Old Mutual Customer Service Officer Jobs in Kenya

Old Mutual Customer Service Officer Jobs in Kenya


Job Description

  • The incumbent will be responsible for enforcing underwriting controls in the branch including on-barding, certificates, booking of business, documentation, Implementing underwriting guidelines, processes and procedures to ensure quality underwriting and business, ensuring profitability of the branch through quality control and on-boarding, ensuring quality documentation, timely turn around and maintaining excellent customer service and retention support.

    Key Tasks and Responisbilities

  • Enforce underwriting controls.

  • Ensure compliance with underwriting guidelines.

  • Debiting of premiums and processing of policy documents within set timelines.

  • Debiting and processing of renewal endorsements.

  • Processing and checking of underwriting Documents.

  • Issuing of Endorsements.

  • Issuing of Motor Certificates.

  • Issuing and signing of yellow cards.

  • Review and dispatch of notices within set TAT.

  • Ensure work is done within the set standards of service – Customer service charter.

  • Do a detailed weekly mail reports on outstanding work.

  • Give quality customer service to all our clients.

  • Safe keeping yellow cards.

  • Daily scanning and indexing of mails.

  • Issuance of valuation letters and follow up.

  • Adherence to the credit control policy.

  • Follow up renewals and reporting on status.

  • Processing of client and Bank refunds
    100% Adherence to the authority matrix.

  • Adherence to the underwriting guidelines and memos.

  • Ensure registry is fully maintained in an orderly and
    is up to date.

  • Ensure compliance of AML and PEP guidelines.

  • Ensure cross sale and up sale opportunities are maximized.

  • Premium receipting of Mpesa, VISA and cheque payments and ensure cheques are banked on time -GI and Medical.

  • Issuing customers with updated/ correct customer statements.

  • Assisting clients with claims reporting (both GI & Health) and follow ups with Head office.

  • Onboarding of retail medical clients and ensuring the customers receive medical cards.

  • Perform any other duties as may be required by the management.

    Skills and Competencies

  • Basic Underwriting skills.

  • Customer service skills.

  • Good Communication Skills.

  • Computer Literate.

    Qualifications, Knowledge & Experience

  • Business Related Degree.

  • Advanced Industry Qualifications/ C.O.P.

  • 1 year's experience preferably in the Insurance Industry.

    How to Apply

  • For more information and job application details, see; Old Mutual Customer Service Officer Jobs in Kenya


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