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Old Mutual is an international investment, savings, insurance and banking group. For over 170 years we have been serving the growing insurance and investment needs of our customers, helping them achieve their lifetime financial goals.
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Job Description
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical and complex problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts.
KEY RESULT AREAS
Documentation Processing
- Advises on system enhancements and testing.
- Coaches specialist staff (if required).
- Could act as an expert resource on major projects.
- Functions as a subject matter expert in a specific field of administration / product / process.
- Often acts as a consultant w.r.t decision making of operational and or tactical importance.
- Often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists.
- Responsible for delivery of Old Mutual Premiums & Problems publication.
- Personal Effectiveness
- Accepts and lives the company values.
- Accountable for service delivery through own efforts.
- Collaborates effectively with others to achieve personal results.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Makes increased contributions by broadening individual skills.
- Quality Assurance
- Adheres to service and quality standards.
Performs quality checks on own work.
ROLE DESCRIPTION
- This role functions as a subject matter expert in a specific field of administration / product / process.
- Responsible for Old Mutual Premiums & Problems publication, where such function includes the collation, publication and distribution of the publication. The responsibility also includes the liaison with external and internal stakeholders.
- Often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists.
- Often acts as a consultant w.r.t decision making of operational and or tactical importance (typically deliverables are part of level three plans).
- Could act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU.
- May act as a coach for Specialist staff.
- Often consulted for system enhancements.
- Could be accountable for major administration processes and the project management thereoff (usually with an extended timeline in excess of a month).
- May be required to control a small number of staff (1-2).
- Strong support role to the BU Exec.
ROLE Requirements
- Matric or equivalent Recognition of Prior Learning
- Exposure to publishing and editing
- Exposure to putting a book together and distribution thereof
- Specialist knowledge and possible formal training in field of expertise
- Stakeholder management
- Financial Industry Experience
go to method of application »
Job Description
- We are looking for bright and ambitious young Learners to join our Amathuba Learnership programme.
- The programme offers learners, the chance to complete the Wealth Management NQF Level 4 qualification and gain on the job working experience. The Wealth Management NQF Level 4 qualification is accredited and FSP recognised.
- Being a part of our Learnerships opens you up to career paths such as; Underwriting, financial investment advisors, insurance brokerage.
Key Result Areas
- Learners will be allocated a mentor to provide guidance to ensure they succeed in their role.
- Learners will be exposed to a 12-month workplace and classroom experience.
- Learners will be required to complete a logbook for the duration of the learnership.
- Learners will receive exposure to various financial products, legislation and business ethics.
- Learners will be involved in incredible Corporate Social Investment (CSI) projects.
Learnership Requirements
- South African citizen aged between 18-28
- Currently unemployed and not studying towards another qualification at another educational institution.
- Have not been on a wealth management NQF4 learnership programme before
- Passed grade 12 or NQF level 4 equivalent.
- Obtained the following marks: English (50% or over), an Official second language (50% or over) and; Pure Maths (50% or over) or Maths literacy (50% or over) .
- Able to join the Amathuba Learnership programme on the 15 March 2023.
Application Process
- Please submit a CV with the following: nationality, age, matric subjects and results, residential address, disability status (yes or no), list any complete or uncompleted qualifications.
- You will / may go through automated screening questions.
- Should you meet our requirements you will be requested to complete online assessments.
- Based on the assessment results a further shortlist of applicants will be invited to attend an interview with the line manager.
- Offers will be extended to successful applicants in March.
- Applications are open to all South African regions.
go to method of application »
Job Description
- We are looking for bright and ambitious young Learners to join our Amathuba Learnership programme.
- The programme offers learners, the chance to complete the Wealth Management NQF Level 4 qualification and gain on the job working experience. The Wealth Management NQF Level 4 qualification is accredited and FSP recognised.
- Being a part of our Learnerships opens you up to career paths such as; Underwriting, financial investment advisors, insurance brokerage.
Key Result Areas
- Learners will be allocated a mentor to provide guidance to ensure they succeed in their role.
- Learners will be exposed to a 12-month workplace and classroom experience.
- Learners will be required to complete a logbook for the duration of the learnership.
