Top Roles at Rand Mutual - RMA

THE JOB AT A GLANCE

• As a Senior Portfolio Manager: Consumer Distribution you will be reporting to GM: Consumer Distribution, you will be responsible for the management of strategic client relationships.
• 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, partner 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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THE JOB AT A GLANCE

• The Head: Stakeholder Management will support the Managing Executive: Stakeholder & New Business Development and the team by execution, performance tracking and commercial outcomes across the portfolio. This also includes indirect support to the Stakeholder, new Business development and relationships, budget and planning of the function.
• This is a strategic and operational role. It is fundamental in supporting the ME and the Heads to build Stakeholder management, new business development and relationship capabilities for better outcomes and performance. It is fundamental to support in the development of the different segments strategies and consolidating at an overall stakeholder management, new business development and relationship.
• Work with the different teams and stakeholders to report properly on the performance in line with the strategy. They will ensure that the team is enabled to prepare the client analysis report for client engagement, dashboards and overall reporting at C&P Advisory Board, Exco, MANCO and Townhalls.
• They are enterprise-level custodian of segmentation model, lead generation Enablement, CRM & Data Governance, Incentive Governance, and GTM Execution within Stakeholder Management, New Business development & Relationship. The role ensures that the lead generation ecosystem is high- performing, data-driven, compliant and capable of delivering the target set for Stakeholder Management, New Business Development & Relationship and the broader C&P mandate. Support the team to identify compliance and risk related relationships and engagement issues and manage these appropriately.
• They are responsible for strategy and execution, translating executive strategy into clear plans, milestones and KPIs. They will track delivery of strategic initiatives and flag risks early. Support business planning, budgeting and forecasting processes.
• They will support the ME to monitor business performance against targets, analyze trends, variances and opportunities for improvement. Coordinate across functions to unblock issues and drive alignment, prepare Exco, Board and management reports and ensure decisions are implemented and followed through.
• They will also be responsible for leading and supporting priority projects on behalf of the executive, track dependencies, timelines and outcomes. Support organizational change and new operating models.
• They will work with the channel marketing team and communication teams for the management of segmentation model related issues and monitor new business enablement strategic projects.
• This role acts as the strategic integrator between sales channels, Marketing, Actuarial, LRC (1st line), Quality Management, Customer, Collections/Debtors, and Onboarding/Policy Administration, ensuring the entire value chain is coordinated, insight led, and optimized.

WHAT YOU WILL DO

New Business Development operations leadership

• Own the complete Segmentation model Framework across all segments
• Design and institutionalize end-to-end value chain processes, covering segmentation, targeting, lead origination, prospecting, solutioning, pricing inputs, onboarding, retention, and cross sell
• Establish operating rhythms for weekly, monthly, and quarterly performance reviews with the ME and segmentation heads
• Lead improvements in productivity, resource allocation, coverage design, and segmentation deployment models.

Lead Generation Enablement & GTM Leadership

• Build and maintain a GTM enablement engine (collateral, playbooks, competitive intelligence, tender library, pricing input templates)
• Partner with Channel Marketing & Partner Marketing to operate segmented strategies across all segments
• Ensure lead generation onboarding, readiness assessments, and skills uplift pathways are standardized.

CRM, Data Governance & Advanced Lead Generation Analytics

• Own governance and optimization of the CRM platform (workflow design, pipeline stages, etc)
• Manage the updating of the different Dashboards API/lives, segment penetration, revenue impact, win/loss analytics, and customer tier performance
• Drive data integrity standards, audit cycles.

Incentive Model Stewardship & Performance Governance

• Support review of incentive models with ME, HR, Finance & LRC
• Govern eligibility rules, payout logic, compliance requirements, and audit readiness
• Produce monthly incentive performance packs with full traceability
• Zero tolerance for incentive leakage, non-compliance, or inaccurate payouts.

Cross Functional Integration & Stakeholder Governance

Coordinate cross value chain workflows with:

• Onboarding, Policy Administration & Membership
• Customer Service & Complaints
• Quality Management
• Actuarial (pricing & technical marketing)
• LRC (1st line)
• Collections & Debtors
• Ensure new business development and relationship is fully aligned with Group reporting, governance, and assurance requirements
• Support relationship management with the Compensation Fund from an operational execution perspective.

