Job Summary

Reporting to the Assistant Manager, Agency Support, the Agency Support Officer will, under guidance, maintain an accurate Business tracker Register, ensure accuracy, efficiency, and timeliness of data entry in EPOS, responding to Zendesk queries and timely submission of reports.

  • Minimum Qualification: Bachelor
  • Experience Level: Entry level
  • Experience Length: 1 year

Job Description/Requirements


Business Function: 

Agency & Distribution


Reports to: 

Assistant Manager, Agency Support


Organization Profile:  

Our Client comprises a portfolio of businesses focused on structural growth markets. The business helps individuals to de-risk their lives and deal with their biggest financial concerns through life insurance. One of the longest standing and most successful global insurers in the world with over 20  million life customers, +24,000 employees, and £56billion of assets under management as of 30th June  2019, They have been providing financial security to customers since 1848 and it’s one of the oldest insurers in the world, with 171 continuous years of providing financial services. 


The Client provides protection and savings opportunities to customers, social and economic benefits to the communities in which it operates, jobs and opportunities to its employees, and financial benefits for its investors. By offering security, pooling savings, and making investments, they help to maintain the cycle of growth. The company’s strategy is designed to create sustainable economic value for its customers and shareholders. 


The company continues to develop its businesses in new markets in Africa, building on the success of its other regional models, particularly in Asia. Currently, the company has a footprint in eight countries:  Uganda, Kenya, Zambia, Ghana, Nigeria, Cameroon, Cote d’ Ivoire, and Togo.


Job Scope: 

Reporting to the Assistant Manager, Agency Support , the Agency Support Officer will, under guidance, maintain an accurate Business tracker Register, ensure accuracy, efficiency, and timeliness of data entry in EPOS, responding to Zendesk queries and timely submission of reports.

As the ideal resource for this role, the successful candidate will be an ardent team player, with excellent people skills. In addition, she/he will be highly confidential, the go-to person with an analytical mindset, proactive and self-driven, with the ability to meet deadlines on short notice. 


Principal Accountabilities: 

Data entry in Epos (Electronic point of sale)  

• Ensure the Data entry into the System/Epos is well captured. 

• Training the Agents/Interns on how to enter the correct information into the Epos.

• Ensure the Agency Database information is updated in the system with the new entries captured. 

• Ensure the errors in the system are well captured and reported for correction and fixing. Maintain agency premium register. 

• Maintain up-to-date new business & renewals premium register. 

• Keep track of various payment methods. 


Receiving New Business service booth. 

• Ensure all new business received is accurately updated in the tracker daily.

• Ensure all new business is updated on Agency production dashboards as and when you receive them. 

• Vet all new business received for errors before you submit the business tracker to the Operations department. 

• Ensure all the Proposal forms received assent to the Operations team for underwriting.

• Responding to queries raised concerning new business submitted. 


Reporting  

The reports understated below should be prepared and sent on time:  

• Daily Epos Report 

• Daily Sent forms to Operations 

• Daily production report 

• Weekly production report 

• Daily Business tracker 

Perform any other duties assigned as may be required by the Senior manager customer experience and CEO.


Core Competences Required: 

• Bachelor’s degree in Statistics, Accounting, or equivalent from a recognized University

• Excellent communication and interpersonal skills 

• Excellent organizational skills 

• Excellent computer skills (especially Microsoft Excel)

• Ability to prioritize tasks and activities. 

• Ability to successfully work in a high activity, fast-paced environment.

• Ability to proactively network with colleagues in the industry 

• 1-2 years working experience of which at least one is in a similar role.


All applications will be received and Reviewed through Brightermonday Portal by Clicking on the 'Apply Now ' section


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