Job Summary

The role holder will be responsible for providing actuarial support to the general insurance business and participating in overall risk management for the company.

Key Responsibilities


Actuarial valuations: Assist in the accurate calculation & monitoring of technical reserves using appropriate actuarial methodology and assumptions for financial reporting, regulatory... reporting and group reporting.
Perform calculations in relation to Asset Liability Matching (ALM), economic capital and solvency assessment of the Company that is used as input for risk management.
Product development: Assist in the design, pricing and set-up of products in the administration system and ensuring the relevant actuarial product signoffs are obtained. Subsequent follow up on regulatory approval on all products
Conduct experience analyses for the purpose of valuations, product development, risk management and management information.
Regulatory compliance: Ensure regulatory actuarial reports for both quarterly and annual reporting are prepared and submitted.
Assist the business in implementing regulatory guidelines that touch on actuarial issues including regulatory reporting
Project involvement for running projects that may require actuarial input.
Perform analysis on industry and market trends to inform decision making.
IFRS 17 support: Work closely with the IFRS 17 lead and assist with dry runs and modelling.
Embrace governance requirements with respect to KYC/AML/Data protection requirements per governing Acts.


Qualifications


BSc. Actuarial Science, Statistics, Mathematics or related qualifications
Progress in Institute and Faculty of Actuaries UK examinations (at least 2 papers) or equivalent


Experience


Minimum of 1-year relevant experience


Competencies


Strong Interpersonal skills
Knowledge of insurance industry
Knowledge of reinsurance arrangements and structures
Knowledge of statistical packages or programming (e.g. SAS, Visual Basic)
Report writing skills
Data Manipulation, Data Wrangling and Data Checking Skills
Team Player
Business acumen
Ability to prioritize tasks and manage time efficiently
Presenting and communicating information
Adhering to principles and values more

Job Summary

The role holder will be responsible for the management and growth of relationship between Heritage and its brokers in order to drive sales through the channel.

Key Responsibilities


Identify broker business opportunities, negotiate and close business deals within the company quality business guidelines to increase the market share.
Participate in the implementation of... sales strategy for broker business channel
Provide accurate and competitive quotations for all the products lines and ensure they are delivered promptly to brokers and prospective clients.
Conduct continuous product training for brokers in order to ensure product knowledge and professionalism is upheld and clients are advised appropriately to avoid misrepresentation
Build up detailed knowledge about the company’s products and keep abreast of market conditions and developments.
Conduct broker and clients meetings and run detailed illustrations to introduce them to new and existing general insurance products.
Proactively build long standing relationships with brokers in defined territories and national market
Monitor brokers’ preferences to determine focus of sales efforts Prepare timely, accurate and informative reports on the performance of broker business channel to management for decision making
Conduct market research and intelligence for improved service delivery to clients
Manage quality of broker business, productivity and overall sales performance
Drive achievement of the annual, quarterly and monthly production budget and recruitment targets.
Ensure the company works only with properly licensed brokers with ethical practices
Exploit synergy with other Group companies to grow business
Ensure credit control policy is adhered to in respect to business onboarded
Continuously liaise with ICT to ensure that the S&D module in PAS works in a robust and efficient way for delivery of the department’s objectives
Help manage existing clients and ensure they stay satisfied and positive by offering solutions and services that meet or predict the clients’ future needs to ensure business retention
Implement the Treat Customers Fairly (TCF) guidelines in Sales and Distribution
Embrace governance requirements with respect to KYC/AML/Data protection requirements per governing Acts.


Qualifications


Bachelor’s degree in Insurance, Marketing or other business-related discipline
Progress towards Diploma in Insurance (ACII or AIIK)


Experience


6-8 years’ experience in sales and marketing of general insurance products


Competencies


Sales and marketing skills
Managing and executing strategy
In depth understanding of insurance operations and concepts
Knowledge of insurance regulatory requirements
Knowledge of underwriting processes, procedures and concepts
Insurance product knowledge
Stakeholder management skills
Formulating strategies and concepts
Entrepreneurial and commercial thinking
Planning and organizing
Relating and networking
Working with people
Adapting and responding to change
Deciding and initiating action
Persuading and influencing
Presenting and communicating information more

Job Summary

The role holder will be responsible for marketing, customer service, public relations, operations, management and overall running of the branch. The role performs oversight functions to other core duties and staff within the assigned branch.

