Receptionist, Relationship Manager and Accountant Jobs – Lifecare International Insurance Brokers
Lifecare International Insurance Brokers LTD
Receptionist
Roles and Responsibilities
Receptionist
Roles and Responsibilities
Receptionist represents the face of the company, very critical and important role, whereby the focus being that the key values of the company are being communicated to all concerned stakeholders either by email/phone/or face to face meeting.
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Reporting to Asst. Operations Manager
Specific Responsibilities
Phone and Mails
- Screen incoming phone (land/mobile) calls and answer them in the prescribed manner and divert them to the right dept for immediate answering of queries.
- Ensure delivery and pick up mail to and from clients/providers/others
- Open and date stamp all general correspondence
- Maintain the incoming mail log
- Assist in the planning and preparation of meetings, conferences and conference
- Deal with simple client queries
- Get calls for senior management as required
- Responsible to follow up on missed calls and undelivered messages to both internal and external clients.
- Responsible for incoming and outgoing couriers and logging of same.
Attending to Visitors
- Greet company’s visitors
- Responsible to ensure the Guests are looked after and are treated with care and respect as per the values and culture of Lifecare
- Responsible for guests co-ordination with other departments like HR, Admin, Sales, Customer service etc.
- Responsible to ensure all visitors enter to only to the authorized areas and follow the visitors policy is adhered to
- Coordinate with the office staff to arrange for refreshments for the visitors whenever required.
Technology Management
- Enters Courier details in/Gold mine and updates it on daily basis
- Use only the hardware and software systems as provided by the company for all communications, information and data storage purposes.
Maintenance of Various Logs
- Responsible for keeping the attendance, lunch and out of office logs
- Responsible for co-ordinating office car usage for official purposes
- Responsible for keeping client pick up log and co-ordination/tracking of same.
Team Work
- Extend and participate in the pursuit of all new business securing activities as directed by the manager or the management of Lifecare.
- Build and maintain cohesive relations with other departments and colleagues of Lifecare International
- Support and encourage team spirit within Lifecare by skills, experience and knowledge sharing
- Coordinate with the HR and admin department to arrange for trainings, meetings or other get together, involving both internal and external stakeholders.
Confidentiality & Ethics
- Ensure full compliance with the companies third party non solicitation policy which prohibits the earning of fees through third party channels not connected with the company
- Protection of the company at all times in relation to database, IP, secrets and strategy, sensitive information which may not be discussed with anyone outside of the company
- Ensure all sensitive client information remains confidential
- Ensure unethical ways and means of other team members are appropriately reported to the concerned personnel
Pre-requisites
Qualifications:
Graduate, with experience in Insurance, Banking Hospitality, Travel and Tourism, Hotel Management. Insurance qualifications will be an added advantage.
Experience
2-3 years of minimum experience as a receptionist, with client servicing knowledge. Insurance experience will be an added advantage.
Language Proficiency (U/ R / W)
Ability to Speak Fluent English and read and write English proficiently.
Job Knowledge Requirement
- Pleasing and Friendly Personality
- Courteous and polite
- Good command over English Language
- Shows Compassion and is caring and driven
- Passionate and driven
- Must be an excellent face-to-face and telephone communicator.
- Ability to handle stress and pressure
- Should be a good listener
- Should be flexible and willing to work long hours
- Basic knowledge of Microsoft Office package -Word, Excel and Power Point
Relationship Manager
Roles and Responsibilities
Roles and Responsibilities
The role of Relationship Manager is to build and manage the relationships with the Lifecare’s existing and new clients both Individual and Corporate. The role includes ensuring that the client’s expectations are met by delivering the promises made and managing all aspects of client servicing before and after the policy is sold or an agreement is made.
Reporting to Head of Client Services Dept
Specific Responsibilities
Result Focus:
- Responsible for meeting the set retention rate of the portfolio allotted
- Responsible to ensure that the profitability of the assigned Travel Agents is maintained and increased over a defined period of time
- Responsible to ensure that customer individual / Corporate complains of critical nature are within the defined limits
- Responsible to ensure critical errors in terms of the deliverables to clients are minimum and within the defined parameters and benchmarks.
- Responsible for meeting the set Sales targets
Client Servicing
- Responsible to ensure that all queries via Phone / E-mail / Walk INs and / or any other means o, is answered and the client’s issues, queries are resolved as per the defined benchmarks.
