Company Founded: Founded in 1920

  • Head of Retail & Branch Business 

Senior Forensic Officer

    Head of Retail & Branch Business Senior Forensic Officer

    Introduction…
    Reporting to the GM Distribution, the job holder will drive business development through the Retail and Branch distribution network by leading and managing Channel and Branch managers in carrying out sales and marketing activities so as to ensure the company achieves its corporate goals in terms of revenue growth, profitability and customer service.
    Minimum Requirements…
    KNOWLEDGE & EXPERIENCE
    Qualifications:

    Bachelor’s degree in Commerce, Economics, Education, Finance or any other business related field is desirable.

    Experience:

    5 Years’ experience in Business Development, Management and or training and management of Sales Team in the insurance industry.
    Qualifications in Training and Development will be an added advantage

     SKILLS & COMPETENCIES

    High caliber sales professional with a strong inclination to transfer hisher abilities to others and making a personal impact on staff
    High level of initiative and self-motivation
    Strong working knowledge of Ms Office suite
    Passionate about developing people and constantly upgrading hisher personal competencies
    Strong written and verbal communication and inter personal skills
    Excellent presentation skills 

    Job Specification…
    PRINCIPAL ACCOUNTABILITIES

    Set up clear targets for Branch Managers to ensure maximum productivity, profitable growth and cost management
     Drive the achievement company sales targets, business quality targets, profitability targets and premium collection targets through the branch distribution network
    Monitor Branch business performance and take corrective action so as to meet the set targets
    Profitably grow retail business portfolio to the required proportion as defined in the business strategy
    Identify opportunities for further business growth and implement strategies to take advantage of them
    Manage all costs within the marketing budget for the branches
    Conduct joint field work with Branch managers when necessary to support their business development activities
    Conduct regular workshops and seminars aimed at communicating and developing sales skills, product knowledge and business management for agents, brokers and branch staff
    To establish new branch networks in the counties e.g. satellites, distribution partnerships, retail centers and outlets
    Assist branch managers in the recruitment of Agents and DSF
    Ensure customer service standards are met as per the customer service charter
    Imparting product & process training to the branches team
    Collect market intelligence from the branches so as to come up with new products and other strategic responses
    Ensure that the UAP branch network allows UAP to reach all potential clients so as to ensure profitability of branch operations
    Ensure that quality incentive schemes that help to drive the achievement of revenue targets are developed and implemented for intermediaries

     KEY RESULT AREAS & PERFORMANCE INDICATORS

    Deliver a quality marketing strategy that is able to drive UAP business goals and is in line with the business plan,
    Delivery the gross premium general business and health budget and ensuring that business growth targets are met
    Drive advertising and promotion activities, ensuring that they are timely, effective and within budget and that set brand image goals are achieved
    Marketing costs and expenses kept within budget
    Achievement of profit targets
    Achievement of customer experience targets
    Number and quality of intermediaries
    Number of New recruited intermediaries meeting targets
    High Renewal Retention
    Number of Agents achieving set sales standards
    Brand alignment of Agents and Branch staff
    Number of DSFs growing into sales leadership roles
    Number of Agents staying with the company for 5 years and above.
    Full regulatory compliance of the sales team

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  • Senior Manager, Retail Growth – Faulu

    Senior Manager, Retail Growth – Faulu

    Introduction…
    Reporting to the Head of Retail Banking and Bancassurance, the role-holder will develop business opportunities in the segment through Balanced growth of Deposit, Loans and Bancassurance. The Role will also ensure quality growth of the Loan book.
    Minimum Requirements

    A degree in a business-related field i.e. Bachelor of Commerce, Business Studies, Economics or Banking/Finance.
    AKIB or Marketing Course
    Formal training in lending/relationship management
    At least 5 years managerial experience with proven track record for delivery of superior results
    Experience in lending /credit management
    A detailed knowledge of bank’s products relating to the Micro- market segment.
    A good knowledge of other Bank products and services to facilitate cross-selling.
    A good understanding of the current trends both in the banking industry and the corporate world of business.
    A detailed knowledge of the Bank’s liability products and of the Bank’s policies is essential.
    A detailed understanding of the relationship management concept.
    Credit skills
    Financial analytical skills
    Leadership Skills
    Negotiation skills
    Good communication and interpersonal skills
    Report writing and presentation skills
    Business opportunity identification skills

