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Relationship Officer – Bancassurance at Tandahimba Community Bank (TACOBA)

by Udahiliportaldaily
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Job location: Head Office, Tandahimba, Mtwara

Job purpose:

The role holder will be responsible for driving growth of Bancassurance business through   effective selling, excellent customer service and execution of operational Bancassurance  services to the customers as per set objectives of the Bank.

Main Responsibilities: 

  • Drive sustainable growth of the assigned portfolio in order to achieve the set  business target.
  • Effectively create new client relationships and partnerships whilst ensuring  retention of existing business relationships through high standards of customer  service.
  • Execution of day to day Insurance operations of the Bank which entails cross selling of insurance products, posting of risk details, claims administration and  documentation as well as follow up on renewals.
  • To guide the customers through the process of underwriting and maintain  accurate records and reports on insurance transactions.
  • Champion the delivery of consistent, seamless and trusted customer service to  ensure customer retention and loyalty.
  • Ensure customer enquiries are resolved promptly as per laid down policies and  procedures.
  • Collection of premium on all insurance business transacted at the Bank as per  laid down procedures.
  • Collection of all necessary claims documents and send to insurer after claim  reporting.
  • Champion Insurance products training at the Bank by working closely with  management to sensitize customers on insurance products.
  • Participate in Insurance Sales activation programs organized by the Bank in  conjunction with Management. ∙ Ensure compliance to the Bank’s policies, procedures and regulatory  requirements.

Knowledge and skills: 

  • Communication and Presentation skills  ∙ Proficient in a variety of computer software applications including Microsoft  Office Suite (Word, Excel, PowerPoint, Outlook, and Access).
  • High Integrity – Comfortable handling confidential information
  • Multi-tasking and time-management skills, with the ability to prioritize tasks.

Qualification and Experience:

  • Bachelor’s Degree in Insurance and Risk Management or its Equivalent  ∙ Certificate of Proficiency in insurance will be added advantage.
  • At least 1 year experience in the insurance business or in an area relevant to  the assigned responsibilities.

If you are the one we are looking for above, please submit your application through  info@tacobabank.co.tz with a brief certified resume/CV attached with a certified  academic and professional certificates addressed to:

The General Manager,

Tandahimba Community Bank

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Plc, P.O Box 06,

Tandahimba.

MTWARA 

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Please note:

The deadline is set at 1700 hours on Friday 12th May 2023

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