Operations Consultant

ABOUT THE COMPANY

1LIFE is the holding company of some of South Africa’s leading financial service providers. Our portfolio includes short-term insurers, a long-term insurer, health insurance as well as an insurance and personal finance comparison platform. We’re pioneers with a hunger for best, bringing customer-focused innovation and service excellence to the financial services industry. We’re an undivided team of diverse thinkers and doers who believe in leading through technology and pushing past their limits.

JOB PURPOSE

Provide administrative, analysis and project support to relevant distribution channel whilst effectively building and maintaining relationships with internal and external stakeholders. Ensure effective processes and risk mitigation.

RESPONSIBILITIES

Risk Management & Analysis

Gather, monitor and analyze risk data and recommend further investigation. Involves using established risk management models, systems and protocols and working under direction. Continuously review risk management and processes to ensure quality for business.

Client & Customer Management

Help senior colleagues manage client and customer relationships by using relevant sales or client systems. Responsible for the vetting of all new brokers applications in terms of contractual and compliance regulations. Vet all New Private Facilities and Facilitating all processes regarding Private Facilities. Manage New Business and processes and ensure that risks are eliminated including dealing with binder holders and outsourced partners. Call clients with regards to distressed policies. Build and maintain a Risk Management and monitoring process of new and existing Brokers. Assist in broker debt management.

Stakeholder Engagement

Effectively build and maintain relationships with both internal and external stakeholders and partners. Ensure effective service delivery to meet stakeholders needs within specified SLA’s. Assist with the retention's processes and work with the Retention's Team. Ad hoc project support within channel (marketing, events etc.).

Administration

Produce, update and provide best practice support on MS documents, databases and other departmental systems to support the work of more senior colleagues. Tasks could include purchasing materials, entering budgetary information, time and expense recording and similar. Assist in setting up and maintaining administration processes. Effectively manage the channels complaints processes. Process invoices and pay weekly Broker commissions.

Document and Data Management

Responsible for populating standard contracts, letter and communication to external partners and clients. Maintain and store a centralized archive of all distribution related data, applications, communication, decisions, and documentation. Management of new applications, marketing material and recording of printing ratios. Populate weekly Dash board for the channel. Scan and file Broker contracts. Assist with compiling presentations.

Data Collection & Analysis

Collate and analyzing information for management and reporting.

Work Scheduling and Allocation

Organize own work schedule in order to get the job done. Supervise junior administrators and assign work to others in order to speed up office workflow and ensure high-priority tasks get done

Operational Compliance

Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Personal Capability Building

Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

BEHAVIORAL COMPETENCIES

Ensures Accountability

Holds self and others accountable to meet commitments. For example, accepts responsibility for own work, both successes and failures. Handles fair share and does not make excuses for problems. Usually meets commitments to others.

Customer Focus

Builds strong customer relationships and delivers customer-centric solutions. For example, probes deeply into customer needs to identify less obvious interests or expectations. Consistently goes above and beyond to understand customer requirements and surpass their expectations.

Balances Stakeholders

Anticipates and balances the needs of multiple stakeholders. For example, draws upon insights from varied sources to gain a rich understanding of how to meet the needs of multiple internal and external stakeholders. Probes deeply in order to gain a rich, detailed grasp of the priorities of different stakeholders; takes initiative to respond to stakeholder problems.

Drives Results

Consistently achieves results, even under tough circumstances. For example, devotes considerable effort to surpassing goals and achieving the best possible results; goes above and beyond to achieve excellence. Drives ahead with great focus when faced with obstacles and setbacks; maintains productivity and a positive attitude.

Communicates Effectively

Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.

Optimizes Work Processes

Knows the most effective and efficient processes to get things done, with a focus on continuous improvement. For example, pursues, explores, and develops ways to ensure own work is as effective as possible within all relevant processes. Shares an analysis of process problems with stakeholders; discusses how to resolve the issue.

Collaborates

Builds partnerships and works collaboratively with others to meet shared objectives. For example, finds many ways to add value to the team; probes to draw out richer input from others; is a valued resource who goes out of the way to help others.

Plans and Aligns

Plans and prioritizes work to meet commitments aligned with organizational goals. For example, outlines clear plans that put actions in a logical sequence; conveys some time frames. Aligns own work with relevant workgroups. Takes some steps to reduce bottlenecks and speed up the work.

Being Resilient

Rebounds from setbacks and adversity when facing difficult situations. For example, is calm and professional in difficult situations; continues to work toward objectives. Overcomes obstacles without becoming discouraged; draws lessons from failures. Recovers from setbacks and adversity.

Manages Complexity

Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, gathers basic information to understand a problem and find a solution. Seeks to understand and apply systematic problem-solving methods; distinguishes symptoms from underlying problems.

Situational Adaptability

Adapts approach and demeanor in real time to match the shifting demands of different situations. For example, swiftly and easily adapts approach to a wide array of different or changing situations. Is inquisitive about evolving situations; identifies how to adapt early.

Builds Networks

Effectively builds formal and informal relationship networks inside and outside the organization. For example, draws upon own network to gain insight, build support, and achieve outcomes. Leverages networks to identify industry experts, explore some best practices, and exchange ideas and knowledge.

**In