Total 14 job vacancies by Old Mutual Limited

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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.

Objectives and Responsibilities

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.

Qualifications and Experience

• Grade 12 or National Senior Certificate.
• FAIS Compliant in Non-life Commercial product category.
• Minimum of 2 years’ experience in non-life insurance.

Skills

Education

Closing Date

31 March 2024

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

As a Policy Retention Specialist at iWYZE, you will be a key contributor to the retention of both new and existing business policies.

Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets. Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards. Manage time and workloads to ensure that deadlines and targets are met. Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer. Perform proactive and reactive activities designed to retain customers including but not limited to contacting clients to advise them of unsuccessful premium collection. Offer retention solutions appropriate to the product, recording insights related to the activity performed. Maintain accurate and complete record of all retention actions taken. Analyse clients portfolio in terms of loss ratio rates, discounts and assess whether the client can be retained within retention guidelines. Accept full responsibility for all telephone calls, emails and messages to the department relative to retention in line with the business policies. Utilize the in-depth knowledge of in-house policy wordings, underwriting rules, policy and procedures, as well as that of competitors to offer a compelling value proposition for customer retention. Maintain and build client relationships with all relevant business stakeholders.

Skills

Education

Closing Date

28 March 2024

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!

Lets Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

To execute investment strategies and activities for assignment portfolios in line with client Investment Policy Statement documents (IPS) and as guided by regulatory requirements and business policies.
 Support the delivery on revenues, profitability and risk standards/requirements for the funds under management.

KEY TASKS AND RESPONSBILITIES

Participate in and support the successful execution of strategic objectives:

• Understand OMIG’S strategic priorities and provide support in the alignment of the investments team’s goals and objectives.
• Participate in and support the delivery of the investment strategy and objectives, risk appetite, capital objectives etc
• Contribute to the development of investment strategy documents and including ensuring the preparation and monitoring of the investments operating budget
• Participate in the monitoring of goals and objectives and provide recommendations on corrective interventions as needed
• Enforce and support a culture of innovation, accountability, professionalism and delivery.

Deliver risk and control requirements:

• Provide inputs in the identification and development of an integrated risk and control framework for all investments operations/activities.
• Communicate and enforce all control requirements including ensuring that investment activities are conducted in line with external and regulatory frameworks, and internal governance frameworks.
• Proactively and continually manage portfolio risks.
• Determine appropriate levels of risk in lien with client appetites, risk preferences, return expectations, market conditions and guided at all times by relevant regulatory and business guidelines

• Manage the risk profile of all portfolios in line with the Investment Policy Statement documents (IPS) and ensure that all mandates have an up to date and well defined IPS documents.

Contribute to the development of an operating environment that is fit for purpose:

• Participate in the review and update of the investment process, policies and initiatives. 
• Drive efficiencies through the adoption of automation. 

Execute investment strategic and business objectives:

• Implement strategies and initiatives to enhance investment performance relative to the risk and the investment process (es). 
• Use the laid down financial models to forecast/test the robustness of the investment strategy.
• Create balanced portfolios in line with asset allocations provided for in the client IPS documents and provide guidance to assigned team as need be. 
• Oversee investment activities on client accounts for assigned portfolios and Portfolio Managers to ensure these are in line with laid down regulatory requirements, company policies and procedures, and guidelines provided by the Risk and Compliance team.
• Monitor close alignment to the Investment strategy and underlying reasons for divergence.
• Monitor investment performance of individual investments and client portfolios to ensure portfolios meet risk return goals. 
• Assess portfolios performance relative to benchmarks.  
• Ensure full compliance with and keep abreast of all relevant regulatory requirements and guidelines provided by the Risk and Compliance team including investor disclosures, privacy laws, anti-money laundering requirements, anti-fraud measures etc.

Deliver on credit risk requirements including ensuring that all relevant risks are proactively identified and managed:

• Ensure portfolios adhere to all credit limits outlined.
• Ensure any credit risk assumed is in line with risk appetites. 
• Ensure overall return for any assumed credit risk is rewarded adequately. 

