Job Title: Senior Account Executive – Insurance
Organisation: Aldelia Uganda
Duty Station: Kampala, Uganda
About the Company:
Aldelia is a global leading human resources company founded in 2005 and specialised in recruitment, outsourcing and payroll management services to blue-chip multinationals and fast-growing SMEs. The group operates in more than 30 countries across all industries and disciplines on four continents. Our mission is to create a better future for people by delivering compliant, world-class and innovative HR solutions to the companies and communities we serve.
Job Summary: The Senior Account Executive – Insurance will provide excellent customer service levels to both clients and underwriters as well as to ensure business retention and growth under the overall supervision of the Principal Officer.
Key Duties and Responsibilities:
Operations:
- Maintaining client relations for better customer service.
- Ensure 95% business retention. Any lost accounts must be reported.
- Timely and qualitative preparation of quotations and follow up to ensure achievement
- Preparing weekly logs to give management an overview of the business retained and new business opportunities for the week.
- Ensure correct underwriting info is received from the client i.e. Sums insured and limits of liability and shared with the respective underwriters accordingly.
- Scrutiny of all documentation before they are sent through to the clients, ensuring that they are done according to the clients’ instructions.
- Ensure accurate input of data in the system for precise reporting
- Coming up with strategies to increase growth and retention.
Credit Control:
- Invoicing –Done timely and accurately. Invoices should be sent to clients on a weekly basis (two days from receipt of instructions)
- Timely collection of premiums and monitoring of debt – Ensure that all outstanding premium is settled promptly as required by the Law.
- Reconciliation: Ensure correct receipting and allocation of premiums. (Confirm insurer invoices match with ours)
Claims:
- Documentation: guide clients on necessary documents required and scrutinise documents received for accuracy and completeness
- Claims Progress: Ensure regular updates of claims to clients, escalate promptly if necessary
- Reports: share regular claim reports with your clients
Reporting
- Prepare any reports that may be required by management from time to time.
Key Outputs/Deliverables
- Business growth
- Business retention
- Best in the market service
- Sound reporting to guide current income
Qualifications, Skills and Experience:
- Competency in computer packages including MS excel/PowerPoint/Word
- Degree from a reputable University
- Diploma in insurance studies. The minimum requirement from IRA is COP Certification.
- Basic knowledge in accounts
- Risk management
Knowledge, Experience and Competences
- Experience in the customer service field
- Knowledge and experience in account and Risk management
- Communication Skills
- Basic knowledge in accounts
How to Apply:
All candidates should send their applications online at the link below.
Deadline: 28th July 2024
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