Job Description Contribute to the effective oversight and execution of the company’s Business
processing operations by ensuring that all activities align with the organization’s strategic objectives.
1. KEY TASKS AND RESPONSIBILITIES
- Ensure completeness of insurance documentations – KYC. These will include accurate details in the proposal forms, fully filled Group application form, COI, CR12, PIN Certificates and checklists
- Premiums Processing for schemes in the system as per the provided quote ensuring it is tallying with the manual invoice shared with the client
- Process underwriting documentation. Ensuring that all introduced schemes have been reviewed and approved by the underwriter
- Respond to inter departmental queries and complaints in a timely manner
- Support the credit control team in adhering to their policies and procedures
- Membership Management- Deletions, additions, member lists, deactivation letters etc. Always ensuring that you have instructions from the scheme contact person
- Preparation of Virtual Medical cards, activation, deactivation.
- New medical scheme set ups- Ensuring you have received the member list, underwriting summary, and instructions to proceed with onboarding of the scheme.
- Resolve any customer complaints/issues/concerns in a prompt and professional manner, where necessary escalate to the various departments/authorities for closure.
- Maintaining and updating the renewal tracker, card tracker and uploading of documents in share point.
- Provide excellent and prompt customer service for maintenance of a positive reputation for the business.
2. SKILLS AND COMPETENCIES
- Sound Technical Underwriting skills.
- Intensive and extensive product knowledge.
- People Management and Overall Managerial Skills.
- Good analytical skills.
- Customer service skills.
- Good Communication Skills.
- Computer Literate with good knowledge of Excel.
3. KNOWLEDGE & EXPERIENCE
- Minimum 2 years’ experience.
4. QUALIFICATIONS
- Degree in insurance or business related.
- Professional qualifications (CII or IIK) or good progress
5. ANTI-MONEY LAUNDERING (AML) EXPECTATION
The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries.
This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.