    Job Specification…

    Business Growth

    Growth of Deposits both Cheap and Term deposit in line with the Bank Strategy
    Growth of the Loan book through quality disbursements.
    Growth of all Bancassurance products
    Quality management through timely payments and enhanced Schemes Relationship.
    Sales Team productivity Management through regular performance Management.
        Working closely with The Head of the Department to offer leadership to Retail Banking team to ensure achievement of both departmental and corporate objectives.
    Manage achievement of sales, retention of client base and profitability of portfolio.
    Optimize business growth through aggressive sales efforts resulting in quality growth of client’s relationship, develop new business and grow accounts.
    Offer competitive products and services that meet the needs of target market
    Modelling cross-selling initiatives to increase customer Share of wallet .
    Based on market intelligence, s/he to advise the segment head on the product improvements necessary for a better appeal.
    Increasing penetration of corporates with our products
    Reintroducing our full product offering to enable us increase customer wallet share through cross-selling
    Improve efficiency in handling Retail customer applications based on informed customer feedback
    Brand appeal in and outside our Retail relationships through word of mouth advocacy.
    Communicating and reinforcing the AML-CTF compliance culture established by the board
    Implementing and enforcing the board-approved AML, KYC & CFT policy within the Department, Unit or Branch

    Customer Service

    Customer delight in all services given to customers in our space
    Work towards enhanced turnaround of all offerings  to ensure a pleasant customer experience.
    Need based cross-selling of all the Bank products and services including Bancassurance.

    Monitoring and Control of Bank’s portfolio

    Ensuring compliance with Bank’s credit policy and Government regulations
    Regularly monitor all non-performing accounts per Employer
    Liaise with the respective scheme leadership to ensure facilitated booking, verification and tracking of clients who have left employment in various schemes.
    Maintain and evaluate quality of Loans to ensure compliance with lending guidelines.
    Preparation of special business reports on credit disbursements, loan arrears and recovery.

    Staff functions

    Adopting a proactive and energetic work style to enhance customer/ interdepartmental /branch delight.
    Offer regular update to the Branch Teams growth of the Portfolio and quality control.
    Upholding the required professional and technical knowledge by attending and contributing to the appropriate Training programmes

  • Senior Underwriter – General Insurance Kenya 

Customer Service Officer – General Insurance Kenya

    Senior Underwriter – General Insurance Kenya Customer Service Officer – General Insurance Kenya

    Introduction…
    Reporting to Assistant Underwriting Manager, the job holder will 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.
    Minimum Requirements…
    Skill Competencies, Qualifications and experience:

    1st Degree, ACII
    5 years
    Product Knowledge and functions of the various departments.

    Job Specification…
    Principal Accountabilities.

    Determine acceptability of risks, recommend risk surveys, monitor and review terms of accounts assigned
    Supervise, train and mentor staff on technical matters to ensure their skills are sharpened
    Check and sign underwriting document to authenticate it
    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
    Monitor service standards within the section to ensure high quality customer service is delivered.

    Key Result Areas

    Preparation of quotations and follow-up
    Preparation of documents – policies, endorsements, certificates within standards of service
    Renewal notices and renewal terms including renewal follow-up
    Review of performance of accounts/brokers to ensure overall performance is at below 45%
    Broker visits
    Maintenance and accounting for accountable documents
    Signing of documents within authority levels
    Liaise with claims and credit control to monitor account performance premium payment
    Marketing company products and service to brokers
    Completion of reinsurance cards for large risks
    Ensure the QOP standards are upheld in the department and report any issues to the quality council
    Ensure payment requisitions are processed immediately when presented to me by my colleagues
    Ensure quotations, including those done by Assistant underwriters are competitive
    Ensure all other users of EDMS are assisted anytime they have any problem regarding the system.