Key Responsibilities


Marketing strategy formulation and implementation for the region in line with overall company... objectives
Contribute to the development of operational policies for the achievement of corporate plans as stipulated in the Business Strategy
Comply with and keep abreast of established policies, procedures, and applicable regulations in the branch operations for monitoring of business activities
Lead in maintaining and improving customer service by implementing Heritage’s customer experience standards to achieve customer satisfaction
Communicate management goals and objectives to staff through branch meetings
Ensure staff are well supervised, trained and developed to be technically competent to perform their duties
Ensure that the Performance Management process is embraced and continuously carried out for effective and efficient service to our customers with a view to achieve overall company business goals
Ensure branch profitability
Manage direct/individual clients’ sales, corporate and intermediary sales
Identify/ develop new business opportunities and intermediaries
Achieve branch revenue budget and growth targets
Management of renewals/ business retention
Ensure recruitment, training and licensing of intermediaries
Excellent customer service and complaints handling
Manage credit control/ premium collection
Maintain the Branch cash book
Market research and intelligence
Ensure accurate and competitive quotations are prepared and delivered promptly to prospective clients, brokers and agents
General management and administration of the branch office
Foster and maintain good corporate image through liaison with all competitors, intermediaries and the general public
Establish and maintain a good relationship and high public relations with intermediaries and clients, including visitations
Maintain close liaison with other departments in the Company.
Ensure safe custody of the Branch’s fixed assets by maintaining an asset register and appropriate insurances
Prepare timely, accurate, informative reports to management for decision making
Advise the Head, Retail Business and the Management on issues pertaining to the business
Attend all scheduled meetings to facilitate smooth operations
Embrace governance requirements with respect to KYC/AML/Data protection requirements per governing Acts. 


Qualifications


Bachelor’s degree in insurance, Marketing or other business-related discipline
Diploma in Insurance (ACII or AIIK)
Member of CII or IIK


Experience


7 years’ experience in the insurance industry, 3 of which should be in branch management.
Knowledge of intermediaries in the branch region and good business relationship with them.


Competencies


Customer, market and competitor understanding.
Knowledge of insurance industry and concepts
Knowledge of insurance regulatory requirements
Knowledge of medical underwriting processes, procedures and concepts
Negotiation skills
Business management skills
Excellent analytical skills
Excellent organizational and stakeholder management skills more

This role is responsible for bringing Liberty Kenya’s brand to life through compelling visual storytelling. The Senior Graphic Designer will lead the design and production of creative content across digital, print, and multimedia platforms ensuring visual excellence and brand consistency in all deliverables.

Key Responsibilities


Collaborate closely with the Marketing team to deliver... cohesive visual branding across digital and offline platforms.
Translate marketing briefs into high-impact visual concepts that align with Liberty Kenya’s strategic objectives.
Develop creative assets for integrated marketing campaigns, including digital ads, print materials, social media graphics, web visuals, and internal communications.
Partner with cross-functional teams to ensure visuals resonate effectively with diverse target audiences.
Contribute to brainstorming sessions and support campaign ideation with innovative design input.
Design high-quality 2D and 3D graphics, illustrations, infographics, and animations aligned with the Liberty Kenya brand.
Produce engaging audio-visual content such as short videos, GIFs, and motion graphics for digital campaigns.
Maintain and evolve Liberty Kenya’s visual identity to ensure consistency across all marketing and communication touchpoints.
Create and manage brand templates, design toolkits and reusable assets for both internal and external use.
Manage multiple design projects simultaneously from concept through to final execution, ensuring deadlines and quality standards are met.
Organize and maintain a well structured digital library of design assets for efficient reuse and scalability.
Coordinate with external vendors and creative agencies to ensure brand compliance and timely delivery of outsourced creative materials.


