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Director Of Finance And Operations

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Restless Development

Finance And Logistics Officer

Kampala, Uganda

Only on Fuzu

Senior Account Executive

Closing: Apr 1, 2024

5 days remaining

Published: Mar 11, 2024 (17 days ago)

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Job Requirements

Education:

Work experience:

Language skills:

Job Summary

Contract Type:

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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.


Responsibilities

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.


1. Operations:
  • 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.

2. Credit Control:
  • 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)

3. Claims:
  • 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.

Key Outputs/Deliverables
  • 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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