Temporary Customer Service Officer – Bancassurance

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.

We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

Job Description

• To assess, price and determine terms for risks presented within set standards of service in a manner to ensure quality selection of risks and timely service.
• Raise premium debits, credits in a timely manner within the TATs

PRINCIPAL ACCOUNTABILITIES.

• Determine acceptability of risks, monitor and review terms of accounts assigned
• Raise premium debits and credits for work allocated within TAT
• Capture insured, risk, and premium data correctly in the system
• Prepare and follow up renewal notices to ensure retention.
• Requisition for premium refund to facilitate issue of cheque
• Ensure that premiums are paid in respect of accounts managed
• Maintain effective business relationships to ensure effective delivery of service
• Maintain service standards to ensure high quality customer service is delivered.

KNOWLEDGE AND EXPERIENCE.

Qualifications:

• 1st Degree

Experience:

• 1 year experience is an added advantage.

SKILLS AND COMPETENCIES.

• Product Knowledge and functions of the various departments.

KEY RESULT AREAS & PERFORMANCE INDICATORS

• Preparation of documents – policies, endorsements, certificates within standards of service
• Renewal notices and renewal terms including renewal follow-up
• Review of performance of accounts/Banks to ensure overall performance is at below 40%
• Maintenance and accounting for accountable documents
• Liaise with claims and credit control to monitor account performance premium payment.
• Marketing company products and service to banks
• Ensure payment requisitions are processed immediately on request.

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.

Closing Date: 13 August 2025 , 23:59