Job Summary
To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards.
- Deals with client enquiries via telephone (inbound and outbound), email, web chat
- First contact resolution of applicable queries/ transactions
- Deals with first level escalations and complaints
- Effectively manage customer expectations
- Processing new and existing business on behalf of customers and advisors
Skills
- Inbound Calls, Outbound Calls
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
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Job Summary
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
Closing Date
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Job Description
We are seeking a dynamic individual to join our team as a Junior Instructional Designer. This role offers an exciting opportunity for someone eager to grow into the instructional design space while contributing to the development and delivery of innovative learning solutions.
The role includes the following responsibilities:
- The chosen candidate will take charge of all creative requirements.
- Maintain project documentation and course folders throughout the course lifecycle.
- Regularly update course material on Learning Management Systems in alignment with project releases and enhancements.
- Conduct pilots (testing) of developed/adapted learning material prior to formal implementation.
- Design and develop learner guides for various training programs, courses, and workshops.
- Collaborate with the Instructional Designer to design and/or adapt new or existing learning material to support workplace competence/needs analysis and learning strategy.
- Analyse and apply trends and best practices in learning technologies and graphic design.
- Follow up with respective individuals regarding outstanding training requirements.
- Update the learning and development event calendar/schedule to ensure adherence to compliance and organisational learning requirements.
- Create engaging exercises and activities using authoring tools to enhance the learning process, including audio, video, simulations, digital assets, and gamification learning methodologies.
- Update internal learning site with the latest learning content, newsflash emails, and learning statistics to ensure accurate and up-to-date information.
- Update and maintain process documentation and or Standard Operating Procedures (SOP)
These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.
Qualifications and Experience required:
- Diploma or equivalent (NQF 6) in Graphic Design, Instructional Design, Education, or related field.
- Strong proficiency in Graphic Design software (e.g., Adobe Creative Suite/Indesign/Illustrator/Photoshop).
- Preferably, but not mandatory, familiarity with Instructional Design principles and methodology (e.g., Articulate Storyline, Adobe Captivate) is required.
- Proficient in video editing and animation (E.g. Adobe After Effects).
- Excellent organizational and time management skills.
- Strong communication and collaboration abilities.
- Ability to thrive in a fast-paced, dynamic environment.
- Proficient in Microsoft Suit (Word/Excel/PowerPoint).
- 1 -3 years prior experience in Graphic Design.
Application Requirements:
- Proven portfolio (Weblink/digital)
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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
Rendering the Service delivery 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
Skills
- Analytical Decision Making, Property Valuations, Report Writing
Education
- Higher Certificate in Short Term Insurance (Required), Matriculation Certificate (Matric) (Required)
Closing Date
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Job Description
This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.
The incumbent is individually accountable for achieving results through own efforts.
- Meets monthly sales targets in terms of lending, transactional banking and insurance.
- Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
- Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
- Accurately capture all client information on Summit as per loan application and supporting documentation
- Suspend or reject loan applications to be re-quoted as and when required
- Report suspicious or fraudulent loan application documents to the Branch Manager
- Explain the Loan Application Process to facilitate client understanding of the process
- Explain Terms and Conditions of Old Mutual Finance Products to clients
- Issue copy of Contract / Agreement to Client
- Print loan agreement for client’s signature
- Correct altered loan application information sent for rework and reprint for client’s signature
- Follow up on clients with 1st and 2nd missed instalments
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management
- Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
- Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
- Provides excellent face to face and telephonic service to customers.
- Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards.
- Processing of lending products and verification of the required information.
Minimum Requirements
- National Senior Certificate or; (Equivalent NQF level 4)
- Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)
Skills
- Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales
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Job Description
Accountable for the execution of business plan and for governance and compliance at an operational level. Generates financial information. Analyses and reports on variances. Maintains suitable financial control environment.
Accountable for the execution of business plan and for governance and compliance at an operational level. Generates financial information. Analyses and reports on variances. Maintains suitable financial control environment.
Minimum Job Requirements
- Must have a related B com or Related Tertiary Qualification
- 2- 3 years Finance Experience in the Insurance Space
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Job Description
This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.
The incumbent is individually accountable for achieving results through own efforts.
