Underwriting Associate – Intermediary Service Channel 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, Banking and Property. Our Mission is to provide outstanding financial services to our customers. Our Vision is to be the most trusted financial service partner. We aim to provide our clients, with an unmatched offering, ensuring first class solutions that help secure the future.

Job Purpose:

Receive, resolve and escalate intermediaries requests within approved standards

Key Responsibilities

1. Provide information and a premium service to Britam Intermediaries, on products and services while delivering high-quality service.
2. Raise service requests within the CRM system and ensure resolution.
3. Review all applications for insurance – determine the profiles of risks presented to the company for insurance and assess their acceptability or otherwise.
4. Prepare quotations as per authority matrix;
5. Conduct Risk surveys for small risks as per authority matrix;
6. Prepare & issue certificates and cover notes within the approved standards.
7. Ensure timely preparation and issuance of policy documents including valuation reports, debit & credit notes & endorsements and authorizing within approved authority limits.
8. Implement credit control policy and ensure that premiums are debited and collected as required and exception approved by advised approvers.
9. Sales Agents Portfolio Management.(Recommend this moves to commercial)
   1. Payment and management of Cashier Bonds
   2. Portfolio generation
10. Debit & Policy Transfers
11. Compliance Management & Licensing
    1. COP Registration
    2. COP Payment
    3. COP Recovery Management and Advising payroll
    4. Provisional Licenses
    5. IRA Licensing
    6. Report generation and circulation
    7. Schedule preparation
12. Effecting Recruitment, Terminations, and Reinstating
13. Sales Agent Data Management:
    1. Bio Data,
    2. File management in DMS
    3. Registry Management and other Sales Agent related data
    4. Updating the HCM
14. Staff Change:
    1. Agent Creation of new Sales Agent’s in the system
    2. Log Sales Agent details into ICT helpdesk for creations in other Britam systems.
    3. Processing Files in DMS; Verifying requirements and Compliance
    4. Advising payroll
    5. Staff Change report
15. COP and Sales Agent facilitation loans account reconciliations
16. Management of Unit Manager recruitment and onboarding processes
17. Compiling of Sales Agent Data on Group Life and Last expense received from the branch and communicating the same to Group life department
18. Management of Merchandise shop

Knowledge, experience and qualifications required

1. Bachelor’s degree (insurance option preferred)
2. At least Three year experience in the insurance industry
3. Progress towards attaining professional qualification in Insurance (ACII, AIIK, FLMI)
4. Experience in customer service

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