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Case Management Officer at Britam
Job Purpose:
Controlling and Managing policies through case management to
ensure quality and cost effective care, client service, processing and payment
of Britam Microinsurance claims.
Key responsibilities:
- Set
the appropriate parameters for each admission (claim reserve, initial
authorized cost and duration).
- Interact
with clients and service providers to ensure that the care is given within
policy guidelines.
- Review
medical reports and claims for compliance with set guidelines.
- Liaise
with underwriters on scope of cover for the various schemes.
- Ensure
that medical scheme members are attended to round the clock with support
from 24 hour call centre.
- Poly-Pharmacy
– discourage poly-pharmacy by diligent challenging of prescriptions
and suggesting better alternatives.
- Generic
substitution – Encourage use of generics where indicated as a method of
reducing the organizations pharmaceutical expenditure.
- Review
documents and pertinent requirements regarding claims from providers and
clients.
- Ensure
that the claim made by the claimant is complete in form and complies with
the documentary requirements of an insurance claim
- Management
of relationships with clients, intermediaries and service providers.
- Verification
and audit of outpatient and inpatient claims to ensure compliance and
mitigate risk.
- Advice
claimants regarding basic matters about their insurance coverage in
relation to the insurance claim.
- Respond
to both internal and external claims inquiries concerning claims process,
service providers, and the filing/completion of proper forms.
- Record
all claims transactions.
- Prepare
claims registers for claims meetings and update the various claims
reports. Track and follow up on receipt of necessary documents.
- Delegated
Authority: As per the approved Delegated Authority Matrix.
- Perform
any other duties as may be assigned from time to time.
Knowledge, experience and qualifications required:
- Professional
Nursing qualification KRCHN licensed by Nursing council of Kenya.
- At
least 2 -4 years experience in case management and claims processing.
- Knowledge
of insurance regulatory requirement
- Knowledge
of insurance products.
Senior Business Operations Officer at Britam
Job Purpose:
Responsible for Portfolio Administration, Valuation,
Reporting and Performance Measurement of Unit Trust Funds, Wealth Management
Funds, Retail Pension and Discretionary Clients under Britam Asset Managers.
Key responsibilities:
Portfolio Administration and Valuation Support
- Review
and post portfolio income entries and support valuation-related
activities.
- Perform
daily valuation, pricing, amortization, revaluation, and impairment of
securities (equities, fixed income, indices, and FX).
- Conduct
validation checks to ensure accuracy, completeness, and integrity of fund
pricing processes.
- Monitor
and ensure accuracy of portfolio administration activities and end-of-day
valuation outputs.
Cash and Custody Reconciliations
- Perform
daily cash and investment reconciliations between custodians and internal
fund records.
- Investigate,
resolve, and escalate reconciliation breaks in a timely manner.
- Conduct
monthly asset holding reconciliations between custodians (banks) and fund
managers.
- Monitor
accuracy of cash positions, investment balances, and settlement
activities.
Transaction Processing and Oversight
- Oversee
recording and settlement of traded securities, corporate actions, and
disbursement transactions.
- Ensure
completeness, accuracy, and timeliness of all transaction processing
activities.
- Monitor
operational transaction flows to ensure adherence to internal controls and
procedures.
Regulatory and Compliance Reporting
- Prepare
and submit regulatory reports to Capital Markets Authority (CMA),
Retirement Benefits Authority (RBA), trustees, and other stakeholders
within stipulated timelines.
- Produce
statutory, client, and management reports accurately and on schedule.
- Support
compliance with regulatory requirements and internal policies governing
operations.
Client Administration and Servicing
- Review
and disseminate client statements, contract notes, and transaction
confirmations.
- Support
resolution of client operational queries and correspondence in a timely
manner.
- Maintain
high service standards and adherence to turnaround timelines to enhance
client experience.
Performance Measurement and Fund Accounting Support
- Measure
fund performance against benchmarks and support performance reporting.