Qualifications


Bachelor’s degree in graphic design, Visual Communication, or a related field.
Mastery of Adobe Creative Suite (Photoshop, Illustrator, InDesign, Premiere Pro, After Effects, Lightroom).


Experience


Minimum of 7 years’ professional design experience, ideally with exposure to financial services, insurance, or regulated industries.
Strong background in animation and multimedia content production (2D and 3D).
Demonstrated ability to create design solutions for both digital and print formats.
Solid understanding of UX/UI principles and digital layout best practices.
Strong portfolio that showcases a wide range of design projects, including branding, advertising, and motion graphics. more

Job Summary

The role is responsible for supporting the strategic objectives of the Internal Audit function by leading the planning, execution, and reporting of risk-based audits across regulated entities in Kenya and Uganda. Reporting to the Head of Audit, the role is responsible for delivering high-quality assurance and advisory services that evaluate the effectiveness of governance, risk... management, and internal control systems.

Key Responsibilities


Contribute to the development and execution of a risk-based bi-annual internal audit plan that is aligned with the organization’s strategic priorities, regulatory obligations, and emerging risks.
Plan, supervise, and execute internal audits in line with the International Standards for the Professional Practice of Internal Auditing and the department’s audit methodology.
Ensure audit assignments are delivered within agreed timelines, scope, and budget.
Leverage data analytics, automation, and continuous auditing techniques to enhance audit effectiveness and coverage.
Ensure audit documentation meets internal quality assurance standards and effectively utilises audit management systems and data analytics platforms.
Review workpapers, and finalise audit reports, ensuring clarity, accuracy, and actionable recommendations.
Track, follow up, and report on the implementation of audit recommendations and closure of audit issues.
Analyse audit findings to identify systemic control weaknesses, trends, and root causes, and escalate key insights to inform risk mitigation strategies.
Prepare and present high-quality audit reports and insights for submission to management and relevant Board committees.
Lead, coach, and mentor audit staff, ensuring appropriate supervision, performance management, and professional development.
Foster a high-performance, collaborative audit culture while maintaining the IIA professional standards that is focused on accountability, courage, trust and support. 
Build and maintain effective working relationships with senior management and key stakeholders across the assigned audit portfolio.
Manage stakeholder expectations through regular, transparent communication and value-adding engagement.
Provide advisory support on strategic projects, change initiatives, and emerging risk areas as requested by the Head of Internal Audit.
Participate in management committees or working groups as needed to provide risk and control input.
Support the Head of Internal Audit in assessing compliance with applicable laws, regulations, and internal policies.
Stay up to date with changes in the internal audit profession, industry regulations, and relevant legislation.
Ensure audit practices remain compliant with professional standards and support the internal quality assurance and improvement program.


Qualifications


Bachelor’s Degree in Business, Finance, Actuarial or STEM field
Certified Public Accountant (K)
Professional certification in auditing (e.g., CIA, CISA) is an added advantage


Experience


At least 10 years working experience in internal Audit preferably in financial services
Proven ability to lead assurance in complex, regulated, and multi-entity environments
Experience in building partnerships and engaging with multiple stakeholders at senior levels.


Competencies


Knowledge of internal audit methodologies and risk-based planning
Knowledge of professional auditing and accounting standards
Knowledge of insurance concepts and procedures
Good understanding of audit software and analytics tools (e.g., TeamMate, IDEA, ACL)
Relevant insurance regulatory knowledge in Kenya and Uganda
Experience in performance management and quality assurance
Strong leadership and people management skills
Analytical and critical Reasoning
Strong risk management techniques
Delivering results
Ability to cope with pressure and setbacks more

The role holder will be responsible for marketing, customer service, public relations, operations, management and overall running of the branch. The role performs oversight functions to other core duties and staff within the assigned branch.

