KEY PRIMARY RESPONSIBILITIES

• Analysing the risk presented through proposal forms and accepting business in line with the set criteria
• Vetting, capturing and processing data on proposal, agent and claim forms in the system within the stipulated TATs;
• Analysing the risk presented through proposal forms and accepting business in line with the set criteria and limits;
• Addressing enquiries and feedback from clients and intermediaries within the timelines stipulated in the service charter and/or SLAs signed with respective clients and intermediaries
• Follow up on cases not issued to ensure maintenance of a high conversion rate
• Receiving, scanning and sending of documents to Head Office e.g. proposal forms, claim forms, cheques, deposit slips etc.;
• Receipting and banking of cheques received at the branches;
• Processing and coding new financial advisors in the system;
• Facilitating the delivery of policy documents, discharge vouchers and receipts to the clients within set TATs
• Providing administrative support to the life team
• Preparing quotations in response to customers and agents request for proposals;
• Procuring and distributing stationary (marketing materials) to the life team;
• Registering and forwarding claims together with necessary documentation and following up on settlement;
• Assist in the planning and logistics of branch trainings, meetings with independent agents, brokers and client visits;
• Assist in identifying and communicating on opportunities and threats in the branches;
• Accounting for branch petty cash management and finance administrative issues in liaison with the Branch Manager;
• Calling of clients to ensure quality checks, business conservation and increased persistency
• Assist in lead generation for new business
• Supporting digitization of manual processes, system optimisation and implementation
• Any other duties as assigned by the company from time to time

ACADEMIC QUALIFICATIONS

• Bachelor’s degree in a Business related field/Insurance/Marketing or an equivalent.

JOB SKILLS AND REQUIREMENTS

• A strong team player with leadership skills
• Interpersonal and Communication skills
• Strong in reviews, analysis and reporting
• Customer focused with strong attention to detail
• Demonstrated ability to take initiatives and be resourceful
• Strong administrative and organisational skills
• Demonstrated time management skills and ability to manage multiple priorities within set TATs
• Tech savvy and endeavour to find new and exciting ways to use technology to improve customer

PROFESSIONAL QUALIFICATIONS

• Progress in relevant professional qualification ACII/LIMRA/LOMA/CLU

EXPERIENCE

• At least 2 years’ relevant experience