Intermediary & Client Service Assistant 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 & Client Service Assistant

  • Job TypeFull Time
  • QualificationBA/BSc/HND
  • Experience0 - 2 years
  • LocationNairobi
  • Job FieldInsurance 

Key Responsibilities

  • Provide information and a premium service to Britam Intermediaries, on products and services while delivering high quality service.
  • Intermediary Service Relationship support as per assigned Regions.
  • Support SME Tier II client portfolio management.
  • Follow up on Pension Tier II arrears & support timely receipting and posting of premiums.
  • Resolve customer queries and complaints efficiently.
  • Support member education initiatives and conduct on-site client visits.
  • Process T-Pay requests
  • Perform policy audits for Ordinary life policies when requested.
  • Processing of claims & benefits under instructions of and in liaison with the Manager, Intermediary Service.
  • Investigate and respond to all FA enquiries promptly within Intermediary Service Channel within the set SLA’s
  • Escalate complex queries to the appropriate functional area
  • Process Intermediary Instructions according to the Delegation of authority matrix within set SLA’s
  • Maintain an accurate record of all customer interactions in CRM through walkin clients, phone calls, letters, FAs, emails and other customer interactions.
  • Implement credit control policy and ensure that premiums are debited and collected as required.
  • Carry out customer and product related document processing.
  • Perform any other duties as may be assigned from time to time

Knowledge, experience and qualifications required

  • Bachelor’s degree in a business related field (insurance option preferred)
  • Progress in Professional qualification in Insurance (ACII, FLMI or AIIK)
  • At least 0-2 year’s experience in the insurance industry or business related field
  • Experience in customer service

Check if your CV matches this job with MyJobMag AI

Method of Application

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

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