- Meets monthly sales targets in terms of lending, transactional banking and insurance.
- Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
- Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
- Accurately capture all client information on Summit as per loan application and supporting documentation
- Suspend or reject loan applications to be re-quoted as and when required
- Report suspicious or fraudulent loan application documents to the Branch Manager
- Explain the Loan Application Process to facilitate client understanding of the process
- Explain Terms and Conditions of Old Mutual Finance Products to clients
- Issue copy of Contract / Agreement to Client
- Print loan agreement for client’s signature
- Correct altered loan application information sent for rework and reprint for client’s signature
- Follow up on clients with 1st and 2nd missed instalments
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management
- Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
- Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
- Provides excellent face to face and telephonic service to customers.
- Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards.
- Processing of lending products and verification of the required information.
Minimum Requirements
- National Senior Certificate or; (Equivalent NQF level 4)
- Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)
Skills
- Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales
go to method of application »
Job Description
This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.
The incumbent is individually accountable for achieving results through own efforts.
- Meets monthly sales targets in terms of lending, transactional banking and insurance.
- Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
- Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
- Accurately capture all client information on Summit as per loan application and supporting documentation
- Suspend or reject loan applications to be re-quoted as and when required
- Report suspicious or fraudulent loan application documents to the Branch Manager
- Explain the Loan Application Process to facilitate client understanding of the process
- Explain Terms and Conditions of Old Mutual Finance Products to clients
- Issue copy of Contract / Agreement to Client
- Print loan agreement for client’s signature
- Correct altered loan application information sent for rework and reprint for client’s signature
- Follow up on clients with 1st and 2nd missed instalments
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management
- Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
- Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
- Provides excellent face to face and telephonic service to customers.
- Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards.
- Processing of lending products and verification of the required information.
Minimum Requirements
- National Senior Certificate or; (Equivalent NQF level 4)
- Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)
Skills
- Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales
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Job Description
Old Mutual Insure is looking for Tia Oracle Developer .
This role includes solutions design, development, implementation, testing, data conversion, documentation, and system enhancements. Accountabilities for this role include software development, systems analysis, interpreting functional requirements, and engaging with relevant stakeholders.
You will :
- Experience working within an Agile and DevOps team
- Excellent problem-solving skills
- Experience with writing, maintaining unit tests, functional tests
- Experience in developing distributed, high transactional, and available systems
- Experience in the usage of UML and documentation
- Excellent understanding of theoretical Software Engineering fundamentals, including but not limited to distributed systems, highly scalable systems, algorithms, data structures, design patterns, and programming paradigms is advantageous
Core Skills:
- TIA
- Oracle DB
- Oracle Forms and ADF
- SQL, PLSQL, and any relational database experience in a high-load environment
- Strong experience with Oracle functions, procedures, triggers, packages & performance tuning
- Experience with analytics, and monitoring
Advantageous Skills:
Minimum Job Requirements
- Bachelor Degree or related IT Tertiary Qualification
- Min 5 - 8 Oracle , Advantage Tia Experience
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Job Description
Provide quality claims negotiating outcomes for the Claims function through effective and efficient claims negotiations and finalisation of claims.
- Answer telephone and email queries from the brokers, based on updated logs
- Analyse claim and confirm cover
- Draft rejection letter if claim rejected
- Request and analyze policy file and related documentation
- Appoint assessor, if required
- Capture/register claim
- Settle claims within mandate
- Recover 3rd party claims
- Prepare payments file on successful recovery
- Finalise claim as per Old Mutual Insure standard Keep broker informed at all times in terms of progress of claim
Accountability & Urgency:
- Is responsible for own effectivity and related results. The function is a highly pressurised and complex environment that demands that claims and tasks are treated with extreme urgency.
Business Acumen:
- Understanding main business drivers in order to impact on decision making and get things done; maintaining awareness of developments in the organizational structure and politics; demonstrating financial awareness; controlling costs and thinking in terms of profit, loss and added value.
Teamwork:
- Co-operates and works well with others in the pursuit of team goals; shares information; supports others.
