Kisumu Branch
Job Purpose:
The job holder is responsible for delivering growth
and underwriting profitability through proper underwriting of risks. The role
also ensures that Certificates, Policy documents, debits and endorsements are
issued as per the company’s Customer service charter and all process in
department are adhered to and timelines met.
Principal Accountabilities:
- 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.
- Appoint property & vehicle valuers where necessary.
- Issue new business policy documents and renewal schedules.
- Monitor approval and dispatch of renewal and extra
endorsements schedules.
- Any other duties that may be assigned by the supervisor from
time to time.
Customer Service Roles:
- Ensure all TATs are adhered to in accordance with the customer
service charter.
- 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.
- Any other duties that may be assigned by the supervisor
from time to time. Any other duty as may be assigned from time to time.
Knowledge And Experience (Qualifications)
Minimum Academic Qualifications:
- Actuarial/Business/Mathematics/Insurance related degree
Professional Qualifications:
- Diploma in Insurance.
Experience:
- Minimum 3 years’ relevant Working experience.
Knowledge.
- Understanding of insurance industry
Skills And Competencies.
- Customer Oriented
- Interpersonal skills
- Team player
- Problem solving Creative thinking
- Planning & organizational skills
- Dependability
- Ethical
- Confidence
- Tactical
- Innovation
- Analytical thinking
- Keen to details.
How To Apply