Jobs Career Advice Signup
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

  • Posted: May 5, 2020
    Deadline: Not specified
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • Old Mutual is an international investment, savings, insurance and banking group. For over 170 years we have been serving the growing insurance and investment needs of our customers, helping them achieve their lifetime financial goals.
    Read more about this company

    Senior Portfolio Manager

    Detailed Description

    • To effectively drive and deliver on the segmented model portfolio thus ensuring performance targets are achieved in line with the M&F business strategy.
    • Develop optimum relationships with intermediaries and internal role players.
    • Ensure continuous strategic and business alignment between intermediary and Mutual & Federal.
    • Manage allocated portfolio wrt growth, retention, profitability and any other business relevant factors.
    • Ensure positive relationships are built and maintained and excellent customer service is provided to various role players (internal and external).
    • Ensure relevant feedback, information and reports are prepared, submitted and presented to various stakeholders on all aspects of growth and profitability.
    • Deliver optimal customer experience, quality of service and achievement of personal targets.
    • Please note that this is a Role Size “N”
    • Identify and develop sales opportunities.
    • Ensure a consistent and detailed understanding of the sales targets, goals, performance levels, products, business rules and conditions.
    • Identify and drive the cost to serve model with relevance to allocated broker segment.
    • Identify and drive opportunities to improve and enhance product and service offerings.
    • Ensure a consistent detailed understanding amongst brokers of their growth targets, goals, performance levels and available products.
    • Resolve customer complaints and queries where necessary.
    • Keep abreast of market conditions and trends and relevant industry regulations.
    • Management of main critical focus areas on balance sheet
    • Display and deeper understanding of and ability to market effectively all aspects of the business, including UMAs, and Specialist Insurance
    • Optimal use of business tools, such as SFA, BI, CRM on demand to drive relevant business imperatives.
    • Control DMA within portfolio.
    • Drive increased utilization of mf online and any other self-service platforms.
    • Effective participation in any relevant industry related functions or forums.
    • Ensure adherence to organizational policies, practices and procedures.
    • Identify and recommend areas / ways to improve processes.
    • Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
    • Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved.
    • Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals
    • Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
    • 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. Align own behavior with the organization culture and values.
    • Share and transfer product, process and systems knowledge to colleagues
    • Collaborate and work with the Business Development team to deliver required service levels.
    • Actively participate in the Business Development team to ensure functional balanced scorecard objectives are achieved.
    • Ensure achievement of own performance objectives.
    • Actively share information with other team members regarding successes, issues, trends and ideas.
    • Actively participate in own professional development and career path.


    Job Requirements

    • Grade 12
    • Relevant / appropriate tertiary degree / diploma (sales, marketing, or commerce)
    • NQF Level 5 insurance qualification (or close to completion)
    • Valid driver’s license
    • 3 years underwriting experience
    • Minimum of 5 years insurance sales/marketing experience, but 5 - 7 years preferable
    • Ability to handle large size and complex accounts
    • Ability to develop and maintain strategic business partnerships with high value broker segments
    • Ability to present business propositions to senior stakeholders
    • Computer literate
       

    go to method of application »

    Negotiator: Recoveries

    Detailed Description

    • Answer telephone and email queries from the brokers, based on updated logs
    • Update e-log notes
    • Prepare payments file on successful recovery
    • Finalise claim as per RECOVERIES standard – Update log – Update broker – Finalise on BPM and financial system
    • Collaborate and work closely together with others thereby leveraging constructive team dynamics and innovation
    • Be aware of capacity building initiatives (i.e. development programmes, training, mentorship, coaching etc.)
    • Align own behaviour with the organisation culture and values
    • Achieve own performance objectives
    • Actively participate in own professional development and career path.
    • Proactively ensure use of time, of resources, money, materials or equipment is in line with policies and procedures
    • 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 customer satisfaction and report to the relevant party

    Job Requirements

    • Matric
    • Appropriate Insurance Qualification
    • 3 years’ relevant Short Term Insurance Motor Recovery Claims experience
    • Minimum period required to perform productivity in this job: 1 Month

    go to method of application »

    Portfolio Manager

    Detailed Description

    • To effectively drive and deliver on the segmented model portfolio thus ensuring performance targets are achieved in line with the Old Mutual Insure business strategy.
    • Develop optimum relationships with intermediaries and internal role players.
    • Ensure continuous strategic and business alignment between intermediary and Old Mutual Insure.
    • Manage allocated portfolio wrt growth, retention, profitability and any other business relevant factors.
    • Ensure positive relationships are built and maintained and excellent customer service is provided to various role players (internal and external).
    • Ensure relevant feedback, information and reports are prepared, submitted and presented to various stakeholders on all aspects of growth and profitability.
    • Deliver optimal customer experience, quality of service and achievement of personal targets.
    • Identify and develop sales opportunities.
    • Ensure a consistent and detailed understanding of the sales targets, goals, performance levels, products, business rules and conditions.
    • Identify and drive the cost to serve model with relevance to allocated broker segment.
    • Identify and drive opportunities to improve and enhance product and service offerings.
    • Ensure a consistent detailed understanding amongst brokers of their growth targets, goals, performance levels and available products.
    • Resolve customer complaints and queries where necessary.
    • Keep abreast of market conditions and trends and relevant industry regulations.
    • Management of main critical focus areas on balance sheet.
    • Display and deeper understanding of and ability to market effectively all aspects of the business, including UMAs, and Specialist Insurance.
    • Optimal use of business tools, such as SFA, BI, CRM on demand to drive relevant business imperatives.
    • Control DMA within portfolio.
    • Drive increased utilisation of mf online and any other self-service platforms.
    • Effective participation in any relevant industry related functions or forums.
       

    Job Requirements

    • Grade 12
    • NQF Level 4 insurance qualification would be advantageous
    • Valid driver’s license
    • 2 - 3 years commercial underwriting experience
    • Minimum of 2 years insurance sales/marketing experience, but 3 – 5 years preferable
    • Ability to handle large size and complex accounts
    • Computer literate

    Method of Application

    Use the link(s) below to apply on company website.

     

  • Send your application

Never miss a job with our real-time & personalized push notification
Subscribe Now
Back To Home

Career Advice

View All Career Advice

Subscribe to Job Alert

 

Join over 1K happy subscribers

 
 
 
Send your application through

Yahoomail Gmail Hotmail