Winnie Jepkogei Yagan Email & Phone Number

Nairobi

Prepare quotations in a timely manner and discussing them with clients to assist in business acquisition · Processing, preparation and dispatch of monthly pre renewals listing two months in advance and subsequent follow up of renewal of policies with service providers & direct clients to ensure retention · Underwriting and Issuance of new policy documents · Attending to customers: personal visit, brokers visit, email, letters, phone, and handling technical enquiries from brokers, agencies and direct clients. ·Preparing monthly performance reports and provide a business analysis of the sameTrain and mentor Underwriters to ensure motivation ·Enforce credit control and effect cancellation for policies not paid for to ensure that premium is paid for risks accepted.Liaise with Finance department on premium payments, invoicing, receipting and allocations.Ensure policy documents are issued within the set turnaround times and communicate with agents/brokers/clients on confirmation of receipt and accuracy of policy documents, endorsements and other policy related documentation.Ensuring that business acceptances and computations are in line with our reinsurance treaty arrangements and preparing appropriate supporting reinsurance documents · Maintain effective business relationships, with both internal and external customers, to ensure effective delivery of service ·Signing of accountable documents within the authority limit as per the agreed and give them legal effect ·Continually review the performance of accounts/products and advise the Underwriting Manager Respond to customer queries and complaints · Ensure that systems, procedures and standards applicable to underwriting operations adhered toIssuance of appropriate interim cover documents namely cover notes; certificates of motor insurance, Ensure that the rates and terms reflect the risk before acceptanceIssuance of quotes for both new and renewal businesses.

Kenya

Review of applications for insurance –determine the profiles of risks presented to the branch/company for insurance and assess their acceptability or otherwise.Register claims in the system and ensure correct documentation.Reviewing reports from various service providers relating to proposals for insurance. Assist in timely processing of quotations and tender documents. Initiate policy cancellation due to Non-payment and debt management at branch level. Liaising with intermediaries for business support. Timely preparation and dispatch of policy documents Assist in processing of credits and refunds. Customer Service champion at the branch. Participate in sales initiatives. Dispatching renewal notices to clients and intermediaries as well as following up on the same and championing renewals for particular intermediaries. Following up on Valuations and processing endorsements.

Nairobi, Kenya

Handling customers’ insurance inquiries promptly and ensuring quality customer service.Underwriting insurance businesses at the branch levelMaintenance of accurate records on insurance transactions in the bank.Championing of insurance training at the branch level and working closely with the branch on customers’ sensitization in insurance products.Ensuring that all claims reported to the Branch are communicated to the respective underwriter for settlement.General claims management at the Branch.Cross selling of insurance products and collection of premiums at the branch level. Issuing premium refunds/ coordinating refunds with respective companies that we do business with. Ensuring a balanced portfolio by achieving a budget on non-financed business- 60-40 ratio Following up on renewals to ensure compliance with company’s retention strategy Ensuring full underwriting compliance for the non-financed portfolio at the Branch Ensuring retention of assets already discharged by the Bank in our Insurance books

Diploma In Insurance Aiik

Bachelor Of Commerce- Risk Management And Insurance, Risk Management And Insurance

Diploma In Insurance