Vacancies at Britam

Job Purpose:

• Responsible for Portfolio Administration, Valuation, Reporting and Performance Measurement of Retail Pension and Discretionary Clients under Britam Asset Managers.

Key responsibilities:

• Recording and settlement of traded securities for the pension funds and discretionary clients under mandate.
• Daily investment and disbursement accounts cash reconciliations for pension funds and discretionary clients.
• Daily valuation and pricing and amortization, revaluation and impairment of securities (stocks, bonds, indices and forex).
• End of day processes for purposes of generating pricing.
• Recording and settlement of corporate actions.
• Monthly asset holding reconciliation between custodian(bank) and fund manager for funds under mandate.
• Computation, accrual and billing of management fees and other expenses for the funds under mandate.
• Measurement of fund performance against set benchmarks.
• Preparation of quarterly pension fund’s portfolio holdings reports, movements, revenue and performance reports.
• Preparation and submission of regulatory reports for Capital Markets Authority (CMA) & Retirement Benefits Authority (RBA) within the stipulated timelines.
• Delegated Authority:  As per the approved Delegated Authority Matrix.

Key Performance Measures:

• As described in your Personal Scorecard.

Knowledge, experience and qualifications required

• Bachelor’s degree in a business related field.
• 4-6 years’ experience in a similar position.
• Professional certification in accounting (CPA part 2).

Leadership category responsibility framework (Core Competencies):
Emerging Leaders in Britam need to:

• Plan, direct and apply efficiencies and resources in order to optimize output and profitability against time, cost and team targets.
• Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation.
• Ensure that department priorities are adhered to and effectively communicated.
• Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate.
• Embody a high performance, proactive culture.
• Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimize operational effectiveness.
• Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making.
• Effectively set and monitor priorities and objectives for more junior staff.
• Understand and communicate objectives in relation to the larger organizational impact.
• Effectively disseminate knowledge within the correct context, towards subordinates as well as management.
• Appropriately model the company values while setting the pace and energy for delivering.
• Effectively manage and communicate change within the department in order to increase staff and process effectiveness.
• Provide access to accurate and consistent information and services across all channels.
• Ensure a seamless experience for clients.
• Improve service delivery for clients.
• Engage in continuous brand building to become the trusted partners to clients.

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Job Purpose:

Providing assistance to the Assistant Manager Medical Underwriting in implementing the underwriting philosophy

Key Responsibilities:

• Implement underwriting philosophy, strategy, process and guidelines for medical insurance business to
  ensure profitability and achievement of the set loss ratio targets.
• Analyse proposed risks and make decisions to accept or reject.
• Determine the rates and terms to charge.
• Ensure risk survey recommendations are communicated in time and follow up implementation.
• Ensure underwriters comply to the company credit policy.
• Manage company records and ensure proper filing of client information both manual and electronic.
• 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 (insurance option preferred).
• Progress in Professional qualification in Insurance (ACII, FLMI or IIK).
• 2-4 years’ experience in medical.

Individual Leaders - Summary Competency Expectations:
Individual Leaders in Britam need to:

• Keep up to date with the directions, vision and objectives of the department in order to align own
  expertise, advice and outputs.
• Collaborate with relevant stakeholders in the business in order to achieve business objectives.
• Increase and aid in well-informed decisions through the delivery of expertise.
• Have a clear understanding of requirements and areas of specialisation through effective networking.
• Stay informed in area of expertise through the relevant research, literary review, seminars, publications as
  well as other relevant resources of information.
• Disseminate and analyse relevant information in order to inform and advise the business in terms of the
  best possible recommendations and decisions.
• Adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness.
• Effectively communicate resource needs, possible opportunities and achievements to management.
• Effectively monitor priorities and objectives.
• Understand own objectives in relation to the larger organisational impact.
• Effectively disseminate knowledge within the correct context, towards management.
• Appropriately act out the company values.
• Access accurate and consistent information and services across all channels.
• Ensure a seamless experience for clients.
• Improve service delivery for clients.
• Engage in continuous brand building to become the trusted partners to clients.