Job Vacancies at Old Mutual Kenya

Job Description

The incumbent will be responsible for enforcing underwriting controls in the Branch including on-barding, issuing certificates, booking of business, documentation, Implementing underwriting guidelines, processes and procedures to ensure quality underwriting and business, ensuring profitability of the branch through quality control and on-boarding, ensuring quality documentation, timely turn around and maintaining excellent customer service and retention support.

KEY TASKS AND RESPONSIBILITIES

• Enforce underwriting controls
• Ensure compliance with underwriting guidelines
• Debiting of premiums and processing of policy documents within set timelines
• Debiting and processing of renewal endorsements
• Processing and checking of underwriting Documents
• Issuing of Endorsements
• Issuing of Motor Certificates
• Issuing and signing of yellow cards
• Review and dispatch of notices within set TAT
• Ensure work is done within the set standards of service – Customer service charter
• Do a detailed weekly mail reports on outstanding work.
• Give quality customer service to all our clients.
• Safe keeping yellow cards.
• Daily scanning and indexing of mails
• Issuance of valuation letters and follow up
• Adherence to the credit control policy
• Follow up renewals and reporting on status
• Processing of client and Bank refunds
• 100% Adherence to the authority matrix
• Adherence to the underwriting guidelines and memos
• Ensure registry is fully maintained in an orderly and is up to date
• Ensure compliance of AML and PEP guidelines
• Ensure cross sale and up sale opportunities are maximized.
• Premium receipting of Mpesa, VISA and cheque payments and ensure cheques are banked on time -GI and Medical
• Issuing customers with updated/ correct customer statements
• Assisting clients with claims reporting (both GI & Health) and follow ups with Head office
• Onboarding of retail medical clients and ensuring the customers receive medical cards
• Perform any other duties as may be required by the management.

SKILLS AND COMPETENCIES

• Basic Underwriting skills
• Customer service skills
• Good Communication Skills
• Computer Literate

QUALIFICATIONS, KNOWLEDGE & EXPERIENCE

• Business Related Degree
• Advanced Industry Qualifications/ C.O.P
• 1 year’s experience in the Insurance Industry

Closing Date: 02 December 2022

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Job Description

The main aim and purpose of the role is to ensure sales of Pensions Solutions to the identified market segments. Production should be within service and delivery standards set by the standardised processes. This role also responds to new client queries per the set timelines. This role is responsible for building and maintaining relationships with intermediaries and the pensions operations department to ensure smooth operations and business continuity.

KEY TASKS AND RESPONSIBILITIES

 Business Development

• Grow Pension Business Sales through independent agents, Brokers, and Direct sales
• Grow Income Draw Down Business through Administrators, brokers, and Agency sales
• Delivery Of Budget numbers set as per annual performance metrices.
• Market Intelligence – Obtain market information in respect of Pensions and ensure the information is used for aligning strategic initiatives as well as product improvement so that our product offering remain relevant and continue to meet customer expectations
• Prospecting and Pipeline development
• Define market segments from which we will source new clients and new sales opportunities
• Drive engagements with defined intermediaries to create a prospect list to target
• Proposals Follow Up:
  • Ensure proposals are delivered within the agreed timelines.
  • Follow up and ensure conversion of proposals issued.
  • Driving business and ensuring sustained growth, focusing on achieving/ surpassing sales targets.
• Constantly interacting with prospects and maintaining cordial business relationship with key clients.
• 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

QUALIFICATIONS ,KNOWLEDGE & EXPERIENCE

• Business related Degree
• At least 1 years’ relevant experience
• Knowledge of regulatory and compliance requirements of the pensions markets
• Technical Knowledge – product, process, and KYC/AML compliance requirements knowledge.
• Customer Care
• Online platforms and sales

Closing Date: 26 November 2022

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Job Description

Reporting to the Head – Corporate Retention & Customer Experience, the Relationship Manager is responsible for providing professional guidance on policy matters, ensuring comfort and assistance of clients/intermediaries, and communicating with clients and brokers on a timely basis for relevant concerns.

• 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/intermediaries and having gained comprehensive understanding of the same. 
• Demonstrate teamwork/spirit and continued personal development. 
• Any other duties that may be assigned by the management.

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)

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

Closing Date: 02 December 2022