Customer Service Officer

Enforce underwriting controls including on-boarding, 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. Enforce underwriting controls.
2. Ensure clean and accurate data capture.
3. Timely preparation of quotations and follow up.
4. Debiting of premiums and processing of policy documents within set timelines.
5. Processing and checking of underwriting Documents.
6. Issuing & signing of Motor Certificates and Yellow cards.
7. Ensure that work is done within the set standards of service and TAT.
8. Give quality customer service to all clients.
9. Safe keeping of security documents.
10. Daily scanning and indexing of mails.
11. Initiating motor valuation and follow up.
12. Adherence to the credit control policy.
13. Follow up renewals and ensure maximum retention of profitable accounts.
14. Timely processing refunds and follow up.
15. 100% Adherence to the authority matrix.
16. Ensure registry is fully maintained, orderly and up to date.
17. Ensure compliance of AML and PEP guidelines.
18. Ensure cross sale and up sale opportunities are maximized.
19. Perform any other duties as may be required by the management.

1. Basic Underwriting skills and product knowledge.
2. Customer service skills.
3. Good Communication Skills.
4. Computer Literate.
5. Degree preferably insurance.