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  • Posted: Dec 24, 2024
    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 ...
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    Project Manager

    Job Purpose

    • Assist with the successful end to end planning, execution and delivery of projects, to the required business objectives within the constraints of time, cost and quality.

    Responsibilities

    • Project, Program and Portfolio Management
    • Plan and manage the delivery of projects within an area of professional expertise, using an appropriate project management methodology to give assurance that intended outcomes are achieved. Ensure projects are realistically planned, organized and resourced, to deliver against requirement / project plan.
    • Project and Program Deliverables
    • Plan and lead the delivery of a range of information gathering, analysis, and stakeholder consultation activities and specify, negotiate, and agree on project deliverables. Remain deliverable focused with each unique project delivering a product service result. Make decisions regarding the project, in context of the project boundaries, within the overall envelope of approved time, cost and scope and is accountable for the results of the project. Ensure a clear understanding of the project goals and stakeholder expectations. Effectively negotiate and define scope of work with all stakeholders thereby ensuring effective delivery.
    • Project and Program Stakeholder Engagement
    • Plan and deliver stakeholder engagement activities to develop effective project working relationships and to ensure that stakeholder needs and concerns are identified and met. Ensure effective communication to business owners, internal customers and other relevant stakeholders, to keep them informed, facilitate decision making, take corrective action and set direction. Build working relationships with all relevant stakeholders, delivery partners and 3rd parties. Ensure the effective facilitation of all stakeholders’ input.
    • Project and Program Risks and Issues Management
    • Identify and evaluate risks, issues, dependencies, and constraints associated with the project, escalating where appropriate. Where necessary, develop, agree on, and implement solutions to overcome these. Control project delivery through effective management and communication of risks, issues, expectations, scope change and decisions required.
    • 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 utilization. Motivate resources to achieve a unified approach.
    • Project and Program Reporting and Reviews
    • Draft project review reports and presentations, including key information, commentary, and recommendations to support the review process and enable stakeholders to evaluate progress and agree on change. Track and report on the financial business benefit reports.
    • Project and Program Governance
    • Ensure compliance of projects to EPO project governance framework and methodology. Ensure effective and efficient project administration including project documentation, schedule planning and maintenance.
    • 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 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 understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential); Certification or Accreditation in a Recognised Project Methodology (Agile, Prince2/PMBOK) (Essential); 3 year Degree or Diploma in Project management (Advantageous)  (Required)

    Experience

    • 3 or more years’ experience in the discipline of Project Management (Essential); Experience in Financial Services Industry (Advantageous).

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    Financial Advisor

    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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    Third Party Liabilities Consultant - Uninsured

    Job Purpose

    • The Third Party Liabilities Consultant is required to administer third party claims against clients, and thoroughly investigate quantum and merits.

    Responsibilities

    • Data Collection & Analysis
    • Collate and analyse data using pre-set tools, methods and formats to investigate claims. Involves working independently. Ensure all data is captured and assessed fully and accurately.
    • Administration
    • Produce, update and provide best practice support to customers on the claims administration process and other departmental systems, in line with claims policy, rules and SOP's. Ensure cost saving for business through effective apportionment of third party claim.
    • Customer Service
    • Carry out a range of customer service activities, including handling customer cases and enquiries that are more complex or outside the norm. Ensure regular feedback is given to clients (third party).
    • Work Scheduling
    • Organise own work schedule in order to get the job done, coordinating with support services and completed work within SOP.
    • Correspondence
    • Prepare tailored correspondence to third party claimants and stakeholders. Maintain and improve client relationships. Build effective working relationships with third parties (incl. insurance companies) and Attorneys. Build and maintain effective working relationships within TIH (Claims, Assessing, Policy Services and Legal Department).
    • Document Management
    • Create, organise and maintain files containing the correspondence relating to policies and matters.
    • Document Preparation
    • Prepare and manage claim documentation for customers.
    • Personal Capability Building
    • Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Ensure up-to-date knowledge of company products, systems and procedures.
    • Operational Compliance
    • Develop knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorisation from a supervisor or manager for any exceptions from mandatory procedure. Ensure fast, efficient and fair settlement procedures are followed. Assure all work meets technical / operations standards for quality.

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential); STI Qualification (Advantageous); LLB/Legal Certificate (Advantageous)

    Experience

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

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    Recoveries Consultant Insured

    Job Purpose

    • To recover damages from the insured third parties following losses suffered by the customers and negotiate the reduction of claims cost and retention of the customers.

