Jobs at Old Mutual

Job Description

This role is responsible for providing Executive support to the Group Human Capital Executive and Group Risk, Compliance and Sustainability Executive. Key responsibility for the role is in reporting, analytics and personal assistance support. The individual is accountable for achieving results through own efforts.

 KEY TASKS AND RESPONSIBILITIES

Reporting and Analytics:

• Collates statistical information in predetermined formats or formats developed by the individual.
• Integrates data into daily, weekly and monthly reports.
• Builds and enhances databases when required.
• Translate complex data and/or instructions into meaningful outcomes.
• Required to interpret data and provide meaningful recommendations to the business.

Administration Role:

• Performs secretarial duties for the Executive.
• Manages queries on behalf of the Executive and performs delegated tasks.
• Ensures that the executive is equipped with necessary documentation to proceed with meetings.
• Manages diaries.
• Provides corporate office with support in relation to arranging functions, venue bookings, making travel arrangements when necessary
• Responsible for office infrastructure, e.g. office equipment and ordering of stationery.
• Maintains confidentiality of information
• Strong focus on dealing with escalated queries from clients, customers and other stakeholders (with potential for brand damage).
• Often accountable for the resolution of escalations without the involvement of the senior manager.
• Minute taking and developing non-standard reports, minutes, presentations and correspondence.
• Accountable for completing tasks of a personal nature on behalf of the Executive.
• High level of contact with external parties, stakeholders and clients / customers (Company CEOs, Executives etc.).
• Could be accountable for the management of a budget or significant spending on a budget.

 SKILLS AND COMPETENCIES

• Strong understanding of the business
• High level of ownership and independence
• Stakeholder management skills
• Communication skills
• Professional ethics – confidentiality, Integrity, accountable, trust, championing the customer, embracing diversity, general conduct.
• Teamwork
• Excellent planning and organizational skills
• Excellent verbal and written communication skills
• Analytical and report writing skills

KNOWLEDGE, EXPERIENCE & QUALIFICATIONS

• Degree in any business-related course, actuarial, finance etc.
• Professional courses i.e., in data management or analytics, report writing, secretarial work etc.
• 3 years’ experience

Apply Here > Executive Assistant

Job Description

To assess, price and determine terms for risks presented within set standards of service in a manner to ensure quality selection of risks and enforce underwriting controls, implement underwriting guidelines, processes, and procedures to ensure quality underwriting and business.

PRINCIPAL ACCOUNTABILITIES.

• Reviewing the risks accepted from branches to ensure they are within the set underwriting guidelines and are covered under the reinsurance Programme.
• Providing technical advice to branch staff on rating and underwriting of complex risks to ensure safe profitable distribution of risk.
• Managing branch underwriting processes like business on boarding, completeness of on boarding documentation, risk surveys and valuations, policy documentation issuance, certificates management, cancellations and refunds, review of underwriting manual.
• Providing technical support and input on product development and business innovation initiatives to ensure continuous review of existing products to meet changing market needs.
• Review and approval of risk pricing and quote requests coming through branch channels.
• Response to daily operational queries from the branch channel to ensure smooth operation and efficient customer experience within the stipulated turnaround times.
• Reviewing of underwriting business processes, systems, and standard operating procedures to meet the changing business needs and emerging control environment risks.
• Preparation and submission of monthly underwriting returns to IRA
• Preparation and update of all compliance, risks, events, indicators, and actions into the risk management system.
• Auditing and monitoring compliance levels on various compliance issues such underwriting documentation, risk cessioning in the system and compliance with filled and reinsurance rates
• Review and approval of policy schedules and documents from the branch channels to ensure accuracy, clarity, and correctness of the same.
• Identify process and product training needs of branch staff and organizing relevant trainings to fit such identified gaps
• Coaching and mentoring branch staff on underwriting guidelines, standard operating procedures, and technical product knowledge

KNOWLEDGE AND EXPERIENCE.