Key Responsibilities


Marketing strategy formulation and implementation for the region in line with overall company objectives
Contribute to the... development of operational policies for the achievement of corporate plans as stipulated in the Business Strategy
Comply with and keep abreast of established policies, procedures, and applicable regulations in the branch operations for monitoring of business activities
Lead in maintaining and improving customer service by implementing Heritage’s customer experience standards to achieve customer satisfaction
Communicate management goals and objectives to staff through branch meetings
Ensure staff are well supervised, trained and developed to be technically competent to perform their duties
Ensure that the Performance Management process is embraced and continuously carried out for effective and efficient service to our customers with a view to achieve overall company business goals
Ensure branch profitability Manage direct/individual clients’ sales, corporate and intermediary sales
Identify/ develop new business opportunities and intermediaries
Achieve branch revenue budget and growth targets
Management of renewals/ business retention
Ensure recruitment, training and licensing of intermediaries
Excellent customer service and complaints handling
Manage credit control/ premium collection
Maintain the Branch cash book
Market research and intelligence
Ensure accurate and competitive quotations are prepared and delivered promptly to prospective clients, brokers and agents
General management and administration of the branch office
Foster and maintain good corporate image through liaison with all competitors, intermediaries and the general public Establish and maintain a good relationship and high public relations with intermediaries and clients, including visitations Maintain close liaison with other departments in the Company.
Ensure safe custody of the Branch’s fixed assets by maintaining an asset register and appropriate insurances
Prepare timely, accurate, informative reports to management for decision making
Advise the Head, Retail Business and the Management on issues pertaining to the business
Attend all scheduled meetings to facilitate smooth operations
Embrace governance requirements with respect to KYC/AML/Data protection requirements per governing Acts.


Qualifications


Bachelor’s degree in Insurance, Marketing or other business-related discipline
Diploma in Insurance (ACII or AIIK) Member of CII or IIK


Experience


10 years’ experience in the insurance industry, 3 of which should be in branch management.
Knowledge of intermediaries in the branch region and good business relationships with them. more

Job Summary

The role is responsible for the implementation of marketing and communication strategies that stimulate demand for Liberty Kenya brand whilst maintaining the brand's reputation and integrity. Lead the digital transformation of marketing efforts, ensuring optimal use of digital platforms and tools.

Key Responsibilities


Strategic Planning and Leadership: Lead the development... and execution of the overall marketing and communications strategy aligned with the organization's goals.
Digital Transformation: Drive digital marketing initiatives, including website management, search engine optimization, social media strategies, and online advertising, to enhance the company's digital presence and engagement. Ensure a strong online reputation and customer engagement.
Customer Insights and Market Research: Oversee market research and customer feedback initiatives to gather insights that inform marketing strategies, product development, and customer engagement efforts. Collaborate with product development teams to create innovative solutions based on customer needs and preferences.
Brand Management: Overall responsibility for maintaining the Liberty Kenya Brand – its expression and reputation.
Marketing Campaigns: Plan, execute, and manage integrated marketing campaigns across various platforms (digital, traditional, social media, events, etc.), driving brand awareness and business growth.
Public Relations and Media Relations: Lead Public relations efforts, manage relationships with media outlets, and coordinate press releases, interviews, and public statements to maintain a positive public image.
Internal Communications: Develop and implement internal communication strategies to engage employees, ensure organizational alignment, and support change management efforts.
Stakeholder and Community Engagement: Build and maintain strong relationships with key Internal & external stakeholders, including customers, media, investors, and community partners, to promote the company’s reputation.
Content Creation and Management: Oversee the development of all communication materials, including advertising, content for the website, social media, newsletters, and internal communications, ensuring consistency in messaging.
Budget Management: Develop and manage financial forecasts for the relevant business line(s) and optimise returns on the investments. Manage the marketing and communications budget, ensuring that resources are allocated effectively and that all activities are cost-efficient.
Crisis Management: Take a leading role in crisis communication, ensuring timely and appropriate responses to any issues that may impact the company’s reputation.
Team Leadership and Development: Determine the people strategy for the area with a focus on talent management, resourcing, development and retention (with support from People & Culture).
Measurement and Reporting: Monitor, measure and evaluate the effectiveness of campaigns in delivering the country’s business target as well as Marketing & Communications goals.
Compliance and Governance: Ensure that all marketing and communications activities adhere to legal and regulatory requirements, maintaining the company's reputation and brand integrity.


