Provide prompt, efficient and effective operational support by entering into LOB systems requisite customer and related product information as per given documentation, performing verification and quality assurance of customer data & information on the customer record and CRM data
Manage and maintain all company’s physical documents and records
Key responsibilities
Ensure customer data quality and compliance through validation and Verification of customer data through lines of business during On boarding
Ensure client details/ instructions are accurately and timely processed in line with the requisite processes
Ensure timely delivery of policy documents and e policy documents to the customers within T.A.T
Processing the completion of new business e.g. issuance of policies, Creation of Accounts in Unit trusts and wealth management while adhering to set procedures and guidelines thus limiting the exposure to risk and litigation
Processing Endorsement change requests to insurance contracts such as Redacting, Conversion to Automatic paid up while adhering to set procedures and guidelines
Verifying and approving Bank details in various lines of business to facilitate efficient payment of claims to customers.
Coordinate any out-sourced services of document storage and retrieval
Data Quality assurance for Individual life business procured through online platforms.
Accurately capture data in line of Business system e.g. Igas, Integra, Sayari
Knowledge, experience and qualifications required
Bachelor’s degree in a business related field
At least 2- 4 years’ experience in a similar position
