Client Service Officer

Client Service Officer Job Overview

Old Mutual, a leading African financial services organization, is seeking talented Client Service Officers to join their team across strategic branch locations. This exciting opportunity offers a chance to write Africa’s story together by providing exceptional client support and maintaining high-quality service standards.

Job Locations

• – Machakos
• – Thika
• – Eldoret

Job Details

• – Job Requisition ID: JR-60712
• – Posted: 13 Days Ago
• – Closing Date: 31 December 2024

About the Role

The Client Service Officer plays a critical role in delivering outstanding customer service, supporting underwriting processes, and ensuring operational excellence across Old Mutual’s branch network. This position requires a detail-oriented professional who can manage multiple responsibilities while maintaining the highest standards of client care.

Primary Responsibilities

Client Service and Support

• – Provide comprehensive client support through telephonic and face-to-face interactions
• – Deliver high-quality customer service to all clients
• – Maximize cross-sale and up-sale opportunities
• – Follow up on renewals to ensure maximum retention of profitable accounts

Underwriting and Documentation

• – Enforce underwriting controls and ensure compliance with guidelines
• – Process and check underwriting documents
• – Prepare accurate and timely quotations
• – Process policy documents within set timelines
• – Issue and sign Motor Certificates and Yellow cards
• – Initiate motor valuations and follow up

Operational Compliance

• – Ensure 100% adherence to the authority matrix
• – Maintain compliance with AML and PEP guidelines
• – Adhere to Standard Operating Procedures
• – Capture clean and accurate data
• – Maintain an orderly and up-to-date registry
• – Review and dispatch notices and documents

Financial and Administrative Tasks

• – Process premium debiting
• – Handle timely processing of refunds
• – Prepare relevant reports for management
• – Perform daily scanning and indexing of mails
• – Safeguard security documents
• – Follow the credit control policy

Required Skills and Qualifications

Educational Requirements

• – Bachelor of Commerce degree

Essential Skills

• – Strong attention to detail
• – Excellent communication abilities
• – Proficiency in data management
• – Customer service orientation
• – Ability to work in a fast-paced environment
• – Analytical and problem-solving skills

Workday and Career Opportunities

Old Mutual offers comprehensive career opportunities through their Workday platform, providing transparent and accessible job listings. The careers.oldmutual.com portal provides multiple opportunities, including jobs for matriculants and entry-level positions in various departments.

Why Choose Old Mutual?

• – Be part of a purpose-driven organization
• – Opportunity to contribute to Africa’s financial growth
• – Work with a diverse and inclusive team
• – Potential for professional development
• – Competitive employment in the financial services sector
• – Access to Old Mutual My Workday career management tools

Application Process

Interested candidates who are passionate about delivering exceptional client service and making a difference in the financial services industry are encouraged to apply. Showcase your commitment to excellence, attention to detail, and customer-centric approach.

Old Mutual is an equal opportunity employer committed to diversity and inclusion in the workplace.

Additional Information

• – Candidates must be legally authorized to work in Kenya
• – Previous customer service or financial services experience is an advantage
• – Proficiency in local languages is a plus