Key Responsibilities

Consumer education:

• Update consumer education report monthly with activities done in that month and send to finance team.
• Save all the required evidence for the verification agent monthly (invoices, proof of payments, etc.).
• Set up, prepare (toolkit, registers, evaluation forms, certificates, booklets), manage logistics (transport, and sometimes flights & accommodation) and catering, and (sometimes) facilitate StreetWise Finance sessions with various audiences.
• Collect registers and keep track of number of people reached.
• Manage stock levels of training materials.
• Manage consumer education budget and how it should be allocated across the licences and that all rules accordingly to the consumer education guidance note are met.
• Draft/update contracts with service providers.
• Update and review training material when needed.
• Review marketing material and work with marketing team to design and order new collateral.
• Run with meetings with internal and external stakeholders and take and manage minutes and actions from meetings.
• Review spend for all four licences monthly and compare to consumer education report to ensure they align and if not, to investigate further.
• Explore new, impactful, effective ways to spend the consumer education budget in line with our shared value model.
• Create and roll-out pre- and post-session surveys to measure impact.

ESG:

• Monitor, evaluate impact and report on existing initiatives.
• Explore new initiatives that fall within our shared value model and focus areas.
• Project manage new initiatives to completion.
• Engage with internal and external stakeholders to get new initiatives up and running and to ensure effective running of existing initiatives.
• Run with meetings with internal and external stakeholders and take and manage minutes and actions from meetings.
• Manage spend on each initiative and ensure within budget constraints.
• Engage with the marketing team on setting up / creating brochures, presentations, webinars, etc. to share information on our initiatives with all Hollardites.

Required Knowledge and Experience    

Experience

• Sound multi-functional stakeholder management and engagement experience
• Sound experience in the non-life insurance industry
• Minimum 5 years’ experience in project management
• Experience in the consumer education and/or ESG space is a plus

Knowledge and Skills

• Planning and organizing skills
• Administration skills
• Minute taking
• Exceptional communication skills
• Negotiation skills
• People skills – must be able to work and manage many different internal and external stakeholders
• Business writing and presentation skills
• Knowledge of project management methodologies
• Conflict management skills
• Able to juggle several different projects / tasks at the same time, and manage own time to ensure tasks are completed in required timelines
• Take initiative and run with tasks to completion
• Curious / inquisitive to explore new projects / interventions to reach goals and have impact (challenges the status quo and looks for new ways to do things better)
• Proficient in Microsoft Office (Word, Excel, PowerPoint & Office)

Educational Requirements    

• Degree/ Diploma
• 5 plus years related experience