Internship | Job Vacancies at Old Mutual Kenya

Faulu MFB – Digi Collections Intern at Old Mutual Kenya

JOB SUMMARY

Working closely with the Assistant Manager Collections, the job holder will ensure that ALL digital loans approved and disbursed are fully repaid as stipulated in the terms and conditions to prevent loss to the institution due to prompt non-repayment and support Bank to minimize risks. He/she will have specific emphasis on Collection of 1-30 DPD loans with the main aim of ensuring minimal provisions and lowest graduation to NPL.

KEY TASKS AND RESPONSIBILITIES ​

KEY MEASURABLE GOALS

• Number of customer contacts made per day.
• Promise-to-pay conversion rate and Promise-kept rate.
• Reduction of accounts progressing into higher delinquency buckets.
• Accuracy and completeness of account records.
• Compliance with collection procedures and quality standards.

KEY RESPONSIBILITIES

• Contact customers with overdue loan repayments through phone calls, SMS, email, and other approved communication channels.
• Supporting coordination with EDC partners on Digi Loan recovery activities.
• Timely updates of loan balances for the portfolio under EDC.
• Preparing daily, weekly, and monthly Digi Loan collections reports.
• Monitoring and tracking DPD 1–6 accounts for early intervention in terms of SMS, Calls and emails.
• Identifying anomalies in the Digi Loan portfolio before the accounts are due for outsource.
• Updating collection performance trackers and dashboards.
• Assisting in reconciliation of recovery data between internal systems and outsourced agents.
• Supporting ad hoc analysis on Digi Loan portfolio performance trends.

SKILLS, KNOWLEDGE & COMPETENCIES

• Strong communication and interpersonal skills.
• Good negotiation and persuasion abilities.
• Customer service orientation.
• Attention to detail and accuracy.
• Ability to maintain confidentiality and professionalism.
• Basic analytical and problem-solving skills.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Ability to work under pressure and meet performance targets.
• Good report-writing and record-management skills.
• High integrity and ethical standards.

QUALIFICATIONS & EXPERIENCE

• Business Degree.
• Proficiency in computer applications.

WHAT THE INTERN WILL GAIN

• Hands-on experience in retail banking collections and credit risk management.
• Exposure to loan portfolio monitoring and arrears management processes.
• Training in customer engagement, negotiation, and debt recovery techniques.
• Understanding of banking regulations and collections compliance requirements in Kenya.
• Opportunity to develop analytical, communication, and stakeholder management skills.

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Customer Service Officer – Mombasa Branch (Fixed Term) at Old Mutual

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.

KEY 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)

Qualifications:

• Degree preferably insurance.

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Retail Underwriting Officer – Clinical at Old Mutual Kenya

Job Description

Evaluating and examining of all Retail product applications for health insurance coverage. In reference to the applicant’s medical history, assess and determine terms for risks presented within set standards of service in a manner to ensure quality selection of risks and timely service.

KEY TASKS AND RESPONSIBILITIES

• Review all new applications for Retail product prior to onboarding which shall cover the following aspects:
• Acceptance/Decline of standard terms & premiums.
• Prepare acceptance letters. Indication of exclusions.
• Enforcing waiting periods.
• Enforcing premium loading.
• Review of renewing policies which shall cover the following:
• Loadings applied for renewal members.
• Approval of Downgrade or Upgrade of cover limits or benefits.
• Prepare renewal cover terms when there is a change.
• Ensure the above information is captured on SharePoint for filing and ease of access.
• Determine acceptability of risks, recommend risk surveys, monitor and review terms of acceptance.
• Check proposal form / underwriting document to authenticate it.
• Prepare and follow up renewal notices to ensure retention.
• Ensure that premiums are paid in respect of benefits & limits chosen.
• Maintain effective business relationships to ensure effective delivery of service.
• Monitor service standards within the section to ensure high quality customer.
• Acquisition and enhance health loss ratio.

SKILLS AND COMPETENCIES

Education

• Bachelor’s degree in a clinical or medical field (e.g., Medicine, Nursing, Clinical Medicine, Pharmacy, Public Health or related discipline).

Experience

• At least 1 year of experience in clinical underwriting, medical risk assessment, or a related health insurance role.

Professional / Insurance Qualifications

• Possession of or active enrollment in a recognized insurance certification such as:
• ACII (Associate of the Chartered Insurance Institute)
• Diploma/Certificate in Insurance (e.g., CII, IIK or equivalent)
• LOMA or other relevant underwriting/insurance programs
• Progress toward professional underwriting or insurance qualifications is an added advantage.

Technical Competencies

• Strong understanding of medical terminology, diagnosis, and treatment protocols.
• Knowledge of underwriting principles and risk assessment in health insurance.
• Familiarity with policy terms, exclusions, and benefit structures.

KNOWLEDGE & EXPERIENCE

• Analytical and decision-making skills.
• Attention to detail and accuracy.
• Ability to interpret medical reports and documentation.
• Good communication and stakeholder management skills.

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Quality Assurance Manager – Health at Old Mutual Kenya

Job Description

The Health Insurance QA Manager is responsible for ensuring that claims, case processes, and services meet established standards to guarantee efficiency, mitigate losses, and prepare controls for managing claims costs

KEY TASKS AND RESPONSIBILITIES

Quality Audits Of Claims.

• Conduct an audit of overall claims settled, placing special attention to high-value, repeated visits, and duplicate claims. Check error rate.
• Identify Providers with significant billing irregularities or suspected of fraud and have regular provider engagements issues on billing.
• At the end stage of provider reconciliation, claims that relate to benefit excesses are to be reviewed and liability assigned to either UAP, client/scheme or Smart.
• Admissions tracking; checking on exaggerated bills, unnecessary admissions, or overstay admissions, and
• Review the integration exception report between E02 and D365.

Conduct trending analysis; identify leakage; and prepare objective reports on claims and case processing processes.

• Enforce claims cost controls, e.g., copayments, discounts, provider restrictions, waiting periods
• Monitor and ensure compliance with SOPs for claims, case, and provider management
• Manage reserve philosophy for admission/ approval and enhanced amounts.
• Review IP bills for scheduled cases on a monthly basis.
• Reimbursement reports review to pick exceptions and cold calling/impromptu visits.

Contribute to the development of process-specific, competency-based training;

• Identify knowledge gaps and training needs of the claims, case team
• Identify gaps in policy terms and review together with the retention team.
• From the findings of the audit of IP and OP settled claims, give recommendations and remedial actions. And drive the implementation of said actions.

Prepare reports to communicate outcomes of quality activities.

• From the findings of the audit of IP and OP settled claims, give recommendations and remedial actions. And drive the implementation of said actions.
• Monitor and share reports of TATs for all key claims processes.
• Track claims paid in E02 vs D365; use of the exception reports to monitor paid, reversed, and cancelled claims

Systems Enhancement

• Continuously review the effectiveness of workflow systems and recommend enhancements.
• Provide input on ML and core system enhancements to improve quality and output. monitor risk management activities: GIA issues.
• Prepare regular claims reports to management and advise the underwriter on relevant claims findings for medical risk review.
• Root cause and close out.

Resolve difficult client enquiries:

• Ensure timely completion of investigations/resolution arising from claims disputes in case management and claims teams.
• Investigate suspected fraud issues; guide the fraud reporting to GFS and follow up to closure.
• coach, counsel, or train less-experienced staff; provide input in the performance management, goal setting, and review processes.

SKILLS AND COMPETENCIES

• Aligns Execution – Planning and prioritizing work to meet commitments aligned with organizational goals.
• Manages Complexity – Making sense of complex, high volume and sometimes contradictory information to effectively solve problems.
• Builds Effective Teams – Building strong-identity teams that apply their diverse skills and perspectives to achieve common goals.
• Ensures Accountability – Holding self and others accountable for meeting commitments. Business Insight – Applying knowledge of business and the marketplace to advance the
• Strategic Vision – Seeing ahead to future possibilities and translating them into breakthrough strategies.
• Drives Results – Consistently achieving results, even under tough circumstances.
• Customer Focus – Provides cautious, timely and helpful service to encourage client loyalty. Engages & Inspires – Creating a climate in which people are motivated to do their best to help the organization achieve its objectives.
• Instils Trust – Gaining the confidence and trust of others through honesty, integrity, and authenticity
• Cultivates Innovation – Creating new and better ways for the organization to be successful. Develops Talent – Developing.
• Bio Statistics skills are key

KNOWLEDGE & EXPERIENCE

• Minimum of 5 years of experience in clinical operations, claims processing, or a related field.
• In-depth knowledge of Quality Assurance, claims processing, and regulatory requirements.

QUALIFICATIONS

• Bachelor’s degree in Healthcare Administration, Nursing, or a related field
• Relevant certifications in healthcare management or clinical operations are preferred.

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Provider Relations Officer – Health at Old Mutual Kenya

Job Description

The job holder will be responsible for Strategic Purchasing, managing the Old Mutual Health Provider Network in Kenya and act as the liaison between Old Mutual and the service providers

KEY TASKS AND RESPONSIBILITIES

• Strategic Purchasing – continuous engagement with providers to ensure provision of high-quality, cost-effective care
• Patient Experience monitoring – ongoing monitoring of patient feedback from the providers to guarantee great patient experience
• Provider network management – maintain an updated provider panel, monitor adequacy of providers in all key regions and conduct provider audits
• Provider relationship management – organize service meetings, training on Old Mutual processes, obtain provider feedback and share relevant reports on providers
• Provider contracting – coordinate contracting of providers and managing the provider contract lifecycle.
• Customer service support – attend client service meetings to ensure delivery of superior customer experience.
• Any other duty assigned by management.

SKILLS AND COMPETENCIES

• Excellent communication and negotiation skills.
• Excellent interpersonal relationship skills.
• Extensive networking with SP and other medical insurers.
• Excellent analytical and monitoring skills
• Good decision-making skills
• High level of integrity and honesty

QUALIFICATIONS, KNOWLEDGE & EXPERIENCE

• Bachelor of Science in Nursing
• At least 2 years’ experience in a busy hospital setting
• Prior relevant experience in health insurance is preferred
• Extensive knowledge of public and private healthcare providers in Kenya
• Any insurance certification will be an added advantage

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Actuarial Valuation Specialist, Life at Old Mutual Kenya

Job Description

This role involves working as part of the Actuarial Team within Old Mutual Life Kenya to support the Senior Valuations Specialists and Head of Life Actuarial/Senior Management/Boards with the following:

Ensure provision of Actuarial Services to Old Mutual Life Kenya by working closely with the Business Entities and other Group Functions to meet their needs. This includes reserving, pricing, product reviews, experience reviews and solvency and capital management

Conducts accuracy checks, and analyses data to draw conclusions and make recommendations

Generate actuarial reports on various technical issues to Head of Actuarial, Senior Management and Board of Directors.

KEY TASKS AND RESPONSIBILITIES

• Technical Actuarial Support: Conduct and/or review internal actuarial liability valuations for relevant insurance subsidiaries and analysis of profitability/surplus,
• Review of external actuaries’ report and collaboration with the appointed actuaries to produce the Financial Condition Report.
• Experience Investigations: Perform profitability analysis, experience analysis, and other relevant actuarial investigations to inform business decisions.
• Product Profitability Review: Perform profitability analysis, experience analysis, and other relevant actuarial investigations for Old Mutual to inform business decisions.
• Solvency and Capital management: Carry out solvency computation for the BUs on a risk-based capital basis including solvency stress tests.
• Financial Modeling: assist with financial modeling of business scenarios/projects to inform business decision making.
• Strategy and Business Planning Support: assist with business planning financial projections and solvency projections for the Business Units. Perform stress and scenario analysis on the plan numbers.
• Reinsurance Support: Carry out a reinsurance analysis for the Life Kenya subsidiaries to explore ways to optimize on reinsurance arrangements.
• Reporting and Documentation: Presentation of results and reports to businesses and subsidiary boards committees. Preparation of Board Papers and regulatory solvency and valuation reports.
• Risk Management support: assist the Life Business Units and Risk Department in identifying, quantifying risk (insurance, market, credit risks etc.) where appropriate. Formulate appropriate risk mitigation measures for the BUs and develop a risk register for an enterprise in CURA (Risk System).
• Investment Strategy support: Develop/formulate appropriate investment strategies and/or review and monitoring of investment strategies for Old Mutual Life businesses.
• Other reasonable duties that may be assigned by management.

SKILLS AND COMPETENCIES

• Analytical Skills
• Data Handling knowledge
• Business Awareness
• Problem Solving Skills
• Communication and Presentation skills
• Ability to prioritize and work on a wide range of deliverables at once
• Working under minimal supervision
• Good interpersonal skills
• Proficiency in Microsoft office packages

 KNOWLEDGE & EXPERIENCE

• IFRS17 Knowledge
• Familiar with the current Insurance regulations, Capital markets and Central Bank regulations
• Strong actuarial technical skills
• Strong analytical skills
• Strong data programming skills

QUALIFICATIONS

• Bachelor of Actuarial Science or other related finance or mathematics degree
• Minimum 5 years actuarial experience
• Actuarial Knowledge: Show progress with actuarial examinations, Minimum 7 papers from a recognized actuarial body

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Legal Counsel (Fixed Term Contract) at Old Mutual Kenya

Job Description

To provide high-quality, independent legal advisory, transactional, and dispute resolution support to the Bank, ensuring effective management of legal risk, regulatory compliance, and business continuity and other tasks assigned by the Head of Legal Services. The role requires a qualified Advocate capable of handling complex legal matters with minimal supervision.

KEY RESPONSIBILITIES

Litigation & Dispute Resolution

• Independently manage litigation and dispute resolution matters, including arbitration support.
• Coordinate case strategy, documentation, and court processes.
• Liaise with external counsel and monitor performance and cost efficiency.

Contract negotiation

• Review all contracts or any other documentation to which the Company has committed itself and assess legal implications that need to be brought to the executive management’s attention.
• Prepare, review and modify contractual instruments to assist and support various business activities.
• Development of standard contract templates
• Formulate compliance checklists to be used for the purpose of ensuring that all information required is provided accordingly and timely.

Policy development and advisory

• Review and advise the business on the legal implications of internal policies and procedures.
• Draft and review contracts, agreements and internal policies and ensure that they are in compliance with all statutory or legal requirements.
• Assist the business in interpreting and applying statutes, agreements, contracts, rules and regulations through legal opinions.
• Proactively carry out research on emerging legal issues and advise the business on necessary compliance measures to be undertaken.
• Maintain and update the database on legal opinions issued to the business for reporting to management.

Legal Risk

• Collaborate with the Head of Legal Services in undertaking legal & governance audits, recommend, monitor and ensure the mitigation of potential risks.
• Liaise with relevant departments to ensure that where legal risks have been identified, appropriate courses of action have been taken.
• Provide legal and risk management advice to the business especially on contract management.
• Provide and interpret legal information, conduct training and disseminate appropriate legal requirements to staff.

Governance & Company Secretarial Services

• Collaborate with the Company Secretary and other stakeholders to ensure compliance to the regulatory landscape of the business and Regulator directives.
• Prepare monthly and quarterly reports to the Head of Legal Services for reporting in executive management meetings, Board meetings and Group meetings.
• Support the Company Secretary in organizing, preparing agendas for and taking minutes of the board and board committee meetings and annual general meetings (AGMs)
• Ensure that management meetings are operating within the said governance structure.
• Support the Company Secretary in regularly reviews terms of reference of board and board committees as well as management committees.
• Support the Company Secretary in addressing regulatory matters and liaising with the regulators.
• Maintaining of statutory books, including regulatory filings with the respective regulators.

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Team Leader – Business Development, Health Corporate Sales at Old Mutual

Job Description

We are seeking a dynamic and experienced Team Leader to join our Corporate New Business Development team. The ideal candidate will be responsible for leading a team of Business Development Officers and driving the acquisition of new corporate clients for our organization.

KEY TASKS AND RESPONSIBILITIES

• Lead and manage a team of Business Development Executives to achieve set targets for acquiring new corporate clients.
• Develop and implement strategic plans to drive new business growth in line with the company’s objectives.
• Identify and prioritize target markets and industries for new client acquisition.
• Build and maintain strong relationships with potential clients through networking and proactive outreach.
• Collaborate with internal teams to develop customized solutions for clients and ensure smooth onboarding processes.
• Monitor market trends, competitor activities, and industry developments to identify new opportunities for business growth.
• Provide regular reports on team performance, market trends, and client feedback to senior management.

SKILLS AND COMPETENCIES

Competences

• Excellent communication and interpersonal skills.
• Ability to think strategically and drive results.
• Experience in developing and implementing sales strategies.
• Knowledge of market research and analysis techniques.
• Ability to thrive in a fast-paced and dynamic environment.

Qualifications

• Bachelor’s degree in Business Administration, Marketing, or related field.
• Proven experience in business development, sales, or a related field.
• Strong leadership and team management skills.

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Head of Pensions at Old Mutual

Job Description

To lead, drive, and deliver sustainable growth in pension business by developing and executing a high-impact sales strategy, building strong distribution channels, and ensuring consistent acquisition and retention of pension clients (corporate, SME and individual).