Strategic & Financial KPIs 

• Delivery of COID lives growth targets, by channel and segment
• Accuracy of 3‑month and 12‑month sales forecasts (≤ ±10% variance)
• Sector penetration and productivity uplift across priority sectors defined in BOS strategy.

Sales Value Chain KPIs 

• Pipeline velocity, conversion rates, and cycle time improvement
• CRM audit score: ≥ 98% data completeness, <1% duplication
• SLA adherence across value chain with Customer, Onboarding, and Collections.

People & Leadership 

• Engagement, retention, and capability growth of the Sales Support team
• Adoption rates of sales enablement tools, processes, and systems.

Requirements

WHAT YOU'LL BRING TO THE TABLE

• Bachelor’s degree (NQF 7) in Business/Commerce/Insurance or related field
• 8+ years’ experience in Relationship Management, Key Account Management or Corporate Segmentation—3 years at senior level
• 8–10 years of experience in Sales Operations, Sales Enablement, Commercial Excellence, or Revenue Operations
• 5+ years leadership experience
• Proven experience improving sales productivity, standardizing sales operations, and leading data‑driven decisioning
• Exposure to COID, social insurance, brokers/intermediaries, or large B2B/B2B2C ecosystems (Advantageous)
• Sales value chain design, optimization, and governance
• CRM strategy, design, and administration
• Advanced analytics, dashboarding, and forecasting
• Incentive design and compliance
• Bid/proposal management and GTM playbook development.

Closing date: 22nd June 2026

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Description

THE JOB AT A GLANCE

• The QA Manager role serves as the first line operational assurance provider, reporting to the Head of Quality Management and is responsible for leading and embedding a robust Quality Assurance capability across the Group's core operations to ensure consistent service delivery, operational excellence, regulatory compliance and superior customer outcomes. The role drives the implementation and continuous improvement of the Quality Assurance Framework, methodologies, standards, and governance practices, ensuring quality principles are integrated into day-to-day operations and strategic initiatives.
• The incumbent will oversee the design, execution, and monitoring of quality assurance programmes, including transactional quality assessments, operational control testing, customer experience assurance, and operational performance reviews. Through data-driven insights and root cause analysis, the QA Manager will identify quality gaps, operational risks, process failures, control weaknesses, and improvement opportunities, partnering with business leaders to implement sustainable corrective and preventative actions that reduce errors, rework, complaints, operational losses, and customer detractors.
• The role is accountable for supporting, maintaining, and continuously improving the Group's ISO 9001:2015 Quality Management System (QMS) by ensuring adherence to documented processes, quality standards, internal control requirements, and continual improvement principles. This includes coordinating quality audits, monitoring nonconformances and corrective actions, supporting management reviews, maintaining quality documentation, reporting on quality performance, and promoting a culture of quality excellence and process discipline across the organisation.
• The QA Manager will also play a key role in integrating Operational Quality Assurance into the Group's Combined Assurance framework, providing independent assurance over operational effectiveness, process compliance, customer outcomes, and key operational controls.
• The role will collaborate closely with Risk Management, Compliance, Internal Audit, Process Engineering, and business stakeholders to strengthen assurance coverage, reduce duplication of assurance activities, identify emerging operational risks, and provide consolidated insights that support effective governance, risk management, and control oversight.

WHAT YOU WILL DO

Lead and Implement the RMA Quality Assurance Strategy and Framework

• Implement and embed the Group Quality Assurance Framework, methodology,  standards and governance practices across all operational areas
• Drive the execution of the Quality
• Assurance strategy aligned to Operational Excellence, customer experience, risk management and business objectives
• Establish quality standards, performance measures, quality scorecards and
• assurance plans across core business functions
• Build and sustain a culture of quality, accountability and continuous improvement through ongoing monitoring, coaching and stakeholder engagement
• Monitor quality outcomes and customer experience trends to identify opportunities for improvement.

Maintain and Enhance the ISO 9001 Quality Management System

• Maintain compliance with ISO 9001:2015 requirements and Quality Management System standards
• Coordinate internal quality audits, management reviews, corrective actions and continual improvement initiatives
• Ensure quality documentation, policies, procedures and records are maintained and controlled
• Monitor non-conformances and drive timely implementation of corrective and preventative actions
• Promote risk-based thinking and continual improvement throughout the organisation.

