Relationship Executive - Life Business
On-siteNairobi, Nairobi County, Kenya
Job Summary
Manage day-to-day interactions with assigned schemes, intermediaries, and HR contacts to support corporate client retention strategy execution. Address client needs, resolve scheme-specific queries, and coordinate with internal stakeholders for timely escalations. Prepare client performance reviews, renewal packs, and post-meeting documentation while utilizing CRM and digital platforms to drive retention initiatives. Organize retention events and monitor scheme experience to support client outreach where risks emerge. Ensure all engagements adhere to compliance protocols, AML guidelines, and data privacy standards. Maintain client confidentiality and escalate compliance breaches to the Risk and Compliance Office.
Required Qualifications
- Minimum 2–4 years of experience in client relationship management, corporate servicing, or insurance operations
- Bachelor's degree in Commerce (BCOM), Marketing, or a business-related field
- Professional insurance qualification (e.g., AIIK, ACII, LOMA)
- NQF Level 3 & NQF Level 2
- Strong relationship management and interpersonal skills
- Excellent communication (verbal and written) and client presentation abilities
- Analytical thinking and attention to detail
- Proactive, solution-oriented, and client-centric approach
- High integrity and professionalism in handling confidential information
- Ability to coordinate across departments and follow through on client requests
- Skills: Action Planning
- Skills: Analytical Thinking
- Skills: Budget Management
- Skills: Computer Literacy
- Skills: Data Compilation
- Skills: Data Controls
- Skills: Data Interpretations
- Skills: Data Management
- Skills: Desktop Publishing (DTP)
- Skills: Evaluating Information
- Skills: Numerical Aptitude
- Skills: Oral Communications
- Skills: Presenting Solutions
- Skills: Report Review
- Competencies: Action Oriented
- Competencies: Collaborates
- Competencies: Communicates Effectively
- Competencies: Ensures Accountability
- Competencies: Financial Acumen
- Competencies: Instills Trust
- Competencies: Optimizes Work Processes
- Competencies: Plans and Aligns
- Education: NQF Level 3
- Education: NQF Level 2
Desired Qualifications
- Experience working with group insurance products or employee benefit solutions preferred
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