Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Read more about this company
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.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Role
- 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.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Role
- 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.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Role
- 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.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Role
- 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.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- The incumbent will form part of the Liability Driven Investment’s (LDI’s) Actuarial, Risk and Quants Team (ARQ).
- LDI has identified a need for a quantitative developer to assist the business with supporting LDI’s technology stack.
- The ideal candidate is passionate about technology, data, and problem-solving within the context of an investment team.
- This role will involve developing and maintaining software applications, processing and analyzing data, and supporting our data infrastructure while collaborating with various stakeholders in the business.
- The incumbent will need to buy into the LDI culture of inclusiveness, open knowledge-sharing and collaboration.
- Furthermore, the incumbent should have a working knowledge of investments, and understand key concepts such as present values, yield curves and forward rates.
What You’ll Be Trusted With
- Develop, test, and maintain software applications and data pipelines.
- Support Quantitative Analysts and Portfolio Managers to develop, test and maintain Business Intelligence and Quantitative models
- Assist in designing and implementing scalable data solutions.
- Work with databases and ensure efficient data storage and retrieval.
- Write clean, efficient, and well-documented code.
- Collaborate with stakeholders to understand requirements.
- Monitor and troubleshoot data processing issues and ensure data accuracy.
- Stay up to date with industry trends and emerging technologies.
- Assist in the running of benchmark, valuation and optimisation models.
- Collaborate within the team to research new and/or alternative quantitative techniques in LDI-style investing
Who You Are
- Bachelor's degree in Computer Science, Information Technology, Data Science, or a related field.
- Enthusiasm for professional development, including completion of a formal learnership, as a valued component of the Investment Analyst Programme
- Proficiency in at least one programming language (preferably C#)
- Experience with relational databases (MSSQL).
- Working knowledge of investments, and understand key concepts such as present values, yield curves and forward rates.
- Strong mathematical skills
You may also bring:
- Familiarity with reporting tools such as SSRS and PowerBI would be beneficial.
- Familiarity with APIs would be beneficial.
- Familiarity with DevOps related concepts such as build pipelines and release pipelines would be beneficial.
The Strengths You’ll Bring
- Strong analytical skills and attention to detail
- Problem solving and innovation
- Self-motivated and can use initiative
- Strong work ethic and deadline driven
- Team culture of collaborating and willingness to work with others.
- A passion for investment markets
Let’s Succeed Together
- At OMIG, how you work matters just as much as what you do. Our culture celebrates openness, accountability, and innovation – because that’s how we shape a bold future and wow our clients.
- If you're ready to grow, lead, and make a meaningful impact, we look forward to meeting you.
Skills
- Action Planning, Analytics Software, Budget Management, Business Intelligence (BI) Analysis, Computer Literacy, Data Analysis, Data Compilation, Data Controls, Data Interpretations, Data Modeling, Evaluating Information, Numerical Aptitude, Report Review, Solution Analysis, Statistical Analysis Techniques
Competencies
- Business Insight
- Cultivates Innovation
- Manages Complexity
- Optimizes Work Processes
- Situational Adaptability
- Strategic Mindset
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Minimum Requirements
- Grade12 (Matric)
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- The key focus of this role is to generate qualified leads for the Financial Advisors.
- The incumbent is accountable for achieving results through own efforts.
- Responsible for sourcing new business.
- Determines the customers needs and interests
- Markets Old Mutual advice value proposition.
- Works with leads that are generated from the Orphan and Central pool.
- Maintains Old Mutuals relationships with existing orphan customers through telephonic service.
- Suggests the next logical step in the sales cycle to the customer and passes the lead through to the Financial Advisor.
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Role
- 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.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Role
- 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.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
Skills and knowledge required:
- Degree in Actuarial Science or similar
- A Postgraduate qualification in Business will be an advantage
- Previous experience in a Reinsurance role (7 – 10 years)
- The ability to lead a team of specialists and handle complex data
The Recruitment Process:
- TA Interview: This will be a discussion with a member of the Talent Acquisition Team to give you an understanding of our business, our culture & values and more context on the role. It will also allow us the opportunity to get to know you more and ensure OMI can meet your career aspirations.
