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Customer Service Officer - Mombasa Branch (Fixed Term)

External
oldmutual logoOldmutual · Mombasa
Full-timeOn-site1w ago
ComplianceDocumentationSAFe
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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)

Requirements

  • Degree preferably insurance.
  • ANTI-MONEY LAUNDERING (AML) EXPECTATION
  • Competencies
  • Education
  • Closing Date
  • 18 June 2026 , 23:59
  • The Old Mutual Story!

Additional Information

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-boarding, 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.


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