Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us
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 ...
Read more about this company
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
- Matric /Grade 12/ SAQA Accredited Equivalent/ FAIS and Regulatory Exam 5 qualification (Essential)
Experience
- 2-3 year telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous).
go to method of application »
Job Purpose
- Obtain information from insured or designated persons for the purpose of validating claims using all resources available.
Responsibilities
Client & Customer Management (External)
- Help manage clients by carrying out standard activities and providing support to others.
Data Collection and Analysis
- Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
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.
Administration
- Produce, update and provide best practice support on MS documents, databases and other departmental systems to support the work of more senior colleagues. Tasks could include purchasing materials, entering budgetary information, time and expense recording and similar.
Correspondence
- Respond to routine requests using form letters or emails and to more unusual requests by editing templates to create customized responses.
Document Management
- Create, organize and maintain files containing the correspondence and records of a senior colleague.
Document Preparation
- Prepare routine letters, memoranda, reports and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software.
Education
- Matric /Grade 12/ SAQA Accredited Equivalent/ FAIS and Regulatory Exam 5 qualification (Essential)
Experience
- 1-3 years Financial Services industry experience (Essential); Commercial/Business Insurance and STI insurance experience (Advantageous).
go to method of application »
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).
go to method of application »
Job Purpose
- To ensure individual contributors are performing against targets, while reviewing their performance and coaching them to do so to assist in achieving the required sales and operational results. Ensure inbound and outbound policy sales, based on contacts and campaigns. Need a solid knowledge of products, their characteristics, and market as well as focus on growth of the brand.
Responsibilities
Operations Management
- Supervise others working within established operational systems.
Customer Management
- Manage relationships with clients and act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.
Customer Needs Clarification
- Ask relevant questions to gather information, to evaluate the customer's level of
- interest, and to identify and respond to areas requiring further information or explanation.
Operational Compliance
- Identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance. Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.
Work Scheduling and Allocation
- Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.
Leadership and Direction
- Explain the local action plan and targets to support team members in their understanding of what needs to be done and how this relates to the broader business plan; motivate people to achieve local business goals and targets.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others in own area of expertise to enable others to improve performance and fulfill personal potential.
Insights and Reporting
- Contribute to the preparation of various ad hoc data and analytics reports.
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.
- Keep up to date with business products and keep abreast of changes in the insurance industry, including competitor products.
Education
- Grade 12/ SAQA Accredited Equivalent (Essential); FAIS Regulatory Qualification (Essential); RE 5 (Essential); Relevant 3 year Business or insurance industry related degree / diploma in management (Advantageous); Class of Business Certification (Essential); STI Qualification (Essential); RE 1 (Advantageous) (Required)
Experience
- 3-5 years experience in call centre sales/customer service environment (Essential); Experience in Financial Services industry (Advantageous). 3 or more years call centre supervision/ General sales management/People Management experience (Essential)
go to method of application »
Job Purpose
- Manage a team's performance outputs within the sales department. Meet the metrics that has been set out by business. Manage the tactical strategy and execution within the inbound and outbound sales unit.
Responsibilities
Leadership and Direction
- Collaborate, create and communicate the tactical plan and actions needed to execute the function's strategy and business plan within the team.
- Ensure there is buy-in from the team and explain the relationship to the broader organization's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.
Customer Service
- Manage a medium-sized sales function, with guidance from senior colleagues. This will include solving complex issues in order to meet customer service standards. Manage within the team, the effective and efficient customer queries and complaints. Review the customer retention's process and metrics. Ensure customer are treated according to the TCF principles; between managers, reps and customers.
Operations Management
- Oversee an operational area and manage a sales function in line with targets, company goals, objectives, policies and procedures.
- Improve customer sales.
- Responsible for aspects of staff resourcing, succession planning, management and development, ensuring the right people are in place to support service delivery, achieving production and performance targets at all times.
- Ensure they operate at optimal gearing requirements.
Performance Management
- Manage, drive and report on performance within the department or area of responsibility.
- Set appropriate KPI's that are aligned to business 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.
Organizational Capability Building
- Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.
