Main Purpose of the Job – (Job Summary)
Ensuring compliance and implementation of accounting LIFE and General underwriting policies, processes and procedures in line with the overall business strategy and objectives in matters relating to collection of premiums, management of branch expenses and underwriting.
Main Responsibilities
Life Underwriting Duty
Creation of new clients in the system for Individual Life business.
Collection and adjustment of policy premiums paid through direct debits instruction ,Mpesa, bankers order and local check offs
Offering after sale service including loan repayment adjustment, policy revival, quotation and statement printing.
Reconciling of local check off payment and follow up on check offs not received
Assisting all branch intermediaries and liaising with head office where necessary.
General Underwriting Duties
Ensuring that all policies/risks that have been ACCEPTED are compliant to underwriting guidelines and Regulators guidelines.
Ensuring customer service to both internal and external clients by providing required underwriting services and documents
Ensuring premium and data capture within set standards
Reviewing, Preparing and dispatching renewal notices.
Ensuring compliance to the general underwriting related company communication
General & Life Finance Underwriting Duties
Issuing receipts promptly and ensuring that they are dispatched to the clients
Preparing of banking slips and ensuring days collections are banked daily or following day
Preparing and ensuring that daily collections report is in order and sent to head office
Ensuring that files copies of the receipt are filed and hard copies forwarded to head office
Processing of premium adjustments promptly
Generating and reconciling agents, brokers and direct clients ledgers, queries and monthly statements
Filing of monthly agents, brokers and direct clients statements’.
Managing petty cash imprest for the branch
Preparing monthly and annual withholding tax returns and commission reports
Ensuring other administrative work at the branch is performed as per company’s expectations
Ensuring customer service to both internal and external clients by providing prompt services that meets and exceeds customer’s needs.
Any other duties assigned
2 or 3 Key Deliverables (specific to this position)
Achieve underwriting profitability
Customer Satisfaction
Service Delivery
Ensuring timely premium debiting
Internal
Finance & Admin
Claims
Marketing
HR
ICT
Reinsurance
Legal
Life
Audit
Risk
External
Service providers
Intermediaries
Financial institutions
Regulators
Reinsurers
Customers
KRA
Auditors
Job Specifications
Relevant Experience
At least 1year of relevant experience
Academic Qualifications
Undergraduate degree in any Business related field or equivalent
Professional Qualifications
Accounts/CPA/ACCA. Insurance qualifications are added advantage
Key Job Skills (specific to the job)
Analytical Skills
Influencing skills
Accounting and reporting skills
Client relations
Negotiation skills
Presentation/ report skills
Insurance Skills (special Category)
Technical knowledge & proficiency
General Skills
Communication skills
Interpersonal skills
Customer Service
IT skills (fluency)
KAC Competencies/Behaviours
Integrity
Reliability
Transparency
Professionalism
Teamwork
Quality
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kenindia.com