The Tender and Business Development Consultant is responsible for supporting Zamara’s business development and client acquisition efforts through the preparation of accurate, compliant, and compelling tender responses. This role involves end-to-end management of the tendering process — from reviewing and interpreting tender documents, conducting market and competitor analysis, coordinating... proposal inputs, and ensuring documentation compliance, to designing visually engaging and impactful presentations.

Key Roles and responsibilities:


Conducting tender intelligence gathering, analysis, and market research to support strategic bidding efforts.
Reviewing and scoping tender documents to prepare technically compliant responses with 100% alignment to requirements.
Updating and maintaining mandatory documentation for underwriters to ensure regulatory and procedural compliance.
Assisting in the preparation of Requests for Proposals (RFPs) and Requests for Quotations (RFQs).
Compiling and presenting detailed tender reports to support decision-making and performance tracking.
Supporting the development of tender prequalification submissions to meet client and industry standards.
Designing visually engaging PowerPoint presentations using creative reporting tools, in collaboration with the marketing, communications, research, and analytics teams.


Qualifications:


Bachelor’s degree in Business Administration, Procurement & Supply Chain, Insurance or related field
A professional certification in procurement or supply (CISP,KISM) would be an added advantage
Strong understanding of public and private procurement processes and compliance requirements
Excellent written communication skills for drafting persuasive and technically compliance proposals
2 to 4 Years of experience in a tendering, bid coordination or business development support
Proficiency in Microsoft office tools (Ms excel, Ms PowerPoint, Ms Publisher, Ms Forms among others) more

We are seeking a passionate and proactive Wellness Officer to lead the design and execution of impactful wellness initiatives tailored to our clients’ unique needs. In this dynamic role, you will be responsible for developing and implementing wellness programs, coordinating health education campaigns, and fostering a culture of preventive healthcare through member engagement activities and... corporate partnerships.

You will work closely with healthcare providers, clients, and internal teams to organize medical camps, deliver health-focused presentations, and create educational content that promotes healthy living. A key part of your role will involve managing client relationships, responding to wellness-related inquiries, and maintaining accurate program data to drive continuous improvement.

Responsibilities


Developing wellness programs and customize wellness programs based on clients' needs.
Coordinating health education and health messaging for our clients on topics related to wellness,
Coordinate and supervise medical camps in collaboration with third party providers.
Develop and implement new business products that promote preventive health initiatives.
Organize and participate in member education activities related to the various wellness programs.
Provides educational presentations and training programs.
Respond to client enquiries on wellness matters.
Maintain accurate and consistent data, records and statistics of programs, and initiatives relating to wellness programs.
Develops promotional content on wellness and health nuggets.
Management of corporate client relationships.
Any other duties assigned.


Qualifications


A minimum of 3 years’ experience in Wellness and/or Health promotion and prevention roles.
Nursing, Clinical Medicine, Nutrition, Psychology
Basic understanding of the concepts of health insurance. more

Roles and responsibilities

Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team. The Finance Assistant will provide support to the Finance team.
The role will report to the Senior Accountant.

In more detail, the areas of responsibility include:
Accounting

Premium Payment... Processing: Processing premium payments to underwriters and ensuring timely follow-up on allocation and receipts.
Monthly Reconciliation: Reconciling underwriters' withholding tax payments with the company's ITax ledger.
Bookkeeping: Managing daily bookkeeping tasks related to client premiums and Group accounts.
Reporting Assistance: Supporting the preparation of Group reports using PowerPoint, Power BI, and Excel formats.
Bank Reconciliation: Conducting daily reconciliations of bank statements and ensuring daily follow-up on Unallocated amounts.
Supplier and Customer Reconciliations: Ensuring accuracy in reconciling accounts with suppliers and customers.
Audit Preparation: Assisting in the preparation for internal and external audits.
Invoice Processing: Verifying and processing invoices on E-tims after obtaining necessary approvals.
Tax Compliance Support: Assisting with monthly filing of VAT, excise duty, and weekly payments of withholding tax.
Commission Calculation: Accurately computing third party commission payments within relevant tax guidelines for review.
Client Account Reconciliation: Conducting weekly reconciliations of client accounts to ensure accuracy and consistency.

Client Relations

Resolve basic client queries and reconciliation issues in a timely manner.
Proactively foster cordial working relations with all stakeholders to enhance client satisfaction and service delivery.
Promote beneficial relationships between the company and the Underwriter to aid in claim settlements, especially when premiums are yet to be remitted to the Underwriter.