Qualifications:

• Degree in insurance, actuarial or business related.
• Professional qualification (CII or IIK) or good progress

Experience:

• Minimum 5 years’ experience

SKILLS AND COMPETENCIES.

• Sound Technical Underwriting skills
• Intensive and extensive product knowledge
• People Management and overall managerial skills
• Good analytical skills
• Customer service skills
• Good Communication Skills
• Computer Literate with good knowledge of Excel

Apply Here > Senior Underwriter – Branch Operations

Job Description

• Enforce underwriting controls including on-barding, certificates, booking of business, documentation.
• Implement underwriting guidelines, process, and procedure to ensure quality underwriting and business.
• Ensure profitability of the branch through quality control and on-boarding.
• Quality documentation timely turn around – TAT and.
• Excellent customer service and retention support.

KEY RESPONSIBILITIES

• Enforce underwriting controls.
• Ensure clean and accurate data capture.
• Timely preparation of quotations and follow up.
• Debiting of premiums and processing of policy documents within set timelines.
• Processing and checking of underwriting Documents.
• Issuing & signing of Motor Certificates and Yellow cards.
• Ensure that work is done within the set standards of service and TAT.
• Give quality customer service to all clients.
• Safe keeping of security documents.
• Daily scanning and indexing of mails.
• Initiating motor valuation and follow up.
• Adherence to the credit control policy.
• Follow up renewals and ensure maximum retention of profitable accounts.
• Timely processing refunds and follow up.
• 100% Adherence to the authority matrix.
• Ensure registry is fully maintained, orderly and up to date.
•  Ensure compliance of AML and PEP guidelines.
• Ensure cross sale and up sale opportunities are maximized.
• Perform any other duties as may be required by the management.

SKILLS AND COMPETENCIES

• Basic Underwriting skills and product knowledge.
• Customer service skills.
• Good Communication Skills.
• Computer Literate.

QUALIFICATIONS (Academic, Professional, Experience)

Qualifications:

• Degree preferably insurance.

Experience:

• 1 year and above.

Apply Here > Customer Service Officer – Nakuru Branch

Job Description

This role is responsible for managing projects across businesses and functions, in order to meet strategic business objectives. The role incumbent is responsible for planning, executing and evaluating projects according to predetermined methodologies, timelines and budgets. Typically reporting into a Business Project Manager/ Programme Manager, this role is expected to recruit and manage project teams, ensuring quality control throughout the project lifecycle. He/she will be expected to work on medium complexity projects, typically projects with a single focus.

KEY TASKS AND RESPONSIBILITIES

Project Scoping

• Understand the business requirements/brief and objectives/benefits for a new project, and based thereon contract with the project stakeholders on parameters that define the technical and business scope of the project.
• With the required background from business case/requirements, document the project scope within the PID

Change request & Change control

• Manage the change control process by undertaking the following:
  • Be aware of potential changes to the baseline scope of the project that may require the initiation of the change control process
  • Understand and communicate to project stakeholders the impact (i.e. time/cost) of these changes to the project
  • Initiate the change control process and get necessary approvals
  • Re-baseline changes to project schedule, plan, business case/benefits plan and costs
  • Ensure change log is updated.

Project planning & execution

• Assist with/ co-facilitate initiation engagement and agreement with SME’s/business owners (project stakeholders) surrounding business case translation into project components, approach, key stakeholders etc.
• Establishes the target project plan.
• Undertake required analysis to formulate and sign-off the project schedule
• Utilise the outcome from the engagement session with Business owners/PM (project stakeholders) as well as the project schedule to augment the PID
• Monitor, control and manage the execution of the project according to the plan.

Facilitate project meetings and undertake required reporting on project status and performance

Quality Management

• Confirm and adhere to the quality approach to achieving quality including quality standards, controls and governances, processes and measures and build these into the project plan.
• Execute on quality components through duration of the project. Correct and/or escalate non-compliance to quality components timeously.