- Learners will receive exposure to various financial products, legislation and business ethics.
- Learners will be involved in incredible Corporate Social Investment (CSI) projects.
Learnership Requirements
- South African citizen aged between 18-28
- Currently unemployed and not studying towards another qualification at another educational institution.
- Have not been on a wealth management NQF4 learnership programme before
- Passed grade 12 or NQF level 4 equivalent.
- Obtained the following marks: English (50% or over), an Official second language (50% or over) and; Pure Maths (50% or over) or Maths literacy (50% or over) .
- Able to join the Amathuba Learnership programme on the 15 March 2023.
Application Process
- Please submit a CV with the following: nationality, age, matric subjects and results, residential address, disability status (yes or no), list any complete or uncompleted qualifications.
- You will / may go through automated screening questions.
- Should you meet our requirements you will be requested to complete online assessments.
- Based on the assessment results a further shortlist of applicants will be invited to attend an interview with the line manager.
- Offers will be extended to successful applicants in March.
- Applications are open to all South African regions.
go to method of application »
Job Description
- We are looking for bright and ambitious young Learners to join our Amathuba Learnership programme.
- The programme offers learners, the chance to complete the Wealth Management NQF Level 4 qualification and gain on the job working experience. The Wealth Management NQF Level 4 qualification is accredited and FSP recognised.
- Being a part of our Learnerships opens you up to career paths such as; Underwriting, financial investment advisors, insurance brokerage.
Key Result Areas
- Learners will be allocated a mentor to provide guidance to ensure they succeed in their role.
- Learners will be exposed to a 12-month workplace and classroom experience.
- Learners will be required to complete a logbook for the duration of the learnership.
- Learners will receive exposure to various financial products, legislation and business ethics.
- Learners will be involved in incredible Corporate Social Investment (CSI) projects.
Learnership Requirements
- South African citizen aged between 18-28
- Currently unemployed and not studying towards another qualification at another educational institution.
- Have not been on a wealth management NQF4 learnership programme before
- Passed grade 12 or NQF level 4 equivalent.
- Obtained the following marks: English (50% or over), an Official second language (50% or over) and; Pure Maths (50% or over) or Maths literacy (50% or over) .
- Able to join the Amathuba Learnership programme on the 15 March 2023.
Application Process
- Please submit a CV with the following: nationality, age, matric subjects and results, residential address, disability status (yes or no), list any complete or uncompleted qualifications.
- You will / may go through automated screening questions.
- Should you meet our requirements you will be requested to complete online assessments.
- Based on the assessment results a further shortlist of applicants will be invited to attend an interview with the line manager.
- Offers will be extended to successful applicants in March.
- Applications are open to all South African regions.
go to method of application »
Job Description
- We are looking for bright and ambitious young Learners to join our Amathuba Learnership programme.
- The programme offers learners, the chance to complete the Wealth Management NQF Level 4 qualification and gain on the job working experience. The Wealth Management NQF Level 4 qualification is accredited and FSP recognised.
- Being a part of our Learnerships opens you up to career paths such as; Underwriting, financial investment advisors, insurance brokerage.
Key Result Areas
- Learners will be allocated a mentor to provide guidance to ensure they succeed in their role.
- Learners will be exposed to a 12-month workplace and classroom experience.
- Learners will be required to complete a logbook for the duration of the learnership.
- Learners will receive exposure to various financial products, legislation and business ethics.
- Learners will be involved in incredible Corporate Social Investment (CSI) projects.
Learnership Requirements
- South African citizen aged between 18-28
- Currently unemployed and not studying towards another qualification at another educational institution.
- Have not been on a wealth management NQF4 learnership programme before
- Passed grade 12 or NQF level 4 equivalent.
- Obtained the following marks: English (50% or over), an Official second language (50% or over) and; Pure Maths (50% or over) or Maths literacy (50% or over) .
- Able to join the Amathuba Learnership programme on the 15 March 2023.
Application Process
- Please submit a CV with the following: nationality, age, matric subjects and results, residential address, disability status (yes or no), list any complete or uncompleted qualifications.
- You will / may go through automated screening questions.
- Should you meet our requirements you will be requested to complete online assessments.
