JOB PURPOSE
- Enforce underwriting controls including on-boarding, certificates, booking of business, and documentation.
- Implement underwriting guidelines, process, and procedure to ensure quality underwriting and business.
- Ensure profitability of the department through quality control and on-boarding
- Quality documentation timely turn around - TAT and
- Excellent customer service and retention support.
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 preferably in insurance
Experience:
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JOB SUMMARY
The Relationship Manager for SACCOs (Savings and Credit Cooperative Organizations) and MFIs (Microfinance Institutions) will be responsible for developing, managing, and growing business relationships between Old Mutual and SACCO’s, MFIs and Co-operative societies. The role involves acquiring new partnerships, maintaining strong client relationships, and ensuring the successful implementation of insurance products tailored for SACCO and MFI members.
KEY TASKS AND RESPONSIBILITIES
Business Development & Sales
- Identify, engage, and onboard SACCOs and MFIs as distribution partners for insurance products.
- Develop and implement strategies to grow insurance penetration within the SACCO & MFI sector.
- Present and pitch insurance solutions to SACCO and MFI decision-makers.
- Meet and exceed sales and revenue targets from the assigned sector.
Relationship Management
- Build and maintain strong relationships with SACCO and MFI stakeholders, including CEOs, managers, and board members.
- Serve as the key point of contact, ensuring seamless communication between the insurance company and its SACCO/MFI partners.
Product & Market Development
- Collaborate with the product development team to design insurance solutions tailored to SACCO and MFI members’ needs.
- Gather market insights and feedback to refine and improve product offerings.
- Ensure that the company remains competitive by keeping up with industry trends in SACCOs, MFIs, and microinsurance.
Training & Capacity Building
- Organize training programs and workshops for SACCO and MFI staff to enhance their understanding of insurance products.
- Educate SACCO and MFI members on the benefits of insurance through awareness campaigns and financial literacy initiatives.
Compliance & Risk Management
- Ensure all partnerships comply with regulatory and internal company policies.
- Work with internal teams to manage risks associated with insurance distribution through SACCOs and MFIs.
- Assist in claims processing and dispute resolution to enhance customer satisfaction.
Reporting & Performance Tracking
- Monitor and report on key performance metrics, including sales performance, partnership engagement, and customer satisfaction.
- Prepare regular reports and presentations for management on the progress and challenges within the SACCO/MFI segment.
QUALIFICATION AND EXPERIENCE
- Bachelor’s degree in business, Finance, Insurance, or a related field.
- Professional certification in insurance (e.g., AIIK, CII) is an added advantage.
- At least 3-5 years of experience in relationship management, business development, or sales within insurance, banking, SACCOs, or MFIs.
- Strong understanding of microinsurance, SACCO/MFI operations, and financial inclusion strategies.
- Proven track record in meeting sales targets and managing strategic partnerships.
- Experience in insurance digital sales is an added advantage
KEY SKILLS AND COMPETENCES
- Strong negotiation and persuasion skills.
- Excellent communication and interpersonal skills.
- Ability to analyze data and market trends to drive business growth.
- Customer-centric approach with problem-solving capabilities.
- Ability to work independently and manage multiple stakeholders.
KEY ATTRIBUTES
- Entrepreneurial mindset with the ability to identify and seize opportunities.
- Strong analytical skills to assess partnership potential and performance.
- High emotional intelligence and ability to navigate complex relationships.
- Experience in insurance digital sales and partnerships is highly desirable.
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