Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africas leading and innovative financial institutions. These financial institutions are licensed to provide financial products and/or services ranging from short-term, long-term and health insurance as well as a comparison and investment platforms. Our origins go back to ...
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Job Purpose
- Oversee a team of Business Analysts and provide direction and support. Perform a threefold chain of work for Internal Customers at all three levels -Operational, Tactical and Strategic - as required. Conduct Investigation, Analysis and Description. Investigate and analyse on request Business ideas, needs and problems, and utilise frameworks, syntaxes and standard methods to perform descriptive work. Develop models, processes, documents and reports to ensure efficiencies.
Responsibilities
Leadership and Direction
- Explain the local action plan to support team members in their understanding of what needs to be done and how this relates to the broader business plan and the organisation's strategy, mission and vision; motivate people to achieve local business goals.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance. OR Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.
Stakeholder Engagement
- Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
- Maintain fulfilment relationships and translate discussions between business and fulfilment areas
Business Requirements Identification
- Elicit the most complex business requirements using a variety of methods such as interviews, document analysis, workshops, and workflow analysis to express the requirements in terms of target user roles and goals.
- Liaise with operational, tactical and support stakeholders to understand business needs, problems and requirements.
- Describe Business Requirements, processes and data in an agreed format and following agreed methods.
Needs Assessment
- Build complex frameworks to fully assess the scope and context of short-term and long-term business needs.
- Investigate and analyse Business Problems to understand their nature, cause, effects and drivers, using a variety of methods and techniques
Analysis of "As Is" and "To Be"
- Document the most complex "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
- Describe Business Problems and associated Solutions through use of industry standards methods, models and formats and display the results in a meaningful and manner for Internal Customers who commissioned the work.
- Incorporate business architecture fundamentals.
Continuous Improvement
- Lead the review of existing operations and the implementation of innovation processes across the department or sub-function to ensure the required continuous improvement outcomes are delivered.
- Identify shortcomings in processes, systems and procedures, and develop solutions to problems within an assigned unit or discipline.
- Define, maintain and extend standards and methods in use by the organisation as required.
Building Capability
- Work within existing development framework to build own capabilities and those of direct reports. Provide specialised training or coaching to others throughout the organisation in area of expertise.
Business Case
- Develop straightforward business cases or lead feasibility and assessment work for proposed and current projects to support the development and continuous review of business cases.
- Influence discussion about solutions, projects and initiatives based on analysis of relevant business domains.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Education
- Grade 12/ SAQA Accredited Equivalent (Essential); 3-year degree in Information Technology / Sciences / Informatics / Data Mining / Computer Sciences (Essential); Master’s Degree in Information Technology / Sciences / Informatics / Data Mining / Computer Sciences (Advantageous)
Experience
- 5 - 8 years' BA experience (Essential); 3 years' experience within the financial services industry with exposure to complex systems and procedures (Essential); Experience working in an Agile environment using Agile principles and methodologies (Essential). 1 - to 3 years' experience of supervising and directing people and other resources to achieve specific end results within limited timeframes (Advantageous)
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Job Purpose
- Manage the project goals to ensure change initiatives within projects meet planned objectives timeously and in line with budget requirements. Coordinate change management activities and tasks that maximise employee adoption and usage to minimise resistance to the change initiative and contribute to organisation’s benefits realisation.
Responsibilities
Change Management
- Take responsibility for developing and delivering on change projects within an established change management plan and achieving outcomes for the organisation.
Client & Customer Management (Internal)
- Act as a business partner to important internal customers and manage relationships with them, while taking guidance from senior colleagues.
- Act as “subject matter expert” to whom operating staff can be referred to prior, during and after the implementation of a project.
Data Collection, Analysis & Reporting
- Use data from a wide range of sources to analyse key themes and identify possible impacts on the business.
- Facilitate all HR related activities that will include change readiness assessments. Document the feedback from these assessments. Drive the Impact Assessment. Document operational issues identified by SME’s during the impact assessment. Obtain and document appropriate corrective action to address issues from SME’s. Conduct postimplementation reviews to validate the results of the change.
