Imagine a world where people live healthier, more enhanced and protected lives… A world in which each organisation is a powerful influencer and responsible corporate citizen, committed to being a force for social good. As a leading innovator in healthcare, wellness, insurance, investments, financial and life planning, Discovery works ceaselessly to...
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Key Purpose
- Increase the sales of the product range through building relationships, superior client service and technical knowledge.
Areas of responsibility may include but not limited to
- All work must be done accurately, comprehensively and in-line with set quality standards and timelines.
- Increased Discovery Health product sales through building relationships, superior client service and technical expertise
- Create strategic business partnerships with multiple intermediary stakeholders.
- Relationship building with internal and external stakeholders.
- Project management of new business process, from end to end.
- Intermediary reporting and trend analysis.
- Consistently deliver Discovery Health value proposition.
- Escalated query resolution and troubleshooting
- Increase the sales of the product range through building relationships, superior client service and technical knowledge.
- Review new business pipeline, follow-up, and tracking.
- Issuing of quotations
- Technical training and ongoing product support to financial advisors.
- Keeping up to date with competitor product and service offering and industry developments
- Participating in proactive sales and marketing initiatives
Personal Attributes and Skills
- Logical, analytical problem-solving ability.
- Excellent interpersonal skills.
- Excellent verbal and written communication skills.
- Ability to work independently.
- Ability to take accountability, responsibility, and ownership.
- Able to take initiative and exercise sound judgment and decision making.
- Ability to work in a highly pressurized, target oriented environment.
- Ability to deal positively with change and uncertainty.
- Strong business acumen.
- Strong sales and persuasive skills.
- Strong quality orientation.
- Good organizational skills.
- Proactive, self-motivated.
- Able to identify, nurture and develop talent.
- Customer oriented.
- Ability to meet deadlines timeously
Education and Experience
Qualifications
- 3-5 years medical scheme industry experience (required)
- Business degree (advantageous)
- RE5 (preferable)
- NQF5 in Wealth Management of Financial Planning / 120 FAIS credits (preferable)
- Knowledge of MS Office Suite
- Sales experience (advantageous)
- Knowledge of MS Office Suite
- Business degree (advantageous)
- Relevant financial services industry experience is advantageous
Experience
- Relevant financial services industry experience is advantageous.
- Sound health industry experience
- Adviser consulting experience in the financial services industry
- An understanding of financial planning
Requirements
- Valid drivers licence and insured and reliable car
- Smart-phone
- Willingness to travel
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Key Purpose
- Increase the sales of the product range through building relationships, superior client service and technical knowledge.
Areas of responsibility may include but not limited to
- All work must be done accurately, comprehensively and in-line with set quality standards and timelines.
- Increased Discovery Health product sales through building relationships, superior client service and technical expertise
- Create strategic business partnerships with multiple intermediary stakeholders.
- Relationship building with internal and external stakeholders.
- Project management of new business process, from end to end.
- Intermediary reporting and trend analysis.
- Consistently deliver Discovery Health value proposition.
- Escalated query resolution and troubleshooting
- Increase the sales of the product range through building relationships, superior client service and technical knowledge.
- Review new business pipeline, follow-up, and tracking.
- Issuing of quotations
- Technical training and ongoing product support to financial advisors.
- Keeping up to date with competitor product and service offering and industry developments
- Participating in proactive sales and marketing initiatives
Personal Attributes and Skills
- Logical, analytical problem-solving ability.
- Excellent interpersonal skills.
- Excellent verbal and written communication skills.
- Ability to work independently.
- Ability to take accountability, responsibility, and ownership.
- Able to take initiative and exercise sound judgment and decision making.
- Ability to work in a highly pressurized, target oriented environment.
- Ability to deal positively with change and uncertainty.
- Strong business acumen.
- Strong sales and persuasive skills.
- Strong quality orientation.
- Good organizational skills.
- Proactive, self-motivated.
- Able to identify, nurture and develop talent.
- Customer oriented.
- Ability to meet deadlines timeously
Education and Experience
Qualifications
- 3-5 years medical scheme industry experience (required)
- Business degree (advantageous)
- RE5 (preferable)
- NQF5 in Wealth Management of Financial Planning / 120 FAIS credits (preferable)
- Knowledge of MS Office Suite
- Sales experience (advantageous)
- Knowledge of MS Office Suite
- Business degree (advantageous)
- Relevant financial services industry experience is advantageous
Experience
- Relevant financial services industry experience is advantageous.
