Background

As one of the largest insurers and financial services companies in East Africa, we have decades of experience in helping discerning individuals protect and create their wealth. But that’s not all. We also keep an eye firmly on the future, using innovation to craft financial products and services that we know you need in today’s constantly changing world....

Key responsibilities

Client Service & Communication Excellence:

• Serve as the first point of contact for the office by professionally answering multi-line phone systems and warmly greeting clients and visitors.
• Efficiently handle and resolve general client/ agents/ BDs inquiries regarding policy status and general services, escalating complex issues to the appropriate department/ resource
• Manage all incoming and outgoing correspondence, including sorting, logging, and distributing physical and electronic mail to the correct departments and personnel in a timely manner.

Policy Documentation & Data Integrity:

• Accurately process insurance policy documentation, including the detailed input of new application data and renewal information
• Prepare, review, and issue Certificates of Insurance (COIs)as per requirements and guidelines.
• Maintain and update client and policyholder files meticulously, ensuring data integrity and compliance with state and record-keeping regulations e.g. Data Privacy act, AML, IRA

Agent and Underwriter Support:

• Provide direct administrative support to agents and Business Development (BD) staff.
• Manage and coordinate internal and external meeting logistics, including scheduling appointments, sending invitations, and maintaining up-to-date calendars for key personnel.

General Office and Financial Administration:

• Manage the inventory and ordering of all office supplies, ensuring staff have the necessary resources while adhering to a defined budget.
• Coordinate the procurement and distribution of marketing merchandise and promotional items for client events and agency outreach.
• Manage basic petty cash transactions, including tracking expenditures, reconciling receipts, and preparing reports for accounting.

QUALIFICATIONS

• Degree in relevant field
• Added advantage: Qualification or progression on Professional insurance courses – CII , AIIK et

EXPERIENCE

• Proven experience in insurance underwriting or Administration role
• 1 to 3 Years experience

• Serve as the first point of contact for the office by professionally answering multi-line phone systems and warmly greeting clients and visitors.
• Efficiently handle and resolve general client/ agents/ BDs inquiries regarding policy status and general services, escalating complex issues to the appropriate department/ resource
• Manage all incoming and outgoing correspondence, including sorting, logging, and distributing physical and electronic mail to the correct departments and personnel in a timely manner.
• Accurately process insurance policy documentation, including the detailed input of new application data and renewal information
• Prepare, review, and issue Certificates of Insurance (COIs)as per requirements and guidelines.
• Maintain and update client and policyholder files meticulously, ensuring data integrity and compliance with state and record-keeping regulations e.g. Data Privacy act, AML, IRA
• Provide direct administrative support to agents and Business Development (BD) staff.
• Manage and coordinate internal and external meeting logistics, including scheduling appointments, sending invitations, and maintaining up-to-date calendars for key personnel.
• Manage the inventory and ordering of all office supplies, ensuring staff have the necessary resources while adhering to a defined budget.
• Coordinate the procurement and distribution of marketing merchandise and promotional items for client events and agency outreach.
• Manage basic petty cash transactions, including tracking expenditures, reconciling receipts, and preparing reports for accounting.

• Degree in relevant field
• Added advantage: Qualification or progression on Professional insurance courses – CII , AIIK et