To apply, click on the link at the end of the posts and all the best with your applications.

Head of Interactive Medical Services

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 a dynamic leader with a proven track record in financial management, operations, and customer relationship management? IMS, a leader in digital insurance medical solutions, is seeking a strategic and hands-on MD to drive operational excellence and sustainable growth.
The successful candidate will play a pivotal role in shaping the future of a business that combines innovation with customer-centric solutions. 

Role Description:
•    Manages service level agreements with suppliers. 
•    Sets direction for an operational unit, develops and takes accountability for a business plan which is aligned to segment strategy.  
•    Integrates delivery and metrics across the people, process, finance and customer dimensions of the business.  
•    Manages direct and indirect reports
•    Is accountable for thought leadership and best operating practice in response to external environment.
•    Is accountable for governance of change to the internal environment

Role overview

Are you a dynamic leader with a proven track record in financial management, operations, and customer relationship management? IMS, a leader in digital insurance medical solutions, is seeking a strategic and hands-on MD to drive operational excellence and sustainable growth.

The successful candidate will play a pivotal role in shaping the future of a business that combines innovation with customer-centric solutions.

Role Description:

• Manages service level agreements with suppliers.
• Sets direction for an operational unit, develops and takes accountability for a business plan which is aligned to segment strategy. 
• Integrates delivery and metrics across the people, process, finance and customer dimensions of the business. 
• Manages direct and indirect reports
• Is accountable for thought leadership and best operating practice in response to external environment.
• Is accountable for governance of change to the internal environment

Key Result Areas

Financial Management and Oversight

• Lead annual business planning, budgeting, and financial forecasting.
• Oversee the financial accounting function, including managing cash flow, reviewing financial reports (P&L, debtors, cashflow) and ensuring financial sustainability.
• Direct month-end procedures, manage contractor payments, and ensure accurate customer invoicing.
• Maintain financial controls, oversee banking transactions

Legal and Compliance

• Ensure compliance with statutory and regulatory obligations (VAT, PAYE, company tax).
• Oversee the annual audit, tax returns, and employment equity reporting, ensuring that IMS maintains its Level 1 B-BBEE status.

Customer Relationship Management

• Serve as the primary liaison with customers, handling performance reports, service negotiations, and escalations.
• Lead customer meetings, pricing discussions, and annual fee reviews to foster long-term partnerships and trust.

Business Development

• Identify new business opportunities and explore emerging trends in medical diagnostics (e.g., point-of-care testing, wearable tech).
• Develop innovative solutions to customer needs, while supporting proof-of-concept trials and market research.

Human Resource Leadership

• Champion a positive company culture within the IMS team, leading staff development, skills training, and performance reviews.
• Manage contractor relationships, annual contract renewals, and employee benefits to maintain a competitive employer profile.

IT and System Management

• Direct ongoing development of the iMeds system in collaboration with solution providers to optimise work-management platforms.
• Oversee IT infrastructure procurement, supplier relationships, and key technologies that enable business operations.

Risk and Supplier Management

• Identify and mitigate risks in alignment with industry standards and ensure supplier development meets B-BBEE targets.
• Manage relationships with key suppliers and contractors, ensuring cost-effectiveness and quality service delivery.

Board and Stakeholder Engagement

• Prepare and present strategic business plans, financial reports, and performance metrics to the IMS Board.
• Handle day-to-day queries and provide support to internal and external stakeholders.

Qualifications and Experience required

• Matric; preference for tertiary qualification in commerce-related field
• Minimum of 5 years of proven experience in senior management roles, with a focus on operations or financial management, preferably within healthcare or related industries
• Strong financial acumen, with experience managing budgets, cash flow, and financial reporting.
• Exceptional leadership skills, with experience managing teams and fostering a collaborative work environment.
• A deep understanding of regulatory compliance, risk management, and customer relationship management.
• Ability to manage complex, fast-paced operations and navigate challenges with a solution-oriented mindset.

