Current Openings at Telesure Investment Holdings (TIH)

Job Purpose

• Facilitate the retaining of policies through company approved retention strategies. Focus on maintaining customer relationships, meeting various KPIs and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Focus on growth of brand and process alternative solutions to meet customer needs.

Responsibilities

• Customer Needs Clarification
• Set clear objectives for each call; adhere to SOP's in place to liaise appropriately with the customer. Ask relevant questions to evaluate the customer's needs and most suitable products linked to the customer's profile, to identify and respond to areas requiring further information or explanation.
• Sell Customer Propositions
• Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain alternative solutions to the customer and influence the customer to retain their business.
• Customer Service
• Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries and investigating and resolving customer problems.
• Personal Capability Building
• Keep abreast with current changes in internal policies and procedures. Develop capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
• Customer Management
• Help manage customers by carrying out standard activities.
• Operational Compliance
• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization when required from a supervisor or manager for any exceptions from mandatory procedure.
• Performance Management
• Prioritise own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance and KPI's.

Education

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential) Regulatory Exam 5 (Advantageous); FAIS credits, CPD hours and COB (Advantageous)

Experience

• 2 or more years sales experience (Essential); 1 year retentions experience (Advantageous).

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Job Purpose

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

Responsibilities

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

Education

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

Experience

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

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Job Purpose

• Involved in operating system and application maintenance and configuration - with regards to maintenance intervals and upgrades including end of life replacement. Responsible for security and configuration compliance and work with other members of the IT System Administration Team and all relevant stakeholders. Respond to requests from end users, managers, developers, and team members for specific IT system assistance, data, and information. Collaborate with senior personnel in performing risk assessments to determine impact on customer business processes and systems downtime. Implement system changes across large, complex and diverse server environments by using standardized defined methods and procedures as defined by the senior members in the team. Provides efficient and prompt handling of all changes to improve day-to-day operations.

Responsibilities

• Infrastructure Support
• Provide advice and assistance to users to resolve queries and ensure the applications/website capabilities are well understood by the business. Ensure system availability, functionality, integrity and efficiency, and maintain system configuration and documentation. Provide IT support for current and emerging technologies. Manage computer and user accounts, privileges, and system access via Active directory. Install and administer hardware, Windows operating systems, and software applications. Including system fixes, updates, and enhancements. Provide IT support for infrastructure systems including Virtualization, Servers, OS, monitoring and all other relevant systems to ensure that operability requirements are up to date with latest patches and firmware and that the hardware is configured properly.
• Faults Diagnosis and Correction
• Provide fault isolation and resolution to limit and address issues promptly. Perform troubleshooting, analysis of alerts, and repairs on systems. Ownership and execution of incident management and system maintenance.
• Solutions Analysis
• Interpret data and identify possible answers. Involves navigating a wide variety of processes, procedures and precedents.
• Operational Compliance
• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure. Implement security procedures, as directed by security team.
• Information and Business Advice
• Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring to others where necessary for interpretation of policy.
• Testing IT Performance
• Perform routine website/applications software tests and respond to user emails to monitor, diagnose, and correct performance issues. Manage system resources by monitoring of performance, capacity, availability, serviceability, and recovery.
• Applications Software Maintenance
• Monitor and identify software defects and suggest corrections for approval by more senior colleagues to maintain fully functioning applications software.
• Continuous Improvement
• Contribute to reviewing existing operations in own area of work and generate new ideas to assist in identifying continuous improvements.
• Personal Capability Building
• Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Education

• Grade 12/ SAQA Accredited Equivalent (Essential); Relevant industry qualifications such as Microsoft MSCE, Nutanix NPP or relevant virtualization qualification (Essential); Relevant degree in IT (Advantageous)

Experience

• 2 or more years experience in Multiplatform environments with a focus on System support (Essential); Experience in Financial Service Industry (Advantageous).

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Job Purpose

• Facilitate the retaining of policies through company approved retention strategies. Focus on maintaining customer relationships, meeting various KPIs and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Focus on growth of brand and process alternative solutions to meet customer needs.

Responsibilities

• Customer Service
• Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries and investigating and resolving customer problems.
• Customer Needs Clarification
• Set clear objectives for each call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
• Sell Customer Propositions
• Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain alternative solutions to the customer and influence the customer to retain their business.
• Customer Management
• Help manage customers by carrying out standard activities.
• Operational Compliance
• Develop knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorisation when required from a supervisor or manager for any exceptions from mandatory procedure.
• Performance Management
• Prioritise own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance and KPI's.
• Personal Capability Building
• Keep abreast with current changes in internal policies and procedures. Develop capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Education

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

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Job Purpose

• Responsible for resolving escalated technical motor queries, requiring technical knowledge, and supporting the VAPS warranty and service plan products. Assist with reducing preventable claims cost by identifying possible financial risk and support the claims handling philosophy and supply strategy to mitigate such risk. Responsible to deliver all services in accordance with agreed service and functional standards.

