Old Mutual Customer Service Officer Jobs in Kenya
Old Mutual Customer Service Officer Jobs in Kenya
Job Description The incumbent will be responsible for enforcing underwriting controls in the branch including on-barding, certificates, booking of business, documentation, Implementing underwriting guidelines, processes and procedures to ensure quality underwriting and business, ensuring profitability of the branch through quality control and on-boarding, ensuring quality documentation, timely turn around and maintaining excellent customer service and retention support.
Key Tasks and Responsibilities
Enforce underwriting controls
Ensure compliance with underwriting guidelines
Debiting of premiums and processing of policy documents within set timelines
Debiting and processing of renewal endorsements
Processing and checking of underwriting Documents
Issuing of Endorsements
Issuing of Motor Certificates
Issuing and signing of yellow cards
Review and dispatch of notices within set TAT
Ensure work is done within the set standards of service – Customer service charter
Do a detailed weekly mail reports on outstanding work.
Give quality customer service to all our clients.
Safe keeping yellow cards.
Daily scanning and indexing of mails.
Issuance of valuation letters and follow up.
Adherence to the credit control policy.
Follow up renewals and reporting on status.
Processing of client and Bank refunds.
100% Adherence to the authority matrix.
Adherence to the underwriting guidelines and memos.
Ensure registry is fully maintained in an orderly
and is up to date.
Ensure compliance of AML and PEP guidelines.
Ensure cross sale and up sale opportunities are maximized.
Premium receipting of Mpesa, VISA and cheque payments and ensure cheques are banked on time -GI and Medical.
Issuing customers with updated/ correct customer statements.
Assisting clients with claims reporting (both GI & Health) and follow ups with Head office.
Onboarding of retail medical clients and ensuring the customers receive medical cards.
Perform any other duties as may be required by the management.
Skills and Competencies
Basic Underwriting skills.
Customer service skills.
Good Communication Skills.
Computer Literate.
Qualifications, Knowledge & Experience
Business Related Degree.
Advanced Industry Qualifications/ C.O.P
1 year’s experience √√in the Insurance Industry.
How to Apply
For more information and job application details, see; Old Mutual Customer Service Officer Jobs in Kenya
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