PURPOSE:

Responsible for customer service in relation to tasks involving policy membership and premium charges and endorsements over a period of time

PRIMARY RESPONSIBILITIES:

• Accept or reject risk in line with the set underwriting guidelines;
• Prepare and process policy documents;
• Process renewals, endorsements and follow up on valuations;
• Reconciliation of underwriting issues;
• Process renewal notices follow up on lapses and valuations;
• Respond to customer and intermediaries’ enquiries;
• Raise refund cheques, commissions for customers and service providers;
• Prepare and dispatch debit/ credit notes, member schedules premium and fund statements, utilization reports and replenishment letters to clients/ schemes;
• Process and dispatch membership cards to clients and intermediaries and
• Cancellation of policies due to non-payment of premiums.
• Any other duty as may be given by the Branch Manager.

Academic and Professional Requirements

Education   

• Bachelor’s Degree in a relevant field
• Computer literate in MS Office and other office applications
• Part qualification in relevant professional field – Diploma in Insurance, ACII/AIIK will be an added advantage

Experience Required:

• Relevant experience    2