Britam Administrative Assistant

Nature and scope

The position reports to the Branch Administrator with a dotted line to the Branch Manager.The role is responsible for welcoming and serving incoming customers at the front office, handling of incoming

and outgoing mail, typing and dispatch of correspondence, petty cash administration, data capture.

Job Purpose

To maximize customer satisfaction and lifetime value of customers through provision of world class services that delight our customers.

Key Responsibilities

• Provide a wow welcome experience to all customers visiting or calling the branch.
• Maintain a conducive, clean and orderly customer area for all visiting customers benchmarked by British American brand standards.
• Ensure a professional telephone experience for all customers calling in through efficient management, transfer of calls, follow-ups within stipulated SLAs.
• Maintain an accurate record/register of all walk-in customers, calls, letters, and other customer interactions.
• Proper mail management ensuring that accurate records are maintained for all incoming and outgoing mails.
• Accurate Data collection and capture e.g. customer contacts, banking details, new business etc within the stipulated timelines.
• Timely preparation of periodic customer service reports.
• Accurate and professional guidance of customers to respective staff within the branch. 
• Offer world class customer service to both internal and external customers.
• Typing accurate correspondences.
• Generate accurate, regular bulletins and management reports
• Maintain an accurate postage book.
• Maintain a neat and accurate petty cash analysis book.
• Maintain an accurate and organized filing and storage system,
• Accurate data capture for all lines of business transacted by the company.
• Petty cash float Administration.
• Cost Management in areas such as stationery, telephone, postage, photocopying etc.
• Maintain the Branch’s calendar of activities.
• Receiving and dispatching of correspondences with the company and to the clients.
• Accurate and timely dispatch of utility bills to head office for payment.
• Preparation of stationery and Petty cash returns.
• Any other duties that may be assigned by the branch administrator and respective manager(s) from time to time.

Performance measures

• Satisfied customers, staff and financial advisors –minimal complaints.
• A conducive, clean and orderly customer area.
• Provision of accurate and timely reports.  
• Accurate, regular and prompt updating of policy owners details e.g. contacts and banking details.
• Timely response and efficient management of telephone calls 
• Timely response to correspondences and reports.
• Timely, accurate and organized filling system.
• Utilities are paid for in time.
• Accurate and timely data collection and capture.
• Ensure neat and accurate petty cash records.
• Timely requisitions and management of cost
• Timely and accurate processing of premiums and other monies from all company business lines
• Timely assembly of client benefits.

Relationships/Interfaces

• Agency operations
• Asset Managers
• General insurance division
• Policy administration
• Claims-Life and non-Life
• Pensions and Group Life
• Marketing and corporate affairs
• Underwriting Life and non Life  
• Customer relationship and front office 
• ICT
• Finance

Competences

• Ability to generate timely  management reports
• High Integrity
• Well developed interpersonal relations and communication skills 
• Honesty 
• A problem solver
• Advanced computer skills
• People skills

 Qualifications, Knowledge, Experience

• A bachelor’s degree in business or Diploma in Secretarial Studies plus other related professional qualifications
• Proficiency in MS Office. 
• Capable of working under pressure with little or no supervision.  
• Soft spoken character

Closing Date: 

Saturday, May 2, 2015

Key Skills/Specialization: 

A bachelor's degree in business

How To Apply 

Click Here  http://careers.britam.co.ke/?q=node/284