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  • Posted: May 15, 2023
    Deadline: Not specified
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    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 ...
    Read more about this company

     

    Team Lead: Customer Services (Digital Communications)

    What will you do?

    The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

    What will make you successful in this role?

    • Assist in growing the Sanlam Connect Business
    • Be committed to the marketing plans and targets set for growing and developing the business as set forward by Sanlam Connect.
    • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
    • Undertake relevant behaviours to attain targets relating to:
    • Revenue generation (Single and recurring premiums)
    • Activity quotas
    • Promote the SanlamConnect brand

    Networking, prospecting and leads generation

    • Face to face interactions, social or business, to create business opportunities.
    • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
    • Turning trusted relationships into business relationships.
    • Strengthening existing relationships by increasing the current service.
    • Use existing sources to establish opportunities across Sanlam businesses.
    • Personalised client value propositions.
    • Marketing on social media.
    • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
    • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
    • Structuring and implementing focused campaigns with new or existing clients in the defined market.
    • Requesting active and ongoing leads and referrals from others.
    • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market

    Client consultations and sales

    • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
    • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
    • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
    • Provide sound personal financial planning advice.
    • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
    • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
    • Use relevant processes and system tools to capture analysis information and update records accordingly.
    • Review client’s portfolio annually by undertaking the above steps.

    Client Service

    • Ensure all client interactions are ethical, courteous and professional.
    • Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
    • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
    • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
    • Initiate long term client relationships and maintain a relational focus.

    Monitor, update and reporting (weekly/monthly)

    Document and present the following activities:

    • Number and profile of contacts, appointments, consultations.
    • Issued business and revenue against targets.
    • Update client details on records.
    • Appropriate workflow and activity monitor system entries.

    Qualification and Experience

    • Grade 12
    • Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

    Knowledge and Skills

    • Financial advice and support
    • Production target achievement and budgeting
    • Compliance and risk management
    • Client relationship management
    • Financial planning and recommendations
    • Personal Attributes
    • Communicates effectively - Contributing independently
    • Tech savvy - Contributing independently
    • Action orientated - Contributing independently
    • Builds networks - Contributing independently
    • Build a successful career with us
    • We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our people to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

    Core Competencies

    • Collaborates - Contributing independently
    • Being resilient - Contributing independently
    • Drives results - Contributing independently
    • Cultivates innovation - Contributing independently
    • Customer focus - Contributing independently

    go to method of application »

    Customer Service Consultant (First For Women)

    JOB PURPOSE

    • Obtain and capture information from insured or designated persons for purpose of settling claim with insurance carrier. To assist with administrative amendments, provide information and insights on policies, additional benefits and up-sell products to the customer.

    RESPONSIBILITIES

    Customer Management (External and Internal)

    • Help manage customers by carrying out standard activities and provide solutions for first call resolution and completion of customer request and executed according to the required standard.

    Customer Needs & Analysis

    • Ask questions and probe for clarity to gathers relevant information to assist in resolving customer request.

    Up-sell Customer Propositions

    • Identify the products or services that best meet the customer's stated needs explain the selection to the customer, and influence the customer to make a purchase.

    Correspondence

    • Respond to routine requests using telephonic conversation or emails and to more unusual requests by editing templates to create customized responses (internal and external).

    Operational Compliance

    • Develop working knowledge of the organization'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.

    Administration

    • Update policy information e.g change of address, change policy holder details, banking details and attend to the customer request on a range of policy related issues. Provide best practice support to customers on the administration process requirements and other departmental systems, in line with claims policy, rules and SLAs.

    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.

    Work Scheduling and Operational Compliance

    • Work according to an assigned schedule. Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

    Requirements

    EDUCATION

    General Education

    • Matric / Grade 12/ SAQA Accredited Equivalent (Essential);
    • Regulatory exam 5 (Advantageous);;
    • Class of Business (Advantageous)
    • Customer Service certificate/or related qualification (Advantageous)

    EXPERIENCE

    General Experience

    • 2 or more years customer service experience (Essential);
    • 1 year call centre experience in Financial services industry (Advantageous)

    go to method of application »

    Virseker Claim Consulant ( Afrikaans Speaking )

    JOB PURPOSE

    Obtain information from insured or designated persons for the purpose of
    validating claims using all resources available.

    Customer Management

    Help manage customer by carrying out standard activities to complete the
    customer request.
    Building and maintaining relationships with dependencies (for example; Loss
    Adjusting, Towing etc) to help assist with customer's communication.