KEY TASKS AND RESPONSIBILITIES

Sales Strategy & Growth

• Develop and execute a comprehensive pension sales strategy aligned with overall business objectives
• Drive growth in:
• Occupational pension schemes, Individual pension plans, Umbrella schemes
• Identify new market opportunities (SMEs, informal sector, digital channels, partnerships)

Business Development

• Lead acquisition of new corporate pension clients and schemes
• Build strategic partnerships (employers, SACCOs, banks, brokers, aggregators)
• Oversee proposal development, pricing strategy, and competitive positioning
• Represent the company in key client negotiations and pitches

Team Leadership & Performance Management

• Lead, coach, and manage the pension sales team (BDOs, RM’s & intermediaries)
• Set KPIs, monitor performance, and drive accountability
• Build a high-performance, results-driven sales culture
• Identify training needs and support capability development

Distribution Channel Management

• Strengthen and expand distribution channels:
• Agency force, Brokers & intermediaries, Banks & MFI’s, Digital platforms
• Ensure productivity and profitability across all channels

Client Relationship Management

• Oversee management of key pension clients and trustees
• Ensure high client retention and satisfaction levels
• Handle escalations and complex client issues

Market Intelligence & Product Development

• Monitor pension market trends, competitor activity, and regulatory changes
• Provide input into product development and innovation
• Collaborate with actuarial, operations, and investment teams to ensure competitive offerings

Compliance & Governance

• Ensure adherence to regulatory requirements (e.g., pension authority guidelines)
• Maintain high ethical standards in sales practices
• Support audit and compliance processes

Reporting & Analytics

• Track and report on sales performance, pipeline, and conversion rates
• Use data to drive decision-making and strategy refinement
• Present insights to executive leadership

SKILLS, KNOWLEDGE & COMPETENCIES

• Strategic thinking and execution
• Strong sales and negotiation skills
• Leadership and people management
• Deep understanding of pension products and market dynamics
• Stakeholder management (trustees, corporates, regulators)
• Analytical and data-driven decision-making
• High integrity and professionalism.

QUALIFICATIONS & EXPERIENCE

• Bachelor’s degree in insurance, Finance, Business, or a related field.
• Master’s degree (MBA) is an added advantage
• Diploma in Insurance / LOMA/CII.
• 8–12+ years’ experience in financial services, with strong exposure to pensions
• Proven track record of driving revenue & business growth
• Proven track record in sales leadership

KEY PERFORMANCE INDICATORS

• Growth in Assets Under Management (AUM)
• Number and value of new pension schemes onboarded
• Contribution inflows
• Client retention rate
• Sales team productivity
• Revenue and profitability of pension business

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Quality Assurance Officer at Old Mutual Kenya

Quality Assurance Officer

Job Description

The Quality Assurance Officer at the call centre will ensure adherence to Standard Operating Procedures (SOPs), identifies process gaps, and formulates mitigation plans to enhance customer outcomes. They conduct root cause analysis of recurring issues, track performance metrics, and facilitate staff training to improve service quality and efficiency.

KEY TASKS AND RESPONSIBILITIES

• Oversee the day-to-day activities of the department.
• In consultation with the relevant stakeholders, establish & constantly improve the department operations management & performance monitoring structures.
• Compile, track & ensure that all customers issues, questions & complaints channeled through the department are resolved in a timely manner.
• Monitor productivity of the team & plan for improvement efforts
• Monitor service calls to observe quality assurance, employee demeanor, technical accuracy & conformity to company policies.
• Review of call data to monitor customer experience & related statistics.
• Regularly review SLAS, TATS & recommend corrective actions.
• Ensure data captured meets the set quality standards.
• Set appropriate metrics, analytics & reporting framework. Provide relevant reports to stakeholders.
• Monitor & report on the productivity of the department staff.
• Propagate a culture of customer care, professionalism, agility & innovativeness.
• Promote goodwill & a positive image of the department.
• Ensure the department personnel are continuously aware & well informed on products, services, customer needs, & company related issues.

 SKILLS AND COMPETENCIES

• Attention to Detail: Ability to meticulously review processes, documentation, and data to identify discrepancies and ensure compliance with standards.
• Analytical Skills: Capability to analyze data, trends, and patterns to identify root causes of issues and recommend solutions for process improvement.
• Communication Skills: Effective verbal and written communication skills to convey findings, recommendations, and instructions clearly to team members and stakeholders.
• Problem-Solving Abilities: Capacity to identify problems, evaluate alternative solutions, and implement effective resolutions to improve operational efficiency and customer satisfaction.
• Quality Focus: Commitment to maintaining high standards of quality and continuous improvement in processes, services, and outcomes.
• Teamwork: Ability to collaborate effectively with team members, managers, and other departments to achieve common goals and objectives.
• Time Management: Strong organizational skills to prioritize tasks, meet deadlines, and manage workload efficiently in a fast-paced environment.
• Adaptability: Flexibility to adapt to changing priorities, procedures, and customer needs while maintaining a focus on quality assurance objectives.
• Technical Proficiency: Familiarity with relevant software tools, databases, and quality management systems to track, analyze, and report on quality metrics and performance indicators.
• Customer Focus: Understanding of customer expectations and needs, with a commitment to delivering high-quality service and ensuring customer satisfaction.

 KNOWLEDGE & EXPERIENCE

• Extensive understanding of Call Centre operations, including inbound and outbound call handling, escalation procedures, complaint resolution, and customer satisfaction metrics.
• Demonstrated experience in Quality Assurance methodologies, including performance monitoring, audits, and implementation of continuous process improvement strategies.
• Strong background in analyzing call metrics and quality trends, with the ability to synthesize data into actionable insights that support operational excellence.
• Working knowledge of standard operating procedures (SOPs) and service-level agreements (SLAs), with experience in ensuring departmental compliance and adherence to these frameworks.
• Experience in stakeholder engagement and interdepartmental coordination, particularly in relaying QA findings, training needs, and recommendations to improve team performance.
• Hands-on exposure to data reporting and performance dashboards, including development and dissemination of regular QA reports to leadership and support functions.
• Familiarity with CRM platforms and call centre technologies, including call recording systems, ticketing tools, and analytics platforms to support quality control activities.
• Proven ability to support training and coaching initiatives, ensuring alignment between QA outcomes, customer expectations, and business goals

QUALIFICATIONS

• A bachelor’s degree in relevant fields such as Business Administration, Management, Communications, statistics, or a related discipline
• Prior experience in a call centre environment, preferably in a quality assurance or customer service role. Experience with quality monitoring, auditing, or process improvement initiatives is often preferred.
• Familiarity with call centre processes, procedures, and technologies. Understanding of call centre metrics, KPIs, and quality assurance standards.
• Strong analytical skills to evaluate data, identify trends, and draw insights from quality monitoring activities.
• Proficiency in using analytical tools and software applications for data analysis is desirable.
• Ability to work collaboratively with cross-functional teams, including call centre agents, supervisors, trainers, and IT support, to implement quality initiatives and drive continuous improvement.
• Proficiency in using computer software and tools, including Microsoft Office Suite and quality management systems. Familiarity with call centre software and CRM systems is advantageous.

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Business Development Officer – Health Corporate Sales at Old Mutual Kenya

Job Description

The Business Development Officer – Health Corporate Sales will be responsible for identifying and pursuing new business opportunities in the health sector, managing relationships with intermediaries, and driving sales growth for health insurance products. This role requires a deep understanding of the health insurance market, strong sales and negotiation skills, and the ability to build and maintain long-term client relationships.

KEY TASKS AND RESPONSIBILITIES

• Conduct market research to identify new business opportunities and potential clients within the health insurance sector.
• Analyze industry trends, competitors, and customer needs to develop effective sales strategies.
• Develop and deliver sales presentations, proposals, and product demonstrations tailored to client needs.
• Collaborate with the Corporate Sales Manager to develop and implement sales plans to achieve business growth targets.
• Set sales targets, forecast revenue, and monitor performance against targets.
• Build and maintain strong relationships with intermediaries to ensure customer satisfaction and retention.
• Act as the primary point of contact for Intermediaries inquiries, issues, and feedback.
• Lead contract negotiations with clients, ensuring favorable terms and conditions for both the company and the client.
• Close sales deals and ensure all necessary documentation is completed accurately and in a timely manner.
• Work closely with the underwriting, claims, and customer service teams to ensure seamless service delivery.
• Coordinate with marketing teams to develop promotional materials and campaigns that support sales efforts.
• Maintain accurate records of sales activities, client interactions, and contracts.
• Prepare regular reports on sales performance, market conditions, and business development activities.
• Ensure all sales activities comply with relevant laws, regulations, and company policies.
• Identify and mitigate risks associated with client contracts and relationships

SKILLS AND COMPETENCIES

Competences

• Strong communication, presentation, and negotiation skills.
• Ability to build and maintain relationships with corporate clients.
• Excellent organizational and time management skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• A self-starter with the ability to work independently and as part of a team.
• Willingness to travel as needed to meet with clients.

Qualifications

• Bachelor’s degree in business administration, Marketing, or related field. A background in insurance is a plus.
• At least 3-5 years of experience in sales or business development, preferably within the health insurance or financial services sector.
• Proven track record of meeting or exceeding sales targets.

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Relationship Executive at Old Mutual Kenya

Job Description

The Old Mutual Group have an exciting opportunity for a Relationship Executive.
The Relationship Executive is responsible for providing professional guidance on policy matters, ensuring comfort and assistance of clients/intermediaries, and communicating with clients and brokers on a timely basis for relevant concerns.

KEY TASKS AND RESPONSIBILITIES

• End to end proactive management of Intermediaries and customer relationships for assigned portfolio of schemes.
• Ensure superior customer experience is always provided to intermediaries/clients while working closely with other departments.
• Track and report on delivery of OM Customer Service Charter to meet the NPS and NES targets
• Contribute to the profitable growth of the portfolio based on set annual targets through profitable retention of existing business
• Responsible for obtaining and providing correct market intelligence on renewal/Tender business to ensure it is correctly/competitively priced.
• Proactively manage and reduce all costs including cost controls for adverse performing schemes.
• Support on excess, undertakings, and premium collection.
• Adhere to all the processes, procedures and controls set parameters.
• Train and increase uptake of all automation initiatives by clients/intermediaries and having gained comprehensive understanding of the same. Demonstrate teamwork/spirit and continued personal development.
• Any other duties that may be assigned by the management.

SKILLS AND COMPETENCIES

Technical Skills:

• Health Benefit Plans Management
• Presentation & Public speaking skills
• Key Accounts Management
• Customer Servicing
• Ability to work independently in a fast-paced environment
• Highly motivated, flexible and adaptable nature.
• Good business acumen and good understanding of the market
• Self-starter who shows initiative and is able to work under minimal supervision
• Personal and professional ethics

Generic Competencies:

• Planning and Organising
• Analytical Thinking & Risk Management
• Process Discipline and Quality Orientation
• Decision Making
• Business Acumen
• Strategic Orientation
• Result Orientation
• Developing Self/Others
• Culture sensitivity on Diversity, Equity and Inclusion

KNOWLEDGE & EXPERIENCE

• 2-3 years’ experience in the insurance industry preferably in client servicing
• Experience in handling SME/Corporate clients/portfolio is a must.
• Sales experience and excellent report writing communication and interpersonal skills.

QUALIFICATIONIS & ELIGIBILITY

Required Experience

• 2-3 years’ experience in the insurance industry preferably in client servicing
• Experience in handling SME/Corporate clients/portfolio is a must.
• Sales experience and excellent report writing communication and interpersonal skills.

Educational Requirement

• University Graduate in business related degree com/Finance/Business Administration Administration-Insurance Option/Marketing/Economics
• Professional insurance qualifications – CII/COP is an added advantage
• Proficient in the use of Microsoft office suite & packages (word, excel, PowerPoint)

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Case Management Clinical Executive at Old Mutual Kenya

Job Description

To control and manage medical benefit utilization through preauthorization and case management activities and ensure quality, appropriate cost-effective care and good customer service

KEY TASKS AND RESPONSIBILITIES

• Pre-authorize scheduled and non-scheduled admissions within the set guidelines
• Negotiate/discuss professional fees as appropriate for each admission
• Set the appropriate parameters for each admission (claim reserve, initial authorized cost and duration)
• Visit all admitted clients within Nairobi region and its environ
• Liaise with Doctors on the day-to-day management of patients and obtain medical reports/ expected length of stay where indicated
• Ensure smooth discharge process and co-ordinate any necessary post-hospitalization/ step down facility care
• Revise reserves after discharge of member
• Collect feedback from admitted clients on quality and scope of service by the service provider
• Assist in carrying out verification and medical audit of claims/invoices before settlement
• Develop and maintain monthly database on admissions, large claims and extended length of stay.
• Respond to queries from clients, intermediaries and service providers
• Liaise with other medical underwriter for purposes of market surveys and development of new controls, standards and products
• Any other duty assigned by management

SKILLS AND COMPETENCIES

• Excellent communication and negotiation skills
• Excellent public relations and interpersonal relationship skills
• Extensive networking with SP and other medical insurers
• Excellent analytical and monitoring skills
• Good IT skills in database management and office systems
• Good decision making in benefit utilization management
•  High levels of integrity and honesty

QUALIFICATIONS, KNOWLEDGE & EXPERIENCE

• Diploma or Degree in Nursing                     
• Diploma in Insurance/ COP
• Degree in Health systems Management/ Business management 
• 3 years’ experience in clinical setting +2 years in insurance set up

Read More & Apply

Fixed Term – Contact Centre Clinical Executive at Old Mutual

Job Description

The Contact Centre Clinical Executive is responsible for delivering efficient, accurate, and professional customer support through multiple communication channels, including phone calls, email, and other available platforms.

KEY TASKS AND RESPONSIBILITIES

• Answer all incoming calls professionally, providing support for a wide range of enquiries
• Respond to all email enquiries and approval requests to the assigned email addresses within agreed turnaround time
• Manage evacuation and ambulance requests efficiently and promptly
• Collaborate with providers and the Case Management team to manage admissions and discharges of Old Mutual members
• Process pre-authorization requests for outpatient, dental, and optical services, ensuring quality and cost-efficiency
• Mitigating risk-ensure proper adjudication of pre authorizations / claims in line with the Old Mutual policies, e.g. enforcing of waiting periods among other terms and conditions
• Collaborate with providers and clients to identify cost-effective options and implement key initiatives that maximize value for our members
• Offer detailed and accurate information about Old Mutual’s provider network, policy terms, and available services
• In conjunction with Smart applications resolve smart access issues raised at the point of service
• Maintain accurate and timely documentation of all interactions and services provided
• Escalate / liaise with claims/ care teams on any issues which require further consultation
• Participate in all required training sessions and departmental meetings.
• Perform general contact centre duties, including customer surveys, social media, and email management
• Performs all other tasks as assigned by the Contact Center Manager or the Quality Assurance Supervisor

SKILLS AND COMPETENCIES

• Communication Skills: Clear, concise, and courteous verbal and written communication
• Problem Solving: Able to assess issues quickly and take appropriate action or escalate where necessary
• Attention to Detail: Ensures accuracy in processing requests and documenting interactions
• Teamwork and Collaboration: Works effectively with internal teams (e.g. BPU, Relationship managers, case management, claims), Intermediaries and external service providers
• Customer Service Excellence: Demonstrates professionalism, empathy, and efficiency in all client interactions
• Technical skills: Proficiency in handling contact centre systems (e.g., telephony, CRM platforms, email management tools)

KNOWLEDGE & EXPERIENCE

• Strong understanding of clinical guidelines, healthcare processes, and insurance policy application.
• Knowledge and experience in customer experience delivery.

 QUALIFICATIONS

• Bachelor’s Degree or Diploma in Clinical Medicine, Nursing, or a related healthcare field.
• Diploma or certification in Insurance Proficiency is an added advantage.

Read More & Apply

Business Development Officer at Old Mutual

Job Description

Reporting to the Corporate Sales Manager, the incumbent will assist in responding to quotation requests, developing prospects into new business, recruiting brokers, and aggressive market engagements so as to promote growth while ensuring amicable mutually beneficial business relationship with our clients.

KEY TASKS AND RESPONSIBILITIES

• Management of the Distribution Channels to ensure;
• Increase in the number of brokers under the distribution channel
• Attain product revenue targets
• Ensure profitability of the relevant product at appropriate cost levels
• Ensure effective internal controls, policies, and procedures are in place
• Establish and cultivate relationships with brokers
• Managing an efficient sales cycle (sales pipeline)
• Ensure that proper management of accurate, quality, and timely business reports
• Monitor cash & carry policy to ensure that all premiums are paid upfront
• Manage IPF business in liaison with the finance team
• Manage and attend brokers’ meetings
• Ensure timely completion and resolution of brokers’ inquiries
• Prepare and ensure implementation of BD activity reports
• Assist in development and implementation of new products
• Maintain effective business relationships to ensure effective delivery of service

 SKILLS AND COMPETENCIES

• Entrepreneurial Spirit
• Market Awareness
• Ownership & Commitment
• Customer Focus
• Excellent communication & interpersonal skills. 
• Time management & Negotiation skills
• Business Planning & Implementation
• Passionate and results driven.
• Able to work with minimum supervision

KNOWLEDGE & EXPERIENCE

• Technical Knowledge
• At least 3 years’ experience

QUALIFICATIONS

• A business-related degree from a recognized university  
• Progress towards ACII/AIIK or equivalent

Read More & Apply

Underwriter Job Opportunity at Old Mutual

Job Description

• Enforce underwriting controls including on-boarding, certificates, booking of business, and documentation.
• Implement underwriting guidelines, process, and procedure to ensure quality underwriting and business.
• Ensure profitability of the department through quality control and on-boarding
• Quality documentation timely turn around – TAT and Excellent customer service and retention support.

KEY TASKS AND RESPONSIBILITIES

• Enforce underwriting controls
• Ensure compliance with underwriting guidelines and Standard Operating Procedures
• 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
• Review and dispatch of notices and documents
• Ensure that work is done within the set standards of service and TAT
• Prepare relevant reports for management and departmental consumption
• 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

KNOWLEDGE & EXPERIENCE

• 1 year and above  

QUALIFICATIONS

• Degree in business related course preferably in insurance
• ACII / AIIK would be an added advantage

Read More & Apply

Call Centre Agent at Old Mutual

Job Description

To deliver high-quality, end-to-end customer support within the 24/7 Contact Centre by managing inquiries, claims registration, and service coordination efficiently. The role is central to ensuring seamless customer experience, operational efficiency, and timely claims resolution across all touchpoints.

