Britam – FA Operations Associate.

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FA Operations Associate  (2200001B)

Key responsibilities

1. Providing business analytics and relevant management reports on all the below tasks as well as any other reports as requested by Branch Operations Management and immediate supervisors
2. Competition Management:

  • Data verification, 
  • Award allocation.
  • Preparing schedule for approval

3. Order Management; for example Tablets, Business Cards, Calendars, Organizers and Diaries, T-shirts and other items when needed.

  • Compiling,
  • Checking and circulation of orders to suppliers 
  • Recovery of loaned amounts
  • Preparing schedule for approval
  • Advising payroll

4. FA Portfolio Management

  • Payment and management of Cashier Bonds
  • Portfolio generation 
  • Debit & Policy Transfers

5. Compliance Management & Licensing

  • COP Registration
  • Liaising with College of Insurance on arising issues
  • COP Payment
  • COP Recovery Management and Advising payroll
  • Provisional Licenses
  • Monthly compliance review  
  • IRA Licensing
  • Report generation and circulation
  • Schedule preparation

6. Effecting Recruitment & Terminations as directed by Branch Operations managers; 

  • Removing and Reinstating
  • Retention Analysis
  • Termination & Recruitment reports
  • Advising payroll

7. FA Data Management: 

  • Bio Data, 
  • File management in Fortis 
  • Registry Management and other FA related data
  • Updating the HCM

8. Staff Change:

  • Access Rights Forms management
  • Agent Creation of new FA’s in the system
  • Log FA details into ICT helpdesk for creations in other Britam systems.
  • Processing Files in Fortis; Verifying requirements and Compliance
  • Preparing schedule
  • Advising payroll: Staff Change report

9.AKI Qualifiers Persistency Analysis
10.Check-Off monthly issuances and comparative performance
11. COP and sales facilitation loans account reconciliations
12. Management of Unit Manager recruitment and onboarding processes
 13.Compiling of FA Data on Group Life and Last expense received from the branch and communicating the same to Group life department
14. Running of Bulletins
15.Management  of Merchandise shop
16.Preparing letters i.e. warning, congratulation and Unit Managers appointments letters

Knowledge, experience and qualifications required

  1. Bachelors’ degree in a business related field
  2. Professional qualification in Insurance (ACII, AIIK)
  3. 2-4 years’ relevant experience in the insurance industry

Technical/ Functional competencies

  1. Knowledge of insurance regulatory requirements
  2. Knowledge of insurance products
  3. Sales and marketing management skills


Unposting Date: 08-05-2022




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