Ensuring compliance and implementation of accounting LIFE and General underwriting policies, processes and procedures in line with the overall business strategy and objectives in matters relating to collection of premiums, management of branch expenses and underwriting.
Life Underwriting Duty
- Creation of new clients in the system for Individual Life business.
- Collection and adjustment of policy premiums paid through direct debits instruction ,Mpesa, bankers order and local check offs
- Offering after sale service including loan repayment adjustment, policy revival, quotation and statement printing.
- Reconciling of local check off payment and follow up on check offs not received
- Assisting all branch intermediaries and liaising with head office where necessary.
General Underwriting Duties
- Ensuring that all policies/risks that have been ACCEPTED are compliant to underwriting guidelines and Regulators guidelines.
- Ensuring customer service to both internal and external clients by providing required underwriting services and documents
- Ensuring premium and data capture within set standards
- Reviewing, Preparing and dispatching renewal notices.
- Ensuring compliance to the general underwriting related company communication
General & Life Finance Underwriting Duties
- Issuing receipts promptly and ensuring that they are dispatched to the clients
- Preparing of banking slips and ensuring days collections are banked daily or following day
- Preparing and ensuring that daily collections report is in order and sent to head office
- Ensuring that files copies of the receipt are filed and hard copies forwarded to head office
- Processing of premium adjustments promptly
- Generating and reconciling agents, brokers and direct clients ledgers, queries and monthly statements
- Filing of monthly agents, brokers and direct clients statements’.
- Managing petty cash imprest for the branch
- Preparing monthly and annual withholding tax returns and commission reports
- Ensuring other administrative work at the branch is performed as per company’s expectations
- Ensuring customer service to both internal and external clients by providing prompt services that meets and exceeds customer’s needs.
- Any other duties assigned
2 or 3 Key Deliverables (specific to this position)
- Achieve underwriting profitability
- Customer Satisfaction
- Service Delivery
- Ensuring timely premium debiting
Internal
- Finance & Admin
- Claims
- Marketing
- HR
- ICT
- Reinsurance
- Legal
- Life
- Audit
- Risk
External
- Service providers
- Intermediaries
- Financial institutions
- Regulators
- Reinsurers
- Customers
- KRA
- Auditors
Life Underwriting Duty
- Creation of new clients in the system for Individual Life business.
- Collection and adjustment of policy premiums paid through direct debits instruction ,Mpesa, bankers order and local check offs
- Offering after sale service including loan repayment adjustment, policy revival, quotation and statement printing.
- Reconciling of local check off payment and follow up on check offs not received
- Assisting all branch intermediaries and liaising with head office where necessary.
General Underwriting Duties
- Ensuring that all policies/risks that have been ACCEPTED are compliant to underwriting guidelines and Regulators guidelines.
- Ensuring customer service to both internal and external clients by providing required underwriting services and documents
- Ensuring premium and data capture within set standards
- Reviewing, Preparing and dispatching renewal notices.
- Ensuring compliance to the general underwriting related company communication
General & Life Finance Underwriting Duties
- Issuing receipts promptly and ensuring that they are dispatched to the clients
- Preparing of banking slips and ensuring days collections are banked daily or following day
- Preparing and ensuring that daily collections report is in order and sent to head office
- Ensuring that files copies of the receipt are filed and hard copies forwarded to head office
- Processing of premium adjustments promptly
- Generating and reconciling agents, brokers and direct clients ledgers, queries and monthly statements
- Filing of monthly agents, brokers and direct clients statements’.
- Managing petty cash imprest for the branch
- Preparing monthly and annual withholding tax returns and commission reports
- Ensuring other administrative work at the branch is performed as per company’s expectations
- Ensuring customer service to both internal and external clients by providing prompt services that meets and exceeds customer’s needs.
- Any other duties assigned
2 or 3 Key Deliverables (specific to this position)
- Achieve underwriting profitability
- Customer Satisfaction
- Service Delivery
- Ensuring timely premium debiting
Internal
- Finance & Admin
- Claims
- Marketing
- HR
- ICT
- Reinsurance
- Legal
- Life
- Audit
- Risk
External
- Service providers
- Intermediaries
- Financial institutions
- Regulators
- Reinsurers
- Customers
- KRA
- Auditors