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  • Pension Fund Accountant 

Junior Project Manager

    Pension Fund Accountant Junior Project Manager

    Introduction…
    Reporting to the Team Leader – Pension Administration, the incumbent will oversee all fund accounting & pension administration duties for UAP OLD Mutual Group pensions portfolio within the statutory provision in place, and perform day to day pension consulting responsibilities.
    Minimum Requirements…

    Degree in B-Com /Business related
    Certified Professional Accountant (CPA) / ACCA
    Pension fund accounting & pension administrations experience will be an added advantage

    Technical Knowledge
    At least 3 years’ experience
    Job Specification…

    To manage all the schemes in books in accordance with the RBA act, Income tax Act and any other relevant legislation, statutory and regulatory compliance;
    Submit statutory returns to RBA and KRA within set guidelines;
    Maintain proper Book of accounts for all schemes;
    Ensure that all reports required by clients and the regulatory authorities are prepared in time and filed in line with the law ;
    Ensure that the management reports are prepared accurately and on time;
    Effective management of relationships with both internal and external customers and service providers;
    Coordinate scheme audits and ensure audited accounts are submitted within statutory deadlines;
    Ensure Audit findings are addressed and closed within agreed timelines and the processes are embedded within pension administration
    Providing  all records required and coordinating the reconciliations with the Finance department and presenting the reconciled sign off monthly report to the Team Leader- Pension administration;
    Providing effective and efficient communication between Trustees, the sponsor auditors and the regulator;
    Ensuring Administration reports are prepared & circulated on time

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  • Debt Recovery Officer – Faulu 

Credit Operations Officer 

Senior Credit Officer Quality Assurance and Compliance- Faulu

    Debt Recovery Officer – Faulu Credit Operations Officer Senior Credit Officer Quality Assurance and Compliance- Faulu

    Introduction
    Reporting to the Debt Recovery Manager the job holder will ensure compliance with internal credit policies and procedures, best practices and CBK prudential guidelines to facilitate management of credit risks within tolerable levels. The Job holder will ensure that ALL approved and disbursed loans are full repaid as stipulated in the terms and conditions,
    Minimum Requirements

    2 years’ experience in credit and debt collection
    Knowledge in credit management is an obvious advantage
    Proficiency in T24 skills
    ICT Qualifications; MS Excel , MS Access
    Capacity and willingness to work for long hours and within strict deadlines
    Excellent interpersonal skills
    High degree of confidentiality
    Analytical mind
    Knowledgeable on the Financial services sector
    Assertive
    Honest
    Highly organised
    Creative and Innovative
    Proactive and fast decision maker

    Job Specification

    Ensure one day arrears management for all disbursed loans
    Record and maintain a track of all the recovery progress for all loans in arrears
    Prepare weekly arrears reports for all the branches and follow with them to ensure full repayment.
    Prepare demand letters and ensure that they are forwarded to the defaulting customers.
    Prepare debt collection instructions to external service providers to facilitate recover as per the debt recovery guidelines.
    Prepare reports and make recommendations on bad debts to be written-off to the management for approval.
    Processes and maintain an updated register on loan related insurance claims and ensure prompt reimbursement.
    Monitor debt collection response cycles and contacts as well as credit control performance
    Manage resource scheduling and the determination of priority of work and procedures to maximize production output and success levels.
    Report and monitor all risks associated with debt recovery
    Generate compliance reports for use in decision making and performance appraisals
    Monitor, on a continuous basis, all transactions to ensure that unusual and suspicious transactions are reported to the Money Laundering Reporting Officer (MLRO)
    Implementing and enforcing the board approved AML, KYC & CFT policy in as far as is applicable within debt recovery.
    Do any other duties that may be assigned by the Management.

