Available Jobs at Telesure Investment Holdings (TIH)

Job Purpose

• As a Financial Advisor at TIH Advisory, you will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions. We are seeking motivated professionals with a proven track record in financial advisory services, as well as recent graduates with a passion for finance and a drive to succeed.

Responsibilities

• Conduct thorough financial needs analysis for clients to understand their goals and objectives.
• Develop and implement customised financial plans to meet clients short and long term goals .
• Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
• Build and maintain strong relationships with clients through proactive communication and exceptional service.
• Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
• Collaborate with team members to achieve collective goals and contribute to the overall success of the organisation.

Education

• RE 5 (Essential); Bachelor's degree in Finance, Business Administration, or related field (for recent graduates). Preferred; Relevant certifications (e.g., CFP) preferred but not required.  (Required)

Experience

• Minimum 2 years of experience in financial advisory services (for experienced candidates); Proven track record of success in insurance sales and client relationship management; Strong understanding of insurance products and industry regulations; Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients; Demonstrated ability to work independently and collaboratively in a fast-paced environment

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Job Purpose

• The Third Party Liabilities Consultant is required to conduct negotiations and administration with insurance companies to process third party claims against clients, and thoroughly investigate quantum and merits.

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); STI Qualification (Advantageous); LLB/Legal Certificate (Advantageous), School Grade 12  (Required)

Experience

• 1- 3 or more years Claims Experience (Essential); 3 or more years’ experience in insurance / financial / legal environment (Essential);  Experience in call centre environment (Essential).

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Job Purpose

• Retention of policies through restatements and management of cancellations.
• Focuses on meeting targets, maintaining customer relationships, and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Focus on growth of brand and meeting profit margins.

Responsibilities

• Customer Relationship Development / Prospecting
• Make calls (by telephone or in person) to allocated customers to develop new
• relationships. Act as a first point of contact for resolving customer queries and complaints.

Customer Needs Clarification

• Set clear objectives for each call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.

Customer Service

• Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries and investigating and resolving customer problems.

Customer Relationship Management (CRM) Data

• Schedule follow-up actions and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organisation has quality data to enable effective customer retention and business development activities.

Operational Compliance

• Develop working knowledge of the organisation's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Sales Opportunities Creation

• Interview allocated potential customers, using a standard sales script, to identify those that fit predefined criteria; utilise the information to propose a product solution to reinstate.

Sell Customer Propositions

• Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the best premium and conditions of sale.

Performance Management

• Prioritise own workflow and ensure work is completed to the required standards of quality and timeliness; use performance management systems to improve personal performance.

Personal Capability Building

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Education

• Matric / Grade 12/ SAQA Accredited Equivalent (Essential); Regulatory exam 5 (Advantageous)

Experience

• Retentions experience (7 to 12 months).