Entry Level

Customer Service Officer

Old Mutual

Mombasa

Overview

Posted 3 weeks ago
Experience: Some Exp. a Plus
Min. Education level: Bachelor's Degree
Specialism: Customer Relations / Insurance
Deadline: Thursday, June 18, 2026

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Vacancy Description

Entry Level
Mombasa
Posted 3 weeks ago
Applications have closed

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.

Customer Service Officer – Mombasa Branch (Fixed Term)

Role Summary:

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.

QUALIFICATIONS

Qualifications:

Degree preferably insurance.

SKILLS AND COMPETENCIES

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

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.

Customer Service Officer

Old Mutual

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Customer Service Officer

Old Mutual

Is this your next job?

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