ROSE WANJIRU KING'ORI

· Ensure accurate policy issuance within the underwriting timelines upon receipt of full documentation

· Ensure all confirmed business is booked within the month.

· Issue timely quotations as per delegated authority

· Ensure strict adherence to policy processing authority matrix to ensure zero policy processing errors.

· Ensure Strict adherence to credit control and underwriting guidelines during policy processing to minimize risk.

· Ensure relevant and quality data is captured to aid in data analytics and business decision making.

· Assess the proposed risk within set standards to accurately determine the risk the business is taking

· Process underwriting transactions such as new business, renewals, endorsements, reconciliations in accordance with underwriting guidelines

· Handle queries on insurance products, making proposals on suitable products

· Liaise with intermediaries and direct clients on issues in relation to their policies to provide correct information to the client

· Issuing of motor certificates and Yellow/ COMESA cards

· Ensure proper filing of client information for easy retrieval of documents.

· Provide accurate data to Customer service team for effective renewal follow up to achieve renewal retention target

· Strengthen the engagement process with the BD team and customers and ensure minimal customer service complaints through; timely response on email and telephone queries, regular accounts reconciliation in liaison with finance team to ensure customer books are up to date.

· Offer excellent customer service and product/process advise to customers

· Ensure 100% compliance to KYC and AML guidelines, 100% compliance to Internal procedures i.e underwriting guidelines and credit control policy.

.Global Marine debiting/processing

· Management of the agency office

· Attending to customer queries

· Receiving and distributing mail and correspondences to the Agency

· Issuance and reconciliation of motor certificates

· Ensuring adequate flow of office supplies, stationery, and necessary operating tools

· Ensure office is properly cleaned and maintained to high standards

· Attending to walk in Customers, agents, and brokers.

· Raising debits and credits for new and existing clients

· Confirming renewal notices from underwriters and matching them with in-house data

· Assisting clients to get their insurance covers from the underwriting companies

· Advising clients on the best cover to effect based on their risk and portfolio

· Advising clients on the most suitable underwriter to undertake their portfolio

· Seeking the most competitive quotations from Insurance Companies

· Supervision of clerks

· Ensuring referendum strategic materials are safe

· Ensuring voting process runs on smoothly

· Supervision of registration clerks

· Issuing of registration materials

· Collecting of filled forms and taking them to the scanning centre

· Replacing lost or spoilt elector's cards

· Raising debits and credits for new and existing clients

· Confirming renewal notices from underwriters and matching them with in-house data

· Assisting clients to get their insurance covers from the underwriting companies

· Advising clients on the best cover to effect based on their risk and portfolio

· Advising clients on the most suitable underwriter to undertake their portfolio

· Seeking the most competitive quotations from Insurance Companies

· Employee supervision

· Handling client/employee complaints

· Raising Invoices and issuing of receipts

· Preparation of payment Vouchers