Administration jobs, Secretarial jobs, Insurance jobs, Legal jobs,
Administrative Assistant
Main Purpose of the Job – (Job Summary)
Ensuring compliance and implementation of accounting LIFE and General underwriting policies, processes and procedures in line with the overall business strategy and objectives in matters relating to collection of premiums, management of branch expenses and underwriting.
Main Responsibilities
Life Underwriting Duty
- Creation of new clients in the system for Individual Life business.
- Collection and adjustment of policy premiums paid through direct debits instruction ,Mpesa, bankers order and local check offs
- Offering after sale service including loan repayment adjustment, policy revival, quotation and statement printing.
- Reconciling of local check off payment and follow up on check offs not received
- Assisting all branch intermediaries and liaising with head office where necessary.
General Underwriting Duties
- Ensuring that all policies/risks that have been ACCEPTED are compliant to underwriting guidelines and Regulators guidelines.
- Ensuring customer service to both internal and external clients by providing required underwriting services and documents
- Ensuring premium and data capture within set standards
- Reviewing, Preparing and dispatching renewal notices.
- Ensuring compliance to the general underwriting related company communication
General & Life Finance Underwriting Duties
- Issuing receipts promptly and ensuring that they are dispatched to the clients
- Preparing of banking slips and ensuring days collections are banked daily or following day
- Preparing and ensuring that daily collections report is in order and sent to head office
- Ensuring that files copies of the receipt are filed and hard copies forwarded to head office
- Processing of premium adjustments promptly
- Generating and reconciling agents, brokers and direct clients ledgers, queries and monthly statements
- Filing of monthly agents, brokers and direct clients statements’.
- Managing petty cash imprest for the branch
- Preparing monthly and annual withholding tax returns and commission reports
- Ensuring other administrative work at the branch is performed as per company’s expectations
- Ensuring customer service to both internal and external clients by providing prompt services that meets and exceeds customer’s needs.
- Any other duties assigned
2 or 3 Key Deliverables (specific to this position)
- Achieve underwriting profitability
- Customer Satisfaction
- Service Delivery
- Ensuring timely premium debiting
Internal
- Finance & Admin
- Claims
- Marketing
- HR
- ICT
- Reinsurance
- Legal
- Life
- Audit
- Risk
External
- Service providers
- Intermediaries
- Financial institutions
- Regulators
- Reinsurers
- Customers
- KRA
- Auditors
Job Specifications
Relevant Experience
- At least 1year of relevant experience
Academic Qualifications
- Undergraduate degree in any Business related field or equivalent
Professional Qualifications
- Accounts/CPA/ACCA. Insurance qualifications are added advantage
Key Job Skills (specific to the job)
- Analytical Skills
- Influencing skills
- Accounting and reporting skills
- Client relations
- Negotiation skills
- Presentation/ report skills
Insurance Skills (special Category)
- Technical knowledge & proficiency
General Skills
- Communication skills
- Interpersonal skills
- Customer Service
- IT skills (fluency)
KAC Competencies/Behaviours
- Integrity
- Reliability
- Transparency
- Professionalism
- Teamwork
- Quality
Assistant Manager Bancassurance and Alternative Channels
Main Purpose of the Job – (Job Summary):
To drive and develop life insurance sales through banc assurance and alternative distribution channel partners and ensuring service delivery for Individual / Corporate clients to achieve growth and profitability in line with the overall banc assurance & alternative channel business.
Main Responsibilities:
- Driving new business and customer retention through ban assurance and alternative distribution channels
- Establishing, maintaining and growing relations with Bank Officers and alternative partners to identify marketing opportunity and customer requirements.
- Managing and coordinating the smooth running of banc assurance / alternative channels for quality and quantity business
- Driving Customer Service, Banks and alternative business conservation activities.
- Handling, reporting, planning and administration of bancasurance and alternative distribution channels.
- Managing and implementing change initiatives to achieve desired business plans and culture.
- Driving business development and growth to achieve development product targets.
- Follow up on quotation and analyzing them for the purpose of presenting the same to prospective clients.
- Ensuring customer service to both internal and external client by evaluating business/ customer needs and offering financial solution the meet the client needs.
2 or 3 Key Deliverables (specific to this position):
- Business Growth
- Delivering growth and profitability
- Increase brand awareness and market penetration
- Offer excellent customer service to policyholders and claimants
Job Specifications
Experience
- At least 3 years of relevant experience
Academic Qualifications
- Bachelor degree in business related course
Professional Qualifications
- Professional Insurance Qualification ACII, AIIK/ CIM,
- Diploma or Certificate in marketing an added advantage
Key Job Skills (specific to the job)
- Marketing skills
- People management skills
- Financial Literacy
- Analytical skills
- Investment management
- Excellent interpersonal skills
- Good IT skills
- Presentation Skills
- Ability to prioritize and plan effectively
Insurance Skills (special Category)
- Bancassurance Knowledge
- Life business management skill
General Skills
- Communication skills
- Interpersonal skills
- Customer Service
IT skills Our Competencies/Behaviours
- Integrity
- Reliability
- Transparency
- Professionalism
- Teamwork
- Quality
Legal Clerk
Main Purpose of the Job – (Job Summary):
Office administration, overseeing mail management, and dispatch to ensure a smooth flow of work processes within the office in line with business objectives.
Main Responsibilities:
- Receipt and registration of all new claims received in the IT system and maintain a register thereof.
- Receive all incoming mail, collate documents in order of priority, and offer assistance to the legal officer handling branches for an efficient and speedy response to mail.
- Receive all incoming judgment advice and record in the judgment register for tracking to ensure timely attendance.
- Handling machine maintenance, departmental stationery requisition, and monitor the use thereof.
- Collecting EFT payment advises from accounts, preparing forwarding letters, and immediate dispatch; maintain a cheque/EFT dispatch register thereof.
- Dispatching letters, cheques/EFT, and summons to correct persons within the given timeline.
- Reconciling and payment of investigators’ and doctors’ fees within given timelines.
- Undertaking typing work within given timelines.
- Mail management, connecting all incoming mail to relevant files, and giving legal officers for action.
- Ensuring customer service to both internal and external clients by providing the required timely dispatch of letters, cheques, and claim files.
- Receipt of excess cheques.
- Handling the switchboard, receipt and dispatch of calls, telephone lines maintenance, management of the PABX system, etc.
2 or 3 key deliverables (specific to this position):
- Prompt payment and dispatch of cheques
- Effective mail management
- Clean offices, printers well maintained, stationery management
Resources Responsible for:
Direct Reports (Jobs reporting to this position):
Internal:
- Accounts
- Claims
- Branches
- Administration
- IT
External:
- External Advocates
Relevant Experience:
At least 2 years of relevant experience
Academic Qualifications:
- O’ Level
Professional Qualifications:
- Para-legal
- Certificate in business Management practice is an added advantage
Key Job Skills (specific to the job):
- Accuracy
- Coordination skills
- Time management
- Multitasking skills
Insurance Skills (special Category):
- N/A
General Skills:
- Communication skills
- Interpersonal skills
- Customer Service
- IT skills (fluency)
Our Competencies/Behaviours:
- Integrity
- Reliability
- Transparency
- Professionalism
- Teamwork
- Quality