Check Off Officer Job

Responsibilities

• Maintain and reconcile records of the premiums collected per institution and follow-up on the outstanding premiums in liaison with the finance function;
• Initiate and sign-off new MOUs to open new check off markets in-line with company guidelines
• Collect Individual Life Premium schedules and payments from the Check off markets
• Process payment schedules that accompany the scheme cheques
• Launch new and amended Salary Deduction instructions
• Effect Salary Stop orders on matured and surrendered policies
• Develop and maintain quality business relationships with existing check off schemes through structured business meetings and visitations to the key personnel within the institutions
• Monitor Check-Off client movements from one institution to another to ensure smooth transition and continuity of premium payments
• Prepare weekly and monthly reports on new, amended and stopped orders, premium collected and the check off activity
• Validate the data provided with the soft/physical documents from the system where applicable and ensure completeness.
• Automate check – off premium collection through system optimization
• Meet expectations relative to productivity and service excellence to achieve high organic growth in pay-points
• Proactively maintain Check-Off data to identify trends, gaps, risks and opportunities and share them with the sales team; use the insights to build innovative ways to drive APA Life ‘s dominance within the institutions
• Identify opportunities and make recommendations to management to improve Check-Off operational processes and practices
• Any other duties/tasks as assigned by the company from time to time

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Qualifications

Bachelor’s degree in Business related field / Insurance or an equivalent.

Skills

• Accounting skills
• Excellent interpersonal and communication skills
• Demonstrable confidence and excellent negotiation skills.
• A strong team player with leadership skills
• Strong in reviews, analysis and reporting
• Customer focused with strong attention to detail
• Demonstrated ability to take initiatives and be resourceful
• Strong administrative and organizational skills
• Demonstrated time management skills and ability to manage multiple priorities within set TATs
• Tech savvy – able to find new and exciting ways to use technology to improve service delivery

Professional Qualifications

Attained or progress in relevant qualification CPA/ACII/AIIK/LOMA

Experience

At least 3 years’ relevant experience

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How To Apply

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