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.

Customer Service Officer - Mombasa Branch (Fixed Term)

Job Description

Enforce underwriting controls including on-boarding, certificates, booking of business, documentation.

Implement underwriting guidelines, process, and procedure to ensure quality underwriting and business.

Ensure profitability of the branch 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 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.
• Ensure that work is done within the set standards of service and TAT.
• 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 insurance.

• Enforce underwriting controls.
• 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.
• Ensure that work is done within the set standards of service and TAT.
• 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.

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

• Degree preferably insurance.