Intermediary Service Channel Assistant - 2 Posts at Britam

Job Purpose:

Assist in underwriting and risk assessment within the set standards of service to ensure quality and timely service.

Key Responsibilities:

• Provide information and a premium service to Britam Intermediaries, on products and services while delivering high quality service.
• Raising service requests within the CRM for issues that can’t be resolved, and follow up/Escalate. Follow up to ensure the item is resolved.
• Updating Intermediary records in the systems database as per procedures.
• Review all applications for insurance – determine the profiles of risks presented to the company for insurance and assess their acceptability or otherwise.
• Initiate processing of AMC and Pension business through scanning and indexing new business applications, top ups, withdrawals, rollovers and switches.
• Drive use of self-service portals for both FAs and customers.
• Respond to FA’s queries and instructions within the set SLA’s for Intermediary Service channel.
• Prepare and issue certificates and cover notes where necessary.
• Implement credit control policy and ensure that premiums are debited and collected as required.
• Ensure business retention through conservations of policies and renewals of General business.
• Perform any task assigned by the Supervisor.

Key Performance Measures:

• As described in your Personal Score Card.

Knowledge, experience and qualifications required

• Bachelor’s degree (insurance option preferred).
• At least 0-2 year’s experience in the insurance industry or business related field.
• Experience in customer service.

Technical/ Functional competencies:

• Knowledge of insurance concepts. 
• Knowledge of underwriting processes and procedures.
• Technical competence in underwriting insurance risks.
• Knowledge of insurance regulatory requirements.
• Knowledge of Britam products.