- Sound health industry experience
- Adviser consulting experience in the financial services industry
- An understanding of financial planning
Requirements
- Valid drivers licence and insured and reliable car
- Smart-phone
- Willingness to travel
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Key Purpose
- To ensure that Discovery digital features and channels meet the needs of their intended audiences through design, analysis, evaluation and testing of the user experience. Designs and conducts analysis and evaluations of systems interfaces with clients and staff, to ensure maximum usefulness and satisfaction, to increase productivity and to elevate the overall quality of the product or service.
Job Summary
- As a UX/UI Designer, you will play a pivotal role in crafting intuitive and engaging user experiences. You will be responsible for understanding user needs and behaviours through research and translating these insights into innovative design solutions. Your work will span the entire design process, from conceptualisation and wireframing to using the existing design system to create high-fidelity designs. Collaborating closely with product managers, developers, and other stakeholders, you will ensure that the final product not only meets business goals but provide a great experience.
Areas of responsibility may include but not limited to
- Break Down Problems: Analyse complex problems to identify key components and underlying issues.
- Ideate Solutions: Generate and evaluate multiple solutions to address identified problems.
- Conduct Research: Gather user and desktop insights to inform design decisions.
- Design User Interfaces: Iterate on user interfaces for web and mobile applications, from low to high design fidelity.
- Create Prototypes: Develop interactive and visual design prototypes.
- Utilize AI and Emerging Technologies: Enhance the design system and improve design processes.
- Conduct Peer Reviews: Review usability deliverables with peers.
- Collaborate with Stakeholders: Work with product managers, developers, and other stakeholders to ensure design feasibility and alignment with business goals.
- Conduct Usability Testing: Analyse user feedback to refine designs.
- Platform and Device Requirements: Have a good understanding of platform, browser and device compatibility such as form factors, screen resolutions and aspect ratios.
- Stay Updated with Trends: Keep up to date with the latest trends and attend/speak at conferences and meetups to contribute to innovation and consistency in usability standards and guidelines.
- Communicate with Design Leadership: Have regular sessions with seniors to convey blockers, training, and tool needs.
- Contribute to Training: Participate in internal training and community forums with UX/UI Designers to broaden awareness of user experience and design best practices.
Personal Attributes and Skills
- Be comfortable providing and receiving constructive critique.
- Possess strong verbal and written communication skills and be comfortable communicating and presenting to business stakeholders using storytelling techniques.
- Proficient in UX research, interaction design.
- Have visual design skills; attention to detail and a demonstrated mastery of typography, colour, and layout.
- Have a keen interest in the latest GenAI trends and the application within UX Design.
- Experience and understanding of lean and agile processes.
- Proficient with design tools such as Figma.
- Be able to stand by your designs and provide solid rationale to back up design decisions made.
- Ability to use prototyping tools to convey design intent.
- Operational understanding of Accessibility and the ability to incorporate accessibility into designs.
- Be able to analyse and report insights.
- Possess personal organisation and time management skills.
- Be able to build relationships with people from all different backgrounds and at different job levels.
Education and Experience
- 3 to 5 years minimum relevant working experience.
- Experience in UX design, specifically for web and mobile applications/platforms preferred.
- A portfolio of work demonstrating a proven track record for solving difficult UX design problems and simplifying difficult requirements to intuitive interfaces for customers.
- Matric/Grade 12 and relevant Bachelor's or equivalent 3-year degree. User experience design, or related field preferred.
- A record of accomplishment of outstanding academic qualifications and professional performance.
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Key Purpose
- Within the Application Platform Services system area, the Java Developer must work together with Business Analyst, UX & Content Teams, System Architect and managers to understand the overall business need and the requirements, design the system solution using various approaches and technologies, implement the designed solution in the system with high quality source codes.
- The Java Developer will support the projects throughout the project life-cycle, including requirements, design, implementation, release and post release support.
- The Java Developer in the Application Platform Services area must be technically able support and maintain the deployed applications on dev, test and production environments.
Areas of responsibility may include but not limited to
- Develop, test, and maintain the deployed application software with high quality
- Analyse, maintain and enhance existing application and troubleshoot issues with efficiency
- Perform accurate development estimation
- Produce technical specifications and designs.
