Client Retention Assistant
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Client Retention Assistant
2025-05-20T13:24:38+00:00
CIC Insurance
https://cdn.greatkenyanjobs.com/jsjobsdata/data/employer/comp_7945/logo/CIC-Insurance.jpg
FULL_TIME
 
Nairobi
Nairobi
00100
Kenya
Insurance
Customer Service
KES
 
MONTH
2025-05-28T17:00:00+00:00
 
Kenya
8

CIC Insurance Group Limited, commonly referred to as CIC Group, is an insurance and investment group that operates mainly in Kenya, Uganda, South Sudan and Malawi

Client Retention Assistant

PURPOSE:

To assess and prudently underwrite Non-medical general business in commercially sound terms and to ensure that all underwriting and documentation duties in the section operate effectively and efficiently

PRIMARY RESPONSIBILITIES:

SERVICE DELIVERY MANAGEMENT

    • Assess business risk proposal and Accept/Reject Risk, on the basis of existing underwriting guidelines).
    • Ensure policy documents and endorsements are dispatched.
    • Work with the assistant underwriter and underwriter in reconciliation of underwriting issues.
    • Process renewal notices under the guidance of the underwriter
    • Any other duty as may be given by the Underwriting manager.

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CLIENT RETENTION 

  • Conduct intermediary (independent agents and brokers) and direct business performance and account servicing to identify and address service gaps;
  • Provide continuous training and sensitization on our various existing and emerging products, to enable our intermediaries(clients) identify additional risks management solutions for our customers.
  • Enhance customer service experience through planned intermediary / client’s engagement activities to discuss upcoming renewals, reconciliations and debt collections, claims review and update and report on areas of improvement.
  • Ensure timely payment of commissions, monthly incentives, premium refund cheques and delivery thereof including recognizing good performance from our intermediaries.
  • Coordinate timely dispatch of renewal pre-lists, renewal quotations, new business policy documents and actively follow up on premium payment receipts with emphasis on Mpesa payments.
  • Coordinate consistent updates to clients on phone and email on any changes or improvements affecting their policy including review of loss ratio status to enhance prudent premium rating.
  • Manage debt status against the set policy and ensure interdepartmental functions are coordinated well.
  • Ensure high retention of renewal business for account allocated.
  • Address complex customer complaints and recommend appropriate solution.

Key Skills, Knowledge, Experience and Behavioural Competencies
Academic and Professional Requirements

  • Education    Bachelor’s Degree    Bachelor’s degree in a related field
  • Professional Qualification    Diploma in Insurance is added advantage

 Experience Required: 

  • Relevant experience    2
SERVICE DELIVERY MANAGEMENT Assess business risk proposal and Accept/Reject Risk, on the basis of existing underwriting guidelines). Ensure policy documents and endorsements are dispatched. Work with the assistant underwriter and underwriter in reconciliation of underwriting issues. Process renewal notices under the guidance of the underwriter Any other duty as may be given by the Underwriting manager. Job searchJob fairs in Kenya CLIENT RETENTION Conduct intermediary (independent agents and brokers) and direct business performance and account servicing to identify and address service gaps; Provide continuous training and sensitization on our various existing and emerging products, to enable our intermediaries(clients) identify additional risks management solutions for our customers. Enhance customer service experience through planned intermediary / client’s engagement activities to discuss upcoming renewals, reconciliations and debt collections, claims review and update and report on areas of improvement. Ensure timely payment of commissions, monthly incentives, premium refund cheques and delivery thereof including recognizing good performance from our intermediaries. Coordinate timely dispatch of renewal pre-lists, renewal quotations, new business policy documents and actively follow up on premium payment receipts with emphasis on Mpesa payments. Coordinate consistent updates to clients on phone and email on any changes or improvements affecting their policy including review of loss ratio status to enhance prudent premium rating. Manage debt status against the set policy and ensure interdepartmental functions are coordinated well. Ensure high retention of renewal business for account allocated. Address complex customer complaints and recommend appropriate solution.
 
Education Bachelor’s Degree Bachelor’s degree in a related field Professional Qualification Diploma in Insurance is added advantage
bachelor degree
24
JOB-682c829636abb

Vacancy title:
Client Retention Assistant

[Type: FULL_TIME, Industry: Insurance, Category: Customer Service]

Jobs at:
CIC Insurance

Deadline of this Job:
Wednesday, May 28 2025

Duty Station:
Nairobi | Nairobi | Kenya

Summary
Date Posted: Tuesday, May 20 2025, Base Salary: Not Disclosed

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Learn more about CIC Insurance
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JOB DETAILS:

CIC Insurance Group Limited, commonly referred to as CIC Group, is an insurance and investment group that operates mainly in Kenya, Uganda, South Sudan and Malawi

Client Retention Assistant

PURPOSE:

To assess and prudently underwrite Non-medical general business in commercially sound terms and to ensure that all underwriting and documentation duties in the section operate effectively and efficiently

PRIMARY RESPONSIBILITIES:

SERVICE DELIVERY MANAGEMENT

    • Assess business risk proposal and Accept/Reject Risk, on the basis of existing underwriting guidelines).
    • Ensure policy documents and endorsements are dispatched.
    • Work with the assistant underwriter and underwriter in reconciliation of underwriting issues.
    • Process renewal notices under the guidance of the underwriter
    • Any other duty as may be given by the Underwriting manager.

Job search

Job fairs in Kenya

CLIENT RETENTION 

  • Conduct intermediary (independent agents and brokers) and direct business performance and account servicing to identify and address service gaps;
  • Provide continuous training and sensitization on our various existing and emerging products, to enable our intermediaries(clients) identify additional risks management solutions for our customers.
  • Enhance customer service experience through planned intermediary / client’s engagement activities to discuss upcoming renewals, reconciliations and debt collections, claims review and update and report on areas of improvement.
  • Ensure timely payment of commissions, monthly incentives, premium refund cheques and delivery thereof including recognizing good performance from our intermediaries.
  • Coordinate timely dispatch of renewal pre-lists, renewal quotations, new business policy documents and actively follow up on premium payment receipts with emphasis on Mpesa payments.
  • Coordinate consistent updates to clients on phone and email on any changes or improvements affecting their policy including review of loss ratio status to enhance prudent premium rating.
  • Manage debt status against the set policy and ensure interdepartmental functions are coordinated well.
  • Ensure high retention of renewal business for account allocated.
  • Address complex customer complaints and recommend appropriate solution.

Key Skills, Knowledge, Experience and Behavioural Competencies
Academic and Professional Requirements

  • Education    Bachelor’s Degree    Bachelor’s degree in a related field
  • Professional Qualification    Diploma in Insurance is added advantage

 Experience Required: 

  • Relevant experience    2

 

Work Hours: 8

Experience in Months: 24

Level of Education: bachelor degree

Job application procedure

Submit your CV and Application on Company Website : Click Here

Closing Date : May 28, 2025

 

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Job Info
Job Category: Customer Service jobs in Kenya
Job Type: Full-time
Deadline of this Job: 28-05-2025
Duty Station: Nairobi
Posted: 20-05-2025
No of Jobs: 1
Start Publishing: 20-05-2025
Stop Publishing (Put date of 2030): 20-05-2030
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