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  • Posted: Aug 2, 2022
    Deadline: Not specified
  • Old Mutual Kenya is based in Nairobi and is part of a larger group that offers solutions in long-term savings, asset management and investment. We offer solutions to individuals and corporates underpinned by our core values which are: Respect, Integrity, Accountability and Pushing beyond boundaries.
    Read more about this company


    Customer Service Officer - Head Office

    Job Description



    The incumbent will be responsible for enforcing underwriting controls at the Customer Service desk including on-barding, certificates, booking of business, documentation, Implementing underwriting guidelines, processes and procedures to ensure quality underwriting and business, ensuring profitability through quality control and on-boarding, ensuring quality documentation, timely turn around and maintaining excellent customer service and retention support.




    • Enforce underwriting controls
    • Ensure compliance with underwriting guidelines
    • Debiting of premiums and processing of policy documents within set timelines
    • Debiting and processing of renewal endorsements
    • Processing and checking of underwriting Documents
    • Issuing of Endorsements
    • Issuing of Motor Certificates
    • Issuing and signing of yellow cards
    • Review and dispatch of notices within set TAT
    • Ensure work is done within the set standards of service – Customer service charter
    • Do a detailed weekly mail reports on outstanding work.
    • Give quality customer service to all our clients.
    • Safe keeping yellow cards.
    • Daily scanning and indexing of mails
    • Issuance of valuation letters and follow up
    • Adherence to the credit control policy
    • Follow up renewals and reporting on status
    • Processing of client and Bank refunds
    • 100% Adherence to the authority matrix
    • Adherence to the underwriting guidelines and memos
    • Ensure registry is fully maintained in an orderly and is up to date
    • Ensure compliance of AML and PEP guidelines
    • Ensure cross sale and up sale opportunities are maximized.
    • Premium receipting of Mpesa, VISA and cheque payments and ensure cheques are banked on time -GI and Medical
    • Issuing customers with updated/ correct customer statements
    • Assisting clients with claims reporting (both GI & Health) and follow ups with the responsible team.
    • Onboarding of retail medical clients and ensuring the customers receive medical cards
    • Perform any other duties as may be required by the management.


    • Basic Underwriting skills
    • Customer service skills
    • Good Communication Skills
    • Computer Literate


    • Business Related Degree
    • Advanced Industry Qualifications/ C.O.P
    • 1 years’ experience in the Insurance Industry

    Closing: 9 August 2022

    Method of Application

    Interested and qualified? Go to Old Mutual Kenya on to apply

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