- Analytical and problem solving skills
- Self-starter who takes ownership, is accountable, and is able to work under minimum supervision
- Excellent written and verbal communication skills
- Can help with quality assurance and provide comments
- Present to senior stakeholders
- Offer support and guidance to peers
- Perform analysis at a strategic level and understand principles of business, technical and enterprise architecture
Personal Attributes and Skills
- Passionate about technology and development.
- Results oriented with the ability to work under pressure and juggle multiple concurrent projects with changing priorities and deadlines
- Analytical thinking
- Personal organisation and time management skills
- Technical and business writing skills
- Presentation and facilitation skills
- Communication skills (written, verbal/presenting and listening)
- Stress management
- Customer focused
- Results oriented
- Able to resolve conflict
- Creative
- Innovative
- Self-driven
- Attention to detail
- Ability to build relationships with people from all different backgrounds and at different job levels
Education and Experience
Minimum
- Matric/Grade 12 and formal Java qualifications.
- 3 years Java systems development experience
- Java EE knowledge and experience
- Experience with SOAP and REST services
- Unit testing and mocking frameworks
- Source control, experience with GIT
- Experience with industry standard Application Servers (preferably WebLogic)
- Knowledge of OO design principles and development patterns
Preferred
- IT related Degree or Diploma (BSc/BTech or similar).
- Angular Framework
- Spring Framework
- SQL and ORM experience
- Presentation layer development (HTML5, CSS, JavaScript, jQuery, GWT, Spring MVC)
- Experience using formal modelling languages (UML, etc) and modelling tools (Enterprise Architect, Visual Paradigm etc.)
- Exposure to Agile principles and methodologies, including Continuous Integration and Test Driven Development
Advantageous
- Honours degree
- DevOps/Continuous integration
- Exposure to the Atlassian tool suite (Jira, Confluence, Bamboo and Bitbucket)
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Key Purpose
- This team is responsible for the Discovery member application published to the Play Store. They work with other Discovery business units to deliver innovative solutions to all members.
- Within the Digital system area, the iOS developer will work on the Discovery application together with Product Owners from various business units, Business Analysts, UX/UI designers & Content Teams, System Architect, and managers to understand the overall business need and the requirements, design the system solution using various approaches and technologies, implement the designed solution in the system with high quality source code.
- iOS developers support the projects throughout the project lifecycle, including requirements, design, implementation, release, and post release support.
- iOS developers in the Digital area must be able to technically support and maintain the deployed applications on dev, test and production environments.
Areas of responsibility may include but not limited to
Senior iOS developers must have a competent understanding of:
- The system development life cycle and can explain the developer’s role in each stage
- The defined system development tools, processes and workflows
- The distinction between business, functional and non-functional requirements and how to implement them
- The importance of delivering high quality source code and how to achieve it
- The technologies used and the systems components structure
- The domain and business terminologies and link them back to system implementations
Senior iOS developers should be able to demonstrate that they can:
- Develop, test, and maintain the deployed application software with high quality
- Collaborate with product managers and designers to ensure a successful, high-quality product and great user experience
- Analyse, maintain and enhance existing application and troubleshoot issues with efficiency.
- Perform accurate development estimation
- Produce technical specifications and designs. Participate in new business development through ideation, prototype development, and project estimates
- Research new techniques, tools, and best practices and share that knowledge with the team and community
- Maintain high standards
- Analytical and problem solving skills
- Self-starter who takes ownership, is accountable, and is able to work under minimum supervision
- Excellent written and verbal communication skills
- Can help with quality assurance and provide comments
- Within 6 months of being in the position, a senior iOS developer should be able to demonstrate strong domain knowledge and technologies in relation to the environment that they work in.
