Job Description

Closing Date 2025/09/15
Reference Number MMH250904-9
Job Title Reporting Analyst
Position Type Permanent
Role Family Business Intelligence
Cluster Momentum Health
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Western Cape
Location - Town / City Bellville
Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The Reporting Analyst for Medical Advisory Services is responsible for delivering accurate, timely, and insightful reports that support clinical decision-making, operational efficiency, and regulatory compliance. This role involves extracting and analyzing healthcare-related data, developing dashboards, and producing reports that inform medical risk assessments, claims management, and service performance within the financial services environment.
Requirements
Qualifications

• Valid Matric Certificate.
• Bachelor's degree in Data Analytics, Health Sciences, Statistics, or a related field.

Knowledge

• Understanding medical terminology, claims data, or healthcare risk models (essential).
• Proficiency in SQL, Excel, and BI tools (e.g., Power BI, Tableau).

Skills

• Analytical Thinking & Attention to Detail
• Data Visualization & Reporting Skills
• Communication & Stakeholder Engagement
• Problem-Solving & Critical Thinking
• Knowledge of Healthcare or Medical Risk Data

Experience

• 3 - 5 years of experience in reporting or data analysis, preferably in healthcare or financial services.

Duties & Responsibilities
INTERNAL PROCESS
Reporting & Data Management

• Design, develop, and maintain recurring and ad hoc reports for Medical Advisory Services.
• Ensure data accuracy, consistency, and integrity across all reporting outputs.
• Collaborate with data teams to source and validate clinical and operational data.

Analysis & Insight Generation

• Analyze trends in medical claims, risk assessments, and service utilization.
• Provide actionable insights to support medical underwriting, case management, and policy development.
• Identify anomalies, risks, and opportunities through data interrogation.

Dashboard Development & Automation

• Build and maintain interactive dashboards using tools like Power BI or Tableau.
• Automate reporting processes to improve efficiency and reduce manual effort.
• Ensure dashboards are user-friendly and aligned with stakeholder needs.

Stakeholder Engagement

• Work closely with medical advisors, actuaries, and operational teams to understand reporting requirements.
• Present findings in a clear, concise manner to both technical and non-technical audiences.
• Support audit and compliance reporting as required.

CLIENT

• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements applicable to clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
• Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
• Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.

PEOPLE

• Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
• Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
• Positively influence and manage change and offer specialist support where required.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
• Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
• Take ownership for driving career development.

FINANCE

• Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Implement and provide input into governance processes, systems and legislation within area of specialisation.
• Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.
• Provide input into the risk identification processes development and communicate recommendations in the appropriate forum.

Competencies

• Examining Information
• Adopting Practical Approaches
• Meeting Timescales
• Documenting Facts
• Providing Insights
• Interpreting Data
• Generating Ideas

Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Skills Required