Intermediary Service Channel Assistant - 2 Posts at Britam

Britam is a leading diversified financial services group, listed on the Nairobi Securities Exchange. The group has interests across the Eastern and Southern Africa region, with operations in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and Malawi. The group offers a wide range of financial products and services in Insurance, Asset management, Ban...

 

Intermediary Service Channel Assistant - 2 Posts

  • Job TypeFull Time
  • QualificationBA/BSc/HND
  • Experience0 - 2 years
  • LocationNairobi
  • Job FieldCustomer Care  , Insurance 

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.
  • Review all applications for insurance – determine the profiles of risks presented to the company for insurance and assess their acceptability or otherwise.
  • Initiate processing of AMC and Pension business through scanning and indexing new business applications, top ups, withdrawals, rollovers and switches.
  • Drive use of self-service portals for both FAs and customers.
  • Respond to FA’s queries and instructions within the set SLA’s for Intermediary Service channel.
  • Prepare and issue certificates and cover notes where necessary.
  • Implement credit control policy and ensure that premiums are debited and collected as required.
  • Ensure business retention through conservations of policies and renewals of General business.
  • Perform any task assigned by the Supervisor.

Key Performance Measures:

  • As described in your Personal Score Card.

Knowledge, experience and qualifications required

  • Bachelor’s degree (insurance option preferred).
  • At least 0-2 year’s experience in the insurance industry or business related field.
  • 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.

Method of Application

Interested and qualified? Go to Britam on britam.taleo.net to apply

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