Retail Business Relationship Executive

Old Mutual Kenya is a financial services group offering banking, financial services, and insurance products. Founded in 2015, it aims to provide seamless service delivery and build long-term client relationships.

The Retail Business Relationship Executive is responsible for managing and growing the Retail and SME portfolio through strong client retention, effective renewal coordination, and strategic intermediary relationship management. The role serves as a key link between Underwriting, Sales, Claims, Credit Control, and Intermediaries to ensure seamless service delivery, while also identifying new business opportunities in the health insurance sector, driving sales growth, and building long-term, trust-based client and partner relationships.

1. 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
2. Maintain and update the renewal tracker
3. Conduct daily follow-ups with intermediaries via calls, visits, and emails
4. Confirm renewals and obtain renewal instructions
5. Participate in renewal meetings with intermediaries and clients
6. Support credit control through renewal premium collection and confirmation.
7. Act as the primary point of contact for intermediaries
8. Maintain strong relationships to ensure maximum retention of profitable accounts
9. Handle and resolve customer and intermediary concerns promptly
10. Conduct quarterly and monthly performance reviews with key partners for SME.
11. Identify selling opportunities
12. Conduct market research to identify new SME and retail prospects
13. Analyze market trends, competitor activity, and client needs
14. Develop proposals, presentations, and product demonstrations
15. Support sales planning and execution with the Head of Retail
16. Lead contract negotiations and close deals
17. Work closely with underwriting, claims, and customer service teams
18. Coordinate with marketing on campaigns supporting retail and SME
19. Ensure compliance with regulations and internal policies
20. Provide regular performance and market intelligence reports.

1. Good communication skills
2. Ownership & Commitment
3. Customer Focus
4. Time management & Negotiation skills
5. Business Planning & Implementation
6. Honesty and integrity
7. Good assessment and analytical skills
8. Ability to work with cross-functional teams.
9. Ability to meet strict deadlines.
10. Excellent sales and customer service skills, with proven negotiation skills.
11. Excellent supervisory and leadership skills.
12. Thorough understanding of the company’s products and/or services, and those of immediate competitors in the surrounding market.
13. Strong analytical, data, and reporting skills.
14. A business-related degree from a recognized university
15. Relevant professional insurance qualification – IIK/CII/ACII/LOMA
16. Strong skills with Microsoft Office Package: Excel, PowerPoint, and Outlook Technical
17. 2 years in medical insurance business development and underwriting functions