Administration Specialist at Old Mutual

Job Description

• This is a Fixed Term contract position. This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts.

Documentation Processing

• Perform complex administrative tasks in accordance with SLA parameters, in a processing environment
• Follows standardised processes and provides administrative support to sales staff in line with normal business functioning
• Provides a service to the brokers
• Responds to immediate administrative requirements
• Delivers on daily production standards

Quality Assurance

• Performs quality checks on own work
• Adhere to service and quality standards
• Working as part of a team and assisting others when required
• Needs to pass yearly Business Unit Assessments

Relationship Building

• Build strong partnerships with internal staff in order to provide good service to the brokers
• Ensure all issues are proactively and smoothly resolved, keeping brokers informed and providing good service
• Builds solid relationships with brokers and their staff thereby assisting the business consultant with achievement of sales targets
• Collaborates and networks effectively with others and achieve results

Additional Job Description

• This role functions as a subject matter expert in a specific field of administration / product / process
• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators
• May act as a coach for administrative staff. Often consulted for system enhancements and testing
• Resolves technical and complex problems, especially in support of administrative queries/issues
• Applies specialist knowledge in a focused role working with relatively complex information
• Operational in nature
• Quotes draw and distribute quote requests
• Assist with navigation on viewing of o/s, the status of the case, and submission
• Provide feedback on the status of the case until the issue
• Forward invoices to OM Fees for payments, follow up and obtain proof of payment, and forward to Dr's to obtain o/s medical reports.
• Reporting will be responsible for drawing compiling and distributing reports, such as leads, conservations, missed premiums, service treads, persistence, deferrals, etc.
• Assist with New Business and existing business submissions
• Assist with New Business capturing
• Support to area secretaries

MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)

• Matric/Grade 12
• Minimum 3 years’ experience in the industry or similar role
• Knowledge of Old Mutual’s products and administrative processes is required (Greenlight, OMP, Max Income, Max Investment)
• Knowledge of the OMP system for at least 12 months (advantageous)
• Previous experience within a processing environment
• MS Office proficiency
• Ability to travel within the region

COMPETENCIES REQUIRED

• Adaptable to rapidly changing environment.
• Excellent communication and writing skills.
• Able to work under pressure and be adaptable.
• Sound understanding of the insurance industry.
• Awareness of client-care principles.
• Ability to give and receive feedback.
• High level of attention to detail.
• Ability to work independently and be a reliable team player.
• Some technical knowledge about area of operation.
• Excellent organising skills.
• Attention to detail.
• Deadline orientated.
• Ability to prioritise work in order of importance and risk.
• Strong pro-active problem-solving skills.
• High level of ownership and independence (able to run the office in the absence of the senior for long periods of time)
• Systems knowledge: CMOS, Omunet, Bancs

Skills

• Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review

Competencies

• Directs Work
• Drives Results
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Closing Date

• 10 December 2025