Personal Attributes and Skills
Behavioral Skills
- Excellent written and oral communication skills (English)
- Ability to work in a self-driven, complex environment with multiple and changing priorities
- Ability to focus on deadlines and deliverables
- Ability to think abstractly
- Ability and desire to quickly learn new technologies
- Clean code thinking
Technical Skills
- Project Management
- Business Writing Skills
- Presentation and Facilitation Skills
- Process Mapping
- Software testing pack design, functional testing
Responsibilities
- Maintain and extend existing development activities
- Work with customers to determine project requirements
- Design software to fulfil customer requirements
- Develop software from requirements and specifications
- Find and repair software defects; unit testing, UI automation testing
- Stay current with Apple and iOS standards and guidelines
- Documenting development work done
Education and Experience
Minimum
- Informatics degree or Diploma
- 4+ years’ experience developing iOS applications
Advantageous
- 2+ years’ user interface analyst experience
- Software Engineering related degree/qualification
- Honours degree
- Business experience and product knowledge
- Experience in Objective-C is beneficial
Methodologies
- Waterfall and Agile
- Knowledge of OO design principles and development patterns
Tools
- SoapUI (SOAP) / REST client (JSON)
- XCode
- Atlassian tool suite (Jira, Confluence)
Technologies
- iOS
- UML
- XML, JSON
- SOAP and REST Web Service Development
Other
- Software architecture
- JAD sessions
- Data modelling techniques
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Key Purpose
- Understanding the business requirements, and through a structured process documenting, validating and translating it into functional specifications that are used by developers to craft a technical solution. Testing and validating the functionality of the technical solution against the business requirements. Interfacing between the business client and the development team with regards to the business and functional requirements. Ensuring that the business requirements are delivered in the implemented solution. Working with multiple business areas and multiple teams that require deep integration of solutions. Building and maintaining strong relationships with clients, and acting as consultant on the application.
Areas of responsibility may include but not limited to
Business Case
- Assist business to articulate the benefits they wish to realize with the solution. Facilitating the development of a Business Case.
Product Requirements Specification (PRS)
- Design and validate the functional solution.
- This involves interpreting the CRS into a set of Product Requirements Specification (PRS).
- Apply knowledge of the system, interfaces and dependencies to highlight integration aspects that must be considered.
- Identify a set of stakeholders that need to be involved in creating and validating the PRS. Interview business and technical owners, as well as experienced members of the development team (Development Manager, Architect, Snr BA).
- Design a set of test cases/scripts, test scenario's and test data sets to accompany the PRS.
- Validate the PRS and Test Basket with the client and identified stakeholders and obtain sign-off.
Release Notes & Training Material
- Update and publish release notes related to the current system changes implemented, and notify impacted parties. Maintain and update the BRS and PRS with any added content.
Personal Attributes and Skills
Behavioral Skills
- Stress Management
- Time management and prioritization
- Creativeness
- Learning orientation
- Negotiation skills
- Innovation
Technical Skills
- Project Management
- SQL queries
- Business Writing Skills
- Presentation and Facilitation Skills
- Solution Architecture
- Process Mapping
- Entity Diagram mapping
- Software testing pack design, functional testing
Education and Experience
Minimum
- Informatics or other relevant degree
- 3 year business analyst experience
- Mobile App project delivery experience (Android and iOS)
Advantageous
- Dip.BA (FTI or equivalent)
- Business experience and product knowledge
Methodologies
Tools
- Enterprise architect
- Visio
- SoapUI (SOAP) / REST client (JSON)
- Atlassian tool suite (Jira, Confluence)
Processes
- ITIL (Incident, Release, Problem Management)
Technologies
- SQL (Oracle and IBM Netezza)
- UML
- XML
- JSON
Other
- Software architecture
- JAD sessions
- Data modelling techniques
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Key Purpose
- Responsible for understanding business analysis requirements, owning solutions design, and executing on complex analysis and ensuring that projects are delivered accurately and timeously.
Areas of responsibility may include but are not limited to
- Solving ad-hoc analytical problems
- Translate data into insights through analytical thinking
- Presenting and communicating solutions
- Engage with stakeholders to determine business requirements and conduct analysis
- Building and maintaining dashboards and automated reports
- Implement advanced strategies for gathering, reviewing and analyzing data
- Determine how to improve existing business processes
- Determine which tasks can be automated
Technical Skills and Knowledge
- Programming (SQL, R), Power BI software and advanced Microsoft Office skills.
- Understanding of systems engineering concepts.
- Diagnostic information gathering.
- Analytical thinking.
- Thoroughness.
- Business Intelligence.
- Insurance experience is advantageous.
Education and Experience
Education:
- Matric (Essential)
- Bachelor’s degree in Actuarial Science and/or Mathematical Statistics/ Computer Science or strong mathematical/economics candidate (Essential)
Minimum Experience:
- 1 - 2 Years experience in any of the fields specified under essential qualification.
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Key Purpose
- To effectively and efficiently manage and grow relationships between Discovery CEB and all stakeholders e.g. Brokers as well as servicing department (Admin), Quotes, Accounts, Claims and Underwriting, Franchises, Brokers Consultants and clients e.g. brokers, employers and members. Also to ensure that quality service is delivered to these Stakeholders. To be present in the broker’s office to promote and protect Discovery’s retirement fund business.