Competencies

• Strategic
• Leading with Influence
• Collaboration
• Personal Mastery (Learning)
• Innovation (Perspective)
• Execution
• Customer First

SkillsFinancial Management, People Management

CompetenciesBuilds Effective TeamsCommunicates EffectivelyCustomer FocusDirects WorkDrives EngagementDrives Vision and PurposeEnsures AccountabilityFinancial Acumen

EducationMatriculation Certificate (Matric)

Closing Date13 January 2025 , 23:59

Investment Analyst | Diversified Credit

Let’s Write Africa’s Story Together!

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

Job DescriptionnaThe Diversified Credit business is responsible for the Old Mutual Shareholder and Liability Driven Investments (“LDI”) diversified credit mandates. The Team supports the business in delivering on its strategic objectives through sound risk management capabilities achieved through counterparty analysis, demonstrable sector knowledge and expertise, legal analysis and instrument rating.

The Diversified Credit book comprises of diverse credit investments across inter alia Property/REITs, Corporates, Africa and International Credit, State Owned Entities and Municipalities, Securitizations, and Leverage Buy-Outs. This role is responsible for all aspects of credit risk management for portfolio of investments focusing on credit analysis, modelling, review of legal documentation, and ongoing monitoring across both unlisted and listed credit investments. The individual would also be required to support the Head of Credit.

Key Result Areas:

• Counterparty and sector evaluation, legal analysis and instrument structuring and pricing.
• Preparation and presentation of credit/investment proposals to the relevant Credit/ Investment Committee(s).
• Ongoing and proactive monitoring of sector and counterparty developments and verbal and written communication of views and recommendations to key stakeholders to facilitate appropriate action.
• Review and negotiation of legal documents for approved investments for both unlisted and listed transactions.
• Relative quantitative and qualitative risk rating of counterparties and instruments in the various investment portfolios managed including the application of risk scoring methodologies.
• Maintain internal relationships with portfolio managers, debt originators, legal advisors and credit or investment committee members. 
• Stakeholder interaction and relationship building, including interaction with external credit market participants, engaging with counterparties and clients.
• Develop an understanding of the credit market and potential investment opportunities and communication of views to key stakeholders.
• Credit Risk Management Framework: provide input aimed at enhancing existing processes and capabilities.

Skills, Qualifications and Experience:

• CA (SA), CFA or equivalent professional qualification.
• Minimum 2 years post articles relevant experience in Credit Risk.
• Prior unlisted credit experience at an SA bank or asset manager.
• Previous supervisory/managerial experience advantageous.
• Strong understanding of structured credit investment and legal agreements.
• Strong knowledge of credit and fixed income markets.
• Good excel skills (including modelling skills).

Key Attributes and Competencies

• A highly professional approach/work ethic.
• Responsible, self-motivated and enthusiastic.
• Leadership and people skills.
• Attention to detail.
• Excellent planning & organizational skills.
• Excellent technical and analytical skills.
• Excellent communication (written & verbal) skills.
• Ability to work independently with limited guidance.
• Ability to work under pressure and deliver to deadlines.
• Articulate and confident.
• Strong commercial focus.
• Flexibility and intellectual curiosity.
• Ability to multi-task.
• Customer focused attitude.
• Team player.

SkillsCredit, Investments

CompetenciesBusiness InsightCommunicates EffectivelyCourageDecision QualityEnsures AccountabilityFinancial AcumenInstills TrustManages Complexity

Education

Closing Date09 January 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.

Credit Capabilities Manager

Let’s Write Africa’s Story Together!

