Risk Officer – Account Executive

To achieve overall client satisfaction under scheme management and operational excellence.

• Confirm membership data 45 days before renewal. Notify the client immediately of any discrepancies, and ensure all costs are finalized no later than two weeks before the renewal date.
• Advise on new entrants and withdrawals within 12 hours of client notification and update records concurrently.
• Keep an updated database of the scheme membership.
• Request for medical requirements within 3 days of delivery of renewal data or new entrants to the insurer, and notify the client within two (2) days.
• Update the medical register weekly and forward monthly letters to clients on compliance status after the grace period.
• Debit / Credit and advise the client on all costings received from the insurer within 1 day.
• Correctly Debit / Credit to avoid and reduce raising of reversals.
• Ensure all monthly debiting is done before the close of E-Global/Agile.
• Send premium statements to a client at the end of each month, highlighting the outstanding premiums with immediate follow-up on the same.
• Update daily premium follow-up on the weekly Debtors register.
• Hold monthly meetings (documented for the record) with the Insurer’s Operations staff to discuss and agree on reconciliations.
• Ensure to request monthly reconciliations from the insurers by the 5th of every month.
• Update the global register by the 15th of every month.

• Customer retention
• 100% reconciliation between Minet and Insurers’ books
• Zero risk exposures to the company

• Insurance Knowledge
• Customer Service Orientation
• Interpersonal and Communication Skills
• Problem solving abilities
• Resilience and persistence
• Teamwork and collaboration
• Continuous leaing and adaptability

• Good communication skills
• Good assessment, analytical and problem-solving skills
• Ability to interact at all levels/stakeholder management
• Business Awareness – Financial/insurance markets
• Proven planning, coordination, and time management skills
• Keen attention to detail
• One (1) to two (2) years’ experience in the insurance industry

• Academic and Professional Qualification
• Bachelor’s degree in a business-related field
• Certificate of Proficiency in insurance
• Two (2) years’ relevant experience