- Compute,
accrue, and validate management fees, expenses, and fund-related charges.
- Prepare
periodic portfolio holdings, movement, revenue, and performance reports.
Regional and Cross-Functional Support
- Provide
operational support to BAM Uganda under the hub-and-spoke framework.
- Coordinate
with custodians, trustees, finance, IT, and client service teams to ensure
seamless operations.
- Support
cross-functional initiatives impacting operations and service delivery.
Process Improvement, Automation and Project Support
- Participate
in system enhancements, user acceptance testing (UAT), and process
improvement initiatives.
- Support
operational efficiency, digitization, and automation efforts.
- Contribute
to process redesign and continuous improvement of operational workflows.
Risk Management and Control Environment
- Support
operational risk management through reconciliations, reporting accuracy,
and transaction controls.
- Ensure
adherence to internal policies, procedures, and regulatory standards.
General Responsibilities
- Perform
any other duties as may be assigned from time to time in support of
business operations objectives.
Knowledge, experience and qualifications required:
- Bachelor’s
degree in Finance, Accounting, Economics, Business Administration or
related field.
- 4–6
years’ relevant experience in asset management, and administration, or
investment operations
- 3Professional
certification in accounting or finance (CPA (Part II or above), ACCA, CFA
Level I or above preferred)
Demonstrated experience in:
- Fund
accounting and valuation processes
- Reconciliation
and transaction management
- Regulatory
and statutory reporting
- Client
servicing within financial services or asset management
- Experience
working within a regulated financial environment is essential
- Exposure
to regional operations or multi-entity environments is an added
advantage
Quality Assurance Officer at Britam
Quality Assurance Officer
Job Purpose:
Reporting to the Project Implementation Auditor, the Quality
Assurance Officer will support the delivery of independent, risk-based
assurance over IT projects across their lifecycle. The role contributes to
assessing project governance, control effectiveness, and delivery quality,
while supporting timely reporting of project risks and progress to Management,
Project Steering Committees, and the Audit function.
Key Responsibilities
- Support
the Project Implementation Auditor in reviewing project governance
structures, risk management practices, and control frameworks across IT
projects.
- Assist
in planning and executing project implementation assurance reviews in line
with International Standards for Project Quality Assurance and Project
Implementation Methodology.
- Participate
in the development of detailed project assurance programmes, checklists,
and testing procedures based on documented project methodologies,
policies, and industry best practices.
- Perform
assurance testing across key project phases including initiation, design,
implementation, user acceptance testing (UAT), go-live, and
post-implementation review.
- Support
the evaluation of project risks related to scope, cost, timelines,
quality, data integrity, security, and regulatory compliance.
- Conduct
walkthroughs and control testing to assess the adequacy and effectiveness
of project controls, including change management, data migration, access
controls, and vendor management.
- Assist
in monitoring remediation of previously raised project issues and tracking
implementation of agreed management actions.
- Collate,
document, and analyse project findings, observations, and recommendations.
- Prepare
draft assurance reports, project status updates, and risk summaries for
review by the Project Implementation Auditor.
- Engage
with project teams, IT, business stakeholders, and vendors to obtain
information and clarify project issues in a professional and constructive
manner.
- Support
assurance coverage for regional and multi-country system deployments to
ensure consistent standards and control expectations are applied.
- Assist
in identifying opportunities for continuous improvement in project
delivery practices, assurance approaches, and internal control processes.
- Apply
basic data analytics and automated testing techniques to support project
assurance activities.
- Ensure
compliance with internal policies, IT standards, regulatory requirements,
and applicable project governance frameworks.
- Deliver
assigned responsibilities in line with the Internal Audit strategy,
departmental objectives, and personal performance scorecard.
Knowledge, Experience & Qualifications Required
- Bachelor’s
Degree in Information Technology, Computer Science, Business Information
Systems, Accounting, Audit, or a related field.
- At
least 2–4 years’ experience in IT audit, project assurance, IT risk
management, or a related control/governance role.
