Customer Service Officer – Bancassurance at Old Mutual Kenya

JOB PURPOSE

• To assess, price and determine terms for risks presented within set standards of service in a manner to ensure quality selection of risks and timely service.
• Raise premium debits, credits in a timely manner within the TATs

PRINCIPAL ACCOUNTABILITIES.

• Determine acceptability of risks, monitor and review terms of accounts assigned
• Raise premium debits and credits for work allocated within TAT
• Capture insured, risk, and premium data correctly in the system
• Prepare and follow up renewal notices to ensure retention.
• Requisition for premium refund to facilitate issue of cheque
• Ensure that premiums are paid in respect of accounts managed
• Maintain effective business relationships to ensure effective delivery of service
• Maintain service standards to ensure high quality customer service is delivered.

KNOWLEDGE AND EXPERIENCE.

• Qualifications:  1st Degree
• Experience:  1 year experience is an added advantage.

SKILLS AND COMPETENCIES.

• Product Knowledge and functions of the various departments.