KEY TASKS AND RESPONSIBILITIES

• Efficient and timely registration of claims and follow-up on pending documentation
• Coordinate assessor appointments, facilitate windscreen claims processing, and arrange courtesy car issuance
•  Process service provider invoice settlements and perform statement reconciliations based on assigned accounts
• Deliver 24/7 support for roadside assistance and rescue services
• Provide front-line support at assessment centres
• Accurately capture claim details in the FLIP system
• Assess new claims, ensure reserve accuracy, and assign appropriate service providers
• Address and resolve customer complaints, feedback, and inquiries effectively
• Provide timely updates on claim status
• Professionally handle all incoming calls, maintaining a high standard of customer service
• Escalate complex issues to relevant departments for resolution
• Support additional functions such as social media handling, email correspondence particularly on call centre claims & service providers mailbox, and customer feedback surveys
• Execute any other tasks as assigned by the Call Centre Manager
• Offer product and service information to customers as required

SKILLS AND COMPETENCIES

• Proficiency in MS Office applications (Excel, Word, Outlook)
• Strong analytical skills with the ability to interpret data and generate actionable insights
• Excellent verbal & written communication abilities
• Consistent demonstration of professionalism and customer-centric behaviour
• Competence in claims communication, customer follow-up, and constructive feedback
• Demonstrated organizational awareness, time management, and interpersonal skills
• High standards of professional etiquette and emotional intelligence
• Team collaboration and responsiveness to dynamic operational needs.

KNOWLEDGE & EXPERIENCE

• Proven experience in a customer service or call centre environment, preferably in insurance or financial services
• Solid understanding of end-to-end call centre workflows, including claims processes, customer handling protocols, and service-level expectations
• Familiarity with claims management systems such as FLIP or other policy administration platforms
• Working knowledge of contact centre metrics (e.g., AHT, FCR, NPS) and key performance indicators (KPIs)
• Ability to handle high call volumes while maintaining service quality and professionalism
• Experience in coordinating with multiple departments and stakeholders for issue resolution
• Knowledge of escalation procedures, complaint resolution, and customer experience management
• Adept at using CRM tools, call monitoring systems, and reporting dashboards
• Exposure to regulated environments with an understanding of compliance expectations, including KYC and data protection

QUALIFICATIONS

• Bachelor’s degree in business administration, Communications, Insurance, or a related field
• Diploma in Insurance (AIIK) – an added advantage
• Proficiency in computer applications and call centre platforms
• Experience working with CRM systems and email management tools

Read More & Apply

Customer Service Officer – Kisumu Branch at Old Mutual Kenya

Job Description

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 onboarding.

Quality documentation timely turn around – TAT and.

Excellent customer service and retention support.

KEY 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
• The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action

SKILLS AND COMPETENCIES

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

QUALIFICATIONS (Academic, Professional, Experience)

Qualifications:

• Degree preferably insurance.

Experience:

• 1 year and above.  

Read More & Apply

Sales/Branch Manager – Machakos Branch at Old Mutual Kenya

Job Description

To manage the Branch performance and be accountable for the profit and loss account by ensuring that the set targets in revenue, loss ratio, and expenses ratio are achieved within the set period and in full compliance with the company’s policies and procedures.

KEY TASKS AND RESPONSIBILITIES

1.Strategy, Branch Profitability & Performance

• Drive Growth & Profitability: Develop and execute sales strategies to drive new and renewal business for General Insurance (GI) and Medical. Ensure profitability by managing loss ratios, expense ratios, and operational efficiency.
• Strategic Planning: Formulate and execute long-term and short-term strategic plans for the branch in alignment with the company’s strategic objectives.
• Revenue Management: Chair weekly revenue and renewal meetings, setting clear goals for the branch and reviewing performance regularly to ensure targets are met.
• Credit Management: Implement and enforce the company’s credit policy by
• managing premium collections and prudent branch debtors management.

2.Sales Force & Client Management

• Recruitment & Training: Select, interview, recruit, and train
• Unit Managers,
• Business Development Officers, and
• Direct Sales Force (tied agents) to build a high-performing sales team.
• Sales Target Setting & Monitoring: Set annual sales targets for Unit Managers, Direct Sales Force, and track performance monthly. Share progress reports with the Head of Retail and Branch Business.
• Client Relationship Management: Oversee the management of direct clients and intermediaries, ensuring their needs are met and fostering long-term relationships.
• Motivation & Retention: Develop and implement rewards programs to motivate the Direct Sales Force, ensuring high productivity and retention of top performers.
• Develop and execute a robust customer and agents’ engagement plan: through daily visitation plans, customer solution presentations, hosting agents’ trainings, and appreciation meetings among others.

3.Compliance, Control & Risk Management

• Risk & Control Management: Ensure strict adherence to risk control and self-assessment checklists. Implement compliance measures across the branch, especially in underwriting, credit management, and distribution.
• Intermediary Compliance: Ensure all intermediaries meet regulatory and internal compliance requirements before onboarding.

4.Customer Experience & Service

• Customer Service Oversight: Supervise and guide the Branch Customer Service Officer, setting objectives to achieve excellent customer experience and satisfaction.
• Timely Quotation Delivery: Ensure quotations are delivered within the agreed turnaround times (TATs) to meet customer expectations.

5.Marketing, Promotion & Business Development

• Product Marketing: Actively contribute to the execution of the company’s marketing and communication plans, including promoting insurance products within the branch’s region.
• Regional Activities & Sustainability: Identify and recommend regional sustainability
• initiatives and CSR activities that align with the company’s vision.
• New Business Development: Actively seek out new business opportunities within the
• branch’s region to expand the portfolio.
• Supporting the Old Mutual Group Integrated Financial Services strategy: by collaborating with other Lines of Business within the group (Life, Investment, and Banking) to drive customer and revenue growth through actively seeking of cross- selling opportunities.

6.Branch Operations & Administration

• Asset & Facility Management: Oversee all administrative functions of the branch and ensure proper maintenance and security of company assets.
• Operational Efficiency: Ensure smooth operations by optimizing workflows, resource allocation, and staff performance within the branch.
• Weekly Operations Meeting: Chair and lead weekly branch meetings to review branch performance and address operational challenges.

7.Claims Liaison & Complaints Resolution

• Claims Management: Act as a liaison between customers and the claims department, ensuring smooth claims processing and timely resolution of issues.

SKILLS AND COMPETENCIES

• Aligns Execution – Planning and prioritizing work to meet commitments aligned with organizational goals.
• Manages Complexities and volatilities – Making sense of volatile, complex, high- volume, and sometimes contradictory information to effectively solve problems.
• Builds Effective and High-performing Teams – Building strong teams that apply their diverse skills and perspectives to achieve common goals.
• Ensures Accountability – Holding self and others accountable for meeting commitments.
• Business Insight – Applying knowledge of business and the marketplace to advance the
• organization’s goals.
• Strategic Vision – Seeing ahead to future possibilities and translating them into breakthrough strategies.
• Drives Results – Consistently achieving results, even under tough circumstances.
• Customer Focus – Provides cautious, timely, and helpful service to encourage client loyalty.
• Engages & Inspires – Creating a climate in which people are motivated to do their best to help the organization achieve its objectives.
• Instils Trust – Gaining the confidence and trust of others through honesty, integrity, and authenticity
• Cultivates Innovation – Creating new and better ways for the organization to be successful.

KNOWLEDGE & EXPERIENCE

• At least 6 years of experience in a busy sales environment within the insurance sector
• Proven track record of driving exceptional performance in insurance sales management, consistently surpassing revenue targets and optimizing team productivity.
• Sales and Marketing acumen.

QUALIFICATIONS

• Business Related Degree
• ACII or Insurance Qualifications.

Read More & Apply

Business Development Officer – Corporate Office at Old Mutual Kenya

Job Description

Delivery of the budget for both Grow Corporate Life Business Sales through brokers, independent agents, tied agents and direct sales.

Follow up competitiveness of proposals sent out

KEY TASKS AND RESPONSIBILITIES

• Delivery of Budget – Ensure the set budget for Group Life, Group Credit Life, Group Last Expense and Group Critical Illness is realized for year.
• Market Intelligence – Obtain market information in respect of corporate business and ensure the information is used for product improvement so that our product offering remain relevant and continue to meet customer expectations
• Proposals of follow up: Ensure proposals are delivered within the agreed timelines
• Driving business and ensuring sustained growth, focusing on achieving/ surpassing sales targets
• Expanding business reach and proactively creating new sales leads/ opportunities
• Constantly interacting with prospects and maintaining cordial business relationship with key clients
• Expanding channel business by sourcing new partners as well as maintaining efficient business relationships with existing partners to enhance growth of business operations
• Handling high value sales, addressing minor details and identifying areas of improvements in customer service
• Undertaking business case assessment to enhance channel sale relations, as well as assessing and evaluating new products
• Managing an efficient sales cycle (sales pipeline) and value based service cycle through use of CRM to drive the following business goals: – Identify Target customer
• Meeting to determine needs
• Client acquisition
• Account Service Plan – client/intermediary visits, policy documentation, credit control, claims management, SLA’s etc
• Ensure that proper management of accurate, quality and timely business reports
• Monitor competitor activity and advise the business on opportunities/threats that are presented by such activities

SKILLS AND COMPETENCIES

• Decision Making
• Initiating Action
• Business Development, Key Accounts Management, Contractual Evaluation & Negotiation
• Setting Strategies/ Sales Target, Clientele Development, Sales Management
• Coordination, Competitor Analysis
• Product Management, Customer Care
• Vendor Management
• Communication & Interpersonal, Leadership, Analytical Thinking Skills

KNOWLEDGE & EXPERIENCE

• Technical Knowledge,
• At least 3 years’ experience

QUALIFICATIONS

• Bachelor degree Marketing, Commerce or Business Administration
• Sales experience
• Employee Benefits training and experience will be an added advantage

KEY RESULT AREAS & PERFORMANCE INDICATORS

• Meeting set revenue targets measured periodically
• Timely delivery of proposals and quotations
• The amounts of new revenue placed through targeted distribution channel partners.
• Debtor days for Distribution Channel partners
• Expense controls for Profitability of accounts placed
• The number of suggested new solutions to clients and distribution channel partners
• Timely periodical reports to seniors

ANTI-MONEY LAUNDERING (AML) EXPECTATION

• The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

Skills

• Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling

Competencies

• Builds Networks
• Business Insight
• Collaborates
• Communicates Effectively
• Customer Focus
• Demonstrates Self-Awareness
• Develops Talent
• Drives Results

Education

• NQF Level 7 – Degree, Advance Diploma or Postgraduate Certificate or equivalent

Read More & Apply

Faulu MFB – Analyst Transaction Monitoring at Old Mutual

Job Description

Reporting to the Manager, Reconciliation and Transaction Monitoring, the Transaction Monitoring Analyst is responsible for the day-to-day operation, monitoring, and continuous improvement of Mulika tool; Faulu Microfinance Bank’s real-time transaction monitoring and behavioural analytics platform. The role sits within Shared Services and serves as the operational backbone of the Bank’s fraud detection and transaction surveillance capability.
The analyst will monitor transaction velocity, customer behavioural patterns, employee transaction anomalies, digital access events, and risk-destination transactions across all banking channels in real time. The role requires close collaboration with ICT, Risk & Compliance, Finance Operations, and Customer Experience teams to ensure that fraud alerts are investigated promptly, exceptions are resolved within defined SLAs, and the Mulika platform is continuously tuned to reflect emerging fraud typologies and regulatory requirements.

KEY TASKS AND RESPONSIBILITIES

KEY MEASURABLE GOALS

• Real-time fraud alert detection rate (Mulika)
• Transaction velocity anomaly detection rate
• Alert investigation TAT (Tier 1 review)
• Escalation TAT (unresolved Tier 1 alerts)
• False positive rate management
• System downtime detection accuracy (Mulika)
• Dashboard and reporting accuracy
• AML / KYC compliance adherence

KEY RESPONSIBILITIES

• Operate and monitor the Mulika real-time transaction monitoring platform on 24/7 shifts, reviewing alerts generated across all banking channels including mobile banking, USSD, agency banking, cards, and core banking
• Investigate and assess Mulika alerts including transaction velocity anomalies (SS-001 to SS-006), unusual customer transactions (UTc01), unusual employee transactions (UTe), risk-destination transactions (RDc01), unusual digital activity (UAd), and four-eyes bypass events

• Conduct first-line investigation of all fraud alerts, documenting findings, assigning risk ratings, and escalating confirmed or suspected fraud events to the Manager and Risk & Compliance within defined SLAs
• Maintain and update fraud case records in the case management system, ensuring complete documentation of investigation steps, evidence, and outcomes
• Participate in rule parameterization and threshold tuning, recommending adjustments to detection rules based on observed alert patterns, false positive rates, and emerging fraud typologies
• Build and maintain customer and employee transaction behavior baselines using Mulika analytics, identifying normal patterns against which anomalies are detected
• Maintain and operate the Mulika monitoring dashboards, ensuring data accuracy, timely refresh, and correct visualization of fraud alerts, transaction trends, and system performance metrics
• Support the development of customized reports and Power BI visualizations for the generation of daily, weekly, and ad-hoc fraud and transaction monitoring reports for the Manager, Shared Services leadership, and Risk & Compliance, including alert volumes, investigation outcomes, escalation rates, and KPI performance
• Validate dashboard outputs against source data and system logs, reporting any discrepancies to ICT and the Manager immediately
• Partners: Liaise with Meliora Technologies and other technology vendors on platform performance, rule updates, and system enhancements as directed by the Manager
• Collaboration: Work with ICT, Risk & Compliance and Customer Experience teams to ensure cross-functional fraud risks are properly identified, communicated, and resolved

2. SKILLS, KNOWLEDGE & COMPETENCIES

Knowledge Skills 

• Sound understanding of transaction monitoring systems, fraud detection methodologies, and behavioural analytics platforms, specifically in a banking or financial services context
• Working knowledge of banking payment channels including mobile money, USSD, agency banking, card (PIN & Chip, Magstripe, CNP), RTGS, EFT, and core banking systems
• Proficiency in data analytics and reporting tools — Power BI, SQL, and Advanced Excel are essential; experience with SIEM or fraud management platforms is an advantage
• Understanding of reconciliation processes, suspense account management, and exception handling across multi-channel payment environments
• Familiarity with AML typologies, KYC requirements, and CBK regulatory expectations for transaction monitoring and fraud reporting

Competencies Required 

• Ability to interrogate large volumes of transactional data, identify patterns, distinguish genuine anomalies from noise, and draw well-evidenced conclusions
• Precision in alert review, case documentation, and report preparation; errors in fraud investigation have direct financial and regulatory consequences
• Ability to make sound first-line decisions on alert triage and escalation within tight SLAs, without sacrificing accuracy
• Clear written and verbal communication for case documentation, escalation reporting, and cross-functional coordination with ICT, Risk, and CX teams
• Takes ownership of assigned alerts and investigation queues; proactively follows up on open cases and flags blockers to the Manager promptly
• Actively contributes to rule refinement, threshold tuning, and process improvement within the Mulika monitoring framework

3. QUALIFICATIONS & EXPERIENCE

Education 

• Bachelor’s degree in Information Technology, Computer Science, Statistics, Finance, Economics, or a related field

Professional Qualifications 

• Certification in AML/fraud risk: ACAMS, CFE (Certified Fraud Examiner), or equivalent are an advantage but not a requirement
• Power BI certification or equivalent data visualization qualification is an advantage

Experience

• Minimum 2 years’ experience in a banking operations, transaction monitoring, fraud operations, reconciliations, or financial crime compliance role

Read More & Apply

Faulu MFB – Reconciliation Analyst at Old Mutual

Job Description

The role holder is responsible for reconciliation of bank and customer accounts. He/she will be expected to co-ordinate with various stakeholders to ensure adherence to processes and prepare reconciliation status reports. He/she also interacts with internal and external stakeholders and understand user department requirements in addition to ensuring that they appreciate the importance of the reconciliation process as a control measure aimed at safeguarding bank assets from potential losses.

KEY TASKS AND RESPONSIBILITIES

KEY MEASURABLE GOALS

• Cost – Reduction of cost and promoting efficiency. 
• Quality – Accuracy in processing and embedding continuous improvement. 
• Delivery Speed – Enhanced TAT in processing and minimizing delays. 
• Delivery Flexibility – Parameterization of solutions and better innovations. 
• Controls – reduction and minimizing risk in operations. 
• Team Performance & Engagement 

KEY RESPONSIBILITIES

• Collate data from bank accounts, analyse the same for reconciliation, check for variances and ensure to notify the relevant stakeholders for resolution
• Engage managers and other stakeholders within user departments to co-ordinate reconciliation related activities
• Collate, analyze data, identify anomalies and ensure relevant rectifications are made by the user department
• Responsible for timely completion of reconciliation of all assigned accounts as per defined timelines
• Prepare and organize supporting documentation for reconciliations as provided by impacted department on own initiatives
• Ensure processing of rectification entries within thresholds allowed as per policy
• Handle branch queries / guide on recon requirements
• Take initiative on resolution of issues / dependencies with concerned people (Branch Managers / Unit heads) and follow through to logical closure and within acceptable timelines
• Track and monitor reconciliation activities both in Branches and Head office (Finance, Human Resources
• Credit Division, Bancassurance, Treasury Operations, Cash operations)
• Develop understanding of related processes and inter-dependability between teams, have broad understanding of underlying data structures and end to end processes
• Prepare status/ summary reports (matrix reports) for internal circulation
• Envision scope for more effective performance of prescribed responsibilities through enhancements, technical or otherwise.
• Resolve concerns raised by team / escalate at appropriate levels

SKILLS, KNOWLEDGE & COMPETENCIES

Knowledge Skills 

• Knowledge of Bank Reconciliation
• Knowledge of general accounting practices and principles
• Knowledge of Bank Reconciliation
• Knowledge of general accounting practices and principles
• Excellent communication skills – both oral and written
• Excellent work ethics and research skills coupled with the ability to handle multiple assignments
• Good people management skills, conflict resolution skills

Competencies

• Excellent communication skills – both oral and written
• Excellent work ethics and research skills coupled with the ability to handle multiple assignments
•  Good people management skills, conflict resolution skills
• Ability to prioritize & multitask successfully to ensure deadlines are met
• Effective team player ensuring the team goals are achieved through collaboration

QUALIFICATIONS & EXPERIENCE

• Bachelor’s degree in business administration, Finance, Accounting or related fields
• Professional Certification in Accounting such as CPA or ACCA

ANTI-MONEY LAUNDERING (AML) EXPECTATION

• The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

Skills

• Action Planning, Client Management, Computer Literacy, Database Administration, Desktop Publishing (DTP), Executing Plans, Management Reporting, Network Administration, Numerical Aptitude, Office Systems, Oral Communications, Policies & Procedures, Report Review, Resource Scheduling

Competencies

• Collaborates
• Communicates Effectively
• Drives Results
• Ensures Accountability
• Plans and Aligns
• Tech Savvy

Education

• NQF Level 3 & NQF Level 2 – Below school leaving

Read More & Apply

Faulu – Business Growth and Development Manager at Old Mutual Kenya

Job Description

Working closely with the Area Manager, formulates and implements the overall business strategy for the branch while assessing the business opportunities to grow quality portfolio. Drive digital and agency banking adoption and bancassurance, through client acquisition, retention and strong relationship management. Manage the branch and offer leadership to staff, remote sales team and sales consultant in formulation and implementation of business growth and development strategies at the branch. The job holder is expected to aggressively drive the branch’s growth and profitability targets by identifying, developing and maintaining profitable relationships with customers.

