Assistant Underwriter – Eldoret Branch At Apa Life Assurance Company Ltd

KEY PRIMARY RESPONSIBILITIES
Analysing the risk presented through proposal forms and accepting business in line with the set criteria
Vetting, capturing and processing data on proposal, agent and claim forms in the system within the stipulated TATs;
Analysing the risk presented through proposal forms and accepting business in line with the set criteria and limits;
Addressing enquiries and feedback from clients and intermediaries within the timelines stipulated in the service charter and/or SLAs signed with respective clients and intermediaries
Follow up on cases not issued to ensure maintenance of a high conversion rate
Receiving, scanning and sending of documents to Head Office e.g. proposal forms, claim forms, cheques, deposit slips etc.;
Receipting and banking of cheques received at the branches;
Processing and coding new financial advisors in the system;
Facilitating the delivery of policy documents, discharge vouchers and receipts to the clients within set TATs
Providing administrative support to the life team
Preparing quotations in response to customers and agents request for proposals;
Procuring and distributing stationary (marketing materials) to the life team;
Registering and forwarding claims together with necessary documentation and following up on settlement;
Assist in the planning and logistics of branch trainings, meetings with independent agents, brokers and client visits;
Assist in identifying and communicating on opportunities and threats in the branches;
Accounting for branch petty cash management and finance administrative issues in liaison with the Branch Manager;
Calling of clients to ensure quality checks, business conservation and increased persistency
Assist in lead generation for new business
Supporting digitization of manual processes, system optimisation and implementation
Any other duties as assigned by the company from time to time

ACADEMIC QUALIFICATIONS
Bachelor's degree in a Business related field/Insurance/Marketing or an equivalent.

JOB SKILLS AND REQUIREMENTS
A strong team player with leadership skills
Interpersonal and Communication skills
Strong in reviews, analysis and reporting
Customer focused with strong attention to detail
Demonstrated ability to take initiatives and be resourceful
Strong administrative and organisational skills
Demonstrated time management skills and ability to manage multiple priorities within set TATs
Tech savvy and endeavour to find new and exciting ways to use technology to improve customer

PROFESSIONAL QUALIFICATIONS
Progress in relevant professional qualification ACII/LIMRA/LOMA/CLU

EXPERIENCE
At least 2 years' relevant experience