Vacancies at Old Mutual Kenya

Responsibilities

• Product/Service Information
• Provide advanced product/service information.
• Customer Order Processing
• Record and process customer orders, selecting the most appropriate approach based on predefined options.
• Resolving Customer Issues
• Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
• Customer Relationship Development / Prospecting
• Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Customer Relationship Management (CRM) Data
• Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
• Customer Needs Clarification
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Renewals
• Provide exceptional service to customers to encourage continued use of the organization's products/services
• Operational Compliance
• Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
• Personal Capability Building
• Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

go to method of application »

Responsibilities

• Application Software Road Map
• Contribute to and maintain a roadmap to facilitate application software development and ensure the development work is prioritized in line with business requirements.
• Product/Service Development
• Deliver defined features, functionality, or outcomes from a designated part of the development/engineering program, selecting the best available approach within established systems.
• Data-Driven Product and Service Improvement
• Support data-driven analysis to identify opportunities for product/service improvement.
• Design and Conceptualization
• Research and interpret data, trends, and benchmarks relevant to digital products/services design.
• Information Security
• Implement required security measures, monitoring performance to notify security experts of any problems with coding or built-in packages.
• Testing Information Technology (IT) Performance
• Perform website/applications software tests and respond to user emails to monitor, diagnose, and correct performance issues.
• Application Software Development
• Contribute to development of existing and new applications by analyzing and identifying areas for modification and improvement. Contribute to development of new applications to meet customer requirements.
• Faults Diagnosis and Correction
• Provide fault isolation and resolution to limit and address issues promptly. 
• Personal Capability Building
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
• Agile Release Planning
• Plan and replan software releases for small projects as they are produced to ensure timely updates and to deliver the planned benefits as early as possible in the project.

go to method of application »

Responsibilities

• Product/Service Information
• Provide advanced product/service information.
• Customer Order Processing
• Record and process customer orders, selecting the most appropriate approach based on predefined options.
• Resolving Customer Issues
• Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
• Customer Relationship Development / Prospecting
• Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Customer Relationship Management (CRM) Data
• Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
• Customer Needs Clarification
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Renewals
• Provide exceptional service to customers to encourage continued use of the organization's products/services
• Operational Compliance
• Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
• Personal Capability Building
• Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

go to method of application »

KEY TASKS AND RESPONSIBILITIES

• Crime Prevention and Investigation
• Responsible for maintaining a secure environment through ensuring the security of the physical bank.
• Act as liaison between Bank and any governmental agencies such as police, fire and any safety regulatory bodies.
• Establish and maintain procedures to reduce any internal theft/losses as well as evaluate existing security procedures periodically and give appropriate recommendations to Security manager.
• Establish and maintain policy for spot checks of employees carrying parcels when departing Bank property to ensure only employee personal property is leaving.
• Establish and maintain systems/procedures to ensure that both regular and irregular patrols of entire complex are completed to maximum potential.
• Ensure that all reports are completed properly and in a timely manner so as to ensure that all matters are duly communicated and all necessary actions are commenced as soon as required.
• Coordinate investigation of all act of crime, or any losses incurred against by customers, staff, and Bank company in order to determine those responsible and proceed with any necessary prosecution/recover of losses.
• Control access to critical areas where the need for access arises outside of normal operating hours for that area.
• Contribute to ensuring all staff adhere to all Bank policies/procedures.
• Ensure that all required checks, tests, and inspections are completed in a timely manner where required in order to ensure compliance with all code and regulation requirements and ensure that all records are properly maintained as required.
• Ensure that all staff are properly trained in emergency procedures and maintain an ongoing training/retraining program in order to ensure that all staff are familiar with procedures at all times.
• Conduct regular and irregular inspections of the Bank property in order to ensure that the safety of the customers, staff, and Bank physical premises are not being compromised by potentially dangerous situations.
• Through regular reviews, ensure that programs/procedures are in place in order to address most expected circumstances in the event of an emergency situation.
• Upon being advised, initiate/lead appropriate loss recovery actions necessary to protect the Bank from further additional losses and/or coordinate implementation of emergency plan.
• In cooperation with insurance adjusters and insurance company, implement actions necessary to minimize any potential claims.
• Act as Certified Representative in all health & safety matters requiring such representation by Bank management.
• Act as chairperson for Bank safety committee requiring regularly scheduled meetings of no less than as required by legislation to address matters concerning Bank staff workplace safety. Maintain and lead the purpose/goal of the committee to reduce the frequency of on-the-job staff injuries to a level that is within company acceptable standards.
• Through implementation of policies and procedures, ensure that the Bank maintains full compliance with all legislative acts including occupational health and Safety Act regulations. To include training/retraining of matters where necessary for all departments.
• Maintain a high level of general concern for workplace safety, amongst all Bank staff through implementation of various policies and procedures.
• Ensure all security staff are properly trained in emergency procedures at all times.
• Maintain responsibility for payroll and scheduling of department staff. Ensure that all necessary time sheets and documents are completed.
• Review daily activities of security officers on all shifts.
• Complete regular staff appraisals for each staff member and conduct corrective interviews with staff where necessary.
• Maintain control of Lost and Found valuables. Ensure that all items are properly returned to guests upon enquiries and verifications being made.
• Establish and maintain effective means of communication and working rapport with staff/management of other departments.
• Train and supervise security personnel within branches as appropriate.
• Incident reporting
• Embed a process for loss/risk incident reporting by branches/units (to ensure no surprises)
• Daily review of various branch CCTV and take necessary action to mitigate risk

ANTI-MONEY LAUNDERING (AML) EXPECTATION

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 its 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.

QUALIFICATIONS & EXPERIENCE

• Degree in Security Studies.
• Over 6 years’ experience in Security management.

go to method of application »

KEY RESPONSIBILITIES

• Design and maintain risk registers for relevant business units.
• Monitor and assess indicators for the Bank’s key risks and report on adverse movements in these risks.
• Prepare and submit MI reports on key risks and risk exposure to the Management, Board Risk Management Committee, Old Mutual and other stakeholders. This shall be done through the Head of Risk and Compliance
• Assist in developing and proposing risk exposure limits for the Bank
• Advise the Business on developments in the external environment that may expose the Bank to risks
• Raise the visibility of compliance issues, internally across all stake holders within the organization.
• Support the roll out and implementation of Old Mutual policies and Group Operating Manual
• Carry out risk management training to staff.
• Liaising with line managers, internal & external Audit, Examination functions & the relevant departments to identify significant risks and control lapses or weaknesses and highlighting the same to relevant stakeholders.
• Advising risk owners on appropriate controls and risk management strategies and measures.
• Assessing potential risks on new products and offerings under development and advice the product owners.
• Communicating and reinforcing the AML-CTF compliance culture established by the board
• Implementing and enforcing the board-approved AML, KYC & CFT policy.
• Any other duties assigned by the Head of Risk and Compliance from time to time

ANTI-MONEY LAUNDERING (AML) EXPECTATION

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 its 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, KNOWLEDGE & COMPETENCIES

Knowledge and skills

• Knowledgeable in Enterprise Risk Management and banking regulations

go to method of application »

The Unit Manger will oversee a unit where he/she will majorly be responsible for attracting, recruiting, and retaining sales agents so as to deliver the set insurance sales revenue targets. The role is on contractual basis and reports to the regional 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 a tied 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 / Diploma in Insurance
• Must have current IRA license.