- Provides effective and efficient Quotations to the clients meeting their specific requirements
- Responsible for coordinating with Travel Insurance providers to meet client requirements
- Responsible to liaise with the Travel Agents on regular basis, for Training , Understanding their concerns , resolving issues and mapping performance
- Responsible to address client – Individual, corporate, Agents complaints and proactively deal with them on timely basis
- Conduct presentations to the clients, Conduct Trainings on the Policy details and software usage on regular basis
- Visit clients as per the need of business
- Attend to walk in clients
Self Learning &Development
- Gain a comprehensive understanding of the insurance industry/practices and the business community in the Kenya
- Be fully committed and dedicated to personal development and growth, working toward the achievement of performance targets on agreed periodic basis.
- Attend trainings programmes as directed by the immediate manager.
Knowledge Management
- Generate Weekly/ monthly/Quarterly /Annual performance report within the specified area of operations
- Responsible for Capturing and updating details concerning clients as per the assigned individuals in Gold mine as per the set benchmarks and processes
- Responsible for updating weekly reports consistently
- Interpret data in logical manner, provide conclusive information to the customers both internal and external to enable effective decision making.
Technology Management
- Use only the hardware and software systems as provided by the company for all communications, information and data storage purposes
- Ensure client database is updated in a timely manner and is correct and up to date as per the defined processes and internal benchmarks
- Ensure Quality standards set are adequately followed within the area of operations under your profile.
Team Work
- Extend and participate in the pursuit of all new business securing activities as directed by the manager or the management of Lifecare.
- Build and maintain cohesive relations with other departments and colleagues of Lifecare International
- Support and encourage team spirit within Lifecare by skills, experience and knowledge sharing
Confidentiality & Ethics
- Ensure full compliance with the companies third party non solicitation policy which prohibits the earning of fees through third party channels not connected with the company
- Protection of the company at all times in relation to database, IP, secrets and strategy, sensitive information which may not be discussed with anyone outside of the company
- Ensure all sensitive client information remains confidential
- Ensure unethical ways and means of other team members are appropriately reported to the concerned personnel
Pre-requisites
Qualifications
Graduate, with experience in Insurance, Banking, Hospitality, Travel and Tourism. Minimum COP (Certificate of Proficiency) Insurance qualification.
Experience
2-3 years of minimum experience in Client servicing, and Sales. Insurance experience will be an added advantage.
Language Requirement
Ability to Speak Fluent English and read and write English proficiently.
Job Knowledge Requirement
- Knowledge for effective use of Microsoft Office package -Word, Excel and Power Point. Knowledge of advanced features of Excel like Statistical Analysis, Pivot Tables etc. preferable.
- Passionate and driven
- Analytical
- Must be an excellent face-to-face and telephone communicator.
- Ability to analyze and understand things by ensuring attention to details is given.
- Ability to handle stress and pressure
- Ability to communicate effectively
- Ability to understand things form different prospective and should be a good listener
- Excellent Public Speaking Skills are a must
- Should be a good negotiator
- Should possess training skills
- Should be flexible and willing to travel
Accountant
Roles and Responsibilities
The primary role of a Sr. Accountant is to ensure that all Accounting and Finance related tasks are carried our effectively within the department.
His/her role is to apply principles of accounting to analyze financial information and prepare financial reports for multiple affiliates.
Accomplishes tasks with particular emphasis on internal customer service and seeks to add value for the company’s managers and employees.
Reporting to Accounts Team Leader
Specific Responsibilities
Result Focus
- Monitors compliance with generally accepted accounting principles (GAAP) and company procedures.
- Reviews, investigates, and corrects errors and inconsistencies in financial entries, documents, and reports.
- Reviews accounts payables and weekly check runs.
- Analyze transactional processes and identify areas where additional accuracies and efficiencies can be achieved
- Applies cost accounting methods to achieve accurate representation of cost center performance.
- Preparation of the monthly statutory accounts and consolidated financial statements
- Report, analyze, and ensure integrity of all financial information.
