Job Title: Business Development Officer – Broking
Organisation: UAP Old Mutual Insurance
Duty Station: Kampala, Uganda
About Organisation:
The UAP Old Mutual Group is an integrated Financial Service business comprising Faulu Microfinance Bank, UAP and Old Mutual. The Group, which is operational in East Africa services to more than 1.2 million customers across Kenya, Uganda, Tanzania, Rwanda and South Sudan. The UAP Old Mutual Group now comprises of three key players as a result of the acquisition of a controlling stake in Faulu in 2014 and UAP in 2015 by Old Mutual. The acquisitions resulted in Old Mutual Kenya UAP Holdings and Faulu Microfinance Bank, forming one of the largest financial services groups with a growing footprint in East and Central Africa. UAP and Old Mutual have been major players in the financial services market in East Africa for decades. The two entities have vast experience in Insurance, Investment, Asset Management and Banking, and are passionate about helping our customers achieve their financial goals.
Key Duties and Responsibilities:
- To prepare tenders and bids for both new and renewal business for GI under broking business.
- To prepare and give a timely response to quotation requests from brokers.
- To prepare and maintain a tenders/bids or quotation pipeline for both new and renewal business and also ensure to follow up for closure of business.
- To assess the required information by coordinating response material from all parties involved and maintaining completeness of submission brought forward.
- To manage timely provision of graphic designs and visual presentations both in hard copy and digital versions of the response documents within set deadlines.
- To manage feedback from purchasers when tenders are unsuccessful in order to improve in future submissions.
- To attend Pre-bid Meetings and correspondences with purchasing authorities.
- To ensure return and cancellation of bid securities that have expired.
- Develop prospects into new GI business and thus promote business growth
- Establish and cultivate relationships with intermediaries, clients and other Old Mutual business partners.
- Assist the Business Development Manager-GI to execute the GI business Development strategic initiatives.
- Use and update the reporting format on a daily basis with activities undertaken by self or as advised by the supervisor.
- Develop strategies to grow the General Insurance broking book
- Oversee sensitizations and product trainings for clients and brokers
- Regular visits to brokers to promote good customer experience through the brokers
- Support with new broker onboarding and maintain a register of all compliant brokers with their KYCs regularly update
- 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.
Qualifications, Skills and Experience:
- A University degree or equivalent with qualifications in Business Administration, customer service, Sales Management and Relationship Management.
- Certificate in Insurance
- Sales and relationship management experience will be an added advantage
Skills and competencies.
- Excellent communication and negotiation skills
- Self-starter
- Confidence
- Team player
- Highly organized
- Builds and maintains strong business relationships
- Reliable
- Creative and innovative
- Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.
- Responsibilities
- Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
- Information and Business Advice
- Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
- Document Preparation
- Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
- Insights and Reporting
- Extract and combine data to generate standard reports.
- Customer Relationship Management / Account Management
- Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
- Financial Advice
- Conduct comprehensive financial planning and advice services for more complex client situations.
- Sales
- Deliver mostly routine sales support services.
- Operational Compliance
- Develop knowledge and understanding of the organization’s policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
- Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Account Development Strategies, Account Development Strategies, Accounting, Accounts Development, Action Planning, Business, Business Development, Business Growth, Business Relationships, Communication, Computer Literacy, Customer Due Diligence (CDD), Customer Experience (CX), Customer Relationship Management (CRM), Customer Relationships, Customer Service, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Deadline Management, Development Planning, Due Diligence, Enhanced Due Diligence, Evaluating Information {+ 21 more}
- Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
- Education
- Bachelors Degree (B): Business Administration (Required)
How to Apply:
All candidates should apply online at the link below
Deadline: 17th December 2025
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Level of Education: bachelor degree
Work Hours: 8
Experience in Months: no experience required