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
This role assists clients telephonically or face to face, in accordance with business, process and compliance rules. The incumbent is individually accountable for achieving results through own efforts. Customer focused role.
- Provides telephonic and face-to-face service to customers.
- Adheres to service and quality standards.
- Adheres to business, process and compliance rules.
- Moderate to high level of technical knowledge.
- Multi skilled across product and process relevant to the business area.
Skills
Education
Closing Date
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Job Description
Role Overview
As an Assessor: Motor, you would be Responsible for Provide a Digital Assessment Function, focusing on Motor claims, The purpose of this position is to determine the quantum and merit of segmented motor claims by performing investigations, verifying the description of the event with the loss, negotiating with (client, intermediary, service providers) and settlement of claims within a delegated threshold and according to contract conditions.
Minimum Requirements
- Two years experience, automotive mechanic, automotive body repairer or automotive spray painter experience or Vehicle Damage Quantification Qualification (VDQ) with two years’ experience
- 5+ years motor assessing experience.
- Qualified automotive mechanic or automotive body repairer (advantageous)
- Audatex/Abuntex
- VDQ Certified min Practicing member
System Knowledge on the following:
- Online systems
- BPM
- TIA
- ICE
- Audatex / Abuntex
Skills
- Telephonic, negotiation and conflict handling skills
- Basic business ethics and financial principles related to claims
- Time management
- Change management
- Ability to work under pressure
- Ability to work in a Team or as an individual
Principle Accountabilities
- Assess damage against a provided or requested quotation
- Decide whether to replace, repair part or use CAP Parts when warranty has expired
- Negotiate telephonically with ABR using photographic evidence
- Generate claims report
- Communicate and negotiate with the client and/or intermediary
- Determine Retail value of vehicle and extra’s(specified) for settlement
- Authorise for repair or cash settlement
- Make notes on systems, process claims and upload documents
- Responsible for additional requests and to sign off the final quantum (FRC)
- Handle complaints, queries and interaction with clients, intermediaries, service providers, internal stakeholders relationship managers, claims committee and underwriters, within the agreed time frame
- Accountable to handle for the following claim types:
- Driveable non structural and major structural
- Non drivable claims
- Fast track
- Radio equipment and locks
- Accessories, tyres, rims
- Cosmetics
- Screening of merits
- And other claims/responsibilities as specified by your Team leader/Manager
Skills
Education
Closing Date
go to method of application »
Job Description
The purpose of this Role is to validate the quantum and merit of segmented motor claims actioned by motor assessors by performing investigations/Audit/moderate, verifying the description of the event with the loss, negotiating with (Insured, intermediary, service providers) and settlement of claims within a delegated threshold and according to SOP’s set out.
Qualification:
- Qualified automotive mechanic or automotive body repairer/spray painter/Mechanic (advantageous)
- Audatex/ Abuntex certification
- VDQ Certified min Practicing member
Experience:
- 5 + years Auto Body Repair (ABR) experience or relevant equivalent
- 5 + years assessing and or moderating experience.
- Must be computer literate
- Ability to work under pressure
- Good communication skills (verbal & written)
- Reasoning skills
- Good knowledge of motor industry environment and processes
- Leadership/supervisor experience.
Skills and Persona:
- Client-focused service orientation
- Obtaining and analyzing information
- Logical reasoning
- Learning orientation
- Relationship management
- Building rapport and empathy
- Self-management and initiative
- Self-assertiveness
- Integrity
- Verbal expression and questioning
- Written communication
- Computer skill
- Functional/technical knowledge
- Broad business knowledge
- Telephonic, negotiation and conflict handling skills
- Basic business ethics and financial principles related to claims
- Time management
- Change management
- Ability to work under pressure
- Ability to work in a Team or as an individual
- Strong approach for negotiation
Principle Accountabilities as indicated below but not limited to:
- Control teams repair cost within set target
- Ensure assessors SLA adherence of daily productivity, TAT and Inventory levels are met
- Coach and provide support
- Develop assessors
- Moderate assessments, additional FRC’s and queries within specified time
- Request Assistance from Operation Team Leader if required on a claim (e.g. if guidance/approvals are required)
- Ensure completeness and accuracy of information inserted by assessor
- Ensure SLA is adhered to with regards to rates
- Go through Abuntex graphics in a systematic way ensuring each items selected is needed
- opt for repair over replacement of parts where possible
- Coach assessor on any finding or changes made
- Ensure assessors complete accurate assessment upfront reducing additional variance
- Note all changes or notes on Audamail
- Attend to queries from all parties involved
- Liaise with client/broker whenever required to provide technical expertise
- Verification of all documents submitted by ABR’s
- Provide technical insights of all write off vehicles with relevant stakeholders
- Complete Merit investigations
- Completing digital assessments/higher quantum /complex claims
- Fulfill duties and functions set out by Team leaders/Management in accordance with business requirements
Skills
Education
Closing Date
24 October 2022
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Job Description
This role is accountable for defining the customer experience, the campaigns strategy including value analytics and leads generation; and implementing customer servicing strategies and requirement/models that align to the customer experience. The incumbent is accountable for achieving results through a small team over periods of up to 1 year.
