Top Jobs at Rand Mutual - RMA

Description

• To provide executive leadership, strategic direction, and operational oversight for RMA’s Integrated Disability Management function, encompassing rehabilitation, disability management and pensioner welfare management.
• The role is accountable for designing and delivering an integrated, person-centred model that optimises recovery, return-to-work, long-term disability management, and social protection, while ensuring regulatory compliance, financial sustainability, and measurable organizational and societal impact.
• The outcomes of integrated disability management will contribute positive social impact in both the Social Insurance and Social Assistance pillars of South Africa’s social security frameworks.

WHAT WILL YOU DO?

Strategic Leadership

• Define and execute an Integrated Disability Management strategy aligned with the COID Act, Compensation Fund license requirements and RMA’s Corporate and Social Insurance strategies.
• Integrate rehabilitation, disability management and pensioner welfare management into a cohesive, end-to-end service delivery model.
• Anticipate legislative, healthcare, demographic, and labour market trends and proactively adapt the Integrated Disability Management strategy.

Rehabilitation and Disability Management

• Provide executive oversight of clinical, vocational, and functional rehabilitation programmes.
• Drive early intervention, return-to-work, and sustainable employability initiatives.
• Ensure evidence-based practices to minimize long-term disability and dependency.
• Pursue RTW outcomes applying the dignified management of permanent disabilities.

Pensioner Welfare Management

• Lead the design and implementation of pensioner welfare management frameworks.
• Formulate strategies to improve the livelihoods of pensioners and enhance their health benefits
• Oversee social assistance interventions aimed at improving quality of life and social inclusion for beneficiaries.
• Ensure ethical, equitable, and sustainable delivery of pensioner and social support services.

Operational Excellence and Service Delivery

• Establish and optimize IDM operating models, policies, and performance frameworks.
• Ensure consistent, high-quality service delivery across all IDM sub-functions.
• Drive continuous improvement, innovation, and digitization within IDM processes.

People Leadership and Capability Development

• Lead, mentor, and develop multi-disciplinary teams across clinical, welfare, and operational domains.
• Build organizational capability in rehabilitation, disability management and pensioner welfare management
• Foster a high-performance, values-driven culture with strong succession planning.

Stakeholder Influence and Partnerships

• Build and maintain strategic relationships with healthcare providers, employers, pensioner bodies, regulators, and government stakeholders.
• Develop partnerships that will accelerate reach and access of RMA Social Insurance programs
• Influence internal stakeholders (Claims, Actuarial, Finance, Operations, IT) to align IDM outcomes with enterprise objectives.
• Represent RMA in specialized industry and regulatory social insurance forums.

Governance, Risk and Compliance

• Ensure full compliance with COIDA, healthcare, social welfare, and governance requirements.
• Embed robust risk management, clinical governance, and ethical frameworks.
• Contribute to enterprise risk management through proactive identification and mitigation of disability and welfare risks.

Requirements

WHAT WILL YOU BRING TO THE TABLE?

• Bachelor’s degree in Health Sciences, Rehabilitation Sciences, Occupational Therapy, Physiotherapy, Nursing, Medicine, Social Work, or related field.
• Postgraduate qualification (NQF Level 9) in Disability Management, Occupational Health, Public Health, Social Policy, or Business Management (MBA) preferred.
• Registration with a relevant professional council (where applicable).
• 10 – 12 years’ experience in disability management, rehabilitation, social insurance, pensioner welfare, or related fields.
• Minimum of 7 years in senior or executive leadership roles managing complex, multi-disciplinary teams.
• Proven experience within COID, workers’ compensation, social insurance, or public health systems.
• Demonstrated experience in large-scale programme design, transformation, and stakeholder management.
• Integrated Disability Management models and international best practices.
• COIDA and Insurance regulatory frameworks.
• Rehabilitation, disability management, and social assistance systems.
• Pensioner welfare management and social protection principles.
• Strategic and systems-level thinking.
• Executive people leadership and organizational development.
• Advanced stakeholder engagement and influencing capability.
• Financial, operational, and performance management.
• Strong ethical judgement and governance orientation.

