Hot Jobs at Old Mutual

Job Description

• This position is based in Upington. This is a sales management role accountable for an existing and experienced team. The successful incumbent will have to ensure the team’s profitability by managing results, resources and risks within the framework of the business plan for the area. This role also contributes to the overall management/leadership of the geographical area by serving as a member of the MANCO.
• Managing the application of PFA’s sales process.
• Managing the existing business processes (i.e. conservation, outstanding business, financing, administration and client care).
• Interacting with successful and demanding financial advisors.
• Coaching and development of financial advisors.
• Building and sustaining a productive team.
• Assist with General Practice
• Recruitment into Team of Quality Established Advisors
• Recruit into ACA team to ensure you have pipeline of Graduate Advisors
• Development and Implementation of a Local Marketing Plan and Market Activations

Qualifications and Experience required :

• Matric or equivalent
• CFP qualification will be an advantage
• Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5.
• Must have passed RE 5 level 1.
• Previous experience as a Sales Manager is preferable.
• Be accredited on all products that PFA distributes as well as accreditation on other optional products.
• Preferably 24 month’s service as a Financial Advisor.
• Have strong administrative capabilities.
• Should be comfortable in applying the sales process.
• Should be able to apply the six step financial process.
   

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Job Description

• Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company. The roles are based in Western Cape.
• Provide quality direct sales service that results in the production of business from new and existing sources.
• Identify and execute on innovative methods to build own insurance portfolio.
• Prospect for new clients through networking, cold-calling and door to door canvassing.
• Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
• Conduct a comprehensive risk evaluation for the client.
• Provide solutions to clients by selling non-life products aligned to their needs.
• Continuously build client base to secure future portfolio growth.
• Identify and action on cross & up selling opportunities across all products.
• Sell according to agreed targets for the day, week and month.
• Maintain minimum agreed quote volumes.
• Maintain a minimum agreed quote to sales ratio.
• Maintain an agreed NTU – and Cancellation ratio.
• Perform after sales service tasks according to allocated portfolio of customers.
• Monitor and resolve escalated client queries and complaints timeously.
• Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
• Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
• Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
• Manage time and workloads to ensure that deadlines and targets are met.
• Quality service delivery
• Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
• Proactively suggest improvements in service and relations where applicable.
• Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.
• Cost control and governance adherence
• Proactively ensure the use of time, resources, money, materials or equipment is in line with organizational policies and procedures.
• Comply with corporate governance policies, procedures and standards.
• Operate within agreed mandates.
• Quality people practices
• Align own behavior with the organization’s culture and values.
• Share and transfer product, process and systems knowledge to colleagues and team members.
• Collaborate and work with the OMI team to deliver required service levels.
• Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.
• Ensure achievement of own performance objectives.
• Actively participate in own professional development and career path.

Qualifications and Experience

• Grade 12 or National Senior Certificate.
• FAIS Compliant in Non-life Commercial product category.
• Minimum of 2 years’ experience in non-life insurance.

Competencies

• Strategic: Is able to understand, identify and act on broader opportunities in order to drive longer term, value-adding change. Applies judgement effectively. Identifies and acts on market and/or competitor trends/opportunities.
• Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.
• Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
• Leading with Influence: Influences and rallies people behind common goals; actively supports growth and inspires others to exceed expectations. Communicates clear strategies and objectives for own function.

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Job Description

• Old Mutual Insure is looking for a Senior Applications Manager to lead the creation and implementation of the business applications management approach, to ensure the maintenance and support of applications in order to meet the organizations business and operating needs. Modernise and optimise the application life cycle while also delivering features, fixes and updates frequently in close alignment with business objectives. This role includes technical, financial and resource development. Develop and promote IT and business partner relationships.

You would

• Lead the creation and implementation of the business applications management approach to ensure business and operating needs are met.
• In collaboration with the Head, define, develop and lead the implementation of the technical services strategy.
• Define and implement a fit for purpose operating model and resource allocation for the department, including prioritization and staff deployment based on changing priorities.
• Provide strategic direction, guidance, and recommendations to address a wide range of business and technology needs and support the implementation of agreed solutions.
• In collaboration with architecture define and lead the implementation of critical applications in line with the technology roadmap, to maintain related hardware & software and reduce operational risk from out-of-support infrastructure.
• Collaborate with other IT teams to manage and support business software solutions.
• Define and develop processes and policies to manage application and data security addressing internal and external threats.
• Identify and lead the implementation of process improvements to optimize systems quality and availability.
• Define and lead the implementation of solutions or methodologies to resolve program errors.
• Actively seek to improve assigned applications, and automate and streamline processes.
• Develop appropriate disaster recovery plans for critical business systems, including working with infrastructure and business teams to produce and sustain practical solutions.
• Promote and oversee strategic relationships between internal IT team, business stakeholders, external entities, vendors, and partner organizations.
• Manage processes and functionality of assigned applications to meet internal service level agreements.
• Oversee the management of day-to-day aspects of all business applications, including support, troubleshooting, continuous improvement, development, upgrades, and enhancements.

