Operations Support Consultant- CPT Durbanville

** 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
** Our Regional OPS Team is committed to simplifying processes and delivering efficient, high‐quality support services that enable Advisors to focus on what matters most: growing and serving their clients.  Our Vision:
To be a trusted centre of operational excellence that empowers Advisors through seamless, simplified and future‐ready support.
** Job Requirements
** 1.

** NEW BUSINESS PROCESSING
** For
** New Generation Products**, the OSC will facilitate submission and case-manage the business. This includes EBQ’s. The activities that the OSC will undertake for this will be as per below:
• Receive daily Business Review Document (BRD) (when  applicable) with enough detail to validate the business on Inte Great with supporting documents from Intermediaries or Sales Managers
• Obtain and validate documents/requirements in terms of compliance (AI)
• Check cases pulled through to Merit list
• Send (scan & attach) applicable documentation like Fin Dec to New Business via Secure Service (where applicable) within 24 hours
• Prepare and send/post letters/emails (compliance documents) for paper CAR's and NTU's to customers and Upload to X-Plan where applicable — Wealth excluded.  **(Check in on S&I)*
* • Update PFA specific activities and finalize case on Inte Great when issued.
** WILLS:
** o Receive Will application, check and submit to Trust Company for compilationo Signed Will received from advisor to be submitted to Trust Company to be registeredo Update Merit listo for
** non-New Generation Products** (i.e.: Unit Trust, Wealth, OM Insure etc.)Like above activities with respect to compliance checking, Merit list, etc.

For
** OMP and S&I**, the activities that the OSC will undertake will be as follows:
• Receive daily Business Review Document (BRD) in EMS
• Obtain and validate documents/requirements in terms of compliance rules (AI)
• Check cases pulled through to Merit list (Inte Great)
• Send (scan & attach) applicable documentation i.e. client declarations to New Business via RPP (where applicable)  
** EXISTING BUSINESS PROCESS AND ESCALATIONS*
* • The Advisor must submit changes to existing business directly on RPP for OMP, S&I, Max and GL. Advisor should track progress on Adivosr Dashboard.

If required, they can provide the OSC with Policy- and CES number via e-mail.
• For NGP, the Advisor must submit changes directly to their Service Centre and can provide the OSC with the auto response received with reference number where needed
• OSC will case manage the escalation until it is finalized and refer to OSM where needed.
• OSC will keep FA informed and FA will also see this on End of day report  
** CONSERVATION SUPPORT*
* • OSM extract retention reports on all Products
• Compile Red List and distribute to QCOE Teams for NB checks on Rater Tool Requirements
• OSC will then draw Off-Books (TD) on Channelbi for all Advisors below persistency standard (93%) and distribute to BMs and applicable FA for discussion, who’ll provide action and feedback to OSC
• OSC will then contact identified clients as agreed with FA to arrange for revival requirements and provide this information back to the Advisor
• The Advisor should submit the revival request directly on RPP for OMP and GL. They then provide the OSC with Policy- and CES number via e-mail for escalations.
• OSC will case manage the requested escalation until it is finalized
• OSC will keep FA informed  
** Money collections:*
* • OSC to monitor and discuss missed premiums on Advisor Dashboard
• The Advisor should submit collection of missed premiums directly on RPP for OMP and GL. They then provide the OSC with…