Customer Service Officer - Old Mutual Kenya (Kisumu Branch)
Location: Kisumu, Kenya
Company: Old Mutual Kenya
About Old Mutual Kenya
Old Mutual Kenya is based in all major towns, including Kisumu, 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: Respect, Integrity, Accountability and Pushing beyond boundaries.
Job Description
Enforce underwriting controls including onboarding, 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 onboarding. Quality documentation timely turn around (TAT). 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 work is done within 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 management
Compliance & AML Responsibilities: The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.
Skills & Competencies
- Basic Underwriting skills and product knowledge
- Customer service skills
- Good Communication Skills
- Computer Literate
Qualifications & Experience
- Qualifications: Degree preferably in Insurance
- Experience: 1 year and above
How to Apply:
📝 Official Application:
Apply via Old Mutual Careers Portal
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