From the employer's hiring system · Verified employer
Relationship Executive
Old Mutual Kenya
Job at a glance
- Employer
- Old Mutual Kenya
- Position
- Relationship Executive
- Location
- Nairobi, Kenya
- Experience
- 2-3 years in insurance client servicing
- Education
- Bachelor's degree in business-related field
- Salary
- Not stated in the advert
- Application deadline
- 21 October 2026
- Posted on VacancyKE
- 13 October 2026
VacancyKE summary
Old Mutual Kenya is hiring a Relationship Executive in Nairobi to manage intermediary and client relationships for assigned schemes. You will ensure superior customer service, drive portfolio growth, and handle compliance duties.
What stands out about this opportunity
- Deadline: 20 October 2026
- Focus on health benefit plans and key accounts
- Includes training on automation tools
Key responsibilities
- Proactively manage intermediary and customer relationships for assigned scheme portfolios
- Ensure superior customer experience while collaborating with internal departments
- Track and report on delivery of the Customer Service Charter against NPS and NES targets
- Drive profitable portfolio growth through retention of existing business
- Provide market intelligence on renewals and tenders for competitive pricing
- Reduce costs and implement controls for adverse performing schemes
- Support excess undertakings and premium collection processes
- Train clients and intermediaries on automation initiatives
Who should apply?
Early-career insurance professionals with 2-3 years of experience in client servicing who hold a business-related university degree.
Key requirements
- 2-3 years insurance experience
- SME/Corporate portfolio handling
- Business-related degree
- Microsoft Office proficiency
- AML/KYC compliance knowledge
Nice to have
- Professional insurance qualifications such as CII/COP
What you should know
- The role requires strict adherence to Anti-Money Laundering and Compliance standards
- Applications close on 20 October 2026 at 23:59
How to apply
- Apply via the Old Mutual Careers portal using reference JR-84471
Official source: From the employer's hiring system · oldmutual.wd3.myworkdayjobs.com. VacancyKE never charges job seekers.
Original employer advertisement
Published by Old Mutual Kenya on oldmutual.wd3.myworkdayjobs.com. Shown for reference; the employer’s version is the official one.
The employer’s advert
Lets Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
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.
1. 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.
2. 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
3. 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.
4. QUALIFICATIONS & 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)
•
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.
Skills
Accounting, Action Planning, Building Valuations, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Project Budget Management, Solution Analysis
Competencies
Action Oriented
Collaborates
Communicates Effectively
Decision Quality
Ensures Accountability
Financial Acumen
Instills Trust
Manages Complexity
Education
NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
20 October 2026 , 23:59
The Old Mutual Story!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
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.
1. 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.
2. 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
3. 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.
4. QUALIFICATIONS & 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)
•
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.
Skills
Accounting, Action Planning, Building Valuations, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Project Budget Management, Solution Analysis
Competencies
Action Oriented
Collaborates
Communicates Effectively
Decision Quality
Ensures Accountability
Financial Acumen
Instills Trust
Manages Complexity
Education
NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
20 October 2026 , 23:59
The Old Mutual Story!