- Panel Interview: This will be with 2 members of the Senior Leadership of the Hiring Team and 1 member of the HC Leadership Team.
- Technical & Psychometric Assessments: These will depend on the role and will sometimes happen concurrently with Vetting through an external service provider & Internal Verification.
- Final Feedback.
- This role will manage a line of business with a team of general insurance actuaries.
- The successful candidate will also conduct research and recommend policies to assist with the Old Mutual Insure's financial structure, complete financial projections and perform actuarial analysis. The function will also advice and provide input to others in particularly complex situations.
- At the core of this role, one will be expected to build and maintain reinsurer & reinsurance broker relationships as well as focus on engagements with high level stakeholders.
Responsibilities
- Actuarial Analysis, Assumptions and Insights
- Lead the creation and quality assurance of actuarial analyses, assumption setting, insights, and management reports, providing guidance to others in highly complex or ambiguous situations to support business decision-making and/or business performance evaluation.
- Lead the performance and integration of highly sophisticated analytics to promote understanding of different business areas or critical business challenges/opportunities.
Actuarial Model Creation and Maintenance
- Lead the development and maintenance of actuarial models for a significant line of business, market segment, or local legal entity, ensuring full integration with broader business models to enable actuarial analysis, financial reporting, and regulatory compliance.
Actuarial Product Development & Management
- Develop proposals for significant or complex new products and for the improvement and management of existing products that create competitive advantage, that are viable in relation to the organization's risk appetite and financial objectives, and that meet regulatory requirements.
Actuarial Financial Reporting
- Lead the production and integration of statutory and non-statutory actuarial financial information, reports, and other disclosures relating to a significant line of business or market segment.
Leadership and Direction
- Communicate the function's strategy and its relationship to the organization's mission, vision, and values; clarify the actions needed to implement this strategy within the area of responsibility; motivate people to commit to the mission, vision, and values and do extraordinary things to achieve the organization's business goals.
Performance Management
- Manage and report on the performance of the function/business area; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
Compliance
- Ensure that business activities within the area of responsibility comply with relevant external regulatory and/or voluntary codes and with internal policies and procedures to minimize business risk and to protect the reputation of the organization.
Organizational Risk Management
- Manage a significant portion of the organization's risk, financial management and/or control process.
Organizational Capability Building
- Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.
Functional Strategy Formation & Planning
- Lead the development and implementation of strategy for a significant area of responsibility, anticipating complex issues, challenges, and opportunities, and ensuring integration with wider corporate strategy.
- Develop and propose annual business plans for a given area or department, ensuring alignment with strategy. Take responsibility for setting and managing area budgets so they align with organizational strategy.
Skills
- Action Planning, Adaptive Thinking, Agile Project Management, Business, Business Objectives, Commercial Acumen, Data Compilation, Data Controls, Executing Plans, Financial Acumen, Identifying Customer Needs, Information Management, Insurance Product Management, Insurance Sales, Leadership, Legal Practices, Negotiation, People Management, Policies & Procedures, Risk Management, Strategic Planning, Workflow Management
Competencies
- Attracts Top Talent
- Balances Stakeholders
- Builds Effective Teams
- Builds Networks
- Business Insight
- Communicates Effectively
- Decision Quality
- Ensures Accountability
Education
Closing Date
go to method of application »
Job Description
- To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.
Responsibilities
Product/Service Information
- Provide advanced product/service information.
Customer Order Processing
- Record and process customer orders, selecting the most appropriate approach based on predefined options.
Resolving Customer Issues
- Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Customer Relationship Management (CRM) Data
- Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Skills
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
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.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
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.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Skills
- Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
go to method of application »
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.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company.
- Provide quality direct sales service that results in the production of business from new and existing sources.
- Identify and execute on innovative methods to build own insurance portfolio.
