Assistant Manager, Underwriting & Claims

Job Summary:-
  • Bank and Individuals business acquisition from bank and non bank clients, and ensure successful conclusion of underwriting and claims processing through comprehensive prospecting.
  • To manage the Bank/individuals portfolio through provision of effective servicing and retention for securing additional business opportunities with them.
  • To promote a positive image of PBK Takaful Brokers through service protocols to policyholders, members of the public and other stakeholders by showing respect, courtesy and professionalism to all internal and external customers.
  • Active participation in Underwriting and claims, in order for the Brokerage to meet reasonable targets.
  • Work hand in hand with the DSRS/CSRS and CSAs to optimize on brokerage growth.
Key Responsibilities: –
  • Creating general awareness on Takaful Principles and Products to the targeted market, as well as within Premier Bank Kenya (Financing Department)
  • Maintaining an extensive, retentive active network of corporate clients/prospects
  • Develop dynamic working relationship with the Takaful team, offering advice to assist in achieving their underwriting portfolio and their marketing goals
  • Undertake comprehensive research on new and niche markets to enable the brokerage gain a competitive advantage in the market
  • Monitor performance, new business and renewals to ensure increased business through retention.
  • Orientation on Insurance product knowledge for new business executives
  • Ensuring policy owner service standards are met in primary areas namely, client identification, acquisition and growth e.g. identifying target and penetrating niche markets through existing bank customers and non-direct clients.
  • Following up on feedback from sourced clients, bank executives, and direct clients on product issues and developing and implementing action plans to address expressed or ideal needs and concerns.
  • Maintaining an updated data-bank of target/prospective customer’s; new businesses and business enquiries:
  • Building a good network in Insurance within the Banking industry and maintaining a strong presence in the designated branch through efficient co-ordination of the branch market outreach activities.
  • Provide guidance to Bank team and other bank staff on the efficient in underwriting and claims.
  • Safeguarding confidential and positive matters of the company both at the branch level and corporate level.
  • Preparing and transmitting to the principal officer weekly and monthly reports on all the underwriting business done and update on claims processing.
  • Any other duties that may be assigned to you from time to time by management
Key Measurables: –
  • World class service in terms of professionalism, respect, courtesy and pleasant service
  • Maintain a large pool for sourcing new businesses; potential clients; referrals; cold –calling and generally active prospecting with significant business yields etc
  • Follow up and maintaining a consistently high closing ratio with less than 10% negative variance(loss)
  • Provision of effective after –sales service and keeping in contact with clients to ensure client retention in excess of 90%
  • Consistently maintained near zero default or late payment for credit /deferred installments
  • Punctuality to work and timeliness in completion of assignments
  • To ensure our customers receive their covers and policy documents on time
  • Team Player; excellent communication & interpersonal skills initiative
  • 98% closure and retention of corporate business
  • Sourcing ,Influencing and negotiating best PBK Medical scheme with cost effective, benefit and value addition aspects
  • Minimum Diploma in Insurance, a degree is a MUST
  • Certificate of Proficiency in Insurance a Must.
  • Over 3 Years of experience in insurance Industry
  • Good working knowledge of MS-Office suite
  • Experience in Insurance products
Competencies & Attributes:
  • Personality: A go-getter, enthusiastic, results oriented with excellent communication and social skills. A forward planner with clear focus, ardent team player, mature, reliable, hard working and able to work without supervision.
  • Sound knowledge of the PBK Takaful products and services;
  • Aggressive personality with positive attitude to sales and customer service
  • Pleasant and warm personality with excellent communication and inter-personal skills.
  • Ability to cope with flexible tasks; and inspire the sales executives and other bank staff: Confident and enthusiastic
  • Honest with impeccable integrity (high ethical standards). Good working knowledge of MS-Office suite
  • Supervisory ability: Responsibility and ability to grow, support and develop talent within the PBK Takaful Customer Service team.
  • Computer skills: Must be adept in use of Ms Word, Excel, and Access, power-point, Internet and email.
Job skills:
  • Understand the Insurance Act and general laws relating to Insurance;
  • Demonstrate a high degree of sensitivity, confidentiality when dealing with internal &external customers;
  • Have good PR/interpersonal skills, have outstanding communication and reporting skills, problem analysis and listening ability.



A package commensurate to the posts shall be discussed and agreed with the successful candidates.

How to Apply:

If you are up to the challenge, possess the necessary qualification and experience, please send you CV only quoting the job title on the email subject to by 31st May 2024. Only shortlisted candidates will be contacted.

Job Category: Claims Manager Underwriting
Job Type: Full Time
Job Location: Nairobi

Apply for this position

Allowed Type(s): .pdf, .doc, .docx