Keep abreast of relevant investment trends by developing in-depth understanding of market conditions, developments and overall economic outlook: 

• Liaise with Research Analysts to gain a better understanding of market conditions, and domestic and global developments that may impact client investments.
• Gather information and carry out research on assigned portfolios and relevant market/ economic information/ trends.
• Participate and support new product development initiatives.

Participate in and support the business development team and new product development initiatives.

Stakeholder management:

Regularly engage with clients to ensure that their investment needs are fully understood.

• Meet with clients as per the frequencies outlined in the IPS to confirm investment objectives and confirm that portfolio allocations are in line with expectations.
• Hold regular engagements, meetings, briefings etc. with clients to update them on market conditions and provide updated investment research and economic trends. 
• Maintain strong business relationships with assigned clients and continually identify opportunities for portfolio enhancement.

Work closely with all relevant internal stakeholders. 

• Liaise with the Operations and Dealing/ Trading teams to ensure all investments related transactions and information is up to date and available to clients and to guide decision making. 
• Liaise with and support business development and marketing initiatives to secure new investments/ business.
• Manage relationships with all other relevant internal and external stakeholders such as IT, Risk & Compliance, Finance teams etc.

Business reports:

• Ensure timely, accurate and complete reporting on investments activities internally and externally. 
• Evaluate and reports on the performance of investment packages and make relevant adjustments based on client objectives and on-going regulatory requirements. 

Supervise the activities of the assigned team on a regular basis, resolve any escalated issues and or seek the guidance of the GMD/CIO as may be required. 

• Participate in setting and monitoring goals and objectives. 
• Mentor and coach the assigned team. 
• Drive knowledge management and sharing initiatives.
• And any other business and investment related activities that may be assigned from time to time. 

SKILLS ,KNOWLEDGE & COMPETENCIES

• Knowledge of the Kenya financial services industry and regulatory frameworks.
• Knowledge of various investments concepts such as risk management and compliance, products, asset classes, alternative investments etc. 
• Familiarity with investment management systems such as Bloomberg, Refinitiv etc
• Understanding and appreciation of fiduciary responsibility, personal integrity and professionalism.
• Business focus: commercially astute, attuned to regulatory and statutory obligations; understand the local and regional business environment. In tune with business and client priorities.
• Ethical behaviour and business practices: ensures own behaviour and the behaviour of others is consistent with ethical standards and acceptable business practices. Aligned to the values of the business.

Adaptability to change: ability to support process improvement and the development of technology to achieve business goals. Decisively responds to challenges in a changing environment and has the ability to influence change within others and cause positive outcomes.

Problem solver/ takes decisions: Capacity for sound judgment and the ability to think strategically. Enthusiastic, pragmatic and energetic hands-on individual with an entrepreneurial spirit and a bias towards action and resolving issues quickly 

Interpersonal skills and fosters teamwork: Has a strong presence and can interact effectively with the relevant governance and team structures in place in the business. Able to build relationships, influence, motivate and encourage consensus amongst peers, clients and stakeholders at all levels and of different cultures and capacities, to produce high quality results 

Effective communicator: communicates in a clear and timely manner using appropriate and effective communication tools and techniques. 

Organiser/ planner: ability to manage competing priorities in a high pressure environment. Sets priorities and goals, and monitors progress. Implements action plans and evaluates process and results.

 QUALIFICATIONS & EXPERIENCE

• A first degree in relevant subject which may include Finance, Commerce etc. 
• Have attained the CFA Charter/CIFA. 
• Compliant with the CISI and ICIFA certification requirements. 
• A minimum of five (5) years’ experience in investments.

Skills

Education

Closing Date

29 March 2024

The Old Mutual Story!

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Are you an Actuarial & Finance recruitment specialist? Do you have the added advantage of experience in the short-term insurance industry? Are you looking to refine your leadership skills whilst compounding your current experience? Then we need you to rely on your networking, exposure & experience to fill vacancies in these spaces within the outlined time to hire expectations and relevant SOP’s your role will touch on. This would include the Recruitment, TA and onboarding SOP as well as the TA charter.

