PURPOSE:
This role entails underwriting general classes of insurance for both bank and non-bank clients, to offer wholesome insurances which in return increases and retains income to Bancassurance.
KEY PRIMARY RESPONSIBILITIES:
Reviewing insurance applications for compliance and adherence.
Placing businesses with Insurers
Preparing renewal schedules and obtaining quotes for competitive insurance premiums and sharing with Clients
Obtaining rates from the insurance companies and preparing quotation for new businesses
Arranging, preparing of renewal register and renewing of existing businesses
Creating Customers in CRM system, debiting/endorsing policies in GIS system
Checking policy documents to ensure the terms, conditions and warranties are favorable to our clients.
Regular dispatching of policy documents and endorsements to Customers,
Following up on documents from various insurers after placing covers
Timely issuance of Motor Certificates and sharing with Customers
PERSON SPECIFICATIONS
Academic Qualifications
College Diploma and Certificate of Proficiency in Insurance
Professional Qualifications
At least 5 years relevant experience.
Certificate of Proficiency in Insurance or an equivalent professional qualification
Skills and Attributes
Excellent communication and interpersonal skills.
Excellent knowledge of insurance policies and ability to relate policy provisions
Ability to make logical, rational and sound judgment.
Team Player
Proficiency in Microsoft Office
Basic data analysis skills
Self-driven individual
Apply via :
imbank.bamboohr.com
