Summary
Date Posted: Wednesday, April 20, 2022 , Base Salary: Not Disclosed

JOB DETAILS:
Job Ref. No. JLIL048

Role Purpose
The role holder will assist in conserving existing business while providing super service to retirement benefits clients in full compliance with the laid down procedures and guidelines as set out in the operations manual.

Main Responsibilities
• Business Growth: Assist in conserving existing business and offering alternative products to existing clients e.g. annuity, cross sell and following up/providing leads for new business.
• Relationships Management: Support in building strong business relationships with our existing clients and intermediaries.
• Data Management: Maintaining accurate records for the retirement benefits clients (Deposit Administration Clients).
• Customer Care: Support in providing superior services to Retirement Benefits clients. Making regular visits to clients and preparing reports on the client’s needs.
• Implementing Benefits: Support in processing & ensuring timely settlement of payments, issuance of member’s
• statements, preparing accounts and other benefits within the set service standards.
• Statistical Analysis & Returns: Preparing summary/ statistical reports of the Retirement Benefits schemes. Also preparing returns in respect of the Retirement Benefits schemes as assigned for submission within the timelines provided.
• Scheme Compliance: Ensuring all schemes are managed and administered in full compliance of existing legislation and that KYCs are in place.

Key Competencies
• Visionary Leadership
• Entrepreneurial Spirit
• Market Awareness
• Customer Focus
• Continuous Innovation
• Ownership & Commitment
• Team Spirit

Qualifications
• Bachelor of Science in Mathematics/Statistics/Actuarial or any other related field.
• IT proficient (especially excellent command in MS Word, Excel, PowerPoint and Outlook)
• Knowledge of legislation governing Retirement Benefits and Insurance in Kenya will be an added advantage.

Relevant Experience
• Minimum of 1 year experience in a similar role

Work Hours: 8

Experience in Months: 12

Level of Education: Bachelor Degree

Job application procedure
If you are qualified and seeking an exciting new challenge, Please apply via Recruitment@jubileekenya.com quoting the Job Reference Number and Position by 22nd April 2023

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