You will be responsible for the following across the actuarial and finance space across all role sizes:

• Build pipeline for all roles across the actuarial and finance area from the short term short term insurance industry as a first prize
• Source and build on the current market maps with an end result of in depth and accurate mapping of roles across the mid management level upwards of the actuarial function relevant to the insurance industry
• Periodically update the market maps and provide to relevant key stakeholders
• Contribute to creative solutioning for short term insurance actuarial and finance function skillset scarcity
• Ensure adherence to the outlined SOP and charter regarding the Talent Acquisition Department and Onboarding
• Ensure streamlined process design between yourself and TA administration that also falls in line with and adherence to broader Recruitment SOP deadlines and expectations
• Meet your new hires on day 1 of induction to welcome them to the business and settle them into induction
• Support and facilitate handover as candidate becomes employee to TA administration and relevant HCBP

Broader role expectations

• Deliver positively towards the outcome of the TA team as a whole
• Provide support to the team when and where the need is identified and assist them with solutioning
• Engage with the team to ensure collaboration and knowledge sharing where possible
• Foster healthy relationships with the broader HC Community
• Driving best practice and living our values with and through the team

Requirements:

• Minimum 10 years of experience in the recruitment space
• Minimum 5 years of experience recruiting senior roles within the Actuarial & Finance function
• Minimum of 2 years of experience of recruiting within the relevant functions in the short-term insurance industry
• Candidates coming from long term insurance or broader financial services may be considered

Added Advantages:

• Recruitment Agency experience
• Similar experience or exposure to the IT function – this would be an advisory capacity and not part of your core portfolio

Skills

Business, Onboarding, Recruiting, Short Term Insurance, Talent Acquisition, Talent Sourcing, Top Talent Recruitment, Workforce Planning

Education

Bachelor of Commerce (BCom): Human Resource Management (Required)

Closing Date

25 March 2024

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Old Mutual Insure is looking for a forward-thinking leader in the procurement space to manage and control overall responsibility of spend under management for Non-Motor and Motor commodities and increasing preferred spend. Mitigate supply risk and optimize total cost of ownership, enhancing customer experience and support the responsible business vision and strategy of the company.

You would:

• Manage supply risk for Motor and optimize Total cost of ownership

• Best-practice Service Delivery

• Continuous improvement to ensure optimization and best practice

• Best-practice people practices

• Financial and corporate governance to ensure cost efficiency

Experience, knowledge & skills required

• 8 years’ experience in a commercial environment/motor claims position with preference with experience in the non-life insurance industry

• 5 years should have been in a management capacity/ leadership role.

• Motor accident repair knowledge (Auto Body Repairers/Motor Glass, Motor Salvage, Car Hire, Towing , etc)

• Ability to write evaluation reports and cost price analysis including market research on commodity or service to procure

• Proven project management skills, and successful implementation track record

Skills

Change Management, Leadership, Negotiation, Project Management

Education

Bachelor Of Business Management (Required), Matriculation Certificate (Matric) (Required)

Closing Date

29 March 2024

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Old Mutual Insure is looking for a forward-thinking Senior Communications Manager in Brand and Marketing space . The role will work closely with the segment, country communications managers and MC Centre Managers to deliver on objectives. This role will provide thought leadership, stimulate innovative thinking and distil clear communication strategies from complexity in support of the consolidated OMI Marketing Strategy and Plan.

You Would :

• The role describes the delivery within the Communications Centre of Excellence and can contribute to either internal communications or media communications functional areas.

• Designs and leads the development of a communications and/or reputation management strategy that understands and pro-actively delivers initiatives to help deliver the overall Business and Marketing strategy and Brand promise.

• Designs, manages and delivers a process where all key / agreed communications and/or reputation management plans are directed from the CoE delivering to the necessary business strategy, marketing and brand requirements.

• Ensures that all communication is developed in alignment with the integrated OMI communications strategy.

• Influences and engages with media stakeholders on OMI's opinions/views/positions on issues providing context and content as needed.

• Ensures that OMI's reputation risk is protected and positively represented in the media and public space.

• Ensures that the communication functions maintain leading edge, relevant and innovative practices keeping up to date with changes in the finance and communication industries.

