Britam is a leading diversified financial services group, listed on the Nairobi Securities Exchange. The group has interests across the Eastern and Southern Africa region, with operations in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and Malawi.

Job Purpose:

The role holder will be responsible for reviewing proposal forms, verifying client’s data, assessing the proposed risk within set standards, counter-checking the terms of the policy as well and reviewing the conditions of the policy.

Key responsibilities:

• Policy Analysis: Assess the proposed risk within set standards.
• Booking of retail policies and issuance of motor certificates.
• Review proposal forms to ensure compliance with U/W guidelines and KYC and ensure proper
  documentation and storage of information in DMS.
• Release policy documents, endorsements, valuation report to clients.
• Maintain high standards of customer service – responding to client’s enquiries; (walk-in clients, telephone
  and emails).
• Effective communication: Liaise with intermediaries and direct clients on issues relating to their policies.
• Apply the credit control policy by ensuring that debit/credit notes raised are mailed and that they reach
  the clients/intermediaries within the shortest time possible.
• Assist senior underwriters in assessing complex risks and gathering data that will help in decision making.
• Delegated Authority: As per the approved Delegated Authority Matrix.
• Perform any other duties as may be assigned from time to time.

Requirements

Knowledge, experience and qualifications required:

• Bachelor’s degree (insurance option preferred).
• Progress in Diploma in insurance or equivalent.
• At least three (3) years’ experience in the insurance industry.
• Computer literate.

Technical/ Functional competencies

• Knowledge of insurance regulatory requirements.
• Knowledge of insurance products.
• Sales and marketing management skills.
• Diplomatic in handling client relationship.