Worksite Activation Specialist - OMLAU job at Old Mutual

Job Purpose

Purpose and description of the role

To lead the development, management, and performance tracking of structured worksites and schemes, ensuring organized sales activations, stakeholder relationship management, and delivery of core product targets within the agency sales channel.

Key Duties & Responsibilities:

Worksite Business Development

• Identify and secure new employer partnerships for worksite schemes.
• Introduce life assurance, savings, pension, and protection products to employees through their workplaces.
• Build and maintain a pipeline of corporate and institutional clients.

Scheme Implementation

• Coordinate the onboarding of new worksite schemes once an organization agrees to partner.
• Ensure proper documentation, enrollment, and payroll deduction arrangements.
• Work closely with HR departments to set up scheme structures.

Employee Engagement & Financial Education

• Conduct financial literacy sessions, product presentations, and enrollment drives within organizations.
• Educate employees on financial planning, protection, and long-term savings.
• Drive participation and uptake in the worksite schemes.

Relationship Management

• Act as the key contact between the insurance company and the employer.
• Maintain strong relationships with HR teams, management, and scheme administrators.
• Address employer or employee concerns regarding policies or schemes.

Sales and Revenue Growth

• Achieve sales targets through worksite channels.
• Cross-sell additional products such as: Individual life policies, Savings plans, Education plans, Pension products.
• Drive premium growth and policy uptake within partner organizations.

Policy Servicing and Renewals

• Monitor policy renewals, persistency, and premium collections.
• Follow up on lapsed or unpaid policies within the scheme.
• Ensure high policy retention and customer satisfaction.

Coordination with Internal Teams

• Work with underwriting, operations, and claims teams to ensure smooth servicing.
• Facilitate claims support and policy amendments for worksite clients.

Reporting and Performance Tracking

• Prepare sales reports, scheme performance reports, and pipeline updates.
• Track enrollment levels, premiums collected, and scheme growth.

Compliance and Governance

• Ensure all schemes comply with insurance regulations and company policies.
• Maintain proper documentation and audit trails for worksite schemes.

Market Intelligence

• Monitor industry trends, competitor offerings, and employer needs.
• Provide feedback to product teams on market gaps and opportunities

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.

Key competencies

• Proven track record of achieving sales targets and driving business growth.
• Strong presentation, negotiation, and relationship-building skills.
• Strong leadership and team management skills.
• Excellent strategic planning and execution abilities.
• Exceptional communication and interpersonal skills.
• Ability to analyze complex data and market trends

Education and Experience

• Degree in Business, Marketing, Insurance or related field.
• Minimum 3 years’ experience in sales, business development, or insurance distribution.
• Experience working with Banks, Saccos', institutions or group-based sales models is an added advantage.

Skills

• Business, Identifying Customer Needs, Identifying Sales Opportunities, Relationship Building, Relationship Management, Sales Objectives, Strengthening Customer Relationships, Team Management

Competencies

• Builds Networks
• Business Insight
• Collaborates
• Communicates Effectively
• Customer Focus
• Demonstrates Self-Awareness
• Develops Talent
• Drives Results

Education

• Bachelors Degree (B): Business Administration (Required), Bachelors Degree (B): Marketing

• Identify and secure new employer partnerships for worksite schemes.
• Introduce life assurance, savings, pension, and protection products to employees through their workplaces.
• Build and maintain a pipeline of corporate and institutional clients.
• Coordinate the onboarding of new worksite schemes once an organization agrees to partner.
• Ensure proper documentation, enrollment, and payroll deduction arrangements.
• Work closely with HR departments to set up scheme structures.
• Conduct financial literacy sessions, product presentations, and enrollment drives within organizations.
• Educate employees on financial planning, protection, and long-term savings.
• Drive participation and uptake in the worksite schemes.
• Act as the key contact between the insurance company and the employer.
• Maintain strong relationships with HR teams, management, and scheme administrators.
• Address employer or employee concerns regarding policies or schemes.
• Achieve sales targets through worksite channels.
• Cross-sell additional products such as: Individual life policies, Savings plans, Education plans, Pension products.
• Drive premium growth and policy uptake within partner organizations.
• Monitor policy renewals, persistency, and premium collections.
• Follow up on lapsed or unpaid policies within the scheme.
• Ensure high policy retention and customer satisfaction.
• Work with underwriting, operations, and claims teams to ensure smooth servicing.
• Facilitate claims support and policy amendments for worksite clients.
• Prepare sales reports, scheme performance reports, and pipeline updates.
• Track enrollment levels, premiums collected, and scheme growth.
• Ensure all schemes comply with insurance regulations and company policies.
• Maintain proper documentation and audit trails for worksite schemes.
• Monitor industry trends, competitor offerings, and employer needs.
• Provide feedback to product teams on market gaps and opportunities
• 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.
• Execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality.
• 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.

• Business
• Identifying Customer Needs
• Identifying Sales Opportunities
• Relationship Building
• Relationship Management
• Sales Objectives
• Strengthening Customer Relationships
• Team Management

• Degree in Business, Marketing, Insurance or related field.
• Minimum 3 years’ experience in sales, business development, or insurance distribution.
• Experience working with Banks, Saccos', institutions or group-based sales models is an added advantage.
• Proven track record of achieving sales targets and driving business growth.
• Strong presentation, negotiation, and relationship-building skills.
• Strong leadership and team management skills.
• Excellent strategic planning and execution abilities.
• Exceptional communication and interpersonal skills.
• Ability to analyze complex data and market trends