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Jubilee Health Insurance

Position: Relationship Manager - Corporate

Location: Dar es Salaam

Reports to: Head of Business Retention

About Jubilee Insurance

Jubilee Insurance was established in August 1937, as the first locally incorporated Insurance Company based in Mombasa. Jubilee Insurance has spread its sphere of influence throughout the region to become the largest Composite insurer in East Africa, handling Life, Pensions, General and Medical Insurance. Today, Jubilee is the number one insurer in East Africa with over 450,000 clients. Insurance has a network of offices in Kenya, Uganda, Tanzania, Burundi, and Mauritius. It is listed on the Nairobi Securities Exchange (NSE), Dar es Salaam Stock Exchange (DSE), and Uganda Securities Exchange. Its regional offices are leadership, quality, and risk management and have been awarded an AA- in Kenya and Uganda, and an A+ in Tanzania. For more information, visit www.jubileetanzania.co.tz.

We currently have an exciting career opportunity for the role of Relationship Manager - Corporate, Jubilee Health Insurance, Tanzania. The position reports to the Head of Business Retention.

Role Purpose

The Relationship Manager is responsible for managing client relationships and overseeing reporting activities to support retention strategies across corporate, SME, and individual client segments. This role focuses on delivering personalized client experiences, generating retention reports, and analyzing data to drive high renewal rates and customer satisfaction. The Relationship Manager collaborates with internal teams and external stakeholders to align retention efforts with organizational goals and regulatory standards, contributing to Jubilee Health Insurance's mission to deliver affordable, accessible, and reliable health insurance solutions in Tanzania and the East African region.

Main Responsibilities

Strategy

1. Support the implementation of retentions strategies to enhance client loyalty and policy renewals across all client segments

2.  contribute to initiatives in that improvement engagement through personalized communication and data driven retention programs

3.  providing sites from client interaction data and retention reports to inform retention strategies in client experience improvements

4.  assisting adopting customer relationship management systems and data Analytics tools to optimize retention reporting and client interactions

Operations

1. Manage relationships with assigned corporate, SME, and individual clients, ensuring proactive communication, timely issue resolution, and personalized service delivery.

2. Generate retention reports, including client retention rates, policy renewal rates, Net Promoter Score (NPS), and client satisfaction metrics, to support strategic decision-making.

3. Analyze retention data to identify trends, risks, and opportunities for improving client retention and satisfaction.

4. Respond to client inquiries, complaints, and requests, coordinating with internal teams and external partners (e.g., healthcare providers) to address needs and maintain positive relationships.

5. Monitor key performance indicators (KPIs) such as client retention rates, renewal rates, client satisfaction scores, and report accuracy.

6. Collaborate with Customer Service, Marketing, Product & Strategy, and Underwriting teams to align relationship management and reporting efforts with client needs.

7. Utilize CRM systems (e.g., Salesforce), data analytics tools, and Microsoft Office (Excel, PowerPoint, Word) to track client interactions, analyze retention data, and prepare reports.

8. Support the execution of retention initiatives, such as renewal campaigns, client appreciation events, and surveys, to strengthen client relationships.

9. Maintain accurate and secure documentation of client interactions, retention activities, and compliance records to support audits and regulatory reviews.

10. Ensure relationship management and reporting activities comply with Kenya's Insurance Regulatory Authority, Data Protection Act, and regional regulatory standards.

    nafasi za kazi

Corporate Governance

1. Support the implementation of retention strategies to enhance client loyalty and policy renewals across all client segments.

2. Contribute to initiatives aimed at improving client engagement through personalized communication and data-driven retention programs.

3. Provide insights from client interaction data and retention reports to inform retention strategies and client experience improvements.

4. Maintain accurate and secure documentation of client data, retention reports, and compliance activities to support audits and regulatory reviews.

5. Assist in adopting customer relationship management (CRM) systems and data analytics tools to optimize retention reporting and client interactions.

6. Adhere to controls to ensure ethical client engagement practices and data privacy in relationship management and reporting.

7. Follow documented relationship management and reporting procedures in line with governance standards and industry best practices.

Leadership

1. Demonstrate professionalism and accountability in managing client relationships and reporting tasks, contributing to team objectives.

2. Support the Head of Business Retention in implementing retention strategies and reporting improvements.

3. Provide input during team discussions on retention performance, client feedback, and reporting accuracy.

4. Promote best practices in relationship management, data analysis, and compliance within the team.

Key Competencies and Skills

1. Client relationship management and engagement to drive retention and renewals.

2. Knowledge of insurance regulations, compliance, and data privacy.

3. Strong analytical and problem-solving skills for retention insights and issue resolution.

4. Effective collaboration and stakeholder engagement with clear communication (verbal & written).

5. Proficiency in CRM systems (e.g., Salesforce), analytics tools, and MS Office Suite.

6. Data management, reporting, and tracking for informed decision-making.

7. High ethical standards, professionalism, and client-focused approach.

8. Ability to support process improvement and adapt to regulatory and market changes.

Qualifications & Experience

1. Bachelor's degree in Business Administration, Marketing, Customer Relationship Management, or related field.

2. Minimum of 2-3 years' experience in customer relationship management, client retention, or data analysis, preferably in insurance, healthcare, or financial services.

3. Proven track record in managing client relationships, driving retention, and generating reports to support business outcomes.

4. Hands-on experience with CRM systems (e.g. Salesforce), data analytics tools, and Microsoft Office Suite (Excel, PowerPoint, Word).

5. Basic knowledge of regulatory compliance (Insurance Regulatory Authority, Data Protection Act, regional standards) and industry practices in Tanzania and East Africa.

6. Contribution to retention programs, client engagement activities, or data-driven decision-making.

Professional Certifications Needed

1. Certification in Customer Relationship Management or Customer Service is desirable.

2. Certification in Data Protection and Insurance is strongly preferred.

3. Certification in Data Analytics (e.g., Microsoft Certified: Data Analyst Associate Foundation Level) and additional coursework in Client Retention, Data Analysis, or Insurance is an advantage.

4. Membership in relevant professional bodies (e.g., Marketing Society of Tanzania) and evidence of continuous professional development (CPD) credits required by relevant professional bodies, is desirable.

How to Apply

If you are qualified and seeking an exciting new challenge, please apply quoting the Job Title and Location to recruitment@jubileetanzania.co.tz.

Application deadline is the 22 May 2026. Only shortlisted candidates will be contacted.