Jubilee Insurance was established in August 1937, as the first locally incorporated Insurance Company based in Mombasa in 1937. Jubilee Insurance has spread its sphere of influence throughout the region to become the largest Composite insurer in East Africa, handling Life, Pensions, general and Medical insurance.
Read more about this company
- Contents
- Open Jobs
- Investment Analyst
- Chief Distribution Officer
- Pension Administrator
- Method of Application
- Job TypeFull Time
- QualificationBA/BSc/HND
- Experience3 years
- LocationNairobi
- Job FieldFinance / Accounting / Audit 
Job Ref. No: JAML046
Role Purpose
The Investment Analyst will play a critical role in driving strategic investment decisions that maximize financial performance and align with the organization’s long-term objectives. This position requires expertise in dealership, research analysis, and pricing, contributing to informed decision-making and sustainable growth. The Investment Analyst will collaborate with cross-functional teams, delivering data-driven insights and strategic recommendations while fostering a positive people and culture environment. The role also involves maintaining high standards of corporate governance and ensuring compliance with regulatory requirements.
Key Responsibilities
Operational:
- Conduct in-depth research and analysis on market trends, financial data, and investment opportunities.
- Evaluate dealership performance metrics to provide actionable insights for investment decisions.
- Analyze pricing strategies to optimize revenue and profitability.
- Develop and maintain financial models to support investment appraisals and valuations.
- Perform financial forecasting, budgeting, and variance analysis to guide operational decisions.
- Monitor portfolio performance and recommend rebalancing strategies to optimize returns.
- Coordinate with internal teams to ensure efficient investment execution and settlement processes.
- Prepare detailed investment reports, dashboards, and presentations for stakeholders.
- Ensure accurate data collection and maintenance within investment management systems.
Strategy:
- Perform scenario analysis and risk assessments to guide strategic decision-making.
- Collaborate with dealership teams to assess and optimize pricing structures.
- Evaluate competitive pricing and market positioning to enhance profitability.
- Provide strategic recommendations to senior management based on investment research and financial analysis.
- Identify emerging investment opportunities and industry trends to inform strategic planning.
- Develop long-term investment strategies aligned with organizational goals and risk tolerance.
- Lead strategic projects, including market entry strategies, mergers, and acquisitions.
- Facilitate strategic discussions and workshops with cross-functional teams to align investment goals.
- Establish key performance indicators (KPIs) to measure the success of investment strategies.
Corporate Governance:
- Ensure compliance with regulatory requirements and internal investment policies.
- Maintain accurate and transparent financial records for audit and reporting purposes.
- Adhere to ethical investment practices and uphold the organization's governance standards.
- Conduct regular audits and reviews to ensure investment activities align with governance policies.
People and Culture:
- Foster a positive team culture by promoting collaboration, knowledge sharing, and continuous learning.
- Support team development initiatives and contribute to a high-performance work environment.
- Actively participate in mentorship and coaching to enhance team engagement and productivity.
- Champion the organization’s values and contribute to an inclusive workplace culture.
- Collaborate with HR and leadership to implement strategies that enhance employee engagement and retention.
Key Competencies and Skills:
- Strategic thinking and problem-solving abilities.
- High attention to detail and accuracy in financial analysis.
- Strong interpersonal skills and a collaborative team-oriented mindset.
- Adaptability and a proactive approach to change management.
- Excellent communication and presentation skills for stakeholder engagement.
- Advanced proficiency in financial modeling and data analysis tools.
- Strong project management skills with the ability to handle multiple priorities.
- In-depth knowledge of investment markets, trends, and regulatory requirements.
Academic Qualifications and Relevant Experience
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Professional qualifications (e.g., CFA, ACCA) are an added advantage.
- Minimum of 3 years of experience in investment analysis, dealership, research analysis, and pricing.
- Proficiency in financial modeling, data analysis tools, and investment management software.
- Strong analytical, communication, and presentation skills.
- Job TypeFull Time
- QualificationBA/BSc/HND , MBA/MSc/MA
- Experience10 years
- LocationNairobi
- Job FieldFinance / Accounting / Audit 
Job Ref. No: JLIL 298
Role Purpose
- The role holder is responsible for overseeing and managing the retail life sales division, ensuring the efficient and effective delivery of services, driving business growth, and ensuring compliance with industry regulations and standards.