1. KEY TASKS

• Business Growth & Development
• Relationship Management, customer service & retention
• Branch strategic alignment
• Leadership & People Management-Growth, retention and development of motivated and high performing teams
• Risk & Compliance
• Brand visibility & Marketing
• Branch Operations
• Cost Management

2. KEY RESPONSIBILITIES

Branch Strategic Alignment

• Develop and implementing branch business initiatives and turnaround strategy in line with Faulu business strategies for performance of branch growth and profitability
• Lead business growth and development of the branch, agencies and other alternative service outlets attached to the branch
• Drive sales of all products and services at branch level through offering leadership and motivation to the sales team, sales drives, liaison with key relationships and stakeholders
• Initiate, nurture and ensure profitable business relationship and Partnerships with the customers, community and government structures while Developing business opportunities in line with the Bank’s long-term strategy and annual business plans and
• Always keep up with changing customer needs, competitors to ensure that the Bank remains competitive and promptly reacts to changing market conditions and customer needs
• Responsible for growth quality Branch’s Business portfolio; Assets and Liabilities to constantly achieve income, quality and portfolio growth targets
• Responsible for customer growth and retention through quality client recruitment, onboarding, cross selling of products and excellent customer relationship management in alignment with bank’s targets and monitor business’s

Brand visibility & Marketing

• Adopt strategic marketing by always developing a competitive advantage into the dynamic marketplace and leveraging on Faulu’s distinctive capabilities to drive value.
• Promotion of Faulu’s brand visibility and image: Being the Key liaison point with the community, participate in community affairs to increase the company’s visibility and to enhance new and existing business opportunities
• Liaising with the business unit leaders, Marketing and Products development team, to review existing products for fit and alignment with changing customer needs, to recommend improvement or changes as at when necessary
• Strategically position Faulu as a Trader’s Bank through consistent messaging to current and potential clients
• Ensure proper allocation and display of merchandising materials in accordance with marketing and bank’s guidelines.

Leadership and People Management

• Manage and lead the branch team in achieving/ surpassing the set business targets through setting smart performance targets for direct reports, providing regular feedback and guidance through coaching and mentorship
• Development of a high performing team at branch level through training, mentorship, and special assignments
• Put in place a proper succession plan by constantly developing capabilities within the team, mentoring and coaching the identified successors
• Responsible for Human Capital function at the branch and constantly consults with HC for clarity on day-to-day interpretation of the HR policy and procedures.
• Effectively track team members’ participation and uptake of personal development programs provided by the Bank such as internal and external training and development opportunities to track staff development
• Ensures adherence to Faulu Human Capital policies and procedures and adherence to laid down grievance and disciplinary procedure to ensure a conducive work environment.
• Responsible for to enhancement of staff motivation, engagement through unique staff recognition initiatives at the branch

Cost Management

• Lead in optimal utilization of people, financial and technical resources within the branch
• Budget planning continuous evaluation of branch financial performance against budgets through proper cost management and continuous budget planning and taking remedial actions where necessary

Relationship Management, customer service & retention

• Provide superior level of customer relationship management and promote the customer retention, sales and service culture

Branch Operations

• Observe branch opening and closing procedure as per CBK requirement
• Ensures total adherence health and safety requirements, through continuous monitoring of systems, procedures and workflows, and taking corrective action when necessary
• Responsible for all Branch security procedures including branch opening and opening procedures, camera surveillance and maintenance, video monitoring, robbery and fire drill procedures.
• Ensures there is no breach of branch cash limit in adherence to the regulator’s guidelines

Audit, Risk and Compliance

• Chair the Branch Credit Committee and ensure compliance to Credit policy & procedures
• Monitor and ensure 100% compliance to all the company policies, processes, procedures and other controls
• Enhance the appropriate controls and monitoring mechanisms for the development of high-quality lending
• Ensure full compliance with Central Bank of Kenya guidelines and appropriate provisions of the Microfinance with respect to lending
• Ensuring full compliance to the occupational Health and safety (OHS) and Environmental Social Management (ESM) policy and procedure in day-to-day branch business

3. SKILLS, KNOWLEDGE & COMPETENCIES

• Business Strategy Implementation skills
• Good presentation skills
• People management skills
• Excellent data entry and typing skills.
• Sales / Marketing skills
• Financial analytical skills
• Customer service skills
• Strong communication and negotiation skills
• Strong relationship management skills

Competencies Required

• Excellent interpersonal skills
• Proven sales and business growth capability
• Aggressive and self-driven and able to work with minimal supervision
• Demonstrated Leadership Capability
• Proven decision making and problem-solving capability
• Team leader/player
• Ability to offer mentorship support preferred

4. QUALIFICATIONS & EXPERIENCE

• Bachelor’s degree in a business-related field from a recognized university

Additional Qualifications/Experience (Preferred, Not A Requirement)

• Advanced training in Business Management.
• Master’s in business or related field preferred
• 6 years of experience with at least 3 years managerial experience with proven track record for delivery of superior results
• Experience in lending /credit
• Experience in MFI or financial institutions

Read More & Apply

Integrated Financial Advisor at Old Mutual

About the Role

As a Financial Advisor at Old Mutual, you’re building your own business within a trusted brand. At its core, this role is about creating opportunities, building relationships, and converting them into long-term clients.

You’ll spend a significant part of your time reaching out to potential clients, understanding their financial needs, and guiding them towards solutions that help them grow and protect their wealth.

This is not just about selling financial products. It’s about helping people and families build wealth, make better financial decisions – how they save, invest, protect their income, and plan for the future.

You’ll act as a trusted partner, breaking down complex financial concepts into simple, meaningful conversations that clients can relate to and act on.

At the same time, this is a performance-driven sales role. The people who succeed are those who stay consistent, take ownership of their results, and keep going even when outcomes take time. It requires energy, resilience, and a strong internal drive to build something meaningful over time.

If you’re passionate and intentional about building a long-term career in Insurance and Financial Services, enjoy connecting with people, and are motivated by both impact and income, this role will give you the platform to thrive.

1. What You’ll Be Responsi​ble For

• Understand people first – You’ll hold meaningful conversations with clients to understand their goals, lifestyle, income, and financial priorities, going beyond surface-level needs to uncover what truly matters to them.
• Guide smart financial decisions – Based on what you learn, you’ll recommend investment and insurance solutions that are practical, relevant, and aligned to each client’s goals – not just generic products.
• Simplify finance for everyday people – You’ll take complex financial concepts and break them down into simple, clear insights that clients can easily understand and confidently act on.
• Stay informed and relevant – You’ll continuously learn about market trends, new products, and industry changes so that your advice remains timely, credible, and valuable.
• Build long-term relationships – This is not a one-time interaction; you’ll keep in touch with clients, review their progress, and support them through different life stages and financial decisions.
• Grow your own client base – You’ll actively look for new opportunities through referrals, networking, and personal initiative, building a pipeline that reflects your effort and ambition.
• Deliver with professionalism – From documentation to compliance and follow-ups, you’ll ensure every interaction is handled accurately, ethically, and in line with industry standards.

2. What Success Looks Like

• You build a growing portfolio of clients who trust your advice and keep coming back
• Your clients understand their financial decisions and take action with confidence
• You consistently meet or exceed your targets through disciplined effort
• You become known for clarity, reliability, and delivering real value
• Your income and career growth reflect your performance and consistency

3. What Will Set You Apart

• You have a genuine passion for building a career in insurance and financial advisory
• You take time to truly understand people, not just close a sale
• You can translate financial concepts into everyday language that anyone can relate to
• You show up consistently, even on tough days, and stay disciplined in your efforts
• You leverage digital tools and social platforms to build your presence and connect with clients
• You approach your work with an ownership mindset, treating it like your own business

4. Where People Struggle (If You’re Not Careful)

You will struggle;

• If you wait for opportunities instead of actively finding and creating them, progress will be slow
• If you take rejection personally and don’t build resilience, it can quickly become discouraging
• If you don’t stay organized or follow up consistently, you may lose trust and potential business
• If you focus only on selling instead of helping, clients will struggle to trust your intentions

5. This job is for you if;

Trusted job sources

• You are hungry to build a meaningful career, not just get a job
• You have a strong interest in insurance, financial services, and helping people make better money decisions
• You enjoy connecting with people and building long-term relationships
• You are self-driven, energetic, and motivated by growth and results
• You are open to learning and improving, especially in finance, communication, and sales
• You are comfortable working in a target-driven environment where effort directly impacts outcomes
• You are digitally aware and understand how technology can enhance customer experience

6. How We’ll Support You to Succeed

• You’ll go through structured training programs that build your knowledge in insurance, investments, and financial planning
• You’ll receive ongoing coaching and mentorship to help you navigate challenges and improve performance
• You’ll have access to tools, systems, and digital platforms that make your work more efficient and impactful
• You’ll see a clear career growth pathway, including opportunities to step into leadership or build your own practice
• You’ll be part of a culture that values learning, resilience, and continuous development

7. What We’re Looking For (Qualifications)

• A Diploma or Bachelor’s degree in Business, Finance, Marketing, or a related field—or equivalent practical experience
• 0 –1 year experience in a customer-facing or sales environment, where you’ve interacted directly with people
• Strong communication and interpersonal skills, with the ability to engage and influence others
• A clear interest in building a career in insurance or financial advisory
• A willingness to learn quickly, adapt, and grow in a performance-driven role

Read More & Apply

Senior Actuarial Valuations Specialist at Old Mutual

Ensure provision of Actuarial Services to Old Mutual Assurance Kenya by working closely with the Business Entities and other Group Functions to meet their needs. This includes reserving, pricing, product reviews, experience reviews and solvency and capital management

Conduct accuracy checks, and analyses data to draw conclusions and make recommendations

Ensure accuracy of the results and adherence to standards, regulations and best practices.

Generate actuarial reports on various technical issues to Management.

1. Key Tasks and Responsibilities

• Technical Actuarial Support: Conduct and/or review internal actuarial liability valuations, analysis of profitability/surplus, calculation and analysis of embedded value using Prophet and other tools provided
• Support with the appointed actuary’s reports and collaborate with the appointed actuary to produce the Financial Condition Report
• Product Profitability Review: Perform profitability analysis, experience analysis, and other relevant actuarial investigations to inform business decisions
• Solvency and Capital management: Carry out solvency computation for the entity on the various solvency regimes reported by the business including any required solvency stress tests
• Financial Modeling: Assist with financial modeling of business scenarios/projects to inform business decision making
• Strategy and Business Planning Support: Assist with business planning financial projections and solvency projections and perform stress and scenario analysis on the plan numbers
• Reinsurance Support: Carry out a reinsurance analysis to explore ways to optimise reinsurance arrangements
• Reporting and Documentation: Support in the preparation of reports and presentations to management and boards

• Risk Management support: Assist the business units and risk officer in identifying, quantifying and monitoring risks (insurance, market, credit risks etc.) where appropriate
• Investment Strategy support: Support to develop/formulate appropriate investment strategies and/or review and monitor the adherence to mandates
• Learning and development: Support the actuarial analyst team with learning of the actuarial concepts, methodology and reporting value chain
• Business Partnering to support effective business decisions, meeting company objectives and optimising capital/risks
• Other reasonable duties that may be assigned by management

2. Skills and Competencies

• Analytical Skills
• Business Awareness
• Communication and Presentation skills
• Good interpersonal skills
• Ability to prioritize and work on a wide range of deliverables at once
• Working under minimal supervision
• Proficiency in Microsoft Office

3. Knowledge and Experience

• Strong actuarial technical skills
• Extensive experience with IFRS17 concepts and reporting
• Expert knowledge on reserving softwares preferably Prophet
• Strong analytical skills
• Strong programming skills
• Knowledge of insurance regulations.

4. Qualifications

• Bachelor of Actuarial Science or other related finance or mathematics degree
• Minimum 8 years actuarial experience
• Actuarial Knowledge: Nearly qualified or qualified actuary, 10 papers and above

Read More & Apply

Contact Centre Clinical Executive at Old Mutual

Job Description

The Contact Centre Clinical Executive is responsible for delivering efficient, accurate, and professional customer support through multiple communication channels, including phone calls, email, and other available platforms.

1. KEY TASKS AND RESPONSIBILITIES

• Answer all incoming calls professionally, providing support for a wide range of enquiries
• Respond to all email enquiries and approval requests to the assigned email addresses within agreed turn around time
• Manage evacuation and ambulance requests efficiently and promptly
• Collaborate with providers and the Case Management team to manage admissions and discharges of Old Mutual members
• Process pre-authorization requests for outpatient, dental, and optical services, ensuring quality and cost-efficiency
• Mitigating risk-ensure proper adjudication of pre authorizations / claims in line with the Old Mutual policies, e.g. enforcing of waiting periods among other terms and conditions
• Collaborate with providers and clients to identify cost-effective options and implement key initiatives that maximize value for our members
• Offer detailed and accurate information about Old Mutual’s provider network, policy terms, and available services
• In conjunction with Smart applications resolve smart access issues raised at the point of service
• Maintain accurate and timely documentation of all interactions and services provided
• Escalate / liaise with claims/ care teams on any issues which require further consultation
• Participate in all required training sessions and departmental meetings
• Perform general contact centre duties, including customer surveys, social media, and email management
• Performs all other tasks as assigned by the Contact Center Manager or the Quality Assurance Supervisor

2. SKILLS AND COMPETENCIES

• Communication Skills: Clear, concise, and courteous verbal and written communication
• Problem Solving: Able to assess issues quickly and take appropriate action or escalate where necessary
• Attention to Detail: Ensures accuracy in processing requests and documenting interactions
• Teamwork and Collaboration: Works effectively with internal teams (e.g. BPU, Relationship managers, case management, claims), Intermediaries and external service providers
• Customer Service Excellence: Demonstrates professionalism, empathy, and efficiency in all client interactions
• Technical skills: Proficiency in handling contact centre systems (e.g., telephony, CRM platforms, email management tools)

4. KNOWLEDGE & EXPERIENCE 

• Strong understanding of clinical guidelines, healthcare processes, and insurance policy application
• Knowledge and experience in customer experience delivery

5. QUALIFICATIONS 

• Bachelor’s Degree or Diploma in Clinical Medicine, Nursing, or a related healthcare field. ✓ Diploma or certification in Insurance Proficiency is an added advantage

6. ANTI-MONEY LAUNDERING (AML) EXPECTATION

The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

Skills

Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Education: NQF Level 3 & NQF Level 2 – Below school leaving

Closing Date: 01 April 2026 , 23:59

Read More & Apply

Underwriting Assistant – Fixed Term at Old Mutual

Job Description

Enforce underwriting controls including on-boarding, certificates, booking of business, and documentation.

Implement underwriting guidelines, process, and procedure to ensure quality underwriting and business.

Ensure profitability of the department through quality control and onboarding

Quality documentation timely turn around – TAT and Excellent customer service and retention support.

Key Responsibilities

• Enforce underwriting controls.

• Ensure compliance with underwriting guidelines and Standard Operating Procedures.
• 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.
• Review and dispatch of notices and documents.
• Ensure that work is done within the set standards of service and TAT.
• Prepare relevant reports for management and departmental consumption.
• 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:

• Degree in business related courses. Preferably in insurance

Read More & Apply

Integrated Financial Advisor at Old Mutual

About the Role

As a Financial Advisor at Old Mutual, you’re building your own business within a trusted brand. At its core, this role is about creating opportunities, building relationships, and converting them into long-term clients.

You’ll spend a significant part of your time reaching out to potential clients, understanding their financial needs, and guiding them towards solutions that help them grow and protect their wealth.

This is not just about selling financial products. It’s about helping people and families build wealth, make better financial decisions – how they save, invest, protect their income, and plan for the future.

You’ll act as a trusted partner, breaking down complex financial concepts into simple, meaningful conversations that clients can relate to and act on.

At the same time, this is a performance-driven sales role. The people who succeed are those who stay consistent, take ownership of their results, and keep going even when outcomes take time. It requires energy, resilience, and a strong internal drive to build something meaningful over time.

If you’re passionate and intentional about building a long-term career in Insurance and Financial Services, enjoy connecting with people, and are motivated by both impact and income, this role will give you the platform to thrive.

What You’ll Be Responsi​ble For

• Understand people first – You’ll hold meaningful conversations with clients to understand their goals, lifestyle, income, and financial priorities, going beyond surface-level needs to uncover what truly matters to them.
• Guide smart financial decisions – Based on what you learn, you’ll recommend investment and insurance solutions that are practical, relevant, and aligned to each client’s goals – not just generic products.
• Simplify finance for everyday people – You’ll take complex financial concepts and break them down into simple, clear insights that clients can easily understand and confidently act on.
• Stay informed and relevant – You’ll continuously learn about market trends, new products, and industry changes so that your advice remains timely, credible, and valuable.
• Build long-term relationships – This is not a one-time interaction; you’ll keep in touch with clients, review their progress, and support them through different life stages and financial decisions.
• Grow your own client base – You’ll actively look for new opportunities through referrals, networking, and personal initiative, building a pipeline that reflects your effort and ambition.
• Deliver with professionalism – From documentation to compliance and follow-ups, you’ll ensure every interaction is handled accurately, ethically, and in line with industry standards.

