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Operations Specialist

Sanlam Limited

Gauteng

On-site

ZAR 30 000 - 60 000

Full time

30+ days ago

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Job summary

An established industry player is seeking an Operations Specialist to support finance and project functions. This role involves coordinating budgeting and forecasting activities, managing project documentation, and ensuring compliance with regulatory standards. The ideal candidate will possess strong analytical skills, advanced proficiency in MS Excel and PowerPoint, and the ability to engage with senior management. Join a dynamic team where your contributions will drive operational excellence and enhance client service. If you thrive in a fast-paced environment and are passionate about delivering results, this opportunity is perfect for you.

Qualifications

  • 3-5 years experience in the Insurance Industry is essential.
  • Strong analytical skills and advanced MS Excel knowledge required.

Responsibilities

  • Assist in budgeting, forecasting, and financial reporting activities.
  • Produce routine and ad-hoc reports for stakeholders.
  • Coordinate project activities and maintain documentation.

Skills

MS Excel
PowerPoint
Analytical Skills
Problem-solving
Client Service Orientation
Attention to Detail
Communication Skills
Planning and Organizing
Adaptability

Education

3-5 years experience in the Insurance Industry

Tools

MS Teams

Job description

We have an exciting opportunity for an Operations Specialist within SHA Risk Specialists.

What will make you successful in this role?

Key responsibilities include:

  1. Finance Support Functions:
    • Assist in coordinating, compiling and communicating various activities relating to Budgeting activities.
    • Assist in coordinating, compiling and communicating various activities relating to Forecasting activities.
    • Monthly checking and reconciliations in relation to SHA Line of Business reporting.
    • Investigating variances and dealing with queries.
    • Tracking and reporting on Expense variances.
    • Involvement in tracking and remediating issues relating to Credit Control functions impacting Age Analysis and Cancellation Reserve.
    • Building and maintaining close relationships and collaboration with our Santam Specialist Finance colleagues.
  2. Project Support Functions:
    • Project Financial and Cost management (accurate budgeting, actuals tracking, forecast projections, monitoring and control of expenses, invoicing, journals, general ledger queries and payments).
    • Create and maintain comprehensive documentation, including project plans, task lists, progress reports, and meeting minutes.
    • Create various dashboards and presentations.
    • Attend demos and meetings relating to Group-driven initiatives and disseminate information to relevant stakeholders as is required.
    • Assist Ops Team in planning, organizing, and executing project activities, ensuring adherence to project timelines, objectives, and scope.
    • Understand, translate, and champion the strategic and holistic needs of the business unit.
    • Assist with Change Management requirements and activities as needed.
    • Coordinate testing activities.
    • Schedule and organize meetings and workshops.
    • Building and maintaining relationships with our Business Change colleagues.
  3. Other Operational Responsibilities:
    • Produce and distribute routine and ad-hoc reports to internal and external stakeholders.
    • Assist with any Regulatory, Risk or Governance activities that fall within the Ops Team's area of responsibility (e.g., incident logging and/or tracking, preparing stats for COB reporting, Business Continuity Plans, activities supporting Internal and External audits, Due Diligence requirements and processes).
    • Participate/assist with Data Audits.
    • Support with creation of process flows and SOPs (Standard Operating Procedures).
    • Assist with any activities relating to VOX (Voice of Experience) surveys.
    • Review and update SHA Operational Directives document.
  4. General Administration:
    • Arrange and/or attend meetings (internal and/or external) as and when required.
    • Attend to daily administrative routine tasks in accordance with organizational standards, processes, and procedures.
    • Attend to the production of general correspondence if and when necessary.
    • Managing set-up and maintenance of MS Teams Groups and Channels.
Qualifications & Experience

3 - 5 years experience in the Insurance Industry.

Ability to engage at Senior Management level.

Excellent MS Excel knowledge and Experience (Advanced Level).

PowerPoint knowledge and experience (Advanced Level).

Strong analytical skills and logical reasoning.

Strong attention to detail.

Strong client service orientation.

Ability to work under pressure.

Planning and organizing.

Learning and researching.

Applying expertise and technology.

Problem-solving skills.

Self-Confidence & Assertiveness.

Pro-active approach.

Producing innovative solutions.

Adapting to changing environment.

Excellent Communication / interpersonal skills.

Adhering to principles and values.

Working well in diverse environment.

Delivering results and managing customer expectations.

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