KEY TASKS AND RESPONSIBILITIES
Manage relationships with intermediaries, brokers and clients and ensure that Service Level Agreement standards are met.
Retention of the existing business including renewal discussion in line business process and market intelligent information.
Create collaborative relationships with other departments (underwriting/pricing, claims, BD and product development) to determine value additions, process improvements designed to enhance the customer experience.
New business onboarding process in line with laid processes i.e KYC and AML guidelines.
Preparation of costing schedules for group risk schemes based on data provided by the brokers or clients and raising the invoice in the system.
Follow ups on premium payments in conjunction with the credit control teams.
In liaison with Legal teams ensure timely contract executions and sign offs
Preparing policy documents/renewal endorsements and ensuring scheme records are maintained both in various scheme files as well operating IT system.
Preparation of monthly reports as required i.e managements, finance, actuarial and reassurance.
Carry out member education to create awareness of the benefit scope and day to day scheme management.
Prepare letters for members whose sum assured are above FCL and ensure follow up with client/intermediaries.
Liase with underwriting team for cover acceptance and ensure underwriting terms are shared with the scheme.
Daily scheme management i.e query management within TAT, adding new members to the scheme/Deleting exits and raising debit/credit note as required.
Analyze reported claims to ensure the scheme and the members were fully declared prior to claim occurring.
Prepare commissions payments for our brokers and agents.
Provide quality customer service to both internal and external clients.
Any other roles assigned by the supervisor.
SKILLS AND COMPETENCIES
Good communication skills
Computer literate
Good assessment and analytical skills
Ability to interact at all levels
Knowledge of insurance market
Report writing and presentation skills
Good product knowledge
KNOWLEDGE, EXPERIENCE &QUALIFICATIONS
Product and process knowledge
Possess strong verbal and written communication skills
Ability to work as part of a team
Proven analytical skill
Possess excellent arithmetic skills.
Self-starter who shows initiative and is able to work under minimal supervision
Undergraduate Degree in Commerce (Insurance Option), Actuarial Science or Business related.
Professional qualifications in Insurance such as AIIK,CII, COP added advantage.
At least 2 years’ experience in a similar role.
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