Areas of responsibility may include but not limited to
- The Service Consultant needs to establish, grow and maintain relationships with CEB clients.
- When problems occur, the Service Consultant needs to find the best possible solution to ensure that the problem is solved as efficiently and effectively as possible, aligned to business practices while ensuring that the least amount of damage is done to the relationships of the parties involved.
- Present Installation Package - explain documents, SLA’s as well as roles and responsibilities to broker and employer.
- Present admin changes - explain documents, rate change, issue minutes and processes.
- SC to monitor or communicate progress / feedback or resolution regarding query to client / broker or Franchise.
- SC to arrange meeting or courtesy call to ensure escalation is addressed
- SC to resolve these with the assistance of the relevant team member.
- SC to regularly visit the broker / client for feedback as agreed per SLA
- Represent the retirement fund business and address all gaps and concerns relating to the business
- To present and review admin reports for broker and trustee meetings
- SC assist broker/Client with web functionality and drive usage
- SC to meet with Franchise to address any queries on their portfolios as and when necessary.
- SC to ensure meetings are arranged with all brokers and employers where applicable during the course of the year
- All meetings must be minuted and saved on the Drive.
Personal Attributes
- Leading and Supervising
- Planning & Organizing skills
- Working with People - Communication
- Persuading and Influencing
- Adhering to Principles and Values – Self management
- Delivering Results and Meeting Customer Expectations
- Coping with Pressure and Setbacks
- Relating and Networking
- Team work and analytical skills
- Communication
- Problem solving
- Initiative and enterprise
- Learning
- Technology
Education and Experience
- Matric - essential
- 3 - 5 years Employee Benefits, Retirement Funds, Umbrella Fund experience – Essential
- NQF level 5 or similar is advantageous
- Relevant Industry Qualifications – Wealth Management, Introduction to Retirement Funds – Advantageous
- MS Office – Advanced Excel Skills, Retirement Fund and Umbrella Fund operations, Accounting, Investments,
- Full compliance and legislative universe relating to employee benefits, FAIS and Umbrella Funds.
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Key Purpose
- Work closely with a passionate development team to design, develop and maintain Java based solutions for a dynamic, multi-national company that sets the benchmark in its industry.
- Must be a team player and have the ability to work with both vertical and horizontal colleagues both in a formal and informal setting.
Areas of responsibility may include but not limited to
- Develop, test, and maintain high quality application software.
- Analyse, maintain and enhance existing application and troubleshoot issues.
- Assist with the production of technical specifications and designs.
- Promote new technologies and share knowledge within the team.
- Recommend improvements to development processes, contribute to implementation plans, and assist in rollout.
- Adhere to coding standards and know best practices
- Perform code reviews.
Personal Attributes and Skills
- Passionate about technology and development
- Results oriented with the ability to work under pressure and cope with multiple concurrent projects with changing priorities and deadlines
- Strong analytical and problem solving skills
- Ability to deal with complexity and migrate between detailed and high level requirements
- Self-starter who takes ownership and accountability, and is able to work with minimal supervision
- Excellent written and verbal communication skills
Education and Experience
Education:
- Matric/Grade 12 and formal Java qualifications
- IT related Degree or Diploma (BSc/BTech or similar).
Experience:
- 5 years Java systems development experience.
- Experience in Presentation layer development (HTML5, CSS, JSP, TypeScript / JavaScript, Spring MVC, Angular 1 & 2)
- Solid understanding of Java 1.6 and later
- SDLC
- Experience in application frameworks (Spring Framework)
- Unit testing and mocking frameworks.
- Integration experience
- Spring Framework 3.0 or later, Angular2
- Weblogic 10 & 12
- Maven
- Hibernate/JPA experience
- JMS, Tibco EMS experience.
- Oracle and PL/SQL knowledge.
Optional:
- ElasticSearch or SOLR experience
- Experience with Business Rules Management Frameworks.
- Experience using formal modelling languages (UML, ArchiMate etc) and modelling tools (Enterprise Architect, Visual Paradigm etc.)
- Exposure to Agile principles and methodologies, including Continuous Integration and Test Driven Development
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Key Purpose
- Understand, analyse and optimize sales and distribution strategies across Discovery Health and Vitality using industry knowledge, analytical expertise and strategic insights.
