Customer Service Officer – Bancassurance

Job Description

• To assess, price and determine terms for risks presented within set standards of service in a manner to ensure quality selection of risks and timely service.
• Raise premium debits, credits in a timely manner within the TATs
• Determine acceptability of risks, monitor and review terms of accounts assigned
• Raise premium debits and credits for work allocated within TAT  
• Capture insured, risk, and premium data correctly in the system
• Prepare and follow up renewal notices to ensure retention.
• Requisition for premium refund to facilitate issue of cheque
• Ensure that premiums are paid in respect of accounts managed
• Maintain effective business relationships to ensure effective delivery of service
• Maintain service standards to ensure high quality customer service is delivered.

Performs simple clerical duties by applying office procedures including answering calls, managing basic financial transactions and recording, typing or word processing, filing, and other ad-hoc activities to increase efficiency.

Education

• BA: Insurance And Risk Management