What Success Looks Like

• You build a growing portfolio of clients who trust your advice and keep coming back
• Your clients understand their financial decisions and take action with confidence
• You consistently meet or exceed your targets through disciplined effort
• You become known for clarity, reliability, and delivering real value
• Your income and career growth reflect your performance and consistency

What Will Set You Apart

• You have a genuine passion for building a career in insurance and financial advisory
• You take time to truly understand people, not just close a sale
• You can translate financial concepts into everyday language that anyone can relate to
• You show up consistently, even on tough days, and stay disciplined in your efforts
• You leverage digital tools and social platforms to build your presence and connect with clients
• You approach your work with an ownership mindset, treating it like your own business

Where People Struggle (If You’re Not Careful)

You will struggle;

• If you wait for opportunities instead of actively finding and creating them, progress will be slow
• If you take rejection personally and don’t build resilience, it can quickly become discouraging
• If you don’t stay organized or follow up consistently, you may lose trust and potential business
• If you focus only on selling instead of helping, clients will struggle to trust your intentions

This job is for you if;

• You are hungry to build a meaningful career, not just get a job
• You have a strong interest in insurance, financial services, and helping people make better money decisions
• You enjoy connecting with people and building long-term relationships
• You are self-driven, energetic, and motivated by growth and results
• You are open to learning and improving, especially in finance, communication, and sales
• You are comfortable working in a target-driven environment where effort directly impacts outcomes
• You are digitally aware and understand how technology can enhance customer experience

How We’ll Support You to Succeed

• You’ll go through structured training programs that build your knowledge in insurance, investments, and financial planning
• You’ll receive ongoing coaching and mentorship to help you navigate challenges and improve performance
• You’ll have access to tools, systems, and digital platforms that make your work more efficient and impactful
• You’ll see a clear career growth pathway, including opportunities to step into leadership or build your own practice
• You’ll be part of a culture that values learning, resilience, and continuous development

What We’re Looking For (Qualifications)

• A Diploma or Bachelor’s degree in Business, Finance, Marketing, or a related field—or equivalent practical experience
• 0 –1 year experience in a customer-facing or sales environment, where you’ve interacted directly with people
• Strong communication and interpersonal skills, with the ability to engage and influence others
• A clear interest in building a career in insurance or financial advisory
• A willingness to learn quickly, adapt, and grow in a performance-driven role

Read More & Apply

Claims Analyst at Old Mutual

Job Description

A Claims Analyst is responsible for accurately capturing claim details into the system, verifying documentation, ensuring policy compliance, and flagging inconsistencies to facilitate efficient claims processing and minimize errors.

KEY TASKS AND RESPONSIBILITIES

• Evaluate inpatient and outpatient medical claims for completeness and accuracy.
• Verify that claimed services are medically necessary, correctly coded, and fall within the policy scope.
• Ensure claims are captured within agreed turnaround times (TATs).
• Cross check claims against policy benefits, exclusions, and pre-authorizations.
• Maintain accurate claim records and documentation in the claims system.
• Generate daily, weekly, and monthly reports on claims trends, rejections, and approvals.
• • Flag and escalate abnormal utilization patterns or possible fraud cases.
• Work closely with underwriting, CXC, and finance departments.
• Accurately capture and update claim data in the claims management system.
• Ensure claims are categorized and archived appropriately for audit readiness.
• Maintain daily logs of claims captured per source/provider.
• Flag unusual or inconsistent data entries to the supervisor or vetting team.
• Participate in weekly performance reviews to track accuracy and productivity
• Update claim status after capturing (e.g., “Captured”, “Pending Vetting”, “Queried”).
• Correct any capturing errors as advised by clinical vetters or reconciliation teams.
• Index all claims and ensure physical and scanned copies are properly organized.
• Label and link supporting documents to each claim accurately for traceability.
• Support reconciliation and retrieval during audits.
• Confirm that claim documents (invoice, claim form, SHIF deduction, pre-authorization, discharge summary, etc.) are complete and properly attached.
• Verify member eligibility, policy status, and benefit limits based on system or cover summary.
• Check for duplication of claims or repeated submissions and flag them appropriately
• Enter claim data accurately into the claims processing system (inpatient, outpatient, maternity, dental, optical, etc.).
• Ensure all required fields (member details, provider details, ICD-10 codes, CPT codes, amounts, etc.) are correctly filled.
• Assign the correct claim type, benefit category, and service date.
• Process off smart claims and claims that failed to get pushed by smart through the lite link.
• Process cancelled claims: scheme reversals, wrong membership, wrong provider, wrong currency, wrong benefits.
• Linking of inpatient and optical claims.
• Any other duty as me be assigned from time to time.

Read More & Apply

Financial Advisor at Old Mutual Kenya

Job Description

As a Financial Advisor at Old Mutual, you’re building your own business within a trusted brand. At its core, this role is about creating opportunities, building relationships, and converting them into long-term clients.

You’ll spend a significant part of your time reaching out to potential clients, understanding their financial needs, and guiding them towards solutions that help them grow and protect their wealth.

This is not just about selling financial products. It’s about helping people and families build wealth, make better financial decisions – how they save, invest, protect their income, and plan for the future.

You’ll act as a trusted partner, breaking down complex financial concepts into simple, meaningful conversations that clients can relate to and act on.

At the same time, this is a performance-driven sales role. The people who succeed are those who stay consistent, take ownership of their results, and keep going even when outcomes take time. It requires energy, resilience, and a strong internal drive to build something meaningful over time.

If you’re passionate and intentional about building a long-term career in Insurance and Financial Services, enjoy connecting with people, and are motivated by both impact and income, this role will give you the platform to thrive.

What You’ll Be Responsible For

• Understand people first – You’ll hold meaningful conversations with clients to understand their goals, lifestyle, income, and financial priorities, going beyond surface-level needs to uncover what truly matters to them.
• Guide smart financial decisions – Based on what you learn, you’ll recommend investment and insurance solutions that are practical, relevant, and aligned to each client’s goals – not just generic products.
• Simplify finance for everyday people – You’ll take complex financial concepts and break them down into simple, clear insights that clients can easily understand and confidently act on.
• Stay informed and relevant – You’ll continuously learn about market trends, new products, and industry changes so that your advice remains timely, credible, and valuable.
• Build long-term relationships – This is not a one-time interaction; you’ll keep in touch with clients, review their progress, and support them through different life stages and financial decisions.
• Grow your own client base – You’ll actively look for new opportunities through referrals, networking, and personal initiative, building a pipeline that reflects your effort and ambition.
• Deliver with professionalism – From documentation to compliance and follow-ups, you’ll ensure every interaction is handled accurately, ethically, and in line with industry standards.

What Success Looks Like

• You build a growing portfolio of clients who trust your advice and keep coming back
• Your clients understand their financial decisions and take action with confidence
• You consistently meet or exceed your targets through disciplined effort
• You become known for clarity, reliability, and delivering real value
• Your income and career growth reflect your performance and consistency

What Will Set You Apart

• You have a genuine passion for building a career in insurance and financial advisory
• You take time to truly understand people, not just close a sale
• You can translate financial concepts into everyday language that anyone can relate to
• You show up consistently, even on tough days, and stay disciplined in your efforts
• You leverage digital tools and social platforms to build your presence and connect with clients
• You approach your work with an ownership mindset, treating it like your own business

Where People Struggle (If You’re Not Careful)

You will struggle;

• If you wait for opportunities instead of actively finding and creating them, progress will be slow
• If you take rejection personally and don’t build resilience, it can quickly become discouraging
• If you don’t stay organized or follow up consistently, you may lose trust and potential business
• If you focus only on selling instead of helping, clients will struggle to trust your intentions

This job is for you if;

• You are hungry to build a meaningful career, not just get a job
• You have a strong interest in insurance, financial services, and helping people make better money decisions
• You enjoy connecting with people and building long-term relationships
• You are self-driven, energetic, and motivated by growth and results
• You are open to learning and improving, especially in finance, communication, and sales
• You are comfortable working in a target-driven environment where effort directly impacts outcomes
• You are digitally aware and understand how technology can enhance customer experience

How We’ll Support You to Succeed

• You’ll go through structured training programs that build your knowledge in insurance, investments, and financial planning
• You’ll receive ongoing coaching and mentorship to help you navigate challenges and improve performance
• You’ll have access to tools, systems, and digital platforms that make your work more efficient and impactful
• You’ll see a clear career growth pathway, including opportunities to step into leadership or build your own practice
• You’ll be part of a culture that values learning, resilience, and continuous development

What We’re Looking For (Qualifications)

• A Diploma or Bachelor’s degree in Business, Finance, Marketing, or a related field—or equivalent practical experience
• 0 –1 year experience in a customer-facing or sales environment, where you’ve interacted directly with people
• Strong communication and interpersonal skills, with the ability to engage and influence others
• A clear interest in building a career in insurance or financial advisory
• A willingness to learn quickly, adapt, and grow in a performance-driven role

Read More & Apply

Senior Underwriter/ Relationship Officer – Business Retention at Old Mutual Kenya

Job Description

Relationship Management – Managing and retaining good relationship with intermediary to ensure smooth & maximum retention of business.

Dispatch of renewal terms/Notices

Initiate approval of renewal terms in liaison with the reinsurance team to be competitive.

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 before monthly closure.

Ensure premiums payments plans are obtained at the point of confirming renewals.

Review of accounts performance to ensure weeding out of toxic accounts and renewal of only profitable accounts

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 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 and fostering organic growth.
• Provide excellent and prompt customer 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 to support retention.
• Monthly follow up on recovery of lost/unrenewed business
• Follow up on risk improvement implementations.
• Quarterly and monthly review of performance and engaging clients/intermediaries for improvements and recovery
• Support credit control by collecting all renewal premiums and ensuring that all feedback is given to the credit control team on policies that are due to be cancelled.

SKILLS AND COMPETENCIES

• Sound Technical Underwriting skills.
• Intensive and extensive product knowledge
• People Management and overall managerial skills
• Good analytical skills
• Customer service skills
• Good Communication Skills
• Computer Literate with good knowledge of Excel

KNOWLEDGE & EXPERIENCE

Experience:

• Minimum 5 years’ experience

QUALIFICATIONS

• Degree in insurance or business related.
• Professional qualification (CII or IIK) or good progress

Read More & Apply

Internal Motor Assessor at Old Mutual

Job Description

The job entails assessment of motor vehicles, monitoring and ensuring that quality repair work is done to achieve maximum customer satisfaction while ensuring control of cost to minimize fraud and maximize profitability.

1. KEY TASKS AND RESPONSIBILITIES

• Assessment of motor vehicles to ascertain the damages before obtaining the repair quotation
• Verify all motor assessment reports from external assessors before repair authority is given and determine the correctness of the pre- accident values
• Carry out re- inspections on repaired motor vehicles
• Provide technical guidance when called upon on various reasonable options to settle motor claims
• Continuous service provider management by constant appraisals
• Provide reports on customer feedback, motor costs trends, service provider’s performance and motor vehicle market trends.
• Procure parts for garages through bidding.
• Constantly Review the list of rare model vehicles
• Resolve customer complaints and disputes on matters relating to repairs
• Ensure that the repair bids are sent to respective garages.
• Review all bids and award the repairs to the lowest bidder.

2. SKILLS, KNOWLEDGE & COMPETENCIES

Competences

• Assertiveness and Self-drive
• Good interpersonal skills
• Good communication and negotiation skills
• Speed and Accuracy
• Ability to work in a team
• Ability to work under pressure and manage time effectively
• Strong Analytical skills
• Ready to work odd hours
• Excellent Computer skills

3. QUALIFICATIONS & EXPERIENCE

• Diploma in Mechanical/Automotive Engineering
• COP qualifications
• At least 3 years working experience in a similar role

Read More & Apply

Business Development Supervisor – Retail Health at Old Mutual

Job Description

To grow and maintain Retail, SME, bancassurance, microinsurance, digital and partnerships business lines by leading the team (monitoring quality and quantity of workflow, training, developing and motivating staff, routing and streamlining work, and assisting staff with difficult queries), thus achieving the set revenue targets and objectives for set business lines.

To assess and determine terms for risks for the above-mentioned business lines presented within set standards of service in a manner to ensure quality selection of risks and timely service.

1. KEY TASKS AND RESPONSIBILITIES

• Management of the distribution channels to ensure an increase in the number of distribution channel partners, attainment of product revenue targets, and profitability of the relevant product at appropriate cost levels.
• Assessing and determining terms for retail business risks presented within the set standards of service in a manner to ensure quality selection of risks and timely service
• Ensuring effective internal controls, policies, and procedures are in place by determining the acceptability of risks, monitoring and reviewing terms based on risk profile, managing an efficient sales cycle (sales pipeline), and value-based service cycle through the use of product bundling to drive the business goals
• Defining markets for the health retail business distribution channels for the retail products
• Managing and attending client, intermediary, and branch meetings to ensure high-quality customer service is delivered and client enquiries are resolved, while ensuring timely completion of investigations or resolution.
• Ensuring quality assurance by performing regular quality checks and taking appropriate corrective action and continuously reviewing the effectiveness of workflow systems and recommending improvements.
• Ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes the execution of customer due diligence processes, ensuring compliance with know-your-customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

2. SKILLS AND COMPETENCIES

• Good communication skills
• Ownership & Commitment
• Customer Focus
• Time management & Negotiation skills
• Business Planning & Implementation
• Honesty and integrity
• Good assessment and analytical skills
• Ability to work with cross functional teams.
• Ability to meet strict deadlines.
• Excellent sales and customer service skills, with proven negotiation skills.
• Excellent supervisory and leadership skills.
• Thorough understanding of company’s products and/or services, and those of immediate competitors in the surrounding market.
• Strong analytical, data and reporting skills.

Qualifications:

• A business-related degree from a recognized university
• Relevant professional insurance qualification – DipCII/ACII/LOMA
• Strong skills with Microsoft Office Package: Excel, PowerPoint and Outlook Technical
• Knowledge.
• 4 years in medical insurance business development and underwriting functions
• 2 years in a supervisory/management role

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Claims Analyst at Old Mutual

Job Description

Verify, audit and Vet medical claims for payment for both outpatient and inpatient claims as per the claim’s manual/Standard operating procedure.

KEY TASKS AND RESPONSIBILITIES

 Claims processing

Clinical Review of Claims:

• Assess all inpatient and outpatient claims for clinical accuracy and relevance.
• Verify that diagnosis, treatment, procedures, and drugs align with standard clinical guidelines and patient history.
• Identify any overutilization, unnecessary procedures, or inconsistencies.

Policy and Benefit Verification:

• Cross-check claims against policy limits, exclusions, and benefits.
• Ensure the claim falls within the member’s coverage scope and authorization rules.

Fraud, Abuse and Wastage Detection:

• Investigate claims for potential fraud, abuse, or misrepresentation by providers or members.
• Flag and escalate suspicious or irregular claims for further review or audit.

Medical Coding Validation:

• Validate accuracy of diagnosis (ICD-10), procedure (CPT), and drug codes (ATC).
• Ensure proper coding to facilitate accurate claim adjudication and payment.

Claims Documentation Review:

• Review supporting documents (discharge summaries, lab reports, prescriptions) to ensure they justify the services billed.
• Request clarifications or additional documentation about where gaps exist.

Pre-authorization and Approval Compliance:

• Confirm that claims submitted post-treatment had prior authorization or approval where required.
• Reject or defer claims lacking appropriate pre-approval.

Turnaround Time (TAT) Management:

• Ensure vetted claims are processed within the standard timeframes to avoid delays in payment.
• Adhere to customer service charter manual to ensure compliance to agreed turnaround time.

Provider Communication:

• Liaise with healthcare providers for clarification, justifications, or amendments to submitted claims.
• Communicate and liaise with medical service providers on resolution of disputed claims and address the root cause
• Hold regular business meetings with service providers to ensure compliance on systems such smart card system and agreed tariffs.

Internal Collaboration:

• Work closely with claims capture, reconciliation, finance, underwriting and case management teams to ensure accurate and end-to-end claim handling.

External Collaboration

• Evaluate preliminary claim information and revert to broker or insured for more information where necessary to ensure that the correct information is documented for ease in processing of member reimbursement claims
• Respond to client enquiries within 24hrs of enquiry.

 Reporting and Trend Analysis.

• Use of data analytics to review cost and quality of service at medical service providers
• Review claims reports and provide recommendations to retention, case, and provider relations teams on trends noted.
• Provide feedback on recurring errors or patterns noted during vetting.

 Training and Feedback

• Collaborating with trainers to ensure the feedback loop from the claims audit is complete.
• Develop and implement quality control measures to prevent future errors and improve efficiency in claims processing
• Stay up to date with changes in healthcare laws, regulations, and best practices related to claims management.

Monitor and support risk management activities:

• Prompt reporting of any identified risks during claims processing for mitigation.
• Ensure all audit items are closed in your respective area.

Systems Enhancement

• Continuously review the effectiveness of workflow systems and recommend enhancements.
• Provide correct input on ML and core system enhancements to improve quality and output.

Skills and Competencies

• Aligns Execution – Planning and prioritizing work to meet commitments aligned with organizational goals.
• Proficiency with claims management software and data analysis tools
• Motivated team player who is detail oriented.
• Excellent communication skills, both written and verbal

KNOWLEDGE & EXPERIENCE

• 1-3 years’ experience Medical claims/Case management In-depth knowledge of healthcare operations claims processing, and regulatory requirements.

• Experience working in the Insurance industry preferred.
• Knowledge in data analysis and statistics are desirable.

