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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Job Purpose
- As a Business Partner at TIH Advisory, you will play a crucial role in giving businesses and individuals peace of mind, through comprehensive insurance solutions. We are seeking motivated professionals with a proven track record in commercial insurance advisory services.
Responsibilities
- Conduct thorough needs analysis and advising clients on suitable insurance solutions.
- Develop and implement customized insurance solutions strategies to meet clients' commercial and personal insurance needs.
- Provide ongoing support and guidance to clients, reviewing their portfolio 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 organization.
Education
- RE 5 (Essential); Bachelor's degree in Finance, Business Administration, or related field (for recent graduates); Preferred; Short-Term Insurance certificate (preferred)
Experience
- Minimum 2 years of experience in financial advisory services (Commercial & Non-life preferred); 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
- 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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Job Purpose
- To support the business requirements for the provision of system testing services. To support Business-related and IT test activities, in terms of communications to and from the business test representatives and ensuring through the Test Manager that key test issues are managed or escalated as necessary.
Responsibilities
Quality Testing
- Perform a specified range of tests to verify that specifications are met and to reject nonconforming material or articles.
- To take responsibility for identifying potential risks, issue management and quality assurance during project life cycle.
- Carry out a range of quality management activities under the guidance of senior colleagues.
Quality Testing Design
- Carry out a range of activities to generate evidence in support of the validation of existing and new quality assurance test methods and procedures.
- Execute test scenarios and scripts in a structured way, prioritised to reflect business or technical priorities and are approved by appropriate stakeholders. Scope is to cover test cycle contents and regression packs.
Testing IT Performance
- Perform routine website/applications software tests.
- To ensure that test scenarios and scripts are executed in a structured way, prioritised to reflect business or technical priorities and are approved by appropriate stakeholders.
- To co-ordinate re-testing of defects and issues either through ‘at desk’ re-tests by business test representatives or via walkthroughs with third-party providers.
Data Management
- Manage test data and ensure data is available and ready for use.
- Ensure data is protected, in line with the POPI act.
Project and Program Stakeholder Engagement
- Daily execution meetings with project stakeholders to review daily status and confirm next steps / actions or JAD Sessions.
Operational Compliance
- 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.
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.
Education
- Matric / Grade 12/ SAQA Accredited (Essential); Relevant accredited testing certification (Advantageous); Relevant IT degree / diploma (Advantageous)
Experience
- 1 - 2 years experience in a Software Tester role (Essential); Experience in Agile and DevOps (Advantageous); Exposure to various Automation Tools (Advantageous); Financial Services experience (Advantageous).
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Job Purpose
- Develop, create, and modify general computer applications software or specialised utility programs. Analyse user needs and develop software solutions. Design software or customise software for client use with the aim of optimizing operational efficiency. May analyse and design databases within an application area, working individually or coordinating database development as part of a team. May supervise computer programmers.
Responsibilities
Application Software Development
- Develop the most complex existing and new applications by analysing and identifying areas for modification and improvement. Develop new applications to meet customer requirements.
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.
Applications Software Maintenance
- Monitor, identify, and correct more complex software defects to maintain fully functioning applications software.
Testing IT Performance
- Perform website/applications software tests and respond to call log process to monitor, diagnose, and correct performance issues.
Information Security
- Implement and provide input on the design of required security measures such as data leaks, message encryption, monitoring performance to notify security experts of any problems.
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. Continue to learn new languages/technologies.
Organisational Capability Building
- Provide coaching to team members to develop their skills.
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.
Application Software Roadmap
- Contribute to and maintain road map to facilitate application software development and ensure the development work is prioritised in line with business requirements.
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.
Education
- Grade 12/ SAQA Accredited Equivalent (Essential); A recognised software development certification/degree/diploma (Essential)
Experience
- 4 or more years experience using relevant programming languages or technologies (Essential)
- Previous experience in a financial services environment (Advantageous).
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Job Purpose
- The System Analyst 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 Conceptualisation
- 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.
Education
- Matric/SAQA Equivalent (Essential); Relevant ITIL certification and / or accreditation (Essential)
Experience
- 1-3 years’ experience in IT Service Management, managing and operating the function (Essential)
- Experience with UML designs and/or IBMI/SQL (Advantageous).
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Job Purpose
- Inbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Needs a solid knowledge of products, their characteristics, and market as well as focus on growth of the brand.
Responsibilities
Customer Relationships Development
- Make calls by telephone to allocated customers to develop new relationships or as a first point of contact.
Customer Needs Clarification
- Interview the customer, following a complex multi-level sales script, to clarify the customer's requirements. Or assist in conducting interviews with potential customers to collect client requirements making detailed notes.
- Set clear objectives for each sales 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, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Use personal expertise to propose quantities within standard operating systems, policies and procedures. Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs.
Operational Compliance
- Develop working knowledge of the organisation'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.
Customer Relationship Management (CRM) Data
- Schedule call back and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organisation has quality data to enable effective customer retention and business development activities.
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 to meet SLA.
Personal Capability Building
- Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Education
- Grade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business – product knowledge (Essential)
Experience
- 2-3 year telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous).
Method of Application
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