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Description

THE JOB AT A GLANCE

• As the Head: New Business Development, you will be responsible for generating new sales leads and expanding the customer base of RMA. You will be responsible for driving business growth by identifying opportunities, tracking new markets, and building sustainable client relationships through the establishment of strategies and policies that will drive the expansion of the presence of RMA and its products.

WHAT YOU WILL DO

New Business Development:

• Identify and develop strategic opportunities for the business with a view of diversifying the consumer base and gaining an additional share of the market
• Provide short and long-term strategic recommendations to Exco, that are meant to develop and capitalise business opportunities
• Develop and execute RMA’s Mergers and Acquisitions Strategy
• Cultivate strong relationships with the Sales and Marketing team to develop new business opportunities by identifying capital projects, joint ventures, leveraging contacts, pursuing new product development and improving project efficiency
• Cultivate strong relationships with the ICT team to develop new business opportunities by identifying capital projects, joint ventures, leveraging contacts, pursuing new product development, improving project efficiency
• Oversee the planning and implementation of business plans for the penetration of new markets and new business initiatives
• Initiate and lead all phases of new business development, from prospecting and networking, initial relationship development, contract negotiations, and transition to active and ongoing client work
• Partner with legal and governance to ensure that agreements are in place for all new business
• Partner with the Finance & Operations team to develop contracts and pricing that set up RMA for success
• Develop a pipeline of corporate prospects that will lead to achieving annual business development goals for RMA
• Lead the creation of business to business
• strategies that will be supported by comprehensive programmes
• Drive Enterprise Development and Supplier Enterprise Development by overseeing the development of an enterprise development strategy, identifying enterprise development opportunities and ensuring that required spend is achieved.

Stakeholder Relationship Management:

• Strengthen current client and partner relationships in support of account manager’s day-to-day client management and to provide senior-level relationships with corporations and their foundations
• Set up meetings with customers/potential customers to deliver sales pitches and conduct sales of company products and services
• Conduct negotiations to determine contract terms and ensure profitable deals.

Market research and data analytics:

• Partner with the Strategy and Analytics team to develop analytics to monitor the success of products, projects, and activities; market dynamics, market share changes
• Conduct market research to identify developments/changes in industry trends in order to make necessary adjustments.

Staff Management:

• Staff performance monitoring, coaching and development
• Recruitment and selection of new members of the New Business Development team
• Ensuring staffing levels are maintained in order to complete all aspects of the company’s New Business Development Strategy.

Requirements

WHAT YOU'LL BRING TO THE TABLE?

• NQF Level 7: Bachelor’s degree in Business, Marketing, Finance or related field
• At least 8 years of experience as a business development manager, 3 years of which should be at senior management level
• Combination of private/public/non-profit sales experience a plus
• Must demonstrate proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Must have exceptional verbal and written communication skills
• Excellent financial management skills.

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Description

• This role represents a pioneering intersection of actuarial science, behavioural economics, and customer engagement strategy within the insurance enterprise.
• Reporting within the Actuarial division, this position demands deep technical expertise in risk modelling, statistical analysis, and actuarial principles, combined with advanced knowledge of behavioural science frameworks.
• The Executive Actuary – Loyalty and Behavioural Science will drive measurable improvements in customer lifetime value, risk selection, and portfolio profitability through evidence-based behavioural interventions and actuarially sound loyalty program design.

WHAT WILL YOU DO?

Strategic Leadership & Actuarial Vision

• Define and champion the loyalty and behavioral sciences vision across the enterprise, ensuring rigorous alignment with actuarial standards, corporate strategy, enterprise risk appetite, and capital management frameworks.
• Establish a multiyear actuarial roadmap integrating behavioral research into reserving, pricing, capital allocation, and customer engagement innovation.
• Act as a thought leader and subject matter expert, representing the organization at actuarial conferences, industry forums, and regulatory discussions on the application of behavioral science in insurance risk management.
• Collaborate with the Chief Actuary to embed behavioral insights into statutory reporting, experience studies, and actuarial opinion work.

