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Bancassurance Business Retention Officer x2 at Sanlam Life Insurance

  • Full Time
  • Lusaka, Zambia
  • 000 USD / Year
  • Salary: 000

Sanlam Life Insurance

We’re in the business of planning for tomorrow. The never- ending pursuit of meticulously crafting our clients’ futures. We do this by truly appreciating the value of money and turning the materials we’re given into something more. It’s our trade and it is something we are passionate about. It’s what makes us Live with Confidence. Sanlam Life Insurance Zambia Limited seeks to recruit qualified and experienced professionals in the following vacancy:

Bancassurance Business Retention officer x2-(Lusaka – HQ)
Job Summary
Reporting to the Bancassurance Manager. Will have the responsibility for the effective retention and management of the Bancassurance business; manage the collections and customer
The job holder will also be responsible for making sure that all the processes are done within the agreed Service Level Agreements (SLA) and adherence to set Company Policies and Procedures.


Essential Duties/Responsibilities


Analysis of monthly sold business, ensuring that all sold business is correctly scheduled for standing orders & collections.
Revenue assurance and quality assessment of business
transacted to meet desired sales targets.
Liaise and collaborate with Bank Branches to improve revenue collection of transacted business.
Coordinating with other departments to project revenue on monthly basis
To constantly analyze business performance and give feedback to the sales team and client facing staff on suitable
markets for various products.
Reconciliation of revenue files with stakeholders both from the Bank and Insurance company
Reduce leakages through robust customer engagement plan and schedule monthly
Provide necessary business intelligence report advising
management on the best course of action to take.
Strategizing, planning & implementing new ideas of business
CRM and processes enhancement.
Identifying gaps in customer engagements and advising specific training needs to close the gaps.
Exercise checks and controls effectively, for disciplined performance.


Getting company retention strategies implemented effectively & feedback


Minimum qualifications and experience
Grade 12 (or equivalent)
Bachelor’s degree in Business Administration/IT/ Marketing/ Insurance or its equivalent from a recognized institution. Minimum of three (3) year’ relevant experience.

Method Of Application

Interested candidates who meet the minimum qualifications should apply to the Head of Human Resources, Sanlam Life Insurance Zambia Limited, Zenera House, Corner Lagos and Lubuto Roads P.O. Box 31991, Lusaka Zambia, or email to with SUBJECT Bancassurance Business Retention Officer not later than Wednesday, 17 August 2023.
Only shortlisted candidates will be contacted.

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