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  • Posted: Nov 8, 2021
    Deadline: Nov 11, 2021
  • The new NCBA has harnessed the power of both NIC and CBA to create a bank that brings together the best of both worlds from cutting edge mobile banking to good old-fashioned relationship management; from scalable business banking to financial services that grow as your business does; from best-in-class choice of products to investment solutions tailored to your specific needs.
    Read more about this company


    Officer Operations, Underwriting and Schemes

    Job Purpose Statement

    The overall responsibility of underwriting and schemes officer is to manage all the agency insurance schemes as listed below. This entails new scheme set ups, addition of members to the scheme, scheme renewals and premium collection. It also entails all underwriting functions, which are but not limited to product development, debiting of policies in the agency’s software system, motor insurance certificates management and declaration, production declaration.


    Financial 50%

    • Process and renew schemes of the bank and staff schemes
    • Credit Life unsecured loans– staff and retail customers
    • Mortgage protection – staff and customers
    • Credit Card schemes – travel, purchase protection and credit life
    • Medical – staff and customers
    • Credit life – Loop customers
    • Bid bond insurance – Beedee
    • Group Life and group GPA – staff and customers
    • Credit life – SME and Keyman – SME
    • Credit life – Safaricom customers
    • DP schemes – Staff and customers
    • Support in all underwriting functions i.e. issuance of insurance confirmation, policy endorsements and motor insurance Certificates management.
    • Grow the agency’s revenue book by new business through cross selling, up-selling and on-boarding new clients.

    Internal business processes 30%

    • Monthly spooling of the production report off the underwriting system and reconciling with the insurers production to ensure monthly agreements and quarterly sign -offs
    • 100% adherence to policies, procedures and statutory guidelines.
    • Audit, Compliance and Risk Rating = Satisfactory.
    • Audit issues closed within the quarter of identification, or within the agreed time frames,
    • whichever is shorter.
    • Nil repeat findings.
    • Policy and procedure knowledge.

    Customer 10%

    • Meet the departmental Internal Customer Satisfaction.
    • Identifying opportunities for business development and providing insightful feedback on products and solutions that help in the customisation and development of new products/solutions.
    • Deliver high level customer service and client satisfaction.

    Learning and growth 10%

    • Ensure that you achieve the required hours of learning/training through E-learning, Internal & External training activities.
    • Ensure compliance with the leave policy on block leave and minimum carry over.

    Method of Application

    Interested and qualified? Go to NCBA Group on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

  • Send your application

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