Current Openings at Old Mutual Kenya

The Bancassurance Manager is responsible for managing and developing the bancassurance channel in partnership with banks, Saccos & Micro Finance Institutions to drive life insurance sales. The role involves building strong relationships with bank partners, training bank staff, driving sales performance, and ensuring compliance with regulatory requirements

PRINCIPAL ACCOUNTABILITIES.

Business Development & Sales Growth:

• Develop and implement sales strategies to increase life insurance penetration through the bancassurance channel.
• Achieve sales targets by working closely with bank branches and relationship managers.
• Identify new business opportunities and drive cross-selling and upselling initiatives.
• Spearhead product co creation with bank partners.
• Proposing and implementing value propositions to retain and grow revenues and Bank channel relationships

Relationship Management:

• Build and maintain strong partnerships with bank leadership, branch managers, and frontline staff.
• Conduct regular meetings and engagement activities to strengthen collaboration.

Training & Development:

• Train and equip bank staff with product knowledge, sales techniques, and regulatory guidelines.
• Organize workshops and refresher courses to enhance the productivity of bank employees.

Operational & Compliance Management:

• Ensure smooth operational processes for policy issuance, premium collection, and customer service.
• Ensure adherence to regulatory requirements and company policies in bancassurance operations.

Performance Monitoring & Reporting:

• Track sales performance, analyze trends, and prepare reports for management.
• Provide feedback and recommendations to improve product offerings and sales strategies.

SKILLS, KNOWLEDGE & COMPETENCIES

• Deep understanding of life insurance products & distribution models.
• Strong negotiation, relationship-building, and communication skills.
• Strategic thinker with a results-driven approach.
• Ability to work collaboratively across teams and manage multiple projects simultaneously.

 QUALIFICATIONS & EXPERIENCE

• Bachelor’s degree in insurance, Marketing Finance, Business, or a related field.
• Diploma in Insurance / LOMA/CII.
• 5-7 years of experience in bancassurance, insurance sales, or financial services, with at least 2 years in a leadership role.
• Proven track record of driving revenue growth through strategic partnerships
• Experience in insurance digital sales and partnerships is an added advantage.

go to method of application »

• To support the Sales/Branch Manager in overseeing branch performance and ensuring accountability for the profit and loss account by achieving set revenue, loss ratio, and expense ratio targets within the defined period, while maintaining full compliance with company policies and procedures.

Strategy, Branch Profitability & Performance

• Drive Growth & Profitability: Contribute to developing and executing sales strategies to drive new and renewal business for General Insurance (GI) and Medical. Ensure profitability by managing loss ratios, expense ratios, and operational efficiency.
• Strategic Planning: Assist in formulating and executing long-term and short-term strategic plans for the branch in alignment with the company’s strategic objectives.
• Revenue Management: Champion renewal business by chairing weekly renewal meetings, setting clear goals for the branch and, reviewing performance regularly to ensure targets are met. Support the sales team in lead generation and client acquisition to meet set New Business targets.
• Credit Management: Enforce the company’s credit policy by managing premium collections and prudent branch debtors’ management.
• Client and Intermediary Relationship Management
• Recruitment & Training: Select, interview, recruit, and train Independent Agents to build a high-performing sales team.
• Intermediary and Client Relationship Management: Contribute to the management of direct clients and intermediaries, ensuring their needs are met and fostering long-term relationships.
• Motivation & Retention: Develop and implement rewards programs to motivate the Sales Force, ensuring high productivity and the retention of top-performing agents.
• Develop and execute a robust customer and agents’ engagement plan: through daily visitation plans, customer solution presentations, hosting agents’ trainings, and appreciation meetings among others.
• Compliance, Control & Risk Management
• Risk & Control Management: Ensure strict adherence to risk control and self-assessment checklists. Implement compliance measures across the branch, especially in underwriting, credit management, and distribution.
• Intermediary Compliance: Ensure all intermediaries meet regulatory and internal compliance requirements before onboarding.
• Customer Experience & Service
• Timely Quotation Delivery: Ensure quotations are delivered within the agreed turnaround times (TATs) to meet customer expectations.
• Marketing, Promotion & Business Development
• Product Marketing: Actively contribute to the execution of the company’s marketing and communication plans, including promoting insurance products within the branch’s region.
• New Business Development: Actively seek out new business opportunities within the branch’s region to expand the portfolio.
• Supporting the Old Mutual Group Integrated Financial Services strategy: by collaborating with other Lines of Business within the group (Life, Investment, and Banking) to drive customer and revenue growth through actively seeking of cross-selling opportunities.
• Claims Liaison & Complaints Resolution
• Claims Management: Act as a liaison between customers and the claims department, ensuring smooth claims processing and timely resolution of issues.
• Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.

