Old Mutual is hiring a Business Development Officer – Direct Business with the following major outputs;

The following key outputs are required from this role:

• Develop and roll out new distribution channels in consultation with the Strategy and Innovation Manager, including M-channels, E-channels, distribution partnerships, retail centers, and outlets.
• Provide advice on potential products and services to respond to business opportunities in a timely manner.
• Prepare tenders and bids for new and renewal General Insurance (GI) business, including direct, agency, broking, and medical business.
• Maintain a tenders/bids pipeline for new and renewal business, ensuring follow-up for closure.
• Coordinate required information and response material from all parties, ensuring completeness of submissions.
• Manage timely provision of graphic designs and visual presentations (hard copy and digital) within set deadlines.
• Manage feedback from purchasers on unsuccessful tenders to improve future submissions.
• Attend pre-bid meetings and correspond with purchasing authorities.
• Ensure return and cancellation of expired bid securities.
• Respond to quotation requests promptly.
• Develop prospects into new GI business to promote growth.
• Establish and cultivate relationships with intermediaries, clients, and Old Mutual Insurance business partners.
• Assist the Agency Services Manager in executing GI business development strategic initiatives.
• Update daily reporting formats with activities undertaken or as advised by the supervisor.
• Represent Old Mutual Insurance in business development meetings with prospective clients.
• Address customer service issues in GI business development.
• Maintain and report on a pipeline for new and renewal GI business.
• Grow the direct book sustainably with cost-effective business, ensuring growth and a good loss ratio.

Deliverables (Work Elements)The following detailed outputs are required:

• Identify collaborations and partnerships with stakeholders (e.g., distributors, technical partners, aggregators) to enhance insurance services.
• Set up systems to track and monitor work in progress and business production.
• Conduct joint fieldwork with Branch Managers and business development staff to support business acquisition.
• Monitor alternative business channel performance, address failures, and implement strategies to capitalize on opportunities.
• Prepare bid documents per tender requirements for timely submission and respond to clarification requests.
• Ensure bid management aligns with organizational requirements.
• Source tenders and RFQs relevant to company solutions and products.
• Coordinate the development and delivery of tender/proposal documents within deadlines.
• Manage administrative functions related to the RFQ process.
• Maintain an effective records management system for all current company documentation required in tenders.
• Maintain a status report of generic proposals, working with the Sales Manager to ensure review, revision, and approval.
• Coordinate tender reviews and deadlines based on customer frameworks.
• Ensure adherence to Compliance, Anti-Money Laundering (AML), and Sanctions policies, including customer due diligence, Know-Your-Customer (KYC) standards, ongoing/enhanced due diligence, and data quality maintenance. Identify and escalate potential AML, Sanctions, or Compliance breaches to the Risk and Compliance Office.
• Perform any other duties assigned.
• Provide specialist knowledge and execute account development strategies and sales plans to achieve medium-sized sales targets.

Responsibilities

• Data Collection and Analysis: Collate and analyze data using preset tools, methods, and formats, working independently.
• Information and Business Advice: Resolve queries from internal/external customers or suppliers on complex processes and policies, referring issues to others when necessary.
• Document Preparation: Prepare moderately complex documents using standard office software and gather/summarize data for reports.
• Insights and Reporting: Extract and combine data to generate standard reports.
• Customer Relationship Management / Account Management: Make calls (phone or in-person) to allocated customers to maintain relationships and resolve queries/complaints.
• Financial Advice: Provide comprehensive financial planning and advice for complex client situations.
• Sales: Deliver routine sales support services.
• Operational Compliance: Develop knowledge of organizational policies, regulatory codes, and codes of conduct, obtaining authorization for exceptions.
• Personal Capability Building: Participate in assessment, development planning, formal/informal training, and coaching. Stay updated on technology, regulations, and industry best practices through ongoing education, conferences, and specialist media.

Skills

• Accounting
• Action Planning
• Computer Literacy
• Data Analysis
• Database Reporting
• Data Compilation
• Data Interpretations
• Evaluating Information
• Management Reporting
• Numerical Aptitude
• Oral Communications
• Professional Presentation
• Report Review
• Sales Software
• Statistical Analysis Techniques

Competencies

• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Education

• Bachelor’s Degree (B): Business Administration (Required)
• Bachelor’s Degree (B): Management, Marketing (Required)

Closing Date28 September 2025, 23:59