Open Positions at Incourage

About the Accounts Assistant role

• We are seeking an organized and detail-oriented Accounts Assistant to join our team. The ideal candidate will have a strong understanding of accounting principles, excellent numerical skills, and the ability to maintain accurate financial records. As an Accounts Assistant, you will be responsible for assisting with both payables and receivables, ensuring timely processing and reconciliation of financial transactions.

What you will do:

Accounts Payable:

• Accurately record and categorize expenses in the accounting software according to company policies and accounting standards.
• Calculate withholding tax amounts for professional fees based on applicable tax rates and regulations.
• Communicate with vendors and service providers to obtain necessary documentation for tax compliance.

Accounts Receivable:

• Prepare weekly analysis reports for canceled premium payments by agents.
• Maintain a report for delayed commission payments from underwriters and conduct follow-up activities.

General Accounting:

• Assist with month-end and year-end close processes.
• Prepare journal entries as necessary and maintain general ledger accuracy.
• Assist in the preparation of financial statements and reports.
• Support internal and external audits by providing necessary documentation and explanations.
• Maintain orderly accounting filing systems.

Administrative Support:

• Provide administrative support to the finance department as needed.
• Assist with ad-hoc financial projects and tasks as assigned.
• Collaborate with other departments to ensure smooth financial operations.

Requirements for the role:

• Bachelor's degree in Accounting, Finance, or related field.
• Proven experience working in an accounting role, preferably within the insurance industry.
• Proficiency in accounting software and MS Office suite, particularly Excel.
• Strong understanding of accounting principles and practices.
• Excellent numerical accuracy and attention to detail.
• Ability to prioritize tasks and manage time effectively.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Knowledge of Kenyan accounting regulations and tax laws is a plus.

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About the Customer Success Assistant role

• The Customer Success Assistant will be involved in a proactive and client-focused approach, aiming to build long-term relationships and ensure clients feel supported throughout their insurance journey, responsible for handling questions, comments, and complaints regarding the Incourage platform. 
• The successful candidate will be ideally required to start ASAP. 

Duties and Responsibilities

• Engaging in proactive communication with the Insurance Agency via WhatsApp regarding underwriting issues.
• Promptly responding to inquiries from the Insurance Agency and Agent Leaders, ensuring thorough and helpful answers.
• Ensuring swift extension and renewal of policies, maintaining excellent Turnaround Time (TAT).
• Providing daily support to users on how to effectively utilize the app.
• Compiling and prioritizing feedback from agents to create a backlog for continuous improvement of the Incourage app.
• Collaborating closely with the product team to enhance the Incourage app, promptly conveying user feedback in a constructive and courteous manner.

Note:
This job description outlines primary responsibilities and reflects the proactive approach expected from team members. Additional duties may be assigned as required to meet organizational needs.

Requirements for the role

• A bachelor's degree in business, finance, insurance, marketing, or a related field is preferred.
• Possess a minimum of 1 year of experience as an Underwriter in an insurance company or Brokerage/agency.
• Demonstrate a strong passion for enhancing customer experience.
• Exhibit enthusiasm for collaborative efforts in improving the application.
• A solid understanding of the insurance industry, including different types of insurance products, coverage options, and basic principles of risk management.
• Previous experience in customer service, account management, or a related field is preferred. Experience in the insurance industry is necessary.
• Strong communication skills, both written and verbal, are crucial. The ability to analyze and solve problems efficiently.
• A customer-centric mindset with a genuine commitment to providing excellent service. 
• Strong organizational skills to manage client portfolios, track communications, and ensure that policy renewals and other deadlines are met.
• Familiarity with customer relationship management (CRM) software and other relevant tools used in the insurance industry.
• Awareness and understanding of insurance regulations and compliance requirements to ensure that all interactions and policies adhere to legal standards.
• The ability to adapt to changes in the insurance landscape, including policy updates, industry trends, and regulatory changes.