• Develops, co-ordinates and ensures overall OMI communication governance. This includes overall architecture, metrics and communication rules.

• Develops, co-ordinates and ensures disciplined delivery of an annual communication activity calendar that spans all OMEM segments and countries.

• Identifies and proactively engages with key internal and external stakeholders needed to deliver on mandate.

• Delivers or contributes to the overarching employee communications strategy that aims to make every employee a brand advocate.

• Delivers or contributes to the media strategy that confidently builds relationships with the media and aims to make them brand advocates.

Minimum Requirements

• Bachelor's degree in public Relations, Communications, Marketing, or related field of study preferred.

• 5 - 10 years experience in a similar role.

• Exceptional written and verbal communication skills.

• Proven track record of developing and implementing strategic communication plans.

• Knowledge of media/communications channels across multiple touch points, including social media.

Skills

Education

Bachelor of Commerce (BCom): Marketing And Public Relations (Required)

Closing Date

29 March 2024

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!

Lets Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

This role manages a team in a technical environment (Claims administration), with some individual deliveries and is individually accountable for achieving results through others.

DESCRIPTOR

• Responsible for the management of a unit of technical specialists in General Insurance Claims Administration in support of business objectives.
• Normal functions pertaining to management (people, production, customer and finance) apply, but in a technical environment.
• Team size would vary but would mostly be between 5 and 15 specialist staff.
• Also responsible for technical deliveries themselves (high level of technical knowledge in related field to their own staff).
• Technical skills would relate to General Insurance Claims Administration
• Carries responsibility to deliver on operational projects within field of expertise.

KEY FOCUS AREAS

Budget Control:

• Manages an operational budget.

Operational Delivery:

• Manages delivery of specialist team in support of business objectives.
• Responsible to deliver on operational projects within field of expertise.
• May be personally responsible for some technical deliveries.
• Extensive experience in day-to-day management.

Relationship Building:

• Establishes and maintains relationships with Internal stakeholders.
• Builds and manages external relationships.

Team Effectiveness:

• Individually accountable for customer/client service delivery through efforts of others.
• Accountable for others' time, task and output quality.
• Balances own priorities with directing and motivating others.
• Plans and assigns work over the applicable period.
• Guides and directs staff to achieve operational excellence standards.
• Creates a climate for optimal performance.

Manages performance.

• Selects potential staff to sustain customer/client service delivery.

REQUIRED QUALIFICATIONS & EXPERIENCE

• A first degree or its equivalent.
• Associate qualification of the Chartered Insurance Institute of Nigeria (CIIN)
• Excellent communication skills (verbal and written).
• Interpersonal and time management skills.
• Team Leadership skills.
• Good knowledge of MS packages (Especially MS Word, MS Excel and Outlook)
• 5 – 10 years’ General Insurance Claims Administration experience. Team Lead experience will be an advantage.

Skills

Education

Bachelor of Science (BSc) (Required)

Closing Date

02 April 2024

The Old Mutual Story!

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Plan for, implement and manage the Claims Strategic Plan within designated area. Contain of claims spend. Claims settlement in accordance with SLAs.

 Continuously improve claims service, assist in management of claims spend and contain the increase in average cost of claims

• Manage and track claims service, quality control and delivery effectively

• Reduce/maintain turnaround time of claims

• Analyze query and complaints trends and suggest solutions

• Ensure compliance of claims/operation systems or procedures

• Act as claims technical advisor by educating the broker, client and staff about claims processes and procedures

• Control claims effectively by monitoring accuracy of data

• Manage and control outstanding recoveries

• Identify, control, manage and minimize operational risks and claims leakage

• Monitor and control aggregates

• Reduce / maintain own damage claims service effectively.

• Assist in relevant ad-hoc tasks.

• Prepare periodic reports and presentations on project progress, issues and progress against timeline reports / updates.

Manage effective customer service and relations to drive service excellence

• Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.

• Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved.

• Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals

• Measure and monitor service delivery compliance of team.

• Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.

  Service delivery to ensure customer satisfaction

• Manage effective customer service and relations to drive service excellence

• Maintain service, quality and desired outputs across the business process by 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.

