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

Job Requirements (Experience & Qualification)

Matric/Grade12NQF LEVEL 7 Degree, Advance Diploma or postgraduate certificateRegulatory Examination (RE3 – 5 years General Experience 1 year required in financial service industry (banking or insurance).Preference with experience in short term claims account payable roles
 

Authorises payments to clients/authorities using online and in-house payment systems. Works according to a set process and standards. Ensures controls are applied in line with audit and financial requirements. Responds to immediate requirements within procedures. May include administration at a senior level.

ResponsibilitiesCustomer Needs Clarification

Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Financial Products Development

Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible approaches available within established systems.

Solutions Analysis

Interpret data and identify possible answers. Involves navigating a wide variety of processes, procedures, and precedents.

Customer Service

Act as first-line supervisor of a team providing customer service support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues.

Information and Business Advice

Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.

Data Collection and Analysis

Collate and analyze data using preset tools, methods, and formats. Involves working independently.

Operational Compliance

Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Cash Management

Conduct routine tasks in cash management based on the organization's established protocols, such as assisting in cash flow forecasting.

Credit Control and Collections

Analyze aged debtor data and identify root causes of delays in cash collections, taking appropriate action to resolve outstanding payments and referring complex or contentious issues to line management.

Skills

Action Planning, Analytical Thinking, Client Needs Assessments, Consultative Selling, Customer Complaint Management, Customer Understanding, Data Compilation, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

Action Oriented

Builds Networks

Business Insight

Collaborates

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)

Closing Date

05 February 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.

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!