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 role aims to provide complex administrative support to the Corporate Distribution team.

Quotes

Monitor and manage quotation requests, ensuring timely receipt and acknowledgment. Independently handle Easy Quote Requests, with consultants overseeing the verification process.

Review quote request documentation, identify missing information, and collaborate with consultants to complete requests promptly.

Launches

Participate in the completion of launch documentation, ensuring all requirements are met.

Check launches and dispatch launches, following up to ensure successful execution.

Prepare welcome letters and take-on plans for consultant reviews.

Compliance/Mandates

Assist to resolve compliance issues.

Manage mandated intermediaries with no business on book and follow the mandate revoke process. •

Support the mandating process by meticulously reviewing documents and facilitating account creation.

 CRM

Conduct regular clean-ups of the CRM system.

Load marketing lists as needed, ensuring accuracy and relevance.

Annual ARFR

Contact non-focus Imeds post-annual reviews, working through review documents and identifying improvement opportunities.

Prompt broker consultants to conduct review discussions, request confirmations, maintain records, and follow up on outstanding confirmations.

FWP – Fund Education

Supporting with the preparation of slides to support FWP

Ad hoc

Provide support for ad hoc tasks as required by the team

Role Requirements: Skills, Qualifications and Experience

Matric

NQF Level 5 or above qualification

Experience in Employee Benefits

Excellent interpersonal skills

Strong organizational and multitasking skills

Attention to detail and ability to work independently

Excellent communication skills and presentation skills

Knowledge of PowerPoint, Excel, Word and CRM

Skills

Education

Closing Date

21 June 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.

The Old Mutual Story!