- The job holder is also responsible for:
- Supporting the CEO in the development of the departmental strategy with supporting budgets and business plans.
- Develop and execute strategies to drive business growth within retail life (Agency, Bancassurance and alternative channels).
- Oversee the financial performance of the Agency, Bancassurance and alternative channels workstreams, including budgeting, forecasting, and financial analysis.
- Develop and execute a comprehensive roadmap for the department, aligned with the organization's goals and market trends.
Main Responsibilities
Strategy
- Provide leadership in the development of the department’s continuous evaluation of short and long-term strategic financial objectives with supporting financial analysis and evaluation.
- Develop and execute comprehensive business development strategies to drive revenue growth and market expansion. Implement strategies to enhance client retention and satisfaction, including regular client engagement and relationship management.
- Provide leadership and coordination of the department’s budget process and ensure the budgets are financially reasonable and reflect the strategic initiatives of the Company.
- Identify and evaluate potential strategic partnerships, alliances, and joint ventures to expand the company’s capabilities and reach.
- Foster relationships with key stakeholders, industry associations, and influential networks to enhance the company's visibility and reputation.
- Monitor portfolio performance, asset allocation, and risk exposure on an ongoing basis.
Business Growth & Development
- Identify and assess new business opportunities within the Agency, Bancassurance and Alternative Channels workstreams. Develop and execute the company's distribution strategy, aligning it with overall business goals and market trends. Identify growth opportunities and expansion areas for agency, alternative channels, and bancassurance.
- Conduct market research and analysis to identify target markets, customer segments, and competitive landscape.
- Develop and maintain relationships with key decision-makers and influencers in target organizations.
- Collaborate with internal stakeholders to assess partnership opportunities and negotiate favorable terms.
- Develop and manage strategic partnerships to drive mutual business growth and leverage complementary resources.
- Collaborate with internal teams to conceptualize, design, and launch innovative solutions that meet client demands.
- Monitor industry trends, regulatory changes, and competitive activities to identify business opportunities and risks.
- Provide strategic insights and recommendations based on market intelligence to drive informed decision-making. capabilities.
- Representing the organization at industry events, conferences, and seminars to build networks and identify potential partnerships.
Operational
- Oversee the management and performance of various distribution channels, including agency, bancassurance, and alternative channels such as online platforms and partnerships.
- Identify opportunities for process improvement, automation, and digitization to enhance operational efficiency and service delivery.
- Foster and maintain strong relationships with bank partners for successful bancassurance distribution.
- Evaluate partnerships, technology solutions, and digital platforms to enhance customer engagement.
- Work with the training manager to design and oversee comprehensive training programs for agency personnel to enhance their product knowledge, sales skills, and customer service capabilities.
- Ensure the efficient and compliant operation of all processes and procedures within the agency, bancassurance, and alternative channels workstreams.
- Oversee the implementation of risk management and control measures to mitigate operational risks.
- Establish and maintain strong relationships with key clients, addressing their needs, and proactively identifying opportunities to enhance their experience.
Jubilee Life Brand
- Ensuring effective public relations and enhancing the company’s corporate image with all stakeholders and partners.
Corporate Governance
- Compliance. Stay updated on insurance related, industry regulations, compliance requirements, and best practices.
- Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures.
- Ensuring compliance with applicable statutory and regulatory requirements and establishing mitigation measures against emerging business risks.
- Implement effective risk management strategies, including appropriate internal controls, to mitigate operational, financial, and regulatory risks.
Leadership and People
- Collaborate with channel leaders to ensure consistent performance and alignment with strategic objectives.
- To provide the much-needed transformational leadership to meet and surpass the expectations of stakeholders.
- Provide leadership to the team and build know-how and knowledge sharing to create efficiencies and synergies.
- Building relevant departmental capacity to deliver on strategy by leading, guiding, directing, and evaluating the work of the team.
- Fostering a retail culture that promotes ethical practices and good corporate citizenship while maintaining a conducive work environment for attracting, retaining, and motivating employees.
- Conduct regular team meetings and training sessions to enhance skills and knowledge related to financial reporting and industry trends.
Key Competencies
- Strong knowledge and understanding of the life insurance industry is essential. Deep understanding of life insurance products, actuarial principles, underwriting processes, risk management, and regulatory compliance specific to life insurance.
