Account Manager
Datafin
- Durban, KwaZulu-Natal
- Permanent
- Full-time
- Accountable for the overall efficiency and effectiveness of the Schemes operations.
- Responsible for continuous improvement and increasing overall efficiency and effectiveness for the Schemes operations through the streamlining and enhancement of existing processes and practices.
- Responsible for effectively collaborating with the policy administration department to ensure deliverables are met.
- Responsible for developing and maintaining productive working relationships with their internal support functions and business enablers.
- Responsible for pro-actively partnering with IT and Project Office to facilitate continuous improvement.
- Ensures that the principles of TCF (Treating Customers Fairly) are embodied in the processes and practices used in managing the Scheme.
- Responsible for aligning the scheme accounting processes to effectively support the scheme operations.
- Accountable for providing the business partners with accurate, complete and value adding financial and operational reports and underwriting deliverables.
- Accountable for ensuring that the delivery of reports are as per agreed SLAs.
- Responsible for reviewing the scheme financial reports to ensure that they are accurate and complete.
- Responsible for reviewing and analysing data and reports with the intention of understanding trends, anomalies, and errors.
- Responsible for reviewing the MIS information to provide value added analysis and feedback to business partners.
- Responsible for ensuring that the premium collection process runs smoothly, and best practice collection efforts are implemented to enhance premium collection and fee generation.
- Responsible for the submission of data to stakeholders.
- Responsible for continually improving both the quality and format of data and related reporting for the scheme.
- Responsible for pro-actively identifying opportunities to increase the effectiveness of data integration between the accounts departments and scheme operations.
- Responsible for assisting in the compilation of budgets and the statutory returns.
- Responsible for assisting in the coordination and delivery on the year end reporting requirements.
- Responsible for developing and maintaining productive and positive working relationships with their business partners through understanding, anticipating, and meeting their expectations.
- Responsible for providing excellent service through on-going engagement, responsiveness and diligent resolution of matters raised.
- Responsible for the quality of outputs to business partners and their policyholders.
- Responsible for building and maintaining productive working relationships within the organisation.
- Liaising with company and business partner auditors during the audit, providing comments on findings, and correcting inefficiencies identified.
- Effectively align to the framework of the Leadership Attributes at the company, as documented.
- Consistently exhibit the desired outcomes of Excellence, Relationships, Responsiveness, Accountability and Teamwork.
- Demonstrate and engender a high-performance driven culture of accountability, commitment to delivery and customer service.
- Responsible for ensuring that the department is optimally resourced and assist with the recruitment of employees.
- Facilitate continuous development of the team through appropriate training and coaching by identifying training needs and ensuring that training/ coaching is arranged.
- Accountable for ensuring adequate and timely communication within the team.
- Monitor employee performance, manage under performance, manage conflict and disciplinary issues.
- Responsible for the daily operational management of employees within the team, the quality and completeness of work produced by the team, and the effective performance of the team.
- Responsible for the efficient use of resources through planning, allocating, organising and coordination of work.
- Responsible for the completion of performance plans, check-in sessions and evaluations.
- Responsible for identifying training requirements, and for pro-actively up-skilling, developing and empowering the team where necessary.
- Responsible for maximising employee potential and development through appropriate guidance and motivation.
- Ensure understanding and compliance with all internal policies and procedures
- Ensure effective collaboration and communication with internal and external stakeholders to resolve issues that may arise.
- Manage expectations for both internal and external stakeholders.
- Assist in identifying and mitigating risks associated with the scheme administration and reporting functions.
- Assist to resolve escalated queries received from policy holders.
- Implement processing methodologies to increase efficiencies and create opportunities for growing the operational capacity of the department.
- Responsible for driving innovation / continuous improvement initiatives.
- Responsible to assist with and support change management interventions.
- B. Com Degree or equivalent level Accounting Diploma is required.
- An Accounting major would be preferable.
- Proven track record in leading, managing and coaching a team is required.
- At least 5 years previous related working experience in a corporate entity is required with demonstrated supervisory and management experience.
- Experience in working with advanced Excel is required.
- Proficient in the preparation and analysis of reports.
- Previous work experience in the financial services environment would be preferable.
- Thorough knowledge and application of accounting principles.
- Good understanding of the insurance industry.
- Good understanding of Partner accounting practices.
- Good understanding of a systems enabled accounting function.
- Excellent relationship management skills.
- Ability to plan & co-ordinate team activities.
- Ability to lead and manage a small team.
- Computer literate - Good MS Office skills including advanced Excel.
- Ability to persuade business partners to choose the most effective route.
- Good numeracy skills
- Quality orientation.
- High level of attention to detail.
- Results focused.
- Ability to solve problems.
- Good communication skills.
- Conflict resolution.
- Honesty and integrity.
- Professional.
- Agile.
- Diplomatic and mindful of impact.
- Team focused.
- Customer service centricity.
- Ability to provide coaching and guidance.
- Systems orientation.
- Cross cultural awareness.
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