Partnership Development Behavioural Science Integration & Actuarial Modeling

• Lead the design and rigorous testing of behavioral economics frameworks to influence customer decision-making across the policy lifecycle claims, underwriting, renewals, and persistency.
• Develop actuarially validated behavioral nudges and interventions that improve customer compliance, reduce fraudulent claims, enhance risk awareness, and optimize loss ratios.
• Partner with pricing actuaries and product development teams to embed behavioral insights into experience analysis, ratemaking methodologies, GLMs (Generalized Linear Models), and predictive modeling frameworks.
• Conduct credibility weighted analyses to measure the financial impact of behavioral interventions on mortality, morbidity, lapse, and claims experience.
• Integrate behavioral assumptions into actuarial projections, cash flow testing, and embedded value calculations.

Customer Loyalty Programmes & Lifetime Value Optimization

• Drive revenue growth through the commercialization of actuarial capabilities and solutions 
• Develop innovative product offerings leveraging actuarial expertise 
• Create value propositions that effectively communicate complex actuarial concepts to non-technical stakeholders 
• Oversee the development of proposals, business cases, and commercial terms 

Risk & Compliance Alignment

• Ensure all loyalty initiatives comply with actuarial standards of practice, insurance regulations (including IFRS 17, Solvency II where applicable), data privacy laws, and ethical guidelines.
• Collaborate with the Chief Risk Officer and Appointed Actuary to embed loyalty and behavioral strategies into the enterprise risk management framework, Own Risk and Solvency Assessment (ORSA), and stress testing protocols.
• Conduct scenario planning, sensitivity analysis, and actuarial stress testing to evaluate the impact of loyalty incentives on adverse selection, moral hazard, risk exposure, reserves adequacy, and long-term financial sustainability.
• Provide actuarial signoff on behavioral program designs to ensure alignment with risk appetite and capital requirements.

Data, Analytics & Actuarial Insights

• Oversee advanced actuarial analytics teams to generate actionable insights from policyholder behavior, claims patterns, lapse studies, mortality experience, and loyalty program data.
• Drive adoption of machine learning, predictive modeling, survival analysis, and AI techniques including neural networks and ensemble methods to personalize customer engagement while maintaining actuarial rigor.
• Translate complex actuarial data and behavioral research into executive level insights, board presentations, and regulatory submissions.
• Lead the development of experience studies that quantify the financial impact of behavioral interventions on key actuarial assumptions.
• Establish robust data governance frameworks ensuring data quality for actuarial analysis and regulatory compliance.

Stakeholder & Cross-Functional Collaboration

• Partner strategically with Marketing, Sales, Operations, Digital Transformation, Claims, and Underwriting teams to embed actuarially sound loyalty strategies throughout the customer journey.
• Influence C suite executives, the Board of Directors, and Audit Committees by presenting evidence based, actuarially validated recommendations supported by rigorous statistical analysis.
• Build external partnerships with academic institutions, behavioral science experts, actuarial research organizations, technology providers, and regulatory bodies.
• Represent the actuarial perspective in strategic initiatives, ensuring behavioral programs enhance rather than compromise risk selection and portfolio quality.

Innovation & Continuous Improvement

• Benchmark loyalty and behavioral science practices against global leaders in insurance, reinsurance, and financial services, with emphasis on actuarially validated approaches.
• Pilot innovative customer engagement models leveraging gamification, digital ecosystems, behavioral nudges, and dynamic pricing all subject to actuarial validation and regulatory approval.
• Establish a culture of experimentation and actuarial discipline, encouraging controlled trials, randomized experiments, and rapid iteration of loyalty initiatives with measurable outcomes.
• Lead innovation in applying emerging actuarial techniques such as real time risk scoring, personalized pricing, and usage-based insurance models.

Leadership & Talent Development

• Mentor and develop actuarial talent, fostering expertise in behavioral economics, advanced statistical methods, machine learning, and customer engagement analytics.
• Drive organizational awareness and deliver training on behavioral science principles, actuarial applications, and evidence-based decision-making across business units.
• Champion professional development, supporting team members pursuing actuarial qualifications and specialized certifications in data science and behavioral economics.

Requirements

WHAT WILL YOU BRING TO THE TABLE?