- Dynamic and strategically minded individual with a passion for performance, team play and achievement in a competitive and dynamic environment.
- Excellent interpersonal, communication, negotiation and conflict management skills
- Strong risk management and assessment skills
- Demonstrated record of revenue and profit growth and new business development experience.
- Excellent leadership skills particularly in strategy formulation and execution
- Highly innovative, performance and results driven coupled with good business acumen.
Academic Background & Relevant Qualifications
- Master’s in finance, Business Administration, Strategy, or any other related course
- Bachelor’s degree in finance/Business Related fields
- CPA-K/ACCA, Diploma in Insurance, LOMA/CII, TDPK Qualification
- Minimum of 10 years of experience within the Life Insurance Business
- Have experience in operating in complex business environments and/or regulated sectors and have the personal qualities to develop strong stakeholder relationships.
- Demonstrate ‘best in class’ knowledge of technology, change, process improvement and operational management in relevant businesses.
- Experience in financial planning, budgeting, forecasting, financial analysis, and financial reporting within the insurance industry.
- Experience in building high-performing teams, fostering a culture of collaboration, and providing guidance and mentorship to finance professionals.
- Job TypeFull Time
- QualificationBA/BSc/HND , Diploma
- Experience2 - 3 years
- LocationNairobi
- Job FieldInsurance 
Job Ref. No: JLIL 301
Role Purpose
- The role holder is responsible for conserving existing business and providing superior services to retirement benefits business clients. This role ensures full compliance with procedures and guidelines as outlined in the operations manuals, while delivering exceptional customer service and maintaining accurate record-keeping.
Main Responsibilities
Operational
- Business Growth. Conserving existing business and offering alternative products to existing clients e.g., annuity, cross sell and following up/providing leads for new business.
- Manage the administration of retirement benefits plans for corporate clients.
- Ensure accurate record-keeping of participant data, contributions, and benefit calculations.
- Maintain up-to-date participant records and handle all necessary documentation.
- Provide exceptional customer service to retirement benefits business clients.
- Address inquiries and resolve issues related to retirement plans promptly.
- Identify opportunities for process improvements to enhance operational efficiency.
- Streamline administrative processes to minimize errors and maximize productivity.
- Work with internal teams to implement system enhancements and automation.
- Statistical Analysis & Returns. Preparing summary/ statistical reports of the Retirement Benefits schemes. Also preparing returns in respect of the Retirement Benefits schemes as assigned for submission within the timelines
- provided. Monitor key performance indicators and implement measures to achieve targets.
- Maintain accurate and up-to-date records of retirement plans and participant information.
- Generate reports and provide timely and accurate information to clients.
- Collaborate with internal stakeholders to meet reporting obligations.
Corporate Governance
- Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects of insurance servicing.
- Implement and uphold robust data protection and privacy practices, safeguarding customer information and ensuring confidentiality.
- Participate in audits and internal control assessments, addressing any identified gaps or issues promptly.
- Compliance. Stay updated with insurance regulations and underwriting best practices to ensure compliance with industry standards.
- Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures.
- Ensuring compliance with applicable statutory and regulatory requirements and establishing mitigation measures against emerging business risks.
Culture
- Fostering a corporate culture that promotes ethical practices and good corporate citizenship while maintaining a conducive work environment.
- Collaborate with cross-functional teams to develop initiatives that promote a positive and inclusive company culture.
- Individualized Development Planning. Create personalized development plans that align with your career aspirations and the organization's objectives.
Key Competencies
- Attention to detail and accuracy in retirement plan administration.
- Strong customer service and relationship management skills.
- Knowledge of retirement benefits regulations and compliance requirements.
- Analytical and problem-solving abilities to resolve complex issues.
- Excellent organizational and time management skills.
- Strong communication and interpersonal skills.
Academic Background & Relevant Qualifications
- Bachelor’s degree in Actuarial Science, Statistics, Insurance, Finance, Business or any other related course
- Diploma in Insurance.
- TDPK, LOMA/CII/IIK Qualification will be an added advantage.
- Minimum 2-3 years of experience in a similar role
Method of Application
If you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting the Job Reference Number and Position by 6th March 2025. Only shortlisted candidates will be contacted.
