Retail Business Relationship Executive
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Industry Banking / Financial Services Founded 1920 Type Public Website www.oldmutual.co.ke Address Corner Mara and Hospital Road, Upper Hill, Nairobi.P.O. Box 30059 Nairobi, Kenya
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KEY TASKS AND RESPONSIBILITIES
Retention & Renewal Management
- Manage the renewal cycle and ensure terms/notices are issued by the 15th of each month for SME and 60 days in advance for Retail renewals
- Maintain and update the renewal tracker
- Conduct daily follow-ups with intermediaries via calls, visits, and emails
- Confirm renewals and obtain renewal instructions
- Participate in renewal meetings with intermediaries and clients
- Support credit control through renewal premium collection and confirmation.
Relationship Management
- Act as the primary point of contact for intermediaries
- Maintain strong relationships to ensure maximum retention of profitable accounts
- Handle and resolve customer and intermediary concerns promptly
- Conduct quarterly and monthly performance reviews with key partners for SME.
Portfolio Growth
- Identify selling opportunities
- Conduct market research to identify new SME and retail prospects
- Analyze market trends, competitor activity, and client needs
- Develop proposals, presentations, and product demonstrations
- Support sales planning and execution with the Head of Retail
- Lead contract negotiations and close deals
D. Internal Coordination
- Work closely with underwriting, claims, and customer service teams
- Coordinate with marketing on campaigns supporting retail and SME
- Ensure compliance with regulations and internal policies
- Provide regular performance and market intelligence reports.
SKILLS AND COMPETENCIES
Skills
- Good communication skills
- Ownership & Commitment
- Customer Focus
- Time management & Negotiation skills
- Business Planning & Implementation
- Honesty and integrity
- Good assessment and analytical skills
- Ability to work with cross-functional teams.
- Ability to meet strict deadlines.
- Excellent sales and customer service skills, with proven negotiation skills.
- Excellent supervisory and leadership skills.
- Thorough understanding of the company’s products and/or services, and those of immediate competitors in the surrounding market.
- Strong analytical, data, and reporting skills.
Qualifications:
- A business-related degree from a recognized university
- Relevant professional insurance qualification – IIK/CII/ACII/LOMA
- Strong skills with Microsoft Office Package: Excel, PowerPoint, and Outlook Technical
- 2 years in medical insurance business development and underwriting functions