UMA Senior Specialist at Old Mutual

Job Description

• Manage UMA relationships 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.

Critical Objectives and Responsibilities

Build and maintain relationships with UMA’s

• Identify innovative methods to maximise UMA solution sales opportunities within the portfolio.
• Manage UMA solutions embedded with a client and ensure that optimum business flows from the solution.
• Continuously identify new UMA solution opportunities within the client's environment.
• Identify new potential opportunities for block business & book take overs.
• Prepare for UMA 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 UMA business by sharing analysis and providing recommendations how to grow the book by concentrating on the UMA strengths in their preferred segments.
• Prepare SWOT analysis on current UMA portfolio to understand what drives their business.
• Select and apply the optimal strategy and business plan to enable the UMA to drive growth and profitability on an annual basis.
• Provide analysis at portfolio meetings of the UMA 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 UMA.
• 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 UMA 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.

Continuous improvement to ensure effective service

• Ensure statutory and legislative knowledge is always current in order to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
• Ensure adherence to organisational policies, practices and procedures.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.

Service delivery to ensure customer satisfaction

• Maintain service, quality and desired outputs across the business process by ensuring compliance to tactical policies, procedures and standards.
• Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
• Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
• Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.

Ensure cost efficiency through financial and corporate governance

• Contribute to the development and implementation of fit for purpose budgets.
• Manage supplier relationships, and budgets associated with projects.

Manage quality people practices

• Align own behaviour with the organisation culture and values.
• Share and transfer multiple product, process and systems knowledge to colleagues and team members.
• Collaborate and work with the business to deliver required service levels.
• Actively share information with other team members regarding successes, issues, trends and ideas.

Experience, Knowledge & Skills Required

• Grade 12 with Insurance Level IV qualification.
• Relevant tertiary qualification would be advantageous
• 3 – 5 years' experience in General insurance / Reinsurance relationship management.

Skills

• Building Trust, Buying Process, Client Needs Assessments, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Identifying Customer Needs, Identifying Sales Opportunities, Sales Data Management, Sales Software, Strengthening Customer Relationships, Upselling

Competencies

• Action Oriented
• Builds Networks
• Business Insight
• Collaborates
• Communicates Effectively
• Customer Focus
• Directs Work
• Ensures Accountability

Education

• NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

• 25 July 2025