Jobs at Britam

Job Purpose

• Manage assigned low-tier customer portfolios and provide administrative and operational support to the Relationship Management team to ensure efficient service delivery, timely reporting, and smooth execution of pension scheme operations. 

Key Responsibilities 

• Own the planning and delivery of customer engagement forums for the assigned portfolio, ensuring effective stakeholder engagement.  
• Act as the first-line support for basic client inquiries and escalate unresolved issues. 
• Liaison between customers and the relevant pension operations team to ensure all customer queries / requests are attended to within the set timelines. 
• Prepare meeting packs, presentations, and logistics for member education forums, AGMs, and trustee engagements. 
• Develop customer communications, training manuals and write-ups in reference to Retirement Benefits. 
• Coordinate customer technology training logistics (invites, follow-ups, attendance registers). 
• Coordinate Board of Trustee Meetings and Annual General Meetings for Income Drawdown Plan, Individual Plans and Umbrella Plans. 
• Continuously engage in contribution and arrears collections as well as in suspense balances clearance. 
• Develop routine reports and ensure accuracy before submission. 
• Review documentation from customers and raise requests in the CRM (Customer Requests Management) system for tracking and resolution by relevant parties. 
• Facilitate provision of necessary information and data required during scheme audits. 
• File scheme compliance documents such as governance policies, Investment Policy statements, Trust deeds and rules, and contracting out documents with the Retirement Benefits Authority. 
• Attend to walk in customers under the employer sponsored schemes. 
• Perform any other duties as may be assigned from time to time. 
• Delegated Authority: As per the approved Delegated Authority Matrix. 

Knowledge, experience and qualifications required

•  Bachelor’s degree in a business-related field. 
• 1 - 2 years’ experience in pensions, financial services, or relationship management. 
• Knowledge of RBA regulatory requirements and pension industry concepts.

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Job Purpose:

• Reviewing proposal forms, verifying client’s data, assessing, pricing and determination of terms of the proposed risk within set standards, counterchecking the terms of the policy as well as reviewing the conditions of the policy in a manner to ensure quality selection of risks and timely service.

Key responsibilities:
Principle Accountabilities:

• Determine acceptability of risks, recommend risk surveys, monitor and review terms of accounts assigned.
• Train and mentor assigned staff on technical matters to ensure their skills are sharpened.
• Handle review of specialty lines including bonds and financial lines.
• Train staff and partners on specialty lines.
• Keep a record of all bonds and manage the onboarding and cancellation process of the bonds and other related financial lines insurances.
• Assist in onsite valuations, surveys and risk management assessments.
• Use survey templates to record assessments and collect photographic evidence on risk surveys undertaken.
• Research, collate and assess risk information relating to buildings, property, employees or clients.
• Check and sign assigned underwriting documents to authenticate them as per the authority matrix.
• Prepare renewal notices and make follow ups to ensure retention of assigned accounts.
• Requisition for premium refunds to facilitate processing of the funds to clients.
• Ensure that premiums are paid in respect of accounts managed.
• Maintain effective business relationships with clients and intermediaries to ensure effective delivery of service.
• Monitor service standards within the section to ensure high quality customer service is delivered.
• Delegated Authority:  As per the approved Delegated Authority Matrix.
• Perform any other duties as may be assigned from time to time.

Knowledge, experience and qualifications required:

• Bachelor’s degree.
• At least 4-6 years’ experience in Underwriting with experience in specialty Lines.
• ACII/AIIK qualifications.