JOB SUMMARY

The job holder will be responsible for the accurate, timely, and compliant administration of Credit Life and Funeral Insurance processes within the Recoveries Department. The role includes collection and verification of supporting documentation, claims processing, insurance refunds computation, stakeholder engagement, query resolution, and preparation of insurance reports. Ensures compliance, proper coding of claimable events, and effective record management.

JOB SPECIFICATIONS

• Timely Collection of insurance supporting documentation. Preparation and dispatch of letters to the Employers and follow up for feedback for potential insurance claimable events. Enhance relationships with stakeholders
• Correct & timely capture of Funeral lnsurance Policies, completeness of documentation and follow up on corrective action
• Timely handling and processing of lnsurance claims (Credit Life & Funeral)
• Maintenance of support documentation for claims made and lnsurance Files.
• Correct computation and preparation of lnsurance refunds and timely dissemination of information to clients due for insurance refunds.
• Handling of branch and other unit/departments insurance queries, timely escalation and resolution. Timely escalation of internal queries and follow up on resolution.
• Ensure all claimable events (Credit Life) have been assigned the correct insurance codes; before and after claim process. Update and circulate insurance claims processed report, insurance refunds call report, funeral insurance report. Preparation of weekly, monthly and any other reports
• Review of call centre reports to identify claimable and non-claimable events. Forward non-claimable event to the appropriate unit.
• Perform any other duties as maybe assigned by the Line Manager.

MINIMUM ENTRY REQUIREMENTS

• Full Grade 12 School Certificate with five (5) ‘O’ Levels including Mathematics and English.
• Degree in Insurance; or Degree in Business Administration, Economics, or any business-related field.
• National Certificate in Insurance (NCI) or equivalent, for all non-Insurance degree holders.
• Minimum of two (2) years’ experience in Insurance Administration or the Financial Services sector.
• Affiliate membership of the Insurance Institute of Zambia (IIZA) will be an added advantage.

OTHER SKILLS AND ATTRIBUTES

• Excellent stakeholder management and communication skills.
• Good data entry and accuracy skills
• Strong documentation and record-keeping ability.
• Excellent interpersonal skills
• Ability to work under strict deadlines.
• Problem-solving and escalation management skills.
• Integrity, accountability, and confidentiality.

• Timely Collection of insurance supporting documentation. Preparation and dispatch of letters to the Employers and follow up for feedback for potential insurance claimable events. Enhance relationships with stakeholders
• Correct & timely capture of Funeral lnsurance Policies, completeness of documentation and follow up on corrective action
• Timely handling and processing of lnsurance claims (Credit Life & Funeral)
• Maintenance of support documentation for claims made and lnsurance Files.
• Correct computation and preparation of lnsurance refunds and timely dissemination of information to clients due for insurance refunds.
• Handling of branch and other unit/departments insurance queries, timely escalation and resolution. Timely escalation of internal queries and follow up on resolution.
• Ensure all claimable events (Credit Life) have been assigned the correct insurance codes; before and after claim process. Update and circulate insurance claims processed report, insurance refunds call report, funeral insurance report. Preparation of weekly, monthly and any other reports
• Review of call centre reports to identify claimable and non-claimable events. Forward non-claimable event to the appropriate unit.
• Perform any other duties as maybe assigned by the Line Manager.

• Excellent stakeholder management and communication skills.
• Good data entry and accuracy skills
• Strong documentation and record-keeping ability.
• Excellent interpersonal skills
• Ability to work under strict deadlines.
• Problem-solving and escalation management skills.
• Integrity, accountability, and confidentiality.

• Full Grade 12 School Certificate with five (5) ‘O’ Levels including Mathematics and English.
• Degree in Insurance; or Degree in Business Administration, Economics, or any business-related field.
• National Certificate in Insurance (NCI) or equivalent, for all non-Insurance degree holders.
• Affiliate membership of the Insurance Institute of Zambia (IIZA) will be an added advantage.