Project Expense & Benefits Management

Undertake sound cost and benefits management and controls of the project through:

• Sound cost estimation based on effort estimation (project scoping).
• Refine cost options and engage with PM/ business owner (project stakeholders) to finalise the budget
• Establish a baseline to control the costs of the project throughout the project life cycle
• Undertake cost-benefit analysis to determine ROI for project.
• Track benefit metrics as agreed with PM/ business owner
• Update the project business case with the changing scenarios and plans.
• Create a robust project budget.
• Manage budget and monitor expenses and costs.
• Undertake forecasting and reporting on projected project costs.
• Undertake monthly budget reconciliations, BVARS, Journals, corrections etc.
  • Instill and drive practices, culture and processes for cost saving and efficiency through the project life cycle

Risk, Opportunity & Issue Management

• Undertake ongoing identification, assessment and monitoring of all project risks/ opportunities/ issues to determine their relevance and impact on the project
• Communicate and create awareness of any relevant issues/ risks/ opportunity with the project team
• Facilitate a process with stakeholders to identify and plan sound risk mitigation and contingency solutions
• Communicate these to individuals in accordance with the escalation process.
• Monitor and ensure implementation of these plans

Monitor and drive these solutions to ensure their effective implementation, and update project plans if required

Stakeholder Engagement

• Develop a stakeholder management plan that will effectively engage with key stakeholders/vendors relevant to the project over the project life cycle
• Execute the stakeholder management plan by engaging, communicating, influencing commitment/ alignment for decisions and actions that will ensure project success
• Manage competing demands from stakeholders and negotiate conflicts to find workable solutions
• Understand and ensure adherence to all governance structures and approval protocols for project decisions
• Plan and execute proper project communication processes/ management, largely within the project structure, over the course of the project life cycle including communication channels and methods that will be used to share the project performance data, project progress.
• Ensure there is an appropriate change management plan and process followed for the project.

Procurement & contract management

• Understand the terms and conditions of the vendor contract(s) being used on the project
  • Manage cost, quality and delivery of work, according to the contract terms over its duration

Ongoing vendor and contract management (at an operational level) oversight for the duration of the contract on the project.  Address and escalate any issues timeously.

Team effectiveness

• Build and manage an effective project team in terms of:
  • Positive team culture, dynamics and values, and team conflicts.
  • Resource allocation, skills identification and development
  • Contracting, monitoring, management and delivery of project tasks and outcomes
  • Recognition, motivation and support (wellness)

Coach and supervise junior PMs

SKILLS AND COMPETENCIES

• Leading with Influence: Influences and rallies people behind common goals and inspires others to exceed expectations. Actively supports the growth and performance of people around them. Communicates clear strategies and objectives for own function.
• Innovative (Perspective): Demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Generates creative/out-of-the-box solutions. Challenges the status quo and/or demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Generates new perspectives that allow a more creative approach to be followed. Willing to take calculated risks when introducing novel ideas.
• Execution: Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.
• Customer First; Puts the customer at the heart of business decisions and drives to improve value for customers. Builds inspiring customer relationships. Being a customer champion and being responsive to customer needs so as to improve our speed to market.
• Personal mastery: Learns and actively works to build self-awareness; develop through experience and feedback from others. Copes effectively with stress and has the resilience to take on stretching and challenging assignments which carry a risk of failure. Adjusts effectively to work within new work structures; processes; requirements, or cultures.
• Collaboration: Proactively establishes and maintains relationships. Values driven in relating to others. Engenders trust, respect and the building of meaningful relationships across a variety of contexts. Able to handle a wide range of relational challenges including conflict and confrontation to collaborate across boundaries.
• Strategic: Identifies, understands and acts on broader opportunities in order to drive longer-term value-adding change. Identifies and acts on market and/or competitor trends/opportunities to set, develop and drive out value adding change. Is able to understand, identify and act on broader opportunities in order to drive longer-term, value-adding change. Applies judgement effectively.  Identifies and acts on market and/or competitor trends/opportunities to set, develop and drive out strategic value adding change.