The candidate will be required to:
- Develop new business strategy and analysis to lead distribution strategies,
- Storyboard and communicate complex information in a coherent, succinct manner; and
- Transform unstructured data into strategic insights to inform key business decisions.
Areas of responsibility may include but not limited to
- Sales and distribution leadership:
- Responsible for strategic insights, ideas, and solutions to address sales and distribution priorities within Discovery Health and Vitality
- Responsible for the successful product positioning and roll-out of Discovery Health and Vitality’s annual enhancements and product launches
- Contribute to research and development through a deep understanding of the competitor space and market dynamics.
- Produce white papers and thought leadership to elevate the Discovery Health and Vitality brands.
Broker Leadership:
- Engage with distribution channels and brokers as a key decision maker to complex problems faced by Discovery Health and Vitality.
- Position newly launched Health and Vitality products via nationwide webinars and roadshows to brokers
- Develop strong relationships with brokers as the key voice on distribution sentiment and product delivery.
Market expertise:
- Detailed analysis, technical modelling and desktop research covering company performance, product utilisation, sales trends and competitor landscape to guide the business on future growth opportunities.
Competencies
- Self-starter with a strong drive for excellence
- Management and leadership skills
- Strategic thinker
- Exceptional analytical skills
- Strong communication skills, with competencies of storyboarding, presentation preparation and data visualisation
Qualifications / Experience
- Qualified actuary, with a minimum of three years’ work experience.
- Or 1 -2 exams away from qualifying with more than 3 years' work experience
- Management consulting experience is advantageous.
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Job Description
- Supporting the risk management function in the Discovery Connect Distribution Services business by delivering against and facilitating the risk management programme and activities.
Key Outputs
The successful individual will be required to perform on, but not limited to the following key outputs:
- Create risk reports and ensure consistent delivery of the risk reporting requirements for the Discovery Connect business
- Stakeholder management - ensuring the accurate reporting of risk exposures within the various business functional units through regular formal engagement with management.
- Embedding and implementation of the ERM Policies, Frameworks, Standards and Guidelines into the business and ensuring that requirements are met.
- Ensure that risk management activities required by the business and other Group Wide Policies, Frameworks and Standards are performed and delivered on.
- Ensure risk and controls assessments are performed on risks identified / reported
- Monitor and report all material risks and risk information is reported to the relevant Excos/Committees/Management forums/ stakeholders.
- Risk Exco’s: Draft risk report for the Risk Exco, facilitate and manage the process of reviewing the risk information with relevant stakeholders such as the CEO of the Business and 2nd line risk management function, prepare Risk Exco pack along with minutes and Agenda items.
- Attestations: Perform and facilitate the process on completion of attestations when required
- Ensure follow ups with management/relevant stakeholders where required, such as open action plans, breached KRIs, risk incidents, risks are performed, and risks are reassessed where required
- Develop, monitor and report on key risk indicators on a regular basis.
- Ensure that risk events are reported on and provide a detailed analysis of the event including the qualitative and quantitative impact.
- Manage and maintain the risk profiles of the Discovery Connect businesses to ensure the information on the profiles are up-to-date, relevant and an accurate representation of the business environment. This includes that management and maintenance of the risk information on the risk management system
- Performing risk assessments as required by the risk management plan.
- Support and assist the Head of Operations in drafting, implementing and delivering of the Risk Management plan for Discovery Connect licence business.
- Providing technical risk management support in business meetings, and risk reviews.
- Promote a strong risk management culture within the business through engagement, challenge of risk information.
- Supporting and guiding staff.
Personal attributes and skills
The successful individual will be required to demonstrate the following competencies:
- Ensures accountability
- Manages complexity
- Resilient
- Values differences
- Business insight
- treat others with care, dignity and respect
- build an environment for optimal performance
- have a bias for action
- Drives Results
- Problem Solver
Qualification & Experience
Essential
- Matric
- Qualification - BCom, BSc (Risk Management or Finance)
- At least 5 – 8 years Operational Risk Management, Insurance/Financial Risk Management.
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Key Purpose
- The Executive BC manages a team of BC’s and builds the strongest relationships in the market with advisers value our solutions and together want to improve retirement outcomes and protect peoples lives. The aim will be to drive new business across all CEB products (Group Risk, Retirement Fund and Healthy Company EAP). This position forms part of the corporate distribution team and is a new role and the most senior position within corporate distribution other than the head of distribution. This person will form part of the Growth Exco and play an essential role in helping CEB achieve our ambitious new business targets.
