JOB PURPOSE:
The job holder is responsible for delivering growth and underwriting profitability through proper underwriting of risks. The role also ensures that Certificates, Policy documents, debits and endorsements are issued as per the company’s Customer service charter and all process in department are adhered to and timelines met.
PRINCIPAL ACCOUNTABILITIES:
Establish proper documentation of risks and timely issuance of certificates, debits, policy documents and endorsements.
Establish efficient renewal process to achieve the set turnaround time for preparation and issuance of renewal notices for delivery of the desired retention rate.
Issuing and revising of quotes to intermediaries within recommended guidelines and follow up to ensure business closure.
Reconciliation of client accounts to reflect the business booked status on monthly basis.
Preparation and issuance of Renewal notices sixty dates before renewal date.
Check debt form filled in case of credit according to the company credit policy.
Prepare and issue cancellation notices in case of non-payment of premium for specified covers.
Provide advisory services to claims department on excesses, deductibles, and clauses applicable in case of a claim.
Confirmation of covers, issue and approve quotations.
Appoint property & vehicle valuers where necessary.
Issue new business policy documents and renewal schedules.
Monitor approval and dispatch of renewal and extra endorsements schedules.
Any other duties that may be assigned by the supervisor from time to time.
CUSTOMER SERVICE ROLES:
Ensure all TATs are adhered to in accordance with the customer service charter.
Monitoring clients’ queries and ensuring they are addressed, and correct quotation are provided within the set timelines and authority levels.
Follow up on premium collection from clients and ensure debited within the month.
Prepare and follow up premium refund in case of overpayment or cancellation from clients.
On a need basis carry out client visit with intermediaries for technical support and product presentation.
Any other duties that may be assigned by the supervisor from time to time. Any other duty as may be assigned from time to time.
KNOWLEDGE AND EXPERIENCE (Qualifications)
Minimum Academic Qualifications:
Actuarial/Business/Mathematics/Insurance related degree
Professional Qualifications:
Diploma in Insurance.
Experience:
Minimum 3 years’ relevant Working experience.
Knowledge.
Understanding of insurance industry
SKILLS AND COMPETENCIES.
Customer Oriented
Interpersonal skills
Team player
Problem solving Creative thinking
Planning & organizational skills
Dependability
Ethical
Confidence
Tactical
Innovation
Analytical thinking
Keen to details.
Apply via :
pacis.peopleshr.com
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