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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.
Analysis Of Scheme In Terms Of PPM
1.1 Identify policies within a scheme that require action in terms of PPM category which includes
1.2 Monthly monitoring PPM actions / audits of actions
1.3 Maintain data of schemes at policy level in format provided
Maintain legal contracting relationship
2.1Ensure all binders have been signed and updated/maintained via the CMS System
2.2 Ensure all deliverables in terms of the binder agreement have been received, verify fee register.
2.3 Where necessary ensure that fee’s are recouped/recovered/ adjusted for non performance by schemes administrator/broker.
Provide financial insights and commentory to management for portfolio
3.1 Engage with all portfolio team member to provide feedback/communicating in terms of;
3.2 Non financial commentary/feedback of schemes with the portfolio ie. status of contracts; performance in terms of binder; scheme business plan.
Job Requirements
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