Vacancies at APA Life Assurance Company Ltd

KEY PRIMARY RESPONSIBILITIES

• Sourcing and procuring of business in line with the set targets/budgets; 
• Addressing client/customer enquiries and feedback within the timelines stipulated in service charter and/or SLAs signed with respective clients; 
• Reviewing performance of risks through loss ratio reports for both new and existing business; 
• Supporting in premium collection; 
• Preparing weekly and monthly reports giving details of individual performance on business acquired/lost and feedback on market practices from customers; 
• Initiating and strengthening direct business relationships with existing and prospective clients to achieve performance targets; 
• Participating in company CSR and brand building activities in liaison with other departments.

ACADEMIC QUALIFICATIONS

• Bachelor’s degree in relevant field

JOB SKILLS AND REQUIREMENTS

• Interpersonal and Communication skills 
• Time management skills 
• Good negotiation skills 
• Team Player

PROFESSIONAL QUALIFICATIONS

• ACII/AIIK

EXPERIENCE

• 1 year of relevant experience 

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KEY PRIMARY RESPONSIBILITIES

• Raising debit and credit notes as assigned; 
• Developing timely motor certificate / cover notes declarations for all concerned intermediaries; 
• Addressing client/customers equerries and feedback within the timelines stipulated in service charter and/or SLAs signed with respective clients. 
• Preparing policy documents and other relevant documents 
• Supporting in premiums collections 
• Participating in company CSR and brand building activities in liaison with other departments. 
• Preparing weekly and monthly reports giving details of individual performance on business acquired/lost and feedback on market practices from customers; And 
• Sending renewal notices to clients and advise on changes in policy if any 

ACADEMIC QUALIFICATIONS

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.

JOB SKILLS AND REQUIREMENTS

• Interpersonal and Communication skills 
• Good negotiation skills 
• Team Player 

PROFESSIONAL QUALIFICATIONS

• AIIK Diploma/CII will be an added advantage 

EXPERIENCE

• 1 year of relevant experience

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KEY PRIMARY RESPONSIBILITIES
REGISTRY 

• Scanning of all the incoming mails and allocating per BST account handler 
• Franking of all new policies for Head office and branches excluding Mombasa and CCB. 
• Keep proper records of all dispatched and franked documents per BST/Branch daily 
• Invoicing of stamp duty to ministry of lands 
• Maintenance of franking Machine and refilling 
• Management of proposal forms, policy jackets and documents 
• Any other duties assigned by management 
• EDMS 
• Uploading of all approved and signed documents in BDD 
• Keeping proper reports of all uploaded documents per intermediary/client per BST 
• Provide files and documents needed for audit purposes 
• Managing the storage, archiving and retrieval of documents and files; 
• Any other duties assigned by management

ACADEMIC QUALIFICATIONS

• COP/Certificate in any relevant course

JOB SKILLS AND REQUIREMENTS

• Teamwork skills 
• Interpersonal and communication skills 

PROFESSIONAL QUALIFICATIONS

• Proficiency in computer applications 

EXPERIENCE

• Entry Level

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KEY PRIMARY RESPONSIBILITIES

• Maintain and reconcile records of the premiums collected per institution and follow-up on the outstanding premiums in liaison with the finance function; 
• Initiate and sign-off new MOUs to open new check off markets in-line with company guidelines 
• Collect Individual Life Premium schedules and payments from the Check off markets 
• Process payment schedules that accompany the scheme cheques 
• Launch new and amended Salary Deduction instructions 
• Effect Salary Stop orders on matured and surrendered policies 
• Develop and maintain quality business relationships with existing check off schemes through  structured business meetings and visitations to the key personnel within the institutions 
• Monitor Check-Off client movements from one institution to another to ensure smooth transition and continuity of premium payments 
• Prepare weekly and monthly reports on new, amended and stopped orders, premium collected and the check off activity 
• Validate the data provided with the soft/physical documents from the system where applicable and ensure completeness. 
• Automate check – off premium collection through system optimization 
• Meet expectations relative to productivity and service excellence to achieve high organic growth in pay-points 
• Proactively maintain Check-Off data to identify trends, gaps, risks and opportunities and share them with the sales team; use the insights to build innovative ways to drive APA Life ‘s dominance within the institutions 
• Identify opportunities and make recommendations to management to improve Check-Off operational processes and practices 
• Any other duties/tasks as assigned by the company from time to time

ACADEMIC QUALIFICATIONS

• Bachelor’s degree in Business related field / Insurance or an equivalent.

