Relationship Officer job at Jubilee | Apply Now

Ensuring operational efficiency and excellence by managing client expectations and service requirements

Timely follow up on policy renewals, maintenance and servicing.

Coordinate quotation requests in liaison with Actuarial Department.

Coordinate Scheme Renewals and invitation as they fall due. Prepare renewal reports/documentation

Monthly production of debits and credits

Policy maintenance, monitoring additions and deletions

Account manager for assigned clients

Marketing and product presentation

Preparation of various underwriting reports i.e. quarterly claims analysis reports, calculating loss ratio per client to establish their performance prior to renewal

Quarterly production of member statements

Accurate set up of scheme limits and premium rates in ACTI SURE

Set up and management of membership details in ACTI SURE

Handling of coverage enquiries with brokers, members, claims team, service providers etc

Timely preparation of quotations in line with set service standards

Preparation of medical photo cards for all eligible members

Handling queries from all walk-in clients, brokers, agents

Ensuring customer satisfaction and timely feedback to queries

Carry out Client and broker visiting

Putting together tender documentation

Reviewing individual insured utilization

Maintenance of membership data base in ACTI SURE

Broker/customer management

Preparation of policy documents and endorsements

Client presentations

Supporting during Audit periods

Any other duties that may be assigned from time to time.