Qualifications


Master of Business Administration (MBA) with a focus on Marketing, Strategic Management, or Communications. (preferred but not mandatory)
Bachelor’s Degree in Marketing, Communications, Public Relations or Business-related field
Professional Certifications in the field (Optional but beneficial)
Experience in the Insurance and Asset Management industry is highly preferred


Experience


Minimum of 10 years’ experience in a senior marketing and communications leadership role, with a proven track record of success. 


Competencies


Managing and executing strategy
Brand management
Data driven digital marketing
In depth understanding of insurance operations and concepts
Insurance product knowledge
Leadership to Stakeholder engagement
Demonstrable commercial and financial management experience more

The purpose of the job is to maintain, support and monitor the implementation of the relevant components of enterprise risk management and compliance to ensure that they are fully complied with in line with the framework and best practice.

Key Responsibilities


To assist Head of Risk in driving and supporting the implementation of all risk and compliance frameworks and policies within the... business and to provide oversight and monitoring of risk and compliance.
To continuously and proactively liaise, advise, communicate, and provide risk support to relevant internal and external stakeholders to assist and support the meeting of statutory, supervisory and regulatory requirements.
To maintain networks and relationships with internal and external stakeholders to achieve and promote the development of Enterprise Risk Management.
Participate in the development of standards, procedures, guidelines and templates to support the implementation of risk and compliance policies and frameworks.
To ensure that adherence to statutory, supervisory and regulatory requirements are monitored and reported on to the relevant stakeholders for decision-making.
To analyse and manage data quality within the relevant risk and compliance systems including reports, and to drive actions to improve data quality.
Assist with the implementation of business continuity management strategies in consultation with the manager for continued business growth.
Conduct training and awareness initiatives on risk matters to ensure that a compliance and risk culture is embedded within the organization.
Perform on-going risk assessments, testing, monitoring & facilitate remediation of control deficiencies based on observations or findings from compliance monitoring & internal audit.
To support the companies through engagements with departments to develop robust internal controls and review progress of implementation of internal audit recommendations while taking the appropriate action.


Qualifications


Bachelor’s Degree in Finance, Business Administration or a related field.
Relevant professional qualification – Risk management.


Experience



At least 8 years experience five of which should be in a managerial role in risk management in a busy and high performing institution. more

The purpose of the job is to ensure Liberty has good levels of automation in line with modern systems by identifying, developing or deploying and maintaining various business applications and systems in line with the ICT strategy.

Key Responsibilities

Managerial


Lead the identification, development or deployment and maintenance of various business applications and systems in line with... the ICT Strategy
Lead the efforts to assess feasibility of proposed ICT requirements from departments and advise on software packages and integration with existing Liberty platforms and architecture
Ensure that software development projects meet business requirements and goals
Develop, implement, and maintain policies, procedures, and associated plans for business software administration
Develop train, coach, motivate and evaluate functional staff in the unit to achieve their highest levels of performance


Operational


Liaise regularly with Business Unit’s executive leadership, business project sponsors and other key stakeholders to develop application strategies, business requirements, application design, technical specifications, test and deployment plans
Ensure business continuity for all critical systems and spearhead continuous testing of BCP with end users
Responsible for managing, administering, monitoring and maintaining the enterprise databases
Ensure high availability and system performance for the users
Ensure that appropriate controls/tests are in place to support the controlled transition of application development changes into the live ICT environment
Lead the efforts with system implementers through the Software Development Lifecycle (SDLC) Cycle to deliver automation solutions that meet Liberty needs


Qualifications


Bachelor’s degree in Computer Science, Information Technology or related discipline.
Relevant Certification in Software Technologies:
Oracle Certified Associate (OCA): Java SE Programmer.
Microsoft Certified Solutions Developer: MCSD
Oracle Certified Professional (OCP): Java SE Programmer.
Oracle Certified Professional (OCP): Java ME Mobile Application Developer


Experience


At least 6 years of experience in ICT Software development or deployment or implementation, three of which should be in a supervisory position. more

Job Summary

The role holder will be responsible for the execution of effective and efficient operational performance of the branch office in line with the Company’s policies and practices that govern internal processes.

