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.
Manage the broker / intermediary relationship to meet growth and profitability targets across multiple products and solutions for a portfolio of clients. Support the delivery and execution of an excellent individual and / or corporate client experience.Build and maintain relationships with Brokers / Intermediaries
Identify innovative methods to maximise broker / intermediary solution sales opportunities within the client portfolio.
Manage the broker / intermediary solutions embedded with a client and ensure that optimum business flows from the solution.
Continuously identify new broker / intermediary solution opportunities within the client's environment.
Identify new potential intermediaries & opportunities for block business & book take overs.
Prepare for broker / intermediary visits on new business by reviewing large quotations, number of business quotes and conversion ratio data to guide conversations / provide status updates.
Provide input into the broker / intermediaries' business by sharing analysis and providing recommendations how to grow the book by concentrating on the brokers / intermediaries' strengths in their preferred segments.
Prepare SWOT analysis on current broker / intermediary portfolio to understand what drives their business.
Select and apply the optimal strategy and business plan to enable the broker / intermediary to drive growth and profitability on an annual basis.
Provide analysis at portfolio meetings of the broker / intermediaries performance including explanations and action plans to improve growth and profitability of underperforming portfolios.
Identify cross & up selling opportunities across all products.
When portfolio is consistently running at a loss, action must be taken in conjunction with the underwriting team and intermediary.
Manage the implementation of operating procedures as well as monitor the quality, service standards and operational processes related to the applicable product or solution.
Collaborate with broker / intermediaries to facilitate multi-product training interventions to create awareness regarding the processes and operational aspects of the different products.
Make recommendations to improve client service and fair treatment of clients within area of responsibility.
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