Senior Corporate Life Servicing Officer 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...
Senior Corporate Life Servicing Officer
- Job TypeFull Time
 - QualificationBA/BSc/HND
 - Experience3 - 6 years
 - LocationNairobi
 - Job FieldInsurance
 
Job Purpose:
- The job holder will be responsible for ensuring effective administration of Group Life and Credit Life business through operational excellence and intermediary relationship management.
 - Assist the Assistants/Officers to meet the set SLAs and TATs by providing basic guidance on processes and procedures.
 
Key responsibilities:
- Business Retention & Growth - Ensure retention by providing superior services, regular client visits and attending scheme renewal meetings to advise clients on cover enhancements.
 - Relationship Management - Building strong and effective business relationships with our existing clients/intermediaries. Support collaboration with internal and external partners.
 - Scheme Compliance - Ensuring all schemes are on-boarded, administered and managed in full compliance with existing legislation and internal processes and procedures.
 - Risk and Compliance - Ensure compliance to procedures and processes.
 - Credit Control - Participate in credit control meetings and assist in resolution of matters raised in the credit control meeting.
 - Trainer and Subject Matter Expert - Serve as a subject matter expert and trainer to newly recruited Life Servicing Assistants.
 - Member Education - Assist in planning member education and sensitization activities and initiatives.
 - Reconciliation - Reconcile and prepare statements for assigned financial accounts and forward the same for approval to the Corporate Life Servicing Manager.
 - Intermediary Management - Perform intermediary on boarding, prepare SLAs, ISAs and IPSAs and ensure sign of all intermediary related documents.
 - Premium Collection - Manage premium collection and refund procedures for lost accounts. Monitor premium arrears for policy movements and share reports with Sales and Finance.
 - Administration of combined solutions i.e. Group Life & GPA/WIBA policies.
 - Generate and dispatch periodic customer statements.
 - Prompt handling of queries from intermediaries and direct clients.
 - Prepare reports as and when required.
 - Delegated Authority: As per the approved Delegated Authority Matrix.
 
Key Performance Measures:
As described in your Personal Score Card.
Knowledge, experience and qualifications required
- Bachelor’s degree in a business-related field.
 - Professional studies in insurance – AIIK or ACII.
 - 3-6 years’ experience in a busy insurance company.
 
Technical/ Functional competencies:
- Knowledge of group life service operations.
 - Knowledge of insurance industry and concepts.
 - Planning and organization skills.
 
Check how your CV aligns with this job
Method of Application
Interested and qualified? Go to Britam on britam.taleo.net to apply
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