Business Processing Officer – Retail at Jubilee Insurance

Employment Terms: Permanent & Pensionable

Job Ref. No. JHIL015

Role Purpose

Facilitate timely documentation of retail portfolio and policy maintenance of retail book. Provide dedicated and comprehensive service to the intermediaries and clients with a proactive approach to ensure business retention of the schemes and policies by meeting set service timelines while ensuring underwriting guidelines and controls are strictly adhered to and enforced.

Main Responsibilities

• Receive retail business application documents and vet for completeness of initial data provided for set up/addition/deletions/mid–term adjustments and card production.
• Timely processing of membership documents i.e., acceptance letters, membership schedule, membership cards, cover confirmation letters and policy documents
• Monitoring policy holder claims utilization – Sending Member statements to Intermediary/policy holder to advise members on balance of cover especially
• Ensure accurate system capture of medical benefits purchased and members covered, prompt debiting and dispatch of premiums invoices and the renewal/commencement premium schedules to the client/intermediary.
• Ensure printing and dispatch of premium debits/credits and reconciliations of schemes managed promptly, correctly and efficiently.
• Production of credit note after 90 days of deletion and on verification of no claims paid.
• Handling of queries on coverage/card/debit and credit note and other from brokers, members, claims team, service providers.
• Prepare policy documents and endorsements within agreed TATs
• Re–indexing of all relevant membership DME documents to the group/member contact as appropriate.

Key Competencies

• Detail–oriented with problem–solving abilities and conceptual thinking.
• Ability to manage different stakeholders
• Ability to prioritize & deliver within set timelines
• A team player with strong customer focus

Qualifications

• An undergraduate degree in Social Sciences or Business related from a recognised institution
• Professional insurance qualifications – CII/COP an added advantage

Relevant Experience

• At least 2 years of experience in an operational setting preferably from the insurance sector.