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  • Posted: Aug 6, 2025
    Deadline: Not specified
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  • 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.
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    Relationship Executive

    KEY TASKS AND RESPONSIBILITIES

    • End to end proactive management of Intermediaries and customer relationships for assigned portfolio of schemes.
    • Ensure superior customer experience is always provided to intermediaries/clients while working closely with other departments.
    • Track and report on delivery of OM Customer Service Charter to meet the NPS and NES targets
    • Contribute to the profitable growth of the portfolio based on set annual targets through profitable retention of existing business
    • Responsible for obtaining and providing correct market intelligence on renewal/Tender business to ensure it is correctly/competitively priced.
    • Proactively manage and reduce all costs including cost controls for adverse performing schemes.
    • Support on excess, undertakings, and premium collection.
    • Adhere to all the processes, procedures and controls set parameters.
    • Train and increase uptake of all automation initiatives by clients/intermediariesand having gained comprehensive understanding of the same.
    • Demonstrate teamwork/spirit and continued personal development.
    • Any other duties that may be assigned by the management.

    SKILLS AND COMPETENCIES

    Technical Skills:

    • Health Benefit Plans Management
    • Presentation & Public speaking skills
    • Key Accounts Management
    • Customer Servicing
    • Ability to work independently in a fast-paced environment
    • Highly motivated, flexible and adaptable nature.
    • Good business acumen and good understanding of the market
    • Self-starter who shows initiative and is able to work under minimal supervision
    • Personal and professional ethics.
    • Generic Competencies:
    • Planning and Organising
    • Analytical Thinking & Risk Management
    • Process Discipline and Quality Orientation
    • Decision Making
    • Business Acumen
    • Strategic Orientation
    • Result Orientation
    • Developing Self/Others
    • Culture sensitivity on Diversity, Equity and Inclusion

    KNOWLEDGE & EXPERIENCE

    • 2-3 years’ experience in the insurance industry preferably in client servicing
    • Experience in handling SME/Corporate clients/portfolio is a must.
    • Sales experience and excellent report writing communication and interpersonal skills.

    QUALIFICATIONS & ELIGIBILITY

    • Required Experience
    • 2-3 years’ experience in the insurance industry preferably in client servicing
    • Experience in handling SME/Corporate clients/portfolio is a must.
    • Sales experience and excellent report writing communication and interpersonal skills.

    Educational Requirement

    • University Graduate in business related degree com/Finance/Business
    • Administration Administration-Insurance Option/Marketing/Economics
    • Professional insurance qualifications - CII/COP is an added advantage.
    • Proficient in the use of Microsoft office suite & packages (word, excel, PowerPoint)

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to Old Mutual Kenya on oldmutual.wd3.myworkdayjobs.com to apply

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