Customer Service Officer – Thika Branch at Old Mutual Kenya

  • Full Time
  • Thika

Old Mutual Kenya


  • 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.
  • Excellent customer service and retention support.


  • 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.


  • Basic Underwriting skills and product knowledge.
  • Customer service skills.
  • Good Communication Skills.
  • Computer Literate.


  • Degree preferably insurance.


  • 1 year and above.

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