Client Service Officer – Meru at Old Mutual Kenya

Job Description

• Enforce underwriting controls including on-boarding, certificates, booking of business, and documentation.
• Implement underwriting guidelines, process, and procedure to ensure quality underwriting and business.
• Ensure profitability of the department through quality control and on-boarding
• Quality documentation timely turn around – TAT and
• Excellent customer service and retention support.

KEY RESPONSIBILITIES

• Enforce underwriting controls.
• Ensure compliance with underwriting guidelines and Standard Operating Procedures.
• Ensure clean and accurate data capture.
• Timely preparation of quotations and follow up.
• Debiting of premiums and processing of policy documents within set timelines
• Processing and checking of underwriting Documents.
• Issuing & signing of Motor Certificates and Yellow cards.
• Review and dispatch of notices and documents.
• Ensure that work is done within the set standards of service and TAT.
• Prepare relevant reports for management and departmental consumption.
• Give quality customer service to all clients.
• Safe keeping of security documents.
• Daily scanning and indexing of mails.
• Initiating motor valuation and follow up.
• Adherence to the credit control policy.
• Follow up renewals and ensure maximum retention of profitable accounts.
• Timely processing refunds and follow up.
• 100% Adherence to the authority matrix.
• Ensure registry is fully maintained, orderly and up to date.
• Ensure compliance of AML and PEP guidelines
• Ensure cross sale and up sale opportunities are maximized.
• Perform any other duties as may be required by the management.

SKILLS AND COMPETENCIES

• Basic Underwriting skills and product knowledge
• Customer service skills
• Good Communication Skills
• Computer Literate

QUALIFICATIONS (Academic, Professional, Experience)

Qualifications:

• Degree preferably in insurance

Experience:

• 1 year and above

Method of Application