Relationship Officer Bancassurance (Coast Region) at Equity Bank Kenya

Key Responsibilities: 

• Receive claim notification from customers/Branches and advise the customer/branch on relevant claim requirements.
• Confirmation of cover existence, scope, premium payment, policy period, declarations etc.
• Ensuring immediate notification of the claim to the respective underwriters
• Guides the BO/policy holder on the required documents and the claim process.
• Receiving claim documents from branches/ customers.
• Scrutinizing the supporting documents to ensure completeness and accuracy of the same and forwarding to insurers if they are in order.
• Capture and maintain claim records.
• Continuous follow-up with relevant service providers until their reports are received by the insurers.
• Constant follow-up of claims with the underwriters on behalf of clients/ branches.
• Disseminating information from the underwriters to the branches and vice versa.
• Offering support whenever necessary to internal clients i.e; DRU officers, Credit officers, Bank Admin officers.
• Engaging the walk-ins claim clients and offering the best solution within the shortest time possible.
• Continuous review with insurers to ensure strict adherence of set SLAs and guidelines.
• Timely response to customers and Branch enquiries
• Take part in vetting of terms to ensure completeness and fair pricing of products.
• Review of all legal related claims in liaison with relevant insurers.
• Managing physical total loss documents and submission to the relevant insurers.

Qualifications

Qualifications and Experience

• Bachelor’s degree in, Insurance or a Business-related degree. 
• A Certificate of Proficiency (COP) in Insurance
• 1 Year experience in underwriting and claims
• Strong knowledge of compliance and regulatory requirements in both banking and insurance sectors.
• Sales experience is an added advantage.