    Data Collection & Analysis

    Ask questions, collect data from a variety of sources, analyse information and
    investigate claim.

    Work Scheduling and operational compliance

    Organize own work schedule in order to get the job done, coordinating with
    support services and completed work within TAT.

    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 SLAs.

    Correspondence

    • Respond to routine requests using telephonic conversation or emails (internal and external).

    Document Management

    • Create, organize and maintain files containing the correspondence relating to

    policies and matters.

    Document Preparation

    • Prepare and manage claim documentation for customers.

    Up-sell Customer Propositions

    • Identify a selection of products or services that may meet the customer's requirements, explain the product/service features influence the customer to add

    additional cover.

    Requirements

    General Education

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

    General Experience

    • 1 to 3 years Financial Services industry experience (Essential); STI experience (Advantageous)

    go to method of application »

    Customer Relationship Direct Marketing Manager: Hippo

    JOB PURPOSE

    Contribute to the Hippo business goals through the application of CRM technology and CRM techniques, particularly the use of Salesforce Marketing Cloud. Responsible for campaign management across direct marketing acquisition initiatives. Manage and report on the Hippo database and utilise data insights to improve marketing efficiency. Ensure regular relationship management with relevant marketing agencies.

    RESPONSIBILITIES

    Customer Relationship Management (CRM) Data

    Ensure that an internal function and/or a cross-functional customer account team maintains high-quality customer information; monitor and review information quality to ensure that it is fit for purpose. Provide user input to the development or improvement of the customer relationship management system to ensure it meets immediate and longer-term business needs. Evaluate impact of various CRM strategies in terms of increased business. Ensure updates are made as and when required. Assist with marketing research and leverage information stored in the CRM system.

    Data Collection & Analysis

    Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature. Manage data and oversee all data transfers within the business units. Use the life-cycle to communicate via email, SMS or direct marketing, the marketing communication strategy, to promote new business or encourage retention and reactivation, through Cross Selling and Upselling. Utilise customer data in order to leverage further revenue. Develop a system to deal effectively with customer complaints, ensure they are resolved, and ensure complaint records are kept up to date.

    Customer Relationship Development / Prospecting

    Develop and implement relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision makers and influencers within the customer organisation and to enable effective two-way flow of information and resolution of issues.

    Customer Service

    Lead and direct a major customer service function or department. This includes taking responsibility for planning and delivery, and for setting strategic direction within the wider business framework. Improve and maximise the customer life time value through the application of CRM and Marketing techniques. Maintain a customer touch-point life-cycle, to clearly shows each and every interaction the brand has with customers.

    Customer Experience Strategy

    Lead the implementation of the CX business plan, ensuring the right resources are in place to execute on the CX strategy across the various stages of the customer and product life cycle. Lead the development of a holistic CRM strategy and incorporate sound CRM business principles. Regularly present CRM strategies, performance and any other general developments, to the various organisational units.

    Client & Customer Management (External)

    Manage key client and customer relationships. Likely to involve using agencies to maintain customer satisfaction and loyalty. Manage relationship with system provider to ensure that the system works effectively, minimise down time and meet organisational requirements. Manage the relationship with the Direct Marketing service provider.

    Leadership and Direction

    Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organisation's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals. Manage and oversee the Direct Marketing function of the business unit and set out clear goals to be achieved.

    Operational Compliance

    Maintain and renew a deep knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Identify, within the team, patterns of non-compliance with the organisation's policies and procedures, and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate. Oversee that data transfers are secure, and compliant with current legislation. Ensure NDA’s are in place with CRM system provider to secure any and all data transfers.

    Work Scheduling and Allocation

    Develop medium- or long-term work schedules that enable the organisation to achieve its business goals. Involves coordinating across multiple teams. Plan and integrate CRM system into the Call Centre to improve effectiveness of agents and ensure Call Centre operates at maximum performance. Ensure Direct Marketing efforts meet business requirements and goals.

    Internal Client Relationship Management

    Manage relationships with strategic internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and mobilising appropriate internal and/or external resources to support in delivering business strategy and plans. Update relevant business stakeholders regarding planned CRM activity.

    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. Involves working with guidance from senior colleagues. Actively seek to find innovative and cutting edge ideas to maximise customer experience and leverage off the CRM system; Monitor and constantly enhance all marketing and transactional communications to ensure quality and that copy/creative is up to date and the brand is appropriate and current.

