Job Openings at Old Mutual Kenya

Job Description

• The Unit Manger will oversee a unit where he/she will majorly be responsible for recruiting and retaining sales agents so as to deliver the insurance sales revenue targets. The role is on contractual basis and reports to the Branch/Sales Manager.

KEY TASKS AND RESPONSIBILITIES

• Delivery of business plan targets including Revenue, Persistency and Business Mix
• Recruitment and retention of Agents
• Effective monitoring and evaluation of agents in their respective units
• Setting out relevant plans and daily activity work schedule for the unit
• Ensure agents have the necessary support systems to assist them deliver their budgets
• Implementing training programs to support skill development and competence
• Opening new markets
• Advise the business on opportunities/threats that are presented by such activities
• Enforcement of performance management processes as specified by the business
• To uphold the brand image and ensure compliance with all internal as well as external regulations

SKILLS AND COMPETENCIES

• Excellent Communication skills
• Strong Negotiation skills
• Emphatic Listener
• Able to Plan and organize meetings and activities for the Unit
• Able to build and bond together a team
• Must have leadership ability and Sales and Marketing skills
• Market intelligence and business development skills
• Able to handle and resolve Conflicts
• Time Management Skills

KNOWLEDGE & EXPERIENCE

• A successful track record of selling in the financial services sector, teaching or any other relevant profession
• Demonstrable insurance sales experience as an agent
• Knowledge of legislation governing insurance in Kenya
• Proficient in the use of Microsoft office suite and packages

QUALIFICATIONS

• A Degree/diploma in a business-related course
• Must have at least 3 years’ sales experience in the insurance or financial services sector
• 2 years’ experience as a Unit/Agency Manager in insurance or financial sector will be an added advantage
• Must have a COP Certificate
• Must have current IRA license

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Job Description

• Evaluate and manage medical insurance risks in strict compliance with internal policies, regulatory guidelines, and industry best practices.
• Provide technical support aimed at creating and sustaining a profitable and innovative health insurance portfolio via data analytics, streamlining of underwriting processes, and ensuring timely turnaround in underwriting decisions.
• Contribute to the effective oversight and execution of the company’s underwriting operations by ensuring that all activities align with the organization’s strategic objectives.

KEY TASKS AND RESPONSIBILITIES

• Evaluate and assess medical risks for new and renewal business, ensuring sound underwriting decisions that aligns with the company’s underwriting philosophy
• Build and maintain a quality corporate business book through reinforcement and implementation of experience-based underwriting discipline
• Ensure all underwriting practices comply with internal policies, processes and procedures, regulatory standards, and audit requirements, while contributing to the improvement of underwriting controls and processes
• Leverage advanced analytics tools such as machine learning and AI models for predictive modelling to enhance risk assessment, claims forecasting, pricing optimization, and data driven portfolio management decision-making
• Work closely with sales team and retention team to provide technical underwriting support, resolve queries, and ensure alignment with underwriting guidelines
• Support with continuous review of policy documents to ensure exposures are identified and closed timeously
• Participate in the development of new products and the enhancement of existing ones to ensure continued relevance in response to evolving client needs and market dynamics
• Continuously monitor and review the performance of products and schemes, identifying trends, providing insights and recommendations to improve profitability, sustainability, and customer value
• Identifying opportunities to improve efficiency and reduce costs in the department to support organizational goals
• Support in training of staff and contribute to knowledge sharing on health products and underwriting processes
• Ensure compliance to insurance related Statutory and regulatory requirements including Treating Customers Fairly and data Protection Act
• The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and it subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality.
• Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

SKILLS AND COMPETENCIES

• Sound Technical Underwriting skills
• Strong analytical skills
• Creative thinking
• Solution oriented
• Intensive and extensive corporate health products knowledge
• Decision - making skills
• Detail oriented with strong problem- solving skills
• Accountability and self-organization skills
• Customer service skills
• Ability to work with cross functional teams
• Ability to meet strict deadlines

QUALIFICATIONS

• University degree in Actuarial Science, Mathematics, Statistics or a business-related degree
• Relevant professional insurance qualification – DipCII/ACII/FCII or significant progress sin attaining an Actuarial science qualification
• Strong skills with Microsoft Office Package
• 5 years in medical insurance underwriting, product and research functions