Key Responsibilities


Assess the proposed risk within set standards to accurately determine the risk the business is taking.
Handle queries on insurance products,... making proposals on suitable products.
Process underwriting transactions such as new business, renewals and invitations, declarations, endorsements, reconciliations, cancellations etc. in accordance with underwriting guidelines.
Liaise with intermediaries and direct clients on issues in relation to their policies to provide correct information to the client. Ensure proposal forms, Know your Customer (KYC) and all underwriting documents are completed for all new businesses.
Obtain relevant details from clients and agents to enable provision of quotations.
Prepare quotations on GIS system in association with Branch Manager.
Premium collection and issuance of premium payment receipts.
Daily banking of premiums received and maintaining proper records of the same.
Follow up on debt collection/ premium payment.
Maintain a good working relationship with intermediaries, clients and service providers.
Ensure no hanging transactions.
Receive claims documentation and follow up for processing/ payment.
Keep detailed and accurate records of policies underwritten and decisions made.
Maintain high standards of customer service by responding to clients enquiries (walk-in clients, telephone and emails) and efficiently address their issues. Managing petty cash by ensuring that all expenses are accounted for and following up with finance on payment to service providers.
Carry out enquiries on GIS system.
Carry out office administrative duties.
Apply the credit control policy and ensure that debit/ credit notes raised are raised in the correct month to facilitate collection.
Account reconciliation – Follow up and requisition of agents and brokers’ monthly statements, commissions and reconciliation.
Ensure proper filing of client information both manual and electronic for easy retrieval of documentation when required.
Assist the Branch Manager in the branch operations.
Embrace governance requirements with respect to KYC/AML/Data protection requirements per governing Acts.


Qualifications


Bachelor’s degree in marketing, Insurance, Finance, Economics, or other business-related discipline.
Progress towards Diploma in Insurance (ACII or AIIK)- at least 5 papers or equivalent.


Experience



3 years’ experience in the insurance industry or financial services industry.



Competencies


Understanding of insurance operations and concepts.
Knowledge of insurance products.
Knowledge of underwriting processes, procedures, and concepts.
Technical competence in underwriting insurance risks.
Knowledge of insurance regulatory requirements.
Stakeholder management skills. more

Job Summary

The purpose of the job is to undertake administrative responsibilities in the management of member schemes to ensure data accuracy, timely processing of supplementary costing, and generation of documents and reports.

Key Responsibilities


Reconcile member details with existing data whenever there are changes to scheme membership to ensure member information is accurate at... all times
Process supplementary costings in a timely manner and accurately for timely communication to customers
Provide information to members on information required for the administration of schemes to ensure timely and accurate renewals
Raise debit/credit notes/cover certificates as appropriate to ensure timely communication to customers and processing
Generate and dispatch periodic customer statements to ensure customers are informed of the performance of their schemes, and to ensure delivery against the agreed service level agreements
Generate reports for policies due for renewal to ensure timely renewals
Attend to queries and concerns from customers and intermediaries to ensure timely resolving.
Prepare credit life quotations and customers onboarding in a timely manner and accurately for timely communication to customers.
Prepare reports as and when required in a timely manner for timely submission
Prepare policy documents, policy endorsements renewal endorsements and share with customers timely
Prudent medical and financial underwriting.
Preparation and submission of accurate reinsurance returns on quarterly basis.
Seeking facultative reinsurance for customers with sum assureds above treaty limits
Debt management and collection of premiums


Qualifications


Bachelors’ degree in business related field from a recognized institution.
Professional qualification in Insurance (ACII, AIIK)


