Employee Benefits Sales Administrator
2 weeks ago
Employee Benefits Sales Administrator page is loaded Employee Benefits Sales Administrator Apply remote type Hybrid locations Johannesburg time type Full time posted on Posted Yesterday job requisition id JR-53050 Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job DescriptionThis role aims to provide complex administrative support to the Corporate Distribution team.QuotesMonitor 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.
LaunchesParticipate 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/MandatesAssist 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. CRMConduct regular clean-ups of the CRM system.
Annual ARFRContact 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 EducationSupporting with the preparation of slides to support FWPAd hocProvide support for ad hoc tasks as required by the team Role Requirements:
Skills, Qualifications and Experience MatricNQF Level 5 or above qualificationExperience in Employee BenefitsExcellent interpersonal skillsStrong organizational and multitasking skillsAttention to detail and ability to work independentlyExcellent communication skills and presentation skillsKnowledge of PowerPoint, Excel, Word and CRMSkillsEducationClosing Date21 June 2024The 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 About Us Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.
The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
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Employee Benefits Sales Administrator
2 weeks ago
Johannesburg, Gauteng, South Africa Old Mutual Group Full timeEmployee Benefits Sales Administrator page is loaded Employee Benefits Sales Administrator Apply remote type Hybrid locations Johannesburg time type Full time posted on Posted Yesterday job requisition id JR-53050 Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job...
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