Responsibilities
- Maintain
and reconcile records of the premiums collected per institution and
follow-up on the outstanding premiums in liaison with the finance
function;
- Initiate
and sign-off new MOUs to open new check off markets in-line with company
guidelines
- Collect
Individual Life Premium schedules and payments from the Check off markets
- Process
payment schedules that accompany the scheme cheques
- Launch
new and amended Salary Deduction instructions
- Effect
Salary Stop orders on matured and surrendered policies
- Develop
and maintain quality business relationships with existing check off
schemes through structured business meetings and visitations to the key
personnel within the institutions
- Monitor
Check-Off client movements from one institution to another to ensure
smooth transition and continuity of premium payments
- Prepare
weekly and monthly reports on new, amended and stopped orders, premium
collected and the check off activity
- Validate
the data provided with the soft/physical documents from the system where
applicable and ensure completeness.
- Automate
check – off premium collection through system optimization
- Meet
expectations relative to productivity and service excellence to achieve
high organic growth in pay-points
- Proactively
maintain Check-Off data to identify trends, gaps, risks and opportunities
and share them with the sales team; use the insights to build innovative
ways to drive APA Life ‘s dominance within the institutions
- Identify
opportunities and make recommendations to management to improve Check-Off
operational processes and practices
- Any
other duties/tasks as assigned by the company from time to time
Qualifications
- Bachelor’s
degree in Business related field / Insurance or an equivalent.
Job Skills and
Requirements
- Accounting
skills
- Excellent
interpersonal and communication skills
- Demonstrable
confidence and excellent negotiation skills.
- A
strong team player with leadership skills
- Strong
in reviews, analysis and reporting
- Customer
focused with strong attention to detail
- Demonstrated
ability to take initiatives and be resourceful
- Strong
administrative and organizational skills
- Demonstrated
time management skills and ability to manage multiple priorities within
set TATs
- Tech
savvy – able to find new and exciting ways to use technology to improve
service delivery
Professional
Qualifications
- Attained
or progress in relevant qualification CPA/ACII/AIIK/LOMA
Experience
- At
least 3 years’ relevant experience
How to Apply
