PURPOSE:
Responsible for customer service in relation to tasks involving policy membership and premium charges and endorsements over a period of time
PRIMARY RESPONSIBILITIES:
Accept or reject risk in line with the set underwriting guidelines;
Prepare and process policy documents;
Process renewals, endorsements and follow up on valuations;
Reconciliation of underwriting issues;
Process renewal notices follow up on lapses and valuations;
Respond to customer and intermediaries’ enquiries;
Raise refund cheques, commissions for customers and service providers;
Prepare and dispatch debit/ credit notes, member schedules premium and fund statements, utilization reports and replenishment letters to clients/ schemes;
Process and dispatch membership cards to clients and intermediaries and
Cancellation of policies due to non-payment of premiums.
Any other duty as may be given by the Branch Manager.
Academic and Professional Requirements
Education
Bachelor’s Degree in a relevant field
Computer literate in MS Office and other office applications
Part qualification in relevant professional field – Diploma in Insurance, ACII/AIIK will be an added advantage
Experience Required:
Relevant experience 2
Apply via :
cic.co.ke
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