Britam – EMC Document And Data Operations Associate (Contract).

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Job Purpose:

The role of the DDO Associate I will be to:

  • Provide prompt, efficient and effective operational support by entering into LOB systems requisite customer and related product information as per given documentation, performing verification and quality assurance of customer data & information on the customer record and CRM data
  • Manage and maintain all company’s physical documents and records
  • Co-ordinate activities and support services within the Registry function
  • Give effective supervision to the outsourced registry assistants
  • Scanning, assembling and franking of policy documents and dispatch process

Key responsibilities

  • Daily & monthly reporting of registry and policy assembly processes
  • Ensure client details/ instructions are accurately and timely processed in line with the requisite processes
  • Co-ordinate any out-sourced services of document storage and retrieval
  • Policy document: printing, franking, assembly and scanning to DMS
  • Ensure timely dispatch of assembled policy schedules to branches within TAT
  • Processing the completion of new business, client services e.g. issuance of policy documents while adhering to set procedures and guidelines thus limiting the exposure to risk and litigation
  • Verifying stamp duty amount due on the sum assured
  • Dispatch and tracking of policy documents to branches
  • Physical document handling:
  1. Receipt and verification of records submitted by branches and business units
  2. Arrangement and retrieval of physical documents.
  3. Sorting of documents and verifying their attachments.
  4. File recording: tracking, safe movement and custody of client files and policies between branches & HQ
  5. Quarterly archiving of files not in current use
  6. General Registry work as assigned by a DDO team lead
  • Accurate and timely processing of client requests
  • Manage escalation reports of recurrent issues vis-à-vis agreed Service Level Agreements.
  • Escalate quality issues to Operations manager for management.
  • Participate in development of knowledge base within DDO

Key Performance Measures

As described in your Personal Score Card

Knowledge, experience and qualifications required

  • A Degree or diploma in Records Management or Information Science.
  • A minimum of 2 years’ experience in a busy Registry / Archives or branch.
  • Computer Literate; emphasis on Microsoft Office and EDMS.
  • Minimum grade of C PLAIN in KCSE secondary education.


Unposting Date

: 12-10-2021




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