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

Job DescriptionnaOMF would like to employ a dynamic, motivated and innovative individual to help drive, develop and enhance the automation of credit systems and processes to drive improved efficiencies and customer experience to increase the overall uptake of OMF products and improve credit outcomes. The individual will be responsible for managing and driving the implementation of initiatives across the credit lifecycle, including:
• Originations decision engine
• Payment systems and mechanisms
• Rules for the ongoing management of accounts
• Escalation rules to drive effective collections

• Manage and document the decision engines used for the origination and account management of accounts.
• Help drive optimisation of credit systems.
• Effectively manage the process for making changes to credit rules impacting the origination and management of existing accounts.
• Effective translation of strategic changes into IT requirements, playing the role of SME.
• Management of stakeholders to ensure that required inputs are received timeously to ensure implementation remain in timelines.
• Establish an effective framework for testing changes before implementation of changes
• Drive the change management process to inform key stakeholders of changes and their implications.
• Onboarding and management of the relationships with external vendors, helping to ensure the realization of strategic objectives.
• Ensure alignment of key stakeholders throughout projects · Drive the prioritization of credit projects within the wider organization.
• Assist in the response to queries regarding the outcomes of credit outcome.
• Ensuring that the data is available to effectively track the outcomes of system changes.

Minimum requirements:

• Graduate qualification in computer science, engineering, maths or related field
• Minimum of 5 – 10 years working within a retail credit environment, with a specific focus on implementing of strategic and regulatory projects into the system for execution.

Competencies:

• Collaboration (Relating)
• Stakeholder management
• Customer First
• Execution
• Strategic
• Innovation (Perspective)
• Personal Mastery (Learning)
• Articulating information
• Challenging ideas
• Embracing and driving change

Skills

CompetenciesBusiness InsightCultivates InnovationManages ComplexityOptimizes Work ProcessesSituational AdaptabilityStrategic Mindset

Education

Closing Date02 January 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.

Investment Analyst OM ESD Fund

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

na

Role overview

The Old Mutual Social Investment Cluster has a mandate to drive the implementation of the Enterprise Supplier Development (ESD). The primary purpose of ESD is to:

• Support inclusive economic growth and job creation through investment in SMEs within the OML entrepreneurship ecosystem.
• Ensure shared value between OML and SMEs supported and sustainability of the ESD Fund
• Derive overall strategic benefit to OML segments.

Role Description / Key Performance Areas

The Old Mutual ESD Fund is seeking to appoint an investment analyst with aspirations becoming an unlisted investment specialist. This role is critical in the sourcing, screening, selection and assessment of suitable investment opportunities for funding.

The role requires an individual with ability to drive the strategic functioning of ESD that ranges from identifying a tangible pipeline that will result in ESD opportunities i.e.

• Perform detailed investment  analyses.
• Manage the operations of the ESD Pty companies.
• Post investment monitoring including periodical performance reporting to Investment Committees and various OML Boards.
•  Assessment of funding applications per the investment guidelines and mandates as well as evaluating the viability of the transactions by participating in the due diligence process.
• Analysing financial statements and modelling of financial projections for funding purposes. The incumbent must be able interact with clients and colleagues from other segments and wider stakeholders.
• The successful candidate must display a passion for SME development.
• The role also requires strong report writing skills.

Business Development

• Identifies funding and value creation opportunities.
• Implements loan financing and monitors progress, including repayments and business growth.
• Evaluate viability and long-term sustainability of the business and prepares and presents a motivation to the Investment Committee.
• Performs due diligence company valuation.

Communication & Reporting

•  Prepares reports to IC, Manager of ESD and exco of Social Investment Cluster regularly, Responsible Board Exco and Board reporting. This may be include annual reports to DTI as well.

Relationship Building

• Develops collaborative relationships between segments, sponsors and ESD team.
• Represents ESD & OML where needed externally.

Strategy

• Delivers the ESD strategy, business planning and projects.
• Adhere to and refine the ESD Operating.