    Responsibilities

    • Settlement Negotiation
    • Utilising your expertise to successfully negotiate the appropriate settlement with third party insurers/representatives in accordance with the relevant law and standard operating procedures and make relevant recommendations to senior colleague(s).
    • Payment Management
    • Effectively manage payments from third party insurers/representatives.
    • Investigation and Analysis
    • Identify, gather relevant information, analyse and Investigate the merits of the claims in accordance with standard operating procedures and regulatory laws.
    • Determine and decide the feasibility of the on-going recovery process, after assessment of various factors, in order to reduce all costs related to the recovery.
    • Customer Management
    • Manage short term insurance customer (policy holder) relationships and expectations by using relevant operating system(s). Review, verify and update the customer claims in accordance with standard operating procedures. Ensure that upon successful recovery that customer excesses are refunded timeously and in accordance with standard operating procedures.
    • Document Preparation
    • Prepare an appropriate letter of demand to the third party insurers/representatives in accordance with the standard operating procedure. Produce accurate evidentiary reports for submission to third parties.
    • Correspondence
    • Respond to routine requests using form letters or emails and to more unusual requests by editing templates to create customised responses.
    • Continuous Development
    • Ensure up-to-date knowledge of company products, systems and procedures.  Develop and maintain an understanding of relevant external regulation, and industry best practices through ongoing education.
    • Governance
    • Understand and manage SLA timeframes and legislative prescriptive timeframes with the third party insurers/ representatives and act timeously to resolve problems.
    • Work Scheduling and Allocation
    • Organise own work schedule in order to get the job done, coordinating with support services and assigning short-term tasks to others if necessary.

    Education

    • School Grade 12  (Required)

    Experience

    • 2-3 years' legal recoveries experience (Essential); Experience in the short term insurance environment (Advantageous).

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    Senior Manager: Talent Acquisition

    Job Purpose

    • Lead analysis of business needs and labor market developments; oversee development and execution of recruitment and talent acquisition policies and practices.

    Responsibilities

    • Functional Strategy Formation
    • Lead the development and implementation of strategy for an important area of responsibility within a function, anticipating complex issues, challenges, and opportunities, and ensuring integration with wider functional strategy.
    • Recruitment
    • Hold overall responsibility for the design, development, and implementation of the organisation's recruiting strategy. Implement strategies to promote company's reputation as "best place to work.
    • Candidate Pipeline
    • Develop and maintain a national senior executive candidate pipeline through personal networking, research, and a variety of talent attraction and engagement methods, processes, and tools. Identify the capabilities needed to meet the current and emerging business needs of a significant business area. Identify gaps and source suitable candidates to fulfill business requirements.
    • Policy Development & Implementation
    • Develop functional or operational policies and help develop policy frameworks for area of responsibility or department. Take responsibility for creating underlying procedures and monitoring their implementation.
    • Future Talent Recruitment
    • Lead the creation of multichannel future talent recruitment campaigns to attract large numbers of high-quality candidates; clarify the campaign's objectives; propose and obtain agreement on a financial budget; identify and appoint the campaign team.
    • Information and Business Advice
    • Provide authoritative specialist advice to the leadership team of a nationally based organisation or subsidiary to guide the implementation of policy and the design and implementation of projects and change initiatives.
    • Individual Candidate Assessment
    • Assess candidates for executive roles using a range of interview, assessment center, and psychometric-based test methods; interpret assessment data and provide insightful feedback into the resourcing process.
    • Internal and External Stakeholder Engagement
    • Identify and manage stakeholders up to C-suite level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions. Build effective relationships with external partners and suppliers.
    • Leadership and Direction
    • Communicate the function's strategy and its relationship to the organisation's mission, vision and values; clarify the actions needed to implement it within the area of responsibility; motivate people to commit to these and to doing extraordinary things to achieve the organisation's business goals.
    • Performance Management
    • Manage and report on the performance of the function / business area; set appropriate performance objectives for direct reports and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
    • Budgeting and Costing
    • Manage budget plans for a department. Could involve development and delivery.

    Education

    • HR / equivalent qualification/Degree (Essential); Post Graduate qualification in related field (Advantageous)

    Experience

    • 8-10 years substantial similar work experience together with comprehensive job related experience in own area of expertise to fully competent level (Essential); Proven track record of managing and implementing change within an organisation (Essential); Experience in Insurance or other Financial Services environment (Advantageous); 3-5 years Senior Leadership experience (Essential)
       

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