21 May 2025

Customer Service Officer at Old Mutual Kenya

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Job 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.

Customer Service Officer

 JOB SUMMARY

Management of the Customers and all issues/matters relating to walk-in, email or other channels of communication.

KEY TASKS AND RESPONSIBILITIES

  • Timely report of NPS collection and other customer related reports 2. Handle, resolve and document customer complaints.
  • Complete accurate and timely documentation of all services provided to callers.
  • Support the branches, Call Center and front facing teams with customer information as and when.
  • Respond to customer incoming calls as per agreed TATs
  • Ensure closure of CRM issues – liaise with other team members to close
  • Carrying out customer surveys, social media, and email management.
  • Retrieval and send out Monthly statements to customers in line with the OM confidentiality guidelines.
  • Respond to Customer audit/financial requests as and when 10. Research required information using available resources.
  • Escalate / liaise with other teams on any issues which require further consultation.
  • Provide customers with product and service information in line with OM confidentiality guidelines 13. Liaise with the Group CX unit and attend CX forums as necessary.
  • Adherence to AML/KYC/Risk & Compliance
  • Performs all other tasks as assigned by the line Manager.

Qualifications & Experience

Competencies

  • Basic level of proficiency with Windows based applications such as MS Office, Excel, Word
  • Proficient ability to analyse data and develop recommendations.
  • Strong verbal and written communication skills
  • Ability to maintain a positive, empathetic, and professional attitude toward customers at all times
  • Excellent interpersonal and communication skills that help with serving clients.
  • Ability to learn new tasks/duties quickly (learning curve)
  • A good team player
  • Timely and organized.
  • Continuous involvement in projects geared towards improving the customers’ experience.
  • Proactive participation and support of operation’s initiatives

Skills and competencies

  • Business related degree
  • Customer service experience from a Multinational an added advantage
  • Knowledge in customer service principles and practices
  • Professional experience in an office setting using the telephone and computer as primary instruments to perform duties
  • Ability to stay calm when customers are stressed or upset


Method of Application

Submit your CV and Application on Company Website : Click Here

Closing Date : June 10, 2025





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