ABOUT THE COMPANY

Old Mutual Kenya provides investment, savings, life assurance, asset management, banking and property and casualty insurance in Africa, Europe, the Americas and Asia. We have over 17 million customers and approximately 61 500 employees.

JOB SUMMARY

QUALIFICATIONS, KNOWLEDGE & EXPERIENCE

Knowledge & Experience

2-3 years’ experience in the insurance industry preferably in client servicing

Experience in handling SME/Corporate clients/portfolio is a must.

Sales experience and excellent report writing communication and interpersonal skills.

Educational Requirement

University Graduate with a business-related degree in Commerce/Finance or Business Administration -Insurance Option/Marketing/Economics

Professional insurance qualifications - CII/COP is an added advantage

Proficient in the use of Microsoft office suite & packages (word, excel, PowerPoint)

RESPONSIBILITIES

End to end proactive management of Intermediaries and customer relationships for assigned portfolio of schemes.

Ensure superior customer experience is always provided to intermediaries/clients while working closely with other departments.

Track and report on delivery of OM Customer Service Charter to meet the NPS and NES targets

Contribute to the profitable growth of the portfolio based on set annual targets through profitable retention of existing business

Responsible for obtaining and providing correct market intelligence on renewal/Tender business to ensure it is correctly/competitively priced.

Proactively manage and reduce all costs including cost controls for adverse performing schemes.

Support on excess, undertakings, and premium collection.

Adhere to all the processes, procedures and controls set parameters.

Train and increase uptake of all automation initiatives by clients/intermediaries and having gained comprehensive understanding of the same.

Demonstrate teamwork/spirit and continued personal development.

Any other duties that may be assigned by the management.

REQUIRED SKILLS

Customer relations, Account management, Customer service, Reporting

REQUIRED EDUCATION

Bachelor's degree

• End to end proactive management of Intermediaries and customer relationships for assigned portfolio of schemes.
• Ensure superior customer experience is always provided to intermediaries/clients while working closely with other departments.
• Track and report on delivery of OM Customer Service Charter to meet the NPS and NES targets
• Contribute to the profitable growth of the portfolio based on set annual targets through profitable retention of existing business
• Responsible for obtaining and providing correct market intelligence on renewal/Tender business to ensure it is correctly/competitively priced.
• Proactively manage and reduce all costs including cost controls for adverse performing schemes.
• Support on excess, undertakings, and premium collection.
• Adhere to all the processes, procedures and controls set parameters.
• Train and increase uptake of all automation initiatives by clients/intermediaries and having gained comprehensive understanding of the same.
• Demonstrate teamwork/spirit and continued personal development.
• Any other duties that may be assigned by the management.

• Customer relations
• Account management
• Customer service
• Reporting

• University Graduate with a business-related degree in Commerce/Finance or Business Administration -Insurance Option/Marketing/Economics
• Professional insurance qualifications - CII/COP is an added advantage
• Proficient in the use of Microsoft office suite & packages (word, excel, PowerPoint)