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.
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Job Description
- The incumbent is required to consult and make recommendations for continuous improvement to business development and onboarding learning solutions, so they are relevant, and is individually accountable for achieving results through own efforts.
- The incumbent is required to consult and make recommendations for continuous improvement to business development and onboarding learning solutions, so they are relevant, and is individually accountable for achieving results through own efforts.
- The essential skills required for the role is communication (written and verbal), interpersonal, project management, creativity, collaborative, consulting, critical thinking, decision-making, cultural awareness & inclusion, learning design and facilitation.
- The desirable skills is emotional intelligence, tech-savviness and business partnering.
Key Responsibilities
- Consults with stakeholders to determine learning needs and appropriate methodologies for learning solutions
- Actively demonstrate the importance of collaboration by working closely with all stakeholders to determine and achieve learning objectives
- Plan and track progress of assigned learning solution deliverables against strategic objectives whilst challenging and providing direction
- Co-design and implement the change management plans that support the learning culture
- Delivers relevant and insightful information to stakeholders through reporting
- Evaluate the impact and outcomes of the assigned learning solutions by measuring and monitoring the effectiveness as well as efficiency
Operational
- Conduct needs analyses and design learning frameworks and solutions that address business, performance and learning outcomes
- Design and deliver a complete learning experience that supports the transfer of learning in the workplace for onboarding and business development
- Develops and delivers online and/or workplace learning solutions that are linked to business projects
- Facilitates virtual and/or face-to-face classroom learning that is linked to onboarding learning programmes
Risk Management
- Maintain the governance, disciplines and controls associated to onboarding and business development learning
- Apply the Quality Management process to the design and delivery of assigned learning solutions
- Ensure that all learning designed and/ or delivered comply with regulatory or business requirements
Learning & Talent Development capability
- Contribute to the building of the instructional design, training delivery & facilitation and evaluating impact capabilities.
Qualifications / Experience Required
- Relevant Business qualification or HR or L&D tertiary qualification (Min. NQF 5)
- 3+ years of relevant experience in a L&D role(s) responsible for the design and/or delivery (facilitation) and evaluation of learning solutions for either business projects or programmes
- Knowledge of L&D practices, principles, methodologies and techniques used preferably in Financial Services
- Experience working with key stakeholders on projects linked to either learning programmes and/or business changes
Closing Date
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Job Description
- Responsible for risk evaluation, pricing and selection / rejection of renewal business for all assigned accounts within the portfolio. Research problems and take initiative in recommending solutions for customer and financial issues that will enable the organisation to profitably accept the risk that our policies cover.
- Responsible for risk evaluation, pricing and selection / rejection of new and renewal business for all assigned accounts within the portfolio.
- Perform risk and contract evaluation on renewal business using rating guidelines, industry and occupational classifications, financial statements, manual rating, experience information (e.g. premium, claims, reserves, rate history and average exposure) for all assigned accounts.
- Determine required premium level based on experience and manual rates, plan design, services, and competitive information in accordance with organisational guidelines.
- Demonstrate a high degree of knowledge regarding underwriting quantitative and qualitative tools and communicate the outcomes clearly to Sales and Claims functions.
- Research all problems and risk related issues by using initiative in problem solving that involves management in decision making as necessary.
- Responsible for monitoring profitability as measured by loss ratio improvement.
- Complete semi-annual and ad hoc profitability analysis for all assigned cases and provide summary of analysis to management and Sales. Analysis to include but not limited to action plans for moving accounts to profitability and complete assessment of claim trends and services. Analyse all necessary historical account information.
- Determine renewal terms including required premium level and policy plan change recommendations and deliver complete renewal package to Sales according to organisational department guidelines. Accountable for the accuracy and completeness of all renewal data.
- Negotiate all subsequent appeals with Sales regarding premium levels and policy plan provisions and involve appropriate people in decision making and negotiating as necessary.
- Participate in interdepartmental discussions between Sales, Claims and Underwriting on renewal business issues and make recommendations regarding policy plan provisions and claims and administrative procedures. Communicate recommendations to Sales for delivery to customer.