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  • Credit Legal Officer- Faulu 

IT Systems & Security Operations Lead-Faulu 

Manager Digital and Business Systems -FAULU 

Information Call Centre Agent 

Case Management Nurse 

Sales Manager

    Credit Legal Officer- Faulu IT Systems & Security Operations Lead-Faulu Manager Digital and Business Systems -FAULU Information Call Centre Agent Case Management Nurse Sales Manager

    Introduction.
    Reporting to the Head of Legal, the job holder position will be responsible for handling perfection of Legal/Credit Documentation relating to approved facilities by providing high level quality support to Credit Department, business teams and related units while providing independent control over the credit documentation and securitization process, as well as General Conveyancing and Commercial.
    Minimum Requirements

     Bachelor of Laws degree from a recognized University
    Post Graduate Qualifications- Diploma in Law
    Advocate of the High Court of Kenya with current practicing certificate

    Job Specification

    Processing of instructions to External Advocates upon receipt of duly approved Credit Approval, observing turn-around time and high standards of accuracy.
    Ensure the appropriate security documentation on the Bank’s Standard forms have been properly prepared before execution by the Bank.
    Liaising with Branch, Credit Department and external legal counsel on security documentation process and ensuring that security documentation and other conditions of sanction have been perfected/ completed.
    Drafting and review of  Bank’s contracts, commercial agreements , Leases and Licenses and providing sound legal and commercially focused advice to the business units on the same.
    Supporting Head of Legal in providing sound, accurate, decisive and timely legal advice to Business Units.
    Managing external legal panel and security perfection processes in a timely manner and advising the bank on the status of all matters.
    Reviewing the department’s processes and policies to ensure they are in line with legal and regulatory requirements.
    Identifying, mitigating and escalating legal risk within a formal reporting framework for the different business units and working with function heads to mitigate risk.
    Keep abreast and advise on emerging, revised or new regulatory requirements, Bills and regulations.
    Monitor, on a continuous basis, all transactions to ensure that unusual and suspicious transactions are reported to the Money Laundering Reporting Officer (MLRO).
    Implementing and enforcing the board approved AML, KYC & CFT policy in as far as is applicable within my area of responsibility

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  • ICT Graduate Trainees

    ICT Graduate Trainees

    Introduction
    This is an 18-month program designed to prepare future leaders to take up challenging responsibilities and prepare them for business leadership roles. The program encompasses rotations within the ICT function in an accelerated learning environment with continuous coaching and mentorship programs.
    Minimum Requirements

    Bachelor’s degree in Information Technology, Electronics Engineering, Computer Science or a related field
    Knowledge in SQL, Java, Oracle or Operating Systems i.e. Linux, Windows and orientation to Networking
    Innovation hungry, Ambitious and a team player
    A person who can work to deliver new solutions to the business
    Tech Savvy and analytical
    Focused, flexible, engaging and collaborative
    Self-driven and clear demonstration of self-learning
    Demonstrate Leadership Skills, creativity, critical thinking and versatility
    Excellent oral and written communication skills with good interpersonal skills
    Professional qualification on CCNA, CCNP, Cyberoam or a related field

    Job Specification

    Take responsibility for and commit to continuous self-development throughout the program
    Deliver on business initiatives by solving structured problems within business units
    Be positive, courageous and seek opportunities to learn and develop
    Inspire and influence others
    Work with the assigned coach to perform and exceed set expectations
    Successfully manage and complete all assigned projects and assessments
    Work with the assigned Coach to identify innovations and business improvement opportunities;
    Willingly and continuously share knowledge and learning with program peers as well as coaches
    Participate in progress assessment reviews, periodic performance evaluations and coaching

  • Equity Trader-Old Mutual Securities Kenya 

Legal Officer, General Insurance – Kenya

    Equity Trader-Old Mutual Securities Kenya Legal Officer, General Insurance – Kenya

    Introduction
    Reporting to the Senior Trader, this is a key business growth position focusing on both trading and business development.
    Minimum Requirements

    This is a key role within Old Mutual Securities and hence looking for a strategic and astute implementer with the following specifications:
    A Bachelor’s degree in business, finance, economics, actuarial science, computer science or equivalent
    5 years’ relevant industry experience within equity sales & trading preferred.
    Possess thorough knowledge of financial markets, equity operations, trading strategies, settlements, etc.
    Proven ability to make real time trading decisions weighing complex circumstances under considerable time pressure
    Has an established and strong book of business with solid buy-side relationships
    Self-motivated, disciplined, assertive and able to work independently in a fast paced, competitive environment
    Strong interpersonal, communication & presentation skills
    Must possess the highest level of integrity, strong analytical skills and critical thinking skills
    A team player able to work cohesively with management, customers and staff
    Proficient computer skills using electronic trading systems platforms and Microsoft Office

