Assistant Underwriter -Kitengela

KEY PRIMARY RESPONSIBILITIES

Analysing the risk presented through proposal forms and accepting business in line with the set criteria

Vetting, capturing and processing data on proposal, agent and claim forms in the system within the stipulated TATs;

Analysing the risk presented through proposal forms and accepting business in line with the set criteria and limits;

Addressing enquiries and feedback from clients and intermediaries within the timelines stipulated in the service charter and/or SLAs signed with respective clients and intermediaries

Follow up on cases not issued to ensure maintenance of a high conversion rate

Receiving, scanning and sending of documents to Head Office e.g. proposal forms, claim forms, cheques, deposit slips etc.;

Receipting and banking of cheques received at the branches;

Processing and coding new financial advisors in the system;

Facilitating the delivery of policy documents, discharge vouchers and receipts to the clients within set TATs

Providing administrative support to the life team

Preparing quotations in response to customers and agents request for proposals;

Procuring and distributing stationary (marketing materials) to the life team;

Registering and forwarding claims together with necessary documentation and following up on settlement;

Assist in the planning and logistics of branch trainings, meetings with independent agents, brokers and client visits;

Assist in identifying and communicating on opportunities and threats in the branches;

Accounting for branch petty cash management and finance administrative issues in liaison with the Branch Manager;

Calling of clients to ensure quality checks, business conservation and increased persistency

Assist in lead generation for new business

Supporting digitization of manual processes, system optimisation and implementation

Any other duties as assigned by the company from time to time

ACADEMIC QUALIFICATIONS

Bachelor’s degree in a Business related field/Insurance/Marketing or an equivalent

JOB SKILLS AND REQUIREMENTS

A strong team player with leadership skills

Interpersonal and Communication skills

Strong in reviews, analysis and reporting

Industries:Insurance

Function: Content Writing