Experience, knowledge and skills required

• Bachelor’s degree in Information Technology or equivalent
• ITIL certification. Knowledge of COBIT and ITIL is essential.
• Relevant Cloud certifications.
• 8 – 10 years’ experience in IT application implementation and support within the Insurance industry.
• 5 – 8 years’ experience in leading an IT team.

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Job Description

• This role would be responsible handling all types of vehicle claim scheduling, to run  the full administration process for the motor claims portfolios and provide feedback timeously updated on the progress of the claim appointments to the involved stakeholders. The duties of the role  will however vary from time to time according to business requirements.

You Would 

Principle Accountabilities

• Scheduling claims to assessors
• Running RAM and providing ABR options to client/broker on certain binder claims
• Following up on outstanding quotations and provide broker feedback
• Appointing assessors and following up on assessor reports
• Repair management of approximately 600 claims  
• Invoicing brokers for assessing fees
• Attending and directing of all broker queries
• Updating brokers system (during manual process)
• Management of Codeplex dashboards
• Ensure completeness and accuracy of information received from FNOL / Back Office
• Track car hire on Vehicle Claims
• Feedback with upstream and downstream processes on queries/escalations and incompleteness of the data via email/calls
• Ensure SLA adherence of daily productivity, TAT and Inventory levels.
• Ensure work prioritization is followed as a practice.
• Finalize long tail claims.

Minimum Job Requirements

• 3 years Motor claims handling experience.
• 3 years call center experience.
• NQF5 in short term insure (Advantageous)
• 3+ years claim administration and scheduling

System Knowledge on the following:

• Microsoft office
• BPM
• TIA
• ICE

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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)
   

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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)

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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.
• Provides advice in line with the customer value proposition & compliance framework.
• Develops, tracks & reviews business plan to meet individual performance targets.
• Works in specific allocated markets.
• Works with a specific range of products.
• Prospecting is limited.
• Receives a base salary & bonuses - no commission.

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Job Description

• This role is responsible for shaping and executing the financial and value management strategy for OMiX, in alignment with the broader Old Mutual Group strategy. The role focuses on driving long-term financial direction while delivering results through the OMiX value chain within 1-2 years. 
• Key responsibilities include developing strategic initiatives that maximize value from our Integrated Financial Services (IFS) model, leveraging digital and data assets, optimizing product and customer profitability, and implementing the OMiX commercial model. This includes managing cost, profit, and loss across all portfolios.

Key Result Areas

In this role you will be responsible for:

• Strategic Vision
• Set the commercial vision and direction for OMiX aligned to the OM Group strategy objectives.
• Design and implement the OMiX Value Management Framework.
• Lead efforts to simplify Old Mutual’s commercial structures, processes, and offerings to deliver incremental value creation from the IFS model.
• Providing recommendations on corrective action and prioritisation of strategic initiatives to ensure OM Group strategic outcomes are met within agreed timeframes and costs.
• Analyse the latest industry trends and develop an effective business strategy on the ground of commercial opportunities.
• Lead the design and execution of the OMiX Commercial model, ensuring its integration across all business portfolios.
• Establish and monitor Financial models that account for allowances, costs, and profitability across portfolios.
• Financial Management 
• Management of Financial reporting on all Strategic and Key initiatives on a regular basis, contrasting agreed business objectives, funding, agreed timeframes and benefit realization.
• Cost and efficiency optimization
• Prioritising and implementing cost reduction initiatives and efficiency measures to improve profitability
• Streamlining processes, reducing waste, and removing duplication across portfolios
• Customer Profitability & Product Leadership
•  Own and drive customer profitability analysis and optimization across the business.
•  Collaborate with product teams to ensure product offerings align with customer 
•  needs while delivering profitable growth.
•  Lead efforts to align product innovation with market demands, ensuring competitive positioning and relevance in the financial services sector
• Business Growth
• Establish and chair a Commercial Executive Committee composed of customer outcome owners and key business unit leaders, focused on driving profitability, customer satisfaction, and sustainable growth
• Customer Protection
• Ensuring commercial operations/strategic progammes are in compliance with the relevant laws and regulations.

Requirements: Skills, Qualifications and Experience required

• We are looking for a finance leader with strong value management expertise and a track record of delivering strategic initiatives. The ideal candidate excels at aligning financial goals with business objectives, leveraging data to drive profitability, and implementing complex commercial models.
• Bachelors or Masters degree in Business Administration, Finance, or any similar field,
• Proven leadership experience in a Senior Commercial role within the Financial services or Insurance sector.
• Strong track record of implementing value creation strategies through simplification, digital transformation, and commercial optimization.
• Expertise in Financial modelling, Customer profitability, and P&L management across multiple portfolios.
• Knowledge and experience of Business Agility and principles.
• A good knowledge of the financial and budgeting processes and strategic performance charting,
• Excellent leadership and communication skills, with the ability to engage and influence

Additional qualifications / experience required

• Detailed knowledge of the organisation, systems, and procedures of Old Mutual is advantageous.
• Strong belief in a non-hierarchical culture of interaction, transparency, and trust in agile teams.
• Stakeholder Management, Negotiation & Communication Skills.
• Clarity on delivering clear, prioritised features with acceptance criteria.
   