- Part-qualified
or pursuing professional certifications such as ISTQB, CISA, ITIL,
PRINCE2, PMP, or equivalent certification is an added advantage.
- Working
knowledge of IT project lifecycle methodologies (e.g., SDLC, Agile,
Waterfall) and basic project management principles.
- General
understanding of IT General Controls (ITGCs), information security
concepts, data integrity, and system implementation risks.
- Exposure
to internal control frameworks, risk assessment techniques, and audit
testing procedures.
- Basic
proficiency in data analysis and reporting tools such as Excel, Power BI,
ACL, IDEA, or similar applications.
- Strong
analytical skills, attention to detail, and the ability to document issues
clearly and concisely.
- Exposure
to defect management tools, performance testing, and test automation tools
such as LoadRunner, JMeter, or similar platforms.
- Good
interpersonal and communication skills, with the ability to work
collaboratively across cross-functional teams.
- High
level of integrity, professional judgement, and willingness to learn and
develop within the IT assurance and project governance space.
Corporate Sales Executive at Britam
Job Purpose:
Drive the growth of the FA business to meet set annual
premium targets through managing various production channels and direct sales
targets. Reporting to the Business Development Manager, the incumbent will
drive an increase in Britam business by growing and retaining customers.
Key Responsibilities:
- Secure
new GI business through intermediaries.
- Retain
existing GI business as per set objectives.
- Maintain
excellent customer service to intermediaries and clients.
- Service
existing business and resolve customer complaints.
- Follow
up on renewals for general insurance business.
- Forward
proposal forms to underwriting department.
- Follow
up premium collections for GI clients.
- Prepare
weekly and daily reports as required.
- Undertake
initial underwriting in accordance with set guidelines to ensure sound
acceptance of risk.
- Respond
to customer and client enquiries.
- Follow
up on commissions and claims issues emanating from intermediaries.
- Recruitment
of intermediaries as per set objectives.
- Conversion
of FA’s in the market to ensure all are placing general insurance
business.
- Continuous
execution of initiatives and strategies per market to ensure meeting of
set objectives and reviewing them where need be.
- Training
of intermediaries on general insurance products and submitting training
schedules to supervisors.
- Use
authorized incentive scheme to bring in new business through training
intermediaries on the same and marketing it.
- Creating
strategic partnerships with intermediaries for maximum business support.
- Sharing
of market intelligence with supervisor.
- Work
closely with underwriter and branch manager and other lines of business to
achieve set objectives.
- Perform
any other duties as may be assigned from time to time.
- Delegated
Authority: As per the approved delegated authority matrix.
Knowledge, experience and qualifications required:
- Bachelors’
degree in a business related field.
- Progress
in Professional qualification in Insurance (DIP ACII, DIP IIK, ACII,
IIK).
- 2- 4
year’s relevant experience in the insurance industry.
Operations Interns – Data Remediation (BAM) at Britam
Operations Intern – Data Remediation (BAM)
Job Purpose:
To support BAM Operations in remediating legacy client data
by reviewing records, verifying key customer information, updating approved
systems and trackers, and following up as needed to improve data completeness,
accuracy, and regulatory compliance.
Key Responsibilities
1. Data Review and Validation
- Review
client records to identify missing, incomplete, duplicated, or
inconsistent information.
- Validate
KRA PINs, identification details, mobile numbers, and email addresses
using approved source documents and internal procedures.
- Flag
exceptions, inconsistencies, and unresolved issues for escalation to the
supervising officer.
2. System Updates and Record Maintenance
- Update
client information in approved systems and trackers accurately and
promptly after verification.
- Maintain
clear audit trails and supporting documentation for all changes made
during the remediation exercise.
- Ensure
confidentiality, accuracy, and completeness of all records handled.
3. Client and Stakeholder Follow-up Support
- Support
outbound follow-up efforts to obtain missing client information through
approved communication channels.
- Assist
in preparing and organizing lists of clients requiring contact or further
verification.
