Job Description
Enforce underwriting controls including on-barding, certificates, booking of business, documentation.
Implement underwriting guidelines, process, and procedure to ensure quality underwriting and business.
Ensure profitability of the branch through quality control and onboarding.
Quality documentation timely turn around - TAT and.
Excellent customer service and retention support.
KEY RESPONSIBILITIES
Enforce underwriting controls
Ensure clean and accurate data capture
Timely preparation of quotations and follow up
Debiting of premiums and processing of policy documents within set timelines
Processing and checking of underwriting Documents
Issuing & signing of Motor Certificates and Yellow cards
Ensure that work is done within the set standards of service and TAT
Give quality customer service to all clients
Safe keeping of security documents
Daily scanning and indexing of mails
Initiating motor valuation and follow up
Adherence to the credit control policy
Follow up renewals and ensure maximum retention of profitable accounts
Timely processing refunds and follow up
100% Adherence to the authority matrix
Ensure registry is fully maintained, orderly and up to date
Ensure compliance of AML and PEP guidelines
Ensure cross sale and up sale opportunities are maximized
Perform any other duties as may be required by the management
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
SKILLS AND COMPETENCIES
Basic Underwriting skills and product knowledge.
Customer service skills.
Good Communication Skills.
Computer Literate.
QUALIFICATIONS (Academic, Professional, Experience)
Qualifications:
Degree preferably insurance.
Experience:
1 year and above.