• Qualified Actuary (Associate or Fellow) by recognized actuarial professional body (e.g., IFoA, ASSA, SOA)
• 10-15 years of progressive actuarial experience in insurance, with at least 7 years in leadership roles
• Deep expertise in pricing, reserving, predictive modeling, and experience studies
• Proven track record integrating behavioral science principles into actuarial frameworks
• Advanced knowledge of statistical modeling, machine learning, and data analytics
• Proven track record in rolling out or managing a Loyalty Program/s within the Financial Services industry

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Description

THE JOB AT A GLANCE

• As a Senior Portfolio Manager: Partnerships you will be reporting to Head: Affinities & Partnerships, you will be responsible for the management of strategic client partnerships.
• You will be supported by key account executives in the execution of his/her duties. You will focus on the identification and management of key strategic partners with the aim to maximise on business opportunities that generate revenue resources and profitability.
• Key to this role is sales management, Partnership engagements, an operational focus of the various businesses, and understanding of ROI and key life metrics as well as team management. 

WHAT WILL YOU DO?

Front- end Sales Management

• Develop short- and long-term sales strategy to ensure attainment of company sales goals and profitability through the development and maintenance of effective partnerships with key decision makers in key partner organisations.
• Focus on value creation by selling by discussing business strategy and challenges with executive business leaders and delivering sales presentations.
• Set strategy for assigned partners/clients and direct execution in accordance with business objectives.
• Analyse business opportunities in terms of profitability to the company and benefit to each partner.
• Report on sales progress, pipeline reporting and attainment of goals; create accurate forecast for partners on a weekly and monthly basis via pipeline reports.
• Manage and develop partnerships proposals in line with RMA’s strategy and prioritise projects.

Developing and Maintaining Strong Partner Relationships

• Raise RML’s profile by cultivating and establishing productive and professional strategic relationships with key decision makers across current partners.
• Schedule regular visits to partners.
• Oversee existing relationships with senior leaders at key partner organizations and ensuring service levels and expectations are met.
• Help maintain and ensure partner renewal rates.

Operational Focus

• Work with partners to identify strategic opportunities for future collaboration and growth.
• Measure effectiveness of customer success through metrics and data in order to Influence future lifetime value through higher customer satisfaction and overall health scores.
• Evaluate effectivity of partner relationships and engagements in delivering positive ROI.
• Develop strong relationships with partners maximise revenue streams and explore new initiatives that will drive revenue growth and offer RMA brand and media presence across key markets.
• Responsible for setting the direction for development of partnership relationships and helps negotiate partner agreements.

Team Management

• Manages a team of specialists who enhance existing relationships, deliver campaigns and further penetrate existing accounts.
• Set staff and departmental performance targets and expectations, ensuring that the targets and expectations are achieved through regular monitoring and management
• Identify talent within the team and develop employees through effective staff management and assist them in meeting their training requirements and achieving their career aspirations
• Identify and recruit new staff members
• Ensure that financial resources are used efficiently and effectively.
• Manage and maintain relationships with RMA’s PR Agencies and work jointly with the agencies and business to write editorials, advertorials etc.

Requirements

• NQF Level 7: Degree in Business Management
• Postgraduate Degree in Business Management (advantageous)
• RE5
• Key Individual (Advantageous)
• CFP (Advantageous)
• 5 – 8 years Financial Services Industry Knowledge
• 5 years Long term insurance experience
• 3 years management experience
• Experience in Insurance/Financial Services sector (preferred)
• Must have a proven sales track record
• Experience engaging with C-suite clients
• Proven experience in building and managing strategic partnerships with key account organisations at executive levels.
• Proven experience in driving sales revenue generation activities through effective partnership development and maintenance
• Financial Services Industry Knowledge
• Legal technical Knowledge (product related)
• New and Existing business processes
• Advanced understanding and application of the end-to-end Key Accounts Management function
• Experience managing budgets and sales teams
• Sound Long-term (Life) Insurance knowledge and experience
• Strong insurance product knowledge (group benefits)
• Proven track record on setting, achieving and exceeding sales targets
• Extensive experience developing partnerships with
• Ability to demonstrate past sales achievement in large and complex deals
• Financial Services Industry Knowledge
• Legal technical Knowledge (product related)
• Must have knowledge of employee benefits
• Strong relationship building skills and an entrepreneurial approach that leverages further opportunities

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Description

THE JOB AT A GLANCE

• The Finance Production Business Partner is responsible for providing financial expertise, analysis, and support to operational business units. This role involves translating financial data into actionable insights, supporting the implementation of financial strategies, and facilitating effective decision-making processes to drive business performance in alignment with the organization’s goals and objectives.

