Job Purpose\:

The job holder will be responsible for ensuring effective administration of Group Life and Credit Life business through operational excellence and intermediary relationship management. Assist the Assistants/Officers to meet the set SLAs and TATs by providing basic guidance on processes and procedures.

Key responsibilities\:

Business Retention & Growth - Ensure retention by providing superior services, regular client visits and attending scheme renewal meetings to advise clients on cover enhancements. Relationship Management - Building strong and effective business relationships with our existing clients/intermediaries. Support collaboration with internal and external partners. Scheme Compliance - Ensuring all schemes are on-boarded, administered and managed in full compliance with existing legislation and internal processes and procedures. Risk and Compliance - Ensure compliance to procedures and processes. Credit Control - Participate in credit control meetings and assist in resolution of matters raised in the credit control meeting. Trainer and Subject Matter Expert - Serve as a subject matter expert and trainer to newly recruited Life Servicing Assistants. Member Education - Assist in planning member education and sensitization activities and initiatives. Reconciliation - Reconcile and prepare statements for assigned financial accounts and forward the same for approval to the Corporate Life Servicing Manager. Intermediary Management - Perform intermediary on boarding, prepare SLAs, ISAs and IPSAs and ensure sign of all intermediary related documents. Premium Collection - Manage premium collection and refund procedures for lost accounts. Monitor premium arrears for policy movements and share reports with Sales and Finance. Administration of combined solutions i.e. Group Life & GPA/WIBA policies. Generate and dispatch periodic customer statements. Prompt handling of queries from intermediaries and direct clients. Prepare reports as and when required. Delegated Authority\: As per the approved Delegated Authority Matrix.

Key Performance Measures\:
As described in your Personal Score Card.

Job Purpose\:

The job holder will be responsible for ensuring effective administration of Group Life and Credit Life business through operational excellence and intermediary relationship management. Assist the Assistants/Officers to meet the set SLAs and TATs by providing basic guidance on processes and procedures.

Key responsibilities\:

Business Retention & Growth - Ensure retention by providing superior services, regular client visits and attending scheme renewal meetings to advise clients on cover enhancements. Relationship Management - Building strong and effective business relationships with our existing clients/intermediaries. Support collaboration with internal and external partners. Scheme Compliance - Ensuring all schemes are on-boarded, administered and managed in full compliance with existing legislation and internal processes and procedures. Risk and Compliance - Ensure compliance to procedures and processes. Credit Control - Participate in credit control meetings and assist in resolution of matters raised in the credit control meeting. Trainer and Subject Matter Expert - Serve as a subject matter expert and trainer to newly recruited Life Servicing Assistants. Member Education - Assist in planning member education and sensitization activities and initiatives. Reconciliation - Reconcile and prepare statements for assigned financial accounts and forward the same for approval to the Corporate Life Servicing Manager. Intermediary Management - Perform intermediary on boarding, prepare SLAs, ISAs and IPSAs and ensure sign of all intermediary related documents. Premium Collection - Manage premium collection and refund procedures for lost accounts. Monitor premium arrears for policy movements and share reports with Sales and Finance. Administration of combined solutions i.e. Group Life & GPA/WIBA policies. Generate and dispatch periodic customer statements. Prompt handling of queries from intermediaries and direct clients. Prepare reports as and when required. Delegated Authority\: As per the approved Delegated Authority Matrix.

Key Performance Measures\:
As described in your Personal Score Card.

Bachelor’s degree in a business-related field.  Professional studies in insurance – AIIK or ACII. 3-6 years’ experience in a busy insurance company.

Technical/ Functional competencies\:

Knowledge of group life service operations.  Knowledge of insurance industry and concepts.  Planning and organization skills. Bachelor’s degree in a business-related field.  Professional studies in insurance – AIIK or ACII. 3-6 years’ experience in a busy insurance company.

Technical/ Functional competencies\:

Knowledge of group life service operations.  Knowledge of insurance industry and concepts.  Planning and organization skills.