Client Service Officer - Meru at Old Mutual Kenya

Old Mutual Kenya is based in Nairobi and is part of a larger group that offers solutions in long-term savings, asset management and investment. We offer solutions to individuals and corporates underpinned by our core values which are: Respect, Integrity, Accountability and Pushing beyond boundaries.

 

Client Service Officer - Meru

  • Job TypeFull Time
  • QualificationBA/BSc/HND
  • Experience1 year
  • LocationMeru
  • Job FieldInsurance 

Job Description

  • Enforce underwriting controls including on-boarding, certificates, booking of business, and documentation.
  • Implement underwriting guidelines, process, and procedure to ensure quality underwriting and business.
  • Ensure profitability of the department through quality control and on-boarding
  • Quality documentation timely turn around - TAT and
  • Excellent customer service and retention support.

KEY RESPONSIBILITIES

  • Enforce underwriting controls.
  • Ensure compliance with underwriting guidelines and Standard Operating Procedures.
  • Ensure clean and accurate data capture.
  • Timely preparation of quotations and follow up.
  • Debiting of premiums and processing of policy documents within set timelines
  • Processing and checking of underwriting Documents.
  • Issuing & signing of Motor Certificates and Yellow cards.
  • Review and dispatch of notices and documents.
  • Ensure that work is done within the set standards of service and TAT.
  • Prepare relevant reports for management and departmental consumption.
  • Give quality customer service to all clients.
  • Safe keeping of security documents.
  • Daily scanning and indexing of mails.
  • Initiating motor valuation and follow up.
  • Adherence to the credit control policy.
  • Follow up renewals and ensure maximum retention of profitable accounts.
  • Timely processing refunds and follow up.
  • 100% Adherence to the authority matrix.
  • Ensure registry is fully maintained, orderly and up to date.
  • Ensure compliance of AML and PEP guidelines
  • Ensure cross sale and up sale opportunities are maximized.
  • Perform any other duties as may be required by the management.

SKILLS AND COMPETENCIES

  • Basic Underwriting skills and product knowledge
  • Customer service skills
  • Good Communication Skills
  • Computer Literate

QUALIFICATIONS (Academic, Professional, Experience)

Qualifications:

  • Degree preferably in insurance

Experience:

  • 1 year and above  

Method of Application

Interested and qualified? Go to Old Mutual Kenya on oldmutual.wd3.myworkdayjobs.com to apply

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