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
QUALIFICATIONS, KNOWLEDGE & EXPERIENCE
Business Related Degree
Advanced Industry Qualifications/ C.O.P
1 year’s experience preferably in the Insurance Industry
Closing date: 06 April 2022
Interested and qualified candidates should submit their applications to Old Mutual via their career portal using the link Old Mutual CareersApply for this Job Now
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