Agency Relationship Manager at Old Mutual Kenya March, 2023

Job Description

Delivery of the budget for both Grow Corporate Life Business Sales through the broker channel and direct sales.

  • DELIVERY OF BUDGET – Ensure the set budget for Group Life, Group Credit Life, Group Last Expense and Group Critical Illness is realized for year.
  • MARKET INTELLIGENCE – Obtain market information in respect of Corporate business and ensure the information is used for product improvement so that our product offering remain relevant and continue to meet customer expectations
  • PROPOSALS FOLLOW UP: Ensure proposals are delivered within the agreed timelines.

Follow up competitiveness of proposals sent out.

  • Driving business and ensuring sustained growth, focusing on achieving/ surpassing sales targets.
  • Expanding business reach and proactively creating new sales leads/ opportunities.
  • Constantly interacting with prospects and maintaining cordial business relationship with key clients.
  • Expanding channel business by sourcing new partners as well as maintaining efficient business relationships with existing partners to enhance growth of business operations.
  • Handling high value sales, addressing minor details and identifying areas of improvements in customer service.
  • Undertaking business case assessment to enhance channel sale relations, as well as assessing and evaluating new products.
  • Managing an efficient sales cycle (sales pipeline) and value based service cycle through use of CRM to drive the following business goals: – Identify Target customer

Meeting to determine needs

Client acquisition

Account Service Plan – client/intermediary visits, policy documentation, credit control, claims management, SLA’s etc.

  • Ensure that proper management of accurate, quality and timely business reports.
  • Monitor competitor activity and advise the business on opportunities/threats that are presented by such activities.

Skills And Competencies

  • Decision Making,
  • Initiating Action,
  • Business Development, Key Accounts Management, Contractual Evaluation & Negotiation
  • Setting Strategies/ Sales Target, Clientele Development, Sales Management
  • Coordination, Competitor Analysis
  • Product Management, Customer Care
  • Vendor Management
  • Communication & Interpersonal, Leadership, Analytical Thinking Skills

Knowledge & Experience

  • Technical Knowledge,
  • At least 5 years’ experience


  • Bachelor degree Marketing, Commerce or Business Administration
  • CII or AIIK qualification
  • Sales experience
  • Employee Benefits training and experience will be an added advantage

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