Job Purpose:
The role of the DDO Associate I will be to:
Provide prompt, efficient and effective operational support by entering into LOB systems requisite customer and related product information as per given documentation, performing verification and quality assurance of customer data & information on the customer record and CRM data.
Manage and maintain all company’s physical documents and records.
Co-ordinate activities and support services within the Registry function.
Give effective supervision to the outsourced registry assistants.
Scanning, assembling and franking of policy documents and dispatch process.
Key responsibilities:
Daily & monthly reporting of registry and policy assembly processes.
Ensure client details/ instructions are accurately and timely processed in line with the requisite processes.
Co-ordinate any out-sourced services of document storage and retrieval.
Policy document: printing, franking, assembly and scanning to DMS.
Ensure timely dispatch of assembled policy schedules to branches within TAT.
Processing the completion of new business, client services e.g. issuance of policy documents while adhering to set procedures and guidelines thus limiting the exposure to risk and litigation.
Verifying stamp duty amount due on the sum assured.
Dispatch and tracking of policy documents to branches.
Physical document handling:
Receipt and verification of records submitted by branches and business units
Arrangement and retrieval of physical documents.
Sorting of documents and verifying their attachments.
Accurate and timely processing of client requests.
Manage escalation reports of recurrent issues vis-à-vis agreed Service Level Agreements.
Escalate quality issues to Operations manager for management.
Participate in development of knowledge base within DDO.
Key Performance Measures:
As described in your Personal Score Card.
Knowledge, experience and qualifications required:
A Degree or diploma in Records Management or Information Science.
A minimum of 2 years’ experience in a busy Registry / Archives or branch.
Computer Literate; emphasis on Microsoft Office and EDMS.
Minimum grade of C PLAIN in KCSE secondary education.
Technical/ Functional competencies:
Knowledge of insurance regulatory requirements.
Knowledge of insurance products.
Good communication and customer service skills.
Should possess functional knowledge, be result oriented and have problem solving skills.
Technical skills to effectively perform activities at the Registry in a manner that consistently produce high quality service to customers.
Consistency in adherence to the application of established policies, processes, procedures and tools in achieving compliance requirements, optimal efficiency, and resource utilization.
Interpersonal skills to effectively communicate with and manage expectations (internal) and other stakeholders who impact performance.
Self-empowerment to enable development of open communication, teamwork and trust that are needed to support performance and customer-service oriented culture.
Ability to take initiative/responsibility to ensure that daily duties, routines and related additional tasks are completed timely.
Apply via :
britam.taleo.net