Work Scheduling and Allocation
- Develop short- or medium-term work schedules in order to achieve planned commitments.
Document Management
- Create and ensure compliance with a company wide document management system.
Continuous Improvement
- Review existing operations in own area of work and implement innovation processes to generate new ideas and ensure continuous improvements are delivered.
Performance Management
- Prioritise own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance.
Administration
- Produce, update and provide best practice support on complex MS documents, databases and other departmental systems, advising colleagues when needed, and using own expertise to help improve processes.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Education
- Grade 12/ SAQA Accredited Equivalent (Essential); Business related degree/diploma (Essential)
Experience
- 3 or more years' experience working with change management practices (Essential); Operational experience in the Insurance sector (Advantageous); Project management experience (Advantageous).
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Job Purpose
- The Third Party Administrative Assistant is to assist with the general administrative tasks pertaining third party recovery and liability claims.
Responsibilities
Data Collection & Analysis
- Collate and analyse data using pre-set tools, methods and formats to investigate claims. Involves working independently. Ensure all data is captured and assessed fully and accurately.
Administration
- Produce, update and provide best practice support to customers on the claims administration process and other departmental systems, in line with claims policy, rules and SOP's. Ensure cost saving for business through effective apportionment of third party claim.
Customer Service
- Carry out a range of customer service activities, including handling customer cases and enquiries that are more complex or outside the norm. Ensure regular feedback is given to clients and third party.
Work Scheduling
- Organise own work schedule in order to get the job done, coordinating with support services and completed work within SOP.
Correspondence
- Prepare tailored correspondence to clients, and third party claimants and stakeholders. Maintain and improve client relationships. Build effective working relationships with third parties (incl. insurance companies) and Attorneys. Build and maintain effective working relationships within TIH (Claims, Assessing, Policy Services and Legal Department).
Document Management
- Create, organise and maintain files containing the correspondence and records of a senior colleague.
Document Preparation
- Prepare moderately complex documents using a variety of computer applications such as Microsoft Office. Also responsible for gathering and summarising data for reports. Prepare and manage claim documentation for customers.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Ensure up-to-date knowledge of company products, systems and procedures.
Operational Compliance
- Develop knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorisation from a supervisor or manager for any exceptions from mandatory procedure. Ensure fast, efficient and fair settlement procedures are followed. Assure all work meets technical / operations standards for quality.
Education
- Grade 12/ SAQA Accredited Equivalent (Essential); University Degree (Advantageous)
Experience
- 2 or more years' experience in an administrative role dealing with company secretarial duties (Essential
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Job Purpose
- Manage feature teams to transfer the project / product vision to design, development, and delivery. Guide the team through the product backlog toward building the right product considering the vision, planning and budgets of the business, customers or users resulting in the requested business value.
Responsibilities
Digital Vision and Strategy
- Collaborate on development of the digital road map and key strategic enablers, designing the workflow and business processes that allow new applications, products, and services to be rolled out quickly while ensuring that legacy applications and IT operations are maintained at optimal levels.
Stakeholder Management
- Plan and deliver stakeholder engagement activities to develop effective project working relationships and to ensure that stakeholder needs and concerns are identified and met.
Business Case Contribution
- Drive and developing business cases to quantify current costs, justify project investment, and identify the return on investment.
Product/Service Development
- Evaluate the feasibility/relevance of proposed solutions, working in cross-functional or agile teams to develop and deliver significant aspects of the development program.
Data-driven Product and Service Improvement
- Research data from digital product/service performance, customer behavior, and market trends to identify opportunities for product/service improvement.
Customer Needs/Experience Research
- Support customer and user research teams by performing customer analysis and market research using standardised techniques.
Project Management
- Independent management of medium to larger scale projects, with sole accountability to deliver project within defined quality and time-frames.