- Based on the assessment results a further shortlist of applicants will be invited to attend an interview with the line manager.
- Offers will be extended to successful applicants in March.
- Applications are open to all South African regions.
go to method of application »
Job Description
- We are looking for bright and ambitious young Learners to join our Amathuba Learnership programme.
- The programme offers learners, the chance to complete the Wealth Management NQF Level 4 qualification and gain on the job working experience. The Wealth Management NQF Level 4 qualification is accredited and FSP recognised.
- Being a part of our Learnerships opens you up to career paths such as; Underwriting, financial investment advisors, insurance brokerage.
Key Result Areas
- Learners will be allocated a mentor to provide guidance to ensure they succeed in their role.
- Learners will be exposed to a 12-month workplace and classroom experience.
- Learners will be required to complete a logbook for the duration of the learnership.
- Learners will receive exposure to various financial products, legislation and business ethics.
- Learners will be involved in incredible Corporate Social Investment (CSI) projects.
Learnership Requirements
- South African citizen aged between 18-28
- Currently unemployed and not studying towards another qualification at another educational institution.
- Have not been on a wealth management NQF4 learnership programme before
- Passed grade 12 or NQF level 4 equivalent.
- Obtained the following marks: English (50% or over), an Official second language (50% or over) and; Pure Maths (50% or over) or Maths literacy (50% or over) .
- Able to join the Amathuba Learnership programme on the 15 March 2023.
Application Process
- Please submit a CV with the following: nationality, age, matric subjects and results, residential address, disability status (yes or no), list any complete or uncompleted qualifications.
- You will / may go through automated screening questions.
- Should you meet our requirements you will be requested to complete online assessments.
- Based on the assessment results a further shortlist of applicants will be invited to attend an interview with the line manager.
- Offers will be extended to successful applicants in March.
- Applications are open to all South African regions.
go to method of application »
Job Description
- We are looking for bright and ambitious young Learners to join our Amathuba Learnership programme.
- The programme offers learners, the chance to complete the Wealth Management NQF Level 4 qualification and gain on the job working experience. The Wealth Management NQF Level 4 qualification is accredited and FSP recognised.
- Being a part of our Learnerships opens you up to career paths such as; Underwriting, financial investment advisors, insurance brokerage.
Key Result Areas
- Learners will be allocated a mentor to provide guidance to ensure they succeed in their role.
- Learners will be exposed to a 12-month workplace and classroom experience.
- Learners will be required to complete a logbook for the duration of the learnership.
- Learners will receive exposure to various financial products, legislation and business ethics.
- Learners will be involved in incredible Corporate Social Investment (CSI) projects.
Learnership Requirements
- South African citizen aged between 18-28
- Currently unemployed and not studying towards another qualification at another educational institution.
- Have not been on a wealth management NQF4 learnership programme before
- Passed grade 12 or NQF level 4 equivalent.
- Obtained the following marks: English (50% or over), an Official second language (50% or over) and; Pure Maths (50% or over) or Maths literacy (50% or over) .
- Able to join the Amathuba Learnership programme on the 15 March 2023.
Application Process
- Please submit a CV with the following: nationality, age, matric subjects and results, residential address, disability status (yes or no), list any complete or uncompleted qualifications.
- You will / may go through automated screening questions.
- Should you meet our requirements you will be requested to complete online assessments.
- Based on the assessment results a further shortlist of applicants will be invited to attend an interview with the line manager.
- Offers will be extended to successful applicants in March.
- Applications are open to all South African regions.
go to method of application »
Job Description
- We are looking for bright and ambitious young Learners to join our Amathuba Learnership programme.
- The programme offers learners, the chance to complete the Wealth Management NQF Level 4 qualification and gain on the job working experience. The Wealth Management NQF Level 4 qualification is accredited and FSP recognised.
- Being a part of our Learnerships opens you up to career paths such as; Underwriting, financial investment advisors, insurance brokerage.
Key Result Areas
- Learners will be allocated a mentor to provide guidance to ensure they succeed in their role.
- Learners will be exposed to a 12-month workplace and classroom experience.
- Learners will be required to complete a logbook for the duration of the learnership.
- Learners will receive exposure to various financial products, legislation and business ethics.
