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DFCU Bank
Kampala, Uganda
Closing: Apr 1, 2024
14 days remainingPublished: Mar 11, 2024 (7 days ago)
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To provide excellent customer service levels to both clients and underwriters as well as to ensure business retention and growth under the overall supervision of the Principal Officer.
To provide excellent customer service levels to both clients and underwriters as well as to ensure business retention and growth under the overall supervision of the Principal Officer.
Maintaining client relations for better customer service.
Ensure 95% business retention. Any lost accounts must be reported.
Timely and qualitative preparation of quotations and follow up to ensure achievement
Preparing weekly logs to give management an overview of the business retained and new business opportunities for the week.
Ensure correct underwriting info is received from the client i.e. Sums insured and limits of liability and shared with the respective underwriters accordingly.
Scrutiny of all documentation before they are sent through to the clients, ensuring that they are done according to the clients’ instructions.
Ensure accurate input of data in the system for precise reporting
Coming up with strategies to increase growth and retention.
Invoicing –Done timely and accurately. Invoices should be sent to clients on a weekly basis (two days from receipt of instructions)
Timely collection of premiums and monitoring of debt – Ensure that all outstanding premium is settled promptly as required by the Law.
Reconciliation: Ensure correct receipting and allocation of premiums. (Confirm insurer invoices match with ours)
Documentation: guide clients on necessary documents required and scrutinise documents received for accuracy and completeness
Claims Progress: Ensure regular updates of claims to clients, escalate promptly if necessary
Reports: share regular claim reports with your clients
Prepare any reports that may be required by management from time to time.
Business growth
Business retention
Best in the market service
Sound reporting to guide current income
Qualifications and Educational Requirements
Competency in computer packages including MS Excel/PowerPoint/Word
Diploma in business or insurance studies
Basic knowledge in accounts
Knowledge, Experience and Competences
Experience in the customer service field
Knowledge and experience in account management
Communication Skills
Basic knowledge of accounts
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