Professional Development

People skills
Develop technical knowledge through formal on the job training.
Identify potential process improvements and other inefficiencies and escalate to senior resources. more

Executive Support

Manage and maintain the Leaders’ schedules, calendar of appointments, itineraries and travel and accommodation arrangements.
File and retrieve documents and any required reference materials.
Communicate on behalf of the Leader, with Board members, Senior Managers and staff on matters related to Leaders’ initiatives.
Provide a bridge for smooth communication between the... Leaders’ office and internal departments; demonstrating leadership to maintain credibility, trust and support with senior management staff.
Work closely and effectively to keep the Leader well informed of upcoming meetings and events.
Assist with preparation of reports and power point presentations.
Record, transcribe and distribute minutes of the MANCO meetings.
Assist in coordinating the agenda of the Leaders’ meetings and client meetings.
Handling of internal and external risks and issues that may affect area of work.

Board Support and Liaison

Serve as the Executive’s administrative liaison to Zamara Group Board of Directors.
Assist with travel arrangements, lodging and meal planning as needed.
Maintain discretion and confidentiality in relationships with all board members.
Comply with applicable rules and regulations set in bylaws regarding leaders’ committee matters, including advance distribution of materials before meetings in electronic/paper format.

Communication

Acting as first point of contact for the executive/principal which may include (but is not limited to) taking phone calls, monitoring and responding to written correspondence as appropriate.
Undertake research on behalf of the respective Leaders’ office, prepare and edit correspondence, communications, presentations and other documents.
Monitor, screen, respond to and distribute incoming communications.
Act as a liaison between external parties as and when necessary.

Cross Divisional Support

Facilitate travel and accommodation plans for managers and other staff.

Experience and personal qualities

A Bachelor’s Degree in a related course
5 years administrative experience, 3 of which should be at executive level.
Expert knowledge of standard office administrative practices and procedures.
Great interpersonal skills
Mastery of MS office
Resourceful and innovative
Good organizational and planning skills
Good communication skills
Problem analysis and problem solving skills
Judgment and decision-making ability
Initiative
Intuitive
Confidentiality
Attention to detail and accuracy
Adaptability more

Executive Support

Manage and maintain the Leaders’ schedules, calendar of appointments, itineraries and travel and accommodation arrangements.
File and retrieve documents and any required reference materials.
Communicate on behalf of the Leader, with Board members, Senior Managers and staff on matters related to Leaders’ initiatives.
Provide a bridge for smooth communication between the... Leaders’ office and internal departments; demonstrating leadership to maintain credibility, trust and support with senior management staff.
Work closely and effectively to keep the Leader well informed of upcoming meetings and events.
Assist with preparation of reports and power point presentations.
Record, transcribe and distribute minutes of the MANCO meetings.
Assist in coordinating the agenda of the Leaders’ meetings and client meetings.
Handling of internal and external risks and issues that may affect area of work.

Board Support and Liaison

Serve as the Executive’s administrative liaison to Zamara Group Board of Directors.
Assist with travel arrangements, lodging and meal planning as needed.
Maintain discretion and confidentiality in relationships with all board members.
Comply with applicable rules and regulations set in bylaws regarding leaders’ committee matters, including advance distribution of materials before meetings in electronic/paper format.

Communication

Acting as first point of contact for the executive/principal which may include (but is not limited to) taking phone calls, monitoring and responding to written correspondence as appropriate.
Undertake research on behalf of the respective Leaders’ office, prepare and edit correspondence, communications, presentations and other documents.
Monitor, screen, respond to and distribute incoming communications.
Act as a liaison between external parties as and when necessary.

Cross Divisional Support

Facilitate travel and accommodation plans for managers and other staff.

Experience and personal qualities

A Bachelor’s Degree in a related course
5 years administrative experience, 3 of which should be at executive level.
Expert knowledge of standard office administrative practices and procedures.
Great interpersonal skills
Mastery of MS office
Resourceful and innovative
Good organizational and planning skills
Good communication skills
Problem analysis and problem solving skills
Judgment and decision-making ability
Initiative
Intuitive
Confidentiality
Attention to detail and accuracy
Adaptability more

Strategy

Drive the Zamara employee value proposition (EVP) among prospective clients.
Drive the implementation of the Umbrella growth strategy through segmentation and management of key corporate accounts.
Identify high value proposition targets and deliver bouquet of Zamara employee benefit solutions.
Ability to upsell and cross- sell other Zamara solutions to Clients.
Organize and manage... pre-retirement seminars based on the Umbrella annual workplan
Work closely with the Institutional /SME/ MSME distribution teams.
Act as a product evangelist to build awareness and mine value for cross sell opportunities.
Source new business in line with the Umbrella business plan and growth strategy.
Deliver outsourced or in-house retirement & financial management solutions as needed.

