Customer Service Officer
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 on-boarding.
• Quality documentation timely turn around - TAT and.
• Excellent customer service and retention support.
1. 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.
2. SKILLS AND COMPETENCIES
- Basic Underwriting skills and product knowledge.
- Customer service skills.
- Good Communication Skills.
- Computer Literate.
3. QUALIFICATIONS (Academic, Professional, Experience)
Qualifications:
- Degree preferably insurance.
Experience:
- 1 year and above.