Officer - Training at Jubilee Insurance

Role Purpose

The role holder will be responsible for designing, developing, and delivering effective training programs and initiatives for the agency force. The Training Officer plays a crucial role in equipping agents with the necessary knowledge, skills, and tools to succeed in their roles, drive sales performance, and uphold high professional standards.

Main Responsibilities
Operational

• Deliver training courses and programs to the Life Company Sales Force.
• Formulate input to training needs analysis and organize training based on it.
• Develop, review and maintain a training curriculum, content materials, manuals, aids and tools relating to the Life Assurance Training.
• Conduct regular training impact assessment.
• Prepare relevant and timely reports for specific target groups through their respective Managers.
• Ensure the effective scheduling of all training activities and execute all training as per the training calendar.
• Build adequate control mechanisms to ensure optimum number of people covered under each training session.
• Respond to product queries from agents, develop testing and procedures.
• Coordinate COP/ECOP registrations and other educational needs of the agents with the College of Insurance and ensure all payments are made on time.
• Coordinate, train and register all agents in the Life Agency Portal/track the number of agents registered in the portal every new month.
• Track and analyze market training trends by staying current with latest developments in the industry and competitor activities.
• Facilitate and coordinate the recruitment and training of new agents and managers, in liaison with the leadership of agency, bancassurance and alternative channels.
• Identify and assist in the opening up of markets.
• Give presentations on Personal Financial Management to groups as part of market activations.

Corporate Governance

• 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

• Training and Facilitation. Ability to design and deliver effective training programs, utilizing a variety of training methodologies and techniques to engage participants and facilitate learning.
• Communication and Presentation. Excellent verbal and written communication skills to effectively convey training content, explain complex concepts, and engage learners.
• Relationship Building. Strong interpersonal skills to build rapport and credibility with agents, fostering a positive and supportive learning environment.
• Analytical Thinking. Ability to assess training needs, analyze performance gaps, and develop targeted interventions to address specific skill requirements.
• Problem-Solving. Aptitude for identifying challenges, analyzing root causes, and proposing solutions to enhance training effectiveness and agent performance.

Academic Background & Relevant Qualifications

• Bachelor’s degree in Insurance, Finance, Business or any other related course
• Certified Trainer Qualification
• ECOP Qualification
• Diploma in Insurance qualification will be an added advantage
• LOMA/CII/IIK Qualification will be an added advantage
• Minimum 2-3 years’ experience in a similar role