Stakeholder Engagement
- Identify and manage stakeholders up to management 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.
Insights and Reporting
- Prepare and coordinate the completion of various day to day reporting and monthly reporting.
- Identifying and interpreting patterns and trends, and translating those insights into actionable recommendations and by implementing solutions.
Improvement / Innovation
- Identify shortcomings in existing business practices, then
- suggest and implement improvements while developing and delivering projects or a work stream within the organization's change management program. Involves working with guidance from senior colleagues.
Operational Compliance
- Monitor and review performance and behaviors within area of responsibility to identify and resolve non-compliance with the organization's policies and relevant regulatory codes and codes of conduct.
- Ensure compliance with all necessary fit and proper requirements.
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.
Customer Relationship Management (CRM) Data
- Ensure that team lead and direct reports maintain up-to-date customer relationship management data, identifying and resolving issues to ensure that the organization has quality data to enable effective customer retention and business development activities.
Budgeting & Costing
- Track budgets and implement tactics when there is a deviation from the budget and ensure operational costs remain within budget, while upholding service delivery standards.
Work Scheduling and Allocation
- Develop short- or medium-term work schedules in order to achieve planned commitments. Approve or liaise with different areas in the business to acquire and use different resources as needed. Ensure adequate work allocation to the correct resource skill in order to achieve client satisfaction.
Education
- Grade 12/ SAQA Accredited Equivalent (Essential) FAIS recognised qualification or Wealth Management Qualification (Essential); RE 5 (Advantageous); Degree/Diploma in Business Management (Advantageous) (Required)
Experience
- 3 or more years experience in a sales call centre environment (Essential); 2 years Long-term Insurance experience (Essential). 3 or more years experience supervising and directing people (Essential)
go to method of application »
Job Purpose
- To lead a team of dedicated, specialist Claims staff in order to obtain the lowest possible claims cost while delivering consistently high levels of service to every customer.
Responsibilities
Operations Management
- Supervise a team/teams within the Contact Centre to drive outcomes needed to be effective and efficient.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs.
- Plan and implement actions to build their capabilities.
- Provide training or coaching to others in own area of expertise to enable others to improve performance and fulfill personal potential.
Customer Relationship Management (CRM) Data
- Enter customer information that has been gathered through research and/or through direct customer contact into the customer relationship management system, to ensure that the organization has quality data to enable effective customer retention and business development activities.
- Ensure that direct reports maintain up-to-date customer relationship management data, identifying and resolving issues.
Customer Service
- Act as first-line supervisor of a team providing operational support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times.
- Ensure effective customer relationships and maintain customer satisfaction at all times.
Leadership and Direction
- Explain the local action plan to support team members in their understanding of what needs to be done and how this relates to the broader business plan and the organization's strategy, mission and vision; motivate people to achieve local business goals.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance.
- Monitor the performance of the team; take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.
Customer Management
- Help manage customer relationships by using relevant systems.
- Insights and Reporting Collect and interpret relevant data and transform the data collected into meaningful and easy to read reports.
Improvement / Innovation
- Identify shortcomings in existing processes, systems and procedures, and use established change management programs to address them.
Operational Compliance
- Identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.
Correspondence
- Respond to requests and escalated requests using telephonic conversation or emails (internal and external stakeholders).
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
- General Education Matric (Required)
Experience
- 3 or more years Financial Services industry experience within a call centre environment (Essential); STI experience (Essential); 2 or more years Claims Experience (Essential);. 1 or more years experience of supervising and directing people and other resources to achieve specific end results (Essential)
go to method of application »
Job Purpose
- To partner with operational heads, to ensure that financial information is reported in line with IFRS standards, company policy and business requirements. Provide commercial and financial oversight in supporting the operational heads, while monitoring performance to approved budgets. Maintain appropriate communication channels between finance and business
Responsibilities
Financial Management & Control
- Work within established systems to deliver prescribed outcomes for a designated area of financial control. Able to monitor and control expenditure. Able to interpret the impact of unusual figures identified by analytical review. Able to prepare budgets and forecasts in cooperation with senior managers.
