Administrative Officer – Policyholders Servicing & Claims
Full time @Kenindia Assurance Company Limited posted 2 days ago in Administration Shortlist Email JobJob Detail
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Career Level Officer
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Experience 1 Year
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Qualifications Degree Bachelor
Job Description
JOB PURPOSE
The jobholder is responsible for addressing customer queries and expectations by feedback and/or clarification as necessary regarding customers’ policy contracts and benefits while ensuring effective and efficient documentation for quality service delivery to customers.
PRINCIPAL ACCOUNTABILITIES
- Providing satisfactory responses to client’s queries received through various media of correspondence – letters, email, telephone.
- Providing service and assistance to walk-in clients by effectively addressing their queries
- Processing partial maturity payments and loans to policy-owners and logging in payments to the accounts department for cheque processing.
- Preparing and processing policy refunds from the suspense account
- Re-filing of policy dockets after use within the department
- Adjusting the premium from deposits upon the client’s compliance with the revival requirements
- Effecting premium deductions of direct debit and bankers’ order cases for remittance
- Processing amendment orders for all direct debit cases paying either in excess or in deficit
- Facilitating life business growth through maturity rollover
- Processing policy loan applications and surrender claims Offering professional advice to clients surrendering their policies to ensure customer retention
- Generating quarterly reports on Loan Outstanding plus interest and advising the clients to pay up
- Dispatching cheques timely and to the intended recipient and keeping records for easy tracking to guard against cheque loss/misplacement
- Printing and sending Premium statements, Loan statements and fund growth statements to customers.
- Any other duties assigned.
KNOWLEDGE AND EXPERIENCE
Qualifications:
- Bachelor’s degree in Commerce or Business degree in relevant field
- Diploma in AIIK or CII
Experience:
- At least 1 years of relevant experience
Knowledge & Skills
- Knowledge of the Insurance Industry
- Insurance process skills
- Underwriting skills
- Knowledge of Insurance law
- Risk Management /awareness skills
- Analytical skills
- Reporting skills
SKILL AND COMPETENCIES
- Strong negotiation Skills
- Good Interpersonal and Communication skills
- Excellent writing skill
