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  • Posted: Jun 7, 2022
    Deadline: Not specified
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  • Old Mutual is an international investment, savings, insurance and banking group. For over 170 years we have been serving the growing insurance and investment needs of our customers, helping them achieve their lifetime financial goals.
    Read more about this company

     

    OMF Client Relations Consultant (OMF KRIEL MALL)

    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.

    Closing Date: 14th, June 2022

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    Receptionist

    Job Description

    • The Receptionist will greet, assist, and provide direction and information to clients, visitors, and other guests of Old Mutual.

    Minimum Requirements

    • Namibian citizen;
    • Grade 12 with a minimum of 25 points;
    • Minimum 3 years relevant experience;
    • Office Administration Diploma would be an advantage;
    • Computer literate and well versed in Microsoft suite;
    • Excellent command of the English language;
    • Excellent organizational and administration skills with attention to detail;
    • Excellent telephone demeanour, communication skills and customer service orientated;
    • Ability to prioritize and meet deadlines;
    • Ability to meet expectations in an independent and proactive manner;
    • Ability to make independent and correct decisions within mandate;
    • Strong knowledge and application of business administrative activities; and
    • Show a can-do attitude.

    Job Specification

    • Reception duties for the area assigned;
    • Handling of Switchboard (incoming & outgoing calls);
    • Greets clients, visitors, and guests; determines the purpose of each persons visit and directs or escorts him or her to the appropriate location;
    • Answers, screens, and directs phone calls to staff; takes messages and schedules appointments;
    • Receives mail, documents, packages, and courier deliveries and delivers or distributes items;
    • General office administration including managing queries and performs delegated tasks;
    • Maintaining confidentiality of information, general archiving and document management;
    • Maintaining office infrastructure;
    • Communicating with customers, group of companies / business units and vendors;
    • Maintaining professional internal and external relationships with employees and customers;
    • Performs basic filing and recordkeeping; 
    • Performs other duties.

    Closing Date: 8th, June 2022

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    MFC Senior MIS Specialist (12 months FTE Contract)

    Job Description
    The Funeral Services segment is a key focus area for the Mass Foundation Cluster (MFC). The Funeral Services segment seeks to participate in the funeral services industry by entering strategic relationships with funeral parlors. This role is responsible for collating statistical information into reports and for the maintenance and enhancement of databases when required. The incumbent is also required to analyse and make recommendations on data and is individually accountable for achieving results through own efforts.

    • Collates statistical information in predetermined formats or formats developed by the individual.
    • Integrates data into daily, weekly and monthly reports.
    • Builds and enhances databases when required.
    • May be required to translate complex data and/or instructions into meaningful outcomes.
    • Required to interpret data and provide meaningful recommendations to the business.

    Personal Effectiveness

    • Accountable for service delivery through own efforts.
    • Individually accountable for managing own time, tasks, and output quality for periods of 1 day to a maximum of 3 months.
    • Makes increased contributions by broadening individual skills.
    • Collaborates effectively with others to achieve personal results.
    • Accepts and lives the Old Mutual company values.

    Database Design and Maintenance

    • Builds and enhances databases when required.
    • Information Administration Integrates data into daily, weekly and monthly reports.
    • Collates statistical information in predetermined formats or formats developed by the individual.

    Information Analysis

    • May be required to translate complex data and/or instructions into meaningful outcomes.
    • Required to interpret data.
    • Providing management with information regarding business trends and possible reasons thereof.
    • Participating in ad hoc analysis, investigations, and projects.
    • Managing and Presentation of Business Intelligence projects for Exec Level Reporting.
    • Using technical knowledge to analyse, design, improve and implement MIS reports.
    • Ensuring that all deliverables are met within specified service agreement.
    • Interacting between client requirements and developers to assist in the design of MIS reports.
    • Manages and engages in MIS enhancements.
    • Setting up and proactively conducting workshops to analyse client requirements.
    • Manages projects related to MIS development
    • Distribution and providing training to clients regarding reports that are produced.

