Jobs at Old Mutual South Africa

Job Description

To provide quality claims registrations service while ensuring excellent service to clients and brokers at the start of the claims journey, and ensuring clarity of process to follow after registration. Provide guidance to clients and brokers towards the best options regarding and ensuring completeness of claims information before moving the file to the relevant claims back office area

• Assist brokers and clients on emails or inbound calls in accordance with predetermined compliance and customer service processes and procedures ensuring effective and efficient claims registration service
• Demonstrate excellent knowledge of Old Mutual Insure (OMI) product offerings, client history, and other claims related information material to the claim at hand.
• Actively listen and capture claims details to and advising client of any additional documents or information that may still be required if not provided upfront.
• Show tolerance and patience in understanding customer’s emotional state and turning any negative situation into positive.
• Deal with all customers in a professional manner in strict accordance with OMI culture, products and quality standards.
• Adhere to agreed processes in order to deliver targeted operational results Represent and market OMI's claims process internally and externally to peers and clients respectively
• Provide customer services in line with quality and performance standards Build positive customer relations and solve or escalate customer queries and complaints
• Gather feedback on any customer satisfaction or dissatisfaction and report to the relevant team leader or OMI manager Proactively suggest improvements in customer service and relations where applicable.
• Contribute to a service culture which builds rewarding relationships, propose innovations and support peers in providing exceptional client service
• Proactively ensure use of time, of resources, materials or equipment is in line with OMI policies and procedures
• Comply with corporate governance policies and procedures and standards Operate within agreed mandates

Job Requirements (Experience And Qualification)

• Bachelor Degree in Law or Commerce
• Must have at least 2-3 years short term insurance experience

Closing Date: 15th, June 2022

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Role Overview
This is a regional (Area) based sales management role that manages a team of vested Financial Advisors (approx. 10) with 24 months+ experience. The role undertakes to recruit, support and develop (coach and train) the EFA’s to build their successful practices and generate compliant advice-based sales. This role also contributes to the overall management/leadership of the branch by serving as a member of the Area MANCO.

The team consists of 1 Regional Top 25 adviser, 3 General Practices, one former National Top 25 adviser, one CFP qualified adviser, 3 area top 10 advisers and 3 League One adviser. This team share an office with an Academy team and graduates into EFA team.

Key Result Areas

• People Management: Recruitment and Selection of financial advisers; development & coaching of advisers & Performance Management (building and sustaining a productive team)
• Sales Management: Strategy and business plan execution and evaluation; Drive, monitor and report sales, Practice Management, Compliance, and risk management
• Financial Management: Apply business acumen to financial decision; Undertake budget/expense
• Managing the existing business processes (i.e. conservation, outstanding business, financing, administration, and client care).

Qualifications And Experience Required

• Matric or equivalent
• 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.
• Having difficult conversations and being assertive.
• Coaching of others

Competencies

• Strategic
• Innovation
• Customer First
• Leading with influence
• Collaboration (Relating)
• Decision Making
• Execution
• Personal Mastery
• Technical /Business Competencies

Critical Skills And Qualities

• Coaching/training/development
• People/performance management
• Planning, organising and monitoring
• Analytical thinker
• Interpersonal/communication
• Goal setting and execution
• Sales and marketing focused
• Able to motivate and inspire
• Business and financial acumen

Closing Date: 20th, June 2022

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Job Description

The Strategic Planning and Analysis team within Group Finance is looking for a talented and driven individual to support the development of the Old Mutual Limited (OML) business plan, and the subsequent monitoring and tracking of the implementation of this plan through the quarterly forecasts and related incentive processes.

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.

Key Result Areas:

Monitoring and tracking of performance: Forecasting

• Support the quarterly forecasting process, ensuring insights into performance are well communicated.
• Support the production of the OML quarterly forecast document in conjunction with the Finance communities.
• Assist with making the forecasting process across OML more efficient (e.g. simplifying and standardising it).

Business Planning

• Develop in-depth knowledge and analysis of specific segment performance.
• Support the production of the OML Business Plan document in conjunction with the OML Exco, Strategy and Finance communities.

Remuneration

• Support the quarterly forecasting of STI and LTI outcomes.
• Support the production of the STI and LTI outcome reports with distribution to EXCO, MRC and Remuneration committee.
• Assist in improvement of data analysis, together with the Human Capital team.

Peer Analysis and benchmarking

• Support the production of regular reports comparing OML performance against competitors.
• Identifying and tracking competitor performance and market activity.
• Assists with preparing ad-hoc reports/presentations as requested by senior stakeholders.

Projects

• Support the delivery of project related activities for which the team is responsible (e.g. Shareholder Value Framework, improvements to Enterprise Project management, etc.).
• Production of ad hoc insight papers to support better understanding of the financial drivers of our business.

Qualifications, Skills and Required Experience:

• CA(SA), qualified actuary, or relevant analytical qualification.
• Minimum 3 - 5 years' finance experience post articles.
• Experience in Financial Services required.
• Knowledge of and experience in producing management reporting advantageous.
• High level of computer proficiency.
• Old Mutual experience is not required but would be an advantage.
• Displays a high level of accuracy in his/her work.
• Highly articulate communication ability.
• Strong interpersonal skills and client service orientation.
• Capacity to work under pressure and meet tight deadlines.
• Be enthusiastic and display a positive attitude.
• Ability to integrate complex information.
• Be innovative.
• Maintain confidentiality of all information both from internal and external sources.

Core competencies

• Customer First.
• Execution.
• Collaboration (Relating).
• Innovation (Perspective).
• Leading with Influence.
• Personal Mastery (Learning).
• Strategic.

Skills

• Budgeting, Business Forecasting, Business Planning, Cost Management, Financial Analysis, Financial Reporting, Internal Controls, Management Reporting, Risk Management, Transaction Accounting, Variance Analysis

Education

• Bachelors Degree (B): Actuarial Science (Required), Chartered Accountant (Required)

Closing Date: 16th, June 2022