Claims Processing:
- Understanding and effective application of the claims processes that he or she is responsible for as well as to link and drive the intended results including service and costs. This includes an innate understanding of claims policy wordings, processes and systems to ensure effectivity of the team and outcome of the goals and objectives as well as technical expertise on vehicle damage
Quality Driven:
- He or she needs to have high standards on quality without diminishing effectivity that support the business objectives and delivers exceptional customer service and experience.
Customer Centricity:
- The ability to prioritise customer service and customer experience as well as claims processes and any other stakeholder. Customer service should be the foundation of which all decisions are made.
Decision-Making and Problem Solving:
- The ability to do complex reasoning that analyses symptomatic challenges and derives the implementation of effective solutions to ensure claims service and process continuity. The team member is expected to apply skills and expertise in decision making to achieve results.
Team Player:
- The ability to work well with others and support peers and colleagues that fosters team success.
Relationship Management and Networking:
- Builds networks with parties that can enable the achievement of the team goals and objectives. Successfully builds trust and rapport with customers. Presents solutions that meet customer objectives
Minimum Job Requirements (Experience, Skills and Qualifications):
- Matric
- 4 years short term claims experience
- Technical ability to effectively direct claims
- Understanding of claims processes and service requirements
- Appropriate insurance qualification/ degree
- Minimum period required to perform productivity in this job: 4 – 6 months
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Job Description
This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
Role Description
Key /Performance Areas
Financial Advice
- Provides advice in line with the customer value proposition & compliance framework.
- Works in specific allocated markets.
- Works with a specific range of products.
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.
Relationship Building
- Establish sound working relationships and maximises opportunities with prospective clients.
- Uses appropriate interpersonal and communication techniques to gain client acceptance.
Sales/ Productivity
- Develops, tracks & reviews business plan to meet individual performance targets.
- Engages in limited prospecting.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Attributes / Competencies
- Client Focus
- Decision Making
- Planning & Organising
- Sales Ability
- Technical Knowledge
- Tenacity
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Job Description
In this role the incumbent will play a key role in the Financial Admin Team within Old Mutual Corporate Administration and Servicing Capability Cluster focusing on servicing and monitoring of daily banking transactions, payment of expenses and other processing activities of Umbrella Retirement Fund clients.
Banking functions
- Maintain and service bank accounts of retirement fund clients.
- Ensures client instructions are carried out accurately, with approval and per industry regulatory requirements when applicable.
- Servicing of Chorus cases per instructions received.
- Processing of invoices to vendors
- Receipting of Risk recoveries onto member records
- Processing of Refunds to clients
- Processing of deregistration schemes to obtain zero balance.
- Processing of two-pot transactions that impact the bank accounts.
Personal Effectiveness
- Accountable for service delivery through own efforts.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
- Makes increased contributions by broadening individual skills.
- Individually accountable for managing own time, tasks and output quality
- Maintains good stakeholder relationships with internal and external clients.
- Adheres to service and quality standards.
- Performs quality checks on own work.
Requirements: Skills, Qualifications and Experience required:
- 1- 2 years’ experience in a similar environment
- Grade 12 (with Accounting) and a finance degree/diploma or studying towards a finance degree/national diploma with accounting as a subject.
- Sound knowledge of accounting.
- Excellent analytical and problem-solving skills.
- High degree of numerical ability.
- High degree of attention to detail orientation and accuracy.
- Team Player.
- Ability to manage own workflows/to be able to work independently.
- Good communication skills (both written and verbal).
- Must be able to meet tight deadlines under high level of pressure.
- Strong organizational and Time Management skills
Competencies :
- Decision Making
- Gaining Commitment
- Ownership
- Collaboration
- Strong Planning & Organising
- Technical Knowledge
- Analytical Ability
- Attention to Detail
- Initiative and lateral thinking
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Job Description
This role assists clients telephonically or face to face, in accordance with business, process and compliance rules. The incumbent is individually accountable for achieving results through own efforts. Customer focused role.
- Provides telephonic and face-to-face service to customers.
- Adheres to service and quality standards.
- Adheres to business, process and compliance rules.
- Moderate to high level of technical knowledge.
- Multi skilled across product and process relevant to the business area.
Method of Application
Use the link(s) below to apply on company website.
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