Customer Service Officer – Kimathi Branch at Old Mutual Kenya
| Location | NAIROBI, Kenya |
| Date Posted | July 2, 2025 |
| Category |
Communication
Customer Service |
| Job Type |
Full-time
|
| Currency | KES |
Description
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
- 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.
Experience:
- 1 year and above.
Don't Keep Share!:
- Copyright © 2025 Jobs in Kenya – https://jobwebkenya.com/. Privacy Policy
Applying Instructions
Customer Service Officer - Kimathi Branch
Lets Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
• Enforce underwriting controls including on-barding, 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.
Experience:
- 1 year and above.
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
Education
Closing Date
08 July 2025 , 23:59The Old Mutual Story!
About Us
Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.