Active Jobs at Old Mutual

Job Description

• Relevant tertiary qualification.
• Relevant insurance related qualifcations\accreditations.
• 2-3 years’ experience in an auditing role with experience in the insurance industry preferable.
• To deliver an integrated & independent first line monitoring function for the outsourced Retail portfolio in order to ensure that risk management, governance & critical control processes are operating effectively. Drive the delivery of assurance services that are designed to add value to business objectives by bringing a systematic, disciplined approach to evaluate & improve the effectiveness of risk management, control, and governance processes
• First line Oversight and Monitoring 
• Monitoring of outsourced activities within Retail to enable the business strategy.
• Monitor and maintain adherence to agreements and related mandates.
• Execute the annual Monitoring Plan to ensure a balance of optimal risk coverage and efficient service delivery through partnership with key stakeholders, including Risk and Compliance, Internal & External Auditors and Regulators.
• Drive the implementation of the Monitoring and Oversight strategy that focuses on areas that requires attention while having a forward-looking view of any changes that impact processes and controls, both internally and externally. Identify audit requirements to support, evaluate and monitor the strategy.
• Provide input into the Third-Party Management Framework to ensure alignment to the company strategy and all risks are managed appropriately within the risk portfolio.
• Perform regular risk assessments as per the approved Annual Monitoring Plan to maintain the relevance thereof, assessing both internal and external risk factors within the portfolio.
• Review risk and control remedial activities and gaps that were identified in order to effectively mitigate risks to the business.
• Drive innovation and improvements in the oversight and monitoring function to remain relevant.
• Perform reviews across the business to understand capabilities within the business, adherence to agreement terms, exposures, pricing techniques and changes, claims trends and issues to ensure continued acceptable performance of the portfolio.
• Oversight on performance of the portfolios and significant losses and trends.
• Monitoring and oversight of reinsurance processes to ensure that adequate reinsurance is in place to mitigate risks.
• Continuous improvement to ensure effective service
• Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, 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 control, increase operational efficiency and manage operating budget goals.
• 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 audit plans / schedules in order to manage achievement of goals and objectives.
• Share knowledge on, and participate in the creation of new standards, control systems and procedures to enhance service delivery.
• Ensure cost efficiency through financial and corporate governance
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Nurture a culture of high performance
• Align own behaviour with the organisations culture and values.
• Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery

Skills

• Internal Auditing, Short Term Insurance

Competencies

• Communicates Effectively
• Courage
• Directs Work
• Ensures Accountability
• Instills Trust
• Manages Complexity
• Optimizes Work Processes
• Tech Savvy

Education

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

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Aspires to be a Financial Advisor

• We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
• The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

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Job Description

• The role will  effectively investigate, adjust and report on assigned claims, thus ensuring containment of all Non Motor  claims spend on providing excellent service in setting a culture of best practice within mandated responsibility.

You would:

• Process and Understand of Non-Motor claims terms & claim types.
• ​Should be aware of escalation metrics and approved channels.
• Analyzing a problem and formulating its solving approach
• Identifying signs and details indicating fraud
• Understanding of the non-motor claims policies, activities, and procedures in claims environment.
• Understand and Follow the Claims Process
• Providing prompt & correct assessment.
• Explore alternatives available for claims assessing and settlement processes, moderation, building rates and service providers.
• Mapping client needs to company specified.
• Create collaborative relationships with internal and external process improvements designed to enhance the customer experience and value.
• Support implementing of new systems and processes
• Delivering the Service to both internal and external stakeholders 
• Actively follow service practices to determine the status of customer service and relations.
• Proactively identify customer solutions (process, product, systems) to address changing service requirements, ensure customer satisfaction
• Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
• Cost control and governance adherence
• Proactively ensure use of time, of resources, money, materials, or equipment is in line with policies and procedures.
• Comply with corporate governance policies, procedures, and standards.
• Operate within agreed mandates.

Experience, knowledge & skills required. 

• National Senior Certificate (NSC)
• Higher Certificate in Short- Term Insurance (NQF 5)
• 3- 5 years Non-Motor Claims Assessment experience,
• Certified and Accredited Fraud Examiner (ACFE),
• Valid South African Drivers Licence

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Job Description

Requirements:  

• Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
• The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
• Establish sound working relationships and maximises opportunities with prospective clients
• Uses appropriate interpersonal and communication techniques to gain client acceptance
• Works in specific allocated markets
• Works with a specific product

Skills

• Financial Products, Financial Services Industry, Marketing

Competencies

• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Education

• NQF Level 3 & NQF Level 2 - Below school leaving

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Job Description

Requirements:  

• Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage

What is a Sales Agent?

• The role of a Sales Agent is one that demands utmost professionalism, integrity and a customer-centric approach. A Sales Agent builds trust with their clients by engaging them in a respectful manner and ensuring they are offered financial products in line with their needs.
• The role calls for formal in-house training in conjunction with continuous on the job coaching and development.
• As a Sales Agent with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, and Customer-first.

What is required of you?

• Marketing Old Mutual products to new and existing clients, in line with the client’s needs and financial goals, to enable positive financial futures and protection of assets and estate.
• As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.

What do we need from you?

• Grade 12 (Matric) certificate
• 6-12 months sales/retails sales experience
• Previous Working experience in Financial Industry advantageous
• A clear criminal and credit check
• Computer Literacy (MS Office)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

Personal Qualities 

• Target and Goal Driven
• Client service orientated
• Adhering to Company values and policies
• Good business acumen
• Proactive
• Ability to influence
• Confident decision making
• Ability to handle pressure and set backs
• Good interpersonal skills
• Trustworthy
• Good time management skills
• Resilience

go to method of application »

• We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
• The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Education

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

go to method of application »

Job Description

• Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.

Responsibilities

• Leadership and Direction
• Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
• Customer Relationship Management / Account Management
• Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
• Sell Customer Propositions
• Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
• Sales Opportunities Creation
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
• Performance Management
• Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
• Operations Management
• Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
• Promoting Customer Focus
• Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
• Key Account Management
• Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
• Customer Relationship Development / Prospecting
• Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
• Budgeting
• Track budgets and report variances to more senior colleagues.
• Organizational Capability Building
• Provide coaching to team members to develop their skills.

Skills

• Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling

Competencies

• Builds Networks
• Business Insight
• Collaborates
• Communicates Effectively
• Customer Focus
• Demonstrates Self-Awareness
• Develops Talent
• Drives Results

Education

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

go to method of application »

Job Description

Requirements:  

• Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
• The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
• Establish sound working relationships and maximises opportunities with prospective clients
• Uses appropriate interpersonal and communication techniques to gain client acceptance
• Works in specific allocated markets
• Works with a specific product

Skills

• Financial Products, Financial Services Industry, Marketing

Competencies

• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Education

• NQF Level 3 & NQF Level 2 - Below school leaving

go to method of application »

Job Description

Requirements:  

• Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
• The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
• Establish sound working relationships and maximises opportunities with prospective clients
• Uses appropriate interpersonal and communication techniques to gain client acceptance
• Works in specific allocated markets
• Works with a specific product

Skills

• Financial Products, Financial Services Industry, Marketing

Competencies

• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Education

• NQF Level 3 & NQF Level 2 - Below school leaving