Develop and Standardise Quality Assurance Methodologies, Governance and Assurance Practices

• Develop and maintain quality assurance methodologies, standards, scorecards, sampling frameworks and governance practices
• Design quality assessment approaches to evaluate customer, operational, compliance and process outcomes
• Standardise quality monitoring practices across business units and operational functions
• Ensure quality assurance methodologies remain aligned to regulatory, operational and customer requirements
• Continuously enhance assurance approaches through data analysis and industry best practice.

Integrate Operational Quality Assurance into the Combined Assurance Ecosystem

• Provide first-line operational assurance over process compliance, operational controls and customer outcomes
• Collaborate with Legal, Risk, Compliance, Internal Audit and Process Engineering teams to strengthen assurance coverage
• Align quality assurance activities to operational risks, controls and Combined
• Assurance requirements. Monitor control effectiveness and identify emerging operational risks and process failures
• Provide consolidated assurance insights to management and governance forums.

Drive Operational Improvement, Process Compliance and Control Effectiveness

• Monitor adherence to approved processes, policies and standard operating procedures
• Conduct root cause analysis on quality failures, control weaknesses, customer complaints and operational risks
• Identify opportunities for process optimisation, automation, standardization and operational improvement
• Partner with Process Engineering and operational teams to implement sustainable corrective actions
• Evaluate the effectiveness of operational controls and process compliance.

Leadership, Stakeholder Management and Quality Culture

• Lead, coach and develop the Quality Assurance team to achieve operational and strategic objectives
• Build strong relationships with business leaders and stakeholders across the Group
• Promote a culture of quality, customer centricity, accountability and continuous improvement
• Support organisational change initiatives and drive adoption of quality practices
• Ensure optimal utilisation of resources and achievement of team performance objectives.

Quality Assurance Reporting

• Produce accurate, timely and insightful quality assurance reports for operational management, governance committees and executive stakeholders
• Report on quality performance, customer outcomes, operational risks, control effectiveness, audit findings and improvement initiatives
• Analyse trends and provide actionable recommendations to improve quality and operational performance
• Maintain reporting standards, governance requirements and data integrity
• Support management decision-making through meaningful assurance insights.

Requirements

WHAT YOU'LL BRING TO THE TABLE

• NQF Level 7 qualification in Business Management, Operations Management, Industrial Engineering, Process Engineering, Quality Management, Risk Management, or a related field
• Professional certification in Quality Management or Quality Assurance (e.g. ISO 9001 Lead
• Auditor/Lead Implementer, Certified Quality Manager, Quality Assurance Practitioner or equivalent) will be advantageous
• Lean, Six Sigma (Yellow Belt/Green Belt) or Continuous Improvement certification preferred
• Certification or training in Business Process Management (BPM), Process Engineering, Operational Excellence, Risk Management, or Governance will be advantageous
• Demonstrated experience within a financial services, insurance, healthcare administration, or other highly regulated service environment
• Experience operating within a complex, multi-functional or group environment is preferred
• Minimum 6–8 years' experience in a Quality Assurance, Operational Assurance, Quality Management, Process Engineering, Industrial Engineering, Operational Excellence, or Continuous Improvement environment
• At least 5 years' management experience leading quality, assurance, process improvement, or operational performance teams
• Proven experience designing, implementing, and managing enterprise-wide Quality Management Systems (QMS) across multiple business functions
• Demonstrated experience supporting and maintaining ISO 9001 Quality Management Systems, including internal audits, corrective action management, and continual improvement programmes
• Proven experience in business process improvement, root cause analysis, and operational performance enhancement
• Experience in process governance, implementation of process controls and standard operating procedures
• Experience developing and implementing quality assurance frameworks, methodologies, scorecards, quality standards, and assurance reporting
• Experience collaborating with Risk, Compliance, Internal Audit, Process Engineering, and operational stakeholders within a governance or Combined Assurance environment
• Demonstrated success in leading operational improvement initiatives, customer experience improvements, automation opportunities, and efficiency programmes
• Advanced knowledge of Quality Assurance, Quality Management, Operational Assurance
• Continuous Improvement, and Customer Experience management principles and methodologies
• Strong understanding of ISO 9001:2015 Quality Management Systems and continual improvement practices
• Knowledge of governance, risk management, internal controls, compliance, and Combined Assurance principles
• Sound understanding of insurance, financial services, or other regulated industry operating environments
• Strong stakeholder engagement, influencing, negotiation, and relationship management skills across all organisational levels
• Ability to establish, implement, and monitor quality standards, assurance frameworks, methodologies, and governance practices
• Ability to assess operational effectiveness, process compliance, control adequacy, and customer experience outcomes
• Strong analytical and problem-solving skills with the ability to identify root causes and implement sustainable corrective and preventative actions
• Ability to translate quality assurance insights into measurable operational improvements and enhanced customer outcomes
• Strong leadership, coaching, mentoring, and people management capability
• Excellent written, verbal, presentation, and report-writing skills, including the ability to present insights and recommendations to senior management
• Strong project, change management, and continuous improvement capabilities
• Ability to identify process, system, control, and capability improvement opportunities across the business
• Proficiency in quality monitoring tools, reporting platforms, data analytics, and Microsoft Office applications
• Ability to leverage technology and automation to enhance quality monitoring, assurance effectiveness, and operational performance
• Strong planning, organisational, and execution skills with the ability to manage multiple priorities in a fast-paced environment
• Insurance, financial services, healthcare administration, or other regulated industry experience is strongly advantageous
• Experience within an organisation operating under an ISO 9001-certified Quality Management System will be advantageous
• Experience working within a Combined Assurance, Operational Risk, or Governance framework will be advantageous
• Knowledge of organisational policies, governance frameworks, business processes, operational controls, regulatory and legal compliance requirements, risk management principles, and the application of ISO 9001 Quality Management Systems (QMS) within a regulated financial services environment.