QUALIFICATIONS

• Bachelor of Science in Nursing (BScN) or Diploma in Nursing (KRCHN) or Clinical Medicine or a related field

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Actuarial Valuation Specialist, Life at Old Mutual Kenya

Job Description

This role involves working as part of the Actuarial Team within Old Mutual Life Kenya to support the Senior Valuations Specialists and Head of Life Actuarial/Senior Management/Boards with the following: Ensure provision of Actuarial Services to Old Mutual Life Kenya by working closely with the Business Entities and other Group Functions to meet their needs. This includes reserving, pricing, product reviews, experience reviews and solvency and capital management Conducts accuracy checks, and analyses data to draw conclusions and make recommendations Generate actuarial reports on various technical issues to Head of Actuarial, Senior Management and Board of Directors

KEY TASKS AND RESPONSIBILITIES

• Technical Actuarial Support: Conduct and/or review internal actuarial liability valuations for relevant insurance subsidiaries and analysis of profitability/surplus,
• Review of external actuaries’ report and collaboration with the appointed actuaries to produce the Financial Condition Report.
• Experience Investigations: Perform profitability analysis, experience analysis, and other relevant actuarial investigations to inform business decisions.
• Product Profitability Review: Perform profitability analysis, experience analysis, and other relevant actuarial investigations for Old Mutual to inform business decisions.
• Solvency and Capital management: Carry out solvency computation for the BUs on a risk-based capital basis including solvency stress tests.
• Financial Modeling: assist with financial modeling of business scenarios/projects to inform business decision making.
• Strategy and Business Planning Support: assist with business planning financial projections and solvency projections for the Business Units. Perform stress and scenario analysis on the plan numbers.
• Reinsurance Support: Carry out a reinsurance analysis for the Life Kenya subsidiaries to explore ways to optimize on reinsurance arrangements.
• Reporting and Documentation: Presentation of results and reports to businesses and subsidiary boards committees. Preparation of Board Papers and regulatory solvency and valuation reports.
• Risk Management support: assist the Life Business Units and Risk Department in identifying, quantifying risk (insurance, market, credit risks etc.) where appropriate. Formulate appropriate risk mitigation measures for the BUs and develop a risk register for an enterprise in CURA (Risk System).
• Investment Strategy support: Develop/formulate appropriate investment strategies and/or review and monitoring of investment strategies for Old Mutual Life businesses.
• Other reasonable duties that may be assigned by management.

SKILLS AND COMPETENCIES

• Analytical Skills
• Data Handling knowledge
• Business Awareness
• Problem Solving Skills
• Communication and Presentation skills
• Ability to prioritize and work on a wide range of deliverables at once
• Working under minimal supervision
• Good interpersonal skills
• Proficiency in Microsoft office packages

KNOWLEDGE & EXPERIENCE

• IFRS17 Knowledge
• Familiar with the current Insurance regulations, Capital markets and Central Bank regulations
• Strong actuarial technical skills
• Strong analytical skills
• Strong data programming skills

QUALIFICATIONS

• Bachelor of Actuarial Science or other related finance or mathematics degree
• Minimum 5 years actuarial experience
• Actuarial Knowledge: Show progress with actuarial examinations, Minimum 7 papers from a recognized actuarial body

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Executive Assistant to MD at Old Mutual

Job Description

This role provides support to the Managing Director on day-to-day deliverables, prepares presentations and reports for MD. The role involves building and maintaining relationships with Exco, senior management, Board Members, OMK Exco Members and other key stakeholders both within and outside the broader Group.

This role requires a flexible self-driven person comfortable with ambiguity and with a very strong can-do attitude. A high level of integrity, maturity and confidentiality is required. The incumbent is individually accountable for achieving results through own efforts.

Stakeholders:
Faulu MD, Board of Directors, Exco, Regulators, Service Providers, OMK Group, other staff members etc.

1. KEY TASKS AND RESPONSIBILITIES

KEY MEASURABLE GOALS

Relationship Building 

• Builds and maintains relationships with executives and senior management
• High level of contact with external parties, stakeholders and clients as required

Communication and Engagement 

• Prepares reports, presentations, speeches, etc. for the MD
• Leads the project management of key events on behalf of the MD
• Hosting internal and external guests e.g. OMAR & OMEA

Administration & Support 

• Performs administrative duties for an executive which includes scheduling meetings, international conference calls, preparing agendas, taking minutes, and making travel arrangements for the CEO and for international visitors as and when required
• Prepares presentations with little input from senior
• Responsible for ensuring relevant matters are included on board and Business Council agendas
• Investigate and research various ad-hoc business-issues
• Respond timeously and professionally to a variety of ad hoc projects, business issues, client requests and stakeholder requests, etc. that impact across the organization
• Follow up on assigned actions, deliverables, and projects to ensure closure within the agreed timelines

Personal Effectiveness 

• Accountable for service delivery through own efforts
• Individually accountable for managing own time, tasks, and output quality
• Making increased contributions by broadening individual skills
• Collaborate effectively with others to achieve personal results
• Accepts and lives the company values

KEY RESPONSIBILITIES

• Ensure MD is equipped with necessary documentation to proceed with meetings
• Liaise with various key stakeholders to resolve queries/complaints raised by both internal and external clients as well as suppliers
• Manage any outstanding/ escalated issues that affect the business
• Monitor, analyze and recommend solutions to resolve client service issues
• Drive the production and delivery of monthly reports to the OMK group and OMA
• Support delivery of strategic initiatives, via development of trackers to ensure delivery of initiatives within the agreed timelines
• Represent the executive on certain ad hoc projects, meetings and events as required
• Investigate and research various ad-hoc business-issues as and when the need arises
• Respond timeously and professionally to a variety of ad hoc projects, business issues, client requests and stakeholder requests, etc. that impact across the organization
• Co-ordinate meetings / external events including the scheduling of the sessions, sourcing of guest speakers and other meeting logistics
• Ensure relevant matters are included on committee agendas i.e. Board, Business Council etc.
• Communicate and escalate important issues within the business appropriately
• Negotiate with suppliers and venue coordinators for events related to the MD’s office and ensure cost efficiencies are maintained across the board including travel and orders placed
• Consider any Risk factors that may affect the businesses’ ability to meet budgets and sales targets
• Builds and maintains relationships with Board Members, executives and senior management
• High level of contact with external parties, stakeholders and clients as required
• Manage small to medium scale projects and represent the executive on project committees

2. SKILLS, KNOWLEDGE & COMPETENCIES

Knowledge and Skills

• A self-starter, showing strong action orientation, with excellent organizational, planning and prioritizing skills
• Good interpersonal skills
• Ability to work in a team and independently
• Assuming responsibility and accountability for the successful completion of tasks and maintain a high standard of excellence
• Attention to detail
• Be reliable, have integrity and display a professional approach
• Display a high level of accuracy in his/her work and be able to perform under pressure
• Excellent communication skills (written and verbal)
• Initiating action
• Maintain confidentiality of all information, both from internal and external sources
• Strong ability to build and maintain relationships and networks
• Strong project management 
• Skills/ability to see projects completed

Competencies Required

• Ability to multitask 
• Confidentiality 
• Composure 
• Ability to work under pressure and to meet deadlines

3. QUALIFICATIONS & EXPERIENCE

Education 

• First Degree in Business Administration or related field

Additional Qualifications/Experience (Preferred, Not A Requirement) 

• Master’s degree   

Experience 

• 3 to 5 years Job Related Experience.  
• Experience in stakeholder management and liaising at a Senior Management & Board level.

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Policy Maintenance Officer at Old Mutual Kenya

KEY TASKS AND RESPONSIBILITIES

• Execute servicing instructions related to policy changes, including contact details, benefit options, nominee updates, and policy reinstatements.
• Update policy records on the administration system with high attention to accuracy and audit trail integrity.
• Validate requests for compliance with policy terms, documentation completeness, and applicable approvals.
• Collaborate with customer service and operations teams to resolve servicing exceptions and ensure SLAs are met.
• Support issuance of revised documentation to clients, including endorsement letters and policy confirmations.
• Respond to queries and complaints related to policy updates, ensuring timely and customer-sensitive resolution.
• Participate in regular reviews of policy servicing processes and recommend automation or process improvements.
• Maintain secure records of all amendments and ensure data consistency across internal platforms.
• Perform quality assurance to all issued new businesses.
• Ensure policy maintenance transactions comply with Insurance Regulatory Authority (IRA) standards, the Data Protection Act (DPA), and Anti-Money Laundering (AML) obligations.

 SKILLS AND COMPETENCIES

• Strong attention to detail.
• System accuracy and validation skills.
• Collaborative and responsive.
• Customer-centric mindset and service responsiveness.
• Discretion and confidentiality in handling personal and policy data.

KNOWLEDGE & EXPERIENCE

• 2-3 years’ experience in policy administration or servicing
• Familiarity with life insurance administration systems and processes
• Knowledge of life insurance products and policy administration processes
• Proficiency in CRM tools and Microsoft Office applications

 QUALIFICATIONS

• Bachelor’s degree in commerce or a related field.
• Progress towards professional certification (e.g., AIIK, ACII, ALMI) preferred.

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Fixed Term – Investments Telesales Officer – Digital at Old Mutual

Job Description

The Telesales Officer is responsible for driving digital sales by engaging with customers via phone and other digital communication channels. This role focuses on promoting company products and services, closing sales, and nurturing customer relationships. The ideal candidate will excel at meeting sales targets and delivering outstanding customer experiences while leveraging digital tools and platforms.

1. KEY TASKS AND RESPONSIBILITIES

• Communicate with customers following established guidelines to address inquiries and resolve issues.
• Develop a deep understanding of the company’s products and services to make personalized recommendations.
• Actively generate, qualify, and pursue leads to achieve individual sales targets.
• Initiate and manage customer interactions through phone calls and digital platforms.
• Maintain and manage a sales pipeline, providing regular updates to team leaders.
• Effectively handle customer objections to close sales and ensure satisfaction.
• Build and sustain positive relationships with customers to drive repeat business.
• Utilize CRM and other digital tools to record interactions and manage customer data efficiently.
• Promote and upsell additional products and services during customer engagements.
• Prepare and submit sales performance and activity reports to management.
• Meet or exceed defined KPIs, including call volume and conversion rates.

2. SKILLS AND COMPETENCIES

• Proficiency in Windows-based applications (e.g., MS Office) and CRM systems.
• Excellent verbal and written communication skills with a customer-first attitude.
• Strong analytical skills to assess customer needs and provide tailored solutions.
• Proven ability to handle objections and negotiate effectively.
• Goal-oriented with a track record of consistently meeting or exceeding sales targets.

3. KNOWLEDGE & EXPERIENCE

• Success in meeting or exceeding sales targets in telesales or digital sales roles.
• Experience in the insurance, financial services, or digital sales sector is highly preferred
• Proficiency with CRM systems, digital tools, and MS Office applications.
• Strong ability to build relationships and deliver tailored solutions to customer needs.
• Excellent verbal and written communication skills with strong negotiation abilities.

4. QUALIFICATIONS

• Diploma or degree in a related field (e.g., Finance, Marketing, Sales, Business Administration).
• Progress toward or possession of a relevant professional certification is preferred, preferably CISI (Chartered Institute for Securities & Investment).
• A minimum of one year of experience in sales, preferably in financial services or digital sales environments.

5. ANTI-MONEY LAUNDERING (AML) EXPECTATION

• The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

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Cashier at Médecins Sans Frontières/Doctors Without Borders (MSF) Eastern Africa

• Job Title : Cashier
• Work Location : Nairobi
• Duration : 12 Months (starting with 3 months’ probation period)
• renewable based on performance)
• Start Date : February 2026

The selected candidate will be reporting to the Finance and Accounting Manager

Main Purpose

Performing cash transactions, verifying supporting documentations and maintaining records according to Doctors Without Borders/Médecins Sans Frontières (MSF) standards and local finance policies.

Accountabilities

• Controlling and monitoring cash payments from the cashbox,coding and recording cash transactions in the daily cashbook or accounting system,
• Performing daily cash counts and investigating any discrepancies
• Following up on cash advances(based on authorised requesters list and other internal processes) and ensuring they are duly settled
• Carrying out transfer requests between cash and safe box
• Checking the validity of invoices, approval signatories, and correctness of account codes
• Performing currency exchange operations when required
• Assisting with the preparation of salary payments as required
• Performing monthly reconciliations before closing the monthly accounts, managing bank reconciliations and monthly bank statements if applicable
• Liase with Dadaab team for cash related matters,focal point for Dadaab funds transfers i.e. suppliers,dailyworkers etc
• Assisting in advance management follow-up(operational advances)contract follow-up, follow up monthly accountancy file ,archiving and other job requests by the supervisor and the requestor

Requirements

Education 

• Diploma in accounting / finance / business administration.
• CPA qualification is an added advantage

Experience 

• Experience in accounting (minimum 1 year).

Languages

• English and Swahili

Knowledge 

• Computer literacy (word, excel)

Competencies

• Results and Quality Orientation, teamwork and cooperation, behavioural flexibility,commitment to MSF Principles, service and orientation and cross-cultural awareness

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Laboratory Technician at Médecins Sans Frontières/Doctors Without Borders (MSF) Eastern Africa

• Job Title : Laboratory Technician
• Work Location : Dagahaley Refugee camp Garissa County
• Duration : 12 Months (starting with 3 months’ probation period) renewable based on performance
• Start Date : ASAP

The selected candidate will be reporting to the Laboratory Supervisor, MSF Dagahaley Project. This position is only open to Kenyan nationals.

Main purpose

Perform clinical laboratory activities according to MSF protocols, security and hygiene measures in order to obtain results to determine the patient’s treatment.

Accountabilities

• According to medical prescription, preparing and performing clinical exams/tests with appropriate techniques and following MSF protocols and procedures. This function includes, among others:
• Taking blood, vaginal and urethral samples.
• Centrifuging blood and urine samples.
• Performing laboratory exams (serology, hematology, biochemistry, bacteriology or parasitological, according to context of the mission).
• Ensuring proper reporting and registration of the sample results in order to keep a written track of activity and give information to the relevant persons, ensuring confidentiality.
• Taking care, manage and organize efficiently the laboratory material/equipment:
• Perform cleaning and minor maintenance for biomedical equipment used. Following the user manual and protocols and alert supervisor in case of malfunctioning
• Applying hygiene and safety protocols, doing daily cleaning /maintenance, sterilization, washing general glassware after procedures are done.
• Ensuring proper sample waste disposal according to MSF protocols and highest safety standards.
• Supplying orders, do stock, storage conditions follow-up, keep inventory.
• Keeping organized the data collection system of laboratory results and all information generated from the analysis done.
• Reporting all relevant information linked to the activity in the laboratory to the line manager, especially the loss/robbery/damage of laboratory equipment or medicines.
• Respect the universal hygiene standards and follow the disposal guidelines.
• Apply personal protective measures while working in the lab; this includes MSF recommended scrubs/tunic trousers.
• Disinfect the working benches/tables before and after work according to the MSF protocol.
• Do proper and optimal waste segregation to reduce accidents and ensure safety in the department.
• Place order (weekly/monthly) for reagents and materials based on consumption with the support of the direct supervisor.
• Chart the fridges in the morning and evening and monitor the cold chain.
• Keep record of all investigations done: that is, the patients’ names, age, address/block, date, diagnosis, requester and result of the investigation(s) done.
• Perform tests as per the SOP and within the provided turnaround time.
• Prepare blood and blood products transfusion (Prioritizing emergency cases in consultation with the direct supervisor and/ or line manager
• Ensure that results are dispatched according to the departmental units in a timely manner.
• Be able to prepare, stain and examine TB smears, peripheral blood film, gram’s staining and
• Indian ink staining.
• Report problems and other relevant information related to patient services to the supervisor in a timely manner.
• Performing minor maintenance and cleaning of the biomedical equipment following user manual and protocols. Alerting the supervisor in case of malfunctioning of any device.
• Perform internal and external quality controls as scheduled in the SOPs, guidelines and protocols
• Facilitate the referral of samples to external laboratories in coordination with the lab supervisor and/or the line manager.
• Do pre and post counseling, grouping, screening and bleeding of blood donors.
• Do investigations in the departments/units/wards if required.
•  In the absence of the lab supervisor, supervise the auxiliary laboratory assistants and the allocation of duties pertaining to laboratory work and perform training or refreshment for auxiliary laboratory assistants when needed. Keep communication with the line manager.
• Generate daily, weekly and monthly reports/data from the activities of the department.
• Facilitate any needs relating to epidemic surveillance.
• Ensure that quality control tests are carried out regularly or as required by SOPS/MSF.
• Work in the laboratory during irregular hours if necessary .

Requirements

• Education · Essential : Laboratory Technician Diploma /Degree.
• Experience · Minimum 1 year working experience essential.
• Languages · English language essential.Swahili and Somali language Desirable
• Knowledge · Essential :Computer literacy (word, excel and internet)
• Competencies · Results, teamwork, flexibility, commitment, service

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Fixed Term – IPMI Underwriter – Health at Old Mutual

Job Description

Evaluate and manage IPMI risks in strict compliance with internal policies, regulatory guidelines, and industry best practices Support in the delivery of profitable business, streamlining underwriting processes, and ensuring timely turnaround in underwriting decisions Contribute to the effective oversight and execution of the company’s underwriting operations by ensuring that all activities align with the organization’s strategic objectives.

1. KEY TASKS AND RESPONSIBILITIES

• Evaluate and assess IPMI risks for new and renewal business, ensuring sound underwriting decisions that aligns with the company’s underwriting philosophy.
• Build and maintain a quality IPMI business book through reinforcement and implementation of experience-based underwriting discipline.
• Ensure all underwriting practices comply with internal policies, processes and procedures, regulatory standards, and audit requirements, while contributing to the improvement of underwriting controls and processes.
• Debit all IPMI business within the set TATs and SLA’s and in any case not later than 20th of each month.
• Work closely with sales team and retention team to provide technical IPMI underwriting support, resolve queries, and ensure alignment with underwriting guidelines.
• Manage customer complaints in line with service standards (acknowledgment within 24 hours; closure within 5 days).
• Review monthly reinsurance administration accounts and ensure reinsurance parameters reflect accurately as per the agreed parameters under the reinsurance.
• Perform weekly account reconciliations to identify debtors and creditors based on aging and advise Finance on any allocation issues.
• Prepare accurate and insightful underwriting reports to facilitate data driven decision making.
• Ensure all underwriting documentation is complete, compliant, and fully approved
• Support with continuous review of policy documents to ensure exposures are identified and closed timeously.
• Participate in the development of new IPMI products and the enhancement of existing ones to ensure continued relevance in response to evolving client needs and market dynamics.
• Continuously monitor and review the performance of the IPMI portfolio; identifying trends, providing insights and recommendations to improve profitability, sustainability, and customer value.
• Identifying opportunities to improve efficiency and reduce costs in the department to support organizational goals.
• Support in training of staff and contribute to knowledge sharing on health products and underwriting processes
• Ensure compliance to insurance related Statutory and regulatory requirements including Treating Customers Fairly and data Protection Act.
• The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and it subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

2. KNOWLEDGE AND EXPERIENCE.

• University degree in Actuarial Science, Mathematics or Statistics.
• Progress in professional qualification in insurance such as ACII /DipCII/CertCII
• Experience in IPMI underwriting will be an added advantage.

