Old Mutual Limited – Retention Officer.

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Job Description

• Relationship Manager – Managing and retaining good relationship to ensure smooth & maximum retention of business.
• Initiate approval of renewal terms in liaison with the underwriting team
• Arranging and attending renewal review meetings with intermediaries
• Responsible for the allocated renewal budget.
• Closing the business (Ensuring renewal confirmations) and obtaining the risk notes


  • Managing the renewals cycle by ensuring the terms/notices are dispatched by 15th of every month.
  • Maintain good relationships with intermediaries/direct customers and ensure maximum retention of profitable accounts.
  • Participate in renewal meetings with intermediaries and clients to review and retain renewal business
  • Seek opportunities to cross-sell or upsell to existing clients by reviewing insurance portfolios
  • Provide excellent and prompt service for maintenance of a positive reputation for the business.
  • Resolve any customer complaints/issues/concerns in a prompt and professional manner, where necessary escalate to the various departments/authorities for closure.
  • Maintaining and updating the renewal tracker  
  • Daily follow ups of renewals with the intermediaries through phone calls, visits and emails
  • Confirming renewals and obtaining the risk notes
  • Collecting market intelligence for strategic renewal decisions
  • Follow up on risk improvement implementations
  • Quarterly and monthly review of performance and engaging clients/intermediaries for improvements
  • Support credit control by collecting all renewal premiums


  • Product knowledge and functions of the various departments.


  • Business Degree
  • Insurance Qualifications
  • 2 years’ experience in the Insurance Industry


Closing Date

21 July 2021




Old Mutual Limited

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