Improvement / Innovation
- Identify shortcomings in existing business practices, then suggest and implement improvements while developing and delivering projects or a work stream within the organisation's change management program.
Horizon Scanning
- Maintain understanding of current technology, competitors and market trends, database management, and/or programming practices through ongoing education, conference attendance, and reading industry press.
Education
- BCom Business or BSC Information Technology/Systems degree or similar (Essential); Product Owner certification (Advantageous); MBA (Advantageous); Hons (Advantageous) (Required)
Experience
- 1 to 3 years in a similar role (Essential)
- Experience in a similar role within the Financial Services Industry (Advantageous).
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Job Purpose
JOB PURPOSE
- Connect with the customer and consultant, conduct needs analysis and propose solutions and benefits to the customer and consultant. Need a solid knowledge of products, their characteristics, and market as well as focus on growth of the brand. Ensure consultants are performing against targets, while reviewing their performance and coaching them to do so to assist in achieving the required sales and operational results.
Responsibilities
RESPONSIBILITIES
Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Performance Management
- Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives.
Customer Management (External)
- Help manage clients by carrying out standard activities and providing support to others. Manage customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.
Operational Compliance
- Identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.
Leadership and Direction
- Explain the local action plan to support team members in their understanding of what needs to be done and and how this relates to the broader business plan and the organization's strategy, mission and vision; motivate people to achieve local business goals.
Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching in own area of expertise to enable others to improve performance and fulfill personal potential.
Customer Relationship Management (CRM) Data
- Monitor team members' use of the customer relationship management system, identifying and resolving standard issues and escalating these to a senior manager as appropriate.
Insights and Reporting
- Extract and combine data to generate standard reports. Identify gaps and suggest improvements to achieve targets and goals.
Work Scheduling and Allocation
- Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.
Personal Capability Building
- Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment. Keep up to date with business products and keep abreast of changes in the insurance industry, including competitor products. Gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Education
- Matric / Grade 12 or SAQA Accredited Equivalent (Essential) Regulatory Exam 5 (Advantageous); FAIS credits, CPD hours and COB (Advantageous)
Experience
- 5 or more years sales experience (Essential); Experience in Financial Services Industry (Advantageous). 3 or more years sales experience in a leadership role (Essential)
go to method of application »
Job Purpose
- Perform a threefold chain of work for Internal Customers at all three levels -Operational, Tactical and Strategic - as required. Conduct Investigation, Analysis and Description. Investigate and analyse on request Business ideas, needs and problems, and utilise frameworks, syntaxes and standard methods to perform descriptive work. Develop models, processes, documents and reports to ensure efficiencies.
Responsibilities
Stakeholder Engagement
- Identify and manage stakeholders up to management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions. Maintain fulfilment relationships and translate discussions between business and fulfilment areas
Business Requirements Identification
- Elicit complex business requirements using a variety of methods such as interviews, document analysis, workshops, and workflow analysis to express the requirements in terms of target user roles and goals.
- Describe Business Requirements, processes and data in an agreed format and following agreed methods.
Needs Assessment
- Uncover emerging issues or needs, identifying potential causes, barriers and key stakeholders as well as related issues.
Analysis of "As Is" and "To Be"
- Document complex "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
Continuous Improvement
- Review existing operations in a major area of work and implement innovation processes to generate new ideas and ensure the required continuous improvement outcomes are delivered.
- Identify shortcomings in processes, systems and procedures, and develop solutions to problems within an assigned unit or discipline with assistance/ guidance from senior colleagues or Manager.
Business Case
- Manage the delivery of feasibility and assessment work for proposed and current projects to contribute to the development and continuous review of business cases.
- Influence discussion about solutions, projects and initiatives based on analysis of relevant business domains.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Education
- Business Analysis, Grade 12/ SAQA Accredited Equivalent (Essential)
Experience
- 3 - 6 years BA experience (Essential); 3 years general experience with exposure to complex systems and procedures (Essential) Experience working in an Agile environment using Agile principles and methodologies (Essential).
Method of Application
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