- Learners will be involved in incredible Corporate Social Investment (CSI) projects.
Learnership Requirements
- South African citizen aged between 18-28
- Currently unemployed and not studying towards another qualification at another educational institution.
- Have not been on a wealth management NQF4 learnership programme before
- Passed grade 12 or NQF level 4 equivalent.
- Obtained the following marks: English (50% or over), an Official second language (50% or over) and; Pure Maths (50% or over) or Maths literacy (50% or over) .
- Able to join the Amathuba Learnership programme on the 15 March 2023.
Application Process
- Please submit a CV with the following: nationality, age, matric subjects and results, residential address, disability status (yes or no), list any complete or uncompleted qualifications.
- You will / may go through automated screening questions.
- Should you meet our requirements you will be requested to complete online assessments.
- Based on the assessment results a further shortlist of applicants will be invited to attend an interview with the line manager.
- Offers will be extended to successful applicants in March.
- Applications are open to all South African regions.
go to method of application »
Job Description
- We are looking for bright and ambitious young Learners to join our Amathuba Learnership programme.
- The programme offers learners, the chance to complete the Wealth Management NQF Level 4 qualification and gain on the job working experience. The Wealth Management NQF Level 4 qualification is accredited and FSP recognised.
- Being a part of our Learnerships opens you up to career paths such as; Underwriting, financial investment advisors, insurance brokerage.
Key Result Areas
- Learners will be allocated a mentor to provide guidance to ensure they succeed in their role.
- Learners will be exposed to a 12-month workplace and classroom experience.
- Learners will be required to complete a logbook for the duration of the learnership.
- Learners will receive exposure to various financial products, legislation and business ethics.
- Learners will be involved in incredible Corporate Social Investment (CSI) projects.
Learnership Requirements
- South African citizen aged between 18-28
- Currently unemployed and not studying towards another qualification at another educational institution.
- Have not been on a wealth management NQF4 learnership programme before
- Passed grade 12 or NQF level 4 equivalent.
- Obtained the following marks: English (50% or over), an Official second language (50% or over) and; Pure Maths (50% or over) or Maths literacy (50% or over) .
- Able to join the Amathuba Learnership programme on the 15 March 2023.
Application Process
- Please submit a CV with the following: nationality, age, matric subjects and results, residential address, disability status (yes or no), list any complete or uncompleted qualifications.
- You will / may go through automated screening questions.
- Should you meet our requirements you will be requested to complete online assessments.
- Based on the assessment results a further shortlist of applicants will be invited to attend an interview with the line manager.
- Offers will be extended to successful applicants in March.
- Applications are open to all South African regions.
go to method of application »
Job Description
This role is responsible for the complete resolution of escalated client queries or complaints, whilst strenthening and maintaining relationships between clients/intermediaries and Old Mutual. The incumbent is individually accountable for achieving results through own efforts.
Deals with technical and complex client queries or complaints and resolves issues to completion (sometimes as part of an escalation process).
Responsible for the end-to-end finalisation of a query or complaint.
Often works across organisational boundaries to facilitate problem resolution.
Be able to work under pressure
- Must display sound planning & organising skills
- Proven problem solving skills and ability to take ownership for problems
- Self-motivated and action-orientated, with high levels of energy and self-confidence.
- A passionate team player
- Passionate about learning to keep abreast of developments and trends in area of expertise.
Role qualifications and Experience:
- Matric or relevant tertiary qualification
- A minimum of 3 years experience in a financial services industry
- Computer literacy essential (Word/Excel/Outlook/Powerpoint)
- Strong desire to provide superior service
- Very strong analytical & logical reasoning skills.
- Excellent communication (verbal & written) and interpersonal skills
- Able to display tact, diplomacy & empathy
- Employee benefits experience
- Knowledge of pension fund administration & legislation
- Superfund product knowledge advantageous
- Old Mutual Compass, EMS and AWD System experience advantageous
go to method of application »
Job Description
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
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Job Description
What is a Sales Agent?
The role of a Sales Agent is one that demands utmost professionalism, integrity and a customer-centric approach. A Sales Agent builds trust with their clients by engaging them in a respectful manner and ensuring they are offered financial products in line with their needs.