WHAT WILL YOU DO?

Financial Analysis & Support

• Provide comprehensive financial analysis and interpretation of business performance data to operational teams and management.
• Support the development and implementation of financial strategies and initiatives aligned with the five-year business plan.
• Analyze financial information to identify trends, opportunities, and risks, presenting findings with recommended actions.
• Collaborate with business leaders to develop financial solutions that support operational objectives and strategic goals.
• Provide financial guidance and expertise to non-finance stakeholders to enable informed decision-making.

Forecasting & Planning

• Support the quarterly financial forecasting processes, coordinating data collection and validation from business units.
• Develop financial models to support business planning and decision-making processes.
• Analyze forecast variances and work with business units to understand drivers and implement corrective actions.
• Contribute to the annual budgeting process, providing financial expertise and business insights.
• Maintain and enhance forecasting tools and methodologies to improve accuracy and efficiency.

Project Support & Investment Analysis

• Provide financial analysis and support for capital expenditure proposals and business cases.
• Assess financial implications of proposed projects and initiatives, including ROI and payback calculations.
• Support due diligence efforts related to potential acquisitions or business expansion opportunities.
• Monitor financial performance of projects against planned outcomes, highlighting variances and recommending actions.
• Collaborate with project teams to ensure financial considerations are appropriately addressed.

Risk Management & Compliance

• Support scenario modelling to assess business risks and aid decision-making at the operational level.
• Ensure compliance with financial policies, procedures, and controls within assigned business areas.
• Identify and report on financial risks within operational business units.
• Contribute to the development of risk mitigation strategies in collaboration with the Head of Finance Strategy & Business Partnering.
• Support stress testing and sensitivity analysis for key business initiatives.

Stakeholder Management

• Build and maintain effective relationships with key stakeholders in operational business units.
• Translate complex financial information into clear, actionable insights for non-finance audiences.
• Partner with operational teams to provide financial guidance and support decision-making processes.
• Represent the finance function in cross-functional meetings and project teams.
• Communicate financial performance and insights effectively to various levels of management.

Performance Measurement 

• Calculate KPI’s & performance scorecard.
• Support HR in measuring performance relating to performance incentives.
• Support HR with ASR processes.
• Liaise with the actuarial department on reporting of value-add metrics (EV, RoEV, VNB, VIF, etc.)

Requirements

Minimum Qualification

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• Must have a professional accounting certification (CA (SA), CIMA).
• Advanced Excel and financial modelling skills.

Minimum Experience

• Minimum 5-7 years of experience in financial analysis, business partnering, or related finance roles.
• Demonstrated experience in supporting operational business units with financial analysis and insights.
• Experience in forecasting, budgeting, and financial planning processes.
• Prior experience in project financial analysis and business case development.
• Experience in developing financial reports and presentations for management audiences.

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Description

THE JOB AT A GLANCE

• Reporting to the Head: HRBP, the Human Resources Business Partner (HRBP) will be responsible for managing and translating the People agenda for the assigned division/s.
• The HRBP will be required to deliver a full suite of HR functions across the HR life cycle in their assigned divisions. The incumbent will also act as a trusted advisor and strategic partner to the executive and management teams in the assigned division while ensuring that the Human Capital capability is effectively enabled.

WHAT YOU WILL DO

Strategic HR

• Effectively translate the HR strategy across the HR value chain and ensure organisational  alignment through tactical plans
• Support the Head: HRBP with designing,  developing and implementing innovative,  value-added solutions to align with business  objectives
• Deliver a full suite of HR functions across HR  life cycle by assessing business needs and  engaging with HR Centres of Excellence to  identify appropriate solutions to help steer  business in the right direction.

