Duties and Responsiblities
Confirm membership data 45 days before renewal. Notify the client immediately of any discrepancies, and ensure all costs are finalized no later than two weeks before the renewal date.
Advise on new entrants and withdrawals within 12 hours of client notification and update records concurrently.
Keep an updated database of the scheme membership.
Request for medical requirements within 3 days of delivery of renewal data or new entrants to the insurer, and notify the client within two (2) days.
Update the medical register weekly and forward monthly letters to clients on compliance status after the grace period.
Debit / Credit and advise the client on all costings received from the insurer within 1 day.
Correctly Debit / Credit to avoid and reduce raising of reversals.
Ensure all monthly debiting is done before the close of E-Global/Agile.
Send premium statements to a client at the end of each month, highlighting the outstanding premiums with immediate follow-up on the same.
Update daily premium follow-up on the weekly Debtors register.
Hold monthly meetings (documented for the record) with the Insurer’s Operations staff to discuss and agree on reconciliations.
Ensure to request monthly reconciliations from the insurers by the 5th of every month.
Update the global register by the 15th of every month.
Key Result Areas
Customer retention
100% reconciliation between Minet and Insurers’ books
Zero risk exposures to the company
Key Competencies
Insurance Knowledge
Customer Service Orientation
Interpersonal and Communication Skills
Problem solving abilities
Resilience and persistence
Teamwork and collaboration
Continuous leaing and adaptability
Knowledge And Skills Required
Good communication skills
Good assessment, analytical and problem-solving skills
Ability to interact at all levels/stakeholder management
Business Awareness – Financial/insurance markets
Proven planning, coordination, and time management skills
Keen attention to detail
One (1) to two (2) years’ experience in the insurance industry
Professional and Academic Qualifications
Academic and Professional Qualification
Bachelor’s degree in a business-related field
Certificate of Proficiency in insurance
Two (2) years’ relevant experience
Apply via :
hr.minet.co.ke
