PURPOSE OF THE JOB
The job holder is responsible for reviewing the risks and underwrite profitable business through preparation of policy documents whilst ensuring all business processes are adhered to as per set guidelines to enable the company meets its objectives through the acquisition, retention and service to clients.
KEY RESPONSIBILITIES
Underwriting Role
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 up to 50% of the treaty limit
Appoint property & vehicle valuers where necessary
Issue motor new business policy documents and renewal schedules
Execute bonds as per the set authority limits
Monitor approval and dispatch of renewal and extra endorsements schedules
Customer Service Role
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.
KNOWLEDGE AND EXPERIENCE
Qualifications:
Minimum Academic Qualifications
Degree in Business Related course
Professional Qualifications
Diploma in Insurance
Experience:
One (1) year relevant working experience
Knowledge
Understanding of insurance industry
SKILLS AND COMPETENCIES
Customer Oriented
Interpersonal skills
Team player
Creative thinking
Planning & organizational skills
Responsible
Ethical
Confidence
Reliability
Financial awareness
Analytical thinking
Keen to details
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Apply via :
careers@paciskenya.com
