Relationship Officer/Underwriter – Business Retention at Old Mutual Kenya

1 month ago

Nairobi, Kenya Old Mutual Kenya Full time

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.
SUMMARY


Relationship Manager – Managing and retaining good relationship to ensure smooth & maximum retention of business.
Initiate approval of renewal terms in liaison with the underwriting team
Arranging and attending renewal review meetings with intermediaries
Responsible for the allocated renewal budget.
Closing the renewal business (Ensuring renewal confirmations) and obtaining the risk notes
Ensure premiums payments plans are obtained at the point of confirming renewals.

KEY TASKS AND RESPONSIBILITIES

Managing the renewals cycle by ensuring the terms/notices are dispatched by 15th of every month.
Maintain good relationships with intermediaries/direct customers and ensure maximum retention of profitable accounts.
Participate in renewal meetings with intermediaries and clients to review and retain renewal business.
Seek opportunities to cross-sell or upsell to existing clients by reviewing insurance portfolios.
Provide excellent and prompt service for maintenance of a positive reputation for the business.
Resolve any customer complaints/issues/concerns in a prompt and professional manner, where necessary escalate to the various departments/authorities for closure.
Maintaining and updating the renewal tracker
Daily follow ups of renewals with the intermediaries through phone calls, visits and emails
Confirming renewals and obtaining the risk notes
Collecting market intelligence for strategic renewal decisions
Follow up on risk improvement implementations.
Quarterly and monthly review of performance and engaging clients/intermediaries for improvements
Support credit control by collecting all renewal premiums.

REQUIREMENTS
SKILLS AND COMPETENCIES

Product knowledge and functions of the various departments.
Presentation and negotiations skills

KNOWLEDGE & EXPERIENCE

3 years’ experience in the Insurance Industry

QUALIFICATIONS

Business Degree
Insurance Qualifications

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