Consulting

Manage business opportunities arising for Umbrella and related group solutions.
Manage and strengthen relationships within identified Corporate & Institutional accounts.
Provide financial planning advice and solutions to clients.
Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon and advise accordingly.
Educate the clients with regards to basic investment principles, i.e. risk versus return, market sentiment, market trends, performance (offshore and local), benchmarks etc.
Conduct annual client training including member sessions & annual and special AGM.
Adequately respond to capacity gaps among management committee members for upskilling.
Resolve client concerns, queries and/or complaints with timely update of legislative changes.
Actively represent Zamara in Industry thought leadership engagements.

Experience and personal qualities

Business related degree
Professional Qualification in a business, finance or investment related field will be an added advantage.
Minimum of 5 years’ experience managing corporate and institutional clients in the financial services/insurance related field preferably in a busy pension environment.
Ability to sell corporate solutions will be an added advantage.
Good understanding of the financial services industry including retirement benefits Act and regulations.
Good understanding of Zamara employee benefit solutions including group risk solutions.
Good understanding of general investment products such as unit trusts, equities, stocks, bonds, offshore savings plans.
Good understanding of tax implications of various investment vehicles.
Working understanding of features and appropriateness of various alternate solutions.
Proactive and uses initiative.
Able to work independently but also as part of a team with timely quality production.
Good with managing relationships of various stakeholders.
Creative thinker with good Problem solving skills.
Excellent verbal, written skills and confident with good presentation skills.
Organized with effective time management skills.
Good listening and interpersonal skills. more

Roles and responsibilities
Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team. The Consultant will drive business growth (new business and retention) in employee benefits.
The role will report to the General Manager, Group Life.
In more detail, the areas of responsibility... include:
New Business Acquisition

Drive the sales process from pre-qualification to award of contract.
Response to request for proposal.
Negotiate with underwriters on benefits, rates, discounts in order to offer the client the most competitive solution.
Preparation of risk notes & submission of the same to the Operations department.
Generate referrals from clients based on our existing relationship & our unmatched service delivery.

Renewal/Retention

Achieve the agreed retention rate – by offering the best solutions on scheme renewals to meet client’s expectations.
Review of current policy on scheme performance & identification of key challenges.
Conduct a comparison of proposals from the market for presentation to clients.
Engaging the client on scheme performance in order to deliver a fitting policy

Value Addition

Design & seek approval for value adding concepts.
Provision of technical expertise in the creation of new products.

Compliance

Preparation of contract documents in adherence to set guidelines & within stipulated timeframe.

People Management

Drive team performance through adherence to all clients SLAs.
Coach & mentor team members in order to grow internal capacity.

Experience and personal qualities

Minimum of 5 years in Business Development in the insurance industry.
Experience in Employee Benefits is an added advantage.
A degree in Actuarial Science/ Business related degree, ACII certification is an added advantage.
A Master’s degree in the above field is an added advantage.
Proper work ethics and business etiquette
Team player
Excellent communication skills
Selling skills
Great negotiating skills
Good interpersonal skills
Good leadership skills
Innovative
Entrepreneurial more

Strategy

Drive the Zamara employee value proposition (EVP) among prospective clients.
Drive the implementation of the Umbrella growth strategy through segmentation and management of key corporate accounts.
Identify high value proposition targets and deliver bouquet of Zamara employee benefit solutions.
Ability to upsell and cross- sell other Zamara solutions to Clients.
Organize and manage... pre-retirement seminars based on the Umbrella annual workplan
Work closely with the Institutional /SME/ MSME distribution teams.
Act as a product evangelist to build awareness and mine value for cross sell opportunities.
Source new business in line with the Umbrella business plan and growth strategy.
Deliver outsourced or in-house retirement & financial management solutions as needed.

Consulting

Manage business opportunities arising for Umbrella and related group solutions.
Manage and strengthen relationships within identified Corporate & Institutional accounts.
Provide financial planning advice and solutions to clients.
Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon and advise accordingly.
Educate the clients with regards to basic investment principles, i.e. risk versus return, market sentiment, market trends, performance (offshore and local), benchmarks etc.
Conduct annual client training including member sessions & annual and special AGM.
Adequately respond to capacity gaps among management committee members for upskilling.
Resolve client concerns, queries and/or complaints with timely update of legislative changes.
Actively represent Zamara in Industry thought leadership engagements.

