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Client Relations Officer job at Britam Asset Managers Company (Uganda) | Apply Now
Kampala, Uganda
Full Time
Are you looking for Administrative jobs in Uganda 2025 today? then you might be interested in Client Relations Officer job at Britam Asset Managers Company (Uganda)
About the Organisation
Britam is a leading diversified financial services group operating in Eastern and Southern Africa, committed to providing innovative insurance, asset management, and financial solutions that secure the future of individuals and businesses. With a strong reputation for excellence and reliability, Britam has earned recognition as a trusted brand in financial services, offering customer-centric products tailored to meet evolving market needs.
The company fosters a dynamic and inclusive work culture that values professional growth, innovation, and collaboration, providing employees with rewarding career opportunities, flexible work arrangements, and continuous learning programs. Established in 1965, Britam has evolved into a regional powerhouse, leveraging technology and data-driven strategies to enhance customer experiences through digital transformation and customized financial solutions.
The company operates in seven African countries, including Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique, and Malawi, serving millions of customers through a robust distribution network. Guided by core values of integrity, customer focus, innovation, and teamwork, Britam is committed to corporate social responsibility through initiatives in education, health, and environmental sustainability, empowering communities and fostering economic growth. For more information, visit their official website at www.britam.com.
Job Title
Client Relations Officer job at Britam Asset Managers Company (Uganda)
Britam Asset Managers Company (Uganda)
Job Description
Job Title: Client Relations Officer (Fresher Jobs)
Organisation: Britam Asset Managers Company (Uganda)
Duty Station: Kampala, Uganda
To support the implementation and maintenance of an effective and professional Client Relationship Strategy for the company that will in turn contribute to acquisition and retention of Premium paying clients when interacting with intermediaries and facultative partners.
Duties, Roles and Responsibilities
Maintain professional understanding of customer base to assist Britam maintain and improve our current relationships.
Regular meeting with the Intermediaries to ensure reconciliations are up to date and any disputes are resolved.
Enhancing Customer Relations by regular Servicing of Intermediaries hence handling of any requests and complaints.
Perform as key contact for selected customer relationships under CRM’s guidance.
Facilitate weekly client meetings, Broker Meetings, Facultative partners meetings and Financial Advisors to work through priority issues like premium payment, claims recoveries, and plan future initiatives with the Client Relationship Manager.
Initiate and develop activities to ensure on time and scheduled response to customers and intermediaries
Proforma collection through providing debtors/ proforma listing to sales team and updating the team on collections made on a daily basis
Participate in focused status meetings with Channel managers and customers on a daily
Provide proper refund of premiums and claim compensation to customers on time.
Regular meeting with designated Financial Advisors to ensure their debtor/ proforma balances are up to date and premiums are collected in time.
Check, verify commissions, Reinsurance payments and claim recoveries to the intermediaries.
Monthly reconciliation of the debtors listing totals to the GL balances.
Work with Accounts Assistant to ensure the accurate daily, weekly and monthly proforma/debtor’s summary report to the Proforma committee.
Work with the Accounts Assistant to ensure timely preparation of quarterly signed Broker Statements to IRA.
Follow up on credits in the bank statements and ensure they are receipted and accurately allocated every Day.
Ensure proper filing of and soft copy storage of all documents.
Assists in other duties as needed and directed
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SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Qualifications, Education and Competencies
Knowledge
Insurance Products and Services: Comprehensive understanding of the various insurance products and services offered by Britam.
Customer Service Principles: Knowledge of best practices in customer service and client relationship management.
Credit Management: Understanding of credit control and collection processes.
Regulatory Requirements: Familiarity with insurance regulations and compliance standards in Uganda.
Experience
Customer Service Experience: Several years of experience in a customer-facing role, preferably in the insurance or financial services industry.
Client Relationship Management: Proven track record in managing and nurturing client relationships.
Credit Collection: Experience in credit collection and managing accounts receivable.
Conflict Resolution: Experience in handling customer complaints and resolving conflicts efficiently.
Qualifications
Education: A bachelor’s degree in Business Administration, Finance, Insurance, or a related field.
Professional Certifications: Relevant certifications in customer service, insurance, or credit management can be an added advantage.
Technical Skills: Proficiency in customer relationship management (CRM) software and other related systems.
Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with clients and team members.
Analytical Skills: Strong analytical and problem-solving skills to assess client needs and credit risks.
Organizational Skills: Ability to manage multiple tasks and prioritize effectively.
Additional Attributes
Interpersonal Skills: Strong interpersonal skills to build and maintain positive relationships with clients.
Attention to Detail: High attention to detail to ensure accuracy in credit collection and client interactions.
Proactive Attitude: Proactive approach to client management and problem-solving.
Ethical Standards: High ethical standards and integrity, especially in handling sensitive financial information.
How to Apply
All candidates should apply online at the APPLY Button below.
