Job at Old Mutual Kenya

Job Description

• To manage the smooth functioning of the Retail team by leading the team (monitoring quality and quantity of workflow, training, developing and motivating staff, routing and streamlining work, and assisting staff with difficult queries), thus achieving the set targets and objective for the Retail business 
• To assess and determine terms for Retail business risks presented within set standards of service in a manner to ensure quality selection of risks and timely service

KEY TASKS AND RESPONSIBILITIES

• Management of the Distribution Channels to ensure;
• Increase in the number of the distribution channel partners
• Attain product revenue targets
• Ensure profitability of the relevant product at appropriate cost levels
• Provide Training support for the distribution channel partners
• Ensure effective internal controls, policies and procedures are in place
• Determine acceptability of risks, monitor and review terms based on risk profile
• Managing an efficient sales cycle (sales pipeline) and value-based service cycle through use of Product bundling to drive the business goals
• Define markets for the Nairobi Retail Business distribution channels for the Retail products
• Ensure that proper management of accurate, quality and timely business reports and use these to compile channel reports
• Manage Workflow distribution, allocation and prioritizing
• Staff administration - Supervise, training and mentor staff on technical matters
• Review and approve underwriting policy documents, renewal notices and cancellation refunds
• Coordinate issuance of renewal notices and follow up of clients to ensure retention
• Monitor cash & carry policy to ensure that all premiums are paid upfront
• Manage IPF business in liaison with the finance team
• Monitor service standards to ensure high quality customer service is delivered
• Manage & Attend Client, Intermediary and Branch meetings
• Resolve client enquiries, ensure timely completion of investigations/resolution
• Preparation of management Reports & CRM Adoption
• Systems Enhancement-Continuously review the effectiveness of workflow systems and recommend enhancement
• Quality Assurance- Perform regular quality checks and take appropriate corrective action
• Maintain effective business relationships to ensure effective delivery of service

SKILLS AND COMPETENCIES

• Entrepreneurial Spirit
• Market Awareness
• Ownership & Commitment
• Customer Focus
• Excellent communication & interpersonal skills.  
• Time management & Negotiation skills
• Business Planning & Implementation

KNOWLEDGE & EXPERIENCE 

• Technical Knowledge
• At least 3 years’ experience

QUALIFICATIONS 

• A business-related degree from recognized university
• Professional insurance certificates/ diplomas/ advanced diploma

Closing date: 04 April 2022

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Job Description

The incumbent will be responsible for enforcing underwriting controls in the branch including on-barding, certificates, booking of business, documentation, Implementing underwriting guidelines, processes and procedures to ensure quality underwriting and business, ensuring profitability of the branch through quality control and on-boarding, ensuring quality documentation, timely turn around and maintaining excellent customer service and retention support.

KEY TASKS AND RESPONSIBILITIES

• Enforce underwriting controls
• Ensure compliance with underwriting guidelines
• Debiting of premiums and processing of policy documents within set timelines
• Debiting and processing of renewal endorsements
• Processing and checking of underwriting Documents
• Issuing of Endorsements
• Issuing of Motor Certificates
• Issuing and signing of yellow cards
• Review and dispatch of notices within set TAT
• Ensure work is done within the set standards of service – Customer service charter
• Do a detailed weekly mail reports on outstanding work.
• Give quality customer service to all our clients.
• Safe keeping yellow cards.
• Daily scanning and indexing of mails
• Issuance of valuation letters and follow up
• Adherence to the credit control policy
• Follow up renewals and reporting on status
• Processing of client and Bank refunds
• 100% Adherence to the authority matrix
• Adherence to the underwriting guidelines and memos
• Ensure registry is fully maintained in an orderly and is up to date
• Ensure compliance of AML and PEP guidelines
• Ensure cross sale and up sale opportunities are maximized.
• Premium receipting of Mpesa, VISA and cheque payments and ensure cheques are banked on time -GI and Medical
• Issuing customers with updated/ correct customer statements
• Assisting clients with claims reporting (both GI & Health) and follow ups with Head office
• Onboarding of retail medical clients and ensuring the customers receive medical cards
• Perform any other duties as may be required by the management.

SKILLS AND COMPETENCIES

• Basic Underwriting skills
• Customer service skills
• Good Communication Skills
• Computer Literate

QUALIFICATIONS, KNOWLEDGE & EXPERIENCE

• Business Related Degree
• Advanced Industry Qualifications/ C.O.P
• 1 year’s experience preferably in the Insurance Industry

Closing date: 06 April 2022