Customer Experience And Strategies
- Defines the customer and service experience
- Develops new service models aligned to CVP's
- Manages the implementation of the service model into PF Operations
- Establishes processes, systems, and tools to gather customer experience data, complaints and service levels.
- Builds models and tools to understand track and integrate the customer lifecycle into campaigns and customer engagements.
Customer Data Analysis and Leads
- Manages the mining, sorting, and analyses of customer data to develop customer insights and leads.
- Manages the process of generating leads and ensuring leads are directed to the appropriate advice team.
- Analyses customer data to develop personalised view of customers and where they are in their lifecycle
- Integrates customer data into CVP's, marketing strategies, customer strategies, campaigns, and financial advice
Customer campaigns
- Develops customer campaign strategies based on their lifecycle and customer segment
- Manages the execution of customer campaigns
- Measure and report on the effectiveness of campaigns.
- Implement measures to improve the customer experience and service experience
Customer profitability
- Monitors customer profitability and implement interventions to improve profitability
Qualifications And Experience
- Degree in Finance, Statistics, Marketing, Economics or Actuarial science
- Post-graduate qualification advantageous
- 5 years of experience within the financial services industry
- Distribution channel experience advantageous
- Proven, relevant track record in customer experience, championing customer and campaigns
The appointment will be made from the designated group in line with the Employment Equity plan of Old Mutual South Africa and the specific business unit in question.
Skills
Education
Closing Date
28 October 2022
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Job Description
This role forms a business relationship and management link between OM MFC Franchises. This ensures the effective marketing and new business growth of Old Mutual products through the aforementioned Franchises. The incumbent is individually accountable for achieving results through their own efforts and expert knowledge in administration, product and resolution. Act in a consulting intermediary role with the franchise to ensure that the Franchise meets required targets.
This role forms a business relationship and management link between OM MFC Franchises. This ensures the effective marketing and new business growth of Old Mutual products through the aforementioned Franchises. The incumbent is individually accountable for achieving results through their own efforts and expert knowledge in administration, product and resolution. Act in a consulting intermediary role with the franchise to ensure that the Franchise meets required targets.
- Markets Old Mutual MFC services and products to the Franchise business.
- Markets Old Mutual/MFC value proposition
- Assist in developing and securing new business
- Increase Franchises effectiveness and maximizes business potential
- Identify, schedule, and facilitate ongoing and ad-hoc training of new and existing Franchise Agents and Franchise principles.
- Builds and maintains relationships with Franchises
- Facilitate all Agent and Franchise Principle on-boarding (incl. pre-vetting)
- Ensuring compliance is met in line with the regulatory governance
- Provide admin support to the FP’s
- Download Commission and pay slips
- Statements for FP’s and FA’s
- Distribute accreditation letters after completion of training
Key result areas and work descriptors:
Marketing
- Motivate, encourage, and guide Franchises to effectively drive Old Mutual MFC products and services, through the constant provision of reports available to them.
- Assist in identifying and closing opportunities for Franchises where possible with marketing presentations and general assistance.
- Continuously communicate Old Mutual’ s value proposition to Franchise stakeholders.
- Communicate and provide continuous upskilling of OM tools, processes, products and services ensuring Franchises effectiveness.
Personal Effectiveness
- Accepts and lives the company values
- Accountable for service delivery through own efforts
- To provide value as a business partner through continual professional development to enable the provision of quality business management support to Franchise.
- Collaborates effectively with others to achieve personal results
- Individually accountable for managing own time, tasks and output quality over periods of 1 day to a maximum of three months.
- Makes increased contributions by broadening individual skills.
Relationship Building
- Builds and manages valued and trusted partner relationships with Franchise through effective customer profiling and ongoing communication and interaction to ensure Franchise needs are met.
- Builds relationships with Franchises.
- Assists Franchise growth and market development through ongoing recruitment of new Franchise’s and Agents in line with set targets and protocols
- Trains and upskills new and existing Franchise agents with regards to OM products and industry and/or legislative changes.
Skills
Education
Closing Date
go to method of application »
Job Description
This role is responsible for interpreting VAT legislation and providing relevant VAT advice to all business units in the Old Mutual Group including minimizing tax risks and ensuring compliance advising on Value Added Tax (VAT). The incumbent is accountable for achieving results through own efforts and/or through managing a small team.