The role calls for formal in-house training in conjunction with continuous on the job coaching and development.
As a Sales Agent with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, and Customer-first.
What is required of you?
Marketing Old Mutual products to new and existing clients, in line with the client’s needs and financial goals, to enable positive financial futures and protection of assets and estate.
As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.
What do we need from you?
- Grade 12 (Matric) certificate
- 6-12 months sales/retails sales experience
- Previous Working experience in Financial Industry advantageous
- A clear criminal and credit check
- Computer Literacy (MS Office)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
go to method of application »
Job Description
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
go to method of application »
Job Description
- This role is responsible for initiating quotes from sales leads and co-ordinating the indexing for approved loans. The incumbent is individually accountable for achieving results through their own efforts with support and coaching.
- Initiates quotes from online sales leads
- Directs online loan queries to Direct Sales Consultants.
- Takes inbound sales client service calls and shares relevant information with assistance and on the job coaching.
- Finalises sales client service calls at point of contact to confirm final offers.
- Obtains, indexes and ensures accuracy of all necessary documentation pertaining to the clients¿ loan applications
- Ensures that the index queue is fully addressed daily and cleared within a 24 hour cycle
- Ensures that extensive knowledge of the Credit Policy remains up to date.
Minimum Requirements.
- Matric (Grade 12)
- Computer Literate
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Job Description
- This role provides immediate response to administrative requirements in accordance with SLA parameters, in a processing environment. The incumbent is individually accountable for achieving results through own efforts.
- "Follows standardised processes and provides administrative support in line with normal business functioning.
- Delivers on daily production standards and adheres to service and quality standards.
- Provides an indirect service to customers and intermediates.
- Responds to immediate requirements within procedure.
- Uses standard administrative techniques to co ordinate own work.
- Product and process knowledge in different areas may differ but basic skills remain the same.
- Moderate (intermediate) to high level of technical knowledge.
- Partially multi skilled across product and process relevant to the business area."
Minimum Requirements:
- Matric (Grade 12)
- Lending Experience
- Administrative Experience
- Call center experience
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Job Description
- Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries, service and retain existing policies and generate sales by coordinating activities within Service Level Agreements (SLAs).
- Telephonically guide customers through the product offering, pricing, terms and conditions.
- Take ownership of queries and ensure they are resolved timeously and effectively.
- Handle urgent and complex enquiries and requests received telephonically and via email.
- Escalate unresolved matters and keep the customer informed of any delays in resolving an issue.
- Maintain the outlined QA average on all calls.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
- Accurately and efficiently capture all customer data.
- Finalize calls at point of contact, where possible.
- Forward accurate policy documents to customers within mandated timeframes.
- Demonstrate excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
Requirements:
- RE
- Fit and Proper
- Afrikaans
- Relevant Short-term Insurance and Broker Experience
go to method of application »
Job Description
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
go to method of application »
Job Description
Old Mutual Alternative Risk Transfer Limited (OMART Life) is looking for a suitably qualified and self-motivated individual for a role as Senior Product Specialist operating in the cell captive environment. OMART Life is a separately managed insurance company with various internal and external clients. This position within OMART offers you the opportunity to form part of a diverse, growing life insurance business which provides unique innovative solutions to clients and entrepreneurs looking to share in the profits of life insurance business through the creation of cell structures (Cells).
The Senior Product Specialist will contribute to the design and development, review and/or maintenance of innovative solutions (including product and distribution) and ensuring these are fit for purpose and that the OMART Market Conduct framework and guidelines are embedded into the business practices. Additionally, the incumbent will be involved in market conduct reporting and developing guidance for OMART Cells.
The Senior Product Specialist manages complex initiatives through engagement with business stakeholders across the value chain to ensure resolution.
Job Key Results Areas
- Build, review and document insurance solutions (including product, marketing and distribution) in collaboration with internal and external stakeholders for OMART Cells and other initiatives ensuring quality, commercial viability and market conduct compliance.
