Old Mutual was established in Cape Town in 1845 as South Africa's first mutual life assurance society. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities and broader society.
Validate, evaluate and enrich requests sent via email.
Manage requirements up to the evaluation of requests for the purpose of classification and to enrich requests to enable straight through processing.
Unpack the purpose / reason for the request and determine if the request is comprehensive and which type of request it is. This includes ascertaining whether this request is new or pre-existing or not offered/supported by the centre.
Follow up with the requestor if information provided is lacking or the request/instruction is unclear to ensure straight through processing.
Obtain clarification and/or missing information by applying basic rules for work distribution and request assignment.
Ensure that requests are managed and distributed to groups available for receiving requests and or work assignments.
Follow up on outstanding and open tasks to ensure timeous submission of outstanding requirements.
Identify and report on trends and errors in support of errors cause removal opportunities.
Ensure relevant correspondence/documents are associated with active service requests to prevent duplication of efforts.
Identify and highlight specific risk factors to ensure improved output quality.
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