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  • Posted: Jul 11, 2025
    Deadline: Not specified
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  • Old Mutual Kenya is based in Nairobi and is part of a larger group that offers solutions in long-term savings, asset management and investment. We offer solutions to individuals and corporates underpinned by our core values which are: Respect, Integrity, Accountability and Pushing beyond boundaries.
    Read more about this company

     

    Business Development Manager - Private Wealth

    Responsibilities

    Data Collection and Analysis

    • Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.

    Information and Business Advice

    • Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.

    Document Preparation

    • Edit document in line with organizational style guidelines and prepare information for publication.

    Insights and Reporting

    • Prepare and coordinate the completion of various data and analytics reports.

    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.

    Financial Advice

    • Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values.

    Sales

    • Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.

    Operational Compliance

    • Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.

    Education

    NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

    go to method of application »

    Call Center Nurse Aide

     KEY TASKS AND RESPONSIBILITIES

    • 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.

    SKILLS AND COMPETENCIES

    Competences

    • Basic level of proficiency with Windows based applications such as MS Office, Excel, Word
    • Proficient ability to analyse data and develop recommendations
    • Strong verbal and written communication skills
    • Maintains a professional/customer service focus at all times.

    Qualifications & Requirements

    • Availability to work any both day and night shifts
    • 1+ years in Patient Customer Service Experience Preferred
    • 1+ years Call Center experience Preferred
    • 6+ months professional experience in an office setting using the telephone and computer as primary instruments to perform the job duties
    • Knowledge of medical terminology/Coding (ICD10)
    • Bachelor’s Degree or Diploma in Clinical medicine or Nursing
    • Experience working in the Insurance industry preferred
    • ACII or Other Insurance Certification Preferred

    Method of Application

    Use the link(s) below to apply on company website.

     

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