Assistant Manager Branch
Operations
Job Purpose:
Responsible for management
of branch operations in accordance with set SLAs.
Key responsibilities:
Oversee
day to day running of the branch operations i.e. claims, underwriting, customer
services in accordance with set SLAs.
Ensure
customer complaints and other enquiries are handled speedily and effectively to
ensure customer satisfaction for all lines of business in line within set SLAs.
Play
a key role in liaising with other departments in retail, corporate, P&D
and EMC divisions, other branches and third parties like banks, brokers and
other sources of premiums etc to conclusively resolve customer inquiries.
Supervise
branch premium processing and bank statement reconciliations by ensuring that
they are done promptly and accurately.
Oversee
timely generation of all relevant reports on all branch activities from time to
time and effectively communicating the same to the respective manager(s).
Provide
effective leadership, direction and staff supervision to the branch.
Drive
compliance with all company procedures e.g. on premium processing, banking,
underwriting, compliance review of application forms, kyc etc.
Supervise
maintenance and storage of accurate and proper records at the branch.
Oversee
office cleanliness, custody/safety of company assets, Security, brand image is
upheld and orderliness at all times.
Supervise
proper use of petty cash by reviewing and approving it’s usage.
Supervise
timely delivery of GI policy documents (newly issued and endorsements);
contract notes, receipts, renewal notices, certificates etc to customers
directly or by liaising with the selling intermediaries.
Management
of branch expenditure/costs e.g. lighting, water bill, stationery, time
management etc.
Drive
compliance with all statutory requirements at the branch i.e business permits,
IRA license etc.
Perform
any other duties as may be assigned from time to time.
Delegated
Authority: As per the approved Delegated Authority Matrix.
Drive
customer self service by encouraging all walk-in clients to sign up to the
customer portal and offer necessary support.
Support
business retention by taking initiative to conserve cancellations and
surrenders before processing customer instructions.
Review
all applications for insurance for all lines of Business to determine the
profiles of risks presented to the company for insurance and assess their
acceptability or otherwise according to the Delegation of authority matrix.
Credit
and debit approval within the authority matrix.
Knowledge, experience
and qualifications
Bachelor’s
Degree in a business related degree.
7-10
years’ experience in the insurance industry or related field.
Professional
Qualifications: AIIK, LOMA, ACII.
Technical/ Functional
competencies:
Knowledge
of insurance & investment concepts.
Knowledge
of underwriting, claims processes and procedures.
Technical
competence in underwriting insurance risks/ Investment products.
Knowledge
of insurance & investment regulatory requirements.
Leadership
and conflict resolution skills.
Analytical
and report writing skills.
Deadline closes 08-09-2023
No comments:
Post a Comment