Job Opportunities Available at Old Mutual

Job Description

• Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries, service and retain existing policies and generate sales by co-ordinating activities within Service Level Agreements (SLAs).
• Telephonically guide customers through the product offering, pricing, terms and conditions.
• Take ownership of queries and ensure they are resolved timeously and effectively.
• Handle urgent and complex enquiries and requests received telephonically and via email.
• Escalate unresolved matters and keep the customer informed of any delays in resolving an issue.
• Maintain the outlined QA average on all calls.
• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
• Accurately and efficiently capture all customer data.
• Finalise calls at point of contact, where possible.
• Forward accurate policy documents to customers within mandated timeframes.
• Demonstrate excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.

Requirements and Knowledge:

• Matric and/or equivalent  
• RE certificate essential
• Must have a tertiary qualification in Commerce (NQF Level 6-7 or equivalent) or studying towards a Commercial Degree in Finance
• Minimum of 1-2 years proven excellent client service
• Good communication skill

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Job Description

• Provide technical underwriting expertise with a clear focus on growth, profitability and efficiency to enable quicker decision-making for new or existing business on larger risks, renewals and other technical product queries. Works with Sales to drive profit and premium growth for assigned portfolio/s by executing the organisational business plans.
• Provide technical underwriting expertise with a clear focus on growth, profitability and efficiency to enable quicker decision-making
• Analyses quality and quantity of risks underwritten by product and prepare reports that review broker / intermediate books and profit / growth trends with recommended action plans.
• Analyses portfolio underwriting performance, identifying problems within the portfolio and design and implement action plans to address / rectify portfolio performance.
• Monitors market conditions, competitive landscape and researches risk, environment and factors necessary to grow new business of identified accounts.
• Performs analysis of complex accounts by combining past experience, intuition and commercial / business acumen to fully understand the risk to enable strategic portfolio decisions to be made.
• Deliver prioritised product pipeline and propose amendments to pricing models.
• Discuss and explain Risk Reduction Requirements (RRR) from survey reports and negotiate with brokers to obtain buy-in.
• Monitor and track compliance to underwriting guidelines and make recommendations to senior management to mitigate any risks identified.
• Works with Sales to drive profit and premium growth for assigned portfolio/s by executing the organisational business plans.
• Define and implement solutions for brokers to increase portfolio profitability and growth by understanding the customer appetite for organisational products, reasons for policies not being taken up, reasons for service failures and competitor product offerings.
• Visit brokers to enable and encourage conversion of large and complex quotes.
• Visit brokers to assist with renewal discussions on large and complex quotes.
• Define and implement solutions to ensure the portfolio achieves production, profitability and service objectives.
• Quotes, prices and underwrites renewal policies and endorsements, primarily for complex or service sensitive accounts.
• Monitors risk selection and pricing decisions for portfolio/s both on a book of business and at an individual account level.
• Proactively identifies opportunities through detailed performance plans with actions, accountabilities and scheduled performance checkpoints to maximize profit and pipeline management of the portfolio/s.
• Approves above mandate referrals by combining research outcomes, past experience, intuition and commercial / business acumen to fully understand the risk and the impact of the referral.

Experience, knowledge & skills required

• Diploma and/or equivalent NQF Level 6 qualification in general insurance.
• 3 – 5 years’ experience in personal lines underwriting.
• 3 – 5 years’ experience in Old Mutual Insure.
• Knowledge of Old Mutual Insure policy administration systems.
   

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Job Description

• This role is responsible for leading the technology and data capability within Old Mutual Multi-Managers. Aligning and guiding the delivery of a variety of IT and data services to support business objectives, through their team of IT and data specialists. The individual is responsible for creating the OMMM technology vision and strategy pertaining to the core platforms, security, data and digital, and automation. The Head of Technology and Data will be responsible for instituting the OMMM technology governance and ensuring that the service resilience framework is adhered to across the organisation along with providing the thought leadership pertaining to technology innovation and core technology capabilities within OMMM.