3. SKILLS AND COMPETENCIES.

• Sound Technical Underwriting skills
• Intensive and extensive IPMI health products knowledge.
• Good assessment and analytical skills
• Decision – making skills
• Detail oriented with strong problem- solving skills
• Accountability and self-organization skills
• Customer service skills.
• Ability to work with cross functional teams.
• Ability to meet strict deadlines.

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Business Development Officer- Corporate Life at Old Mutual

Job Description

Delivery of the budget for both Grow Corporate Life Business Sales through brokers, independent agents, tied agents and direct sales.

KEY TASKS AND RESPONSIBILITIES

• DELIVERY OF BUDGET – Ensure the set budget for Group Life, Group Credit Life, Group Last Expense and Group Critical Illness is realized for year.
• MARKET INTELLIGENCE – Obtain market information in respect of Corporate business and ensure the information is used for product improvement so that our product offering remain relevant and continue to meet customer expectations
• PROPOSALS FOLLOW UP:Ensure proposals are delivered within the agreed timelines.Follow up competitiveness of proposals sent out.
• Driving business and ensuring sustained growth, focusing on achieving/ surpassing sales targets.
• Expanding business reach and proactively creating new sales leads/ opportunities.
• Constantly interacting with prospects and maintaining cordial business relationship with key clients.
• Expanding channel business by sourcing new partners as well as maintaining efficient business relationships with existing partners to enhance growth of business operations.
• Handling high value sales, addressing minor details and identifying areas of improvements in customer service.
• Undertaking business case assessment to enhance channel sale relations, as well as assessing and evaluating new products.
• Managing an efficient sales cycle (sales pipeline) and value based service  cycle through use of CRM to drive the following business goals: -Identify Target customerMeeting to determine needsClient acquisitionAccount Service Plan – client/intermediary visits, policy documentation, credit control, claims management, SLA’s etc.
• Ensure that proper management of accurate, quality and timely business reports.
• Monitor competitor activity and advise the business on opportunities/threats that are presented by such activities.

 SKILLS AND COMPETENCIES

• Decision Making,
• Initiating Action,
• Business Development, Key Accounts Management, Contractual Evaluation & Negotiation
• Setting Strategies/ Sales Target, Clientele Development, Sales Management

• Coordination, Competitor Analysis
• Product Management, Customer Care
• Vendor Management
• Communication & Interpersonal, Leadership, Analytical Thinking Skills

 KNOWLEDGE & EXPERIENCE

• Technical Knowledge,
• At least 3 years’ experience

 QUALIFICATIONS

• Bachelor degree Marketing, Commerce or Business Administration
• Sales experience
• Employee Benefits training and experience will be an added advantage

 KEY RESULT AREAS & PERFORMANCE INDICATORS

• Meeting set revenue targets measured periodically
• Timely delivery of proposals and quotations
• The amounts of new revenue placed through targeted distribution channel partners.
• Debtor days for Distribution Channel partners
• Expense controls for Profitability of accounts placed
• The number of suggested new solutions to clients and distribution channel partners
• Timely periodical reports to seniors

Closing Date: 18 December 2025 , 23:59

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Accounts Payable Officer at Old Mutual

Job Description

The role is responsible for the accurate and timely settlement of all company commitments in accordance with operational policies and applicable accounting standards. The role holder ensures compliance by preventing irregular, fruitless, and wasteful expenditures, while maintaining efficient reconciliation processes, resolving discrepancies, and managing vendor relationships. This position holder supports the preparation of annual financial statements, monthly management accounts and audit activities by maintaining a clean, accurate accounts payable database and ledger. A strong focus on operational excellence, attention to detail, system proficiency, and continuous improvement is essential to meet stakeholder expectations and achieve zero operational losses.

Key Tasks & Responsibilities

• Process Internal payments within SLA e.g. claims, Override commissions, Agent awards, cash advances, premium movements, premium refunds & agents refunds.
• Process supplier payments within the 30-day credit period.
• Ensure accurate processing of intercompany transactions.
• Processing statutory payments e.g. taxes, SHIF, NSSF, PAYE, Regulatory levies and payroll deductions monthly.
• Monthly reconciliation of control accounts & suppliers and resolution of open items.
• Month end closure activities, intercompany journals, expense analysis in liaison with reporting team and open journals management.
• Prepare and provide audit support schedules.
• Timely submission of projected cash out-flow to treasury for funding purposes.
• Ensure integrity and accuracy of the General Ledger accounts and posting of adjusting entries.
• Reprocessing returned/bounced payments within TAT.
• Achieve Culture engagement scores as per guidelines.
• 48 hours turnaround time for risk event escalations.
• Monthly Balance sheet attestation and validation of TB balances
• Preparation of payables Dashboard report monthly

Skills And Competencies

• Strong financial and accounting knowledge, with solid understanding of key principles and standards.
• Excellent analytical and problem-solving abilities.
• High proficiency in both written and verbal communication.
• Strong interpersonal skills and ability to work effectively in a team environment.
• Adaptability to changes in procedures, technology, and organizational policies.
• Ability to work under pressure while maintaining accuracy and attention to detail.
• Strong organizational skills, with a focus on maintaining complete and audit-ready documentation.
• Ability to build and maintain positive stakeholder relationships.
• High level of professionalism, integrity, and commitment to confidentiality in handling financial information.

Knowledge & Experiences

• Strong knowledge of accounting systems, processes, and financial principles.
• Proficiency in Microsoft Excel, Word, PowerPoint, Outlook, and Microsoft Dynamics.
• Experience in the financial services industry

Qualifications

• Bachelor’s degree in finance, Accounting, or a related field.
• Certified Public Accountant (CPA) designation.
• Relevant experience in the financial services industry.

Education

• NQF Level 7 – Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date: 18 December 2025 , 23:59

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Legal Officer – (Faulu Microfinance Bank) at Old Mutual

JOB PURPOSE STATEMENT

Reporting to the Head of Legal Services, The Legal Officer will be responsible for providing effective legal support to the institution, ensuring compliance with all statutory and regulatory requirements, and safeguarding the institution’s legal interests. The role entails contract management, credit documentation, litigation handling, regulatory liaison, and corporate governance support.

KEY MEASURABLE GOALS

• Leadership
• Legal Risk Management
• Regulatory monitoring
• Management of litigation
• Documentation and perfection of securities
• Support in Credit Statutory Debt Recovery processes
• Stakeholder Engagements – Directors, Regulators, Shareholders, Industry player

KEY RESPONSIBILITIES

a) Leadership role

• Provide leadership and ensure efficient and effective management of staff and resources reporting to job holder including mentorship, coaching and training.
• Liaise with the Head of Legal Services in conducting performance appraisals and ensure competency and training gaps are addressed.
• Represent the Head of Legal Services in various internal or external meetings or committees when called upon.
• Provide monthly and quarterly reports to the Head of Legal Services on job holder duties.

b) Litigation management

• Maintain and update the database of cases and management of litigation
• Review progress of outstanding litigation and liaise with on appropriate strategies for cases.
• Collate documents and any evidence, identify and prepare witnesses in support of Bank cases
• Diarize hearing notices for pending cases, follow up and update of outcome thereof to Head of Legal Services, Debt Recovery Unit (DRU) and Branch (where applicable).
• Provide support to the Debt Recovery Unit in various recovery processes including but not limited to: –
• Ensure compliance by DRU team on the necessary statutory requirements and processes.
• Review and issuance of statutory notices
• Legal advisory of various recovery matters
• Manage external counsel handling various litigation matters including is suance of instructions, timely drafting of pleadings, review of pleadings; review of advocates performance.
• Issuance of Legal opinions and advisory on various litigation matters.
• Negotiation of out of court settlement with external advocates.
• Management of legal costs associated with litigation.
• Attending Court and representing the company in legal issues when required.
• Review and manage demand letters from customers or third parties

c) Credit Documentation and perfection of securities

• Draft, review and ensure proper facility letters, Bank’s standard forms and templates, securities documentation and service level agreements and standard agreements, properly drafted and legally enforceable to ensure compliance to regulatory changes and general securitization requirements to safeguard the bank’s exposure.
• To capture, register, monitor, control and report all types of collateral offered by the customers and ensure that they are properly lodged for registration.
• Liaise with external legal counsel to ensure proper preparation, execution, registration and perfection of securities within the agreed TAT as per SLA.

d) Legal Risk Management and Advisory

• Provision of sound legal advise to the business/ staff on existing or emerging laws, operational requirements.
• Continually reviews, develops and refines legal policies and procedures to determine their suitability for the bank’s requirements and recommends modification and upgrading to meet the desired standards and changes in the bank’s risk profile.
• Participate in drafting and review of various risk policies and procedures to comply with the bank’s strategy and objectives
• Ensure any policy or identified regulatory breaches are properly authorized at the correct level
• Periodically do risk review of new and existing credit products and non-credit products with inherent risks and advise the management on remedial measures.
• Manage the performance and relationships of third- party legal service providers
• Monitor and manage Legal and Legal Product Risks within the business
• Liaise with relevant departments to ensure that where legal risks have been identified, appropriate courses of action have been taken.
• Provide and interpret legal information, conduct training and disseminate appropriate legal requirements to management and staff.

e) Corporate Governance and Board Support

• Assist in the preparation of board papers, minutes, resolutions, and statutory filings.
• Maintain statutory registers including registers of members, directors, and charges.
• Support the implementation of good corporate governance practices.

f) Bank-wide AML KYC & CFT Responsibilities

• Communicating and reinforcing the AML-CTF compliance culture established by the board.
• Implementing and enforcing the board-approved AML, KYC & CFT policy within the Department.

Staff Supervision Responsibilities

• Legal Contract Staff

Education

• Bachelor of Laws degree from a recognized University
• Post Graduate Qualifications- Diploma in Law
• Advocate of the High Court of Kenya with current practicing certificate

Experience

• At least five (5) years extensive legal experience either from the financial services sector or banking institution with extensive exposure to litigation, debt recovery and security perfection.
• Working knowledge of both the legal requirements and lending practice for financial institutions, particularly lending to the different market segments
• Exposure to CBK compliance requirements will be a definite advantage.
• Ability to work with minimum supervision 

Knowledge and Skills

• Technical Skills in Conveyancing and Securities documentation
• Litigation and Debt Recovery Processes.
• Ability to deal with and effectively Manage Senior Stakeholders confidently.
• Proficiency in Computer Skills.
• Strong Oral and Written Communication skills.
• Honest, Transparent and demonstrate high level on integrity.

This role is responsible for providing support from a legal perspective, and for preparing legal documents. This role describes both Corporate and Business Unit Legal Advisors.

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Security Manager (Faulu Microfinance Bank) at Old Mutual Kenya

Security Manager (Faulu Microfinance Bank)

JOB SUMMARY

The Security Manager is responsible for keeping facilities and people safe and secure. The Job holder oversees and ensures security procedures, monitor and respond to incidents, secure entrances, and conduct security checks. In addition, they are often responsible for assessing risks and providing solutions to mitigate them.

KEY TASKS AND RESPONSIBILITIES

• Crime Prevention and Investigation
• Responsible for maintaining a secure environment through ensuring the security of the physical bank.
• Act as liaison between Bank and any governmental agencies such as police, fire and any safety regulatory bodies.
• Establish and maintain procedures to reduce any internal theft/losses as well as evaluate existing security procedures periodically and give appropriate recommendations to Security manager.
• Establish and maintain policy for spot checks of employees carrying parcels when departing Bank property to ensure only employee personal property is leaving.
• Establish and maintain systems/procedures to ensure that both regular and irregular patrols of entire complex are completed to maximum potential.
• Ensure that all reports are completed properly and in a timely manner so as to ensure that all matters are duly communicated and all necessary actions are commenced as soon as required.
• Coordinate investigation of all act of crime, or any losses incurred against by customers, staff, and Bank company in order to determine those responsible and proceed with any necessary prosecution/recover of losses.
• Control access to critical areas where the need for access arises outside of normal operating hours for that area.
• Contribute to ensuring all staff adhere to all Bank policies/procedures.
• Ensure that all required checks, tests, and inspections are completed in a timely manner where required in order to ensure compliance with all code and regulation requirements and ensure that all records are properly maintained as required.
• Ensure that all staff are properly trained in emergency procedures and maintain an ongoing training/retraining program in order to ensure that all staff are familiar with procedures at all times.
• Conduct regular and irregular inspections of the Bank property in order to ensure that the safety of the customers, staff, and Bank physical premises are not being compromised by potentially dangerous situations.
• Through regular reviews, ensure that programs/procedures are in place in order to address most expected circumstances in the event of an emergency situation.
• Upon being advised, initiate/lead appropriate loss recovery actions necessary to protect the Bank from further additional losses and/or coordinate implementation of emergency plan.
• In cooperation with insurance adjusters and insurance company, implement actions necessary to minimize any potential claims.
• Act as Certified Representative in all health & safety matters requiring such representation by Bank management.
• Act as chairperson for Bank safety committee requiring regularly scheduled meetings of no less than as required by legislation to address matters concerning Bank staff workplace safety. Maintain and lead the purpose/goal of the committee to reduce the frequency of on-the-job staff injuries to a level that is within company acceptable standards.
• Through implementation of policies and procedures, ensure that the Bank maintains full compliance with all legislative acts including occupational health and Safety Act regulations. To include training/retraining of matters where necessary for all departments.
• Maintain a high level of general concern for workplace safety, amongst all Bank staff through implementation of various policies and procedures.
• Ensure all security staff are properly trained in emergency procedures at all times.
• Maintain responsibility for payroll and scheduling of department staff. Ensure that all necessary time sheets and documents are completed.
• Review daily activities of security officers on all shifts.
• Complete regular staff appraisals for each staff member and conduct corrective interviews with staff where necessary.
• Maintain control of Lost and Found valuables. Ensure that all items are properly returned to guests upon enquiries and verifications being made.
• Establish and maintain effective means of communication and working rapport with staff/management of other departments.
• Train and supervise security personnel within branches as appropriate.
• Incident reporting
• Embed a process for loss/risk incident reporting by branches/units (to ensure no surprises)
• Daily review of various branch CCTV and take necessary action to mitigate risk

ANTI-MONEY LAUNDERING (AML) EXPECTATION

The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

QUALIFICATIONS & EXPERIENCE

• Degree in Security Studies.
• Over 6 years’ experience in Security management.

SKILLS, KNOWLEDGE & COMPETENCIES

• Strong written and verbal communication skills
• Good judgment and problem-solving ability
• Excellent attention to detail
• Diversity awareness, understanding and respect for cultural differences
• Strong interpersonal skills
• Strategic thinking
• Possess high levels of integrity.
• Advanced computer skills in MS Office

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Universal Banker Matuu at Old Mutual Kenya

Job Description

To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.

Responsibilities

• Product/Service Information
• Provide advanced product/service information.
• Customer Order Processing
• Record and process customer orders, selecting the most appropriate approach based on predefined options.
• Resolving Customer Issues
• Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
• Customer Relationship Development / Prospecting
• Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Customer Relationship Management (CRM) Data
• Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
• Customer Needs Clarification
• Interview the customer, following a multilevel sales script, to clarify the customer’s requirements.
• Renewals
• Provide exceptional service to customers to encourage continued use of the organization’s products/services.
• Operational Compliance
• Develop working knowledge of the organization’s policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
• Personal Capability Building
• Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
• Skills
• Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

• Action Oriented
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Nimble Learning

Education

• NQF Level 3 & NQF Level 2 – Below school leaving

Closing Date: 30 October 2025 , 23:59

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Universal Banker (Nyeri) at Old Mutual Kenya

Job Description

To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.

Responsibilities

• Product/Service Information
• Provide advanced product/service information.
• Customer Order Processing
• Record and process customer orders, selecting the most appropriate approach based on predefined options.
• Resolving Customer Issues
• Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
• Customer Relationship Development / Prospecting
• Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Customer Relationship Management (CRM) Data
• Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
• Customer Needs Clarification
• Interview the customer, following a multilevel sales script, to clarify the customer’s requirements.
• Renewals
• Provide exceptional service to customers to encourage continued use of the organization’s products/services.
• Operational Compliance
• Develop working knowledge of the organization’s policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
• Personal Capability Building
• Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
• Skills
• Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

• Action Oriented
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Nimble Learning

Education

• NQF Level 3 & NQF Level 2 – Below school leaving

Closing Date20 October 2025 , 23:59

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Security Manager at Old Mutual

Job Description

JOB SUMMARY

The security manager is responsible for keeping facilities and people safe and secure. The Job holder oversee and ensures security procedures, monitor and respond to incidents, secure entrances, and conduct security checks. In addition, they are often responsible for assessing risks and providing solutions to mitigate them.