KNOWLEDGE & EXPERIENCE

• Excellent communication, management and interpersonal skills.
• Builds strong relationships.
• Ability to run effective project meetings, workshops and conferences.
• Knowledge of different project management methodologies.
• Solid technical understanding.
• Strong analytical skills.
• Strong leadership skills.
• Willingness to learn.
• Bachelor’s degrees in project management, business management or related field, graduate degree preferred.
• PMP certification preferred.

QUALIFICATIONS

• University Degree, 3 years Relevant Experience, Accredited Project Management Certification e.g. PMI, Prince2, Agile

Apply Here > Fixed Term: Intermediate Project Manager

Job Description

As a Human Capital Business Partner, the role is pivotal in fostering a positive and productive work environment for the sales force. You will be responsible for aligning human capital initiatives with business objectives to deliver on the Integrated Financial Services (IFS) model adopted by the Group, ensuring that agents/advisor/sales consultants receive the necessary support to thrive in their roles. Your focus will be on talent acquisition, career progression, performance management, employee relations, co-ordinating learning & development, recognition and fostering a culture of excellence within the agency/advisor/sales consultant force of the Group.

KEY TASKS AND RESPONSIBILITIES

Talent Acquisition:

• Collaborate with recruiting teams to identify and attract top talent for sales force roles.
• Develop and implement recruitment strategies to fill vacancies efficiently.
• Support the recruitment teams in assessing candidate suitability for agent, advisor, sales consultants and agency/sales manager positions.
• Improve the Graduate Sales Program processes to attract and retain quality trainees
• Continually revamp the Advisor Value Proposition
• Drive a fit for purpose Advisor Value proposition

Performance Management

• Implement performance management processes to set clear expectations and goals.
• Provide ongoing coaching and feedback to agents to enhance performance and development.
• Conduct performance evaluations and facilitate performance improvement plans as necessary.
• Drive advisor productivity management through the intermediary portal
• Leverage on the Sales Capability Academy Program to continuously upskill the retail workforce
• Provide a career path of agents, advisors and sales consultants
• Ensure that career progression is linked to productivity, culture and leadership

Employee Relations:

• Serve as a primary point of contact for Agency and Sales Manager relations issues, including conflict resolution and disciplinary actions.
• Conduct investigations into complaints or concerns and recommend appropriate resolutions.
• Promote a positive and inclusive work environment by addressing issues related to diversity, equity, and inclusion.

Learning and Development:

• Identify training needs for agents, advisors, sales consultants and coordinate relevant training programs.
• Partner with training resources to develop and deliver training sessions on product knowledge, sales techniques, culture & brand leadership and regulatory requirements.
• Monitor the effectiveness of training initiatives and adjust as needed.

Policy and Compliance:

• Ensure compliance with all applicable laws, regulations, and company policies related to employment practices.
• Advise management on HR-related legal issues and best practices.
• Review and update HR policies and procedures to reflect changes in regulations or business needs.

Data Analysis and Reporting:

• Collect and analyse HC data to identify trends and make recommendations for improvement.
• Prepare regular reports on key HC metrics, such as turnover rates, recruitment metrics, and engagement scores.
• Utilize data insights to inform decision-making and drive continuous improvement in HR practices.

Benefits Processing

• Oversee remuneration model implementation and support any changes proposed by the business
• Manage commission processing and payment
• Review and manage benefits offering

Change Management

• Support implementation of the group distribution and IFS strategies
• Facilitate the necessary change management to drive the right change within the distribution space