Qualifications & Experience

• Suitable financial qualification – CA (SA) or B Com (Hons) with 3- 5 years relevant investments experience.
• Prior experience in equity/mezzanine/debt financing will be advantageous

Personal Attributes

• Possess a robust, high-level technical understanding of equity/mezzanine/debt finance.
• Ability to be effective in a complex organisation, through a structured approach.
• Have a track record of accomplishment of being able to learn and adapt to new environments quickly.
• Demonstrates the ability to gain commitment from others, in order to drive effective delivery.
• Comfortable managing relationships with a wide range of stakeholders.
• Strong qualitative and quantitative valuation, analytical, and financial skills.
• Be an excellent communicator, able to summarise complex situations to essential points, and draft documents at appropriate level for review of senior management.
• Advanced knowledge of MS Excel, Word and PowerPoint.
• Take responsibility for own deliverables, and can manage own time and prioritise as required.
• Able to analyse complex data, draw conclusions and compile reports of a high standard on findings.
• Knowledge of Financial Modelling
• Able to remain organised while working across multiple projects and manage stress.
• Identifies, understands and acts on broader opportunities in order to drive longer-term value-adding change.
• Demonstrates a willingness to take calculated risks to achieve stretched performance goals.
• Displays consistent drive and perseverance in order to deliver tangible results and execution focused.
• Be collaborative by proactively establishing and maintaining relationships. Able to handle a wide range of relationship challenges including conflict and gaining trust to collaborate.

Skills

CompetenciesBusiness InsightCollaboratesCommunicates EffectivelyDecision QualityEnsures AccountabilityFinancial AcumenInstills TrustManages Complexity

EducationChartered Accountant (Required)

Closing Date09 January 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.

Graduate Analyst: 6 months fixed term contract

Let’s Write Africa’s Story Together!

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

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.

As an analyst, your duties will include reviewing screening (PEP, Sanctions and Adverse Media) alerts on Nice Actimize to determine if an alert is false positive or a true match. In the event of a true match, you will be required to escalate these cases to senior management.

Key Outputs

• Review all alerts for PEP, Sanction and Adverse media triggers of possible matches.
• Conduct independent research to gather and record data from internal systems, commercial databases, and the Internet.
• Compiling detailed reasoning for true matches.
• Escalation of true matches to senior management for approval.
• Assist with ad hoc screening.
• Handle simplified due diligence investigations to support policies and procedures.
• Ensure efficient identification, monitoring and reporting of accounts considered high risk.
• Stay current with money laundering and terrorist financing policies, regulations, criminal typologies, industry best practices, and developing trends.
• Help in identifying potential weaknesses in processes.
• Act as a subject matter expert to employees, providing guidance on what actions to take in dealing with high-risk accounts related to PEPs, Sanctions and Adverse media customers.
• Ensure proper record-keeping of data collected and analysed.
• Write and prepare suspicious activity reports (SARs &TFARs) when applicable

Qualifications:

• Matric
• LLB or Forensic degree
• Must have attained 60% across their studies, please include a copy of your academic record

Knowledge:

• Computer literacy and proficiency in Microsoft Office Suite (Word, Excel, Project, PowerPoint)
• Ability to use pivot tables and work with an advanced statistical database and statistical methods and functions
• Familiarity with AML issues concerning onboarding new customers
• Anti-Money Laundering diploma or similar qualifications an advantage

Skills:

• Superior analytical skills
• Ability to organize and analyze complex data sets
• Ability to easily grasp and comprehend AML risks specific to a particular business unit and develop extensive user requirements as well as recommend automated solutions to reduce those risks
• Experience using data mining/analytical tools and KYC automated solutions would be a distinct advantage
• Strong research skills and experience working with online research tools

Key behavioural skills and attributes that would make a candidate successful in this role:

• Strong interpersonal and organizational skills
• Successful candidate must be detail-oriented

Responsibilities

Client Issue Diagnosis

Collate and conduct initial analysis of the information gathered through interviews and research to support the diagnosis of underlying client issues and problems and the design of single solutions.

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.

Community of Practice Management

Participate in a community of practice in a defined area of expertise or consulting to begin to build own expertise.

