Careers at Old Mutual Kenya

The Role

Critical responsibilities of the jobholder will be:

Streamline our intermediary experience across lines of business and supporting departments Enable efficient and effective support and service delivery for our intermediaries Unify our intermediary service delivery and reduce friction with LOB functions Centralize point of contact in order to drive the IFS view of the business Track and monitor net effort score and the correlation of overall experience across LOBs Leverage on diverse business knowledge and data to drive support and process enhancements Drive digital enablement through continuous engagement and iterative development of features on our intermediary platform Enhance collaboration between distribution and operation functions

Key Tasks & Responsibilities

Intermediary Relationship Management

• Work with LOB channels to streamline intermediary experience
• Ensure intermediary queries and concerns are addressed promptly.
• Work with LOBs to build and maintain strong relationships with brokers, agents, and business partners.

Digital Support

• Provide line one digital support through our intermediary platform and collaboratively work with business leads for line two support.
• Monitor performance and implement strategies to improve efficiency and service levels.

Operational Support & Process Improvement

• Enhance and optimize support processes to ensure timely and effective responses to intermediary needs.
• Identify areas for operational efficiency and work with LOBs to implement process improvements.
• Work closely with internal departments (Distribution, Operations, Sales, Marketing, Human Capital Compliance, etc.) to align support services with business objectives.

Compliance & Risk Management

• Ensure all intermediary support activities comply with relevant regulations and company policies.
• Assist intermediaries with compliance-related inquiries and provide guidance on required documentation and processes.

Reporting & Analysis:

• Track and analyze key performance indicators (Net Effort Score (NES), Productivity, Conversion, Customer Satisfaction Score and TATs related to intermediary support.
• Provide regular reports and insights on trends, challenges, and opportunities for improvement.

Qualifications & Skills

Required

• Bachelor’s degree in Social Sciences, Sociology, Customer Service or related fields.
• Excellent communication and interpersonal skills.
• Experience in intermediary support, customer service, or relationship management.

Preferred

• Proficiency in CRM systems and support tools.
• Leadership and management abilities.

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Job Description

The Business Development Officer - Health Corporate Sales - will be responsible for identifying and pursuing new business opportunities in the health sector, managing relationships with intermediaries, and driving sales growth for health insurance products. This role requires a deep understanding of the health insurance market, strong sales and negotiation skills, and the ability to build and maintain long-term client relationships.

KEY TASKS AND RESPONSIBILITIES

• Conduct market research to identify new business opportunities and potential clients within the health insurance sector.
• Analyze industry trends, competitors, and customers’ needs to develop effective sales strategies.
• Develop and deliver sales presentations, proposals, and product demonstrations tailored to client needs.
• Collaborate with the Corporate Sales Manager to develop and implement sales plans to achieve business growth targets.
• Set sales targets, forecast revenue, and monitor performance against targets.
• Build and maintain strong relationships with intermediaries to ensure customer satisfaction and retention.
• Act as the primary point of contact for Intermediaries inquiries, issues, and feedback.
• Lead contract negotiations with clients, ensuring favorable terms and conditions for both the company and the client.
• Close sales deals and ensure all necessary documentation is completed accurately and in a timely manner.
• Work closely with the underwriting, claims, and customer service teams to ensure seamless service delivery.
• Coordinate with marketing teams to develop promotional materials and campaigns that support sales efforts.
• Maintain accurate records of sales activities, client interactions, and contracts.
• Prepare regular reports on sales performance, market conditions, and business development activities.
• Ensure all sales activities comply with relevant laws, regulations, and company policies.
• Identify and mitigate risks associated with client contracts and relationships

SKILLS AND COMPETENCIES

Competences

• Strong communication, presentation, and negotiation skills.
• Ability to build and maintain relationships with corporate clients.
• Excellent organizational and time management skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• A self-starter with the ability to work independently and as part of a team.
• Willingness to travel as needed to meet with clients.

Qualifications

• Bachelor’s degree in business administration, Marketing, or related field. A background in insurance is a plus.
• At least 3-5 years of experience in sales or business development, preferably within the health insurance or financial services sector.
• Proven track record of meeting or exceeding sales targets.

Skills

Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

Competencies

• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy