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Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
This is a fixed term contract role based in Cape Town- Century City. This role utilizes expert knowledge in the specific fields of administration / product / process to resolve technical problems, usually in support of administrative queries / issues. The incumbent is individually accountable for achieving results through own efforts.
Documentation Processing
- Perform complex administrative tasks in accordance with SLA parameters, in a processing environment
- Follows standardised processes and provides administrative support to sales staff in line with normal business functioning
- Provides a service to the brokers
- Responds to immediate administrative requirements
- Delivers on daily production standards
Quality Assurance
Performs quality checks on own workAdhere to service and quality standardsWorking as part of a team and assisting others when requiredNeeds to pass yearly Business Unit AssessmentsRelationship Building
Build strong partnerships with internal staff in order to provide good service to the brokersEnsure all issues are proactively and smoothly resolved, keeping brokers informed and providing good serviceBuilds solid relationships with brokers and their staff thereby assisting the business consultant with achievement of sales targetsCollaborates and networks effectively with others and achieve resultsAdditional Job Description
This role functions as a subject matter expert in a specific field of administration / product / process.
Often acts as a point of escalation for matters with higher level of complexity than those handled by AdministratorsMay act as a coach for administrative staff. Often consulted for system enhancements and testingResolves technical and complex problems, especially in support of administrative queries / issuesApplies specialist knowledge in a focused role working with relatively complex informationOperational in natureQuotes draw and distribute quote requestsAssist with navigation on viewing of o / s, the status of the case, and submissionProvide feedback on the status of the case until the issueForward invoices to OM Fees for payments, follow up and obtain proof of payment, and forward to Dr's to obtain o / s medical reportsReporting will be responsible for drawing compiling and distributing reports, such as leads, conservations, missed premiums, service treads, persistence, deferrals, etc.Assist with New Business and existing business submissionsAssist with New Business capturingSupport to area secretariesMinimum Qualifications / Experience (Required for the Job)
Matric / Grade 12Minimum 3 years’ experience in the industry or similar roleKnowledge of Old Mutual’s products and administrative processes is required (Greenlight, OMP, Max Income, Max Investment)Knowledge of the OMP system for at least 12 months (advantageous)Previous experience within a processing environmentMS Office proficiencyAbility to travel within the regionCompetencies Required
Adaptable to rapidly changing environment.Excellent communication and writing skills.Able to work under pressure and be adaptable.Sound understanding of the insurance industry.Awareness of client-care principles.Ability to give and receive feedback.High level of attention to detail.Ability to work independently and be a reliable team player.Some technical knowledge about area of operation.Excellent organising skills.Attention to detail.Deadline orientated.Ability to prioritise work in order of importance and risk.Strong pro-active problem-solving skills.High level of ownership and independence (able to run the office in the absence of the senior for long periods of time)Systems Knowledge
CMOS, Omunet, BancsSkills
Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
Competencies
Directs Work Drives Results Ensures Accountability Manages Complexity Optimizes Work Processes Plans and Aligns Tech Savvy
Closing Date
10 November 2025 , 23 : 59
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.
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