SKILLS, KNOWLEDGE & COMPETENCIES

• Client relationship management – Build and maintain strong relationships with key stakeholders including clients, intermediaries and healthcare service providers
  
• Compliance with regulatory requirements and departmental set guidelines
  
• Credit control – Ensure effective credit control practices, working with accounts to minimize unpaid premiums
  
• Endorsing and invoicing client accounts - Ensure timely and accurate processing of policy endorsements and invoicing activities for client accounts, maintaining billing integrity, customer satisfaction, and compliance with insurance regulations
  
• Ensure completeness of insurance documentation - Maintain accuracy, compliance, and operational efficiency by ensuring all required insurance documents are complete, current, and properly filed according to regulatory and organizational standards.
  
• Ensuring formal underwriting guidelines including rate, policy wording and reinsurance terms are complied with
  
• Follow up renewal notices to ensure retention - Monitor, manage, and execute a structured renewal communication to ensure timely follow-up on upcoming scheme expirations. Coordinate with cross-functional teams to resolve renewal obstacles, reinforce product value, and close renewal commitments.
  
• Intermediary and client visits - Build and maintain strong relationships with intermediaries (brokers, agents) and corporate or individual clients through regular face-to-face engagements, enhancing customer satisfaction, driving business retention, and identifying growth opportunities within the medical insurance portfolio.
  
• Maintain and account for accountable documents in EDMS - Manage, track, and maintain accountable documents such as policy contracts, underwriting approvals, claim decisions, premium invoices, and client correspondence within the EDMS platform. Ensure all critical documents are properly categorized.
  
• Prepare invoices for premium payment.