Current Openings at Rand Mutual - RMA

Description
THE JOB AT A GLANCE

• The Project Coordinator plays a crucial role in supporting the project management team to ensure the successful planning, execution, and completion of projects. This position serves as a key liaison between project managers, team members, and stakeholders, facilitating effective communication and coordination throughout the project lifecycle.

WHAT WILL YOU DO?

Tasks and Responsibilities

Project Administration and Coordinating

• Accountable for administration of project assigned to, including: scheduling meetings, taking minutes, updating documentation
• Providing support to the PMO head and team on project administration and coordinating
• Coordinating PMO activities and functions
• Financial tracking – facilitate invoice approvals and payments
• Contribute to PMO’s centre of excellence and continuous improvement initiatives

Support Project Planning and Executing

• Assist in defining the scope of the project in collaboration with the Project Manager
• Help create detailed work plans and schedules
• Aid in determining resource requirements for project completion
• Support the development of project evaluation metrics

Assist in Project Implementation

• Help execute the project according to the project plan
• Monitor project progress and report to the Project Manager
• Maintain project documentation and files
• Assist in setting up and maintaining communication schedules with stakeholders
• Support quality assurance processes

Aid in Project Control

• Assist in preparing reports for management and project owners/funders
• Help monitor project expenditures and maintain financial records
• Support the Project Manager in risk management processes

Team Coordination

• Coordinate with team members to ensure tasks are completed on schedule
• Organize and participate in project meetings
• Facilitate communication between team members and the Project Manager
• Follow up on tasks and update relevant artefacts – tracker, schedule, action log, etc.

Project Management

• Able to manage small projects independently

go to method of application »

Description
THE JOB AT A GLANCE

• The Project Manager will oversee the planning, implementation and tracking of specific medium-long term RMA projects with specific deliverables as identified by Senior Management.

WHAT WILL YOU DO?

Tasks and Responsibilities

Plan the project             

• Define the scope of the project in collaboration with senior management
• Create a detailed work plan which identifies and sequences the activities needed to successfully complete the project
• Determine the resources (time, money, equipment, etc.) required to complete the project
• Develop a detailed schedule for project completion that effectively allocates the resources to the activities and considers the long-term impact of decisions and possible risks
• Engage with senior management and all stakeholders / staff that will be affected by the project activities, to review the project schedule; revise the schedule as required
• Determine the objectives and measures upon which the project will be evaluated at its completion

Staff the project            

• In consultation with the appropriate manager, recruit, interview and select staff and/or volunteers with appropriate skills for the project activities
• Ensure that all project personnel receive an appropriate orientation to the organization and the project

Implement the project 

• Execute the project according to the project plan and manage project deliverables making decisions and solving problems within the scope of the project. Escalate non-project related decisions and problems to the project sponsor/business owner
• Ensure that the project deliverables are met on time, within budget and at the required level of quality
• Develop forms and records to document project activities
• Set up files to ensure that all project information is appropriately documented and secured
• Monitor the progress of the project and adjust as necessary to ensure the successful completion of the project
• Establish a communication schedule to update stakeholders including appropriate staff in the organization on the progress of the project
• Review the quality of the work completed with the project team on a regular basis to ensure that it meets the project standards
• Ensure that proper risk processes are in place and that project risk is continuously monitored

Control the project       

• Write reports on the project for management and project owners/funders and Exco
• Communicate with funders as outlined in funding agreements
• Monitor and approve all budgeted project expenditures
• Monitor cash flow projections and report actual cash flow and variance to senior management on a regular basis (monthly/bimonthly)
• Manage all project funds according to established accounting policies and procedures
• Ensure that all financial records for the project are up to date
• Prepare financial reports and supporting documentation for funders as outlined in funding agreements

Requirements

Required Qualifications 

• NQF Level 7: Bachelor’s degree in any related field
• Qualification in project management or equivalent is a must
• SCRUM Masters qualification / Agile developmental methodology advantageous
• At least 5 years or more Project Management experience
• Direct work experience in project management capacity
• Sound experience planning and managing complex medium to long-term projects (6 – 24 months)
• Knowledge of both theoretical and practical aspects of project management
• Knowledge of project management techniques and tools

go to method of application »

Description
THE JOB AT A GLANCE

• As a Customer Account Executive, you will be responsible for growing the number of lives within the Top 50 department through effective customer engagement and the position of a value proposition to the targeted employers to move to RMA. You will be required to manage and resolve client services queries and visit clients to assist with the submission of the Return on Earnings. You will also be responsible for improving customer experience by addressing customer pain points and contributing to high levels of customer satisfaction and loyalty.

WHAT WILL YOU DO?