Experience


At least 2 years’ experience in administration of group life schemes.
Competencies Accurate member details
Timely processing of supplementary costings
Timely communication to members
Timeliness in the raising of debit/credit notes
Timely dispatch of customer statements
Timely preparation of reports more

Job Summary
The Customer Experience Executive is responsible for building of sustainable relationships of trust through open, proactive, and interactive communication with customers to drive client loyalty and retention. The role is key in delivering the customer value proposition and adhering to the customer service charter.
Key Responsibilities

Continually update the customer profile so... that Liberty retains the most current information about the customer and is therefore able to provide them personalized communication and solutions
To remain abreast and well appraised on key investment and financial market events so as to provide customers with informed analysis of the markets and their investment solutions
Proactively ensure that the customer’s portfolio, as administered in our systems, is always up to date and any issues identified are rectified before the customer has sight of them
Always provide convenience to the customer by informing them of all available touchpoints and eliminating all barriers to service while taking full ownership of customer issues.
To promptly receive, acknowledge and action customer communication whether through email, call, text or social media so that the customer experiences a seamless interaction with the business.
Leverage existing strong bonds with customers to create loyalty and satisfaction.
Ensure that the customer fully understands and appreciates the solutions that they have from Liberty and that these remain relevant even with the customer’s changing lifestyle and advising the customer appropriately should an update to the solution be necessary.
Ensure that the customer is always updated on the status of their products with Liberty and where gaps are identified in premium payment or servicing of loans, a resolution is provided.
Develop strong relationships with customers to understand their financial needs and therefore propose appropriate Liberty solutions.
Walk with the customer through their various life events and ensure that they can exploit and enjoy the benefits of their products while continuing to fully service these products while continuing to fully service these and/or take additional ones.

Qualifications

Bachelor’s degree.
CIM/MSK Certificate or ICX Membership would be an added advantage

Experience


Minimum of 2 years in customer experience in the insurance or financial services industry


Competencies

Strong interpersonal skills
Ability to prioritize tasks and manage time efficiently
Team player
Solutions - focused mindset
Knowledgeable in financial solutions and market trends
Business acumen more

Job Summary
The Group Pension Analyst will be responsible for implementing the customer retention and communication strategy by ensuring optimal client service is provided to direct and intermediate clients.
Core deliverables

Confirm the status of new accounts on the system and define the rules e.g. contribution cycles, payment modes.
Ensure proper client on-boarding to support data... accuracy.
Monitor contributions and raise reminders to customers.
Periodically generate statements for customers.
Update the annuities register with customer details and set up payment schedules (rules) on the system.
Auto reconcile membership data in the system against contribution schedule.
Generate statements to the trustees/sponsor/Scheme members.
Facilitate registration of the schemes by RBA.
Evaluate withdrawal application and confirm benefits due.
Process withdrawal request and generate payment file.
Data cleaning and verification for new schemes loading and monthly updates.
Constantly liaise with service providers such as scheme custodians, Finance department and investment managers to ensure that set timelines are achieved in relation to compensation of member benefits.
Maintain records of contributing members, deferred and current pensioners, provision of annual statements, registration of Scheme with Retirement Benefits
Authority (RBA) and Income Tax (KRA).

Qualifications

Bachelor’s degree (insurance option preferred)
Professional qualification in Insurance (ACII or AIIK) or Professional qualification in pension management

Experience

At least 2 years’ experience in the insurance industry
Understanding and knowledge of pension management processes and systems

Competencies

In depth understanding of insurance operations and concepts
Knowledge of insurance regulatory requirements
Knowledge of pension administration industry and concepts
Knowledge of Retirement Benefits Authority (RBAs) regulatory requirements
Demonstrable commercial and financial management experience
Effective business management skills
Excellent organizational and stakeholder management skills more

Job Summary
The purpose of the position is to assess, process and pay valid claims to ensure timely settlement of claims within the stipulated Liberty guidelines on claims management.
Key Responsibilities

