Underwriter/ Relationship officer - Business Retention job at Old Mutual Limited
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Underwriter/ Relationship officer - Business Retention
2025-11-06T12:15:46+00:00
Old Mutual Limited
https://cdn.greatkenyanjobs.com/jsjobsdata/data/employer/comp_5342/logo/Old%20Mutual%20Limited.png
FULL_TIME
 
Nairobi
Nairobi
00100
Kenya
 
public Relations
KES
 
MONTH
2025-11-24T17:00:00+00:00
 
Kenya
8

Underwriter/ Relationship officer - Business Retention

Job Description

  • Relationship Management – Managing and retaining good relationship with intermediary to ensure smooth & maximum retention of business.
  • Dispatch of renewal terms
  • Initiate approval of renewal terms in liaison with the reinsurance team to be competitive.
  • Arranging and attending renewal review meetings with intermediaries
  • Responsible for the allocated renewal budget.
  • Closing the renewal business (Ensuring renewal confirmations) and obtaining the risk notes before month closure
  • Ensure premiums payments plans are obtained at the point of confirming renewals.
  • Review of accounts performance to ensure weeding out of toxic accounts.

KEY TASKS AND RESPONSIBILITIES

  • Managing the renewals cycle by ensuring the terms/notices are dispatched by 15th of every month.
  • Maintain good relationships with intermediaries and ensure maximum retention of profitable accounts.
  • Participate in renewal meetings with intermediaries and clients to review and retain renewal business.
  • Seek opportunities to cross-sell or upsell to existing clients by reviewing insurance portfolios and foster organic growth.
  • Provide excellent and prompt customer service for maintenance of a positive reputation for the business.
  • Resolve any customer complaints/issues/concerns in a prompt and professional manner, where necessary escalate to the various departments/authorities for closure.
  • Maintaining and updating the renewal tracker
  • Daily follow ups of renewals with the intermediaries through phone calls, visits, and emails
  • Confirming renewals and obtaining the risk notes
  • Collecting market intelligence for strategic renewal decisions to support retention.
  • Monthly follow up on recovery of lost/unrenewed business

SKILLS AND COMPETENCIES

  • Sound Technical Underwriting skills.
  • Intensive and extensive product knowledge
  • People Management and overall managerial skills
  • Good analytical skills
  • Customer service skills
  • Good Communication Skills
  • Computer Literate with good knowledge of Excel

KNOWLEDGE & EXPERIENCE
Experience:

  • Minimum 5 years’ experience

QUALIFICATIONS

  • Degree in insurance or business related.
  • Professional qualification (CII or IIK) or good progress
Managing the renewals cycle by ensuring the terms/notices are dispatched by 15th of every month. Maintain good relationships with intermediaries and ensure maximum retention of profitable accounts. Participate in renewal meetings with intermediaries and clients to review and retain renewal business. Seek opportunities to cross-sell or upsell to existing clients by reviewing insurance portfolios and foster organic growth. Provide excellent and prompt customer service for maintenance of a positive reputation for the business. Resolve any customer complaints/issues/concerns in a prompt and professional manner, where necessary escalate to the various departments/authorities for closure. Maintaining and updating the renewal tracker Daily follow ups of renewals with the intermediaries through phone calls, visits, and emails Confirming renewals and obtaining the risk notes Collecting market intelligence for strategic renewal decisions to support retention. Monthly follow up on recovery of lost/unrenewed business
Sound Technical Underwriting skills. Intensive and extensive product knowledge People Management and overall managerial skills Good analytical skills Customer service skills Good Communication Skills Computer Literate with good knowledge of Excel KNOWLEDGE & EXPERIENCE
Degree in insurance or business related. Professional qualification (CII or IIK) or good progress
bachelor degree
60
JOB-690c91728a034

Vacancy title:
Underwriter/ Relationship officer - Business Retention

[Type: FULL_TIME, Industry: , Category: public Relations]

Jobs at:
Old Mutual Limited

Deadline of this Job:
Monday, November 24 2025

Duty Station:
Nairobi | Nairobi | Kenya

Summary
Date Posted: Thursday, November 6 2025, Base Salary: Not Disclosed

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JOB DETAILS:

Underwriter/ Relationship officer - Business Retention

Job Description

  • Relationship Management – Managing and retaining good relationship with intermediary to ensure smooth & maximum retention of business.
  • Dispatch of renewal terms
  • Initiate approval of renewal terms in liaison with the reinsurance team to be competitive.
  • Arranging and attending renewal review meetings with intermediaries
  • Responsible for the allocated renewal budget.
  • Closing the renewal business (Ensuring renewal confirmations) and obtaining the risk notes before month closure
  • Ensure premiums payments plans are obtained at the point of confirming renewals.
  • Review of accounts performance to ensure weeding out of toxic accounts.

KEY TASKS AND RESPONSIBILITIES

  • Managing the renewals cycle by ensuring the terms/notices are dispatched by 15th of every month.
  • Maintain good relationships with intermediaries and ensure maximum retention of profitable accounts.
  • Participate in renewal meetings with intermediaries and clients to review and retain renewal business.
  • Seek opportunities to cross-sell or upsell to existing clients by reviewing insurance portfolios and foster organic growth.
  • Provide excellent and prompt customer service for maintenance of a positive reputation for the business.
  • Resolve any customer complaints/issues/concerns in a prompt and professional manner, where necessary escalate to the various departments/authorities for closure.
  • Maintaining and updating the renewal tracker
  • Daily follow ups of renewals with the intermediaries through phone calls, visits, and emails
  • Confirming renewals and obtaining the risk notes
  • Collecting market intelligence for strategic renewal decisions to support retention.
  • Monthly follow up on recovery of lost/unrenewed business

SKILLS AND COMPETENCIES

  • Sound Technical Underwriting skills.
  • Intensive and extensive product knowledge
  • People Management and overall managerial skills
  • Good analytical skills
  • Customer service skills
  • Good Communication Skills
  • Computer Literate with good knowledge of Excel

KNOWLEDGE & EXPERIENCE
Experience:

  • Minimum 5 years’ experience

QUALIFICATIONS

  • Degree in insurance or business related.
  • Professional qualification (CII or IIK) or good progress

 

Work Hours: 8

Experience in Months: 60

Level of Education: bachelor degree

Job application procedure

Are You Interested? Click Here To Apply

 

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Job Info
Job Category: Communications/ Public Relations jobs in Kenya
Job Type: Full-time
Deadline of this Job: Monday, November 24 2025
Duty Station: Nairobi | Nairobi | Kenya
Posted: 06-11-2025
No of Jobs: 1
Start Publishing: 06-11-2025
Stop Publishing (Put date of 2030): 10-10-2076
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