Job Purpose:
The job holder will be responsible for ensuring effective administration of Group Life and Credit Life business through operational excellence and intermediary relationship management.
Key responsibilities:
Business Retention & Growth – Support retention of business by providing superior services and adhering to set SLAs and TATs.
Relationship Management – Building strong and effective business relationships with our existing clients/intermediaries. Support collaboration with internal and external partners.
Credit Control – Participate in credit control meetings and assist in resolution of matters raised in the
credit control meeting.
Member Education – Assist in planning and conducting customer engagement activities, for example, member education and sensitization.
Reconciliation – Reconcile and prepare statements for assigned financial accounts and forward the same for approval to the Corporate Life Servicing Manager.
Intermediary Management – Prompt processing of commissions, prompt handling of queries from intermediaries and regular intermediary visits.
Premium Processing – Processing of supplementary costings and premium refunds and advising General Insurance on the same.
Prompt communication of medical underwriting requirements for members above the free cover limit.
Prompt communication of costing (new entrants, revised salaries & exits).
Ensure accuracy in costing and debit/credit notes.
Administration of combined solution i.e. Group Life & GPA/WIBA policies.
Ensure required information is provided to Life Claims Department to enable settlement of Group and credit life claims.
Generate and dispatch periodic customer statements.
Prompt handling of queries from direct clients.
Prepare reports as and when required.
Delegated Authority: As per the approved Delegated Authority Matrix.
Key Performance Measures:
As described in your Personal Score Card.
Knowledge, experience and qualifications required:
Bachelor’s degree in a business related field.
Progress in professional studies in insurance – AIIK or ACII.
1-3 years’ experience in a busy insurance company.
Technical/ Functional competencies:
Knowledge of group life service operations.
Knowledge of insurance industry and concepts.
Planning and organization skills.
Apply via :
britam.taleo.net
