Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards
Understand and manage risks and risk events (incidents) relevant to the role.
Accountability: Operational Process Support
- Responsible for the growth of portfolio top line to the set targets through retention & acquisition of new business on existing accounts and new ones.
- Review the risks accepted in the branch to ensure they are within the set underwriting guidelines and are covered under the reinsurance programme
- Ensure clients are constantly updated on claims process and progress
- Ensure top notch customer experience is provided to our intermediaries and clientele.
- Ensuring training and increased uptake of all automation initiatives by business partners.
- Ensuring compliance with the Company’s credit policy.
- Support in collecting revenue from key accounts
- Proactively drive quality of business and ensure achievement of set business mix target.
- Responsible for obtaining and providing the correct marketing intelligence to inform product development /customization and pricing
- Ensure timely issuance of policy documents, renewal confirmations and endorsements.
- Ensure that all queries on technical insurance issues from customers and branch staff are addressed promptly while providing technical guidance.
- Ensure compliance with all regulatory and internal procedures in regard to Bancassurance business.
- Organizing training, seminars and scheduled functions to ensure loyalty.
- Premium collection and remittance.
- Carry out market research, customer data mining and segmentation and provide customer feedback to Branch Manager for the development of new products and enhancement of existing ones to suite the various market segments.
- To facilitate timely issuance of relevant documents
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