Jobs at Old Mutual Kenya

Key Tasks and Responsibilities

• Collect and present key macro and financial market related data to the Investment team
• Drafting economic reports.
• Create and maintain financial models for listed companies
• Participate in asset class and investment committee meetings.
• Assist the investment dealer in certain dealing functions.
• Attend Investor Briefings and meetings.
• Other investment related tasks.

Skills and Competencies

• Ability to use Microsoft Office suite- MS-Word, MS- Excel and MS-PowerPoint.
• Financial modelling skills are an extra advantage.
• Presentation and writing Skills.

Knowledge, Experience and Qualifications

• At least a Bachelor’s degree.
• Preferably in a business course.
• Any other degree with demonstrated interest and relevant skills is suitable.
• Pursuing CIFA/CFA is an added advantage.
• Preferably a recent graduate within the last 2 years.

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JOB PURPOSE

• To 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.
• Raise premium debits, credits in a timely manner within the TATs 

PRINCIPAL ACCOUNTABILITIES.

• Determine acceptability of risks, monitor and review terms of accounts assigned 
• Raise premium debits and credits for work allocated within TAT  
• Capture insured, risk, and premium data correctly in the system 
• 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
• Maintain service standards to ensure high quality customer service is delivered. 

KNOWLEDGE AND EXPERIENCE.

• Qualifications:  1st Degree
• Experience:  1 year experience is an added advantage.

SKILLS AND COMPETENCIES. 

• Product Knowledge and functions of the various departments.