Jobs at Old Mutual Kenya

What You’ll Be Responsi​ble For

• Understand people first - You’ll hold meaningful conversations with clients to understand their goals, lifestyle, income, and financial priorities, going beyond surface-level needs to uncover what truly matters to them.
• Guide smart financial decisions - Based on what you learn, you’ll recommend investment and insurance solutions that are practical, relevant, and aligned to each client’s goals - not just generic products.
• Simplify finance for everyday people - You’ll take complex financial concepts and break them down into simple, clear insights that clients can easily understand and confidently act on.
• Stay informed and relevant - You’ll continuously learn about market trends, new products, and industry changes so that your advice remains timely, credible, and valuable.
• Build long-term relationships - This is not a one-time interaction; you’ll keep in touch with clients, review their progress, and support them through different life stages and financial decisions.
• Grow your own client base - You’ll actively look for new opportunities through referrals, networking, and personal initiative, building a pipeline that reflects your effort and ambition.
• Deliver with professionalism – From documentation to compliance and follow-ups, you’ll ensure every interaction is handled accurately, ethically, and in line with industry standards.

What Success Looks Like

• You build a growing portfolio of clients who trust your advice and keep coming back
• Your clients understand their financial decisions and take action with confidence
• You consistently meet or exceed your targets through disciplined effort
• You become known for clarity, reliability, and delivering real value
• Your income and career growth reflect your performance and consistency

What Will Set You Apart

• You have a genuine passion for building a career in insurance and financial advisory
• You take time to truly understand people, not just close a sale
• You can translate financial concepts into everyday language that anyone can relate to
• You show up consistently, even on tough days, and stay disciplined in your efforts
• You leverage digital tools and social platforms to build your presence and connect with clients
• You approach your work with an ownership mindset, treating it like your own business

Where People Struggle (If You’re Not Careful)

You will struggle;

• If you wait for opportunities instead of actively finding and creating them, progress will be slow
• If you take rejection personally and don’t build resilience, it can quickly become discouraging
• If you don’t stay organized or follow up consistently, you may lose trust and potential business
• If you focus only on selling instead of helping, clients will struggle to trust your intentions

This job is for you if;

• You are hungry to build a meaningful career, not just get a job
• You have a strong interest in insurance, financial services, and helping people make better money decisions
• You enjoy connecting with people and building long-term relationships
• You are self-driven, energetic, and motivated by growth and results
• You are open to learning and improving, especially in finance, communication, and sales
• You are comfortable working in a target-driven environment where effort directly impacts outcomes
• You are digitally aware and understand how technology can enhance customer experience

How We’ll Support You to Succeed

• You’ll go through structured training programs that build your knowledge in insurance, investments, and financial planning
• You’ll receive ongoing coaching and mentorship to help you navigate challenges and improve performance
• You’ll have access to tools, systems, and digital platforms that make your work more efficient and impactful
• You’ll see a clear career growth pathway, including opportunities to step into leadership or build your own practice
• You’ll be part of a culture that values learning, resilience, and continuous development

What We’re Looking For (Qualifications)

• A Diploma or Bachelor’s degree in Business, Finance, Marketing, or a related field—or equivalent practical experience
• 0 –1 year experience in a customer-facing or sales environment, where you’ve interacted directly with people
• Strong communication and interpersonal skills, with the ability to engage and influence others
• A clear interest in building a career in insurance or financial advisory
• A willingness to learn quickly, adapt, and grow in a performance-driven role

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Key Responsibilities

• Enforce underwriting controls.
• Ensure compliance with underwriting guidelines and Standard Operating Procedures.
• Ensure clean and accurate data capture.
• Timely preparation of quotations and follow up.
• Debiting of premiums and processing of policy documents within set timelines
• Processing and checking of underwriting Documents.
• Issuing & signing of Motor Certificates and Yellow cards.
• Review and dispatch of notices and documents.
• Ensure that work is done within the set standards of service and TAT.
• Prepare relevant reports for management and departmental consumption.
• Give quality customer service to all clients.
• Safe keeping of security documents.
• Daily scanning and indexing of mails.
• Initiating motor valuation and follow up.
• Adherence to the credit control policy.
• Follow up renewals and ensure maximum retention of profitable accounts.
• Timely processing refunds and follow up.
• 100% Adherence to the authority matrix.
• Ensure registry is fully maintained, orderly and up to date.
• Ensure compliance of AML and PEP guidelines
• Ensure cross sale and up sale opportunities are maximized
• Perform any other duties as may be required by the management.