  Maintain people practices in line with organizational guidelines, policies, culture and values

• Track and resolve operational and performance variations

• Develop and encourage strong team work

  Identify potential inter-departmental problems and escalate them to higher levels

• Engage regularly in team or group problem-solving

• Manage areas of critical compliance and actively manage non-conformance

• Actively manage non-performance

• Identify, accumulate and analyze statistics that reflect on your team’s performance

• Continually assess the technical competence of your team and take steps to develop their knowledge and skill

• Ensure that employees are aware of capacity building initiatives (i.e. development programmes, training, mentorship, coaching etc.) to develop and grow the required competence

• Ensure the work environment enables employees to “live” the organization culture and values.

• Actively participate in own professional development and career path.

• Inducting people into the specific team and job related issues

Manage effective cost control in the core processes and ensure adherence to financial and corporate policies and procedures

• Ensure adherence to financial and corporate policies and procedures, and reduce wastage related to area of accountability.

• Comply with governance controls to reduce risks.

• Ensure adherence to organizational policies, practices and procedures.
• Identify and recommend areas / ways to improve processes.

Experience, knowledge & skills required

• Matric

• COP or higher insurance qualification or studying towards same

• 3 years relevant claims experience

• People management experience an advantage

Skills

Accountability, Coaching, Communication, Critical Thinking, Customer Service, Goal Setting, MS Office Skills, Negotiation, Payment Handling, People Management, Service Delivery, Standard Operating Procedure (SOP), Strategic Planning, Taking Initiative, Teamwork, Workday

Education

Closing Date

25 March 2024

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

As part of the Group Strategy team, the incumbent is expected support the strategy development process by shaping and driving analysis in order to produce insights that give direction to the business.  

Whether alone or through others, the incumbent is required to support the Strategy Managers by ensuring quality delivery of specific strands of work for complex projects. The incumbent will also be accountable for small to medium sized projects as appropriate. 

Associates are expected to assist with business case development, facilitation, encourage acceptance and commitment to strategic goals and drive communication of the strategic direction to the business. provide a supporting role to the analysts in the team, sharing their knowledge of strategy development and analysis approaches.

Key Outputs:

Strategy development/ thought leadership

• Evaluate the organisation and business segment’s wider environment and offer insights based on an understanding of the business to influence change at tactical, team and individual levels and make informed business decisions and strategy

• Explain the strategic direction of the organisation to others; develop a prioritised plan that both delivers the needs of the business and is consistent with the overall functional strategy and business plan

• Ensure the team is focused on identified priorities; develop and implement solutions at an operational level to address actions emanating from insights, either to mitigate critical risk or capitalise on opportunity

• Content expert on stream of work within a project.

• Comfortable defending findings to internal clients 

• Solid business grasp, keeps up to date with business press and can sound knowledgeable with internal clients on most general issues

• General understanding of internal client's business and goals, enough to sound informed and competent in conversation        

• Builds areas of expertise within Group Strategy department  

Strategic Networking

• Actively and continuously expands own network to meet strategic goals.

• Identifies and creates opportunities to initiate new partnerships that will facilitate the achievement of strategic goals.

Problem Solving

• Clarifies ambiguous problems, questioning assumptions to reach a fuller understanding

• Actively challenges the status quo to find new ways of doing things, looking for good practice

• Seeks and incorporates diverse perspectives to help produce workable strategies to address complex issues

• Initiates consultation on opportunities to improve work processes

• Supports the organisation to implement innovative suggestions

Strategic Thinking

• Identifies and considers emerging development opportunities and risks when articulating new options and recommendations.