Closing date: 24th June 2026

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Description

• To provide strategic actuarial leadership in identifying, evaluating, developing and commercialising growth opportunities across RMA's insurance, healthcare, asset management and adjacent market ecosystems.
• The role is accountable for leveraging actuarial, commercial and strategic expertise to support the expansion of existing markets, identify new revenue streams, develop innovative business opportunities, assess strategic partnerships, and enhance shareholder value through sustainable growth initiatives.
• Acting as a trusted advisor to executive leadership, the Executive Actuary: Business Development & Strategic Growth combines analytical rigour with commercial acumen to drive strategic decision-making, influence enterprise growth strategies, and support RMA's long-term ambitions within both traditional and emerging markets.

WHAT WILL YOU DO?

Strategic Business Development

• Identify and evaluate strategic growth opportunities across RMA and adjacent markets.
• Develop business development strategies aligned to RMA's long-term growth objectives.
• Support diversification initiatives through market expansion and innovation.
• Monitor industry developments and emerging trends to identify future opportunities.
• Provide strategic recommendations to executive leadership regarding growth priorities.

Opportunity Identification and Assessment

• Lead commercial and actuarial assessment of new business opportunities.
• Develop and evaluate business cases for new products, partnerships and market opportunities.
• Assess commercial viability, profitability, scalability and strategic fit of opportunities.
• Conduct scenario modelling and financial forecasting to support decision-making.
• Evaluate risks and returns associated with strategic growth initiatives.

Strategic Partnerships and Ecosystem Development

• Identify and cultivate strategic partnerships that support growth objectives.
• Assess partnership opportunities from both commercial and actuarial perspectives.
• Support negotiation and structuring of strategic agreements.
• Develop ecosystem-based growth opportunities that strengthen RMA's market position.
• Collaborate with executive leaders to establish mutually beneficial partnerships.

Product and Proposition Innovation

• Support the development of innovative insurance, healthcare and financial solutions.
• Identify opportunities to enhance existing product offerings.
• Collaborate with product, actuarial and commercial teams to commercialise new propositions.
• Evaluate customer needs and market gaps to inform innovation priorities.
• Drive data-informed decision-making regarding future product investments.

Commercial Growth and Value Creation

• Support achievement of revenue growth and profitability objectives.
• Identify opportunities to improve customer value and market penetration.
• Drive initiatives that enhance shareholder value and long-term sustainability.
• Assess acquisition, joint venture and strategic investment opportunities where relevant.
• Provide actuarial insight into commercial decision-making processes.

