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  • Posted: Aug 18, 2021
    Deadline: Aug 24, 2021
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    Britam is a leading diversified financial services group, listed on the Nairobi Securities Exchange. The group has interests across the Eastern and Southern Africa region, with operations in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and Malawi. The group offers a wide range of financial products and services in Insurance, Asset management, Ban...
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    Corporate Pensions Relationship Associate

    Key responsibilities

    1. Confirm the status of new accounts on the system and define the rules e.g. contribution cycles, payment modes
    2. Monitor contributions, and raise reminders to customers
    3. Periodically generate statements for customers
    4. Update the annuities register with customer details and set up payment schedules (rules) on the system
    5. Auto reconcile membership data in Fund master against contribution schedule
    6. Generate statements to the trustees/sponsor/Scheme members
    7. Facilitate registration of the schemes by RBA
    8. Evaluate withdrawal application and confirm benefits due
    9. Process withdrawal request and generate payment file
    10. Perform any other duties as may be assigned from time to time

    Knowledge, experience and qualifications required

    • Bachelor’s Degree in business related field
    • 2- 4 years’ experience in similar position

    Technical/ Functional competencies

    • Knowledge of pension administration industry and concepts
    • Knowledge of Retirement Benefits Authority (RBAs) regulatory requirements

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to Britam on britam.taleo.net to apply

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