Data Analyst

2. KEY RESPONSIBILITIES

Data Collection & Management

• Collect, clean, and validate data from multiple sources (CRM, funeral system, claims system, finance systems, complaints register, sales reports).

• Maintain data integrity, accuracy, and consistency across systems and reports.

• Develop and maintain data dictionaries, definitions, and standardised reporting structures.

• Manage datasets for policy data, claims, branch performance, customer experience, complaints, supplier performance, and service delivery metrics.

• Ensure data handling complies with POPIA and internal governance standards.

2.2 Data Analysis & Interpretation

• Analyse operational and financial performance for all Icebolethu divisions.

• Identify trends, patterns, anomalies, and root causes in:

✓ Claims delays

✓ Policy lapses

✓ Complaints trends

✓ Service delivery failures

✓ Regional/branch performance

✓ Sales productivity

✓ Supplier performance (tents, catering, tombstones, transport)

• Evaluate KPIs, service levels, turnaround times, and client experience metrics.

• Perform segmentation, forecasting, scenario modelling, and productivity analysis.

• Provide insights around cost reduction, revenue growth, operational optimisation, and risk mitigation.

2.3 Reporting, Dashboards & Visualisation

• Produce weekly, monthly, and quarterly performance reports.

• Create interactive dashboards (Power BI/Tableau/Excel) for Executive, Regional Managers, Branch Managers, and operational teams.

• Develop automated reporting tools to reduce manual work and improve real-time decision-making.

• Present findings clearly using graphs, summary insights, trend analysis, and recommendations.

• Maintain reports used for FSCA submissions, Compliance, and EXCO reviews.

2.4 Business Insights & Decision Support

• Translate data findings into actionable recommendations.

• Support strategic initiatives, including:

✓ Expansion of branches

✓ Product pricing and claims behaviour

✓ Operational efficiency improvements

✓ Customer experience enhancements

✓ TCF compliance tracking

• Support Complaints, QA, and Compliance teams with Root Cause Analysis (RCA).

• Assist Claims and Burial Services in identifying bottlenecks and performance gaps.

2.5 Cross-Functional Collaboration

• Work with:

✓ Operations

✓ Claims

✓ Finance

✓ Complaints Department

✓ Mortuary & Transport

✓ Sales & Marketing

✓ Supplier Management

✓ Compliance & Risk

• Ensure each department has data-driven insights for decision-making and performance improvement.

• Collaborate with IT for system optimisation and data extraction improvements.

2.6 Quality, Governance & Compliance

• Ensure accuracy and reliability of all reports and dashboards.

• Conduct routine audits of datasets to identify errors and inconsistencies.

• Maintain confidentiality of client and business data.

• Uphold standards aligned with FSCA, TCF, POPIA, and internal audit requirements.

• Implement best practices in data governance and reporting structures.

3. JOB PROFILE (COMPETENCIES & REQUIREMENTS)

3.1 Qualifications

• Grade 12 / Matric (required).

• Bachelor’s degree in Data Science, Statistics, Information Systems, Mathematics, Finance, or related field (preferred).

• Data analytics certifications in Excel, SQL, Power BI, Tableau, or Python advantageous.

• Exposure to financial services or insurance regulation beneficial.

3.2 Experience

• 2–4 years experience as a Data Analyst, Business Analyst, Reporting Analyst, or similar role.

• Experience in a funeral business, insurance company, financial institution, or service industry is beneficial.

• Experience working with large datasets, operational metrics, and multi-branch reporting.

• Hands-on experience building dashboards and automated reports.

3.3 Technical Competencies

• Advanced proficiency in MS Excel (pivot tables, macros, data modelling).

• Working knowledge of SQL for data extraction.

• Experience with Power BI / Tableau for dashboard and visualization development.

• Understanding of statistical analysis, forecasting, and modelling.

• Understanding of operational data from:

✓ Claims

✓ Policy servicing

✓ Branch performance

✓ Complaints

✓ Mortuary & transport

✓ Sales and commissions

• Strong ability to translate raw data into insights and business recommendations.

• High accuracy, data integrity, and data governance awareness.

3.4 Behavioural / Soft Competencies

• Strong analytical and critical-thinking skills.

• High attention to detail and quality assurance mindset.

• Problem-solving orientation and curiosity.

• Ability to work under pressure and meet strict deadlines.

• Excellent communication skills (written, visual, presentation).

• Ability to explain technical information to non-technical users.

• Professionalism, integrity, and confidentiality.

• Team player who collaborates across departments.

4. KEY PERFORMANCE INDICATORS (KPIs)

(Available as a full KPI Scorecard)

• Accuracy of data and reports (98–100%).

• Timely delivery of weekly/monthly dashboards and insights.

• Reduction in data errors and inconsistencies across the business.

• Quality and impact of recommended actions.

• Improvement in business performance KPIs influenced by data insights.

• Automation of manual reports.

• Data availability and accessibility for Managers & Executives.

5. WORKING RELATIONSHIPS

Internal:

• Branch & Regional Managers

• Sales Team

• Finance & Accounting

• Claims Department

• Transport & Mortuary Teams

• Catering & Burial Services

• Supplier Management

• Complaints Department

• Compliance & Risk

• IT & Systems

External:

• Software vendors

• Data/reporting consultants

• Regulatory bodies (for compliance data submission)