Check Off Officer

KEY PRIMARY 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

ACADEMIC 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

Industries:Higher Education

Function: Others