Jubilee Insurance Client Engagement Officer Jobs in Kenya



Jubilee Insurance Client Engagement Officer Jobs in Kenya; The Client Engagement Officer interacts with Jubilee Asset Management customers to provide information, address inquiries regarding products, processes, and services, and resolve complaints. The role supports initiatives to improve customer satisfaction and loyalty while ensuring world‑class customer service delivery.

Main Responsibilities

Operational

  • Communicate with clients regarding product promotions, engagement initiatives, and campaigns.

  • Proactively contact clients with unfunded accounts and follow up to encourage funding.

  • Manage customer inquiries via telephone, email, social media, and portals, ensuring prompt responses.

  • Provide portal support including account access, navigation, transaction queries, and technical issue resolution.

  • Receive, investigate, resolve, and escalate customer complaints across all channels.

  • Collaborate with fund services to ensure accurate and timely execution of withdrawal transactions.

  • Monitor customer feedback and engagement trends, recommending service improvements.

    Corporate Governance (Regulatory & Compliance)

  • Identify operational risks and implement mitigation measures.

  • Maintain accurate, complete, and confidential client records in line with data protection policies.

  • Stay updated with investments, fund management, CIS, CBK, and RBA regulations.

  • Ensure compliance with internal policies, regulatory requirements, and service level agreements.

    People & Culture

  • Foster a corporate culture that promotes ethical practices and good citizenship.

  • Collaborate with cross‑functional teams to promote a positive and inclusive work environment.

  • Create individualized development plans aligned with career aspirations and organizational objectives.

    Key Competencies

    Customer Service

  • Ability to provide excellent service and resolve inquiries and complaints.

    Communication

  • Strong verbal and written communication skills.

    Problem‑Solving

  • Aptitude for identifying and resolving customer issues with suitable solutions.

    Active Listening

  • Ability to listen attentively and understand customer needs.

    Adaptability

  • Flexibility to handle diverse customer situations and changing priorities.

    Attention to Detail

  • Thoroughness in maintaining accurate records and analyzing information.

    Teamwork

  • Collaborative mindset to support colleagues and team objectives.

    Empathy

  • Ability to understand and empathize with customer concerns.

    Academic Background & Relevant Qualifications

  • Bachelor’s degree in Finance, Business, or related field.

  • Customer service training is an added advantage.

  • Minimum two (2) years’ experience in a similar role.

  • Experience resolving customer inquiries and complaints.

  • Experience in the financial services industry is an added advantage.

    How to apply

    For more information and job application details, see; Jubilee Insurance Client Engagement Officer Jobs in Kenya

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