Vacancy title:
Business Development Officer - Direct Business UIC

[Type: FULL_TIME, Industry: Insurance, Category: Admin & Office]

Jobs at:
UAP Old Mutual Insurance

Deadline of this Job:
Sunday, September 28 2025

Duty Station:
Uganda | Kampala | Uganda

Summary
Date Posted: Friday, September 19 2025, Base Salary: Not Disclosed

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JOB DETAILS:

Key outputs

The following key outputs are required from this role.

• To develop and roll out new distribution channels in consultation with strategy and innovation manager on new innovation channels like M-channels, E-channels, distribution partnership, retail centers and outlets.

• To provide advice on potential products and services for the company to respond to business opportunities adequately on a timely basis.
• To prepare tenders and bids for both new and renewal business for GI i.e.. Direct, agency, broking and medical business.
• To prepare and maintain a tenders/bids 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.
• Timely response to quotation requests.
• Develop prospects into new GI business and thus promote business growth
• Establish and cultivate relationships with intermediaries, clients and other Old Mutual Insurance business partners.
• Assist the Agency Services Manager 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.
• Represent Old Mutual Insurance business in business development meetings with prospective clients.
• Respond to arising customer service issues in GI business development.
• To maintain and report on a pipeline for both new and renewal business for GI
• To grow the direct book sustainably by bringing cost effective business and ensure that the business has growth and strategies to maintain the business with a good loss ratio.

Deliverables (work elements)

The following detailed outputs are required from this role.

• To identify collaborations and partnerships with various stakeholders that can contribute to enhancing the availability of better insurance services like distributors, technical partners, aggregators.
• To set up systems to track and monitor work in progress and business production.
• To conduct joint field work with Branch Managers and other business development staff to support their endeavors in bringing in business.
• To monitor alternative Business Channel performance and address the reasons for failure to avoid unnecessary surprises in performance and implement strategies to take advantage of the opportunities unfolding.
• To prepare bid documents according to the respective tender requirements to ensure timely submission of Bids and attendance to bid clarification requests.

• Monitoring of the bid management in order to ensure it is aligned with the organization's requirements 
• To source Tenders and RFQ’s relevant to solutions and products sold by the company.
• To coordinate the development of tenders/proposal documents and arrange to deliver the response documents to the client within defined deadlines.
• To coordinate all administrative functions relating to the RFQ process.
• To maintain an effective records management system of all current company documentation required in tenders.
• To maintain a status report of generic proposals and work closely with the Sales Manager to ensure they are reviewed, revised and approved.
• To coordinate tender reviews and deadlines by adjusting them to the frameworks given by the customers 
• 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 it 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 assigned from time to time.

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

Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

Competencies

Communicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech Savvy

Education

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

Work Hours: 8

Experience in Months: 12

Level of Education: bachelor degree

Job application procedure

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