Key Result Areas
Tax/VAT Management and Reporting
- Assessment of VAT process, disclosure, reporting and financial impacts because of changes to VAT legislation, SARS Practice, SARS rulings, VAT case law, or Business structural changes
- Assist with establishing best practice protocols/processes for quarterly, interim and year end reporting, forecasting and business planning processes for VAT compliance and reporting
- Assist with reviewing of indirect tax disclosure in the Integrated report and Annual Financial Statements, to the extent relevant
- Assist with monitoring and assessing key controls over VAT processes (including identification of opportunities to improve processes), the identification and documentation of VAT risks on the CURA system as well as actions to remedy and the documentation/tracking of progress to remedy, and regular VAT ‘health’ checks to ensure policies/protocols are implemented as anticipated and the reporting and tracking of VAT savings identified by Segment
- Assist with the review of more complex VAT Submissions, as and when required
- Responsible for and assist with effective and timely management of dispute resolution with SARS, requests for directives/rulings, voluntary disclosure to SARS and other liaison with SARS as and when required
- Develop and produce VAT analytic reports. Identify variances, anomalies and investigate where required
- Responsible for VAT apportionment methodology, improvement, implementation, monitoring, review and compliance in the Old Mutual group
- Advise on tax setup in Oracle/ other systems, execute testing and validation, and ensuring timeous system updates
Governance and Compliance
- Assist with the development and implementation of Group Tax Policy and codes of best practice across the business Segments
- Ensures business compliance with all aspects of VAT compliance and various legislations whilst regularly monitoring
- Sound Product, business process and internal systems VAT-related knowledge
- Assist with and responsible for compiling VAT process and compliance guidelines and quality standards and driving compliance throughout the business segments
- Responsible for identifying Operational Tax Risks and providing input into and maintaining Tax Risk Logs, dashboards and developing risk mitigation strategies
- Assist Group Head of Indirect Tax (VAT) as representative on Industry bodies, Tax Workgroups and
- Committees (e.g., ASISA, SASTIA, SAICA, SAIT and/or other Internal Tax Forums, Risk Committees and Project Boards)
- Manage complex VAT related tasks and engage with multiple teams from a tax and project perspective
- Monitor VAT compliance obligations of group entities and complete monthly VAT Dashboard
Building Relationships
- Effective Cross-Functional and Segment collaboration through strong relationships
- Strong relationships with SARS in the VAT enforcement/Audit space and with SARS VAT Specialists
- Mutually beneficial relationships with industry members on industry related tax compliance workgroups and sub-committees
Tax Advice
- Strong subject matter expertise to enable well considered, balanced VAT advice to Business Segments throughout the Group, within risk appetite set by the Board
- Assist with the supervision and review of preparation of VAT Returns, motivations to support applications for VAT Rulings to SARS and strong grounds for objections/voluntary disclosure/waiver of penalties and interest to SARS
- Assist with the provision of advice and recommendations to Business on the implementation of new VAT processes and controls, impact on new products, admin platforms and systems
- May prepare or assist with the preparation of Voluntary Disclosure Submissions and penalty remissions letters to SARS
- Actively seeks and identifies tax savings opportunities or risk mitigation strategies for the Group
- Support to Business with addressing customer tax-related queries of a legislative nature, escalated by Client Service Areas, the internal or external ombudsman, or sales advisor and brokers
- Responsible for monitoring, assessing and advising on changes to VAT legislation.
- Provide input into Tax Technical meetings, National Treasury (Legislative amendments) and other Tax related bodies
Personal/Management Effectiveness
- Accountable for high quality service delivery through individual effort and/or through small team of VAT compliance/advisory specialists
- Able to collaborate with management and teams effectively across functional disciplines and segments of the business
- Ability to be adaptable and cope with a dynamic environment
- Ability to demonstrate reliability, integrity and professionalism
- Ability to maintain confidentiality of all information, both from internal and external sources
- Demonstrative ability to be a self-starter and able to execute effectively
- Deep subject matter expertise (VAT), particularly in the Financial Services industry (specifically, strong knowledge of VAT apportionment methods)
- Excellent verbal and written communication skills
- The ability to perform and lead under pressure
- The ability to interact and work with diverse teams
- Strong forward-thinking and analytical skills, pragmatic and numerate
- Logical thought processes and critical thinking skills resulting in sound judgment at an enterprise level
- Problem-solving, solutions-orientated, independent decision-making ability
- Required to play mentor role to junior team members and tax administrators in the Old Mutual group
- Accepts and lives the company values
Minimum requirements for the role:
- Qualified Chartered Accountant, an advantage or B.com with articles/traineeship and/or VAT qualification
- A minimum of 5 to 8 year’s VAT experience in a financial services/ insurance environment (insurers and/or banks)
- Extensive VAT accounting, VAT compliance and VAT advisory experience in a large group and/or professional services firm
- Ability to lead the team whilst communicating its tax contribution in a transparent manner.
- Previous exposure in dealing with challenging blend of strategic input and governance, technical comprehension and relationship building, while leading with influence and executing conscientiously.
- VAT/Tax risk management, monitoring and oversight experience
- Strong knowledge of financial services industry and relationships with key stakeholders (e.g.,
- SARS, National Treasury, etc.) in general
Method of Application
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