Job Summary
The role holder will be responsible for the e ective processing of underwriting documents and veri cation of client data and assessment of the proposed risks within the set standards.
Key Responsibilities
Assess the proposed risk within set standards to accurately determine the risk the business is taking
Policy generation and motor certificate issuance
Preparation of policy documents
Policy endorsements
Policy reconciliation
Policy renewal
Policy debiting
Policy cancellations
Issuance of cover notes
Issuance of quotations
Keep detailed and accurate records of policies underwritten and decisions made
Maintain high standards of customer service by responding to client’s enquiries (walk-in clients, telephone, and emails) and efficiently address their issues
Assist clients in identifying our products (policies) that suit their needs in line with insurance principles.
Liaise with intermediaries and direct clients on issues in relation to their policies to provide correct information to the client
Apply the credit control policy and ensure that debit/ credit notes raised, are raised in the correct month to facilitate collection
Ensure proper filing of client information both manual and electronic for easy retrieval of documentation when required
Embrace governance requirements with respect to KYC/AML/Data protection requirements per governing Acts.
Record customer complaints with the customer complaints champion in the department and offer solutions where necessary.
Qualifications
Bachelor’s degree in Insurance, Finance, Economics, or other business-related discipline
Progress towards Diploma in Insurance (ACII or AIIK), (at least 3 papers or equivalent).
Experience
2 years’ experience in the insurance or financial services industry.
Competencies
Understanding of insurance operations and concepts
Knowledge of insurance products
Knowledge of underwriting processes and procedures
Technical competence in underwriting insurance risks
Knowledge of insurance regulatory requirements
Delivering results and meeting customer expectations
Following instructions and procedures
Coping with pressures and setbacks
Relating and networking
Analysing
Working with people
Applying expertise and technology
Learning and researching
Presenting and communicating information
Adhering to principles and values
Achieving personal work goals and objectives
go to method of application »
If you meet the above requirements, you are encouraged to forward your application and updated CV to vacancies@heritage.co.ke by 30th November, 2023. Clearly state the job title on the subject heading. Heritage is an equal opportunity employer and actively encourages diversity. Please note that only shortlisted candidates will be contacted.
Apply via :
vacancies@heritage.co.ke
