Team Leader Dfa Tied

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

Job Description

A - Risk Management
Ensure that all policies, processes, controls and procedures are well communicated, understood and followed by agents within own region.
Keep agents up to date with changes to any policies, processes, controls and procedures.
Communicate and train tied-members on consequences of failure to adhere to required policies and procedures.
Continuously emphasize the importance of compliance to legislations, governance and company policies.

B - People Development & Management
Nurture a culture of high performance through initiating performance development discussions with Tied Agents and setting up actionable plans.
Manage poor performance through direct communication and following company standards where matters need to be escalated.
Act as first point of contact for any team complaints and problems within mandated area.
Foster good relationships with tied agents and set up regular check-ins to manage queries, concerns and celebrate successes.
Encourage employees to bring forth new ideas on training materials and content.
Set up regular training sessions where current issues and obstacles can be discussed and resolved.
Ensure that continuous feedback is noted down and used to improve current processes and systems.
Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.

C - Mentorship & Training
Track sales, sale performance, and cancellations for the Tied Agent team in own area against required targets.
Review individual Tied Agent performance, ensuring that agreed market segments, productivity, service levels and quality metrics are met.

D - Sales Target Achievement
Take ownership of achieving business profitability growth targets through meeting client expectations within agreed service levels for sales and servicing.
Ensure business growth targets are met through innovative sales techniques and superior servicing of portfolio clients.
Manage overall portfolio profitability of team including claims ratios and cancellations.

E - Business Management & Target Setting
Provide input on strategic initiatives to increase tied effectiveness.
Assist with transparent communication, implementation and change support to changes in the strategy and operations impacting tied agents.
Where necessary assist tied agents during sales or complaint interactions.

F - Customer Relationship Management
Create and encourage a culture that emphasizes customer service and client priority.
Continuously be on the lookout for changing client needs, anticipating new client requirements and aligning the proposed service offering accordingly.
Ensure that while resolving customer complaints and advising client specific solutions Tied Agent's statutory and legislative knowledge is always up to date and that all actions fall within the governance requirements.

G - Business Development
Identify, manage and create new and coordinated business possibilities for the managed area with the aim to expand the existing market.
Continuously explore alternative market segmentations within area / region.

Experience, Knowledge & Skills Required

1. Grade 12 or National Senior Certificate.
2. Appropriate Insurance or Tertiary Qualification.
3. FAIS Compliant in Non-life Commercial product category.
4. Minimum of 2 years in non-life insurance (primarily in Commercial Underwriting).
5. 3 – 5 years' experience in Direct sales providing business to customer (B2C) solutions.

Competencies

1. Customer Focused.
2. Collaboration.
3. Execution.
4. Innovation.
5. Leading with influence.
6. Personal Mastery.
7. Strategic.

Closing Date: 14 April, 23:59

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.

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.