    Budgeting & Costing

    Develop and/or deliver budget plans with guidance from senior colleagues. Manage and control the CRM and Direct Marketing budget.

    Performance Management

    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; acquire staff resources, develop succession plans, manage and develop staff to ensure the right people are in place to support service delivery, achieve production and performance targets at all times.

    BEHAVIORAL COMPETENCIES

    Manages Complexity

    Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, asks questions to encourage others to think differently and enrich their analyses of complex situations. Accurately defines the key elements of complex, ambiguous situations.

    Communicates Effectively

    Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, engages diverse groups by communicating in a way that matches each group's preferences. Listens carefully and probes beneath the surface to gain richer insight on others' views.

    Customer Focus

    Builds strong customer relationships and delivers customer-centric solutions. For example, uses customer feedback and data to drive continuous improvement; creates an environment in which team members feel a strong sense of ownership and accountability toward creating the best possible customer experience.

    Drives Results

    Consistently achieves results, even under tough circumstances. For example, creates a feeling of energy and an emphasis on excellence in the team, using productive behaviors. Builds a strong sense of urgency to exceed goals and beat deadlines. Ensures that the team pushes through obstacles and establishes a superior track record.

    Ensures Accountability

    Holds self and others accountable to meet commitments. For example, helps team hold each other accountable for goals, adherence to policies and procedures. Tracks team metrics and milestones, redirecting effort, as necessary, for continued progress.

    Plans and Aligns

    Plans and prioritizes work to meet commitments aligned with organizational goals. For example, makes nimble plans accounting for a range of risks and contingencies. Achieves greater cohesion, integration, and alignment between own group and other areas. Both persistent in adversity and nimble in change.

    Directs Work

    Provides direction, delegating, and removing obstacles to get work done. For example, delegates tasks, providing generally clear expectations to staff. Coordinates and integrates the team's work, reducing duplication. Measures team progress using the right indicators; recognizes when problems or shortfalls occur.

    Collaborates

    Builds partnerships and works collaboratively with others to meet shared objectives. For example, enhances and improves collaboration among coworkers and with external partners. Solicits ideas from diverse colleagues, leaves space in conversation for them; gives credit well and generously.

    Interpersonal Savvy

    Relates openly and comfortably with diverse groups of people. For example, picks up on group interpersonal dynamics and finds ways to work effectively within these parameters; resolves difficult interpersonal situations within the team; works to build greater group harmony. Coaches team members on interpersonal skills.

    Being Resilient

    Rebounds from setbacks and adversity when facing difficult situations. For example, deals effectively with crises and volatile situations. Puts people's failures in perspective and helps them move forward. Maintains calm in adversity; stays objective. Uses hardships and difficult experiences as an opportunity for personal and team growth.

    Manages Conflict

    Handles conflict situations effectively, with a minimum of noise. For example, responds quickly and constructively to emerging conflicts; redirects those who engage destructively in conflicts; seeks mutually agreeable outcomes. Maintains positive and constructive relationships, even under heated disagreements.

    SKILLS

    Computer skills

    Support business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, and provide guidance and training to others. Everlytics, Google Marketing Platform, Data Management Platform, Microsoft Office Suite, Salesforce software, Salesforce Marketing Cloud

    Verbal Communication

    Apply comprehensive knowledge and provide guidance and training to others on how to use clear and effective verbal communication skills to express ideas, request actions and formulate plans or policies.

    Data Collection and analysis

    Work independently and provide guidance and training to others on how to analyse data trends for use in reports to help guide decision making.

    Market Research and Analysis

    Use comprehensive knowledge and skills and guide and train others on how to use research and analysis to develop a comprehensive understanding of market conditions in order to facilitate the success of a brand, product or service.

    Customer and Market Analysis

    Use comprehensive knowledge and/or skills to conduct research and analyse data and guide and train others on how to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.

    Agency Relationship Management

    Use comprehensive knowledge and skills and guide and train others on how to manage agency relationships in a way that provides benefits both for the organisation and its clients.

    Customer System Operation

    Work independently and provide technical guidance when required on how to understand and effectively operate all customer management systems. Everlytics, Feefo, Genex

    Customer Experience Delivery

    Use comprehensive knowledge and skills and guide and train others on how to meet high customer experience standards.