- Escalate
client-sensitive or high-risk cases to the appropriate team member for
action.
4. Progress Tracking and Reporting
- Maintain
daily trackers of reviewed, updated, pending, and escalated records.
- Provide
accurate progress updates to support monitoring of the remediation
exercise.
- Assist
in compiling exception logs and summaries for management review.
5. Compliance and Control Support
- Handle
customer information in line with internal policies, data privacy
requirements, and operational controls.
- Support
adherence to minimum customer information standards applicable to Unit
Trust and related records.
- Promptly
report errors, anomalies, or suspected control gaps identified during
review.
6. General Responsibilities
- Perform
any other duties as may be assigned from time to time in support of the
data remediation exercise and BAM Operations objectives.
Knowledge, Experience & Qualifications Required
- Bachelor’s
Degree or Diploma in Business, Finance, Economics, Accounting, Statistics,
Information Management, or a related field.
- Recent
graduate or candidate seeking practical experience in operations, data
management, or financial services.
- Proficiency
in Microsoft Office applications, particularly Excel and Word.
- Demonstrated
ability to handle data accurately while maintaining confidentiality.
- Exposure
to customer service, records management, or administrative support is an
added advantage.
- Understanding
of basic data quality, compliance, or regulatory concepts is an added
advantage.
Brand Shop Internship Opportunity at Britam
Brand Shop Intern
Job Purpose:
The Brand Shop Intern will support the day-to-day operations
of the Brand Shop by assisting in merchandise sales, inventory management,
stock coordination, customer service, and dispatch activities. The role holder
will help ensure the shop operates efficiently, maintains accurate inventory
records, and delivers an excellent customer experience while supporting brand
visibility through branded merchandise management and working closely with the
Brand Shop Associate.
Key Responsibilities
- Support
the receipt, quality control (QC) inspection, and reconciliation of
incoming merchandise against purchase orders and delivery notes, ensuring
proper record-keeping.
- Assist
in maintaining accurate inventory records, including stock levels, items
sold, and surplus stock.
- Flag
damaged, missing, or incorrectly supplied items for resolution.
- Support
the Brand Shop Associate in maintaining optimal stock levels to minimize
overstocking, wastage, and stockouts.
- Assist
in stock-taking exercises and reconciliation of physical stock against
system records.
- Support
the timely coordination and dispatch of branded merchandise to branches
and other departments.
- Provide
excellent customer service by assisting customers with merchandise
selection and packaging processes.
- Support
the implementation of sales promotions, discounts, and other Brand Shop
initiatives.
- Ensure
the Brand Shop floor and storage areas remain clean, organized, and
visually appealing at all times.
- Properly
log customer orders on Mail Matrix and ensure accurate gate pass issuance.
- Carry
out any other duties as assigned from time to time.
Knowledge, Experience & Qualifications Required
- Bachelor’s
Degree or Diploma in Procurement, Supply Chain Management, Marketing,
Business Administration, or a related field.
- Recent
graduate or candidate seeking practical experience in retail operations,
inventory management, or customer service.
- Basic
understanding of stock control and inventory management processes is an
added advantage.
- Proficiency
in Microsoft Office applications, particularly Excel, Word, and
PowerPoint.
- Familiarity
with POS systems and the KRA iTax system is an added advantage.
Business Analyst Intern – (25000024)
Work within Betalab under the Partnership and Digital
department to identify technical, process and product requirements, and align
to the digital transformation strategy of the organization for implementation.
Work with the product & project managers to implement
Software Developer Intern – (25000023)
Job Purpose:
Work within Betalab under the Partnership and Digital department to identify
requirements, design and develop solutions (database design, workflows,
user/data interfaces, integrations) and offer technical support for Betalab
solutions.
Data Scientist Intern – (25000022)
Job Purpose:
Work within Betalab under the Partnership and Digital department to identify
requirements, design and develop solutions (database design, workflows,
user/data interfaces, integrations) and offer technical support for Betalab
solutions.