- Review all customer and Sales requests for policy and plan changes. Determine contract and pricing changes necessary according to underwriting guidelines and use independent judgment. Negotiate with Sales subsequent appeals and manage changes according to organisational procedures.
Closing Date
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Role Overview
Job Description
An exciting opportunity exists within the Corporate Actuarial team to consolidate the financial and business reporting for the Corporate Segment. This role offers exposure to an interesting combination of technical and business issues. It also provides the opportunity to obtain insights into the reporting dynamics of a range of products, including annuities, investments and group protection offerings, and how these will be impacted by changing regimes, in particular IFRS17.
The successful candidate will assist the business in consolidating financial results. The individual will work closely with the various Corporate Segment product valuation and accounting teams to ensure all reporting requirements are well understood and deliveries met. The role therefore requires a technically sound individual with strong Excel skills, who is able to collaborate effectively with various teams. As reporting is required to meet the needs of various stakeholders, there will be a strong focus on ensuring processes are robust, efficient and fit for purpose. The role may also require participation in various projects, which will present opportunities to develop further insights and influence reporting within and across the various teams.
Key Result Areas
- Consolidating financial, business, management reporting: Consolidate quarterly IFRS profits and MCEV.
- Monthly financial reporting: Calculate and perform checks on monthly IFRS profit and VNB estimates.
- Regulatory reporting: Assist with regulatory reporting requirements including annual returns.
- Process efficiency and automation: Ensure processes are efficient, robust, fit for purpose and well documented. Ensure the control environment is adequate and effective.
- Ad-hoc projects: Support the delivery of relevant projects objectives, as and when these arise.
Requirements: Skills, Qualifications and Experience required
- Actuarial student with 9 exam credits.
- At least 2 years actuarial experience.
- Strong technical skills and attention to detail.
- Ability to manage deliveries within agreed timelines.
- Proficient in Microsoft Excel.
- Ability to collaborate effectively with others.
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Job Description
To effectively oversee the management in the Elite High Networth Claims and ensure the containment of spend, oversee strategic initiatives, claims and risk strategies, effectively manage the use of the MIS to facilitate evidence based decision-making and provide excellent service in setting a culture of best practice within mandated responsibility.
Plan for, implement and manage the Claims Strategic Plan within designated area
- Monitor, track and update the claims division strategy to ensure execution and delivery.
- Oversee the delivery of the strategic projects and savings
- Design, manage and implement a Claims risk Strategy. Perform risk identification and risk evaluation/ assessment activity on risks at strategic, operational and process level.
- Review claims best practice across all areas by doing the necessary industry research.
- Oversee monitor and track all issues arising from Internal and External Audits to ensure all management actions are implemented.
- Ensure complete and accurate management information is provided to all key Claims stakeholders and adequate monitoring mechanisms are designed/implemented to ensure timeous action is taken.
- Provide the relevant MIS for the claims division weekly, monthly and quarterly as required.
- Conduct proactive MIS analysis to identify trends, concerns and issues. Ensure that all information needs are determined, and enhancements are implemented to align with strategic objectives.
- Oversee the claims division communication internally and externally
- Oversee and Monitor Claims complaints, client and broker surveys
- Review/produce MIS reports
- Weekly meetings to review Team performance
- Provide and review progress on goals
- Communicate and revisit performance expectations
- Coach and Mentor TLs
- Ensure high motivation levels in the team
- Ensuring proper workforce management is done by TLs/ One on ones with TLs on regular intervals/Escalation resolution on employee
- Ensure Performance Driven culture in the team
- Ensure proactive knowledge management within the team
- Ensure right behaviour by the individual team members
- Ensure SLA & Process awareness among staff
- Providing support to the relevant stakeholders (Re-insurance, Portfolio Management, Corporate Finance, PSS, etc.)
- Daily, Weekly and Monthly Meetings
- Onboarding new Claims Binder Holders
Best-practice Service Delivery
- Actively implement and monitor service practices to determine the status of customer service and relations
- Proactively identify and implement changes required in customer service and relations
- Develop customer solutions (process, product, systems) to address changing service requirements, implement customer centric strategies and ensure customer satisfaction
- Manage effective SLAs with internal and external stakeholders.