- Prospect for new clients through networking, cold-calling and door to door canvassing.
- Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
- Conduct a comprehensive risk evaluation for the client.
- Provide solutions to clients by selling non-life products aligned to their needs.
- Continuously build client base to secure future portfolio growth.
- Identify and action on cross & up selling opportunities across all products.
- Sell according to agreed targets for the day, week and month.
- Maintain minimum agreed quote volumes.
- Maintain a minimum agreed quote to sales ratio.
- Maintain an agreed NTU – and Cancellation ratio.
- Perform after sales service tasks according to allocated portfolio of customers.
- Monitor and resolve escalated client queries and complaints timeously.
- Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
- Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
- Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
- Manage time and workloads to ensure that deadlines and targets are met.
Quality service delivery
- Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
- Proactively suggest improvements in service and relations where applicable.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.
Cost control and governance adherence
- Proactively ensure the use of time, resources, money, materials or equipment is in line with organizational policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
Quality people practices
- Align own behavior with the organization’s culture and values.
- Share and transfer product, process and systems knowledge to colleagues and team members.
- Collaborate and work with the OMI team to deliver required service levels.
- Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.
- Ensure achievement of own performance objectives.
- Actively participate in own professional development and career path.
Minimum Requirements
- FAIS Compliant in Non-life Commercial product category.
- A Valid Driver’s License with own reliable transport required for the role
Skills
Competencies
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Plans and Aligns
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- 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.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
- Education
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
Purpose:
- To lead a dynamic insurance broker servicing team, within a contact centre environment, with integrity and a focus on championing the customer.
- The role ensures the delivery of client-centric solutions, fosters strong stakeholder relationships, and empowers team members to perform at their best.
- It champions a culture of accountability, continuous learning, and innovation, while aligning daily operations with strategic business goals and targets.
Responsibilities:
Operational Oversight & Service Excellence
- Oversee daily contact centre operations, ensuring smooth handling of requests, item quotations, and policy servicing.
- Ensure all client interactions meet quality standards and regulatory requirements.
- Analyse, report on and manage key contact centre metrics such as daily service level targets, turnaround times and adherence to service protocols.
- Identify and implement process improvements to enhance operational efficiency and broker experience.
Team Leadership & Performance Management
- Lead a team of insurance service consultants to maintain and grow the business and ensure consistent service delivery in line with set performance targets.
- Monitor and review team performance against defined servicing targets aligned with business objectives.
- Conduct regular performance reviews, coaching sessions, and feedback discussions to drive continuous improvement and accountability.
- Foster a high-performance culture that emphasizes service, business growth, compliance, and ethical practices.
- Identify cross and ups selling opportunities across all products and lead the team to deliver on the identified opportunities.
Stakeholder Engagement & Relationship Management
- Serve as a key escalation point for broker-related queries, ensuring timely and effective resolution.
- Build and maintain strong, professional relationships with stakeholders to support policy retention and business growth.
- Actively engage with stakeholders to gather feedback, identify service gaps, and recommend improvements.
Communication & Collaboration
- Facilitate regular team meetings to share updates, align on objectives, and encourage open communication.
- Collaborate with internal departments (e.g., distribution, claims, compliance) to resolve issues and streamline processes.
- Promote a culture of knowledge sharing, transparency, and mutual support within the team.
Talent Development & Workforce Planning
- Identify training needs and coordinate development initiatives to enhance team capabilities in servicing, product knowledge, and broker engagement.
- Support recruitment and onboarding of new team members in line with company values and Employment Equity principles.
- Drive a culture of continuous learning, professional growth, and team cohesion.
- Forecast staffing needs. Manage workforce and leave planning to ensure service continuity.
Strategic Contribution & Innovation
- Provide insights and recommendations to improve servicing effectiveness.
- Contribute to strategic initiatives and projects aimed at enhancing the broker channel and overall business performance.
- Encourage innovation and proactive problem-solving within the team.