    Brand Management and Development

    Use comprehensive knowledge and skills and guide and train others on how to maximise a brand's impact and market value by managing and developing aspects of the brand.

    Data Management

    Apply comprehensive knowledge and skills and provide guidance and training to others on how to acquire, organise, protect, and process data to fulfil business objectives.

    Action Planning

    Use comprehensive knowledge and skills and provide guidance and training to others to develop appropriate plans or perform necessary actions based on recommendations and requirements.

    Planning and Organising

    Use comprehensive knowledge and skills and provide guidance and training to others on how to plan, organise, prioritise, and oversee activities to efficiently meet business objectives.

    Reporting

    Apply comprehensive knowledge and skills and provide guidance and training to others on how to create relevant, lucid, and effective reports.

    Presentation skills

    Use comprehensive knowledge and skills to communicate with other people and provide guidance and training to others on how to speak in a clear, concise and compelling manner.

    Policy and procedures

    Work independently and provide technical guidance when required on how to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

    Commercial Acumen

    Apply comprehensive understanding of the business environment and objectives and develop solutions and provide guidance and training to others.

    Learning and Talent Development

    Work independently and provide technical guidance when required on how to motivate all employees to learn, grow and develop so that they can obtain the knowledge and experience they need to help the organisation reach its goals.

    Requirements

    EDUCATION

    General Education

    • Relevant bachelor’s degree or equivalent. (Marketing Management/CRM) (Essential);
    • Relevant Post Graduate Qualification (Advantageous)

    EXPERIENCE

    General Experience

    • 3-5 years’ experience in the CRM field (Essential);
    • 3 or more years’ experience in managing external providers (Essential);
    • Exposure to various CRM systems and Platforms, particularly Salesforce Marketing Cloud (Essential);
    • Online/Digital experience (Essential)

    Managerial Experience

    • 3 years’ experience in a relevant management position

    go to method of application »

    Planner

    JOB PURPOSE

    Advise the contact centre against trends and business cycles for the TIH Brands. Plan workload with trends and business cycles over the medium term and schedule for forecast in the short term. Monitor real time performance to achieve all associated performance metrics. Examine the short-term workforce and staffing needs for TIH Brands.

    Responsibilities

    Customer Experience Strategy

    Perform analysis that contribute to the understanding of the needs and expectations of different customer segments and make recommendations with a potential impact on the CXE strategy. Utilise historical data, economic trends, and current marketing events to fulfil short, medium and long-term planning across multiple/omni channel environment. Analyse daily, weekly and monthly trends to complete projected volumes, average handling time (AHT), occupancies and overheads. Analyse and discuss the previous week’s performance and the projected plan in regular standing meeting. Use these meetings to provide feedback to address any gaps about miscommunications or business issues related to systems or marketing. Complete impact analysis on new marketing campaigns, business initiatives and projects on the line of business in terms of Service Level Agreements, people and infrastructure. Responsible for providing input for the budget headcount submissions annually.

    Insights and Reporting

    Prepare and coordinate the completion of various data and analytics reports. Make recommendations for adjusting staffing levels to maximise productivity and profit.

    Work Scheduling and Allocation

    Schedule all agents to ensure that there are the right number of staff coverage. Complete the most optimal schedule per line of business and utilise based on volume forecasts and projected trends. Manage the scheduling of training by considering Line’s training needs. Schedule all necessary business development initiatives to support the business need and ensure that SLA and business is not negatively impacted. Complete all schedules and send to Line managers and stakeholders. Take the feedback into account and adjust the workload schedule. Once finalised communicate to all stakeholders. Adjust weekly schedule to meet business trends, economic trends and business demands to ensure SLA is met.

    Project and Program Resource Management

    Manage the deployment of project resources, proactively managing project costs, providing forecasts, and presenting variances with narrative at appropriate review points to ensure effective utilisation. Manage the predicative scenario to determine optimal resource requirements for business productivity. Design according to each business line’s unique requirements based on contractual staffing arrangement. Ensure that resources requirements meet business needs and are aligned to overall business unit strategy and meet the SLA. Produce campaign and project scenario plans according to relevant business requirement documents.

    Project and Program Stakeholder Engagement

    Build strong stakeholder relationships with transitions department to align business objectives, such as new business and campaigns. Communicate best practice in meetings.

