Closing: Apr 26, 2024
This position has expiredPublished: Apr 18, 2024 (14 days ago)
Job Requirements
Education:
Work experience:
Language skills:
Job Summary
Contract Type:
Sign up to view job details.
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
Responsibilities
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
Applications submitted via Fuzu have 32% higher chance of getting shortlisted.