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  • Posted: Jan 14, 2025
    Deadline: Not specified
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    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...
    Read more about this company

     

    Project Manager (Intermediate)

    Key Purpose

    • The Vitality PMO is responsible for driving the delivery of brilliant products that make people healthier, increase member growth and engagement and strengthen our business. We are looking for an experienced Project Manager to join our team of driven and dynamic project management professionals. In this role you will be responsible for managing the delivery of high-quality projects which span over multiple business areas and business partners within the Discovery Vitality environment and, ensuring that the project objectives and business requirements are timeously met.

    Personal Attributes and Skills

    • Exceptional analytical, problem solving and research skills.
    • Ability to communicate complex topics clearly and concisely.
    • An ability to deal with complex issues as well as migrate between detail and high-level requirements.
    • A drive and commitment to exceed expectations.
    • Reliability and dependability – can be counted on.
    • Strong leadership skills.
    • Stakeholder engagement.

    Areas of responsibility may include but not limited to

    • Apply and adhere to project management principles and processes and ensure that they are effectively applied throughout the lifecycle of the project, through to project closure and operational handover.
    • Work with various internal streams, across departments or external stakeholders to manage and track dependencies and delivery.
    • Compile, update and manage the project plan.
    • Produce weekly status reports depicting RAG status, project progress and proactive steps to move projects to green.
    • Effectively and proactively identify and mitigate risks and resolve issues.
    • Effective project stakeholder communication and management.
    • Supporting, guiding, motivating and facilitating the project teams throughout the project processes. 
    • Ability to manage several projects concurrently. 

    Education and Experienc

    • A related tertiary Degree or Diploma.
    • A formal Project Management certification.
    • Experience in Agile is advantageous.
    • At least +3 years of formal Project Management experience is required.
    • Financial services sector experience.
       

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    Executive Relationship Manager

    Key Purpose

    • The Executive Relationship manager is responsible for proactively managing relationships with Discovery Invest’s top advisers by supporting and servicing them to promote new and maintain existing Invest business, ensuring exceptional service delivery and fostering strong relationships to position Discovery Invest as their preferred service provider.  The candidate should be a strategic partner with these top advisers to ensure you understand their current business and business targets.  To be a successful Executive Relationship Manager, you should possess excellent written and oral communication skills. 

    Objectives of this role

    • Become a reliable point of contact for relationships and establish a strong business relationship.
    • Develop open and effective channels of communication with each relationship to ensure client loyalty and satisfaction among these advisers.
    • Foster strong relationships with top adviser, their office staff, and all key stakeholders linked to the advisers, such as franchises.
    • Ensure exceptional service delivery in collaboration with internal teams.
    • Maintain high-quality service touchpoints across Discovery Invest businesses.
    • Contribute to the achievement of business targets and objectives.
    • Strategically contribute to advisers’ business targets.
    • Develop and implement client service strategies to enhance client experience.
    • Promote a culture of continuous learning, innovation, and collaboration within the team.

    Responsibilities

    • Effectively manage relationships with top advisers to ensure outstanding service and appropriate service recovery where there are failures.
    • Meeting directly with advisers regularly.
    • Understand the advisers’ book and help ensure the achievement of business targets.
    • Analyze and interpret raw data and take appropriate action. 
    • Analyze what additional data will add value and initiate these requests.
    • Work with Invest specialists to translate strategy into effective deliverables and ensure all related events are executed effectively.  This includes meeting advisers with the Invest specialists.
    • Ensure advisers understand Discovery’s standpoint on affected regulations, instilling confidence in our business.
    • Keep abreast of industry trends and practices, compliance and regulation impacting financial services.
    • Work with existing support structures to redefine process efficiencies.
    • Understand and articulate Discovery Invest’s service and product offering compared to competitors.
    • Respond promptly to enquiries via various channels in a fast-paced environment.
    • Resolve complex product and process-related queries and escalations.
    • Engage actively with advisers across multiple platforms, which includes direct contact with these advisers on a regular basis.
    • Manage reputational and financial risks in client interactions.
    • Ensure client confidentiality and accurate processing of special transactions.
    • Identify and recommend process and system enhancements.
    • Enable a learning and growth culture by sharing information on successes, issues, trends, and ideas.
    • Encourage innovation, change agility, and collaboration within the team.
    • Actively manage engagement and development.

    Education and Experience

    • BCom degree or equivalent
    • Minimum 5 years’ experience in the investment industry (essential)
    • Minimum of 3 years’ demonstrated experience in a similar adviser relationship role
    • Experience in various operation areas in the investment space, such as New Business, Servicing, Transfers, Withdrawals, etc
    • Demonstrated Presentation experience
    • Vast knowledge of relevant regulatory and compliance requirements
    • Relevant product knowledge

    Required skills

    • Strong professional written and oral communication skills
    • Deadline oriented
    • Must be organized and demonstrate the ability to handle several competing priorities
    • Ability to work in a fast-paced, pressurised environment
    • Excellent problem-solving and analytical skills
    • High level of attention to detail and accuracy
    • Team player
    • Self-motivated
    • Excellent time management
    • Adaptability and flexibility
    • Resilience
    • Strong presentation skills
    • PowerPoint skills to create own presentations
    • Computer proficient and working knowledge of desktop software applications (e.g. Word, Excel, and PowerPoint etc.)

    Preferred skills and qualifications

    • Compass experience
    • Paradigm experience
    • RE qualification (Regulatory Exam)
    • Afrikaans as extra language

    go to method of application »

    Contact Centre Consultant

    Key Purpose

    • To deliver world class service to all Discovery Health Members, Providers, Employer groups, and  Brokers by supporting and fully resolving their queries through various channels, primarily over the telephone.

    Key outputs

    The successful applicant will be responsible for but not limited to the following job functions:

    • Servicing all key stakeholders telephonically and via other servicing channels as required until the query has been resolved
    • Servicing our members in a customer centric way to ensure that we live by our service principles
    • Keeping up to date with product changes to ensure that all key stakeholders are accurately serviced
    • Continuously staying abreast of all digital servicing tools within the business and ensuring that the functionality is fully understood
    • Achieving and exceeding key performance metrics relating to service delivery

    Competencies and Skills

    Behavioural Competencies

    • Delivering results and meeting customer expectations
    • Presenting and communicating information
    • Writing and reporting
    • Analysing
    • Deciding and initiating action
    • Working with people
    • Achieving personal work goals and setbacks
    • Following instructions and procedures

    Skills

    • Excellent verbal and written communication skills;
    • Excellent administration skills;
    • MS Office and PC literate
    • Time Management

    Personal Attribute and Skills:

    • Customer Centric
    • Empathetic

    Education and Experience

    Education:

    • Matric with Mathematics or Accounting
    • Having a achieved a minimum of 50% in English in Matric
    •  Basic MS Office Skills

    Experience

    • At least 12 months working experience in a customer services environment

    Advantageous

    • The Business Writing Skill

    Method of Application

    Use the link(s) below to apply on company website.

     

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