Job Description
Insurance Jobs. Old Mutual Jobs
This role entails carrying out key data analysis tasks with the Actuarial department such as computing persistency metrics, Sales reports and dashboards as well as advisor payments.
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KEY TASKS AND RESPONSIBILITIES
- Preparation of advisor payment models and schedules. These include marketing allowances, monthly incentives, advisor’s support and any other advisor duties that may be recommended by the business
- Updating and circulating the Sales on a weekly basis or at such other time as may recommended by the business
- Updating and sharing the Sales Incentive Report monthly or at such other time as may be required by the business
- Updating and circulating the Executive Sales Dashboards weekly
- Conduct weekly checks on the Unit Prices and updating them on the Policy Administration system (TE)
- Updating and sharing key persistency statistics with the Retail team monthly
- Compute benefits not captured in the Policy Administration system. These include unit linked fund build ups, anticipated endowment bonuses and surrender.
SKILLS AND COMPETENCIES
- Proficiency in Microsoft Office Applications i.e. Word, Excel
- Knowledge of Python, a plus
- Data Validation and Verification
KNOWLEDGE & EXPERIENCE
- Data Validation and verification
- Data analytical skills and attention to detail
- Good communication skills
QUALIFICATIONS
- Bachelor’s degree in actuarial science, statistics or any related field
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How to Apply
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