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Job Description

• This role is responsible for project-orientated activities/solutions that typically span across all lines of business within Old Mutual and may extend to companies within the broader OM Group. The incumbent is individually accountable for achieving results through the efforts of other managers and their teams, over periods of 3 months to a year.
• Responsible for project-orientated activities/solutions that typically span across all lines of business within Old Mutual (and can impact supplier processes), and may extend to companies within the broader OM Group.
• Formulates a business case by defining: context of a business problem; proposed future state, high-level implementation approach to achieve the future state; funding model; benefit realisation framework; governance structure.
• Architects a project or programme. This includes the following tasks:
• Defines appropriate governance structures and stakeholder representation.
• Designs change management mechanisms to influence key stakeholders.
• Defines a detailed project approach and implementation plan.
• Sources resources and contracts skills necessary to effect project delivery.
• Develops policies defining business disciplines.
• Defines standardised business processes and practices to give effect to business rules.
• Develops training material for operational business processes.
• Defines enterprise rules regarding source and ownership of data that drives process.
• Selects a core technical platform or enabler components of a solution.

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Job Description

• The SOC Analyst Tier 2 forms part of the Old Mutual SOC & Threat intel team. The SOC Team will identify, analyse, and react to cyber security threats using a reliable set of processes and security technologies. The SOC Team provides a critical layer of analysis needed to seek out any irregular activity that could suggest a security incident.

The job role includes actively participating in the incident detection process as follows:

• Possesses in-depth knowledge of network, endpoint, threat intelligence, as well as the functioning of specific applications or underlying IT infrastructure
• Closely involved in developing, tuning, and implementing threat detection analytics
• Acts as the 1st escalation for Tier 1 SOC Analysts
• Responds to and oversees the remediation of a declared security incident
• Completes the Root Cause Analysis Report for Incidents
• Uses threat intelligence such as updated rules and Indicators of Compromise (IOCs) to pinpoint affected systems and the extent of the attack
• Monitors shift-related metrics ensuring applicable reporting is gathered and disseminated to the Head of SOC and Threat Intel
• Oversees the analysis on running processes and configs on affected systems
• Undertakes in-depth threat intelligence analysis to find the perpetrator, the type of attack, and the data or systems impacted
• Provides support for analytic methods for detecting threats
• Undertakes threat intelligence research 
• Validates false positives, policy violations, intrusion attempts, security threats and potential compromises
• Undertakes security incident triage to provide necessary context prior to escalating to relevant Security Specialists to perform deeper analysis when necessary
• Further analyses alarms by method e.g. credentials compromised and by asset class
• Based on the correlation rules and alarms within the SIEM and run books, further analyses anomaly tactic using the MITRE ATT&CK framework
• Manages security incidents using the SIEM platform and defined operational procedures.

Key Performance Indicators:

• Azure Sentinel SIEM Platform Monitoring
• Microsoft Defender 0365 Policy Management and deployment
• Standard SOC Reporting
• Incident Service Level Management
• Various Security platforms administration and configuration, policy configuration
• Security platforms with SIEM integration and participate in the security incident and event investigations and remediation
• Ensure IT policies are met with regards to data security and Integrity
• Ensure IT policies are met with regards to network security

Role Requirements:

Experience:

• Strong knowledge and experience working with SIEM Solutions, QRadar, McAfee ESM, Azure Sentinel.
• 2 to 4 years’ experience in IT Infrastructure Support, and a further 2 to 4 years’ track record as a Tier 2 SOC Analyst or Threat Hunter in an established SOC
• Experience working with Mimecast, Microsoft Defender 0365
• Experience working KnowB4 & PhishMe 
• Good knowledge of networks technologies (protocols, design concepts, access control)
• Good knowledge of various security technologies (firewalls, web gateway, endpoint protection, vulnerability management, network infrastructure, etc.)
• Good experience working with Nessus or Qualys
• Good understanding of the MITRE ATT&CK framework
• Good understanding of the ITIL Framework.
• Good report writing skills. PowerBI or QlikView
• Brilliant with a support ticketing system and experience in meeting SLA targets.
• Familiarity with risk management and quality assurance control.
• Excellent interpersonal skills and professional demeanor
• Excellent verbal and written communication skills
• Candidate must be eligible to obtain National Security Clearance

Qualifications:

• Grade 12 (Matric) (Compulsory)
• Degree or Diploma in Computer Technology
• SIEM Technology certification (QRadar, McAfee ESM, Azure Sentinel)
• MCSE, MCSA.
• Microsoft SC-200, AZ500
• ITIL Foundation qualification
• CompTIA A+, N+ S+
• CNNA or equivalent 
• CompTIA CySa and CASP+ advantageous