Executive Stakeholder Engagement

• Engage with executive leadership on strategic growth opportunities.
• Present business cases and recommendations to Exco, Board Committees and senior stakeholders.
• Influence strategic decisions through evidence-based analysis and commercial insight.
• Build strong relationships across business units to facilitate collaboration.
• Represent RMA in strategic discussions with external stakeholders where appropriate.

People Leadership and Capability Development

• Lead and develop specialist teams where applicable.
• Foster a culture of innovation, curiosity and commercial thinking.
• Mentor actuarial and commercial talent in strategic growth disciplines.
• Build organisational capability in opportunity assessment and commercial analytics.
• Promote collaboration across actuarial, commercial and product teams.

Requirements

WHAT WILL YOU BRING TO THE TABLE?

• Postgraduate qualification in Actuarial Science, Mathematics, Statistics, Economics, Finance or related field.
• Qualified Actuary
• MBA or equivalent postgraduate business qualification advantageous.
• 10–15 years' experience within actuarial, commercial, strategy or business development environments.
• Demonstrated experience in growth strategy, commercial evaluation, business case development or corporate strategy.
• Experience operating at executive or senior leadership level.
• Proven ability to influence strategic business decisions.
• Experience within insurance, financial services, healthcare or asset management environments preferred.
• Experience evaluating strategic partnerships, acquisitions or growth opportunities advantageous.

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Description

THE JOB AT A GLANCE

• As the Client Service Administrator, you will be reporting into the Team Leader: New Business. Your role is to support sales team with all related administrative and coordination functions for effective and efficient service delivery to all stakeholders.

WHAT WILL YOU DO?

• General administration support to Key account Executive
• Standby assistance to Key account executive
• Telephonic and e-mail query management
• And effective feedback to clients
• NON-COID New business management and professional feedback
• Weekly and monthly reports management
• Provide data and guides to help the sales team
• Develop and monitor performance indicators
• Manage sales tracking tools and report on important information
• Keep record of sales trends
• Liaise with Key account executive to develop specific sales strategies and ensuring happy clients
• Stay up to date with new product and feature launches and ensure sales team is on board
• Inter department enquiry management
• Excellent customer service and effective communication.

WHAT YOU'LL BRING TO THE TABLE?

• Grade 12 qualification/Matric Certificate
• NQF5/Diploma in Business Management
• 3 years sales administrative support experience
• Advanced Computer literacy - MS Office skills
• Ability to organise
• Ability to work under pressure
• Attention to detail and accuracy skill
• Verbal and written communication skills
• Professional personal presentation skills
• Customer centricity
• Information management skills
• Organising and planning skills
• Coordinating meetings
• High Numeracy skills

Closing date: 25th June 2026

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Description

• The Executive Finance RMA will be responsible for overseeing the financial reporting and operational finance aspects of the RMA Business , this will involve oversight of the internal and external reporting processes and undertaking business insights analysis that is required for IAH.
• The incumbent will also be responsible for delivering on finance change initiatives and a best-in-class Finance division that will provide timely and intelligent insights and transactional support to help make RMA a Business of Significance.

WHAT WILL YOU DO?

Financial Reporting

• Manage the reporting department to ensure sound financial control, adherence to policies, secure and accurate financial reporting
• Provide financial reports and interpreting financial information to managerial staff while recommending further courses of action
• Provide risk management with inputs for qualitative regulatory returns; Continuous process improvement
• Address queries regarding IFRS accounting treatment
• Review Internal Processes and ensure adequate system of Internal Control
• Review the Group annual financial statements ensuring compliance with latest standards

Success Measure

• AFS
• Monthly management accounts
• Clean control environment

Financial Analysis

• Compile key business metrics and report on them to management
• Maintain the overall financial health of the organisation by monitoring and evaluating the profitability
• Review the performance of competitors and report on key financial benchmarking analyses
• Interpret the company's financial results to management and recommend improvement activities
• Create additional analyses and reports as requested by management
• Develop trends and projections for the companies finances
• Review all WIP variances and where necessary revise standard or average costs as necessary.
• Produce key financial ratios for the Group as well as statistical information
• Analyse costs, pricing, variable contributions, sales results and the company’s actual performance compared to the business plans

