Job Description
Contribute to the effective oversight and execution of the company’s Business processing operations by ensuring that all activities align with the organization’s strategic objectives
KEY TASKS AND RESPONSIBILITIES
- Ensure completeness of insurance documentations – KYC. These will include accurate details in the proposal forms, fully filled Group application form, COI, CR12, PIN Certificates and checklists
- Premiums Processing for schemes in the system as per the provided quote ensuring it is tallying with the manual invoice shared with the client
- Process underwriting documentation. Ensuring that all introduced schemes have been reviewed and approved by the underwriter
- Respond to inter departmental queries and complaints in a timely manner
- Support the credit control team in adhering to their policies and procedures
- Membership Management- Deletions, additions, member lists, deactivation letters etc. Always ensuring that you have instructions from the scheme contact person
- Preparation of Virtual Medical cards, activation, deactivation.
- New medical scheme set ups- Ensuring you have received the member list, underwriting summary, and instructions to proceed with onboarding of the scheme.
- Resolve any customer complaints/issues/concerns in a prompt and professional manner, where necessary escalate to the various departments/authorities for closure.
- Maintaining and updating the renewal tracker, card tracker and uploading of documents in share point.
- Provide excellent and prompt customer service for maintenance of a positive reputation for the business.
SKILLS AND COMPETENCIES
- Sound Technical Underwriting skills.
- Intensive and extensive product knowledge.
- People Management and Overall Managerial Skills.
- Good analytical skills.
- Customer service skills.
- Good Communication Skills.
- Computer Literate with good knowledge of Excel.
KNOWLEDGE & EXPERIENCE
- Minimum 2 years’ experience.
QUALIFICATIONS
- Degree in insurance or business related.
- Professional qualifications (CII or IIK) or good progress