Britam Intermediary Service Channel Associate Jobs in Kenya

Britam Intermediary Service Channel Associate Jobs in Kenya

Job Purpose:

Assist in underwriting and risk assessment within the set standards of service to ensure quality and timely service.

Key Responsibilities:

Provide information and a premium service to Britam Intermediaries, on products and services while delivering high quality service.

Raising service requests within the CRM for issues that can’t be resolved, and follow up/Escalate.

Follow up to ensure the item is resolved.

Updating Intermediary records in the systems database as per procedures.

Initiate investigation through escalation of complaints not solved to the Intermediary Service Team Leader

Review all applications for insurance – determine the profiles of risks presented to the company for insurance and assess their acceptability or otherwise.

Confirmation and receipt of General insurance premiums.

Prepare quotations as per authority matrix.
Conduct Risk surveys for small risks as per authority matrix.

Prepare & amp issue certificates and cover notes where necessary.

Ensure timely preparation and dispatch of policy documents including valuation reports, debit & credit notes & endorsements and authorizing them within agreed and set authority limits.

Implement credit control policy and ensure that premiums are debited and collected as required.

Assess the loss ratios and ensure adherence to the underwriting guidelines at renewal.

Process renewals and issue renewal quotations.

Perform policy audits for Ordinary life policies when requested.

Initiate processing of AMC and Pension business through scanning and indexing new business applications, top ups, withdrawals, rollovers and switches.

Processing of claims & benefits under instructions of and in liaison with the Intermediary Service Team Leader.

Drive use of self-service portals for both FAs and customers.

Ensure business retention through conservations of policies and renewals of General business.

Identification of FA learning gaps and addressing it with assistance from the sales training team.

Sales Agents Portfolio Management.(Recommend this moves to commercial).

Effecting Recruitment, Terminations and Reinstating.

COP and Sales Agent facilitation loans accounts reconciliation.

Management of Unit Manager recruitment and onboarding processes.

Compiling of Sales Agent Data on Group Life and Last expense received from branch and communicating the same to Group life department.
Management of Merchandise shop.

Knowledge, Experience and Qualifications Required

Bachelor’s degree (insurance option preferred).

At

least Three years experience in the insurance industry.

Progress towards attaining professional qualification in Insurance (ACII, AIIK, FLMI).

Experience in customer service.

Technical/ Functional Competencies

Knowledge of insurance concepts.

Knowledge of underwriting processes and procedures.

Technical competence in underwriting insurance risks.

Knowledge of insurance regulatory requirements.

Knowledge of Britam products.

Leadership category responsibility framework (Core Competencies)

Emerging Leaders in Britam need to:

Plan, direct and apply efficiencies and resources in order to optimize output and profitability against time, cost and team targets.

Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation.

Ensure that department priorities are adhered to and effectively communicated.

Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate.

Embody a high performance, proactive culture.

Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimize operational effectiveness.

Effectively communicate resource needs, possible opportunities and achievements to management in
order to aid them in their decision-making.

Effectively set and monitor priorities and objectives for more junior staff.

Understand and communicate objectives in relation to the larger organizational impact.

Effectively disseminate knowledge within the correct context, towards subordinates as well as management.

Appropriately model the company values while setting the pace and energy for delivering.

Effectively manage and communicate change within the department in order to increase staff and process effectiveness.

Provide access to accurate and consistent information and services across all channels.

Ensure a seamless experience for clients.

Improve service delivery for clients.

Engage in continuous brand building to become the trusted partners to clients.

How to Apply

For more information and job application details, see; Britam Intermediary Service Channel Associate Jobs in Kenya

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