Fresh Jobs at Old Mutual Plc

Job Description

• This role is individually accountable for assisting the account specialist to manage a portfolio of existing clients.
• This role is specifically for a Life Insurance business.

DESCRIPTOR

• Manages a portfolio of existing clients.
• Assists with managing all contracted client deliveries relevant to each arm of the Corporate Business.
• Responsible for sourcing and building new business channels and client relationships. Channels would include but not limited to Financial Institutions and Non-Banking Financial Institutions (NBFI)
• Monitors all client deliveries.
• Skilled in understanding client’s business needs leading to the development of service level agreements

KEY FOCUS AREAS
Personal Effectiveness:

• Accountable for service delivery through own efforts.
• Individually accountable for managing own time, tasks, and output quality.
• Makes increased contributions by broadening individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

Required Qualifications & Experience

• A first degree or its equivalent.
• 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 years Life Insurance Sales experience is compulsory

Education

• Bachelor of Science (BSc) (Required)

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Job Description

• To provide quality sales service support that results in the production of business from new and existing sources which contributes to the profitability and growth of the company. This role is specifically for a Life Insurance business.

DESCRIPTOR

• Handle incoming and outgoing sales requests in accordance with predetermined schedules, campaigns and targets.
• Provide accurate and efficient quotation/s to customers.
• Maintain an agreed quote to sale ratio.
• Manage all allocated leads.
• Accurately and efficiently capture all customer data.
• Forward accurate policy documents to customers within mandated timeframes.
• 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.

KEY RESULT AREAS

Documentation Processing:

• Responds to immediate administrative requirements within procedure.
• Follows standardised processes and provides administrative support in line with normal business functioning.
• Delivers on daily production standards.
• Uses standard administrative techniques to coordinate own work.

Personal Effectiveness:

• Accountable for service delivery through own efforts.
• Individually accountable for managing own time, tasks and output quality.
• Makes increased contributions by broadening individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

Quality Assurance:

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

Data Analysis:

• Skilled in reviewing data in ensuring quality of output.
• Ability to gather data from various sources, cleanse and prepare for analysis leading to informed decisions.

REQUIRED QUALIFICATIONS & EXPERIENCE

• A first degree or its equivalent 
• Excellent communication skills (verbal and written)
• Interpersonal relationship and time management skills
• Good knowledge of MS packages (Especially MS Word, MS Excel and Outlook) – A MUST
• 2 years' work experience

Education

• Bachelor of Science (BSc)  (Required)