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Job Description

• The Legal Assistant provides essential support to the Legal and Compliance Department of the insurance company by assisting in legal documentation, regulatory compliance, litigation support, risk management, and stakeholder coordination. The role ensures the company operates within the framework of applicable Kenyan laws, insurance regulations, and internal policies.
• The Legal Assistant will work closely with internal departments (such as claims, underwriting, and finance), external legal counsel, and regulatory bodies such as the Insurance Regulatory Authority (IRA). Key duties include legal research, contract review, compliance monitoring, document management, and supporting internal legal awareness.
• This position requires a detail-oriented, organized, and proactive individual with foundational legal knowledge and an understanding of the Kenyan insurance and regulatory environment.

KEY TASKS AND RESPONSIBILITIES

Claims Management:

• Review, evaluate and give legal opinions on liability claims including personal injury, property damage, and third-party recoveries
• Assess merits of claims and advise on appropriate strategies including settlement, litigation, or repudiation
• Draft legal letters, settlement agreements, and legal notices relating to claims resolution
• Conduct all initial research and provide information to the Lawyer
• Draft the first copy of legal documents
• Manage all administrative responsibilities in the legal office
• Raising payments and assisted inputting client data into client online files and reached out to clients on updates and handling queries

  Litigation Oversight:

• Following up on court cases involving the company including defense and recovery suits
• Responsible for ensuring that the court diary is well maintained and always up to date
• Liaise with external advocates and monitor progress of claims-related litigation to ensure effective representation and timely reporting
• Visiting the registry to get updates on the company matters pending in court and judgments and rulings
• Assisting in the preparation of court pleadings, affidavits, and other litigation documents
• Liaising with external advocates handling cases for the company
• Coordinating court attendances, hearings, and filing deadlines
• Maintaining and updating litigation trackers

Risk & Compliance:

• Handle claims in compliance with relevant insurance laws, regulations, policy terms, and industry practices
• Maintain updated records and reports of ongoing and concluded matters
• Maintain an up-to-date compliance calendar and track deadlines
• Ensure timely escalation of compliance issues to the Legal Counsel, Risk & Compliance Manager

Internal Support & Training:

• Respond to internal queries on legal procedures, policy compliance, or documentation
• Conduct internal legal training and sensitization on claims processes, court procedures, and compliance requirements
• Booking appointed and coordinated appointments and meeting be it virtual or physical

  Stakeholder Engagement:

• Provide legal documentation on large or complex claims as required
• Assisting in reaching out to clients when they are required before court as witnesses in good time
• Collaborating and reaching out to service providers i.e. investigators, advocates, brokers and other claims professionals to support defensible claims
• Respond to legal queries from external shareholders regarding claims issues and updates
• Communicate with clients, gathering necessary documents and information to begin building a case
• Track deliverables such as court dates, pleadings, legal opinions, and timelines

 SKILLS AND COMPETENCIES

• In-depth knowledge of insurance law, civil procedure, and claims handling
• Strong analytical and problem-solving abilities
• High integrity and strong professional ethics
• Proficiency in legal research and drafting
• Good interpersonal and communication skills
• Ability to work under pressure and manage multiple matters simultaneously
• Familiarity with the Advocates Remuneration Order and Civil Procedure Act

KEY PERFORMANCE INIDCATORS (KPIs)

• Compliance with regulatory/legal reporting requirements
• Turnaround time in claims litigation processes
• Timeliness and quality of support in preparing legal opinions on claims
• Accuracy and completeness of litigation documentation
• Turnaround time in supporting claims litigation processes
• Efficiency in legal cost tracking and administrative support for budget management

QUALIFICATIONS 

• Diploma in Law from a recognized university
• At least 5–7 years of post-school experience in legal practice, preferably with focus on insurance litigation, claims, or corporate law
• Experience in an insurance company or legal practice handling insurance matters is highly desirable
• Additional training in insurance law, compliance, or risk management
• Strong understanding of Kenyan Insurance Law and relevant legislation (Insurance Act, IRA Regulations), Legal drafting and document review procedures and Court processes and litigation support