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Job Description

This role utilises 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
• 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)

ORGANISATION STRUCTURE

(WHERE IS THE ROLE LOCATED IN THE HIERARCHY)
The role reports into the Regional Operations Manager (ROM).

Location: Sandton, Gauteng

Skills

Document Processing, Quality Assurance (QA), Relationship Building

Education

Matriculation Certificate (Matric) (Required)

Closing Date

07 November 2024

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.

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