Organisational Development 

• Execute recruitment plans in line with the workforce plan and defined budget and participate in candidate interviews and decision-making processes
• Manage the end-to-end Performance management process including performance contracting, performance reviews, development of PDPs while ensuring that information is submitted timeously
• Provide expert guide to line management on performance management processes, policies and practices 
• Manage the end-to-end Talent management processes including proactively identifying key talent and ensuring that talent management strategies are implemented e.g. career discussions with manager, career development plan with clear objectives and goals, provision of mentors etc.
• Manage the end-to-end succession management process for the assigned division, including succession reviews, ensuring adequate bench strengths, conducting skills gap analyses)
• Gain an in-depth knowledge of the business unit’s talent, to actively identify performance gaps, skill gaps, leadership gaps and decreased employee engagement
• Understand RMAs culture and ensure that it is driven, communicated and lived throughout the assigned division
• Institutionalise the change capability within the assigned division by assisting line management with leading and facilitating change.

Ensure Sustainable Employee Engagement

• Facilitate the implementation of engagement surveys
• Engage with management to interpret the results of engagement surveys and advise management on how to improve engagement and sustain engagement levels
• Provide recommendations and implement solutions to motivate, develop and retain employees.

Provide Ongoing HR Business Partnering to management

• Proactively partner with clients to identify strategic issues, workforce planning or organisational design challenges and provide advice and expertise to help develop creative solutions in collaboration with the relevant Centres of Excellence
• Provide expert guidance and general HR thought leadership to management on all HR process across the employee life cycle
• Consult & collaborate with management teams to identify HR initiatives that facilitate the enablement of their teams
• Actively engage with management across all levels to gain an in depth understanding of the business objectives and processes, to ensure that the people related agenda will lend to organisational efficiency, improved people management skills, and a shorter response time for HR.
• Seek integrated solutions for people management issues that link the HR agenda to the business agenda
• Maintain a correct balance between supporting the business to achieve its business objectives and being the voice of HR.

HR Operations Management

• Provide guidance and coaching to line managers and employees on ER related issues by assisting them with correctly interpreting legislation, policies and procedures
• Initiate and participate in disciplinary hearings as and when required
• Assist line managers with implementing fair procedures when dealing with misconduct, poor performance and incapacity and ensure fairness and consistency in application across assigned divisions
• Provide advice and guidance and management on all HC processes and procedures
• Analyse trends and metrics to identify problems in people management areas such as absenteeism, disciplinaries and performance management
• Provide accurate and professional reports and presentations for the management team if and when required.

Reporting

• Analyse trends and metrics to identify problems in people management areas such as absenteeism, disciplinaries and performance management
• Provide accurate and professional reports and presentations for the management team if and when required.

Requirements

WHAT YOU'LL BRING TO THE TABLE

• NQF Level 7: Bachelor’s Degree in Human Resources or related field
• 3 to 5 years’ experience as a human resource business partner / HR generalist
• Knowledge of South African Labour Law advantageous
• Excellent working knowledge of the South African Labour Law
• Solid experience in and full understanding of the end-to-end employee life cycle
• Ability to engage at all levels
• Ability to operate strategically as well as operationally
• Experience in the medical aid / health management / insurance/IT industry is advantageous
• Knowledge of business policies, processes and procedures, legal compliance.

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Description

THE JOB AT A GLANCE

• The Channel Marketing Manager is responsible for developing and executing an integrated channel and partner marketing strategy that supports all commercial growth priorities within RMA’s Commercial & Partnerships division.

As a direct report to the CEO: C&P, the role serves as the central marketing engine for:

• Direct Sales
• Broker & Intermediary Networks
• Alternative Distribution
• Relationship & Stakeholder Management
• Municipal & Public Sector Engagement
• Affinity & Partnership Channels

The incumbent strengthens employer, partner, and stakeholder engagement, enhances brand visibility, ensures market conduct compliance, and creates data-led marketing programmes that drive acquisition, retention, and channel productivity—while reinforcing RMA’s identity as a trusted social insurer under the COIDA mandate.

WHAT YOU WILL DO

Channel Marketing Strategy

• Develop and implement an integrated channel marketing strategy across all RMA distribution channels
• Align marketing plans with RMA’s growth roadmap (e.g., expansion into Class XIII sectors, Life product penetration, employer retention)
• Ensure every channel has clear positioning, value propositions, and campaign plans tailored to audience needs (large employers, SMEs, brokers, unions, public entities, affinity partners).