- Ensure effective communication and implementation of solutions across internal and external stakeholders
- Monitor internal and external environment for product and market conduct developments, trends and regulatory changes
- Continually looks for ways to improve Customer Experience and reporting deliverables by streamlining processes
- Manage changes to solutions to reflect business, strategy and regulatory changes
- Deliver product and customer related reporting including:
- Conduct of Business Return (CBR) submissions including managing the process, defining timelines and reviewing quality of inputs
- Define, produce and/or source metrics measuring customer outcomes for management reports, product monitoring and to identify market conduct trends
- Co-ordinate product and market conduct meetings including setting the agenda, developing content and distributing packs
- Produce and present content and reports for cell management meetings and to mature and embed market conduct practices with cells
- Maintain guidelines, process documents and manage changes to reporting templates
- Provide input into queries, complaints and claims where product design or market conduct outcomes are escalated
- Contribute to the preparation for meetings with internal and external stakeholders, including regulators, relating to CBR submissions and other product / market conduct topics
Job Requirements: Skills, Qualifications and Experience
- Matric
- Relevant degree (business/commerce)
- 5+ years relevant financial services/life insurance experience across a variety products and functional areas
- Highly numerate with sound Excel skills
- Ability to produce high quality written documentation and reports
- Ability to clearly articulate concepts in writing and verbally
- A professional and confident presenter
Additional qualifications /experience (preferred, not a requirement)
- Knowledge of the cell captive and local life insurance industry beneficial
- Knowledge of product development / implementation experience would be an advantage
- Project implementation and process management experience
- Be able to see the big picture and then devise a plan to ensure the end goal is achieved
- Good planning skills, being able to breakdown complex tasks/ processes into tangible steps (Logical and methodical)
- Ability to work under pressure to meet tight timeframes.
- The ability to act across multiple stakeholders and multiple levels in a structured and ordered way.
- Ability to explain complex insurance terms in layman’s terms
- Curiosity and a desire to learn.
go to method of application »
Job Description
Old Mutual Alternative Risk Transfer Limited (OMART Life) is looking for a suitably qualified and self-motivated individual for a role as Senior Product Specialist operating in the cell captive environment. OMART Life is a separately managed insurance company with various internal and external clients. This position within OMART offers you the opportunity to form part of a diverse, growing life insurance business which provides unique innovative solutions to clients and entrepreneurs looking to share in the profits of life insurance business through the creation of cell structures (Cells).
The Senior Product Specialist will contribute to the design and development, review and/or maintenance of innovative solutions (including product and distribution) and ensuring these are fit for purpose and that the OMART Market Conduct framework and guidelines are embedded into the business practices. Additionally, the incumbent will be involved in market conduct reporting and developing guidance for OMART Cells.
The Senior Product Specialist manages complex initiatives through engagement with business stakeholders across the value chain to ensure resolution.
Job Key Results Areas
- Build, review and document insurance solutions (including product, marketing and distribution) in collaboration with internal and external stakeholders for OMART Cells and other initiatives ensuring quality, commercial viability and market conduct compliance.
- Ensure effective communication and implementation of solutions across internal and external stakeholders
- Monitor internal and external environment for product and market conduct developments, trends and regulatory changes
- Continually looks for ways to improve Customer Experience and reporting deliverables by streamlining processes
- Manage changes to solutions to reflect business, strategy and regulatory changes
- Deliver product and customer related reporting including:
- Conduct of Business Return (CBR) submissions including managing the process, defining timelines and reviewing quality of inputs
- Define, produce and/or source metrics measuring customer outcomes for management reports, product monitoring and to identify market conduct trends
- Co-ordinate product and market conduct meetings including setting the agenda, developing content and distributing packs
- Produce and present content and reports for cell management meetings and to mature and embed market conduct practices with cells
- Maintain guidelines, process documents and manage changes to reporting templates
- Provide input into queries, complaints and claims where product design or market conduct outcomes are escalated
- Contribute to the preparation for meetings with internal and external stakeholders, including regulators, relating to CBR submissions and other product / market conduct topics
Job Requirements: Skills, Qualifications and Experience
- Matric
- Relevant degree (business/commerce)
- 5+ years relevant financial services/life insurance experience across a variety products and functional areas
- Highly numerate with sound Excel skills
- Ability to produce high quality written documentation and reports
- Ability to clearly articulate concepts in writing and verbally
- A professional and confident presenter
Additional qualifications /experience (preferred, not a requirement)
- Knowledge of the cell captive and local life insurance industry beneficial
- Knowledge of product development / implementation experience would be an advantage
- Project implementation and process management experience
- Be able to see the big picture and then devise a plan to ensure the end goal is achieved
- Good planning skills, being able to breakdown complex tasks/ processes into tangible steps (Logical and methodical)
- Ability to work under pressure to meet tight timeframes.
