Business Development Officer – Travel Channel at NCBA Group in Nairobi, Kenya

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    Business Development Officer – Travel Channel

    NCBA GroupNairobi, Kenya

    Posted

    6 days ago

    Apply by

    26 Aug

    Full Time
    On Site
    Senior
    Banking, Insurance & Financial Services
    Sales

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    Job Description

    The Business Development Officer – Travel Channel is responsible for delivering profitable growth of travel insurance through travel agencies, tour operators, airlines, online travel platforms, visa and education consultants, corporate travel accounts, brokers, agents, bancassurance and other approved partners. The role develops and activates channel relationships, builds and converts the sales pipeline, supports compliant customer journeys, coordinates policy issuance and claims support, and uses performance insights to improve acquisition, retention and customer experience.

    Key Responsibilities

    • Deliver approved gross written premium, policy-count and profitability targets for the Travel Channel.
    • Build and maintain a qualified pipeline of travel agencies, tour operators, airlines, online travel platforms, visa and education consultants, corporate travel accounts and other approved partners.
    • Drive quote-to-policy conversion, average premium, renewal and cross-sell across leisure, business, student and group travel propositions.
    • Monitor channel loss-ratio and campaign-return trends and implement corrective action where performance is below target.
    • Maintain accurate forecasts, CRM records and monthly performance reports.
    • Onboard priority travel partners, complete due diligence and agree measurable activation plans.
    • Manage partner relationships through contact plans, business reviews, renewal calendars and service-level follow-up.
    • Train partner staff on approved products, sales processes and customer disclosures; maintain training evidence.
    • Design seasonal campaigns and identify market, product, pricing and digital-journey improvements from partner and competitor insight.
    • Track active-partner ratio, partner productivity, campaign results and partner retention; close agreed improvement actions.
    • Coordinate accurate quotations, policy issuance, amendments, cancellations and documentation within agreed service levels.
    • Serve as the first escalation point for partner and customer enquiries, coordinating resolution with Underwriting, Operations, Finance and Customer Experience.
    • Monitor service turnaround times, policy-document delivery, complaints and root causes; close agreed remedial actions.

    Required Qualifications

    • Guide customers and partners on claims notification requirements and escalate urgent travel assistance cases through approved channels.
    • Track claims-service feedback and recurring issues without making claims-admissibility decisions outside delegated authority.
    • Provide clear, approved information on benefits, exclusions, limits, emergency assistance and claims procedures.
    • Ensure distribution is conducted through approved arrangements and in line with product terms, company policies and applicable requirements.
    • Support clear disclosures, customer-needs assessment, accurate documentation, data protection and timely escalation of complaints or conduct risks.
    • Maintain an audit-ready partner register, due-diligence records, agreements, training evidence and activity reports.
    • Escalate underwriting, pricing, claims, compliance or partner-conduct exceptions within prescribed timelines.
    • Maintain an annual development plan covering travel insurance, consultative selling, partner management, CRM/data analytics, conduct risk and relevant regulatory updates.
    • Complete mandatory training within prescribed timelines and demonstrate application through improved channel performance and audit readiness.
    • Share market intelligence, lessons learned and effective practices with Distribution, Product and Operations teams.
    • Bachelor's degree in Insurance, Business, Marketing, Tourism, Travel Management or a related discipline from a recognised institution.
    • Professional insurance qualification such as CII/ACII or AIIK is Mandatory.
    • Sound knowledge of general insurance, with practical understanding of travel insurance benefits, exclusions, policy wording, emergency assistance, claims notification and distribution controls.
    • Proficiency in CRM, Microsoft Office and data-analysis/reporting tools used for pipeline and performance management.
    • At least 5 years' relevant experience in insurance or financial services, including a minimum of 3 years in business development, account management or channel.

    Job Details

    Job Function

    Sales

    Minimum Experience

    5 years

    Education Level

    Bachelor’s Degree

    Area of Study

    Business

    Field of Study

    Insurance

    Additional Information

    How to Apply: Visit the application link provided on this page to submit your application.

    Master the Travel Insurance Sales Cycle

    This role lives at the intersection of insurance and travel. Hiring managers will probe how you convert partner relationships into premium growth while staying compliant. Show them you understand the channel's rhythm.

    1. Prove your channel acumen: On your CV, quantify your past success in building pipelines or growing partner accounts. Use numbers like 'grew premium by 20% in 12 months' or 'onboarded 15 new travel agents'. If you lack exact figures, describe the process you used to track and improve performance.

    2. Speak the partner's language: Travel agencies care about speed and simplicity. In the interview, explain how you'd streamline quote-to-policy processes for them. Mention tools like CRM pipelines and automated follow-ups to show you're operationally minded.

    3. Show compliance awareness: Insurance distribution is heavily regulated. Be ready to discuss how you ensure partners disclose product details correctly. Reference your knowledge of conduct risk and customer needs assessment.

    4. Prepare a 90-day plan: Outline how you'd assess the current partner base, identify quick wins, and set up a review cadence. This demonstrates strategic thinking and initiative.

    5. Highlight your training skills: You'll need to train partner staff. Give an example of a time you trained others and improved their performance. Mention any materials you created.

    6. Use data to tell stories: Bring examples of how you used data to spot trends or make decisions. For instance, 'I analyzed claims data to identify a product gap and launched a new add-on that increased uptake.'

    7. Know the travel insurance product: Brush up on common benefits, exclusions, and emergency assistance processes. Be ready to explain how you'd handle a customer complaint about a denied claim.

    8. Show you're a relationship builder: This role is about retention as much as acquisition. Share how you've maintained long-term partnerships and resolved conflicts. Emphasize your communication and follow-through.

    CareerSasa Safety Alert: Never pay employers or agencies for interviews, training, or job placement. Does a job request payment? Report it immediately using the "Flag" button. While CareerSasa vets job postings thoroughly, always verify opportunities independently.
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    Tags

    travel insurance
    business development
    partner management
    CRM
    sales