CLIENT RETENTION ASSISTANT

PURPOSE:

To assess and prudently underwrite Non-medical general business in commercially sound terms and to ensure that all underwriting and documentation duties in the section operate effectively and efficiently

PRIMARY RESPONSIBILITIES:

1. SERVICE DELIVERY MANAGEMENT

• • Assess business risk proposal and Accept/Reject Risk, on the basis of existing underwriting guidelines).
  • Ensure policy documents and endorsements are dispatched.
  • Work with the assistant underwriter and underwriter in reconciliation of underwriting issues.
  • Process renewal notices under the guidance of the underwriter
  • Any other duty as may be given by the Underwriting manager.

2. CLIENT RETENTION 

• • Conduct intermediary (independent agents and brokers) and direct business performance and account servicing to identify and address service gaps;
  • Provide continuous training and sensitization on our various existing and emerging products, to enable our intermediaries(clients) identify additional risks management solutions for our customers.
  • Enhance customer service experience through planned intermediary / client’s engagement activities to discuss upcoming renewals, reconciliations and debt collections, claims review and update and report on areas of improvement.
  • Ensure timely payment of commissions, monthly incentives, premium refund cheques and delivery thereof including recognizing good performance from our intermediaries.
  • Coordinate timely dispatch of renewal pre-lists, renewal quotations, new business policy documents and actively follow up on premium payment receipts with emphasis on Mpesa payments.
  • Coordinate consistent updates to clients on phone and email on any changes or improvements affecting their policy including review of loss ratio status to enhance prudent premium rating.
  • Manage debt status against the set policy and ensure interdepartmental functions are coordinated well.
  • Ensure high retention of renewal business for account allocated.
  • Address complex customer complaints and recommend appropriate solution.

If you have the aforementioned professional and academic qualifications and you are ready to execute the above mandate, strictly apply through: https://careers.cicinsurancegroup.com/ clearly indicating the position being applied for.

The application should reach us by close of business on 28^th May, 2025. Please note only short-listed candidates will be contacted. If you do not hear from us by 31^st July, 2025 consider your application unsuccessful.

N/B: This job advert is open to both internal and external candidates.