Growing the Top 50 business lives, handling and resolving service-related queries:

• Provide a value proposition to the employers to enable the transfer and move to RMA.
• Understand the RMA products and promote RMA products and generate leads for RMA Life Sales and Distribution.
• Provide first line product, process and technical support to customers.
• Identify up-selling and cross-selling opportunities through ongoing engagements with customers by explaining product benefits to potential customers
• Follow up on leads and referrals as received from customer engagement
• Ensure adherence to TCF principles and report any transgressions
• Participate in ad hoc assignments as per role requirements

Liaising and maintaining good relationships with all the employers:

• Follow up on customer by engaging with the relevant stakeholders to identify whether all issues have been resolved.
• Set up continuous sessions with the client to build relationship but more importantly to ensure that RMA is providing the right service

Address customer service and satisfaction issues promptly:

• Conduct customer satisfaction surveys, identify and close any gaps identified
• Address customer service and satisfaction issues promptly.
• Conduct a root cause analysis of customer pain points/service failures by analysing trends and identifying areas of improvements
• Ensure customers always receive professional communication regardless of the channel used
• Identify areas of improvement on the system to ensure timeous communication with customers
• Conduct customer satisfaction surveys, capture information received from surveys and share relevant feedback with sales for action
• Assist in projects aimed at transforming customer experience
• Ensure customer contact details are updated on the system

Identify training requirements and organise with the Stakeholder Training Officers:

Providing first line product, process and technical support to customers:

• Provide a service to clients, including support on the Return of Earnings, manage and report on the RMA processes including Renewal process, claims process, to ensure customer service and satisfaction, productivity and cost control in comparison with targets set.
• Act as an intermediary by coordinating different RMA service team, including training, claims and any other related services for the benefit of the employers/members.
• Manage the Office honestly, follow high ethical standards, and comply with all Company policies and procedures.
• Deal the appropriate authorities on matters regarding RMA services.
• Carry out all office planning on a regular basis, as issues arise, or in advance of anticipated needs.
• Ensure timely submission of various periodical reports, highlights of the previous month’s reports.
• Ensure proper housekeeping, safety and security of the Rand Mutual Properties.
• To ensure that the Office assets are in a proper condition including ensuring control over movement of same through logbooks and that they are used for official purposes only.
• Communicate effectively with other Departments and Middle Managers by sharing information on effective practices, competitive intelligence, business opportunities and needs

WHAT WILL YOU BRING TO THE TABLE?

• NQF Level 6: Diploma in Insurance or a related field
• Long-Term Insurance or Medical Insurance experience
• 3-5 years’ experience in insurance sales, service, claims environment.  insurance environment would be preferable
• Experience in selling and growing business, sales and generation of leads
• Experience in managing customer relationships
• Experience in handling customer complaints
• Experience administering customer and service satisfaction surveys
• Sound knowledge of COID and Life Insurance Products
• Knowledge of insurance value chain
• Knowledge of industry regulations, e.g. POPI, COIDA, TCF, etc.
• Good understanding of the customer experience value chain
• Computer Literate: Particularly experience using excel spreadsheets
• Data interpretation and report writing
• Must be able to travel for business related matters.
• Customer service attitude
• Strong selling abilities
• Multilingual
• Ability to check work accurately, proficient in the use of e-mail and internet, administration skills.
• Administrative skills.
• Good Self-image (Presentable).
• Ability to interface with clients and staff.
• Excellent verbal communication and writing skills.
• Ability to work under pressure and meet deadlines.
• Good presentation skills and ability to interact with middle and senior management

WHAT WILL YOU GET IN RETURN?

• We offer great opportunities for personal and professional development in a stable company that’s 130 years strong. The role comes with a competitive salary package and various benefits. Flexible work arrangements (combination of remote and in the office). Furthermore, you will be a part of a dedicated group of colleagues who value teamwork and collaboration.

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Kindly note that should you not receive a response within 21 days please consider your application unsuccessful.

Closing Date:

• 07 February 2025

go to method of application »

Description

• Oversee and Management of all tasks within the Retirement fund Group Risk market segment. Develop and create procedures, policies and processes specific to the Group Risk environment.

Requirements

Key Responsibilities

• Creation if policy documents and processes in compliance with regulation and client needs.
• Ensure sound processes are in place for the management of premiums process in the group risk space.
• Create and setup claims management processes for the linked retirement fund benefit including all associated documentation
• Management of all renewal and installation processes
• Setting up sound administration processes to meet the needs of the retirement linked benefits including issuing of document, policy schedules and member benefit statements etc.
• Management of service levels delivered by team and business
• Build sound service standards to strengthen business reputation has a market leader.
• Develop management reports to support business improvement and oversight
• Provide knowledge and insight to team to ensure they are able to deliver on the business needs..
• Provide ongoing feedback to clients regarding their requests and the status of their schemes.
• Provide monthly claims and scheme reports for clients.
• Provide regular communication to clients on their scheme’s
• Provide ongoing education to clients regarding processes and products. – Help in building the correct processes and procedures for clients
• Provide constant feedback to the business on client perceptions and experience.
• Flexibility to enable to meet client expectation.
• Oversee the renewal management process.
• Problem solving ie. Finding solutions when client’s requests fall outside of normal processes.
• Assist with co-ordination between clients and outside service providers eg. Doctor’s rooms and nurses
• Attend scheduled client meetings and always provide minutes
• Be a team player, always jump at any opportunity to assist and learn, especially with the development of new and existing processes
• Help the Team, and share ideas

REQUIREMENTS

• Matric
• Business Degree Advantageous.
• COP (IISA Certificate of Proficiency – Retirement Fund)
• At least 10 years of experience in Retirement Fund Group Risk Benefits.
• Staff management training experience. Including experience in building high performing teams.
• Experience in dealing with difficult and challenging clients.
• Must have experience attending client meetings and engaging with clients.
• Knowledge of systems and relevant workflow processes
• Comprehensive Group risk product knowledge
• Knowledge of business rules, processes and procedures
• Excellent written and verbal communication skills
• Competent in the use of MS Excel, Word and PowerPoint
• Achieving deadlines