- The ability to act across multiple stakeholders and multiple levels in a structured and ordered way.
- Ability to explain complex insurance terms in layman’s terms
- Curiosity and a desire to learn.
go to method of application »
Job Description
- Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company.
- Provide quality direct sales service that results in the production of business from new and existing sources.
- Identify and execute on innovative methods to build own insurance portfolio.
- Prospect for new clients through networking, cold-calling and door to door canvassing.
- Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
- Conduct a comprehensive risk evaluation for the client.
- Provide solutions to clients by selling non-life products aligned to their needs.
- Continuously build client base to secure future portfolio growth.
- Identify and action on cross & up selling opportunities across all products.
- Sell according to agreed targets for the day, week and month.
- Maintain minimum agreed quote volumes.
- Maintain a minimum agreed quote to sales ratio.
- Maintain an agreed NTU – and Cancellation ratio.
- Perform after sales service tasks according to allocated portfolio of customers.
- Monitor and resolve escalated client queries and complaints timeously.
- Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
- Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
- Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
- Manage time and workloads to ensure that deadlines and targets are met.
Quality service delivery
- Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
- Proactively suggest improvements in service and relations where applicable.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.
Cost control and governance adherence
- Proactively ensure the use of time, resources, money, materials or equipment is in line with organizational policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
Quality people practices
- Align own behavior with the organization’s culture and values.
- Share and transfer product, process and systems knowledge to colleagues and team members.
- Collaborate and work with the OMI team to deliver required service levels.
- Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.
- Ensure achievement of own performance objectives.
- Actively participate in own professional development and career path.
Minimum Requirements
- FAIS Compliant in Non-life Commercial product category.
- A Valid Driver’s License with own reliable transport required for the role.
Education
- Matriculation Certificate (Matric)
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Job Description
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through marketing, lead generation and tracking.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
go to method of application »
Job Description
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through marketing, lead generation and tracking.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
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Job Description
- This role focuses on implementing the HR people plan for the consultants designated area.
- They are responsible for providing advice and guidance to line managers across the full scope of HR practices and ensuring the correct implementation of HR processes.
- The role focus on administrative support, the implementation of Workday processes and support of Workday enquiries.
- Individually accountable for achieving results through the self, over periods of 3 months-1years.
Role Responsibilities:
- Provides HR support and advise to identified internal clients based on a deep understanding of client needs.
- Plays a supporting role to the HRBPs in the implementation of organisational development, effectiveness and employee engagement initiatives.
- Supports the implementation of change initiatives when required.
- Implements people plan initiatives and HR processes in identified client areas.
- Delivers with discipline the HR Calendar in identified client areas according to agreed timelines.
- Analyses HR data and provides recommendations for HR interventions and improvements that will enhance people performance.
- Contracts with clients for delivery over a period of 3 month -1 year.
- Focuses on administrative support, the implementation of Workday processes and support of Workday enquiries for the region.
- Adheres to HR controls.
Qualifications and Experience:
- HR related degree.
- 2-3 years within a similar role or in within a specialised area.
- Workday system experience.
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Job Description
- An exciting opportunity exists for a Technical Specialist in the Distribution Support Complaints Unit (DSCU).
- The incumbent will be accountable for the investigation and resolution of Personal Finance (complex) advice complaints (including escalations from the DSCU unit) to ensure a fair outcome for the customer. The role includes engagement with, but not limited to, Customers, Exco/Sen Mngt, Legal and the Internal Arbitrator’s office in crafting complaint resolutions. The ability to analyse complaints and make sound and balanced recommendations while evaluating the consequences of same. The role requires prioritising of functions to ensure timeous delivery on all aspects of work.