    Improvement / Innovation

    Determine trends and make recommendations for continuous improvement, based on daily and weekly reviews. Participate in leads meetings with operations management to review staffing and forecasted call volumes as required by business. Inform staffing strategy for FTE requirements for Sales and Service. Analyse daily Management Information report and provide commentary and reasons to improve the line. Identify and implement enhancements to operational processes through the WFM lens therefore driving improved Customer experience.

    Operational Compliance

    Understand and implement Data Governance rules that exist within the Group by engaging with the Line Manager and Group Governance Organisation team through established forums/committees that seeks to create awareness among team members of these existing rules. Align all the department’s activities to adhere to the principles, policies, standards and guidelines issued by the DGO. Engage with line manager for understanding and clarity. Stay up to date with all schedule trends and best practice.

    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. Identify further training that is in line with growth for this role and engage with the line manager for approval where required. Keep the line manager updated on training and growth process.

    BEHAVIORAL COMPETENCIES

    Plans and Aligns

    Plans and prioritizes work to meet commitments aligned with organizational goals. For example, stays focused on plans and improvises in response to changes, including risks and contingencies. Aligns own team's work with other workgroups'. Looks ahead to determine and obtain needed resources to complete plans.

    Manages Complexity

    Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, consistently looks at complex issues from many angles; obtains a rich and deep understanding; swiftly cuts to the core issue; skillfully separates root causes from symptoms.

    Persuades

    Uses compelling arguments to gain the support and commitment of others. For example, positions and packages ideas so that they will resonate strongly with a wide variety of stakeholders. Uses strong logic and compelling evidence. Works with others to find creative win-win solutions; achieves consensus through compromise.

    Communicates Effectively

    Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, tailors communication content and style to the needs of others. Pays attention to others' input and perspectives, asks questions, and summarizes to confirm understanding.

    Interpersonal Savvy

    Relates openly and comfortably with diverse groups of people. For example, picks up on group interpersonal dynamics and finds ways to work effectively within these parameters; resolves difficult interpersonal situations within the team; works to build greater group harmony. Coaches team members on interpersonal skills.

    Ensures Accountability

    Holds self and others accountable to meet commitments. For example, tracks performance and strives to remain effective, learning from both successes and failures. Readily takes on challenges or difficult tasks and has reputation for delivering on commitments.

    Being Resilient

    Rebounds from setbacks and adversity when facing difficult situations. For example, has excellent composure and professionalism, even in very difficult situations; acts as a steadying force or role model for others. Skillfully overcomes obstacles, learns from failures, and uses these lessons to improve subsequent efforts.

    Situational Adaptability

    Adapts approach and demeanor in real time to match the shifting demands of different situations. For example, sees even subtle cues to adapt; deploys a wide range of behaviors to stay effective. Exemplifies flexibility and resourcefulness; responds deftly to a variety of challenges and situations.

    Courage

    Steps up to address difficult issues, saying what needs to be said. For example, readily shares own ideas and opinions on controversial topics; is comfortable with open debate and constructive criticism. Demonstrates clear conviction in adversity; persists courageously in difficult circumstances.

    Manages Conflict

    Handles conflict situations effectively, with a minimum of noise. For example, skillfully draws upon a wide range of perspectives in order to find optimal solutions to challenging situations. Actively identifies areas of agreement, builds solid consensus around them, and leverages these to resolve disagreements.

    Action Oriented

    Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. For example, takes immediate, decisive, independent action to resolve issues or problems. Persists as needed. Quickly and consistently identifies and pursues beneficial new opportunities.

    Balances Stakeholders

    Anticipates and balances the needs of multiple stakeholders. For example, shows a strong commitment to identifying all relevant issues and making decisions that maximize outcomes for all key stakeholders. Engages effectively with multiple stakeholders and responds with well-balanced, win-win solutions.

    Skills

    Data Collection and analysis

    Provide technical guidance when required to analyse data trends for use in reports to help guide decision making.

    Planning and Organising

    Provide technical guidance when required to plan, organise, prioritise and oversee activities to efficiently meet business objectives. Capacity Planning

    Numerical Skills

    Use an understanding of numerical concepts to perform mathematical operations such as report analysis and provide technical guidance when required. Advanced Mathematical Ability

    Computer Skills

    Support business processes by understanding and effectively using standard office equipment and standard software packages and provide technical guidance as needed. Q Story, Qlikview, Advanced MS Office, CMS, Knowledge in Automatic Call Distribution (ACD) technology and experience with forecasting, scheduling and RTA software, Exceptional data handling skills, Workforce management tool preferably Nice IEX

    Verbal Communication

    Use clear and effective verbal communications skills and provide technical guidance when required to express ideas, request actions and formulate plans or policies.