JOB SKILLS AND REQUIREMENTS

• Accounting skills 
• Excellent interpersonal and communication skills 
• Demonstrable confidence and excellent negotiation skills. 
• A strong team player with leadership skills 
• Strong in reviews, analysis and reporting 
• Customer focused with strong attention to detail 
• Demonstrated ability to take initiatives and be resourceful 
• Strong administrative and organizational skills 
• Demonstrated time management skills and ability to manage multiple priorities within set TATs 
• Tech savvy – able to find new and exciting ways to use technology to improve service delivery

PROFESSIONAL QUALIFICATIONS

• Attained or progress in relevant qualification CPA/ACII/AIIK/LOMA

EXPERIENCE

• At least 3 years’ relevant experience 

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KEY PRIMARY RESPONSIBILITIES

• Analysing the risk presented through proposal forms and accepting business in line with the  set criteria 
• Vetting, capturing and processing data on proposal, agent and claim forms in the system  within the stipulated TATs; 
• Analysing the risk presented through proposal forms and accepting business in line with the  set criteria and limits; 
• Addressing enquiries and feedback from clients and intermediaries within the timelines  stipulated in the service charter and/or SLAs signed with respective clients and  intermediaries 
• Follow up on cases not issued to ensure maintenance of a high conversion rate 
• Receiving, scanning and sending of documents to Head Office e.g. proposal forms, claim forms,  cheques, deposit slips etc.; 
• Receipting and banking of cheques received at the branches; 
• Processing and coding new financial advisors in the system; 
• Facilitating the delivery of policy documents, discharge vouchers and receipts to the clients  within set TATs 
• Providing administrative support to the life team 
• Preparing quotations in response to customers and agents request for proposals; 
• Procuring and distributing stationary (marketing materials) to the life team; 
• Registering and forwarding claims together with necessary documentation and following up  on settlement; 
• Assist in the planning and logistics of branch trainings, meetings with independent agents,  brokers and client visits; 
• Assist in identifying and communicating on opportunities and threats in the branches; 
• Accounting for branch petty cash management and finance administrative issues in liaison  with the Branch Manager; 
• Calling of clients to ensure quality checks, business conservation and increased persistency 
• Assist in lead generation for new business 
• Supporting digitization of manual processes, system optimisation and implementation 
• Any other duties as assigned by the company from time to time 

ACADEMIC QUALIFICATIONS

• Bachelor’s degree in a Business related field/Insurance/Marketing or an equivalent.

JOB SKILLS AND REQUIREMENTS

• A strong team player with leadership skills 
• Interpersonal and Communication skills 
• Strong in reviews, analysis and reporting 
• Customer focused with strong attention to detail 
• Demonstrated ability to take initiatives and be resourceful 
• Strong administrative and organisational skills 
• Demonstrated time management skills and ability to manage multiple priorities within set TATs 
• Tech savvy and endeavour to find new and exciting ways to use technology to improve customer

PROFESSIONAL QUALIFICATIONS

• Progress in relevant professional qualification ACII/LIMRA/LOMA/CLU

EXPERIENCE

• At least 2 years’ relevant experience

go to method of application »

KEY PRIMARY RESPONSIBILITIES

• Analysing the risk presented through proposal forms and accepting business in line with the  set criteria 
• Vetting, capturing and processing data on proposal, agent and claim forms in the system  within the stipulated TATs; 
• Analysing the risk presented through proposal forms and accepting business in line with the  set criteria and limits; 
• Addressing enquiries and feedback from clients and intermediaries within the timelines  stipulated in the service charter and/or SLAs signed with respective clients and  intermediaries 
• Follow up on cases not issued to ensure maintenance of a high conversion rate 
• Receiving, scanning and sending of documents to Head Office e.g. proposal forms, claim forms,  cheques, deposit slips etc.; 
• Receipting and banking of cheques received at the branches; 
• Processing and coding new financial advisors in the system; 
• Facilitating the delivery of policy documents, discharge vouchers and receipts to the clients  within set TATs 
• Providing administrative support to the life team 
• Preparing quotations in response to customers and agents request for proposals; 
• Procuring and distributing stationary (marketing materials) to the life team; 
• Registering and forwarding claims together with necessary documentation and following up  on settlement; 
• Assist in the planning and logistics of branch trainings, meetings with independent agents,  brokers and client visits; 
• Assist in identifying and communicating on opportunities and threats in the branches; 
• Accounting for branch petty cash management and finance administrative issues in liaison  with the Branch Manager; 
• Calling of clients to ensure quality checks, business conservation and increased persistency 
• Assist in lead generation for new business 
• Supporting digitization of manual processes, system optimisation and implementation 
• Any other duties as assigned by the company from time to time

ACADEMIC QUALIFICATIONS

• Bachelor’s degree in a Business related field/Insurance/Marketing or an equivalent.

JOB SKILLS AND REQUIREMENTS

• A strong team player with leadership skills 
• Interpersonal and Communication skills 
• Strong in reviews, analysis and reporting 
• Customer focused with strong attention to detail 
• Demonstrated ability to take initiatives and be resourceful 
• Strong administrative and organisational skills 
• Demonstrated time management skills and ability to manage multiple priorities within set 
• TATs 
• Tech savvy 

PROFESSIONAL QUALIFICATIONS

• Progress in relevant professional qualification ACII/LIMRA/LOMA/CLU

EXPERIENCE

• At least 2 years’ relevant experience