• Drive sales performance to meet set targets for insurance products.

• Lead and coordinate sales initiatives and promotional campaigns across designated branches.

• Provide accurate and clear explanations of insurance products, including benefits, terms, and costs.

• Ensure the smooth acquisition and onboarding of new insurance clients.

• Track and support lodged claims, including compiling and submitting necessary documentation.

• Address and resolve customer complaints promptly and professionally.

• Collect and verify all required documentation during policy application and ensure timely communication of application outcomes.

• Monitor upcoming renewals and follow up on lapsed policies.

• Reconcile premiums and commissions accurately.

• Register and update insurance data in relevant Bancassurance systems.

• Support policyholders and beneficiaries in fulfilling claims settlement requirements.

• Ensure full compliance with local insurance regulations and internal bank procedures.

• Supervise and guide the performance of Sales Executives within assigned branches.

Risk Management & Compliance Duties:

• Ensure compliance with Bank of Uganda (BoU) regulations, internal policies, risk frameworks, and budgetary controls.

• Safeguard client confidentiality and avoid unauthorized disclosure of customer information.

• Refrain from forming unauthorized partnerships or referring potential clients to third parties outside of approved insurers.

• Never solicit or accept a share of proceeds from any insurance claims.

• Conduct due diligence in premium collection, including following up on renewals and ensuring timely remittance to the bank account.