Job Openings at Old Mutual South Africa

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
   

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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 »

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