Fixed Term – Intermediary Support Lead at Old Mutual
Job Summary
Collaborating with our distribution, operations and customer
experience teams the Intermediary Support Lead will be responsible for
enhancing the support services provided to intermediaries, such as brokers,
agents, and partners. The role will involve collaboration with lines of
business distribution support teams to deliver digital support, dedicated
intermediary call centre contact channel, efficient processes, and delivering a
high standard of service to intermediaries to maintain strong relationships and
drive business growth. In our markets the role is key to our IFS and market
leadership intermediary experience ambitions.
The Role
Critical responsibilities of the jobholder will be:
Streamline our intermediary experience across lines of
business and supporting departments Enable efficient and effective support and
service delivery for our intermediaries Unify our intermediary service delivery
and reduce friction with LOB functions Centralize point of contact in order to
drive the IFS view of the business Track and monitor net effort score and the
correlation of overall experience across LOBs Leverage on diverse business
knowledge and data to drive support and process enhancements Drive digital
enablement through continuous engagement and iterative development of features
on our intermediary platform Enhance collaboration between distribution and
operation functions
Key Tasks & Responsibilities
Intermediary Relationship Management
- Work
with LOB channels to streamline intermediary experience
- Ensure
intermediary queries and concerns are addressed promptly.
- Work
with LOBs to build and maintain strong relationships with brokers, agents,
and business partners.
Digital Support
- Provide
line one digital support through our intermediary platform and
collaboratively work with business leads for line two support.
- Monitor
performance and implement strategies to improve efficiency and service
levels.
Operational Support & Process Improvement
- Enhance
and optimize support processes to ensure timely and effective responses to
intermediary needs.
- Identify
areas for operational efficiency and work with LOBs to implement process
improvements.
- Work
closely with internal departments (Distribution, Operations, Sales,
Marketing, Human Capital Compliance, etc.) to align support services with
business objectives.
Compliance & Risk Management
- Ensure
all intermediary support activities comply with relevant regulations and
company policies.
- Assist
intermediaries with compliance-related inquiries and provide guidance on
required documentation and processes.
Reporting & Analysis:
- Track
and analyze key performance indicators (Net Effort Score (NES),
Productivity, Conversion, Customer Satisfaction Score and TATs related to
intermediary support.
- Provide
regular reports and insights on trends, challenges, and opportunities for
improvement.
Qualifications & Skills
Required
- Bachelor’s
degree in Social Sciences, Sociology, Customer Service or related fields.
- Excellent
communication and interpersonal skills.
- Experience
in intermediary support, customer service, or relationship management.
Preferred
- Proficiency
in CRM systems and support tools.
- Leadership
and management abilities.
Competencies
Problem Solving, Creativity, Empathy, Effectiveness,
Emotional Intelligence, Adaptability, Communication Skills, Patience, Effective
Listening, Attentiveness, Persuasion and Collaborative