Relationship Officer Bancassurance- Claims
Equity Bank Kenya
Nairobi | Full Time | Banking / Financial Services
Closing in 6 months ago
Key Responsibilities:
- Receive claim notification from customers/Branches and advise the customer/branch on relevant claim requirements.
 - Confirmation of cover existence, scope, premium payment, policy period, declarations etc.
 - Ensuring immediate notification of the claim to the respective underwriters
 - Guides the BO/policy holder on the required documents and the claim process.
 - Receiving claim documents from branches/ customers.
 - Scrutinizing the supporting documents to ensure completeness and accuracy of the same and forwarding to insurers if they are in order.
 - Capture and maintain claim records.
 - Continuous follow-up with relevant service providers until their reports are received by the insurers.
 - Constant follow-up of claims with the underwriters on behalf of clients/ branches.
 - Disseminating information from the underwriters to the branches and vice versa.
 - Offering support whenever necessary to internal clients i.e; DRU officers, Credit officers, Bank Admin officers.
 - Engaging the walk-ins claim clients and offering the best solution within the shortest time possible.
 - Continuous review with insurers to ensure strict adherence of set SLAs and guidelines.
 - Timely response to customers and Branch enquiries
 - Take part in vetting of terms to ensure completeness and fair pricing of products.
 - Review of all legal related claims in liaison with relevant insurers.
 - Managing physical total loss documents and submission to the relevant insurers.
 
Qualifications
Qualifications and Experience
- Bachelor’s degree in, Insurance or a Business-related degree.
 - A Certificate of Proficiency COP in Insurance
 - 1 Year experience in underwriting and claims
 - Strong knowledge of compliance and regulatory requirements in both banking and insurance sectors.
 - Sales experience is an added advantage.
 
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