Areas of responsibility may include but not limited to
- Driving growth in new business sales.
- Establishing and nurturing relationships with advisers, both at executive and operational level, to ensure that Discovery is one of the top options they want to position to their clients as part of a benefit review on EB products.
- Developing and implementing adviser account strategies to achieve long-term success and align with the broker’s key objectives.
- Tracking and analyzing key performance metrics to assess adviser relationship health and identify areas for improvement.
- Serve as the first port of call for adviser and client questions relating to our GR and UF products and need to therefore understand and know our products very well.
- Work with advisers to identify sales opportunities for GR and UF, as well as identifying opportunities to upsell or cross-sell additional products or services to existing clients.
- Ensure that the correct benefit structure and quote alternatives are submitted.
- Create strategic business partnerships with multiple intermediary stakeholders.
- Relationship building with internal and external stakeholders.
- Project management of new business processes, from end to end.
- Escalated query resolution and troubleshooting.
- Review new business pipeline, follow-up, and tracking.
- Issuing of quotations within stipulated timelines.
- Technical training and ongoing product support to financial advisors.
- Keeping up to date with competitor product and service offering and industry developments.
- Participating in proactive sales and marketing initiatives.
Personal Attributes
- Values Driven
- Optimistic
- Learns on the Fly
- Resilient
- Instils Trust
- People Savvy
- Drives Results
- Problem Solver
Education and Experience
- Business degree (advantageous)
- RE5 required, RE1 (preferable)
- Business degree (advantageous)
- NQF5 in Wealth Management of Financial Planning / 120 FAIS credits (preferable).
- Strategic Relationship building and Sales experience.
- More than 10 years Employee Benefits or B2B Sales experience.
- Proven track record of building strategic relationships and driving growth through new business sales.
- Relevant financial services industry experience is advantageous.
- Sound Employee Benefits industry experience specifically.
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Job Description
- Assisting clients with queries and servicing requests on their policies within the required SLA
- Managing all queries through to resolution
- Co-ordination of own administration
- Maintaining accurate details and statistics of all queries
- Resolve highly escalated queries swiftly and efficiently
- Provide feedback to business regarding the nature and root cause of escalations
- Working according to set targets
- Communicating outcomes to complainants verbally and in writing
- Identifying and proposing solutions to process and service related failures
- Building and establishing relationships at all levels with external partners and internal departments to facilitate expeditious resolution of queries
Key purpose
- Assisting the Relations Specialists in resolution of escalated complaints and queries.
Key Outputs
- The successful applicant will be responsible for but not limited to the following broad job functions:
- Resolution (telephonically, via e-mail/letter and on a face to face basis) of escalated complaints and queries in a professional manner that is consistent with Discovery's philosophies and values.
- Listening to pre-recorded calls to determine the content of telephonic conversations when assessing the validity of a query.
- Keeping accurate and comprehensive stats on a daily, weekly and monthly basis to determine service failure trends and recurring problems. Identifying and proposing solutions and improvements to processes and procedures to prevent the problems from recurring.
- Build and establish relationships at all levels with external partners and internal departments (including franchises, Brokers and Members) so as to ensure that timeous resolutions are found to any problems that may arise.
- A thorough understanding of the relevant Discovery Insure, Health, Life, Vitality and Discovery Card products.
- Liaising internally with the staff and management of the relevant departments within Discovery Holdings.
Personal attributes and skills
- Have sales ability and be persuasive
- Be friendly, sincere ,confident ,courteous and positive
- Be self-managed
- Have excellent administration skills and be extremely organized
- Have the ability to deal with change
- Be able to maintain confidentiality
- Have excellent telephone skills
- Have excellent verbal and written communication skills
- Be self-motivated and pro-active
- Be able to prioritize , work under pressure and manage deadlines
- Be a team player
- Be resilient
- Be service orientated and customer focused
- Be results driven
- Conflict management skills
Qualification & Experience
- Matric
- Excellent English and Afrikaans spoken would be beneficial
- Good Excel and Word skills
- NQF 4 or 5
- 30 + FAIS Credits
- RE5
- 1yr + Experience in Client Services or Escalations
Method of Application
Use the link(s) below to apply on company website.
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Gmail
Yahoomail