Pension Administrator at Jubilee Insurance

Job Ref. No. JLIL141

Role Purpose

• Assist in conserving existing business while providing superior services to retirement benefits business clients in full compliance with the laid down procedures and guidelines as set out in the operations manuals.

Main Responsibilities

• Business Growth: Conserving existing business and offering alternative products to existing clients e.g. annuity, cross sell and following up/providing leads for new business.
• Relationships Management: Building strong business relationships with our existing clients and intermediaries.
• Data Management: Maintaining accurate records for the retirement benefits clients (Deposit Administration Clients).
• Customer Care: Providing superior services to Retirement Benefits clients. Making regular visits to clients and preparing reports on the client’s needs.
• Implementing Benefits: Processing & ensuring timely settlement of payments, issuance of member’s statements, preparing accounts and other benefits within the set service standards.
• Statistical Analysis & Returns: Preparing summary/ statistical reports of the Retirement Benefits schemes. Also preparing returns in respect of the Retirement Benefits schemes as assigned for submission within the timelines provided.
• Scheme Compliance: Ensuring all schemes are managed and administered in full compliance of existing legislation.

Key Competencies

• Visionary Entrepreneurial Spirit
• Market Awareness
• Customer Focus
• Continuous Innovation
• Ownership & Commitment
• Team Spirit

Qualifications

• BSc. in Mathematics, Statistics, Actuarial, Business or any other related field.
• IT proficiency (especially excellent command in MS Word, Excel, PowerPoint and Outlook)
• TDPK Qualification will be an added advantage.

Relevant Experience

• At least 3 years’ experience in a similar role.
• Knowledge of legislation governing Retirement Benefits and Insurance in Kenya will be an added advantage.