Process claims accurately and in a timely manner as per the provided guidelines to ensure the achievement of the set customer service standards
Analyse documentation submitted by clients to... ensure the information supplied is credible in line with the Liberty guidelines on claims processing
Register all new claims promptly and acknowledging receipt of the same
Advise claimants regarding basic matters about their insurance coverage in relation to the insurance claim
Respond to both internal and external claims inquiries concerning claims process, service providers, and the filing/completion of proper forms
Record all claims transactions
Prepare claims registers and update the various claims reports
Keep claims records as per the Liberty guidelines on record management to ensure ease in accessibility of information and data integrity
Maintain the claims register to ensure accuracy in data
Prepare quality reports in a timely manner to ensure timely submission for review
Reconcile claim reserves and paid claims
Manage the maturity and surrender suspense including premium refunds

Qualifications

Bachelors’ degree in insurance or a business related field
Professional qualification in Insurance (LOMA, ACII, AIIK)

Experience


At least 2 years’ experience in claims or underwriting role in the life insurance industry


Competencies

In depth understanding of life insurance operations and concepts
Ability to prioritize tasks and manage time efficiently
Excellent organizational and stakeholder and management skills
Solutions focused mindset
Knowledgeable in financial solutions and market trends
Business acumen more

REMUNERATION: COMMISSION BASED.
Position Summary

Selling Liberty Life Assurance Products
The agent participates in a product and sales training program after which personal and sales targets are defined and monitored by the company.
Remuneration for the position is commission based paid on basis of btwn 20-50% 1st year, 10% 2nd year and 5% from 3rd to 10th year

Responsibilities

Help to... sell policies to individuals, businesses and families and help select the most appropriate insurance policies.
Advise clients on how to minimize risks
Provide excellent service to new and existing customers
Maintain regular contact with customers
Maintain records of insurance policies sold and provide daily activity reports
Attend company meetings and product training.
Free product and selling skills training will be provided.

Skills, Knowledge and Competencies

Be customer service focused, responsible and committed
Ambitious, persuasive, self and sales driven
Excellent interpersonal and great communication skills

Qualification

27 years and above
At least C- in KCSE (or equivalent) and be computer literate
Experience in Sales and marketing will be an added advantage more

Purpose
Responsible for conducting risk based internal audits in line with the annual audit plan or as requested by the Board.
KEY RESPONSIBILITIES

Plan and execute internal audits in accordance with International standards on professional practice of internal audit and department’s audits methodology
Carry out detailed audit tests on all the company’s operations based on standard audit... programmes in accordance with the approved Annual Audit Plan. This includes review of operations, highlighting areas of internal control weakness and making recommendations to improve efficiency
Review internal control systems and make recommendations on improvements to ensure that such systems are up to date in safeguarding the organisation’s assets
Ensure that all suggested improvements proposed during visits and audit reports have been implemented by continuous monitoring
Develop new continuous improvement initiatives, evaluate the adequacy of internal control systems
Gather adequate audit evidence to support findings and suggestions for improvement
Audit Branch offices to ensure operations are in line with the set standards
Work with the Head of Internal Audit in verifying compliance with all the relevant legislation and regulatory requirements
Report risk management and internal control deficiencies identified to the Head of Internal Audit
Keep abreast with compliance procedures and other applicable laws and regulations
Undertake and complete internal audit plans within given timelines as directed by the Head of Internal Audit
Maintain working papers in support of audits conducted
Manage a variety of stakeholders and their expectations through regular communications

QUALIFICATIONS & EXPERIENCE

Bachelor’s Degree
Professional qualifications: CPA, CISA

EXPERIENCE

At least 6 years working experience in internal Audit preferably in financial services
Experience in data analytics and IT audit is an added advantage

COMPETENCIES

Good interpersonal communications skills
Stakeholders management skills
Knowledge of relevant legislation
Working knowledge of accounting and auditing computer packages
Knowledge of professional standards
Good grasp of auditing techniques
Insurance concepts and procedures
Ability to build lasting relationships and great networking skills
Ability to manage various stakeholders and respond to business dynamics more