Quality people practices
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process, and systems knowledge to colleagues.
- 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.
- Actively promote a culture of learning and high-performance culture amongst team members.
Experience: [ Knowledge & skills required]:
- Matric and/ or equivalent
- Diploma and/or equivalent NQF Level 6 qualification in general insurance.
- Relevant insurance related qualifications.
- 5 - 7 years’ experience in personal lines insurance.
- 2 – 3 years’ experience leading a Call Centre team.
- 2 - 3 years’ experience in managing an insurance servicing team
Competencies:
- Customer: Putting the customer at the heart of business decisions and driving to improve value for customers
- Collaboration: Creates trust, respect and builds meaningful relationships. Able to manage a wide range of relational challenges to ensure collaboration across boundaries.
- Leading with Influence: Influences and rallies people behind common goals; actively supports growth and inspires others to exceed expectations. Communicates clear strategies and objectives for own function.
- Innovation: Generates creative/out of the box solutions. Challenges the status quo and/or demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Willing to take calculated risks when introducing novel ideas.
- Personal Mastery: Learns and actively works to build self-awareness; develop through experience and feedback from others. Copes effectively with stress and has the resilience to take on stretching and challenging assignments. Adjusts effectively to work within new work structures; processes; requirements and cultures.
- Executing: Displays consistent energy, drive, and perseverance to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.
Skills
- Backlog Management, Building Trust, Client Management, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Understanding, Executing Plans, Oral Communications, Policies & Procedures, Sales Software, Strengthening Customer Relationships
Competencies
- Action Oriented
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Interpersonal Savvy
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
Responsibilities
Leadership and Direction
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations.
- Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Promoting Customer Focus
- Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
Key Account Management
- Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures.
- Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
Customer Relationship Development / Prospecting
- Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships.
- Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
Budgeting
- Track budgets and report variances to more senior colleagues.
- Organizational Capability Building
- Provide coaching to team members to develop their skills.
Skills
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Closing Date
go to method of application »
Job Description
- Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
Responsibilities
Leadership and Direction
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations.
- Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Promoting Customer Focus
- Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
Key Account Management
- Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures.
- Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
Customer Relationship Development / Prospecting
- Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships.
- Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
Budgeting
- Track budgets and report variances to more senior colleagues.
- Organizational Capability Building
- Provide coaching to team members to develop their skills.
Skills
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Closing Date
go to method of application »
Job Description
- Under general direction, assess complex situations that involve greatest risk. Within company guidelines, approve or deny applications in consultation with Senior Underwriter.
- Select and accept major risks on behalf of the company, evaluating proposals/limits rather than mechanistic assessment. May supervise underwriting assistants.
- Select and accept major risks on behalf of the company, evaluating limits
- Preparation of quotations in response to proposals received for credit insurance cover
- Issuing of policy documents in respect of accepted quotations.
- Endorsements issued according to user guide/ISO procedure manual
- Reviewing of existing policies on a regular basis and to assess credit risks.
- Issue limits in accordance with user guide/ISO procedure manual Ensuring smooth administration.
- Within set time limits, attend to emails and telephone calls received from branches, policyholders, brokers and other parties
- Complete reviews in accordance with user guide/ISO procedure manual Continuous improvement to ensure effective service
- Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
- Ensure adherence to organisational policies, practices and procedures
- Identify solutions to enhance cost effectiveness and increase operational efficiency Service delivery to ensure customer satisfaction
- Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- 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.
- Cost control and governance adherence 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
Quality people practices
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- 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.
