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Position: Client Service Officer - Branches

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Locations: Machakos, Thika, Eldoret
Job Requisition ID: JR-60712

Job Description:
This role assists clients telephonically or face to face, ensuring compliance with business processes and guidelines. The incumbent is individually accountable for achieving results through their efforts. The role requires less product and process knowledge than the Senior Consultant role.

Key Primary 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-ups.

  • Debiting of premiums and processing policy documents within set timelines.

  • Process and check underwriting documents.

  • Issue and sign Motor Certificates and Yellow cards.

  • Review and dispatch notices and documents.

  • Ensure all work is done within the set service standards and turnaround time (TAT).

  • Prepare relevant reports for management and departmental consumption.

  • Provide quality customer service to all clients.

  • Safeguard security documents.

  • Scan and index daily mails.

  • Initiate motor valuations and follow up.

  • Adhere to the credit control policy.

  • Follow up on renewals and ensure the maximum retention of profitable accounts.

  • Process refunds and follow up on them.

  • Ensure 100% adherence to the authority matrix.

  • Maintain an orderly and up-to-date registry.

  • Ensure compliance with AML and PEP guidelines.

  • Maximize cross-sale and up-sale opportunities.

  • Perform other duties as required by management.

Skills and Education:

  • Bachelor's degree in Commerce or related field.

Application Process:
If you are interested in this exciting opportunity, please apply at Client Service Officer - Branches Job Application on or before 31st December 2024.

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Old Mutual Kenya

Old Mutual Building, Corner ofMara/Hospital Roads, Upper Hill

The UAP Old Mutual Group is comprised of Faulu, UAP and Old Mutual, forming one of the largest financial services groups with a growing footprint in East and Central Africa, with operations in Kenya, Uganda, Tanzania, South Sudan, Rwanda and the Democratic Republic of Congo. The Group was formed in 2015 as a result of the acquisition of a controlling stake by Old Mutual in Faulu Microfinance Bank in 2014 and UAP Holdings in 2015. The Group pursues an integrated financial services model to avail to customers a comprehensive range of financial solutions which include Investment, Insurance, Banking and Savings through a wider and more accessible distribution network.