- This role is responsible for the complete end-to-end resolution of advice (including) complex escalated complaints, whilst strengthening and maintaining relationships between clients/intermediaries and Old Mutual. The incumbent is individually accountable for achieving results through their own efforts. Often works across organisational boundaries to facilitate problem resolution.
Client Service Delivery
- Facilitates complaint resolution across organisational boundaries
- Responsible for ensuring that service delivery to clients/intermediaries remains within business practice
- Responsible for managing reputational risk associated with complaints
- Uses knowledge of products to secure end-to-end finalisation of a complaint
- Management of the DSCU EMS mailbox and queue management
- Responsible for MIS reports and the communication/presenting of same into the Channels and Mutualpark.
- Monthly reports of Open Cases and discussion/interventions with Channel Management
- Advising the business of trends, mitigating actions and logging on risk register
- Drafts decision letters to clients
- Continually looks for ways to improve time standards while maintaining quality of complaint handling.
- Discuss cases with Internal Arbitrator / Complaints Assessor(s) to provide a view
Personal Effectiveness:
- Accepts and lives the company values
- Accountable for service delivery through own efforts
- Collaborates effectively with others to achieve personal results
- Individually accountable for managing own time, tasks and output quality for periods of up to a year
- Makes increased contributions by broadening individual skills
Quality Assurance:
- Adheres to service and quality standards
- Performs quality checks on own work
- Could be accountable for quality checks on the work of others
People Management
- Balances own priorities with directing and motivating others
- Creates a climate for optimal performance
- Individually accountable for other's time, tasks and output quality for periods of up to a year
- Manages performance
- Plans and assigns work over periods of up to a year
- Selects potential staff to sustain customer/client service delivery
Closing Date
21 February 2023
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Job Description
This role is responsible to run an operational team on a day-to-day basis. on a day-2-day to ensure that the team achieves the Business Plan targets. Linked to the Business Plan is adherence to sales processes that will include quality, compliance, recruitment, post sales and collections.
- Manages leads activities to ensure leads are worked and converted into sales.
- Manages a team and Support staff.
- Reviews the performance of staff, identifies training needs, and plan training. Meets performance targets for sales and quality.
- Develops internal capabilities by supporting, training, and performance gaps in sales with respect of soft skills, technical knowledge, telephone skills, systems and technology.
- Guides the team towards achievement of sales targets, modifying behaviors to accommodate the tasks, situations, and teams involved.
- Identify and monitor team members' performance and non/poor performance in line with performance management governance.
- Demonstrates and exhibits client-centric behavior.
- Ensures that compliance requirements are adhered to and deals with non-compliance issues proactively within the division.
- Ensure a streamlined onboarding process for staff members.
Minimum Requirements
- Grade 12 with Insurance Level IV qualification.
- Relevant tertiary qualification would be advantageous
- 5 – 8 years' experience in Underwriting and leading a team of Portfolio Managers.
- 3 – 5 years' experience in insurance sales.
Closing Date
17 February 2023
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Job Description
- Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company.
Provide quality direct sales service that results in the production of business from new and existing sources.
- Identify and execute on innovative methods to build own insurance portfolio.
- Prospect for new clients through networking, cold-calling and door to door canvassing.
- Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
- Conduct a comprehensive risk evaluation for the client.
- Provide solutions to clients by selling non-life products aligned to their needs.
- Continuously build client base to secure future portfolio growth.
- Identify and action on cross & up selling opportunities across all products.
- Sell according to agreed targets for the day, week and month.
- Maintain minimum agreed quote volumes.
- Maintain a minimum agreed quote to sales ratio.
- Maintain an agreed NTU – and Cancellation ratio.
- Perform after sales service tasks according to allocated portfolio of customers.
- Monitor and resolve escalated client queries and complaints timeously.
- Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
- Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
- Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
- Manage time and workloads to ensure that deadlines and targets are met.
Quality service delivery
- Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
- Proactively suggest improvements in service and relations where applicable.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.
Minimum Requirements
- FAIS Compliant in Non-life Commercial product category.
- A Valid Driver’s License with own reliable transport required for the role.
Education
- Matriculation Certificate (Matric)
Closing Date
28 February 2023
Method of Application
Use the link(s) below to apply on company website.
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