Relationship Executive – Life Business

Old Mutual Kenya is a financial services company offering banking and insurance products.

The Relationship Executive supports the implementation of the corporate client retention strategy by managing day-to-day interactions with assigned schemes, intermediaries, and HR contacts. The role ensures delivery of superior client experience through proactive engagement, issue resolution, and timely communication.

1. Support execution of the client engagement plan by managing routine scheme interactions, addressing client needs, and ensuring service expectations are met
2. Coordinate with internal stakeholders (claims, underwriting, servicing) to ensure timely and accurate resolution of scheme-specific queries or escalations
3. Assist in preparing client performance reviews, renewal packs, and post-meeting documentation for use during client engagements and negotiations
4. Utilise CRM, policy administration and digital engagement platforms to support retention initiatives
5. Participate in scheme onboarding and handover to ensure service continuity and early relationship strengthening
6. Assist in monitoring scheme experience and support client outreach where scheme performance indicates potential retention risks
7. Support the organization of retention events and initiatives, including wellness days, scheme education, and training forums
8. Ensure all client interactions adhere to internal compliance protocols, Anti-Money Laundering (AML) guidelines, the Data Protection Act (DPA)
9. Maintain client confidentiality and escalate any compliance risks or data privacy concerns encountered during client engagements
10. Promote digital self-service solutions to improve customer convenience
11. Provide insights on customer behaviour and emerging retention risks
12. Escalate data quality gaps that may affect customer engagement, policy servicing or regulatory compliance

1. Strong relationship management and interpersonal skills
2. Excellent communication (verbal and written) and client presentation abilities
3. Analytical thinking and attention to detail
4. Proactive, solution-oriented, and client-centric approach
5. High integrity and professionalism in handling confidential information
6. Ability to coordinate across departments and follow through on client requests
7. Minimum 2–4 years of experience in client relationship management, corporate servicing, or insurance operations
8. Experience working with group insurance products or employee benefit solutions preferred
9. Bachelor’s degree in Commerce (BCOM), Marketing, or a business-related field
10. Professional insurance qualification (e.g., AIIK, ACII, LOMA)