Experience and personal qualities

Business related degree
Professional Qualification in a business, finance or investment related field will be an added advantage.
Minimum of 5 years’ experience managing corporate and institutional clients in the financial services/insurance related field preferably in a busy pension environment.
Ability to sell corporate solutions will be an added advantage.
Good understanding of the financial services industry including retirement benefits Act and regulations.
Good understanding of Zamara employee benefit solutions including group risk solutions.
Good understanding of general investment products such as unit trusts, equities, stocks, bonds, offshore savings plans.
Good understanding of tax implications of various investment vehicles.
Working understanding of features and appropriateness of various alternate solutions.
Proactive and uses initiative.
Able to work independently but also as part of a team with timely quality production.
Good with managing relationships of various stakeholders.
Creative thinker with good Problem solving skills.
Excellent verbal, written skills and confident with good presentation skills.
Organized with effective time management skills.
Good listening and interpersonal skills. more

Roles and responsibilities
Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team. The Consultant will drive business growth (new business and retention) in employee benefits.
The role will report to the General Manager, Group Life.
In more detail, the areas of responsibility... include:
New Business Acquisition

Drive the sales process from pre-qualification to award of contract.
Response to request for proposal.
Negotiate with underwriters on benefits, rates, discounts in order to offer the client the most competitive solution.
Preparation of risk notes & submission of the same to the Operations department.
Generate referrals from clients based on our existing relationship & our unmatched service delivery.

Renewal/Retention

Achieve the agreed retention rate – by offering the best solutions on scheme renewals to meet client’s expectations.
Review of current policy on scheme performance & identification of key challenges.
Conduct a comparison of proposals from the market for presentation to clients.
Engaging the client on scheme performance in order to deliver a fitting policy

Value Addition

Design & seek approval for value adding concepts.
Provision of technical expertise in the creation of new products.

Compliance

Preparation of contract documents in adherence to set guidelines & within stipulated timeframe.

People Management

Drive team performance through adherence to all clients SLAs.
Coach & mentor team members in order to grow internal capacity.

Experience and personal qualities

Minimum of 5 years in Business Development in the insurance industry.
Experience in Employee Benefits is an added advantage.
A degree in Actuarial Science/ Business related degree, ACII certification is an added advantage.
A Master’s degree in the above field is an added advantage.
Proper work ethics and business etiquette
Team player
Excellent communication skills
Selling skills
Great negotiating skills
Good interpersonal skills
Good leadership skills
Innovative
Entrepreneurial more

Accounting

Follow up on outstanding premiums through but not limited to sending emails, phone calls and visits to clients ‘
Ensure the debtors’ aging analysis is accurately prepared and circulated to the divisions on weekly basis
Chair weekly debtors’ meetings with Operations and Client relations teams.
Arrange for monthly meetings with management to discuss problematic debt
Co-ordinate and... track progress of debt collectors
Prepare Debtors circularization letters for audit purposes
Ensuring that all premiums received are receipted and properly allocated to client accounts in the system.
Ensure monthly postings of premium payable, premium receivable, and commission receivable in the accounting system.
Ensure that the unallocated cash report is accurate and promptly circulated to divisions for scrutiny and subsequent allocations.
Client account reconciliations with the respective account handlers/clients where need be
Ensure that premium payments to Underwriters are done monthly, remittance schedules shared and follow up on allocations by the Underwriter
Ensure all the relevant taxes on commission and administration fees are filed by both the company and the various Underwriters.
Maintain effective working capital and optimal interest income levels
Assist in preparation of relevant documents for IRA licensing.

Client Relations

Resolve basic client queries and reconciliation issues in a timely manner.
Proactively foster cordial working relations with all stakeholders to enhance client satisfaction and service delivery.
Promote beneficial relationships between the company and the Underwriter to aid in claim settlements, especially when premiums are yet to be remitted to the Underwriter.

Professional Development

People skills
Develop technical knowledge through formal on the job training
Identify potential process improvements and other inefficiencies and escalate to senior resources

Experience and personal qualities

Bachelor of Commerce Finance/ Accounting or equivalent
CPA-K/ ACCA Final
Minimum 3 years’ experience
MS Office with focus on Excel Skills
System proficiency
Integrity
Analytical Skills
Results orientated
Excellent oral & written communication skills
Responsible & accountable
Time management
Accuracy and attention to detail
Persuasive more