OMF Financial Consultant at Old Mutual South Africa

• This role requires that data is received and includes the calculations of rate reviews and quotations.
• The successful incumbent will be required to manage an existing portfolio of Key and Non-Key clients in the risk environment and perform a checking function within the team.

KRA's

Specific Key Result Areas

• Manage a portfolio of Key clients to ensure financial soundness and conformance to service level agreements
• Ensure appropriate data is received and that discrepancies are identified and explored
• Interpret client requirements and deliver accordingly
• Assist in resolving complex and a-typical cases
• Calculate accurate and timely rate reviews and quotations by applying sound business principles, technical expertise and sound judgement
• Ensure required rates are timeously implemented
• Provide a hassle-free service to clients by attending to requests on time, presenting information in a professional manner, being flexible where appropriate and by being proactive in preventing potential problems
• Check changes and amendments to policy conditions to ensure they are correct and actioned
• Manage competitor information and ensure that information Old Mutual provides to the market is correct
• Conform to Service Level Agreements with relevant stakeholders
• Provide quality service to clients/intermediaries

Generic Key Result Areas

Documentation Processing

• Provides an indirect service to customers and intermediaries
• Responds to immediate administrative requirements within procedure
• Follows standardised processes and provides administrative support in line with normal business functioning
• Delivers on daily production standards
• Uses standard administrative techniques to coordinate own work

Personal Effectiveness

• Accountable for service delivery through own efforts
• 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
• Collaborates effectively with others to achieve personal results
• Accepts and lives the company values

Quality Assurance

• Adheres to service and quality standards
• Performs quality checks on own work

Job Requirements

• Matric (with Mathematics)
• Insurance industry experience
• Working knowledge of pricing and rating principles in a group risk environment
• In-depth knowledge/experience working within a Group Assurance/Risk environment would be advantageous
• Proven numerical ability / mathematical reasoning skills
• Knowledge of Underwriting would be advantageous
• PC proficiency in MS Office programmes e.g. Word & Excel
• Have the ability to plan and prioritise effectively
• Have sound analytical and problem solving abilities with a focus on attention to detail
• Have strong communication and interpersonal skills
• Work effectively with internal and external colleagues and clients to accomplish organisational and team goals
• Enjoy working in a progressive environment
• Tertiary qualification would be advantageous

Additional Details

• Information Monitoring
• Initiating Action
• Ownership
• Planning & Organising
• Team Orientation
• Technical Knowledge