Customer Service Officer - Mombasa

Date Posted: March 31, 2022, 4:33 a.m.

Old Mutual

Job Description

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 preferably in the Insurance Industry

Closing date: 06 April 2022

How To Apply

Interested and qualified candidates should submit their applications to Old Mutual via their career portal using the link Old Mutual Careers

Apply for this Job Now

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