Sales Administration Co-ordinator

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

Responsibilities:

• Receive and review proposal forms to ensure completeness and required supporting documentation.

• Capture Domestic, Export, and Africa proposal applications onto internal systems to generate quotations for brokers, consultants, and introductory brokers.

• Serve as the first point of contact for broker and consultant queries, keeping them informed on proposal progress.

• Handle incoming calls and provide basic information on credit insurance products and procedures.

• Allocate and manage incoming leads from various channels (website, calls, competitions).

• Maintain lead competition records and submit a monthly winner report to the Marketing team.

• Distribute quotations and policy documents received from underwriting units to relevant parties (brokers, consultants) along with limit annexures.

• Ensure all broker nominations are correctly submitted to underwriting teams and the Cregalink team.

• Keep accurate records of all received and processed proposals and accepted quotations on a monthly basis.

• Maintain a Time Standards Register to monitor turnaround times for underwriting quotations and pricing.

• Assist with the onboarding of new brokers and introductory brokers.

• Maintain an up-to-date listing of all specialist brokers and relevant contact details.

• Ensure service levels and turnaround times are met, including a 24-hour SLA for all emails, queries, and document processing.

• Align all actions and behaviours with company culture and values.

• Take accountability for the achievement of personal performance objectives.

Qualifications:

• Grade 12 / Matric (Required)

• Diploma or certificate in Office Administration, Business Administration, or a related field (Advantageous)

Experience:

• 1–2 years of experience in an administrative or support role (insurance or financial services industry preferred)

• Experience in dealing with clients or brokers will be an advantage

Skills & Competencies:

• Excellent written and verbal communication skills

• Confident and professional telephone etiquette

• Strong interpersonal skills with the ability to engage with brokers and internal stakeholders

• Proficiency in MS Excel and other MS Office applications

• Exceptional time management and organizational abilities

• Attention to detail and high level of accuracy in data entry

• Ability to work well under pressure and meet strict deadlines

• A proactive and can-do attitude with a willingness to learn and grow

Behavioural Competencies:

• Results-driven and customer-focused

• Adaptable and willing to take initiative

• Team player who contributes to a positive work environment

• Upholds integrity, professionalism, and confidentiality at all times

Skills

Competencies

Education

Closing Date

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.

The Old Mutual Story!