Product/Service Information

Provide advanced product/service information and respond to basic customer questions about the product/service.

Data Collection and Analysis

Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.

Knowledge Management

Collect and create content, best practices, and case studies to capture and share knowledge.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Solutions Analysis

Find the most effective ways to respond to routine functional inquiries. Involves following procedures and precedents.

Operational Compliance

Develop knowledge and understanding of the organization’s policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Improvement/Innovation

Implement improvements and provide feedback on them. Use change management systems and protocols to provide routine support services.

SkillsAnalytical Tools, Business Case Development, Client Needs Analysis, Consulting, Customer Complaint Management, Customer Service, Customer Service Delivery, Customer Service Operations, Customer Technical Support, Data Compilation, Developing Creative Solutions, Due Diligence, Evaluating Information, Knowledge Management, Legal Practices, Oral Communications, Research Tools, Service to Sales, Solution Analysis

EducationBachelor Of Laws (LLB): Law (Required), Bachelors Degree (B): Forensic Science (Required)

Author Your Story with Old Mutual.

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.

Assistant Regulatory Accountant

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

The role is responsible for providing assistance with Old Mutual Life Assurance Company (South Africa) Limited’s (OMLAC (SA)) regulatory reporting to the Prudential Authority (PA) as well as other regulatory bodies and stakeholders. The role will report to the Regulatory Reporting Manager.

The successful candidate will be responsible for:

• Preparing the quarterly, bi–annual and annual South African Reserve Bank returns (B30, B31, C68, B16 and B21).
• Performing analytical reviews to explain movements as reported in the SARB returns.
• Creating and maintaining the list of local and foreign instruments and ensuring alignment of this across all the SARB returns.
• Working closely with the Investment Repository team to ensure that all assets are correctly reported for SARB reporting (i.e. Asset categorisation, sector categorisation, etc.)
• Driving the process to collate information (for example, premiums and claims) from the Business Units that is required for the various regulatory returns and analysing the data received to identify and explain significant movements.
• Preparing the SAM quarterly and annual premiums, claims and policy counts QRT’s.
• Collation of the participation information.
• Providing assistance with the preparation of other ad hoc regulatory reports or requests.
• Working within a team to ensure all submission deadlines are met.
• Adhering to very strict timelines to meet deadlines as set by the regulators.

Requirements:

• Recent BCom/Business Science graduate
• Minimum 2 years working experience in financial services
• HFM experience advantageous
• SAM and SARB reporting experience advantageous
• Attention to detail
• Ability to work with large volumes of data
• Strong analytical skills
• Good communication skills
• Able to assimilate a significant amount of information
• Able to work under pressure in a stressful environment
• Motivated self-starter
• Team player
• Proficient in Excel

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.Prepares reports on the organisation’s cash flow by checking the accuracy of the records, the bank account entries and transactions, and the movement of values. Maintains appropriate records for the short- and medium-term analysis and its forecast.

Responsibilities

Treasury

Deliver operational plans in line with the overall treasury strategy.

Data Collection and Analysis

Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.

Data Management

Help others get the most out of data management systems by providing support and advice.

Insights and Reporting

Contribute to the preparation of various data and analytics reports.

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.

Financial Policies, Guidelines, and Protocols

Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.

Document Preparation

Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.

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.

Financial Management and Control

Track progress against budgets within established finance systems, and report variances to more senior colleagues.

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.

SkillsAccounting, Action Planning, Budget Management, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Data Modeling, Evaluating Information, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Report Review

CompetenciesBuilds NetworksBusiness InsightCollaboratesCourageDrives ResultsEnsures AccountabilityFinancial AcumenManages Complexity

EducationNQF Level 7 – Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date16 January 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.

