Job Opportunities at Old Mutual South Africa

Job Description

• This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts.
• This role functions as a subject matter expert in a specific field of administration / product / process.
• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators.
• May act as a coach for administrative staff. Often consulted for system enhancements and testing.
• Resolves technical and complex problems, especially in support of administrative queries/issues.
• Applies specialist knowledge in a focused role working with relatively complex information.
• Operational in nature.

Skills

• Education

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Job Description

• If you are eager to join a dynamic team where you will be given the opportunity to apply your expertise and past experience in an effort to grow the Old Mutual group risk client base, look no further.
• The successful incumbent will perform a checking function and be required to mentor and develop others in an effort to grow the expertise.

Specific Key Result Areas:

• Checking of quotation output
• In-depth analysis of claims experience for larger arrangements
• Evaluate the risk and apply sound judgement to set the final risk rates, evidence of health limits and any additional terms and conditions
• Quality Assurance for risk rates on small and medium clients
• Establishing and maintaining relationships with internal and external stakeholder
• Respond to and resolve enquiries from various stakeholders and clients
• Interpret special requests from clients and deliver accordingly
• Provide a hassle-free service to clients by attending to requests on time, presenting information in a professional manner, being flexible where appropriate and by being proactive in preventing potential problems
• Mentoring of and knowledge sharing to junior team members
• Conform to Service Level Agreements with relevant stakeholders
• Provide quality service to clients/intermediaries – a passion for service excellence

Specific Key Result Areas:

• Checking of quotation output
• In-depth analysis of claims experience for larger arrangements
• Evaluate the risk and apply sound judgement to set the final risk rates, evidence of health limits and any additional terms and conditions
• Quality Assurance for risk rates on small and medium clients
• Establishing and maintaining relationships with internal and external stakeholder
• Respond to and resolve enquiries from various stakeholders and clients
• Interpret special requests from clients and deliver accordingly
• Provide a hassle-free service to clients by attending to requests on time, presenting information in a professional manner, being flexible where appropriate and by being proactive in preventing potential problems
• Mentoring of and knowledge sharing to junior team members
• Conform to Service Level Agreements with relevant stakeholders
• Provide quality service to clients/intermediaries – a passion for service excellence

Generic Key Result Areas

• Documentation Processing
• Provides an indirect service to customers and intermediaries
• Responds to immediate administrative requirements within procedure
• Follows standardised processes and provides administrative support in line with normal business functioning
• Delivers on daily production standards
• Uses standard administrative techniques to coordinate own work
• Personal Effectiveness
• Accountable for service delivery through own efforts
• Strong work ethic
• 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
• Ability to work under pressure and meet tight deadlines while maintaining high levels of accuracy and quality
• Problem solving skills
• Quality Assurance
• Adheres to service and quality standards
• Performs quality checks on own work
• Performs quality checks on the teams work

Qualifications and Experience required:

Role Requirements

• Matric (with Mathematics)

Insurance Industry Experience

• Working knowledge of pricing and rating principles in a group risk environment
• In-depth knowledge/experience working within and pricing in a Group Assurance/Risk environment would be advantageous
• Proven numerical ability / mathematical reasoning skills
• Computer literate and proficient in MS Office programmes e.g. Word & Excel
• Have the ability to plan and prioritise effectively
• Have sound analytical and problem solving abilities with a focus on attention to detail
• Customer centric
• Have strong communication and interpersonal skills
• Work effectively with internal and external colleagues and clients to accomplish organisational and team goals
• Enjoy working in a progressive environment
• The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.

Skills

• Education

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Job Description

• This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.
• Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes.
• Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
• Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
• Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
• Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
• Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently. Maintains branch operations through effective expense and cost management in support of branch profitability.
• Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
• Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
• Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units.
• Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.

Skills

• Education

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Job Description

• The successful applicant will be responsible for managing Old Mutual Investments’ Regulatory Compliance Team, which is responsible for managing regulatory risk. This is an exciting opportunity in a diverse financial services company and offers the successful candidate stretch across multiple asset classes and asset management boutiques in an ever-changing regulatory environment.

Key Result Areas

• Ably managing the team and ensure that a sound regulatory compliance framework and environment is maintained, by means of drafting, implementing and maintaining suitable policies, processes and monitoring frameworks.
• Ensure compliance with Old Mutual Group standards, as applicable to regulatory compliance.
• Remain abreast of changes to legislation, such that you are able to:
• Engage the business on changes or requirements in applicable primary legislation.
• Propose solutions that are efficient and effective, given business and environmental factors.
• Provide commentary on impending legislation, and understand how it pertains to the business.
• Maintain and enhance Old Mutual Investments’ regulatory training and communication programme, and be comfortable to provide face-to-face training as and when required.
• Compile the annual Compliance Plan and Compliance Monitoring Plan (CMP), and ensure execution thereof.
• Provide assistance and guidance to the business, and respond to queries on all regulatory compliance matters.
• Investigate, track resolution and report compliance breaches.
• Coordinate regulatory engagements, including site visits.
• Ensure reporting obligations, both internal and regulatory reporting requirements, are conducted within required timelines.
• Liaise with key internal and the broader Old Mutual Group governance stakeholders.
• Actively participate, and represent Old Mutual Investments, in internal Old Mutual Group subject matter forums.