Key Responsibilities:

• Accountable for the IT and data strategy, and the execution, for the OMMM.
• Engaging with business stakeholders to understand their business needs
• Establishing a strong data-driven approach to decision making across the organization
• Design and build of IT & data architecture, infrastructure, and operations
• Overseeing data management, data analytics, and data governance
• Incorporate AI, automation, and machine learning principles.
• Provides vision, direction and leadership to IT and data resources and structures.
• Supports strategic goals of business by providing cost-effective business solutions.
• Proactively develops principles, disciplines and the procedures required to govern the relationships and issues in the provision of IT business services.
• Overall management of budgets, staff structures and operational environment.
• Responsible for planning and alignment with OMMM activities.
• Defines an IT strategy in accordance with business and technological drivers and promote best practice guidelines through continuous improvement
• Working with Chief Operations Officer to define and implement industry leading practices, policies and processes in terms of IT portfolio management, IT Risk management and governance, technology architecture etc.
• To ensure that appropriate IT governance and controls are in place across OMMM as compliance with regulatory controls.
• Driving and directing technology & data strategic projects in collaboration with the COO and OMMM MD, that is aligned to business requirements and direction.
• Manage and drive key technology partnerships to ensure value and efficiencies

People Management:

• Perform people management function for a team of driven data analysts and automation specialists.
• Guide direction and priorities of the team
• Accountable for team deliverables and quality of these
• Perform deliverable reviews, coaching and feedback sessions to team, as required
• Participate as a subject matter expert in the development & development planning of the IT and data team as required
• Oversee quality of outputs from the team

Qualification, Skill and Experience:

• Relevant B-degree (Masters Preferable) in Mathematics, Applied Mathematics, Statistics, Data Science, Technology or Engineering
• 5 - 7 years working experience in the field of execution of Technology or Change projects with a data component

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Job Description

• An exciting opportunity exists within the Corporate Actuarial team offering exposure to an interesting combination of technical and business issues.  The role requires a technically sound individual to collaborate effectively with various teams and various stakeholders.  
• A key part of the role will be in the calculation of the group assurance valuation results and reporting processes, providing insights to the business, and ensuring appropriate reserves and capital are held.  The role will also require participation in various projects, which will present opportunities to develop further insights and influence reporting within and across the various teams. 
• There will be a strong focus on ensuring processes are robust, efficient and fit for purpose, with appropriate controls.

Key Result Areas

• Group assurance reserving, embedded value, capital and business insights: Involved in the valuation process and provide insights on the group assurance financial results and performance, while ensuring appropriate controls, including:
• Reserving
• Market consistent embedded value
• Value of new business
• Analysis of surplus and embedded value
• Solvency capital calculations
• Earnings at risk
• Experience investigations
• Development and maintenance of tools to analyze actuarial data and results in order to enhance management reporting
• Produce reports providing insights into business results.
• Process efficiency and automation: Ensure processes are efficient, robust and fit for purpose. Ensure the control environment is adequate and effective. 
• Ad-hoc projects: Support the delivery of relevant projects objectives, as and when these arise
• Ad- hoc support to the Consolidation team: Provide support to the Consolidation team as need arise

Requirements: Skills, Qualifications and Experience required

• 4/5 actuarial credits
• No experience is required
• Strong technical skills and attention to detail
• Ability to communicate effectively to diverse technical and non-technical audiences (written and verbal)
• Strong stakeholder engagement skills
• Ability to collaborate effectively with others

Competencies

• Strategy
• Innovation
• Leading with Influence
• Collaboration
• Customer First
• Execution
• Personal Mastery

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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.

What is a financial advisor?

• The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
• The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
• As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

What is required of you?

• Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
• Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
• Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.

What do we need from you?

• A Grade 12 (Matric) certificate
• FAIS compliance
• RE5
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• A minimum of 3 years working experience (preferably in sales)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal
   

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Job Description

• This role manages a sales team and distribution strategy and is accountable for the sales targets and profitability of the team, over periods of up to a year.
• 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.
• Manages sales & expense budget for a sales team in a branch against set targets.
• Responsible for distribution strategy of products within a branch.
• Accountable for local marketing.
• Identifies & creates coordinated sales opportunities.
• Responsible for external networking & relationship building with key door openers.
• Ensures delivery of customer value.
• Manages, develops, appoints & trains sales advisors.

Requirements:

• Gr12 (Matric)
• FSCA Approved NQF Level 5 Qualification
• FAIS Compliant
• Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
• CPD – Continuous Professional Development – All cycles
• COB – Class of Business
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)
• Previous Managerial experience
• Knowledge and exposure to Group Schemes advantageous
• (Internal) Successful completion of MODP (This applies for applicants who have previously worked for Old Mutual)
• (External) Managerial qualification – advantageous

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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.

Requirements: Skills, Qualifications and Experience required

• Grade 12 (Matric).
• Valid Driver’s licence and Own Car
• FAIS Compliance (NQF Level 4 FSCA Approved Qualification) will be advantageous
• 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

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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.

Education

• Bachelors Degree (B), High School (Grade 12)  (Required)