Administrative Assistant

Main Purpose of the Job - (Job Summary)

Ensuring compliance and implementation of accounting LIFE and General underwriting policies, processes and procedures in line with the overall business strategy and objectives in matters relating to collection of premiums, management of branch expenses and underwriting.

Main Responsibilities 
Life Underwriting Duty

• Creation of new clients in the system for Individual Life business.
• Collection and adjustment of policy premiums paid through direct debits instruction ,Mpesa, bankers order and local check offs
• Offering after sale service including loan repayment adjustment, policy revival, quotation and statement printing.
• Reconciling of local check off payment and follow up on check offs not received
• Assisting all branch intermediaries and liaising with head office where necessary.

General Underwriting Duties

• Ensuring that all policies/risks that have been ACCEPTED are compliant to underwriting guidelines and Regulators guidelines.
• Ensuring customer service to both internal and external clients by providing required underwriting services and documents 
• Ensuring premium and data capture within set standards
• Reviewing, Preparing and dispatching renewal notices.
• Ensuring compliance to the general underwriting related company communication

General & Life Finance Underwriting Duties

•  Issuing receipts promptly and ensuring that they are dispatched to the clients
• Preparing of banking slips and ensuring days collections are banked daily or following day
• Preparing and ensuring that daily collections report is in order and sent to head office
• Ensuring that files copies of the receipt are filed and hard copies forwarded to head office
• Processing of  premium adjustments promptly
• Generating and reconciling agents, brokers and direct clients ledgers, queries and monthly statements
• Filing of monthly agents, brokers and direct clients statements’.
• Managing petty cash imprest for the branch
• Preparing monthly and annual withholding tax returns and commission reports
• Ensuring other administrative work at the branch is performed as per company’s expectations
• Ensuring customer service to both internal and external clients by providing prompt services that meets and exceeds customer’s needs.
• Any other duties assigned

2 or  3 Key Deliverables (specific to this position)

• Achieve underwriting profitability
• Customer Satisfaction
• Service Delivery
• Ensuring timely premium debiting

Internal

• Finance & Admin
• Claims
• Marketing
• HR
• ICT
• Reinsurance
• Legal
• Life
• Audit
• Risk

External

• Service providers
• Intermediaries
• Financial institutions
• Regulators
• Reinsurers
• Customers
• KRA
• Auditors

Job Specifications

Relevant Experience

• At least 1year of relevant experience

Academic Qualifications

• Undergraduate degree in any Business related field or equivalent

Professional Qualifications

• Accounts/CPA/ACCA. Insurance qualifications are added advantage

Key Job Skills (specific to the job)

• Analytical Skills
• Influencing skills
• Accounting and reporting skills
• Client relations 
• Negotiation skills
• Presentation/ report skills

Insurance Skills (special Category)

• Technical knowledge & proficiency

General Skills 

• Communication skills
• Interpersonal skills
• Customer Service
• IT skills (fluency)

KAC Competencies/Behaviours

• Integrity 
• Reliability 
• Transparency 
• Professionalism 
• Teamwork 
• Quality