• Maintains a broad, strategic perspective while identifying and focusing on crucial details

Responding to pressure and change

• Clarifies direction and adapts to changing priorities and uncertain times

• Minimises the pressure of change for the directorate, lessening the impact for the team

• Uses change as an opportunity to improve ways of working, encouraging others’ buy-in

• Keeps staff motivated and engaged during times of change, promoting the benefits

• Takes ownership for communicating change initiatives clearly, ensuring smooth implementation

Stakeholder Focus

• Understands diverse stakeholder needs and tailors team deliverables accordingly

• Is a role model to others, encouraging them to think of customer first

• Manages stakeholder expectations, so they are high but realistic

• Removes barriers to understanding the needs of diverse stakeholders, including hard to reach groups

• Focuses own and team’s efforts on delivering a quality and committed service

Organisational awareness

• Uses understanding of differences between the GS and its partners to improve working relationships

• Helps others understand the complex environment in which it operates

• Translates changing political agendas into tangible actions

• Considers the diverse needs in formulating objectives

• Helps others understand how the media and external perceptions influence work

• Based on knowledge of the organisation’s governance, rules, structures and people, recognises the opportune time for action, having positioned all key elements to maximise the probability of success.

• Manages compliance, ethical and other issues to protect the organisation’s reputation and respect its obligations.

Organisational Alignment

• Promotes a shared understanding of the organisation's needs and strategic direction to rally teams

• Develops and implements projects, programmes and processes / toolkits aligned with the organisation’s strategic direction and needs.

Research and Analysis

• Expands networks to gain new information sources for research and policy development

• Identifies and implements methods to ensure intelligence is of a high quality

• Encourages others to analyses data from different angles, using multiple perspectives to identify connections and new insights

• Tailors research investment in line with likely impacts and policy priorities

• Retains a bigger picture view, ensuring research recommendations are appropriate and practical for OML and its stakeholders

Market and regulatory environment

• Use understanding of the organisation’s commercial business and markets to tailor offerings to current and future needs, including the impact of external factors in order to influence business strategy

• Devise information reporting tools to aid the understanding of regulatory stakeholders; work with internal stakeholders to support needs of regulators

• Assess and understand customer and competitor strengths and limitations and use insight to influence business decisions

• Provide recommendations to macroeconomic analysis; evaluate and properly interpret the influence of the external environment on the organisation

• Identify key environmental drivers and understand their impact upon business strategies and decisions

Process management

• Set up business processes to deliver successful outcomes, assess their effectiveness and review performance measures relating to each

• Identify opportunity for synergy and integration of processes and influence others to identify more efficient sustainable processes

• Set demanding and realistic targets for process improvement and ensure changes to existing processes are carried out in a systematic and logical way

Project management

• Lead in developing and implementing complex project plans that have implications across business units or the organisation

• Identify new and innovative ways to achieve required outputs of projects

• Evaluate and communicate the impact of project dependencies

Communicating and influence

• Encourages and supports teams in engaging in transparent and inclusive communication

• Influences others and gains buy-in using compelling, well thought through arguments

• Negotiates effectively to deliver OML priorities

• Synthesises the complex viewpoints of others, recognises where compromise is necessary and brokers agreement

• Advocates positively for OML and GS both within and outside the organisation

Developing Talent

• Assembles teams with complementary skills and promotes the expectation that they will learn from one another.

• Identifies and plans learning, targeted to specific developmental needs in current position.

• Encourages others to take on new responsibilities in order to support professional development.

• Gives feedback that is constructive and precise based on facts and behavioural patterns observed, and gives individualised suggestions for improvement plans

Minimum qualifications & experience: (required for the job)

• Relevant tertiary qualification (BCom, BSc, CA, Actuarial Science or B Bus SC or similar)

• 4 years relevant experience in financial services and/or business strategy

• Prior consultancy experience is an advantage

Additional requirements (preferred, not a requirement)

• Exceptional proficiency in MS Excel and MS PowerPoint

• Expertise in financial analysis and data modelling

• Structured, logical thinker with very strong analytical skills

• Meticulous approach to detail

• Excellent communication, planning, organising and thinking skills

• Sound business acumen

• Solid commercial Acumen

• Initiative to work independently

• Knowledge and experience of emerging technologies is advantageous

• T-Shaped consulting: Has worked across multiple areas, developing broad skills.

• Is flexible and confident in supporting diverse teams.

