Background information about the job or company (e.g., role context, company overview)

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.

Responsibilities or duties

Retention & Renewal Management

• Manage the renewal cycle and ensure terms/notices are issued by the 15th of each month for SME and 60 days in advance for Retail renewals
• Maintain and update the renewal tracker
• Conduct daily follow-ups with intermediaries via calls, visits, and emails
• Confirm renewals and obtain renewal instructions
• Participate in renewal meetings with intermediaries and clients
• Support credit control through renewal premium collection and confirmation.

Relationship Management

• Act as the primary point of contact for intermediaries
• Maintain strong relationships to ensure maximum retention of profitable accounts
• Handle and resolve customer and intermediary concerns promptly
• Conduct quarterly and monthly performance reviews with key partners for SME.

Portfolio Growth

• Identify selling opportunities
• Conduct market research to identify new SME and retail prospects
• Analyze market trends, competitor activity, and client needs
• Develop proposals, presentations, and product demonstrations
• Support sales planning and execution with the Head of Retail
• Lead contract negotiations and close deals

Internal Coordination

• Work closely with underwriting, claims, and customer service teams
• Coordinate with marketing on campaigns supporting retail and SME
• Ensure compliance with regulations and internal policies
• Provide regular performance and market intelligence reports.

Qualifications or requirements (e.g., education, skills)

Skills

• Good communication skills
• Ownership & Commitment
• Customer Focus
• Time management & Negotiation skills
• Business Planning & Implementation
• Honesty and integrity
• Good assessment and analytical skills
• Ability to work with cross-functional teams.
• Ability to meet strict deadlines.
• Excellent sales and customer service skills, with proven negotiation skills.
• Excellent supervisory and leadership skills.
• Thorough understanding of the company’s products and/or services, and those of immediate competitors in the surrounding market.
• Strong analytical, data, and reporting skills.

Qualifications:

• A business-related degree from a recognized university
• Relevant professional insurance qualification – IIK/CII/ACII/LOMA
• Strong skills with Microsoft Office Package: Excel, PowerPoint, and Outlook Technical

Experience needed

• 2 years in medical insurance business development and underwriting functions

• Manage the renewal cycle and ensure terms/notices are issued by the 15th of each month for SME and 60 days in advance for Retail renewals
• Maintain and update the renewal tracker
• Conduct daily follow-ups with intermediaries via calls, visits, and emails
• Confirm renewals and obtain renewal instructions
• Participate in renewal meetings with intermediaries and clients
• Support credit control through renewal premium collection and confirmation.
• Act as the primary point of contact for intermediaries
• Maintain strong relationships to ensure maximum retention of profitable accounts
• Handle and resolve customer and intermediary concerns promptly
• Conduct quarterly and monthly performance reviews with key partners for SME.
• Identify selling opportunities
• Conduct market research to identify new SME and retail prospects
• Analyze market trends, competitor activity, and client needs
• Develop proposals, presentations, and product demonstrations
• Support sales planning and execution with the Head of Retail
• Lead contract negotiations and close deals
• Work closely with underwriting, claims, and customer service teams
• Coordinate with marketing on campaigns supporting retail and SME
• Ensure compliance with regulations and internal policies
• Provide regular performance and market intelligence reports.

• Good communication skills
• Ownership & Commitment
• Customer Focus
• Time management & Negotiation skills
• Business Planning & Implementation
• Honesty and integrity
• Good assessment and analytical skills
• Ability to work with cross-functional teams.
• Ability to meet strict deadlines.
• Excellent sales and customer service skills, with proven negotiation skills.
• Excellent supervisory and leadership skills.
• Thorough understanding of the company’s products and/or services, and those of immediate competitors in the surrounding market.
• Strong analytical, data, and reporting skills.

• A business-related degree from a recognized university
• Relevant professional insurance qualification – IIK/CII/ACII/LOMA
• Strong skills with Microsoft Office Package: Excel, PowerPoint, and Outlook Technical