Campaign Development & Execution

• Build channel specific campaigns that support lead generation, education, employer onboarding, claim process awareness, and compliance engagement
• Partner with Sales & Distribution, Relationship Management, and Stakeholder Management to deliver targeted marketing materials and employer facing communication tools
• Oversee digital marketing touchpoints, including CRM communications, employer portal updates, email journeys, and segment targeted content.

Broker & Partner Marketing

• Design and manage a Partner Marketing Framework to support brokers, intermediaries, public‑sector partners, affinity groups, and occupational health networks
• Produce accredited broker toolkits, compliance‑aligned product briefs, and sales enablement materials
• Support partner onboarding with welcome packs, training assets, and marketing enablement workflows.

Brand, Messaging & Market Conduct

• Ensure all channel communication reinforces RMA’s brand promise: “People before profit” and aligns to the values of compassion, accountability, and integrity
• Guarantee compliance with TCF, POPIA, FSCA conduct requirements, public sector communication standards, and COIDA-aligned messaging
• Maintain a consistent tone, narrative, and visual identity across all channels.

Sales Enablement

• Develop fit‑for‑purpose sales enablement materials: presentations, brochures, employer toolkits, product sheets, FAQs, and objections‑handling guides
• Work closely with Sales Support and CRM teams to ensure accurate and updated employer/partner information
• Support tender participation through content structuring, capability showcases, and solution positioning.

Insights, Analytics & Performance Management

• Use CRM and analytics platforms to track channel engagement, campaign performance, retention drivers, and employer behaviour
• Create dashboards and reporting packs for EXCO, Sales & Distribution leadership, and Relationship Management teams
• Measure ROI for channel initiatives and adjust plans based on performance insights.

Requirements

WHAT YOU'LL BRING TO THE TABLE

• Bachelor’s degree in Marketing, Communications, Brand Management, Business, or similar field
• Honours degree or postgraduate qualification (e.g., Marketing, Digital Strategy, MBA) preferred
• Relevant certifications (Digital Marketing, CRM, Content Strategy)
• 8–10+ years channel, B2B, or partner marketing experience in insurance, financial services, social protection, or regulated industries
• Experience supporting multi-channel distribution (brokers, direct sales, public sector, alternative channels)
• Demonstrated success driving campaigns that support sales, stakeholder engagement, and customer education
• Experience working with compliance‑heavy, sensitive, or public‑interest communications
• Strong background in digital marketing, CRM campaigning, segmentation, and data insights
• Insurance and/or social protection marketing understanding (COIDA context advantageous)
• Deep knowledge of channel segmentation, employer lifecycle communication, and B2B content strategy
• Experience in broker and partner ecosystems, including co-marketing and joint value positioning
• Strong command of CRM systems, marketing automation, analytics, and campaign reporting
• Knowledge of regulatory and compliance standards (FSCA conduct, TCF, POPIA)
• Exceptional content development ability (narratives, presentations, strategic messaging)
• Skilled in digital and omni-channel campaign delivery
• Strong brand management, storytelling, and design briefing capability
• Ability to influence senior sales leaders, partners, employer representatives, and internal executives
• Strong facilitation and communication skills for cross-functional alignment
• Team leadership and development capability
• Project management, budgeting, and multi‑channel planning
• Data interpretation, insight translation, and performance optimization.

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Description

THE JOB AT A GLANCE

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

WHAT YOU WILL DO

Growing the RMA 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 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 Consultants:

• Identify training requirements and organise with the Stakeholder Training Consultants.

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

Requirements

WHAT YOU'LL BRING TO THE TABLE

• NQF Level 6: Diploma in Insurance or a related field
• Experience within the Short-term insurance / Medical Insurance or Long-term Insurance field
• 2-3 years’ experience in sales, customer service or claims within an insurance environment would be preferable
• Experience in selling and growing business, sales and generating 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 Literacy: Particularly using Outlook, Excel spreadsheets and the Internet
• Data interpretation and report writing skills
• Must be able to travel for business related matters
• Customer centricity
• Strong selling abilities
• Multilingual
• Ability to check work accurately
• 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.

Closing date: 3rd June 2026