Qualifications, Skills And Experience

• A suitable legal degree.
• At least five years of experience in financial services, preferably in asset management, and in a legal or compliance role.
• Capable of being approved as a compliance officer by the Financial Sector Conduct Authority. Being eligible for approval as a JSE Compliance Officer (Bonds and Derivatives) would be advantageous.
• Understanding of key legislation that impacts asset management and regulatory developments, including FICA and FAIS.
• Having fulfilled a role as a compliance officer within an asset manager, and experience with JSE member compliance within a bond/derivatives broker would be considered advantageous.
• Ability to think of innovative and/or efficient solutions.
• Ability to influence and build excellent external and internal working relationships.
• Ability to function and influence at all levels in the organisation including executive level.
• Excellent planning and organisational skills.

Competencies

• Accuracy
• Adaptability
• Communication
• Analysis
• Decision making
• Independent work
• Gaining commitment
• Initiating action
• Problem solving
• Quality orientation
• Stress tolerance
• Technical/ Professional knowledge

Skills

• Compliance Frameworks, Ensure Compliance, People Management, Regulatory Compliance
• Education
• Bachelor Of Laws (LLB) (Required)

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Job Description

• To deliver a world-class customer-focused and quality claims service by attending to phone calls and interacting with customers.
• Take inbound (First Notification of Claim) and make outbound calls in accordance with predetermined schedules Telephonically take customer through the claims process – this would involve immediate resolution of claim (where appropriate).
• Deal with all customers in a professional manner in strict accordance with the business culture, products and quality standards Manage time and workloads to ensure that deadlines and targets are met.
• Be personally responsible for reaching set targets.
• Demonstrate an excellent knowledge of product and claim terms, rules and conditions in order to correctly advise and assist the customer.
• Identify claim scams, inconsistencies or fraudulent activity and alert the responsible person following the appropriate policies, compliance and market trends Monitor business results.

Skills

• Education

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Job Description

This role provides immediate response to complex administrative requirements in accordance with SLA parameters, in a processing environment. The incumbent is individually accountable for achieving results through own efforts.

• Follows standardised processes and provides administrative support in line with normal business functioning.
• Delivers on daily production standards and adheres to service and quality standards.
• Provides an indirect service to customers and intermediates.
• Responds to immediate requirements within procedure.
• Uses standard administrative techniques to co ordinate own work.
• Product and process knowledge in different areas may differ but basic skills remain the same.
• May act as mentor / resource to less experienced Administrators.
• Fully multi-skilled across products and processes.
• Has extensive, relevant experience.
• Acts as a support person and / or point of escalation for complex and difficult cases / clients.

Skills

• Education
• Matriculation Certificate (Matric) (Required)

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About the role

• This role will be responsible for preparation/review of specific inputs and outputs of a portfolio of legal entities in accordance with International Financial Reporting Standards, the Companies Act, various tax/vat acts and Group accounting policies. This includes, amongst other entities, Old Mutual Emerging Markets (Pty) Limited.

Key Result Areas

• Financial Reporting
• Accountable for the deliverables of a portfolio of legal entities, which includes inter alia:
• Review and managing of relevant month-end deliverables including journals, HFM packs, additional disclosures documents and calculations
• Managing and coordinating the annual business planning and quarterly forecast process
• Review and managing of relevant tax returns, tax processes and tax queries
• Managing and coordinating the annual statutory audit and preparation of the IFRS Financial Statements processes
• Reviewing and managing inputs for board packs to various board meetings
• Responding to queries from various stakeholders including Group Financial Reporting, Tax Advisory, Regulatory Reporting, Corporate Secretarial, Corporate Finance, Balance Sheet Management
• Preparation of commentary on variances for internal & external reporting purposes
• Provides guidance to the team on the practical application of technical accounting opinions and new IFRS standards, to ensure complete and accurate reporting
• Keeps abreast of current accounting and tax developments

Governance & compliance

• Integrates accounting, audit and tax knowledge in terms of analysis and interpretation of technical issues
• Ensures compliance with International Financial Reporting Standards, Tax Act and Group accounting policies through active engagement with technical accounting team, tax team and accounting systems (HFM) teams
• Liaising with Corporate Secretarial on matters such as Companies Act compliance, inputs for board meetings and instructions/queries as a result of board meetings
• Pro-active review and improvement of the processes in the team with a focus on key controls

