Jobs Companies Old Mutual Assistant Underwriter

About this Assistant Underwriter role at Old Mutual

Old Mutual · Onsite · Nairobi

Lets Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

• Enforce underwriting controls including on-boarding, certificates, booking of business, and documentation.
• Implement underwriting guidelines, process, and procedure to ensure quality underwriting and business.
• Ensure profitability of the department through quality control and onboarding
• Quality documentation timely turn around - TAT
• Excellent customer service and support for retention

1. KEY RESPONSIBILITIES

  • Enforce underwriting controls.
  • Ensure compliance with underwriting guidelines and Standard Operating Procedures.
  • 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.
  • Review and dispatch of notices and documents.
  • Ensure that work is done within the set standards of service and TAT.
  • Prepare relevant reports for management and departmental consumption.
  • 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.

2. SKILLS AND COMPETENCIES

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

3. QUALIFICATIONS (Academic, Professional, Experience)

Qualifications:

  • Degree preferably in insurance

Experience:

  • 1 year and above  

4. 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

Action Planning, Client Management, Computer Literacy, Database Administration, Desktop Publishing (DTP), Executing Plans, Management Reporting, Network Administration, Numerical Aptitude, Office Systems, Oral Communications, Policies & Procedures, Report Review, Resource Scheduling

Competencies

Collaborates

Communicates Effectively

Drives Results

Ensures Accountability

Plans and Aligns

Tech Savvy

Education

NQF Level 3 & NQF Level 2 - Below school leaving

Closing Date

10 September 2026 , 23:59

The Old Mutual Story!

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About Old Mutual

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.

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