Trust Operations Support Assistant

Job Purpose:

The job holder will be responsible for; new business onboarding, processing claims and other Britam trust requests, engagement and correspondence with Britam trust clients and intermediaries through all available communication platforms, execution of all administrative tasks and duties in support of driving Britam Trust sales and retention of existing business.

Key responsibilities:

• Handle trust administration processes as well as clients’ relationship management.
• Participate in designing and implementing customer portal/apps and operational systems to streamline operations and maximize revenue and shareholder interest.
• Provide input to areas affecting the functional area of trust operations.
• Participate and contribute in ongoing development of department processes and controls.
• Assist in onboarding and setting up trusts for new clients, working closely with Business Development resources and aftersales correspondence with clients.
• Support in new lead sales opportunities generation and conversion of leads.
• Maintenance of files and records of trusts in the DMS and physical records, including safe keeping of original documents and retained mails, where applicable.
• Ensure compliance with all statutory requirements and business policies in relation to the Britam Trust Services.
• Act as point of contact for clients, liaise with clients on the administration of trust and to attend to client queries, coordinate trust account activities, carry out trust functions.
• Ensuring high standards of customer service by handling complaints and trust enquiries from clients, staff, business partners and intermediaries speedily and effectively.
• Participate in business retention initiatives for trust business.
• Provide business support to intermediaries, trust business partners and the business development resources.
• Support in all other duties required by the business.

Knowledge, experience and qualifications required:

• Bachelors’ degree (Preferably in a business-related field).
• Professional qualification in Insurance and Pension (TDPK, CoP, ACII, IIK).
• 2-3years’ relevant experience in the insurance industry. Knowledge and experience in trust funds will be an added advantage.