Management effectiveness

• Manage a team of accountants and responsible for HR related deliverables
• Ability to manage and prioritise multiple tasks
• Manage interdependencies and relationships with key stakeholders such as Group Financial Reporting, Regulatory Reporting, External Auditors, Balance Sheet Management, Tax advisory, Corporate Finance, Corporate Secretarial and External Reporting
• Participate/lead on other ad hoc projects and activities

Role Requirements

• Qualified CA (SA) with 3 - 5 years appropriate post qualification experience
• Thorough understanding of International Financial Reporting Standards
• Ability to deal with complex technical issues
• Attention to detail
• Strong analytical skills
• Experience with HFM reporting software and Group Financial Reporting processes will be advantageous
• Experience with end to end processes for large/complex legal entities will be advantageous
• Willing and able to learn fast and assimilate a significant amount of information
• Able to work constructive under pressure and manage change
• Team player
• Team leader experience
• Motivated self-starter
• Clear credit & criminal records

Skills

• Education
   

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Job Description

• This role is individually accountable for developing and implementing adhoc and regular reports and dashboards. Additionally, performing data extraction, manipulation and descriptive/ exploratory data analysis

Role Description

• Extracts Data from various internal and external sources.
• Performs data manipulation and descriptive/exploratory data analysis.
• Performs data quality checks and validates results.
• Analyses data to support business requirements.
• Liaises with data delivery teams.
• Should be able to work without supervision for respective functions but requires supervision for more complex tasks.
• Builds dashboards and reports to help answer business questions.
• Interprets and analyses data and presents internally.
• Accepts and lives the company values.
• Accountable for service delivery through own efforts.
• Collaborates effectively with others to achieve personal results.
• Individually accountable for managing own time, tasks and output quality.
• Makes increased contributions by broadening individual skills.
• Key Goals and deliverables

Data Analysis

• Extracts data from various internal and external sources.
• Performs data manipulation and descriptive/ exploratory data analysis.
• Performs data quality checks and validates results.
• Analyses data to support business requirements.
• Liaises with data delivery teams.
• Should be able to work without supervision for repetitive functions but requires supervision for more complex tasks.

Reporting

• Builds dashboards and reports to help answer business questions.
• Interprets and analyses data and presents it internally.

Personal Effectiveness

• Accepts and lives the company values.
• Accountable for service delivery through own efforts.
• Collaborates effectively with others to achieve personal results.
• Individually accountable for managing own time, tasks and output quality.
• Makes increased contributions by broadening individual skills

Qualifications

• Matric with an IT related degree/diploma essential.
• 2 Years Technical Or Data Analysis Related Experience Essential.
• Competent in writing SQL quires and developing Tableau dashboards.
• Very high level of Excel knowledge
• SharePoint administrator and developing knowledge
• Well- developed written and verbal communication skills.
• Self- managed and strong team player.
• Good interpersonal skills.
• Excellent work ethic with a high degree of accuracy.
• Deadline and Target driven.
• Ability to work under pressure.
• High sense of client care.
• Keep abreast of all product, process and system changes and developments.
• Must be able to work at flexible times (flexible start times from 08h00 to 8h30)& end the day at flexible times (flexible end times from 16h30 to 19h00 accordingly)(these hours might change in order to meet business needs).

Skills

• Education

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Job Description

• The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
• This role is a fixed term contract (maternity cover) and will provide input into BU and Segment People Plan with the core focus being on developing and implementing tactical HR people plans to drive organisation effectiveness.
• This role partners with Senior Management teams and is responsible for the implementation HR plans and advisory services. Individually accountable for achieving results through own efforts, over periods of 3months -1years.
• Provides input into BU or Segment People plan
• Develops and implements tactical and operational people plans in response to business and people challenges
• Partners with Senior Management teams to advise on people challenges and on how to improve people performance of teams
• Advises on people priorities for the future, using insights from HR Analytics and trends
• Manages the efficient implementation of the HR Calendar
• Develops and implements tactical organizational development and effectiveness interventions to address short term business needs
• Advises Senior Management teams on improving employee engagement at all levels and on building a high-performance culture align to overall segment plan
• Manages the implementation of the Segment Talent and Leadership plan for designated area
• Advises Senior Management teams on how to respond to change efficiently and effectively
• Manages the adherence to HR controls and implement new controls as required.
• Manages adherence to transformation plans for the segment
• Contributes to HR synergies across OMEM

Qualification & Experience:

• Minimum Degree in Social Sciences/ Organizational Psychology/Human Resources
• Minimum 5-8 Years HR Generalist Experience
• A seasoned professional with demonstrated knowledge of performance and talent management, industrial relations, recruitment etc.
• Demonstrated stakeholder management and change management

Skills

• Advisory Services, Change Management, Employment Equity, HR Business, Onboarding, Strategic Planning, Workday
• Education