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Servicing Officer – Life Business

Old Mutual South Africa · Nairobi

Junior 🇬🇧 English
Excel policy administration systems

Job description

About the role

The Servicing Officer will support the administration and ongoing servicing of Group Life and Credit Life schemes. You will manage policy data, handle member movements, process endorsements and ensure a seamless client experience through close coordination with internal teams and external partners.

Key responsibilities

  • Process policy servicing transactions such as member additions, deletions, benefit amendments and other scheme endorsements.
  • Maintain accurate member and policy records in the administration system, ensuring data integrity.
  • Generate and issue policy documentation, including certificates, schedules, debit notes and related correspondence.
  • Reconcile member and premium data to guarantee consistency across systems.
  • Respond to servicing enquiries from clients, brokers and intermediaries within agreed service levels.
  • Support scheme onboarding, renewals and ongoing policy administration activities.
  • Collaborate with underwriting, claims, finance and other stakeholders to resolve servicing issues.
  • Prepare servicing reports and monitor outstanding actions, endorsements and performance indicators.
  • Maintain audit‑ready records in line with company policies and regulatory requirements.
  • Ensure compliance with AML, KYC, Data Protection and other applicable regulations.

Required profile

  • 1–2 years of experience in insurance operations, preferably with life insurance products.
  • Bachelor’s degree in Commerce, Business Administration, Insurance, Finance or a related field.
  • Progress towards a professional insurance qualification (e.g., AIIK, ACII, LOMA) is desirable.
  • Understanding of AML, KYC and sanctions compliance expectations.

Required skills

  • Excel
  • Policy administration systems

Questions fréquentes

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Published 1 month ago

Expires 2 weeks from now

57 views · 1 interested

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Old Mutual South Africa

Nairobi