SKILLS, KNOWLEDGE & COMPETENCIES

• Good knowledge of the financial services industry and regulatory frameworks.
• Good knowledge of competition landscape of insurance, banking and asset management sectors
• Understanding and appreciation of fiduciary responsibility, personal integrity and professionalism.
• Business focus: commercially astute, attuned to regulatory and statutory obligations; understand the local and regional business environment. In tune with business and client priorities.
• Ethical behaviour and business practices: ensures own behaviour and the behaviour of others is consistent with ethical standards and acceptable business practices. Aligned to the values of the business.
• Adaptability to change: ability to support process improvement and the development of technology to achieve business goals. Decisively responds to challenges in a changing environment and has the ability to influence change within others and cause positive outcomes.
• Problem solver/ takes decisions: Capacity for sound judgment and the ability to think strategically. Enthusiastic, pragmatic and energetic hands-on individual with an entrepreneurial spirit and a bias towards action and resolving issues quickly . Interpersonal skills and fosters teamwork: Has a strong presence and can interact effectively with the relevant governance and team structures in place in the business. Able to build relationships, influence, motivate and encourage consensus amongst peers, clients and stakeholders at all levels and of different cultures and capacities, to produce high quality results
• Effective communicator: communicates in a clear and timely manner using appropriate and effective communication tools and techniques.
• Organiser/ planner: ability to manage competing priorities in a high pressure environment. Sets priorities and goals, and monitors progress. Implements action plans and evaluates process and results.

QUALIFICATIONS & EXPERIENCE

• Bachelor’s degree in human resources, Business Administration, or a related field.
• 3+ years of experience in business roles, preferably in a business partner or generalist capacity.
• Experience working in the financial services industry or supporting sales teams is highly desirable.
• Strong knowledge of employment laws and regulations.
• Excellent interpersonal and communication skills.
• Ability to handle sensitive and confidential information with discretion.
• Proven ability to multitask and prioritize in a fast-paced environment.
• Proficiency in HRIS systems; digital platforms and Microsoft Office Suite.

Apply Here > Group HCBP, Distribution & IFS Enablement

Job Description

As the Lead Data Insights & Analytics, you will be responsible for driving data-driven decision-making processes within the organization. Your role encompasses leading a team of data scientists, developing, and implementing machine learning models, and effectively communicating insights to stakeholders. You will play a crucial part in leveraging data to drive business strategy and improve operational efficiency. Jobs at Old Mutual

KEY TASKS AND RESPONSIBILITIES

• Lead and manage a team of data scientists to deliver actionable insights and analytics solutions.
• Develop, implement, and maintain machine learning models to extract valuable insights from large datasets.
• Collaborate with cross-functional teams to identify business opportunities and address challenges through data analysis.
• Utilize advanced analytics techniques to forecast trends, identify patterns, and optimize business processes.
• Design and execute experiments to test hypotheses and measure the impact of data-driven initiatives.
• Translate complex data findings into understandable and actionable insights for stakeholders at all levels.
• Establish data governance processes and ensure data quality and integrity across all systems.
• Stay updated on industry trends and emerging technologies in data science and analytics.

SKILLS AND COMPETENCIES

• Proficiency in programming languages such as Python, R, or SQL.
• Strong analytical and problem-solving skills with a keen attention to detail.
• Experience in developing and deploying machine learning models in production environments.
• Excellent communication and presentation skills, with the ability to convey technical concepts to non-technical stakeholders.
• Leadership abilities with a track record of effectively managing and mentoring a team of data scientists.
• Solid understanding of data visualization techniques and tools (e.g., Tableau, Power BI).
• Ability to prioritize and manage multiple projects simultaneously in a fast-paced environment.
• Strong stakeholder management skills, with the ability to build and maintain relationships across departments.

KNOWLEDGE & EXPERIENCE

• Bachelor’s or Master’s degree in Data Science, Computer Science, Statistics, Mathematics, or a related field.
• Over 5 years of experience in data science, analytics, or a related field, with a proven track record of delivering impactful insights.
• Hands-on experience in building and deploying machine learning models using frameworks such as TensorFlow, PyTorch, or scikit-learn.
• Experience with big data technologies (e.g., Hadoop, Spark) and cloud platforms (e.g., AWS, Azure, GCP) is preferred.
• Familiarity with agile methodologies and project management practices.
• Experience working in industries such as finance, healthcare, e-commerce, or technology is advantageous.

QUALIFICATIONS

• Bachelor’s or Master’s degree in Data Science, Computer Science, Statistics, Mathematics, or a related field.

Apply Here > Lead Data Insights & Analytics