Senior Business Support Specialist

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

Delivery within agreed timeframes

o Ability to understand the broader business context

o Monitor production environment

o Record, monitor and resolve incidents

o Perform root cause analysis, data analysis, problem solve and proactively manage reoccurrences

o Gather and document data and reporting requirements

o Produce self-service BI reports

o Test and quality assure final output

o Facilitate implementation and delivery to stakeholders

o Communicate effectively regarding support related activities

o Available to provide 24/7 first-tier standby support for production processes

o Acts as a super user on Data Capability BI applications

· Personal effectiveness

o Accountable for service delivery through own efforts

o Collaborates effectively with others to meet deliveries

o Takes ownership of assigned tasks

o Communicates clearly and timeously

o Problem solving aptitude

o Ability to work under pressure and meet strict deadlines

o Willing and able to learn quickly and able to handle change

o Aligns to ways of working and team culture

o Knowledge and/or experience of working within either Agile and other project methodologies

Requirements

· Tertiary qualification in Information Technology or related fields

· Relevant analytical, data management and/or BI experience in Financial Services

· Project or BAU Support role experience

· Skilled in Microsoft Excel, Microsoft Power Pivot, TeamFoundationServer

· Advantageous: experience in Business Intelligence ReportingProvides specialist support to high volumes of customers, handling complex queries Provides expert product and service knowledge that may lead to large sales generation.

Responsibilities

Product/Service Information

Lead teams that deliver product/service information; adhere to predefined messaging/positioning of product/service.

Customer Order Processing

Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required.

Resolving Customer Issues

Aggregate customer issues and collate the most commonly raised issues in order to create/develop response strategy.

Customer Relationship Development / Prospecting

Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.

Customer Relationship Management (CRM) Data

Monitor team members’ use of the CRM system, identifying and resolving standard issues and escalating them to a senior manager as appropriate.

Customer Needs Clarification

Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer’s level of interest and to identify and respond to areas requiring further information or explanation.

Renewals

Help drive customer renewals through exceptional service, supporting the sales teams as required.

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.

SkillsConsultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

CompetenciesAction OrientedCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityDirects WorkInterpersonal SavvyManages Complexity

EducationNQF Level 5 – Higher, Advance or Occupational Certificate or equivalent

Closing Date09 January 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.

Senior Actuarial Specialist – Group Risk Pricing

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

Qualifications and Experience required

• Actuarial student making good progress with actuarial exams (exceptional candidates who don’t meet this requirement may be considered)
• Exposure to group risk products or group risk pricing roles would be a distinct advantage
• At least 3 years’ actuarial work experience
• Strong analytical and technical skills
• Strong VBA and excel skills
• Intermediate Power BI skills
• Intermediate R/Python skills
• Strong problem-solving ability
• Strong business acumen
• Ability to complete tasks and projects within agreed timelines with limited guidance
• Good communication skills and have the ability to work across teams and to interact and collaborate effectively with various stakeholders
• Ability to think different in developing client-centric solutions

Please note that the appointments may be made at a lower role size depending on the successful candidates’ experience and exam progress.

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.Examines and summarizes statistical data by applying mathematical and statistical knowledge to unpaid claim liability, trend analysis, rate formula, forecasting, and premium analysis. Participates in the preparation of annual statements, calculation of tax related issues, and drafting of business coverage forms. OML roles mapped to this profile are: Senior Actuarial Specialist, Senior Actuarial Specialist (OMAO) and Senior Specialist: Actuarial Underwriting.

Responsibilities

Actuarial Analysis, Assumptions and Insights

Analyze, interpret, and present data ensuring the completeness, accuracy, and appropriateness of all insurance data used in order to contribute to the production of actuarial analyses, assumptions and insights. Conduct research and request relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.

Actuarial Calculation of Funding Requirement

Contribute to the evaluation of funding contributions, like employee benefit schemes, and to the development of recommendations for future funding contribution levels.

Actuarial Model Creation and Maintenance

Develop and maintain actuarial models, ensuring that the underlying structure of the actuarial assumptions are fully validated and that the models can be integrated into wider business models to enable actuarial analysis, financial reporting, and regulatory compliance.