KEY TASKS AND RESPONSIBILITIES

• Crime Prevention and Investigation
• Responsible for maintaining a secure environment through ensuring the security of the physical bank.
• Act as liaison between Bank and any governmental agencies such as police, fire and any safety regulatory bodies.
• Establish and maintain procedures to reduce any internal theft/losses as well as evaluate existing security procedures periodically and give appropriate recommendations to Security manager.
• Establish and maintain policy for spot checks of employees carrying parcels when departing Bank property to ensure only employee personal property is leaving.
• Establish and maintain systems/procedures to ensure that both regular and irregular patrols of entire complex are completed to maximum potential.
• Ensure that all reports are completed properly and in a timely manner so as to ensure that all matters are duly communicated and all necessary actions are commenced as soon as required.
• Coordinate investigation of all act of crime, or any losses incurred against by customers, staff, and Bank company in order to determine those responsible and proceed with any necessary prosecution/recover of losses.
• Control access to critical areas where the need for access arises outside of normal operating hours for that area.
• Contribute to ensuring all staff adhere to all Bank policies/procedures.
• Ensure that all required checks, tests, and inspections are completed in a timely manner where required in order to ensure compliance with all code and regulation requirements and ensure that all records are properly maintained as required.
• Ensure that all staff are properly trained in emergency procedures and maintain an ongoing training/retraining program in order to ensure that all staff are familiar with procedures at all times.
• Conduct regular and irregular inspections of the Bank property in order to ensure that the safety of the customers, staff, and Bank physical premises are not being compromised by potentially dangerous situations.
• Through regular reviews, ensure that programs/procedures are in place in order to address most expected circumstances in the event of an emergency situation.
• Upon being advised, initiate/lead appropriate loss recovery actions necessary to protect the Bank from further additional losses and/or coordinate implementation of emergency plan.
• In cooperation with insurance adjusters and insurance company, implement actions necessary to minimize any potential claims.
• Act as Certified Representative in all health & safety matters requiring such representation by Bank management.
• Act as chairperson for Bank safety committee requiring regularly scheduled meetings of no less than as required by legislation to address matters concerning Bank staff workplace safety. Maintain and lead the purpose/goal of the committee to reduce the frequency of on-the-job staff injuries to a level that is within company acceptable standards.
• Through implementation of policies and procedures, ensure that the Bank maintains full compliance with all legislative acts including occupational health and Safety Act regulations. To include training/retraining of matters where necessary for all departments.
• Maintain a high level of general concern for workplace safety, amongst all Bank staff through implementation of various policies and procedures.
• Ensure all security staff are properly trained in emergency procedures at all times.
• Maintain responsibility for payroll and scheduling of department staff. Ensure that all necessary time sheets and documents are completed.
• Review daily activities of security officers on all shifts.
• Complete regular staff appraisals for each staff member and conduct corrective interviews with staff where necessary.
• Maintain control of Lost and Found valuables. Ensure that all items are properly returned to guests upon enquiries and verifications being made.
• Establish and maintain effective means of communication and working rapport with staff/management of other departments.
• Train and supervise security personnel within branches as appropriate.
• Incident reporting
• Embed a process for loss/risk incident reporting by branches/units (to ensure no surprises)
• Daily review of various branch CCTV and take necessary action to mitigate risk

ANTI-MONEY LAUNDERING (AML) EXPECTATION

The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

QUALIFICATIONS & EXPERIENCE

• Degree in Security Studies.
• Over 6 years’ experience in Security management.

SKILLS, KNOWLEDGE & COMPETENCIES

• Strong written and verbal communication skills
• Good judgment and problem-solving ability
• Excellent attention to detail
• Diversity awareness, understanding and respect for cultural differences
• Strong interpersonal skills
• Strategic thinking
• Possess high levels of integrity.
• Advanced computer skills in MS Office

Closing Date: 24 October 2025 , 23:59

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DevOps Engineer at Old Mutual Kenya

Develop functional systems and solutions with a focus on scalability, automation, reliability, security and quality. Implement customer integrations, and improve the customer experience. Perform root cause analysis of production errors, resolve issues, design procedures for system troubleshooting and maintenance, and build tools to reduce error occurrence. OML roles mapped to this profile are: RoA: Devops Support and Junior DevOps Engineer.

Responsibilities

Application Software Road Map

• Contribute to and maintain a roadmap to facilitate application software development and ensure the development work is prioritized in line with business requirements.

Product/Service Development

• Deliver defined features, functionality, or outcomes from a designated part of the development/engineering program, selecting the best available approach within established systems.

Data-Driven Product and Service Improvement

• Support data-driven analysis to identify opportunities for product/service improvement.

Design and Conceptualization

• Research and interpret data, trends, and benchmarks relevant to digital products/services design.

Information Security

• Implement required security measures, monitoring performance to notify security experts of any problems with coding or built-in packages.

Testing Information Technology (IT) Performance

• Perform website/applications software tests and respond to user emails to monitor, diagnose, and correct performance issues.

Application Software Development

• Contribute to development of existing and new applications by analyzing and identifying areas for modification and improvement. Contribute to development of new applications to meet customer requirements.

Faults Diagnosis and Correction

• Provide fault isolation and resolution to limit and address issues promptly.

Personal Capability Building

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Agile Release Planning

• Plan and replan software releases for small projects as they are produced to ensure timely updates and to deliver the planned benefits as early as possible in the project.

Requirements

• Bachelor’s degree in Computer Science, Information Security, or a related field.
• Basic understanding of DevOps principles and practices.
• Familiarity with scripting languages (e.g., Python, Bash) is a plus.
• Strong interest in cybersecurity and a desire to learn and grow in the field.
• Excellent problem-solving skills and attention to detail.

Closing Date: 20 October 2025 , 23:59

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Risk Manager at Old Mutual

Job Description

To provide support to the Head of Risk in the development, implementation and maintenance of an effective and integrated enterprise risk management framework.

KEY MEASURABLE GOALS

• Contribute to the overall risk management strategy of maintaining / reducing the level of risk as business expands.
• Assist in developing, implementing and reviewing of Risk Management Policies and processes in line with the needs of the business and regulatory requirements.
• Design and maintain appropriate risk identification and risk management tools for the business.
• Ensuring the bank has in place, effective reporting systems for risks and risk exposures to relevant stakeholders.
• Assess risks that the Bank is exposed to and advise on mitigation
• Assist in building an effective and efficient risk management team for the Bank
• Enhance risk awareness among staff and assist in creation of a risk culture within the organization
• Assist and advice the Bank in setting its risk appetite.

KEY RESPONSIBILITIES

• Design and maintain risk registers for relevant business units.
• Monitor and assess indicators for the Bank’s key risks and report on adverse movements in these risks.
• Prepare and submit MI reports on key risks and risk exposure to the Management, Board Risk Management Committee, Old Mutual and other stakeholders. This shall be done through the Head of Risk and Compliance
• Assist in developing and proposing risk exposure limits for the Bank
• Advise the Business on developments in the external environment that may expose the Bank to risks
• Raise the visibility of compliance issues, internally across all stake holders within the organization.
• Support the roll out and implementation of Old Mutual policies and Group Operating Manual
• Carry out risk management training to staff.
• Liaising with line managers, internal & external Audit, Examination functions & the relevant departments to identify significant risks and control lapses or weaknesses and highlighting the same to relevant stakeholders.
• Advising risk owners on appropriate controls and risk management strategies and measures.
• Assessing potential risks on new products and offerings under development and advice the product owners.
• Communicating and reinforcing the AML-CTF compliance culture established by the board
• Implementing and enforcing the board-approved AML, KYC & CFT policy.
• Any other duties assigned by the Head of Risk and Compliance from time to time

ANTI-MONEY LAUNDERING (AML) EXPECTATION

The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

SKILLS, KNOWLEDGE & COMPETENCIES

Knowledge and skills

• Knowledgeable in Enterprise Risk Management and banking regulations

Personal Attributes

• Good decision-making skills.
• Assertiveness
• Good communication skills
• Attention to detail
• Keen follow up

QUALIFICATIONS & EXPERIENCE

• Bachelor’s degree in business or finance
• CPA or ACCA, Risk Management Qualifications. (Desirable)
• At least 5 years’ experience in banking / financial institutions, 3 of which should be in risk management.

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Finance Business Analyst at Old Mutual Kenya

Job Description

Professional BA Certification (e.g., IIBA, CBAP) or a recognized Business Analysis credential.

Experience with ITIL, CMMI, PMI, or similar frameworks for project governance.Seeking a Senior Finance Business Analyst with 10+ years of overall experience, including at least 6+ years in Finance and Insurance. The role requires agile expertise in business analysis, change readiness, testing execution, and post–go‐live support. The successful candidate will facilitate solution design, requirements gathering, stakeholder alignment, and end‐to‐end implementation across multiple business teams and regions.

Duties and Responsibilities

Business Needs Assessment & Prioritization

• Analyze and triage incoming requests or enhancements based on relevance, urgency, and strategic impact.
• Collaborate with finance and insurance stakeholders to explore and evaluate different solution pathways, balancing constraints (time, cost, risk).

Requirements Elicitation & Documentation

• Conduct workshops with cross‐functional teams (including multiple geographies) to gather comprehensive requirements.
• Document requirements in sufficient detail (e.g., annotated process flows, data relationships, system interaction diagrams, UML diagrams) to guide solution design.
• Maintain strict traceability from initial request through to final deliverable.

Solution Design & Collaboration

• Work with technical teams, solution architects, and other business analysts to define solution approaches (process changes, system modifications, or both).
• Ensure that testing methodologies (user acceptance testing, integration testing, etc.) are aligned with business goals and thoroughly validated before deployment.

Change Readiness & Stakeholder Engagement

• Facilitate change impact analyses and assist business owners with risk mitigation plans.
• Develop or coordinate training materials, user communications, and support plans to ensure a high level of user readiness prior to go‐live.
• Proactively address and manage any anticipated or persistent resistance to change.
• ‐Live Embedment & Continuous Improvement
• Monitor key adoption metrics, gather user feedback, and track performance against business requirements after go‐live.
• Identify process gaps or additional needs that arise in BAU, and propose iterative improvements or follow‐on project work.
• Oversee documentation updates (including release notes, training guides, and knowledge articles) to reflect the final implemented solution.

Governance & Compliance

• Enforce governance throughout the requirements lifecycle and implementation process, ensuring stakeholder sign‐offs and proper storage of documentation.
• Ensure alignment with relevant financial regulations and corporate finance standards, especially in an insurance context.

Qualifications and Experience

• Bachelor’s degree in Business, Information Technology, Analytics, or a similar field.

Industry & Functional Expertise

• Proven Financial Services industry experience (specifically Insurance and/or Investments).
• Strong understanding of Corporate Finance business processes, principles, and data.
• 5+ years of experience in a project delivery environment with demonstrated complex project success.

Business Analysis Skills

• Competency in analytical problem solving, stakeholder collaboration, and requirements documentation.
• Demonstrable expertise in Business Analysis methodologies & tools (e.g., BPMN, UML).
• Experience with testing methodology, including user acceptance testing and test automation, is advantageous.

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Executive Driver at Old Mutual Kenya

Key Tasks and Responsibilities

• Provide safe, punctual, and courteous transport services for staff, executives, directors, and expatriates as per assigned schedules and requests.
• Conduct official errands including deliveries, pick-ups, and running company-related tasks.
• Always maintain cleanliness and roadworthiness of assigned company vehicles.
• Monitor vehicle service schedules and ensure timely servicing, maintenance, and inspections in line with manufacturer guidelines and company policy.
• Coordinate and follow up on repair needs, liaising with approved service providers.
• Track and request replenishment of fuel cards while ensuring efficient fuel usage and reporting anomalies.
• Maintain accurate and up-to-date vehicle logs for trips, fuel, mileage, and maintenance.
• Uphold duty of care in vehicle usage, ensuring safety of passengers, vehicle condition, and compliance with traffic laws.
• Ensure availability of valid documentation for assigned vehicles, including insurance, inspection, and licensing.
• Report accidents, mechanical issues, or traffic incidents immediately and follow company reporting protocols.
• Ensure compliance with company safety, health, and environmental standards and traffic laws at all times.
• Maintain high levels of confidentiality, particularly when transporting senior leadership or handling client documents.
• Serve as a brand ambassador through professional conduct and courteous interaction with clients and external partners.
• Support logistics and transport coordination during special company events or visits.

Skills and Competencies

• Excellent driving skills with a focus on safety and professionalism.
• Strong interpersonal skills with the ability to interact effectively with diverse individuals including executives and expatriates.
• Good communication skills (written and verbal).
• Ability to maintain confidentiality and always demonstrate integrity.
• Proactive, responsible, and able to work independently with minimal supervision.
• Time management and organizational skills.
• Familiarity with GPS, maps, and route planning tools.
• Professional demeanour and commitment to high service standards.
• Well-organized with the ability to prioritize and multitask in a fast-paced environment.
• Basic mechanical aptitude and ability to detect and report vehicle faults.
• Defensive driving

Knowledge and Experience

• Proven experience as a corporate driver or chauffeur in a reputable organization.
• Working knowledge of Nairobi and major regional towns, with ability to navigate diverse routes efficiently.
• Sound knowledge of local roads, routes, traffic rules, and regulations.
• Experience supporting senior executives or expatriates is an added advantage.
• Familiarity with vehicle logbooks, fuel card management, and vehicle maintenance procedures.

Qualifications

• Minimum Kenya Certificate of Secondary Education (KCSE) or equivalent.
• Valid and clean BCE or equivalent driver’s license.
• Valid Certificate of Good Conduct from the Directorate of Criminal Investigations.
• Defensive Driving Certificate (NTSA-accredited) is an added advantage.
• Basic First Aid certification is desirable

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Provider Relations Officer at Old Mutual Kenya

KEY TASKS AND RESPONSIBILITIES

• Strategic Purchasing – continuous engagement with providers to ensure provision of high-quality, cost-effective care
• Patient Experience monitoring – ongoing monitoring of patient feedback from the providers to guarantee great patient experience
• Provider network management – maintain an updated provider panel, monitor adequacy of providers in all key regions and conduct provider audits
• Provider relationship management – organize service meetings, training on UAPOM
• processes, obtain provider feedback and share relevant reports on providers
• Provider contracting – coordinate contracting of providers and managing the provider contract lifecycle.
• Customer service support – attend client service meetings to ensure delivery of superior customer experience.

SKILLS, KNOWLEDGE & COMPETENCIES

• Excellent communication and negotiation skills.
• Excellent interpersonal relationship skills.
• Extensive networking with SP and other medical insurers.
• Excellent analytical and monitoring skills
• Good decision-making skills.
• High level of integrity and honesty.

QUALIFICATIONS & EXPERIENCE

• Diploma/Bachelor’s in nursing or clinical medicine
• At least 2 years’ experience in a busy hospital setting
• Prior relevant experience in health insurance is preferred
• Extensive knowledge of public and private healthcare providers in Kenya
• Any insurance certification will be an added advantage.

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Digital Forensics & Data Analyst at Old Mutual Kenya

Key Tasks and Responsibilities

• Lead and support complex digital forensics investigations involving cyber fraud, insider threats, and data breaches. 
• Conduct end-to-end forensic acquisition, preservation, examination, and analysis of digital evidence from multiple sources (e.g., servers, mobile devices, cloud environments). 
• Develop and implement automated scripts and RPA solutions for data parsing and case workflow efficiency. 
• Leverage SQL and data analytics to extract, analyze, and correlate data from disparate systems for investigative purposes. 
• Produce high-quality forensic reports suitable for legal, regulatory, or executive review. 
• Collaborate with fraud response teams, legal counsel, and IT stakeholders during investigations. 
• Stay current with trends in cybersecurity threats, forensic tools, and investigative techniques. 

Skills and Competencies 

• Digital Forensics Tools: EnCase, FTK (AccessData), Intella, Cellebrite, X-Ways 
• Scripting & Querying: SQL, Python (preferred) 
• Automation: Robotic Process Automation (RPA) tools such as UiPath, Blue Prism, or Automation Anywhere 
• Data Analytics: Excel (advanced), Power BI, IDEA, or other analytics platforms 
• Strong knowledge of Windows, Linux, and mobile OS file systems, registries, and artifacts 
• Clear understanding of chain-of-custody and legal implications of digital evidence 

Knowledge and Experience

• Banking and Insurance Experience 
• Experience testifying as an expert witness or supporting legal proceedings 
• Experience working in Financial Services industries (e.g., financial services, Insurance and Microfinance) 
• Familiarity with SOC environments or incident response teams 

Qualifications

• Bachelor’s degree in computer science, Information Technology, or a related field 
• 3–5 years of experience in digital forensics, cyber fraud investigations, or related fields 
• Certifications (any of the following highly preferred): 
• EnCase Certified Examiner (EnCE) 
• AccessData Certified Examiner (ACE) 
• Certified Computer Examiner (CCE) 
• GIAC Certified Forensic Analyst (GCFA) or similar 

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Data Science and Analytics Specialist at Old Mutual Kenya

Key Tasks and Responsibilities

• Develop and deploy data-driven models and BI dashboards for early fraud detection and behavioral pattern analysis 
• Conduct proactive forensic data analysis using advanced tools such as Alteryx, IDEA, Power BI, and Tableau
• Write and optimize SQL, Python, and R scripts to query structured/unstructured data for anomalies and indicators of potential fraud
• Support investigations by extracting, cleaning, and transforming large volumes of financial, claims, and transactional data 
• Build repeatable analytics workflows to monitor risk indicators across key business functions
• Work closely with internal audit, risk, compliance, and IT teams to improve fraud detection strategies
• Contribute to data governance and data quality initiatives supporting forensic integrity and regulatory reporting

Skills and Competencies

• Languages/Scripting: SQL, Python, R
• Analytics & BI Tools: Power BI, Tableau, IDEA, Alteryx (Altrexy)
• Data Science & Engineering: ETL workflows, data wrangling, feature engineering
• Excel: Advanced data analysis and visualizationStrong understanding of fraud typologies in the banking and insurance sectors
• Ability to translate complex datasets into actionable forensic insights 

​​​​​​​Knowledge and Experience

• Familiarity with fraud detection models (e.g., outlier detection, clustering, anomaly scoring)
• Exposure to case management tools and forensic investigation platforms
• Experience with regulatory frameworks like AML, FATCA, or fraud compliance in financial services
• Knowledge of internal audit or forensic procedures is beneficial

​​​​​​​Qualifications

• Bachelor’s degree in computer science, Information Technology, Data Science, or related field
• 1–2 years of experience in data analytics, business intelligence, or data science
• Certifications preferred: 
• Power BI Certification
• Certified Data Management (CDM) or equivalent

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