Vacancies Open at Rand Mutual - RMA

WHAT WILL YOU DO?

Revenue generation Non-COID (New Business)

• Sell Non-COID and other RMA products through self-generated sales leads through networking, referrals and warm/cold calling
• Follow up on leads in respect of sales opportunities
• Manage business intelligence and business generated leads in a professional and timely manner

Customer Service and Relationship Management

• Make Lead analysis initiatives and service improvement reviews across the business

Building channels and finding partners

• Build strong relationships with existing customers and new business prospects from initial call strategy gaining their trust and respect
• Attend prospect premises to undertake surveys and progress sale

Compliance and Reporting

• Prepare periodic sales pipeline reports showing sales volume and potential sales
• Mitigate controllable Risks through Quality, due diligence and disclosures

WHAT YOU'LL BRING TO THE TABLE?

• NQF 6 National Diploma in an FSB recognised qualification
• CFP is Advantageous
• RE 5 (Representatives) non-negotiable and RE 1 (Key Individual) advantageous
• FAIS accredited
• At least 5 years proven sales experience at senior level
• Ability to interact at a C suite level
• Knowledge of business policies, processes and procedures, legal compliance
• Highly developed, demonstrated Sales Skills
• Proven track record of sales experience in a Business to Business employee benefit product environment
• Appropriate experience in a customer facing environment
• Experienced in identifying potential client’s teams about potential markets
• Appropriate experience in a customer facing environment
• Experienced in identifying potential client’s teams about potential markets
• Demonstrated ability to increase productivity and continuously improve methods, approaches, and departmental contribution
• Demonstrated effectiveness in holding conversations with customers, customer evangelism, and customer-focused product development and outreach
• Demonstrated ability to see the big picture and provide useful advice and input
• Competitive in their approach to business
• Experienced in identifying potential client’s teams about potential markets, desirable product features, go-to-market best practices, and measuring the success of outreach and product sales

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WHAT WILL YOU DO?

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 takes into account 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

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 make adjustments 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

Control the project  

• Write reports on the project for management and project owners/funders and Exco
• Monitor and approve all budgeted project expenditures
• 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.

WHAT YOU'LL BRING TO THE TABLE?

• Knowledge of business policies, processes and procedures, legal compliance
• NQF Level 6: Qualification advantageous
• Qualification in project management or equivalent
• At least 2 years or more Operations, Implementation or Project Management experience
• Direct work experience in a Life Insurance business, operations experience is advantageous.
• Knowledge of both theoretical and practical aspects of project management in the context of a Life Insurance business.
• Knowledge of project management techniques and tools.
• Knowledge of Information Technology Systems
• Knowledge of compliance requirements and controls 

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WHAT WILL YOU DO?

System Administration:

• Manage the day-to-day operation and maintenance of the financial applications, as approved by the service provider and internal IT.
• Monitor system performance, identify issues, and implement corrective actions to optimize system efficiency.
• Apply updates, patches, and hotfixes to keep the system up-to-date as approved by services provider and IT.
• Log defects and provide feedback to the RMA Finance on issues and status updates
• Test and provide feedback of system issues to the systems and IT.
• Report on defects and ageing defects.
• Facilitate and assist with allocation the required licenses and Finance user applications and set-up.

User Access and Security:

• Create and manage user accounts, roles, and security profiles within the financial systems.
• Ensure appropriate user access controls and permissions are in place, adhering to company policies and regulatory requirements.
• Conduct periodic access reviews and audits to identify and address any security vulnerabilities.
• Provide user support and troubleshooting for access-related issues.

System Configuration and Customization:

• Collaborate with functional teams to understand business requirements and translate them into system configurations.
• Customize forms, workflows, and reports to meet specific business needs.
• Manage and maintain system integrations with external applications and third-party systemConduct testing and validation of system changes to ensure proper functionality and minimize disruptions.

System Monitoring and Performance:

• Establish monitoring mechanisms to proactively identify performance bottlenecks and system errors.
• Analyse system logs, performance metrics, and user feedback to identify areas of improvement.
• Recommend and implement system enhancements and optimizations to ensure optimal performance and user experience.

Issue Resolution and Support:

• Provide technical support and troubleshooting for system-related issues, collaborating with relevant stakeholders and vendors.
• Investigate system errors, data discrepancies, and integration problems.
• Coordinate with external support teams for complex technical issues and incident resolution.
• Document and maintain knowledge base articles, system configurations, and standard operating procedures.

Training and Documentation:

• Develop and deliver training materials and workshops to educate users on system functionalities, best practices, and new features that is approved by service providers and IT.
• Create and maintain comprehensive system documentation, including system configurations, processes, and guidelines.
• Provide guidance and support to end-users regarding system usage, data entry, and reporting.

Continuous Improvement and initiatives:

• Identify opportunities for process improvements, automation, and enhanced system functionalities.
• Collaborate with cross-functional teams to drive system enhancements and ensure alignment with business objectives.
• Provide ad-hoc advisory for finance initiatives.

First Line Support and Collaboration:

• Act as the first point of contact for end-users regarding system-related inquiries, issues, and requests.
• Provide timely and effective support by troubleshooting and resolving user-reported problems.
• Collaborate with functional teams and subject matter experts to identify and resolve system issues.
• Escalate complex or unresolved issues to service providers of D365 and Accelerator or appropriate technical resources for further investigation and resolution.
• Communicate effectively with service providers’ consultants, providing detailed information and documentation of issues for efficient problem resolution.
• Follow up with users to ensure their issues are resolved and provide status updates on escalated tickets.
• Maintain a positive and professional demeanour when interacting with end-users, fostering a customer-centric support environment.
• Interaction with Lifecycle Services (LCS) and Experience (beneficial)
• Interact with Microsoft Lifecycle Services (LCS) platform to manage system deployments, updates, and environment management.
• Utilize LCS tools and methodologies for system maintenance, configuration, and troubleshooting.
• Collaborate with cross-functional teams to plan and execute system upgrades, patches, and deployments using LCS.
• Stay updated on the latest features, updates, and resources provided by LCS to optimize system administration processes.
• Prior experience with Microsoft Lifecycle Services (LCS) is highly desirable, demonstrating familiarity with its functionalities and best practices.

Business Analytics

• Developing and managing business intelligence solutions for the organization
• Providing reports through office applications to improve business processes.
• Collaborating with team members for the purpose of collecting data
• Liaison with operational departments to ensure resolution and correction of incomplete data.
• Collaborating with IT and ensuring that data extractions are scheduled.
• Responsible for extracting data using SQL query language and ensuring that the queries are updated as business changes occur.
• Responsible for reconciling extracted data to other finance sources.
• Analysing business requirements and processes and recommending improvements to management.
• Identifying the development needs for the purpose of streamlining and improving the operations of the organization for efficiency and profitability

 WHAT YOU'LL BRING TO THE TABLE?

• Bachelor's degree in Computer Science, Information Technology, Finance or related field Finance or IT equivalent experience.
• Proven experience as a system administrator &/or 5 years in similar role.
• Knowledge of D365 FnO system administration, EY IFRS 17 Accelerator, GRID, and GL related systems would be an advantage.
• Proficiency in system monitoring and performance tuning techniques.
• Proficiency with database management and reporting tools
• Proficiency in writing and updating of SQL queries.
• Experience in user access management.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Ability to work collaboratively in a team environment.
• Self-motivated with a keen attention to detail.
• Relevant Microsoft certifications (e.g., MB-300, MB-500) would be an advantage.
• IT/Finance related technical certifications