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 April 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!
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