    Action Planning

    Provide technical guidance when required to develop appropriate plans or perform necessary actions based on recommendations and requirements.

    Policy and procedures

    Provide technical guidance when required to develop, monitor, interpret and understand policies and procedures, while making sure they match organisational strategies and objectives. Advanced knowledge in WFM principles, practices and systems

    Commercial Acumen

    Apply understanding of the business environment and objectives to develop solutions, while also providing technical assistance when necessary.

    Customer Service Delivery

    Provide technical guidance as needed on meeting high customer service standards.

    Compliance

    Provide technical guidance when required to achieve full compliance with applicable rules and regulations in management and/or operations.

    Presentation creation

    Apply concepts of knowledge / skill and provide technical guidance when required.

    Presentation Skills

    Communicate with others and provide technical guidance when required to speak in a clear, concise and compelling manner. Advanced presentation skills (Executive level reporting).

    Writing Skills

    Use clear and effective writing skills and provide technical guidance when required to express ideas, request actions and formulate plans or policies.

    Negotiation

    Provide technical guidance when required on how to help the organisation by obtaining consensus between two or more internal or external parties who may have different interests.

    Strategic Planning

    Engage in strategic planning and provides technical guidance when required.

    EDUCATIJOB PURPOSE

    Advise the contact centre against trends and business cycles for the TIH Brands. Plan workload with trends and business cycles over the medium term and schedule for forecast in the short term. Monitor real time performance to achieve all associated performance metrics. Examine the short-term workforce and staffing needs for TIH Brands.

    Responsibilities

    Customer Experience Strategy

    Perform analysis that contribute to the understanding of the needs and expectations of different customer segments and make recommendations with a potential impact on the CXE strategy. Utilise historical data, economic trends, and current marketing events to fulfil short, medium and long-term planning across multiple/omni channel environment. Analyse daily, weekly and monthly trends to complete projected volumes, average handling time (AHT), occupancies and overheads. Analyse and discuss the previous week’s performance and the projected plan in regular standing meeting. Use these meetings to provide feedback to address any gaps about miscommunications or business issues related to systems or marketing. Complete impact analysis on new marketing campaigns, business initiatives and projects on the line of business in terms of Service Level Agreements, people and infrastructure. Responsible for providing input for the budget headcount submissions annually.

    Insights and Reporting

    Prepare and coordinate the completion of various data and analytics reports. Make recommendations for adjusting staffing levels to maximise productivity and profit.

    Work Scheduling and Allocation

    Schedule all agents to ensure that there are the right number of staff coverage. Complete the most optimal schedule per line of business and utilise based on volume forecasts and projected trends. Manage the scheduling of training by considering Line’s training needs. Schedule all necessary business development initiatives to support the business need and ensure that SLA and business is not negatively impacted. Complete all schedules and send to Line managers and stakeholders. Take the feedback into account and adjust the workload schedule. Once finalised communicate to all stakeholders. Adjust weekly schedule to meet business trends, economic trends and business demands to ensure SLA is met.

    Project and Program Resource Management

    Manage the deployment of project resources, proactively managing project costs, providing forecasts, and presenting variances with narrative at appropriate review points to ensure effective utilisation. Manage the predicative scenario to determine optimal resource requirements for business productivity. Design according to each business line’s unique requirements based on contractual staffing arrangement. Ensure that resources requirements meet business needs and are aligned to overall business unit strategy and meet the SLA. Produce campaign and project scenario plans according to relevant business requirement documents.

    Project and Program Stakeholder Engagement

    Build strong stakeholder relationships with transitions department to align business objectives, such as new business and campaigns. Communicate best practice in meetings.

    Improvement / Innovation

    Determine trends and make recommendations for continuous improvement, based on daily and weekly reviews. Participate in leads meetings with operations management to review staffing and forecasted call volumes as required by business. Inform staffing strategy for FTE requirements for Sales and Service. Analyse daily Management Information report and provide commentary and reasons to improve the line. Identify and implement enhancements to operational processes through the WFM lens therefore driving improved Customer experience.