Responsibilities

• Leadership and Direction
• Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
• Customer Relationship Management / Account Management
• Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
• Sell Customer Propositions
• Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
• Sales Opportunities Creation
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
• Performance Management
• Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
• Operations Management
• Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
• Promoting Customer Focus
• Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
• Key Account Management
• Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
• Customer Relationship Development / Prospecting
• Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
• Budgeting
• Track budgets and report variances to more senior colleagues.
• Organizational Capability Building
• Provide coaching to team members to develop their skills.

go to method of application »

Job Description

• The Information Centre Care Agent is responsible for managing all incoming calls to Old Mutual Contact Centre 24/7. 
• Answer incoming telephone calls into the Call Center in a professional manner at all times.
• Working with providers and the Old Mutual Case management team to manage the admission and discharge process of Old Mutual
• Members Managing requests for services from providers, intermediaries, and clients, providing information on the Old Mutual provider network, available benefits per scheme policy and services and other routine information
• Processing pre-authorization requests for outpatient services
• Provides health information to customers via Old Mutual approved resources. Completes accurate and timely documentation of all services
• provided to callers Escalate / liaise with claims/ care teams on any issues which require further consultation   In conjunction with Smart applications resolve card issues raised at the point of service.
• Attends all required training sessions and meetings. Normal contact Centre duties. E.g. carrying out customer surveys, social media and email management. Performs all other tasks as assigned by the Contact Center Manager, Quality Assurance Supervisor.
• To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.

Responsibilities

• Product/Service Information
• Provide advanced product/service information.
• Customer Order Processing
• Record and process customer orders, selecting the most appropriate approach based on predefined options.
• Resolving Customer Issues
• Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
• Customer Relationship Development / Prospecting
• Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Customer Relationship Management (CRM) Data
• Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
• Customer Needs Clarification
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Renewals
• Provide exceptional service to customers to encourage continued use of the organization's products/services.
• Operational Compliance
• Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
• Personal Capability Building
• Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills

• Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Education

• Bachelor of Science in Nursing (BScN): Nursing

go to method of application »

Job Description

• Reporting to the Branch Manager, the incumbent will assist in responding to quotation requests, developing prospects into new business, recruiting intermediaries, and aggressive market engagements. 
• Management of the Distribution Channels to ensure;
• Increase in the number of distribution channel partners
• Attain product revenue targets
• Ensure profitability of the relevant product at appropriate cost levels
• Ensure effective internal controls, policies, and procedures are in place
• Establish and cultivate relationships with intermediaries and clients.
• Managing an efficient sales cycle (sales pipeline)
• Ensure that proper management of accurate, quality, and timely business reports
• Coordinate issuance of renewal notices and follow-up of clients to ensure retention
• Monitor cash & carry policy to ensure that all premiums are paid upfront Manage IPF business in liaison with the finance team Manage and attend Client, Intermediary, and Branch meetings Resolve client inquiries, ensure timely completion of investigations/resolution Maintain effective business relationships to ensure effective delivery of service
• Plans, coordinates and controls construction-related activities on a project or part of a project to enable completion within cost, quality & time constraints. Provides on and off-site service. Monitors progress against programme. Coordinates activities of professionals and teams.

Responsibilities

• Regulatory and Compliance Management
• Investigate standard incidents using current regulatory and compliance processes, systems, and procedures, and take action to solve immediate compliance issues. Advise more senior colleagues on more complex problems.
• Land and Property Acquisition
• Assist in purchasing suitable property and land for development projects. Includes producing documentation and communicating with landowners and legal advisors.
• Insights and Reporting
• Extract and combine data to generate standard reports.
• Document Preparation
• Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
• Property Valuation
• Produce accurate analyses on property valuation for others by collecting information from a variety of standard sources and inputting the data into standard formats.
• Cost Calculation and Analysis
• Prepare and analyze accurate costings for construction, maintenance, or improvement works. Will include calculations covering materials, quantities, and labor time.
• Business Case
• Contribute information and analysis to support the development and review of business cases.
• Property/Asset Management 
• Deliver asset management support services (mostly of a routine nature) by using asset management systems and protocols.
• Data Collection and Analysis
• Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
• Administration
• Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
• Personal Capability Building
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
• Skills
• Accounting, Action Planning, Building Valuations, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Project Budget Management, Solution Analysis

Competencies

• Action Oriented
• Collaborates
• Communicates Effectively
• Decision Quality
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity

Education

• Bachelor of Commerce (BCom)