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.

KEY TASKS AND RESPONSIBILITIES

• Insurable interest (Principal members vs dependents)
• Payer is aligned to the policy /principal members
• Validate client bio data.
• Confirm client payment details
• Assist refund when data does not align
• Recommend for further investigation where on “suspicious applications”
• Quality assurance Conservation
• Corporate cover notes executions
• Corporate servicing – OIPA implementation demands, and imminent testing phase has constrained current resourcing

REQUIREMENTS

SKILLS AND COMPETENCIES

• Good communication skills (written & oral)
• Good assessment, analytical and problem-solving skills
• Ability to interact at all levels./stakeholder management
• Financial management & report writing skills.
• Proven planning, co-ordination and time management skills
• Business Awareness – Financial markets
• Keen attention to detail

KNOWLEDGE & EXPERIENCE

• At least 1 year relevant experience
• Knowledge of financial service operations and financial markets
• Technical Knowledge – product, process and KYC/AML compliance requirements knowledge.
• Customer Care

QUALIFICATIONS

• Business related Degree