Continuous Improvement Coach at Old Mutual

Job Description

PURPOSE OF JOB:

• To champion all Employee Engagement activities in the Sales and services business unit spanning across the Personal lines, Commercial and Agri centres
• Driving and executing on employee engagement and reward and recognition plans while creating a strong performance culture and improved morale and positivity. The employee engagement co-ordinator will focus on culture projects, employee wellbeing, reward and recognition, analyzing and compiling reporting that will support operational culture change, project management initiatives and continuous improvement

MAIN RESPONSIBILITIES [Competency Descriptors]: 

• Analytical Skills: A strong grasp of analytical skills, problem solving and attention to detail in processing high level and operational employee and customer data, to support implementation of Employee Engagement plan as well as produce reporting for key stakeholders
• Office management: Management of equipment and stock control while onboarding and offboarding staff in sales and service.
• Project Management: Management of initiatives in business from conception to successful roll out; project planning, stakeholder management, delegation of tasks, tracking, reporting and delivery on agreed plans.  
• Recognition: Active management of all reward & recognition programmes including administration of incentives. Social media blogs on Yammer for staff accomplishments. Recognition for Long Service awards. Managing Service Brand Ambassador programme. Supporting Customer Experience team with social media compliments (Hello Peter & the ‘My magical moments’ internal reward programmes.
• Change management: Driving initiatives against PULSE survey results to support culture improvements. Standard Operating Process & Procedure document support. Supporting senior leadership with operation initiatives centred around morale & employee engagement. Crafting & distribution of desk drops for business surveys/ learning/ changes and staff wellbeing.
• Event Planning: Weekly, monthly & annual event management including research, planning & composition, communications, coordination, supplier management, on-the-day management and evaluation of impact & success.
• Reporting: Providing daily, weekly and monthly reports to Sales & Services Leadership. Managing regional central data sheets for single view as well maintaining company shared drives.
• Financial coordination: Facilitation of financial incentive distribution for Rewards and recognition, birthdays and events. Budget planning & tracking of incentives, reward & recognition and office purchases.
• Collaboration: Creating trust, respect and building meaningful relationships within sales and service at all levels and with other key stakeholders within the organization
• Leading with Influence: Taking the lead to drive key initiatives for the area and leading fun committees, vibe tribe and leadership sessions with clear expectations, goal setting and delivery
• Innovation: Generates creative/out of the box ideas and solutions. Challenges the status quo and/or demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Willing to take calculated risks when introducing novel ideas and support innovation across the area.
• Personal Mastery: Learns and actively works to build self-awareness; development through experience and feedback from others. Copes effectively with stress and has the resilience to take on stretching and challenging assignments. Adjusts effectively to work within new work structures; processes; requirements and cultures.
• Executing: Display consistent energy, drive and perseverance to deliver results. Demonstrate a willingness to take calculated risks to achieve stretch performance goals
• Thriving under pressure: Has the ability to display resilience & innovation under pressure. Executes key deliverables in a timeous manner.
• Adaptability: takes on new tasks with enthusiasm and willingness to learn. Is flexible and multi-skilled. Applies a creative approach and a detail-oriented manner of application to all key deliverables.
• Lives Company Values: Displays a strong sense of our company values and implements them across national operations.

MINIMUM WORK EXPERIENCE & REQUIRED SKILLS:

• 3 or more years’ experience in the role or similar
• NQF level 5 - 7 in business or other
• Project Management/Business Management or similar course

BEHAVIOURAL COMPETENCIES REQUIRED:

• Hardworking
• Resilient
• Self-starter
• Independant work
• Excellent Communication
• Adaptability
• Collaboration
• Problem solving
• Business Acumen
• Manages several underwriting professionals. Reviews and ensures conformance with underwriting policies, guidelines, and procedures by subordinate underwriters. Recommends changes in underwriting policies and procedures. Underwrites the large or more complex risks or provides final approval for those underwritten by subordinates.

Responsibilities
Underwriting Insurance Cases 

• Review and underwrite assigned new business and renewal cases within prescribed authority level, escalating unusual or complex cases to senior colleagues where appropriate. 

Underwriting Automation

• Carry out allocated research and analysis to support the development, testing, and improvement of automated underwriting processes and systems; recommend new functionalities and/or improvements that reduce cost and/or enhance underwriting effectiveness.

Organizational Risk Management

• Ensure the organization is not exposed to undue risks by using risk management systems to achieve specific goals within a designated area of the business.

Regulatory and Compliance Management

• Investigate all kinds of incidents and reports and provide expert advice to more senior colleagues. Minimize risk exposures and ensure adherence with regulatory standards by working with all internal functions to make sure compliance programs are properly implemented.

Leadership and Direction

• Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.

Performance Management

• Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.

Budgeting

• Deliver a budget for an area of the organization or conduct complex analyses on budget progress in other areas of the organization.

Document Preparation

• Edit document in line with organizational style guidelines and prepare information for publication.

Financial Policies, Guidelines, and Protocols

• Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice.

Organizational Capability Building

• Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.

Skills

• Accounting, Budget Management, Change Management, Data Compilation, Executing Plans, Financial Acumen, Large Group Presentations, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Policies & Procedures, Presenting Solutions, Risk Management, Servant Leadership

Competencies

• Action Oriented
• Business Insight
• Communicates Effectively
• Decision Quality
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity

Education

• NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent