Role Purpose
The role holder is responsible for conserving
existing business and providing superior services to retirement benefits
business clients. This role ensures full compliance with procedures and
guidelines as outlined in the operations manuals, while delivering exceptional
customer service and maintaining accurate record-keeping
Main Responsibilities
Operational
Business Growth. Conserving existing business
and offering alternative products to existing clients e.g., annuity, cross sell
and following up/providing leads for new business.
Manage the administration of retirement
benefits plans for corporate clients.
Ensure accurate record-keeping of participant
data, contributions, and benefit calculations.
Maintain up-to-date participant records and
handle all necessary documentation.
Provide exceptional customer service to
retirement benefits business clients.
Address inquiries and resolve issues related to
retirement plans promptly.
Identify opportunities for process improvements to enhance operational efficiency.
Streamline administrative processes to minimize
errors and maximize productivity.
Work with internal teams to implement system enhancements
and automation.
Statistical Analysis & Returns. Preparing
summary/ statistical reports of the Retirement Benefits schemes. Also preparing
returns in respect of the Retirement Benefits schemes as assigned for
submission within the timelines provided. Monitor key performance indicators
and implement measures to achieve targets.
Maintain accurate and up-to-date records of
retirement plans and participant information.
Generate reports and provide timely and
accurate information to clients.
Collaborate with internal stakeholders to meet
reporting obligations.
Corporate Governance
Adhere to regulatory requirements and internal
policies, ensuring compliance in all aspects of insurance servicing.
Implement and uphold robust data protection and
privacy practices, safeguarding customer information and ensuring
confidentiality.
Participate in audits and internal control
assessments, addressing any identified gaps or issues promptly.
Compliance. Stay updated with insurance
regulations and underwriting best practices to ensure compliance with industry
standards.
Adherence to the laws and regulations of Kenya,
the policies and regulations within the insurance industry and all internal
company policies and procedures.
Ensuring compliance with applicable statutory
and regulatory requirements and establishing mitigation measures against
emerging business risks.
Culture
Fostering a corporate culture that promotes
ethical practices and good corporate citizenship while maintaining a conducive
work environment.
Collaborate with cross-functional teams to
develop initiatives that promote a positive and inclusive company culture.
Individualized Development Planning: Create
personalized development plans that align with your career aspirations and the
organization’s objectives.
Key Competencies
Attention to detail and accuracy in retirement plan
administration.
Strong customer service and relationship management
skills.
Knowledge of retirement benefits regulations and
compliance requirements.
Analytical and problem-solving abilities to resolve
complex issues.
Excellent organizational and time management skills.
Strong communication and interpersonal skills.
Academic Background & Relevant Qualifications
Bachelor’s degree in Insurance, Finance, Business or
any other related course
Diploma in Insurance.
TDPK, LOMA/CII/IIK Qualification will be an added
advantage.
Minimum 2-3 years’ experience in a similar role
How to Apply
If you are qualified and seeking an exciting new
challenge, please apply via Recruitment@jubileekenya.com quoting
the Job Reference Number and Position by 9th July 2024. Only
shortlisted candidates will be contacted.
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