Retail Banking Department,Uganda.Bancassurance Relationship – Specialist

Job Responsibilities; 

• Vigilance on compliance to the Bank’s policies and procedures regarding Bancassurance services.

• Submit the monthly Insurance Regulatory complaints report to Bancassurance Manager.

• Compile Life Assurance production reports on a weekly basis to aid tracking of productivity and performance. 

• Ensure that accurate and competitive quotations are prepared and delivered promptly to clients in the regions.

• Participate in placement of credit life and mortgage protection covers 

• Register and ensure processing of all claims and advise clients on the required claims supporting documents 

• Confirm that all issued policy documents meet the standards of the Bank

• To constantly check for fulfillment of the legal, statutory and regulatory requirements of Bank of Uganda and Insurance Regulatory Authority and other relevant bodies 

• In put all policies in CQ

• To execute daily Bancassurance Operations which entails cross selling products, posting risk details, claims administration and documentations 

• Compile relevant information for advising the Manager Bancassurance on strategy execution and monitor progress on implementation 

• Follow up on Direct Debt set up, cancellation and all other customer-related Direct Debt operations.

• Act as BCP to Operations General.

 

Job Specifications and required skills:

• A bachelor’s degree from a recognized University. 

• Certificate of Proficiency 

• Relevant Sales, Marketing and insurance

• Excellent relationship management skills. 

• Good analytical and interpretation skills 

• Excellent written and verbal communication skills 

• Good computer knowledge 

• Customer focus