• Prepare documents – policies, endorsements, certificates within standards of service • Renewal notices and renewal terms including renewal follow-up • Review of performance of accounts/brokers to ensure overall loss ratio is kept below 70% • Broker/Client visits • Maintain and account for accountable documents • Sign documents within authority levels • Liaise with claims and credit control to monitor account performance premium payment • Market company products and service to brokers • Complete reinsurance cards for large risks • Monitor the QOP standards are upheld in the department and report any issues to the quality council • Carry out payment requisitions payments immediately when they are presented • Establish that quotations, including those done by Assistant underwriters are competitive • Preparation of quotations and follow-up • Establish that all other users of EDMS are assisted anytime they have any problem regarding the system. • ANTI-MONEY LAUNDERING (AML) EXPECTATION • The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

• Good communication skills- • Computer literate • Good assessment and analytical skills • Ability to interact at all levels • Knowledge of insurance market • Application of re-insurance • Leadership • Qualifications: Minimum education: • University degree & Qualification in Insurance (Diploma in Insurance) • To assess, price and determine terms for risks presented within set standards of service in a manner to ensure quality selection of risks and timely service • The following key outputs are required from this role. • Determine acceptability of risks, recommend risk surveys, monitor and review terms of accounts assigned • Supervise, train and mentor staff on technical matters to ensure their skills are sharpened • Check and sign underwriting document to authenticate it • Prepare and follow up renewal notices to ensure retention • Requisition for premium refund to facilitate issue of cheque • Establish that premiums are paid in respect of accounts managed • Maintain effective business relationships to ensure effective delivery of service • Monitor service standards within the section to ensure high quality customer service is delivered. • Prepare documents – policies, endorsements, certificates within standards of service • Renewal notices and renewal terms including renewal follow-up • Review of performance of accounts to ensure overall loss ratio is kept below 70% • Client/ intermediaries visits • Maintain and account for accountable documents • Sign documents within authority levels • Liaise with claims and credit control to monitor account performance premium payment • Market company products and service to clients and intermediaries • Complete reinsurance cards for large risks • Monitor the QOP standards are upheld in the department and report any issues to the quality council • Carry out payment requisitions payments immediately when they are presented • Establish that quotations, including those done by Assistant underwriters are competitive • Preparation of quotations and follow-up • Establish that all other users of EDMS are assisted anytime they have any problem regarding the system. • Responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action. • Any other duties as maybe assigned. • Skills • Accountability, Accountability, Analytical Thinking, Anti Money Laundering Training, Business Relationships, Client Visits, Communication, Counter Terrorist Financing, Customer Due Diligence (CDD), Customer Follow-Ups, Customer Service, Due Diligence, Enhanced Due Diligence, Ensure Compliance, Facilitation, Insurance, Know Your Customer (KYC), Leadership, Management Reporting, Payment Handling, Price Management, Reinsurance, Risk Compliance, Risk Surveys, Service Standards {+ 2 more} • Competencies • Action Oriented • Business Insight • Collaborates • Communicates Effectively • Decision Quality • Ensures Accountability • Financial Acumen • Instills Trust • Education • Bachelors Degree (B): Business Administration (Required), Bachelors Degree (B): Insurance (Required), Diploma (Dip): Insurance (Required) • Closing Date • 13 November 2025 , 23:59 • The Old Mutual Story!