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Mid-Level Collections Analyst

  • Hybrid
    • Sandton, Gauteng, South Africa
  • Collections

Job description

General duties and responsibilities of a Mid-Level Collections Analyst at Pineapple include, but are not limited to:

1. Collections MI Reporting & Analysis

  • Produce daily, weekly, and monthly Collections MI reports across key insurance metrics (e.g. Collection success, Mandate Numbers, etc.).

  • Design, maintain, and enhance Collections MI dashboards and scorecards for executives and operational stakeholders.

  • Perform trend, variance, and performance analysis against budgets, forecasts, and prior periods.

  • Support ad‑hoc analysis requests from finance, actuarial, underwriting, and operations teams.

2. Technical & Data Responsibilities

  • Extract, transform, and validate data from multiple sources, including:

  • Policy administration systems

  • Finance and general ledger systems

  • Data warehouses and SQL databases

  • Build and maintain SQL queries, data models, and automated data pipelines to improve reporting efficiency.

  • Ensure data accuracy, reconciliation, and integrity, aligning MI outputs with finance and Collection figures.

  • Assist with data quality controls, cleansing, and documentation.

3. Data Visualization & Storytelling

  • Develop clear, intuitive, and visually compelling dashboards using tools such as Power BI, Tableau, or similar.

  • Translate financial and operational data into business‑friendly insights and commentary.

  • Present findings to non‑technical stakeholders, highlighting risks, opportunities, and drivers of performance.

4. Finance & Insurance Support

  • Support monthly financial and MI cycles, including reconciliation to financial results.

  • Partner with finance teams on budgeting, forecasting, and performance tracking.

  • Assist with regulatory, audit, or internal reporting requirements where required.

5. Stakeholder Engagement

  • Work closely with underwriting, claims, finance, actuarial, and IT teams to understand reporting needs.

  • Act as a trusted MI partner, providing insights that drive operational and financial improvements.

  • Contribute to MI process improvements and best‑practice reporting standards.

Job requirements

Required Education & Experience

  • 3–6 years of experience in an MI, data analyst, or reporting role.

  • Proven experience within short‑term insurance or financial services.

  • Demonstrated track record of producing executive‑level MI and dashboards.

 

Preferred Education & Experience

  • Degree or diploma in:

    • Finance or

    • Data Science or

    • Information Systems

  • Professional exposure or coursework related to insurance, finance, or analytics is highly advantageous.

 

Technical Competencies

  • SQL (intermediate to advanced): querying, joins, CTEs, performance optimization.

  • Data visualization tools: Power BI (preferred), Tableau, or similar.

  • Advanced Excel: Power Query, Power Pivot, pivot tables, complex formulas.

  • Experience working with large, complex datasets and relational databases.

  • Solid understanding of ETL concepts and data modeling.

  • Financial and MI reporting experience in a short‑term insurance environment.

 

Generic Competencies

  • Problem-Solving & Decision-Making: Diagnoses operational issues and implements practical, compliant solutions.

  • Stakeholder Management: Engages effectively with Sales, Retentions, Key Accounts, and Finance.

  • Communication & Influence: Communicates clearly with team members and senior stakeholders.

  • Execution Discipline: Ensures plans are translated into consistent operational outcomes.

  • Accuracy and consistency

  • Timeliness of delivery

 

Additional Requirements & Personal Attributes

  • Strong understanding of insurance financial concepts and KPIs.

  • Experience reconciling MI data to financial statements or management accounts.

  • Familiarity with underwriting and claims data structures.

  • Ability to interpret financial results and explain performance drivers.

  • Strong analytical and problem‑solving skills.

  • Excellent attention to detail and data accuracy.

  • Ability to manage multiple deadlines in a reporting‑driven environment.

  • Strong communication skills with both technical and non‑technical audiences.

  • Proactive mindset with a focus on continuous improvement.

  • Commercially aware with a solid understanding of business drivers.

  • Ethical, trustworthy, and governance-minded.

 

Values Alignment

As a leader at Pineapple, the Mid-Level Collections Analyst is expected to model and uphold the below value, among others, in every aspect of their work and interactions with business stakeholders:

  • Customer Obsession: Approach every account with empathy and respect, focusing on solutions that protect both the customer relationship and the business.

  • Transparency: Communicate clearly, honestly, and fairly, ensuring both team members and customers fully understand financial options and account statuses.

  • Innovation: Look for efficient ways to improve workflows, optimize portfolio performance, and simplify the repayment process.

  • Accountability: Take ownership of team targets, compliance standards, and performance outcomes, driving a culture of continuous learning.

  • Collaboration: Partner effectively across departments to share insights, streamline processes, and support overall business goals.

  • Integrity: Maintain the highest ethical and regulatory standards in all financial interactions, always doing the right thing.

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