Agency Front Desk & Administration Officer job at Prudential

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

Reporting to the Agency Administrative Executive, the Agency Front Desk and Administration Officer will be part of the Agency team and will report directly to the TRO. She will be responsible for overseeing the administration and operation of Jinja Branch.

Qualifications or requirements (e.g., education, skills)

As the ideal resource for this role, the successful candidate will be an ardent team player, with good communication and interpersonal skills, excellent organisational skills, ability to successfully work in a high activity, fast paced environment, excellent computer skills i.e. Microsoft Word and Microsoft Excel, has excellent customer care skills, ability to be flexible in order to deliver required tasks, excellent Time Management Skills, Good communication and interpersonal skills.

Responsibilities or duties

Principal Accountabilities:

• Managing incoming and outgoing calls
• Maintain high professional standards for both clients and agents accessing our agency office
• Keep a register for all incoming calls with names of those calling and reason for calling
• Keep a register for all outgoing calls and names of those making those calls and reason for calling
• Keep register for all incoming letters, origin of those letters and intended recipients
• Keep register for all walk-in clients and reason for visiting or coming to our office
• Branch management
• Tracking and recording the entire approved leave roster for agency and ensuring that leave quotas per each pillar II staff are taken by sending reminders such that no one carries more than 5days into a new year.
• Coordinate weekly agents’ and leadership meetings and ensure links and reminders are sent to agents on time.
• Stock Requisition and production of agents’ ID and Business cards
• Managing branch petty cash
• Manage stock and make request for marketing materials when they are about to run out of stock
• Supply marketing materials and logistics upon approval
• Production of agents Business and ID cards and verification of the QR codes
• Active follow-up on Branch queries
• Offer agents peace of mind to continue pursuing new business knowing that their queries (commission queries, underwriting queries, finance, and general queries) will be actively followed-up for resolution
• Compliance in new business acquisition
• Ensure you that you enforce compliance in new business acquisition at the branch. E.g., PEP, money laundering etc.
• Conduct welcome calls for all clients to ensure they are happy and avoid the issue of mis-selling.
• Receive policy documents from head office and distribute same to respective agents for delivery.
• Track delivered policy documents with acknowledgement slips and report on same close of business every Friday.
• Printing statements and receipts for clients on demand
• Coordinating agents licensing and COP intake process
• Reporting & Analytics
• Prepare and submit daily and weekly reports.
• Other duties
• Perform any other duties as may be required by Management.

Any other provided details (e.g., benefits, work environment, team info, or additional notes)

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

• Managing incoming and outgoing calls
• Maintain high professional standards for both clients and agents accessing our agency office
• Keep a register for all incoming calls with names of those calling and reason for calling
• Keep a register for all outgoing calls and names of those making those calls and reason for calling
• Keep register for all incoming letters, origin of those letters and intended recipients
• Keep register for all walk-in clients and reason for visiting or coming to our office
• Branch management
• Tracking and recording the entire approved leave roster for agency and ensuring that leave quotas per each pillar II staff are taken by sending reminders such that no one carries more than 5days into a new year.
• Coordinate weekly agents’ and leadership meetings and ensure links and reminders are sent to agents on time.
• Stock Requisition and production of agents’ ID and Business cards
• Managing branch petty cash
• Manage stock and make request for marketing materials when they are about to run out of stock
• Supply marketing materials and logistics upon approval
• Production of agents Business and ID cards and verification of the QR codes
• Active follow-up on Branch queries
• Offer agents peace of mind to continue pursuing new business knowing that their queries (commission queries, underwriting queries, finance, and general queries) will be actively followed-up for resolution
• Compliance in new business acquisition
• Ensure you that you enforce compliance in new business acquisition at the branch. E.g., PEP, money laundering etc.
• Conduct welcome calls for all clients to ensure they are happy and avoid the issue of mis-selling.
• Receive policy documents from head office and distribute same to respective agents for delivery.
• Track delivered policy documents with acknowledgement slips and report on same close of business every Friday.
• Printing statements and receipts for clients on demand
• Coordinating agents licensing and COP intake process
• Reporting & Analytics
• Prepare and submit daily and weekly reports.
• Other duties
• Perform any other duties as may be required by Management.

• Good communication and interpersonal skills
• Excellent organisational skills
• Ability to successfully work in a high activity, fast paced environment
• Excellent computer skills i.e. Microsoft Word and Microsoft Excel
• Excellent customer care skills
• Ability to be flexible in order to deliver required tasks
• Excellent Time Management Skills

• Ardent team player