Coast Region – Relationship Officer Bancassurance Job Equity Bank
Coast Region – Relationship Officer Bancassurance Job. Banking Jobs In Kenya
Job Purpose:
Managing of insurance claims from start to finish – All Classes of Business
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Key Responsibilities
- Receive claim notification from customers/Branches and advise the customer/branch on relevant claim requirements.
- Confirmation of cover existence, scope, premium payment, policy period, declarations etc.
- Ensuring immediate notification of the claim to the respective underwriters
- Guides the BO/policy holder on the required documents and the claim process.
- Receiving claim documents from branches/ customers.
- Scrutinizing the supporting documents to ensure completeness and accuracy of the same and forwarding to insurers if they are in order.
- Capture and maintain claim records.
- Continuous follow-up with relevant service providers until their reports are received by the insurers.
- Constant follow-up of claims with the underwriters on behalf of clients/ branches.
- Disseminating information from the underwriters to the branches and vice versa.
- Offering support whenever necessary to internal clients i.e; DRU officers, Credit officers, Bank Admin officers.
- Engaging the walk-ins claim clients and offering the best solution within the shortest time possible.
- Continuous review with insurers to ensure strict adherence of set SLAs and guidelines.
- Timely response to customers and Branch enquiries
- Take part in vetting of terms to ensure completeness and fair pricing of products.
- Review of all legal related claims in liaison with relevant insurers.
- Managing physical total loss documents and submission to the relevant insurers.
Qualifications and Experience
- Bachelor’s degree in, Insurance or a Business-related degree.
- A Certificate of Proficiency (COP) in Insurance
- 1 Year experience in underwriting and claims
- Strong knowledge of compliance and regulatory requirements in both banking and insurance sectors.
- Sales experience is an added advantage.
Key Competencies & Skills
- Good Interpersonal skills
- Excellent communication skills
- Relationship management capabilities
- Highly organized and detail orientated.
- Demonstrate alignment with Equity culture and values
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