Data Collection & Analysis
- Anomalies are identified and then investigated together with financial accountants to ensure processing is
- complete and accurate. If the investigation does not yield
- satisfactory results, the management accountant proceeds to investigate the source of data Analyse financial
- data, extracts and define relevant information. Interpret data for the purpose of determining past financial
- performance and forecast preparation by business unit and consolidation into personal lines.
Cost Accounting
- Conduct complex analyses of costs for a significant part of the business to identify variances, suggest efficiencies, and increase profitability. Perform ratio analysis as well as the interpretation of variances eg. surplus ratio, claims ratio, expenses ratio, and other cost accounting metrics.
Budgeting & Costing
- Deliver a budget for an area of the organisation or conduct complex analyses on budget progress in other areas of the organisation. Running staff lists to ensure each business unit / cost centres have the correct allocation. Budget system management. Assist heads with population of templates.
- Liaise between key stakeholders in order to ensure that the budget is accurate and follows logic.
- Provide instruction and answer questions relating to budget procedures. Identifies budget issues, provide alternative solutions, and resolve problems.
- Manage the various budget iterations between heads and exco expectations.
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.
Insights and Reporting
- Prepare and coordinate the completion of various financial reports.
Personal Capability Building
- Keep abreast of laws and regulations that apply to this particular function or field of professional expertise, maintain up to date compliance.
Education
- Bachelor of Commerce, CIMA Qualification (Advantageous)
Experience
- Minimum 2 years’ Financial Management Accounting experience; 2 years’ Financial Services background (Advantageous).
go to method of application »
Job Purpose
- Develop relationships with customers to enable growth within business insurance channel. Meet the metrics that has been set out by business and execute on KPI's within the BI sales unit.
Responsibilities
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; 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 the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
- Negotiate agreement with the customer and internally with commercial colleagues to ensure that customer requirements are met.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
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.
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.
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); Regulatory Examination and relevant short term personal lines and business qualifications (e.g. Business Insurance) (Essential); All relevant FAIS requirements (Essential); Relevant CPD accreditation (Essential) B.Com/Higher Diploma or equivalent business related qualification (Advantageous)
Experience
- 3 - 5 years experience in an Insurance sales or key account management role (Essential); 3- 5 years specialist liability experience in the Insurance industry (Essential).
go to method of application »
Job Purpose
- Design user interface and the visual and user-experience elements of digital products through research, testing and iteration. Translate high-level requirements into interactive designs, and transform them into attractive, intuitive, and functional user interfaces.
Responsibilities
Design and Conceptualization
- Work effectively with cross-functional teams to conceptualize products and services, leveraging data to drive original design ideas and decisions.
Customer Experience Mapping
- Perform and implement techniques such as voice of the customer initiatives, journey mapping, and qualitative touchpoint analysis to identify customer pain points, challenges, and hurdles. Advise on approaches to eliminate negative experiences and enhance customer interactions.
Customer Needs/Experience Research
- Complete research and analyse data to develop and/or support a sound understanding of customer segments, trends, needs, and expectations.
Product and Solution Development
- Define and deliver products and services that meet customer needs by selecting the best possible approaches available within established systems.
Internal Client Relationship Management
- Build effective working relationships within the internal client organisation, delivering high-quality professional services with guidance from senior colleagues.
Improvement / Innovation
- Identify shortcomings in existing processes, systems and procedures, and use established change management programs to address them.
Customer Experiences Implementation
- Support the implementation of differentiating customer experience initiatives, tools, and processes, including customer experience testing.
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.
Education
- Matric / Grade 12/ SAQA Accredited Equivalent (Essential); A relevant design related qualification (degree / diploma / certificate) (Essential)
Experience
- 3 or more years UX/UI design experience (Essential); Experience in the Financial Services industry (Advantageous).
go to method of application »
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
- Matric / Grade 12/ SAQA Accredited Equivalent (Essential); Regulatory exam 5 (Advantageous)
Experience
- 2-3 year telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous).
Method of Application
Use the link(s) below to apply on company website.
Build your CV for free. Download in different templates.
Gmail
Yahoomail