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| Britam Insurance Company Uganda Limited |
Client Relations Officer job Post
Location: Jobs in Uganda 2024 - 2025
Work Hours: Full-time, 08 hours per day
Salary:
UGX
No. of vacancies: 01
Deadline: 09 August 2024
Hiring Organization: Britam Insurance Company Uganda Limited
Job Details:
To support the implementation and maintenance of an effective and professional Client Relationship Strategy for the company that will in turn contribute to acquisition and retention of Premium paying clients when interacting with intermediaries and facultative partners.
Key Responsibilities:
1. Maintain professional understanding of customer base to assist Britam maintain and improve our current relationships.
2. Regular meeting with the Intermediaries to ensure reconciliations are up to date and any disputes are resolved.
3. Enhancing Customer Relations by regular Servicing of Intermediaries hence handling of any requests and complaints.
4. Perform as key contact for selected customer relationships under CRM’s guidance.
5. Facilitate weekly client meetings, Broker Meetings, Facultative partners meetings and Financial Advisors to work through priority issues like premium payment, claims recoveries, and plan future initiatives with the Client Relationship Manager.
6. Initiate and develop activities to ensure on time and scheduled response to customers and intermediaries
7. Proforma collection through providing debtors/ proforma listing to sales team and updating the team on collections made on a daily basis
8. Participate in focused status meetings with Channel managers and customers on a daily
9. Provide proper refund of premiums and claim compensation to customers on time.
10. Regular meeting with designated Financial Advisors to ensure their debtor/ proforma balances are up to date and premiums are collected in time.
11. Check, verify commissions, Reinsurance payments and claim recoveries to the intermediaries.
12. Monthly reconciliation of the debtors listing totals to the GL balances.
13. Work with Accounts Assistant to ensure the accurate daily, weekly and monthly proforma/debtor’s summary report to the Proforma committee.
14. Work with the Accounts Assistant to ensure timely preparation of quarterly signed Broker Statements to IRA.
15. Follow up on credits in the bank statements and ensure they are receipted and accurately allocated every Day.
16. Ensure proper filing of and soft copy storage of all documents.
17. Assists in other duties as needed and directed
WE WISH YOU GOOD LUCK
Date Posted: 2024-08-01
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