Corporate Life Servicing Assistant at Britam

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.

Key responsibilities:

• Business Retention & Growth - Support retention of business by providing superior services and adhering to set SLAs and TATs. 
• Relationship Management - Building strong and effective business relationships with our existing clients/intermediaries. Support collaboration with internal and external partners.
• Credit Control - Participate in credit control meetings and assist in resolution of matters raised in the 
  credit control meeting.
• Member Education - Assist in planning and conducting customer engagement activities, for example, member education and sensitization.
• Reconciliation - Reconcile and prepare statements for assigned financial accounts and forward the same for approval to the Corporate Life Servicing Manager.
• Intermediary Management - Prompt processing of commissions, prompt handling of queries from intermediaries and regular intermediary visits.
• Premium Processing - Processing of supplementary costings and premium refunds and advising General Insurance on the same.
• Prompt communication of medical underwriting requirements for members above the free cover limit.
• Prompt communication of costing (new entrants, revised salaries & exits).
• Ensure accuracy in costing and debit/credit notes.
• Administration of combined solution i.e. Group Life & GPA/WIBA policies.
• Ensure required information is provided to Life Claims Department to enable settlement of Group and credit life claims.
• Generate and dispatch periodic customer statements.
• Prompt handling of queries from 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. 
• Progress in professional studies in insurance – AIIK or ACII. 
• 1-3 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.