    General:

    • Ensure that relevant versions of applicable documents are available at point of use and track changes to documents are filed in MS Teams or required storage application.
    • Ensuring data integrity
    • Ensuring data is maintained and sourced within OM privacy standards and POPIA Act

    Requirements

    • Grade 12 (Matric)
    • BCom Degree or equivalent
    • Oracle Financials knowledge and experience advantageous
    • Advanced MS SQL or similar querying languages
    • Advanced MS excel ability
    • Power BI or any data visualization software (advantageous)
    • Processes improvement experience essential
    • Individually accountable for managing own time, tasks, and output
    • Builds relationships and networks with external stakeholders and potential alliances to maximize lead identification and knowledge of market trends and best practices.
    • Process improvement experience essential
    • 3 – 5 years of relevant experience in defining and reporting on metrics and sourcing data.

    Skills

    • Accountable, Microsoft Office, Numerical and analytical skills, Professional Collaboration, Written Verbal Communication

    Closing Date: 14th, June 2022

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    OMF Branch Manager

    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: 14th, June 2022

    go to method of application »

    Programme & Change Auditor

    Role Overview:

    We are looking for an assertive, organized and energetic auditor with project/programme experience to provide insight into our strategic projects being run across the company. The role is required to assess Change initiatives according to an annual audit plan and management requests. This role will support the Head of Programme Assurance and Change in assessing the progress and risks within various strategic projects and contextualizing risks into reports for the audit committee and key project stakeholders. This will be done by attending various project meetings and assessing project documentation.

    Key Result Areas / Outputs

    Delivery of Services

    • Drive the identification of emerging Change risk and have the ability to advise/consult to 1st line
    • Contribute to the development of the portfolio/s audit plan including the update and maintenance of the audit universe and identification of emerging risks;
    • Execute and deliver the audit plan and management requests timeously;
    • Contribute towards the Combined Assurance Plans for the relevant portfolios;
    • Ensure audits are conducted as per the GIA Methodology and that the quality and performance standards are maintained at all times;
    • Delivery of impactful audit reports with well thought out management actions and due dates;
    • Facilitate the agreement of audit findings and ratings with the relevant stakeholders;
    • Analyse root causes of issues identified and make recommendation to management to improve the control environment accordingly as necessary;
    • Execute on the issues assurance plan and ensure it is executed timeously and within quality standards.
    • Create value for project sponsors to enable better project outcomes through the delivery of project dashboards and monitoring of data
    • Build strong relationships with customer project managers;
    • Support the Head of Programme Assurance and Change in managing stakeholder engagement and relationships across the relevant portfolio/s; and
    • Participation in key project meetings and workshops
    • Ensure we keep up-to-date with industry best practice and trends in Programme management and Change.
    • Comply with IIA Code of Ethics and GIA Policies and Procedures.

    Qualifications, Skills and Experience:

    • 3 year degree or diploma
    • Bachelor of Commerce or similar applicable degree will be advantageous
    • PMBOK / Prince 2 / Prosci Change Management certification

    Experience:

    • Minimum 3 to 5 years experience as a programme / project manager
    • Audit experience will be advantageous
    • Experience in Agile, Waterfall and hybrid approaches
    • Experience in performing assessments as it relates to enterprise programmes and projects would be advantageous
    • Background in the financial services / insurance industry and investments, preferably in blue chip/global companies
    • Experience of client relationship management
    • Experience in being part of large programmes or projects advantageous
    • Experience in IT / application implementation projects
    • Experience with Jira and Confluence advantageous

    Technical competencies:

    • Report writing
    • Professional Ethics
    • Business Acumen
    • Critical Thinking
    • Communication skills
    • Improvement and Innovation

    Skills

    • Building Relationships, Communication, Program Management, Technical Knowledge

    Education

    • Bachelors Degree (B), National Diploma (Nat Dip)

    Closing Date: 30th, June 2022

    Method of Application

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