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

Analytical Thinking, Analytical Thinking, Business, Business Case Development, Business Cases, Business Processes, Business Strategies, Case Development, Commercial Acumen, Communication, Consulting, Deliverables Management, Employee Relationships, Facilitation, Group Problem Solving, Improvement Plans, Long Term Planning, Performance Measurement, Prioritization, Process Improvements, Process Management, Project Management, Project Planning, Researching, Strategic Objectives {+ 4 more}

Education

Bachelors Degree (B) (Required)

Closing Date

26 March 2024

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!

Lets Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

This role is individually accountable for assisting a variety of clients telephonically or face to face, in accordance with business, process and compliance rules. The role is fully multi-skilled across products and processes and has extensive, relevant experience.

DESCRIPTOR

• Provide telephonic and face to face service to customers and intermediaries.
• Delivers on daily production standards and adheres to service and quality standards.
• Adheres to business, process and compliance rules.
• May act as mentor to less experienced Consultants.
• Fully multi-skilled across products and processes.
• Has extensive, relevant experience."

KEY RESULT AREAS

Relationship Building:

• Maintains relationships with relevant departments.
• Builds and maintains relationships with intermediaries and brokers.
• Manages customer relationships in person or telephonically.

Quality Assurance:

• Performs quality checks on own work.
• Adheres to service and quality standards.

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 company values.

Coaching:

• May act as mentor to less experienced agents.
• Compliance:
• Adheres to business, process and compliance rules.

Client Service Delivery:

• Provides telephonic and face-to-face service to customers and intermediaries.
• Delivers on daily production standards.
• Ensure completeness of monthly renewal data.
• Manage relationships with high-net worth Individual customers as well as large cooperatives to ensure continuous patronage in conjunction with the relationship manager.
• Measure and analyse customer experience surveys for G.I retail and corporate on an interactive and continuous basis. Design and coordinate other service surveys as required by the business.
• Maintain relationships with other stake holders and process owners to improve work efficiency and customer satisfaction.
• Informs clients of requirements and procedures.
• Provides input to other areas i.e. client feedback/queries.
• Assist the business in any other capacity as required from time to time

REQUIRED QUALIFICATIONS & EXPERIENCE

• A first degree or its equivalent
• Excellent communication skills (verbal and written)
• Interpersonal and time management skills
• Good knowledge of MS packages (Especially MS Word, MS Excel and Outlook)
• 3 years’ customer service experience, especially in the financial services sector

Skills

Communication, Computer Literacy, Microsoft Excel, MS Office Skills, • Excellent command of the English language, both in communication ability and in drafting skills.

Education

Bachelors Degree (B)

Closing Date

01 April 2024

The Old Mutual Story!

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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 (roles based in Durban)

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.

Minimum Requirements

• FAIS Compliant in Non-life Commercial product category.

• ​A Valid Driver’s License with own reliable transport required for the role.

Skills

Education

Matriculation Certificate (Matric)

Closing Date

31 May 2024

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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. (These roles are in East London and Gqeberha)

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.

Qualifications and Experience

• Grade 12 or National Senior Certificate.
• FAIS Compliant in Non-life Commercial product category.
• Minimum of 2 years’ experience in non-life insurance.

FAIS Compliant in Non-life Commercial product category.

A Valid Driver’s License with own reliable transport required for the role.

Skills

Education

Closing Date

31 May 2024

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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. The roles are based in Western Cape.

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.

Qualifications and Experience

• Grade 12 or National Senior Certificate.
• FAIS Compliant in Non-life Commercial product category.
• Minimum of 2 years’ experience in non-life insurance.

Competencies

• Strategic: Is able to understand, identify and act on broader opportunities in order to drive longer term, value-adding change. Applies judgement effectively. Identifies and acts on market and/or competitor trends/opportunities.
• 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 handle 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.

FAIS Compliant in Non-life Commercial product category.

A Valid Driver’s License with own reliable transport required for the role.

Skills

Education

Closing Date

31 May 2024

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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. (The roles are based in Free State)

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.

Qualifications and Experience

• Grade 12 or National Senior Certificate.
• FAIS Compliant in Non-life Commercial product category.
• Minimum of 2 years’ experience in non-life insurance.

FAIS Compliant in Non-life Commercial product category.

A Valid Driver’s License with own reliable transport required for the role.

Skills

Education

Closing Date

31 May 2024

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!