Old Mutual LimitedCape Town, Western Cape, South Africa
7 days ago
Job description
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
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 work
Adhere to service and quality standards
Working as part of a team and assisting others when required
Needs to pass yearly Business Unit Assessments
Relationship Building
Build strong partnerships with internal staff in order to provide good service to the brokers
Ensure all issues are proactively and smoothly resolved, keeping brokers informed and providing good service
Builds solid relationships with brokers and their staff thereby assisting the business consultant with achievement of sales targets
Collaborates and networks effectively with others and achieve results
Additional 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 Administrators
May act as a coach for administrative staff. Often consulted for system enhancements and testing
Resolves technical and complex problems, especially in support of administrative queries / issues
Applies specialist knowledge in a focused role working with relatively complex information
Operational in nature
Quotes draw and distribute quote requests
Assist with navigation on viewing of o / s, the status of the case, and submission
Provide feedback on the status of the case until the issue
Forward invoices to OM Fees for payments, follow up and obtain proof of payment, and forward to Dr's to obtain o / s medical reports.
Reporting 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 submissions
Assist with New Business capturing
Support to area secretaries
MINIMUM QUALIFICATIONS / EXPERIENCE (REQUIRED FOR THE JOB)
Matric / Grade 12
Minimum 3 years’ experience in the industry or similar role
Knowledge 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 environment
MS Office proficiency
Ability to travel within the region
COMPETENCIES 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, Bancs
Skills
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
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.
The Old Mutual Story!
Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
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Administration • Cape Town, Western Cape, South Africa
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