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Customer Service Officer

Published on 25.11.2021

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Company

Website : https://www.oldmutual.co.zw/
Industries :
Banking, insurance, finance
Job ads : See our Job Ads
Old Mutual is a diversified international financial services group listed on the stock exchange in London, South Africa, Malawi, Namibia and... read more

Job Ad & Profile Description

Position : Customer Service Officer

Job Description

The incumbent will be responsible for enforcing underwriting controls in the branch including on-barding, certificates, booking of business, documentation, Implementing underwriting guidelines, processes and procedures to ensure quality underwriting and business, ensuring profitability of the branch through quality control and on-boarding, ensuring quality documentation, timely turn around and maintaining excellent customer service and retention support.

KEY TASKS AND RESPONISBILITIES

  • Enforce underwriting controls
  • Ensure compliance with underwriting guidelines
  • Debiting of premiums and processing of policy documents within set timelines
  • Debiting and processing of renewal endorsements
  • Processing and checking of underwriting Documents
  • Issuing of Endorsements
  • Issuing of Motor Certificates
  • Issuing and signing of yellow cards
  • Review and dispatch of notices within set TAT
  • Ensure work is done within the set standards of service – Customer service charter
  • Do a detailed weekly mail reports on outstanding work.
  • Give quality customer service to all our clients.
  • Safe keeping yellow cards.
  • Daily scanning and indexing of mails
  • Issuance of valuation letters and follow up
  • Adherence to the credit control policy
  • Follow up renewals and reporting on status
  • Processing of client and Bank refunds
  • 100% Adherence to the authority matrix
  • Adherence to the underwriting guidelines and memos
  • Ensure registry is fully maintained in an orderly and is up to date
  • Ensure compliance of AML and PEP guidelines
  • Ensure cross sale and up sale opportunities are maximized.
  • Premium receipting of Mpesa, VISA and cheque payments and ensure cheques are banked on time -GI and Medical
  • Issuing customers with updated/ correct customer statements
  • Assisting clients with claims reporting (both GI & Health) and follow ups with Head office
  • Onboarding of retail medical clients and ensuring the customers receive medical cards
  • Perform any other duties as may be required by the management.
Required profile for job ad : Customer Service Officer

Skills And Competencies

  • Basic Underwriting skills
  • Customer service skills
  • Good Communication Skills
  • Computer Literate

Qualifications, Knowledge & Experience

  • Business Related Degree
  • Advanced Industry Qualifications/ C.O.P
  • 1 Year's experience preferably in the Insurance Industry
Job criteria for job ad : Customer Service Officer
Job category :
Marketing, communication
Production, maintenance, quality
Services
Industries :
Banking, insurance, finance
Employment type :
Permanent contract
Region :
Central - Coast - Eastern - Nairobi - North Eastern - Nyanza - Rift Valley - Western
Experience level :
Less than 2 years
Educational level :
HND
Number of Position(s) : 5

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