    Operational Compliance

    Understand and implement Data Governance rules that exist within the Group by engaging with the Line Manager and Group Governance Organisation team through established forums/committees that seeks to create awareness among team members of these existing rules. Align all the department’s activities to adhere to the principles, policies, standards and guidelines issued by the DGO. Engage with line manager for understanding and clarity. Stay up to date with all schedule trends and best practice.

    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. Identify further training that is in line with growth for this role and engage with the line manager for approval where required. Keep the line manager updated on training and growth process.

    BEHAVIORAL COMPETENCIES

    Plans and Aligns

    Plans and prioritizes work to meet commitments aligned with organizational goals. For example, stays focused on plans and improvises in response to changes, including risks and contingencies. Aligns own team's work with other workgroups'. Looks ahead to determine and obtain needed resources to complete plans.

    Manages Complexity

    Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, consistently looks at complex issues from many angles; obtains a rich and deep understanding; swiftly cuts to the core issue; skillfully separates root causes from symptoms.

    Persuades

    Uses compelling arguments to gain the support and commitment of others. For example, positions and packages ideas so that they will resonate strongly with a wide variety of stakeholders. Uses strong logic and compelling evidence. Works with others to find creative win-win solutions; achieves consensus through compromise.

    Communicates Effectively

    Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, tailors communication content and style to the needs of others. Pays attention to others' input and perspectives, asks questions, and summarizes to confirm understanding.

    Interpersonal Savvy

    Relates openly and comfortably with diverse groups of people. For example, picks up on group interpersonal dynamics and finds ways to work effectively within these parameters; resolves difficult interpersonal situations within the team; works to build greater group harmony. Coaches team members on interpersonal skills.

    Ensures Accountability

    Holds self and others accountable to meet commitments. For example, tracks performance and strives to remain effective, learning from both successes and failures. Readily takes on challenges or difficult tasks and has reputation for delivering on commitments.

    Being Resilient

    Rebounds from setbacks and adversity when facing difficult situations. For example, has excellent composure and professionalism, even in very difficult situations; acts as a steadying force or role model for others. Skillfully overcomes obstacles, learns from failures, and uses these lessons to improve subsequent efforts.

    Situational Adaptability

    Adapts approach and demeanor in real time to match the shifting demands of different situations. For example, sees even subtle cues to adapt; deploys a wide range of behaviors to stay effective. Exemplifies flexibility and resourcefulness; responds deftly to a variety of challenges and situations.

    Courage

    Steps up to address difficult issues, saying what needs to be said. For example, readily shares own ideas and opinions on controversial topics; is comfortable with open debate and constructive criticism. Demonstrates clear conviction in adversity; persists courageously in difficult circumstances.

    Manages Conflict

    Handles conflict situations effectively, with a minimum of noise. For example, skillfully draws upon a wide range of perspectives in order to find optimal solutions to challenging situations. Actively identifies areas of agreement, builds solid consensus around them, and leverages these to resolve disagreements.

    Action Oriented

    Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. For example, takes immediate, decisive, independent action to resolve issues or problems. Persists as needed. Quickly and consistently identifies and pursues beneficial new opportunities.

    Balances Stakeholders

    Anticipates and balances the needs of multiple stakeholders. For example, shows a strong commitment to identifying all relevant issues and making decisions that maximize outcomes for all key stakeholders. Engages effectively with multiple stakeholders and responds with well-balanced, win-win solutions.

    Skills

    Data Collection and analysis

    Provide technical guidance when required to analyse data trends for use in reports to help guide decision making.

    Planning and Organising

    Provide technical guidance when required to plan, organise, prioritise and oversee activities to efficiently meet business objectives. Capacity Planning

    Numerical Skills

    Use an understanding of numerical concepts to perform mathematical operations such as report analysis and provide technical guidance when required. Advanced Mathematical Ability

    Computer Skills

    Support business processes by understanding and effectively using standard office equipment and standard software packages and provide technical guidance as needed. Q Story, Qlikview, Advanced MS Office, CMS, Knowledge in Automatic Call Distribution (ACD) technology and experience with forecasting, scheduling and RTA software, Exceptional data handling skills, Workforce management tool preferably Nice IEX

    Verbal Communication

    Use clear and effective verbal communications skills and provide technical guidance when required to express ideas, request actions and formulate plans or policies.

    Action Planning

    Provide technical guidance when required to develop appropriate plans or perform necessary actions based on recommendations and requirements.

