Client Service Officer at Old Mutual

Job Description

This Client Service Officer at Old Mutual role assists clients telephonically or face to face, in accordance with business, process and compliance rules. The incumbent is individually accountable for achieving results through own efforts. This role requires less product and process knowledge than the Senior Consultant role.

Enforce underwriting controls.
Ensure compliance with underwriting guidelines and Standard Operating Procedures.
Ensure clean and accurate data capture.
Timely preparation of quotations and follow up.
Debiting of premiums and processing of policy documents within set timelines
Processing and checking of underwriting Documents.
Issuing & signing of Motor Certificates and Yellow cards.
Review and dispatch of notices and documents.
Ensure that work is done within the set standards of service and TAT.
Prepare relevant reports for management and departmental consumption.
Give quality customer service to all clients.
Safe keeping of security documents.
Daily scanning and indexing of mails.
Initiating motor valuation and follow up.
Adherence to the credit control policy.
Follow up renewals and ensure maximum retention of profitable accounts.
Timely processing refunds and follow up.
100% Adherence to the authority matrix.
Ensure registry is fully maintained, orderly and up to date.
Ensure compliance of AML and PEP guidelines
Ensure cross sale and up sale opportunities are maximized.
Perform any other duties as may be required by the management.