Job Openings at Old Mutual Kenya

KEY TASKS AND RESPONSIBILITIES

• DELIVERY OF SALES BUDGET – Ensure the set budget for pensions is realized for the year.
• MARKET INTELLIGENCE – Obtain market information in respect of Corporate and pensions business and ensure the information is used for product improvement so that our product offering remain relevant and continue to meet customer expectations

PROPOSALS FOLLOW UP:

• Ensure proposals are delivered within the agreed timelines.
• Follow up competitiveness of proposals sent out.
• Driving business and ensuring sustained growth, focusing on achieving/ surpassing sales targets.
• Expanding business reach and proactively creating new sales leads/ opportunities.
• Constantly interacting with prospects and maintaining cordial business relationship with key clients.
• Expanding channel business by sourcing new partners as well as maintaining efficient business relationships with existing partners to enhance growth of business operations.
• Handling high value sales, addressing minor details and identifying areas of improvements in customer service.
• Undertaking business case assessment to enhance channel sale relations, as well as assessing and evaluating new products.
• Managing an efficient sales cycle (sales pipeline) and value based service cycle through use of deal pipelines to drive the following business goals: -
• Identify Target customer
• Meeting to determine needs
• Client acquisition
• Account Service Plan – client/intermediary visits, policy documentation, credit control, claims management, SLA’s etc.
• Ensure that proper management of accurate, quality and timely business reports.
• Monitor competitor activity and advise the business on opportunities/threats that are presented by such activities.
• Delivery of analytics report to help guide improve proposal conversion ratios
• Performance reporting and tracking
• Risk Management, Internal Governance and Compliance
• Understanding and enforcing company policies and risk control measures in relation to handling of new clients.
• Escalate risks/control breaks to management when identified. Assist in management of those risk/control breaks
• Compliance to all regulatory requirements and internal policies

SKILLS AND COMPETENCIES

• Good communication skills (written & oral)
• Good assessment, analytical and problem-solving skills
• Ability to interact at all levels./stakeholder management
• Financial management & report writing skills.
• Proven planning, co-ordination and time management skills
• Business Awareness – Financial markets
• Keen attention to detail

KNOWLEDGE & EXPERIENCE

• At least 2 years’ relevant experience
• Knowledge of regulatory and compliance requirements of the pensions markets
• Technical Knowledge – product, process, and KYC/AML compliance requirements knowledge.
• Client Experience
• Online platforms and sales and lead generation

go to method of application »

KEY TASKS AND RESPONSIBILITIES

• Preparation of advisor payment models and schedules. These include marketing allowances, monthly incentives, advisor’s support and any other advisor duties that may be recommended by the business
• Updating and circulating the Sales on a weekly basis or at such other time as may recommended by the business
• Updating and sharing the Sales Incentive Report monthly or at such other time as may be required by the business
• Updating and circulating the Executive Sales Dashboards weekly
• Conduct weekly checks on the Unit Prices and updating them on the Policy Administration system (TE)
• Updating and sharing key persistency statistics with the Retail team monthly
• Compute benefits not captured in the Policy Administration system. These include unit linked fund build ups, anticipated endowment bonuses and surrender.

SKILLS AND COMPETENCIES

• Proficiency in Microsoft Office Applications i.e. Word, Excel
• Knowledge of Python, a plus
• Data Validation and Verification

KNOWLEDGE & EXPERIENCE

• Data Validation and verification
• Data analytical skills and attention to detail
• Good communication skills

QUALIFICATIONS

• Bachelor’s degree in actuarial science, statistics or any related field

go to method of application »

KEY TASKS AND RESPONSIBILITIES

Infrastructure Management (LAN, WAN, Wifi, Internet, Branches, MPLS, VPN, Video conferencing) End user support of remote access VPN and Network Access Control troubleshooting Secure Network Operations by ensuring compliance to configuration standards and patching cycles for network and security devices. Generate reports on network and call center metrics. Liaise with service providers to resolve incidents reported. Incident, Problem and Change Management. Ensure an up-to-date inventory of hardware and software assets is maintained. Support the regional companies on infrastructure related support and projects.

KNOWLEDGE & EXPERIENCE

• At least 2 years’ experience in networks support including, but not limited to, LAN, WAN, Wireless, Firewalls, telephony, contact center, video conferencing.
• Experience supporting Network Access Control (NAC).
• Understanding of Network Architecture Models
• Team player
• Good communication skills
• Analytical skills and out of the box thinking.
• Knowledge of emerging industry practices
• Proactive in seeking solutions to problems and identifying opportunities.
• Self-driven individual with the discipline to deliver within agreed guidelines and timelines.
• Deep understanding of TCP/IP Architecture

go to method of application »

KEY TASKS AND RESPONSIBILITIES

• Credit Policy Enforcement: Implement and enforce the company's credit control policies and procedures to ensure compliance with internal guidelines and regulatory requirements.
• Policyholder Management: Conduct credit checks on policyholders and potential clients to assess their creditworthiness and identify potential financial risks.
• Payment Collections: Track overdue premiums, follow up with policyholders via phone and correspondence, and manage accounts to ensure timely payment of outstanding balances.
• Carrying out aged debtors report analysis and taking appropriate action as per credit policy.
• Management of intermediary accounts and reconciliation of debtor accounts
• Preparation and presentation of credit control reports to management
• Conducting intermediary visits monthly to enhance relationships
• Stakeholder Coordination: Collaborate closely with internal departments (like sales, underwriting, and finance) to resolve discrepancies, facilitate client information, and ensure smooth collection processes
• Preparation of quarterly IRA reports
• Preparation of mid and end year audits

SKILLS AND COMPETENCIES

• Good communication skills
• Analytical Skills: The ability to analyze debtor aging reports and identify potential issues for write-offs or other actions
• Teamwork: A collaborative approach to work effectively with colleagues in various departments
• Motivation: A high-energy, self-motivated individual with initiative.
• Financial Acumen: Strong understanding of financial records, ledger accounts, and the ability to prepare financial statements and reports.

KNOWLEDGE & EXPERIENCE

• Minimum of 4 years relevant experience in Credit Control.
• Proven experience in a credit control or collections role, ideally within the insurance sector.

QUALIFICATIONS

• Bachelor’s degree in Finance, Accounting, or a related field.
• CPA(K), ACCA, or an equivalent professional qualification.