CRM Data & Insights Analyst

Risk Benefit Solutions (RBS) is a prominent financial services advisory firm in Southern Africa, offering a CRM Data & Insights Analyst position. The role focuses on leveraging data to drive strategic insights for clients across insurance broking, risk management, and wealth advisory services. RBS emphasizes innovation, client success, and a culture of problem-solving and entrepreneurship. This opportunity is part of a growing, client-centric organization with a strong track record in mergers and acquisitions, now employing over 130 people nationwide.⁠‌​​‌‌‌‌‌​‌​​​‌‌‌​‌​‌‌‌‌‌​​​‌‌​‌​⁠

What it offers

This position involves analyzing customer relationship management (CRM) data to generate actionable insights. The role likely includes data cleaning, trend analysis, reporting, and supporting decision-making processes for RBS’s diverse client base. The company values innovation and a client-first approach, ensuring the role aligns with their strategic goals.

Who can apply

Applicants should have experience in data analysis, CRM systems, and insights generation, with a strong background in financial services or related fields. Experience with tools like SQL, Excel, or data visualization platforms (e.g., Tableau) is likely required. No explicit nationality, education level, or age restrictions are mentioned, but professional experience in data roles is presumed necessary.

How to apply

The application process is not detailed in the provided text. To apply, you would typically need to contact RBS directly through their official website or HR channels, though specific steps are not specified here.

Good to know

This role is based in Southern Africa, with RBS operating nationally and across the continent. The company’s culture prioritizes client success, innovation, and teamwork, with a focus on delivering tailored financial advisory solutions.