    Policy and procedures

    Provide technical guidance when required to develop, monitor, interpret and understand policies and procedures, while making sure they match organisational strategies and objectives. Advanced knowledge in WFM principles, practices and systems

    Commercial Acumen

    Apply understanding of the business environment and objectives to develop solutions, while also providing technical assistance when necessary.

    Customer Service Delivery

    Provide technical guidance as needed on meeting high customer service standards.

    Compliance

    Provide technical guidance when required to achieve full compliance with applicable rules and regulations in management and/or operations.

    Presentation creation

    Apply concepts of knowledge / skill and provide technical guidance when required.

    Presentation Skills

    Communicate with others and provide technical guidance when required to speak in a clear, concise and compelling manner. Advanced presentation skills (Executive level reporting).

    Writing Skills

    Use clear and effective writing skills and provide technical guidance when required to express ideas, request actions and formulate plans or policies.

    Negotiation

    Provide technical guidance when required on how to help the organisation by obtaining consensus between two or more internal or external parties who may have different interests.

    Strategic Planning

    Engage in strategic planning and provides technical guidance when required.

    EDUCATION

    General Education

    • Bachelor of Commerce/Information Technology or equivalent (Essential);
    • BSc in Mats/Stats or Information Technology, Finance or a related field; BSc Hons (Advantageous);
    • Lean Six Sigma White/Green Belt Certification (Advantageous)

    Experience

    General Experience

    • 5 or more years’ experience in a Workforce Management department of which three must be in planning and forecasting (Essential);
    • Proven track record of variance scores achieved within industry standard range and acceptable to company standards (Essential);
    • Understand omni channel blended environments (Essential);
    • Previous workforce management experience (Advantageous);
    • Experience in the financial services industry (Advantageous)

    General Education

    • Bachelor of Commerce/Information Technology or equivalent (Essential);
    • BSc in Mats/Stats or Information Technology, Finance or a related field; BSc Hons (Advantageous);
    • Lean Six Sigma White/Green Belt Certification (Advantageous)

    Experience

    General Experience

    • 5 or more years’ experience in a Workforce Management department of which three must be in planning and forecasting (Essential);
    • Proven track record of variance scores achieved within industry standard range and acceptable to company standards (Essential);
    • Understand omni channel blended environments (Essential);
    • Previous workforce management experience (Advantageous);
    • Experience in the financial services industry (Advantageous)

    go to method of application »

    Systems Analyst

    Job Purpose

    The Systems Analyst (ITSM) ensures that GIT Service Management systems are maintained and developed to ensure GIT Service Management objectives are met. The System Analyst ensures that GIT delivers stable and high quality software systems to its client, TIH. This is done by understanding, studying and analysing requirements for system changes and new systems altogether. The System Analyst draws up technical impact documents as well as writing technical documents that supports the developer to execute on the requirement.

    Responsibilities

    Administration

    Produce, update and provide best practice support on the Service Management system, databases and other departmental systems, advising colleagues when needed, and using own expertise to help improve processes. Act as a SPOC (single point of contact) between Business, Support Teams, Vendors and GIT.

    Design and Conceptualization

    Research and interpret data, trends, and benchmarks relevant to digital products/ services design.Design, develop and maintain the GIT Service Management system (SysAid), ensuring that new enhancements are tested and implemented according to best practices.

    Analysis of "As Is" and "To Be"

    Support and contribute to the documentation of "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.

    Database/Systems Specifications

    Provide information and comments on suitability during approval process for system or database specifications to ensure all agreed standards and protocols are followed and data integrity is preserved. Apply ITIL frameworks in systems design, maintenance & deployments

    Information Security

    Support implementation of required security measures such as firewalls or message encryption, monitoring performance to notify security experts of any problems.

    Testing IT Performance

    Analyse routine performance website/applications software tests and respond to user emails to monitor, diagnose, and correct performance issues.

    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.

    Operational Compliance

    Identify, within the team, instances of non-compliance with the organisation's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate. Ensure Service Level Agreements and Contracts are in place and reviewed. Ensure standard operating procedures are in alignment with enterprise processes and governance for compliance purposes.

    Requirements

    General Education

    Matric/SAQA Equivalent (Essential)

    Relevant ITIL certification and / or accreditation (Essential)

    General Experience

    1-3 years’ experience in IT Service Management, managing and operating the function (Essential)

    Experience with UML designs and/or IBMI/SQL (Advantageous)

    Method of Application

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