Responsibilities

• Operations Management 
• OPERATIONS - PRODUCTION -Carry out operational tasks by implementing and following established processes. May involve adjusting basic settings or parameters to meet performance standards. Make fair, honest, accurate and reasonable cost related decisions through the vehicle claims life cycle. Accurate quantification, identification and validation of vehicle part costing.
• Customer Service 
• CLIENTS - CUSTOMER MANAGEMENT -Carry out a range of customer service activities, including handling customer cases and enquiries that are more complex or outside the norm. Consistently provide service in accordance to the pre-agreed service and functional standards. Provide all-round service at various locations / interaction points: on the road, self-assessment (desktop assessment), digital assessments
• Client & Customer Management (External) 
• CLIENTS - CUSTOMER MANAGEMENT- Help manage clients by carrying out standard activities and providing support to others. Effectively engage with the customers, consistently demonstrating all the TIH behaviours, and deliver service that goes beyond what is expected (more than just the claim). Effectively build, maintain and manage relationships with service providers and customers.
• Stakeholder Engagement 
• STRATEGY AND PLANNING -Build and maintain internal stakeholder relationships. Liaise with various internal stakeholders to assist with the claims costing lifecycle and decision-making process. Contact different motor manufacturers to find the required part(s), confirm pricing and align labour costs, negotiating the lowest price to ensure good quality cost deals to the customer and TIH.
• Continuous Improvement 
• OPERATIONAL EFFICIENCY -Review existing operations in own area of work and implement innovation processes to generate new ideas and ensure continuous improvements are delivered. Conduct workload activities in most efficient and cost-effective manner
• Work Scheduling and Allocation 
• PEOPLE - LEADERSHIP AND SUPERVISION -Organise own work schedule in order to get the job done, coordinating with support services and assigning short-term tasks to others if necessary.
• Personal Capability Building 
• PEOPLE - LEARNING AND DEVELOPMENT -Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Internal knowledge and skills of industry methods and process not relying on partners / industry to advise and dictate. Specialise in specialist vehicle knowledge and apply skills to optimise repair cost

Education

• Grade 12 / SAQA Accredited Equivalent (Essential); VDQ (Vehicle Damage Quantifier) Qualification (Advantageous); Mechanical Engineering / Panel beating N2/ N3 level / (Advantageous)

Experience

• 3 years’ work experience in the following (Essential): Mechanical and electrical experience; Workshop / Motor Industry experience. Advantageous Experience: Assessing experience; Experience in a short-term insurance industry.

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Job Purpose

• Provide support to the Financial Accountants and record and review financial transactions to ensure completeness, accuracy and timely submission of information used to support the business in their financial decision making and ensure statutory compliance.

Responsibilities

• Financial Accounting
• Support others by carrying out financial monitoring tasks. Check cash book batches and reconciliations to ensure that transactions are allocated accurately and submit timeously to the accountants on a weekly basis. Prepare monthly balance sheet and income statement journals, reconciliations and schedules and ensure that all supporting documentation is attached in the month end file for review by the Financial Accountant. Prepare VAT reconciliations for review by the Financial Accountant on a monthly basis.
• Management accounting and financial management
• Deliver standard operational or administrative processes, interpret instructions and make choices (from defined options) to get the job done. Check accounts payable and receivable batches on a daily basis to ensure that transactions are allocated accurately in terms of amounts, VAT, description and account. 
• Control and review the age analysis of the accounts payable on a monthly basis to ensure that it is within the agreed terms and conditions of the suppliers agreements.
• Operational Compliance
• Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work. adhere to mandatory procedures to ensure own work is undertaken to the required standards.
• Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
• Data Collection and Analysis
• Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.
• Customer Management
• Assist with general customer queries and difficult customers. Liaise with auditors, external business partners and internal customers on a daily basis to provide accurate information and respond and resolve enquiries to a satisfactory outcome.
• Data Management
• Record financial transactions on a daily basis into the applicable business systems  to ensure the accuracy and completeness thereof.
• Improvement / Innovation
• Find new and innovative ways to provide a more efficient, responsive and speedy process to enhance the overall effectiveness of financial reporting and customer service.

Education

• Matric/Grade 12/ SAQA Accredited Equivalent (Essential); BCom degree in Accounting or similar - SAICA accredited university (Essential)

Experience

• 2 years experience in a similar role (Essential); Experience within the financial services industry (Advantageous).