Business Processing Officer – Corporate Health at Old Mutual Kenya

Job Description

Reporting to the Business Processing corporate Supervisor, the incumbent will optimally carry out corporate business processing in the department and ensure that customer standards are met.

KEY TASKS AND RESPONSIBILITIES

• Ensure completeness of insurance documentations – KYC. These will include accurate details in the proposal forms, fully filled Group application form, COI, CR12, PIN Certificates and checklists
• Premiums Processing for schemes in the system as per the provided quote ensuring it is tallying with the manual invoice shared with the client
• Process underwriting documentation. Ensuring that all introduced schemes have been reviewed and approved by the underwriter
• Respond to inter departmental queries and complaints in a timely manner
• Support the credit control team in adhering to their policies and procedures
• Membership Management- Deletions, additions, member lists, deactivation letters etc. Always ensuring that you have instructions from the scheme contact person
• Preparation of Virtual Medical cards, activation, deactivation.
• New medical scheme set ups- Ensuring you have received the member list, underwriting summary, and instructions to proceed with onboarding of the scheme.
• Resolve any customer complaints/issues/concerns in a prompt and professional manner, where necessary escalate to the various departments/authorities for closure.
• Maintaining and updating the renewal tracker, card tracker and uploading of documents in share point.
• Provide excellent and prompt customer service for maintenance of a positive reputation for the business.

SKILLS AND COMPETENCIES

• Sound Technical Underwriting skills.
• Intensive and extensive product knowledge
• People Management and Overall Managerial Skills
• Good analytical skills
• Customer service skills
• Good Communication Skills
• Computer Literate with good knowledge of Excel

KNOWLEDGE & EXPERIENCE

• Minimum 2 years’ experience.

QUALIFICATIONS

• Degree in insurance or business related.
• Professional qualifications (CII or IIK) or good progress