Actuarial Product Development & Management

Develop proposals for new product features and benefits and for the improvement and management of existing products that create competitive advantage, that are viable in relation to the organization’s risk appetite and financial objectives, and that meet regulatory requirements.

Organizational Risk Management

Ensure the organization is not exposed to undue risks by using risk, financial management and control systems to achieve specific goals within a designated area of the business.

Actuarial Financial Reporting

Produce complex actuarial financial information, ensuring the accurate completion of delegated elements of the process to contribute to the production of statutory and non-statutory reports and other disclosures.

Compliance

Maintain and renew a deep knowledge and understanding of the organization’s policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. OR Identify, within the team, patterns of non-compliance with the organization’s policies and procedures, and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.

Improvement/Innovation

Identify shortcomings in existing processes, systems, and procedures, and use established change management programs to address them.

SkillsAnalytical Thinking, Computer Literacy, Data Compilation, Data Controls, Executing Plans, Information Management, Insurance Product Management, Insurance Sales, Legal Practices, Market Analysis, Numerical Aptitude, Risk Management

CompetenciesBalances StakeholdersBuilds NetworksBusiness InsightCollaboratesCommunicates EffectivelyCultivates InnovationDecision QualityDrives Results

EducationNQF Level 7 – Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date30 January 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.

Intermediate Actuarial Specialist (New Entrant)

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

A minimum of 7 Actuarial exams are needed for this role.

Please note that the appointments may be made at a lower role size depending on the successful candidates’ experience and exam progress. Performs assignments of a variety actuarial-related tasks, e.g., compilation and analysis of losses and reserves. Develops and enhances procedures including review for actuarial soundness. Analyzes completed work for reasonableness and accuracy, and may recommend specific courses of action. OML roles mapped to this profile are: Intermediate Actuarial Specialist, Intermediate Actuarial Specialist (OMAO), Intermediate Actuarial Specialist New Entrant and Specialist: Actuarial Underwriting.

Responsibilities

Actuarial Analysis, Assumptions and Insights

Analyze and present data using pre-set tools, methods, and formats, testing completed work for reasonableness and accuracy to contribute to the production of actuarial analyses, assumption setting and insights. Produce accurate reports for others by requesting data from a variety of standard sources and inputting that data into standard formats.

Actuarial Financial Reporting

Carry out complex actuarial analyses to contribute to the production of statutory and non-statutory financial reports and other disclosures.

Actuarial Model Creation and Maintenance

Contribute to the development and maintenance of actuarial models through analysis to identify and validate the structure of underlying actuarial assumptions.

Actuarial Product Development & Management

Carry out complex analyses of own organization and competitor products to support the identification of opportunities for creating competitive advantage in existing or new products and ensuring their continuous management.

Organizational Risk Management

Keep track of risk, financial management and control parameters, identifying any more deviations and reporting them to more senior colleagues. Involves working within established risk management systems.

Actuarial Calculation of Funding Requirement

Carry out complex analyses of funding contributions, like employee benefit programs, to support the evaluation of scheme funding requirements.

Compliance

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

Improvement/Innovation

Implement improvements and provide feedback on them. Use change management systems and protocols to provide routine support services.

SkillsComputer Literacy, Data Compilation, Data Controls, Executing Plans, Information Management, Insurance Product Management, Insurance Sales, Legal Practices, Numerical Aptitude, Risk Management

CompetenciesAction OrientedBalances StakeholdersBuilds NetworksBusiness InsightCollaboratesCommunicates EffectivelyCultivates InnovationDecision Quality

EducationNQF Level 7 – Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date30 January 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.

Commercial Insurance Specialist

Let’s Write Africa’s Story Together!

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

Job DescriptionProvide 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 Date31 January 2025

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.

Click here to apply

We wish you all the best with your applications.

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