Accounting & Administration
- Liaise with Bank regarding funds transfer and other related issues
- Prepare various financial letters, NOC’s as per the requirements and instructions of the Chief Accountant
- Reconcile Financial Statements on regular basis
- Coordinate for Internal and External Audits
- Monitor and manage, Petty Cash
- Process Payroll as per the set Benchmark and framework
- Purchase orders processing and monitoring
- Commissions processing as per the set benchmarks
- Oversee the accounting documentation to ensure proper maintenance of all accounting systems and functions as per the defined framework and benchmarks
- Prepare all month closing activities including balance sheet reconciliations and costs allocation
- Oversee collection status on regular basis and ensure the target collection amount is collected as per the set targets and reports concerning the same is developed and presented on regular basis
- Ensure timelines , accuracy, and usefulness of financial and management reporting are met consistently
- Prepare financial statement on monthly basis
- Coordinate with HR for Payroll processing
- Coordinate with HR for issuing Certificates concerning Financial matter to internal stakeholders
- Resolve accounting discrepancies
- Manages the payments to be made (internal & External) and seeks due approvals.
Knowledge Management
- Ensure all paperwork in meticulous order is carried out and comply with all management information and reporting requests and compliance with all Company ISO 9001 and legal/regulatory requests
- Responsible for Filing and Maintaining all accounting Documents ( hard or soft copies)
- Generate weekly/ Monthly/Quarterly/Half yearly and Annual Financial Reports and record them for future reference
- Ensure all bank related documents are maintained and update on regular basis for future requirements
- Ensure all financial records are up to date and meets the General Accounting principals
Technology Management
- Use only the hardware and software systems as provided by the company for all communications, information and data storage purposes
- Ensure all reports and database are accurately updated within the technological framework of the company for the entire finance and accounts department
Team Management
- Periodically evaluate team performance
- Mentors and develops direct team, manage work allocation, continuously strives to build an effective team dynamic
- Conducts one to one with the team on regular basis
- Evaluate the team’s performance and take corrective actions where ever required in coordination with the HR department
- Evaluate training requirements for the team by assessing their present skill set and the ideal requirement and accordingly deal with the skill gap in coordination with the HR for increasing the overall efficiency of his team
- Effectively deal with team issues, and try to resolve the problems within his capacity.
- Motivate the team to adhere to the values of the organization and approach the policies and regulations positively.
- Ensure team attitude is guided in the right direction for the overall advantage of the company.
Team Work
- Participate in all internal New Business initiatives as requested and directed
- Extend and participate in the pursuit of all new business securing activities as directed by the Commercial Director and Management of LCIB
- Build and maintain cohesive relations with other departments and colleagues of Lifecare International
- Support and encourage team spirit within LCIB by skills, experience and knowledge sharing
Self Learning &Development
- Engage in training sessions on regular basis as required and communicated by the HOD
- Attend external events and trainings as required on regular basis.
Confidentiality & Ethics
- Ensure full compliance with the companies third party non solicitation policy which prohibits the earning of fees through third party channels not connected with the company
- Protection of the company at all times in relation to database, IP, secrets and strategy, sensitive information which may not be discussed with anyone outside of the company
- Ensure all sensitive information remains confidential individually and by the team
- Ensure unethical ways and means of other team members are appropriately reported to the concerned personnel
Pre-requisites
Qualifications
Qualifications
University degree in Commerce, Finance or Business Administration. A minimum of a CPA (K) is a must.
Experience
At least 3-5 years of experience as an accountant and minimum 1 year as a Senior Team Member, preferably in financial /Insurance/banking sector/Micro Finance sector.
Language Proficiency (U/ R / W)
Proficient in English with ability to Read, Write and understand efficiently
Job Knowledge Requirement
- Results Driven
- Excellent analytical and abstract reasoning skills, plus excellent organization skills
- Knowledge of Microsoft Office package -Word, Excel and Power Point. Advance Excel Skills are a must.
- Knowledge of QuickBooks Accounting Software.
- Work requires professional written and verbal communication and interpersonal skills.
- Work requires willingness to work a flexible schedule.
- Mastery of Accounting and costing concepts.
- Excellent interpersonal, communications, public speaking, and presentation skills.
- Excellent verbal, analytical, organizational and written skills.
- Up to date knowledge of current financial and accounting computer applications
- Should also have extensive knowledge in fast-paced technologies and accounting programs and possess excellent mathematical skills
- Time management, organizational skills, problem-solving and analytical skills, as well as leadership and administrative skills are essentially required.
- Emotional Balance- Ability to control one’s emotions in crisis situations. High emotional intelligence is desired.
Interested applicants are requested to send their applications & detailed CV (Strictly Email only) indicating current salary and benefit history with 3 references including current employer, copies of certificates and any other testimonials on or Before 23rd March, 2012 to:
hr@lifecareinternational.co.ke
