Coast Region – Relationship Officer Bancassurance Job Equity Bank

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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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How to Apply

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