Customer Service Officer – Bancassurance

Job Description

  • To assess, price and determine terms for risks presented within set standards of service in a manner to ensure quality selection of risks and timely service.
  • Raise premium debits, credits in a timely manner within the TATs
  • Determine acceptability of risks, monitor and review terms of accounts assigned
  • Raise premium debits and credits for work allocated within TAT
  • Capture insured, risk, and premium data correctly in the system
  • Prepare and follow up renewal notices to ensure retention.
  • Requisition for premium refund to facilitate issue of cheque
  • Ensure that premiums are paid in respect of accounts managed
  • Maintain effective business relationships to ensure effective delivery of service
  • Maintain service standards to ensure high quality customer service is delivered.

Performs simple clerical duties by applying office procedures including answering calls, managing basic financial transactions and recording, typing or word processing, filing, and other ad-hoc activities to increase efficiency.

Responsibilities

Administration

Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.

Document Management

Create, organize, and maintain files containing the correspondence and records of a senior colleague.

Document Preparation

Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software.

Work Scheduling and Allocation

Organize own work schedule in order to get the job done, coordinating with support services and assigning short-term tasks to others if necessary.

Operations Management

Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards.

Internal Client Relationship Management

Help manage internal client relationships by supporting others to build effective working relations.

Operational Compliance

Develop working knowledge of the organization’s policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Data Collection and Analysis

Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.

Personal Capability Building

Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills

Action Planning, Client Management, Computer Literacy, Database Administration, Desktop Publishing (DTP), Executing Plans, Management Reporting, Network Administration, Numerical Aptitude, Office Systems, Oral Communications, Policies & Procedures, Report Review, Resource Scheduling

Competencies

Collaborates

Communicates Effectively

Drives Results

Ensures Accountability

Plans and Aligns

Tech Savvy

Education

BA: Insurance And Risk Management

Closing Date

03 March 2025 , 23:59

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