Relationship Officer

Duties and Responsibilities

• Building strong business relationships with our existing and new retail group clients.
• Member education and physical visits to meet the respective clients’ management teams.
• Training of any new staff to predispose them to opening a PPP.
• Ensuring that any new staff’s applications are channeled to the new business team for creation in the system.
• Ensuring that new employees transfer their funds to Jubilee Insurance from previous employers.
• Facilitate setting up of online self-service credentials for any new organizations.
• Ensuring that all contributions are collected and updated in a timely manner, and any reconciliation issue is raised with the client immediately. This will involve working closely with the allocations team to ensure that updates are timely and accurate and that any missing inputs from client are obtained in a timely and seamless manner. Act as a liaison officer
• Ensure that any withdrawal requests are worked on, and payments are made within the agreed TATs by the claims team.
• Sending quarterly reports and master statements.
• Respond to any other queries that clients may have.
• Ensure customer inquiries and complaints are promptly and effectively resolved within the required timelines.
• Resolve product or service problems by clarifying the customer's complaint, determining the cause of the problem, selecting and explaining the best solution to solve the problem, expediting correction or adjustment and following up to ensure resolution.
• Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects.
• Implement and uphold robust data protection and privacy practices, safeguarding customer information and ensuring confidentiality.
• Participate in audits and internal control assessments, addressing any identified gaps or issues promptly.
• Compliance: Stay updated with insurance regulations and best practices to ensure compliance with industry standards
• Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures.

Key Requirements Skills, experience and qualification

• Bachelor's degree in Business Administration, Finance, or related field
• 2-3 years of work experience in a similar role
• Previous experience working in the loans & credit industry is a must
• Experience in building & maintaining client relationships
• Business Relationship Management and Sales skills
• Finance knowledge and experience
• Excellent communication skills