- Provide professional services; where expectations are managed.
Continuous improvement to ensure optimization and best practice
- Keep up to date with Best Operating Practice
- Identify, prioritise, develop business cases for, present and execute Best Operating Practices
- Create collaborative relationships with other departments to determine internal and external process improvements designed to enhance the customer experience and value
- Optimise departmental performance through targeted business intelligence to ensure that it becomes the primary way of driving performance and execution
- Evaluate and implement new systems and best operating practices
- Streamline and integrate existing business processes and systems
Best-practice people practices
- Demonstrate direct leadership – be on the “office floor” frequently enough for personal contact to be real and significant, and to provide a role model to Levels 2 and 1
- Empower Level 2 emerging leaders and specialists to achieve technical excellence and innovation
- Define and benchmark competitive performance measures
- Create an aligned balanced scorecard of operational measures in order to optimally mange performance
- Ensure the department, section or specialist function is adequately resourced and has recruitment, retention and HR development plans in place
- Ensure that all the team members consistently discharge their duties.
- Implement and manage a People Capability plan that ensures that the department has the human resources and skills required to deliver on the strategy for the short-, medium- and long-term.
- Identify, attract, appoint, grow, engage, reward and retain top talent to drive operational execution.
- Manage poor performance constructively and decisively
- Demonstrate leadership behaviour of personal involvement, commitment and dedication to the business area in support of the organisation’s culture.
- Communicate a meaningful operational context to apply people best practice, fostering an environment of continuous learning and improvement.
- Identify, define, communicate and obtain buy-in for performance expectations through the implementation of the chosen OMInsure performance management system.
- Ensure mechanisms are implemented to support major changes to the function by acting as a change agent.
- Create a collaborative environment which allows for employees within a functional area to work together thereby leveraging constructive team dynamics and innovation
- Ensure the work environment enables employees to “live” the organisation culture and values.
- Actively participate in own professional development and career path.
Financial and corporate governance to ensure cost efficiency
- Contribute to the development and implementation of fit for purpose budgets.
- Budget by weighing up costs and risks pertaining to workforce, technology, materials and equipment used
- Effective budgetary compilation and control
- Manage vendor relationships, and budgets associated with projects
- Keep within budget constraints for an annual period, monitor planned vs. actual, and report on cost efficiency.
- Take accountability for the management of business-related risks within own area.
- Operate within agreed mandates as documented in the business rules.
Experience, Knowledge & Skills Required
- 5 years relevant experience of which at least
- 3 years should have been in a management capacity/ leadership role.
- Fellowship/Associateship with the IISA or FCIISA preferred
- Management qualification an advantage
Education
- Bachelors Degree (B): Insurance And Risk Management
Closing Date
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Job Description
To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. The incumbent is individually accountable for achieving results through own efforts.
The position is that of a Multi-Skilled Servicing Consultant whose primary role would be to interact telephonically and via e-mail with Members/Funds/Fund Trustees/Beneficiaries/Intermediaries by providing information, obtaining the required information to progress and process claims, assisting them on various products and adherence to procedural, productivity and quality standards, across many products and processes that of Old Mutual. The incumbent will be working in a technically advanced and evolving Call Centre.
- Initiates processes via mixed media (Email / In-Bound Calls)
- Deals with first line queries
- Deals with first line escalations
Job Requirements:
- Call Centre Experience
- Understanding & Knowledge of Pension and Provident Fund Industry
- Chorus (Advantageous)
- Compass (Advantageous)
- sClaims (Advantageous)
Closing Date
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Job Description
- This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.
- Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes.
- Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
- Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
- Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
- Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
- Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
- Maintains branch operations through effective expense and cost management in support of branch profitability.
- Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
- Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
- Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units.
- Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.
Closing Date
go to method of application »
Job Description
- This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.
- Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes.
- Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
- Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
- Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
- Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
- Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
- Maintains branch operations through effective expense and cost management in support of branch profitability.
- Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
- Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
- Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units.
- Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.
Skills
Education
Closing Date
Method of Application
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