    Job Specification

    This position’s focus is to achieve the set business targets. The main responsibilities include: –
    Identify, develop and cultivate new client relationships with institutional investors.
    Manage current institutional client relationships by frequently calling and visiting clients
    Provide written updates on the business, sales, leads, etc..
    Sourcing of block trades from and for institutional clients
    Monitor market information and stock price movements and provide viable solutions to client needs
    Efficiently troubleshoot issues with the trading unit and be proactive in their resolution
    Communicate all relevant and critical information to management in a timely manner
    All other duties as assigned by management.

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  • Equity Trader

    Equity Trader

    Introduction
    Reporting to the Senior Trader, this is a key business growth position focusing on both trading and business development.
    Minimum Requirements
    This is a key role within Old Mutual Securities and hence looking for a strategic and astute implementer with the following specifications:

    A Bachelor’s degree in business, finance, economics, actuarial science, computer science or equivalent
    5 years’ relevant industry experience within equity sales & trading preferred.
    Possess thorough knowledge of financial markets, equity operations, trading strategies, settlements, etc.
    Proven ability to make real time trading decisions weighing complex circumstances under considerable time pressure
    Has an established and strong book of business with solid buy-side relationships
    Self-motivated, disciplined, assertive and able to work independently in a fast paced, competitive environment
    Strong interpersonal, communication & presentation skills
    Must possess the highest level of integrity, strong analytical skills and critical thinking skills
    A team player able to work cohesively with management, customers and staff
    Proficient computer skills using electronic trading systems platforms and Microsoft Office

    Job Specification
    This position’s focus is to achieve the set business targets. The main responsibilities include: –

    Identify, develop and cultivate new client relationships with institutional investors.
    Manage current institutional client relationships by frequently calling and visiting clients
    Provide written updates on the business, sales, leads, etc..
    Sourcing of block trades from and for institutional clients
    Monitor market information and stock price movements and provide viable solutions to client needs
    Efficiently troubleshoot issues with the trading unit and be proactive in their resolution
    Communicate all relevant and critical information to management in a timely manner
    All other duties as assigned by management.

  • Claims Analyst – General Insurance, Kenya

    Claims Analyst – General Insurance, Kenya

    Introduction…
    Reporting to the Assistant Claims Manager – General Insurance, the role will entail processing claims in an expeditious and professional manner thereby meeting the customer’s expectations and the overall departmental objectives.
    Minimum Requirements…

    Degree
    1-2 years’ experience

    Skills  and Competencies

    Computer skills
    Good Customer service
    Good Analytical Skills

    Job Specification…

    Records, registers and posts new claims and processes them within the set standards to ensure quality customer service is given.
    Set initial reserves for new claims and recommend reserve changes
    Close files as payment/recoveries are made
    Evaluate preliminary claim information and revert to broker or insured for more information where necessary to ensure that the correct information is documented for ease in processing the claim.
    Cross checks claim details (claim form) and other claim documents with policy specimen copies to ensure accuracy.
    Communicate to the customers through claim acknowledgement, update to intermediary/insured/claimant on claim status.
    Liaise with underwriting department by notifying them on risk improvement issues noted as well as reviewing of policy wordings on areas that need change in the policies.
    Assist in the determination of settlement amount and issue discharge vouchers for fully documented claims under instructions from claims manager/supervisor.
    Track claims by regularly updating the claims register to determine progress of the claim.
    Raise and record payment requisition vouchers, forwarding the requisitions to finance department and tracking the file to ensure that the cheque/credit note is received back for dispatch to the claimant within the stipulated period.
    Attend to reinsurance aspects of claims by ensuring that treaty and facultative reinsurers are advised of new claims affecting them, are regularly updated on the progress, and that recoveries are made on all matters.
    Promptly attend to customers complaints and inquiries