- Actively promote a culture of learning and high performance culture amongst team members
Experience Knowledge Skills Required
- Applicants must have Matric
- Must have a tertiary qualification in Commerce (NQF Level 6-7 or equivalent) or studying towards a Commercial Degree in Finance
- Applicants must have passed the relevant Underwriter Technical Test
- Minimum of 2 years proven excellent client service
- Proficiency in Excel
- Applicants must have a valid Code 8 Drivers License
- The successful applicant should be able to manage a large workload and deliver within the time restraints
- Good communication skills are essential
Skills
- Action Planning, Compliance Software, Computer Literacy, Crisis Management, Data Compilation, Data Controls, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Regulatory Compliance Management, Risk Management, Underwriting Management
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
DESCRIBE THE JOB PROFILE SUMMARY OR PURPOSE OF THE REQUESTED JOB
Job Profile Summary
- The Enterprise Content & Correspondence Management (ECCM) Platform Owner is a technical expert in all platforms used in the ECCM team.
- This role is responsible for the technical performance and evolution of all ECCM platforms; ensuring the integrity, consistency and resilience of platform features and functions across geographies; as well as managing the backlog of defects, gaps and design features (including technical debt items) to ensure availability, reliability and performance to enable high quality service across Old Mutual.
- The incumbent will be individually accountable for achieving results through own team and by collaborating with others within the Organisation 1- 2 years.
DESCRIBE THE MAIN ACTIVITIES OF THE JOB (DESCRIPTION)
- ECCM platform management – Manage the end-to-end lifecycle of ECCM platforms, including ongoing improvement and operation of systems, as well as building skills and competencies across Old Mutual.
- Design governance – Preside over design configuration decisions to ensure a seamless user experience that aligns with Old Mutual’s platform design strategy. This includes ensuring that the platform team is aligned with the design, business strategy, roadmap and platform governance policies.
- Strategy and demand management – Support in creating the overall roadmap and shaping demand for enterprise platform consumption. Manage day-to-day demand, enhance initial demand requests and own the demand assessment process for ECCM platforms.
- Incident management – Ownership and oversight of all instances related to ECCM platforms, the core platform team and any escalations.
- Application/system support – Develop processes, guidance and tools that can effectively be used by the team and other stakeholders in the implementation of ECCM platforms.
- Agile software development frameworks and implementation – Demonstrate an understanding of Agile frameworks (e.g. Scrum, SAFe, LeSS) including their principles, roles, ceremonies and artifacts. Be able to articulate the differences and benefits of each framework and apply them to different project scenarios.
- Best practice and industry standards – Define and implement industry standards and guidelines throughout the development lifecycle. This includes driving technical excellence by ensuring best practices, code quality standards and the adoption of emerging technologies and methodologies, as well as ensuring process and data governance is adhered to and monitored.
- Project management and governance – Ensure adherence to project timelines, budgets and quality standards, as well as identifying and mitigating risks as needed. Manage technology budgets, resources and vendor relationships effectively
Leadership and mentorship
- Provide leadership, guidance and mentorship to various levels within teams.
- Guidance and Direction: Provides clear guidance and direction to team members, empowering them to achieve operational excellence standards while fostering a supportive and collaborative work environment.
- Performance Optimization: Cultivates a climate conducive to optimal performance by fostering open communication, providing constructive feedback, and recognizing and celebrating team achievements to motivate and inspire continuous improvement.
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
Qualification
- Bachelor’s Degree in Computer Science, Information Systems or a related field.
- Agile certification from a recognised institution is advantageous
Attributes
- Strong analytical skills
- Effective communication skills
- Organisation skills
- Critical thinking and Problem Solving skills
- Technical expertise
Experience
- 8 years of experience in managing technology development, implementation and ongoing improvement
- Experience with Agile methodologies, e.g. SAFe, Scrum, Less, etc.
ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)
- ECCM best practices and principles
- Information governance and management
- Metadata management and security principles
- Programming languages relevant to ECCM
- SDLC and processes
Competencies
- Business Insight
- Collaborates
- Courage
- Cultivates Innovation
- Decision Quality
- Drives Results
- Ensures Accountability
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
go to method of application »
MINIMUM
- Grade 12(Matric)
- Clear Criminal and Credit Record
- A valid Driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesize information
- Entrepreneurial mindset
- Sound business acumen
- GRIT, resilience and tenacity to stay the course.
- Sales orientation
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
Method of Application
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