Skills and Competencies

• Basic Underwriting skills and product knowledge
• Customer service skills
• Good Communication Skills
• Computer Literate

QUALIFICATIONS (Academic, Professional, Experience)

Qualifications:

• Degree in business related courses. Preferably in insurance

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You will;

• Build strong technical and functional skills in your area of interest
• Develop leadership and self-management capabilities for a fast-paced environment
• Strengthen your critical thinking and complex problem-solving skills
• Learn to approach challenges with a commercial and business-minded perspective
• Gain a deep understanding of how organizations grow, scale, and deliver value
• Build a strong customer-centric mindset through real business exposure
• Form meaningful relationships with leaders, mentors, and peers
• Gain hands-on experience through real work, job shadowing, and daily operations
• Build the confidence and capability to transition into the professional world ready to make an impact

QUALIFICATIONS

• A bachelor’s degree in a relevant field with a minimum of Second Class Upper Division
• Be available to commit for a full time period for a period of 6 months
• Be in your final year of study or have graduated in the last year.
• A clear interest in building a career within financial services, insurance, or fintech
• Beyond your academic qualifications, you bring curiosity, drive, and a willingness to learn.
• You are proactive, adaptable, and ready to take ownership of your growth while contributing meaningfully to the teams you join.
• You are naturally curious, hungry for growth, are not afraid of challenges, and value feedback.
• You are looking for a blend of purpose, impact and an the opportunity to shape Africa’s financial future.

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KEY TASKS AND RESPONSIBILITIES

KEY MEASURABLE GOALS

• Ensure the PAR is maintained within the institutional targets
• Ensure timely recoveries of the NPAs
• Ensure prompt realization of loan securities
• Ensure high TAT on insurance claims processing
• Ensure efficiency and high performance of External Service providers
• Ensure the recoveries against write-offs target is achieved

KEY RESPONSIBILITIES

• Ensure compliance with the Bank’s policies and regulatory requirements pertaining collection and debt recovery
• Execute the institution’s strategy in reducing the NPA portfolio as per laid out guidelines in the institution’s credit policy
• Management, collection, and recovery of outstanding amounts under assigned portfolio with a view of reducing the non-performing portfolio as per communicated targets
• Restructuring and curing of accounts within the assigned portfolio to ensure maximum recovery of banks assets hence minimizing on loan loss provisions
• Negotiating with clients and coming up with suitable exit or rehabilitation strategies for non-performing accounts within assigned portfolio
• Ensuring that non-performing loans are properly priced to minimize income leakages
• Highlight and analyze credit failures to identify ways of improving Credit Approval process
• Effective use of allocated resources to minimize costs
• Recovery of all loans that get to NPL and ensure that due process is followed in the realization of collateral
• Monitor loan repayments globally and initiate/recommend course of action
• Instruct and follow up with External Service providers on NPA matters i.e., debt collectors, auctioneers, tracking companies, valuers etc.
• Conduct client visits (on a need basis) and telephone calls to follow up on payments from NPA debtors
• Ensure the written-off portfolio is tracked and recovered as per the bank’s objectives
• Report on NPAs (Write offs, Collections, Security Cover etc.) on a regular pre-determined basis and provide information for stakeholder reporting
• Ensure the recovery process is fully implemented as documented and take corrective actions for any exceptions
• Ensure a record is maintained with track of all the recovery progress for all loans in NPL and there is ease of access to recovery documentation
• Ensure 100% utilization of the collections system as well as other systems that may be implemented to aid recoveries in the bank
• Ensure 100% closure of all recovery related complaints in the CRM as per SLA
• Ensure weekly NPL update reports are prepared for all the branches and follow with them to ensure full repayment
• Ensure demand letters are prepared in a timely manner and the same are well documented as required by law
• Ensure reports are prepared and recommendations made on bad debts to be written-off to the management for approval
• Ensure an up-to-date register on loan related insurance claims is maintained and ensure prompt reimbursement from underwriters
• Follow up all cases under litigation to ensure that they are concluded as well as prepare regular updates on each case
• Ensure all costs associated with recoveries are minimized including negotiation with service providers on recovery costs
• Ensure prompt settlement of service providers fees after thorough review and approval
• Report and monitor all risks associated with debt recovery
• Generate compliance reports for use in decision making and performance appraisals
• Monitor, on a continuous basis, all transactions to ensure that unusual and suspicious transactions are reported to the Money Laundering Reporting Officer (MLRO)
• Implementing and enforcing the board approved AML, KYC & CFT policy in as far as is applicable within debt recovery
• Do any other duties that may be assigned by the Management

SKILLS, KNOWLEDGE & COMPETENCIES

• Capacity and willingness to work for long hours and within strict deadlines
• Excellent interpersonal skills
• High degree of confidentiality
• Analytical mind
• Knowledgeable on the Financial services sector
• Assertive
• Honest
• Highly organised
• Creative and Innovative
• Proactive and fast decision maker
• Physically fit and versatile and able to work on a computer for long hours
• Knowledge in credit management and banking is an obvious advantage
• Knowledge on Law relating to banking

QUALIFICATIONS & EXPERIENCE

• Business Degree
• Proficiency in computer applications, Credit & Risk Management course (Desirable)
• 3 years’ experience in credit and debt recovery
• Practical experience in Lending and recovery -Speed and accuracy (Desirable)