Liberty Life Assurance Kenya is a life insurance provider that has been providing relevant products to Kenyans for over 50 years. Our purpose at Liberty is to make a difference in people’s lives by making financial freedom possible. We change realities and make freedom possible by providing innovative and relevant solutions that help our customers prote...

Responsibilities or duties

The role holder will be responsible for the effective processing of underwriting documents and verification of client data and assessment of the proposed risks within the set standards.

Qualifications or requirements (e.g., education, skills)

• Bachelor’s degree in insurance, Finance, Economics or other business-related discipline
• Progress towards Diploma in Insurance (ACII or AIIK), (at least 3 papers or equivalent)
• Business management skills
• Excellent analytical skills
• Excellent organizational and stakeholder management skills
• Negotiation skills
• Communication skills
• Customer, market and competitor understanding.
• Knowledge of insurance industry and concepts
• Knowledge of insurance regulatory requirements
• Knowledge of underwriting processes, procedures and concepts

Experience needed

Up to 2 years’ experience in the insurance or financial services industry

• Assess the proposed risk within set standards to accurately determine the risk the business is taking
• Policy generation and motor certificate issuance
• Preparation of policy documents
• Policy endorsements
• Policy reconciliation
• Policy renewal
• Policy debiting
• Policy cancellations
• Issuance of cover notes
• Issuance of quotations
• Keep detailed and accurate records of policies underwritten and decisions made
• Maintain high standards of customer service by responding to clients enquiries (walk-in clients, telephone and emails) and efficiently address their issues
• Assist clients in identifying our products (policies) that suit their needs in line with insurance principles.
• Liaise with intermediaries and direct clients on issues in relation to their policies to provide correct information to the client
• Apply the credit control policy and ensure that debit/ credit notes raised are raised in the correct month to facilitate collection
• Ensure proper filing of client information both manual and electronic for easy retrieval of documentation when required
• Embrace governance requirements with respect to KYC/AML/Data protection requirements per governing Acts.

• Business management skills
• Excellent analytical skills
• Excellent organizational and stakeholder management skills
• Negotiation skills
• Communication skills
• Customer, market and competitor understanding.
• Knowledge of insurance industry and concepts
• Knowledge of insurance regulatory requirements
• Knowledge of underwriting processes, procedures and concepts

• Bachelor’s degree in insurance, Finance, Economics or other business-related discipline
• Progress towards Diploma in Insurance (ACII or AIIK), (at least 3 papers or equivalent)