Lets Write Africa's Story Together!

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

Job Description

Assist with the administration of the Branch by supervising and training staff who maintain production records and ensure that Field Managers are provided with up-to-date information on production factors.

Process and analyse sales advisors’ monthly commission accounts.

Attend to the general administration of the Branch.

Assist with the conservation of business by:

Training the sales force on OIPAEnsuring timeous distribution of unpaid premium notices – liaises with Retail Administration and coordinates the provision of notices to the Field staffPreparing and analysing the retention merit list and making recommendations to Branch Management based on the trends

Analyse lapses and cancellations in order to evaluate market trends and penetration.

Prepare and analyse sales advisors’ productivity records.

Performs simple clerical duties by applying office procedures including answering calls, managing basic financial transactions and recording, typing or word processing, filing, and other ad-hoc activities to increase efficiency.

ResponsibilitiesAdministration

Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.

Document Management

Create, organize, and maintain files containing the correspondence and records of a senior colleague.

Document Preparation

Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software.

Work Scheduling and Allocation

Organize own work schedule in order to get the job done, coordinating with support services and assigning short-term tasks to others if necessary.

Operations Management

Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards.

Internal Client Relationship Management

Help manage internal client relationships by supporting others to build effective working relations.

Operational Compliance

Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Data Collection and Analysis

Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.

Personal Capability Building

Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills

Client Service, Collaboration, Information Collection, Long Term Insurance, Office Administration, Report Writing

Competencies

CollaboratesCommunicates EffectivelyDrives ResultsEnsures AccountabilityPlans and AlignsTech Savvy

Education

Bachelor of Business Administration (BBA): Insurance (Required)

Closing Date

18 March 2025 , 23:59

The Old Mutual Story!