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Finance
full time

OMAR Customer Insights and Reporting

Old MutualJohannesburg

Salary

Not disclosed

Job Type

full time

Posted

about 2 hours ago

Closing date

9 Aug 2026

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Job Description

The Customer Reporting Specialist is responsible for portfolio collation and reporting of customer metrics across OMAR markets, with a specific focus on creating clear, decision-useful customer insights for OMAH Board, the RBMC Committee and other related governance forums. The role identifies cross-market themes, escalates key issues, and ensures reporting is consistently compiled and tracked, while senior product and customer leadership steer the information-gathering agenda. The role must drive a clear understanding of the key customer issues in the countries and ensure that actions to address issues make sense.

Key Responsibilities

  • Establish an approach to monitor CX/CVP adherence and effectiveness across markets using agreed evidence and measures (qualitative and quantitative).
  • Define required templates for reporting.
  • Collate customer market inputs (including performance themes, risks and improvement opportunities) into a consistent portfolio view for OMAR Committees.
  • Escalate key issues and draw attention to matters that require leadership visibility or decisions.
  • Ensures customer issues are identified and reported by the countries and that countries track the relevant actions to address customer issues.
  • Stay current on industry practices, emerging standards, and regulatory expectations relating to customer experience and customer outcomes measurement.
  • Translate external standards into practical guidance for OMAR reporting to improve consistency and comparability.
  • Identify gaps or opportunities in OMAR customer experience metrics and propose enhancements to reporting lenses, dashboards, and committee insights.
  • Manage RBMC committee meeting logistics, including agenda coordination, pack compilation, and action tracking.
  • Maintain an action log and follow up with contributors to ensure decisions and actions are recorded and progressed.
  • Ensure that countries do root cause analysis to clearly understand the issue and that identified actions would resolve the root cause identified.
  • Compile inputs for OMAH and OML Board reporting based on customer insights collated and relevant committee outputs.
  • Reports must be themed into key issues at an OMAR portfolio level.

Requirements

  • Bachelor’s degree in a relevant field such as Business, Finance, Statistics or Economics.
  • Experience in portfolio reporting, management reporting, business performance reporting or governance secretariat support in a financial services environment.
  • Experience coordinating inputs across multiple stakeholders and working according to committee cadences and deadlines.
  • Experience synthesizing diverse inputs into clear themes, insights and implications for decision-making.
  • Strong documentation discipline, including the ability to create clear templates that scale across markets.
  • Ability to synthesise cross-market themes and recommend pragmatic actions.
  • Ability to influence without direct authority and to align stakeholders across functions and markets.
  • Able to build strong relationships with relevant in-country and OML Group leaders and specialists.

About the employer

O

Old Mutual

Old Mutual is a hiring organisation operating in Johannesburg within the finance sector. They are currently recruiting for the OMAR Customer Insights and Reporting role advertised on this page. Visit the official application link for more about the company, its culture and the team you would be joining.

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