Success Measure

• Monthly finance EXCO reports
• Analyses reports
• Budget

Budgeting and Business Planning

• Manage the capital budgeting process, based on constraint analysis and discounted cash flow analysis
• Manage the preparation of the company’s budget
• Ensure information is collated for budget planning process
• Review and monitor cost data accumulation within the business and to ensure that the Ability accounting system is aligned to provide an appropriate level of costing information to management
• Management the process of collation of strategic projects and their impact on the budget
• Assist the business in managing capacity requirements and the impact on the budget

Success Measure

• Approved budget and forecasts
• Input on the strategy

Management Of Costs And Analyses

• Participate in target costing activities to create products that meeting predetermined price goals
• Engage in benchmarking studies to establish areas of potential operational improvement In collaboration with the Actuarial team, assist in the determination of product pricing in relation to features offered and competitor pricing
• Review cost model and ensure correct % and products used and taken into account for shared services, between the different entities
• Review the analysis of different cost drivers for the insurance business and administration expenses and sign off reports and recommendations

Success Measure

• Approved budget and forecasts
• Input on the strategy

Oversee Efficient Financial Operations Areas

• Ensure adequate internal process to ensure efficient transactional operations
• Develop adequate KPI’s to monitor appropriate delivery and ensure compliance to legislative requirements for procurement, COIDA ACT membership collection
• Premium collections and retentions targets maintained

Success Measure

• Clean control environment
• Achievement of growth targets
• Provide Financial Expertise In The Identification Of New Business/Investment Opportunities
• As and when required, report on investment opportunities, analyse feasibility of opportunities and provide recommendations to management on profitability of new investment opportunities.
• Collect and analyse data of present and past investments and operations, trends and costs, estimated and realised revenues, administrative commitments etc.
• Develop and use high quality financial modelling to assess and predict outcomes, financial risks and returns of investment decisions
• Provide expertise by conducting feasibility studies for business expansion and new business acquisitions
• Conduct valuations for Mergers & Acquisitions (M&A) if and when required in conjunction with the Corporate Finance Specialist
• Prepare and present proposals/business cases, pitches and/or formal presentations to senior management on investment/ capital allocation opportunities
• Partner with the Corporate Finance Specialist to provide investment advice and recommendations to the Executive Committee, Shareholders and Board on how to meet targets, use and allocate excess capital (including but not limited to merger and acquisition initiatives, potential opportunities, and financial due diligence)
• Develop and use high quality financial modelling to assess and predict outcomes, financial risks and returns of investment decisions
• Provide expertise by conducting feasibility studies for business expansion and new business acquisitions
• Conduct valuations for Mergers & Acquisitions (M&A) if and when required in conjunction with the Corporate Finance Specialist
• Prepare and present proposals/business cases, pitches and/or formal presentations to senior management on investment/ capital allocation opportunities
• Partner with the Corporate Finance Specialist to provide investment advice and recommendations to the Executive Committee, Shareholders and Board on how to meet targets, use and allocate excess capital (including but not limited to merger and acquisition initiatives, potential opportunities, and financial due diligence)
• Provide input into commercial partner agreements by structuring the financial aspects thereof Negotiate and structure financial details
• Partner with the Corporate Finance Specialist in advising on investment activities and provide strategies that the company should take

Success Measure

• Business Cases to the Audit Comm and EXCO
• Acquisition valuations
• Partnerships and new product pricing

Staff Management and Leadership

• Oversee operations of the finance department, set goals and objectives, and design a framework for these to be met
• Provide leadership and guidance to the finance team to provide efficient customer service to internal and external users of financial information
• Success Measure
• Achievements of set targets and objectives

Legal and Compliance

• Liaise with auditors to ensure appropriate monitoring of company finances is maintained
• Identify risks that could have financial implications for the company and provide business advise at all levels of the company
• Ensure ongoing compliance to all relevant legislation and statutory requirements
• Success Measure
• Clean audit reports
• Compliance

WHAT YOU'LL BRING TO THE TABLE?

• Undergraduate Degree / Honours Tertiary Degree NQF BCom with Articles
• Level 7: BCom with Articles CA (SA)
• Minimum Experience: 10 years post qualification experience, of which at least 5 years in a Senior Managerial level, commercial awareness & strong analytical skills, experience in a Regulated Financial Services firm
• Preference will be given to candidate with experience in the life insurance space.
• Proven track record in strategic financial planning, risk management, and regulatory compliance.