of systems specifications and use diagramming tools to represent business processes.
Create objects, fields, workflows, security setup, configurations and triggers with support from development.
Work with the developers to create clear, concise and complete solution design specifications and documentation.
Produce technical specifications for custom development and systems integration requirements.
Help develop business continuity plans and disaster recovery related to IT system projects.
Give an analysis of the impact on the business of system changes and help create and implement plans for mitigating the unexpected within IT projects life cycle.
Develop and drive best practices for testing and delivery of defect-free code within the threshold.
Implementing various audit recommendations within IT projects design, development and implementation.
Managing and advising on projects related risks and ensuring compliance to IT security policies and procedures.
Updating of IT project risk register and risk log on all risk identified on new projects.
Ensure project development is within business requirements as captured under the Business Blue Prints (BBP).
Developing, deploying and maintaining projects performance monitoring and reporting systems for IT projects.
Ensuring effective, efficient and timely IT projects delivery and support services.
Delivering a stable and cost-effective service across the entire application architecture.
Ensuring the smooth running and optimal use of all ERP and other business systems within the organization.
Ensuring that the right type of business intelligence applications is implemented and availed to business users.

Requirements

A Bachelor’s degree in IT or Business related course from a recognized university.
4 years relevant experience in technology with a focus on business analysis and business processes.
Software Expertise in Business Intelligence, Oracle BI tools-TAG,ODBC,MS SQL,Access, Word, Excel, PowerPoint, MS Project and Visio
Database expertise in MS SQL, Oracle and MySQL more

PURPOSE OF THE POSITION

The position is responsible for the timely execution of finance functions, revenue assurance and credit control.
KEY TASKS, DUTIES AND RESPONSIBILITIES

Ensure all revenue is promptly and correctly receipted.
Ensure daily submission of receipt declaration report.
Respond to all general ledger reconciliations queries.
Ensure minimal leakage through compliance and... accurate receipting.
Ensure timely reconciliation of intermediary statement of accounts.
Assist in commission processing.

REQUIREMENTS

Bachelor degree in Commerce or Business related course.
At least 1 year of work experience more

PURPOSE OF THE POSITION

The position will perform the internal auditing activity and help the organization accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control and governance processes. 
KEY TASKS, DUTIES AND RESPONSIBILITIES

Perform ongoing compliance assessments, testing, and monitoring and... facilitate remediation of control deficiencies based on audit observations or findings.
Support the implementation of the audit cycle and deliver risk-based projects 100%.
Provide a balanced evaluation of audit results/findings and recommendations for improvement of internal controls and operating procedures.
Ensure Company operations and procedures are as per regulatory requirements and Company policies.
Provide sound analytical support for key financial reporting and decision-making.
Effectively communicate audit findings and recommendations to management.
Create efficiency in the revenue chain, recommend new and continuous innovative ways to create efficiency and best practices.

REQUIREMENTS

Bachelor degree in Finance, Accounting or Economics.
A holder of CPA (K) or CISA
At least 3 years of auditing experience more

PURPOSE OF THE POSITION

The position is responsible for the timely execution of finance functions, revenue assurance and credit control.
KEY TASKS, DUTIES AND RESPONSIBILITIES

Entering invoices into the accounts payable system.
Verifying prices and amounts received with invoices to ensure proper payments to vendors.
Receiving and matching invoices, purchase orders and goods received... notes.
Follow up and resolve any outstanding invoices disputed in the statement.
Ensure real-time supplier reconciliation against statements.
Ensure petty cash posting and reconciliation for all branches.
Ensure timely filing and payment of levies and taxes.
Ensure proper identification and documentation of fixed assets invoices for capitalization.
Maintain proper filling of documents and records.

REQUIREMENTS

Bachelor degree in Commerce or Business related course
A holder of CPA part I
At least 1 year of work experience more

JOB PURPOSE:
This position will be responsible for promptly handling customers' enquiries, analyzing and determining the service level and ensuring customer satisfaction.
KEY TASKS, DUTIES AND RESPONSIBILITIES

Analyze and ensure customer enquiries are handled professionally and resolved within the agreed TAT to promote customer retention.
Ensure all customer enquiries, concerns and... complaints are followed up within the stipulated time frame.
Assist in measuring customer satisfaction on an ongoing basis by conducting customer surveys and following up on customer feedback via the issues & recommendations tracker.
Maintain high professional standards and strive to provide quality services to clients.
Building and maintaining relationships with a range of stakeholders, including the ability to understand different stakeholder’s motivations and the ability to influence and persuade.
Support the claims manager in the implementation of customer service policies, procedures and standards by interpreting and communicating procedures to staff at all levels.
Place outbound follow-up calls to customers to sign up or renew their policies, claims acknowledgement and follow-up calls to service.
Assisting in designing and monitoring creative and effective customer service campaigns to improve service levels and staff awareness.
Liaise between the contact center and the unit on daily operations to track and report on company’s performance in delivering the defined customer experience.
Maintaining and updating customer service internal feedback mechanism.

REQUIREMENTS

A Bachelor’s degree in a business related field from a recognized university.
2 years relevant experience in customer service more

JOB PURPOSE:
The relationship officer will be in charge of looking for new & renewal business from individual and corporate agents in the market. He or she will be responsible for driving the sales and marketing of key company products and services as per the set and agreed targets by ensuring that the agents understand the company’s key products and strengths & be part of the team to recruit,... train, monitor & motivate agents.
KEY TASKS, DUTIES AND RESPONSIBILITIES

Responsible for revenue growth to the set targets through retention & acquisition of new business on existing and new accounts.
Maintains, controls, and accounts for the company insurance policy documents and certificate allocations.
Ensure strict adherence to the cash and carry policy as per company guidelines.
Soliciting and negotiating special incentives to top-performing intermediaries within set policy and compliance guidelines.
Achieve diversification through the delivery of pre-set revenue product mix.
Prepare timely, accurate, informative reports to the branch manager for decision-making.
Maintain and implement branch-level SOPs (Standard Operating Procedures).
Embrace performance management processes for effective and efficient service to our customers with a view to achieving overall branch/company business goals.
Establish and maintain good relationships with brokers, agents, and clients. Also, maintain close liaison with other departments in the company.
Foster and maintain good corporate image through liaison with all competitors, intermediaries and the general public.

REQUIREMENTS

A Bachelor’s degree in a business-related course (Insurance Option, Marketing, Business Administration and Finance) or equivalent from a recognized university.
Diploma in CII or AIIK is an added advantage.
2 years relevant experience more