Current Opportunities at Telesure Investment Holdings (TIH)

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); STI Qualification (Advantageous); Regulatory Examination (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).
   

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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 operational results.

Responsibilities
Operations Management 

• Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.

Performance Management

• Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives.

Customer Management (External)

• Help manage clients by carrying out standard activities and providing support to others. Manage customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.

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.

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.

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 in own area of expertise to enable others to improve performance and fulfill personal potential.

Customer Relationship Management (CRM)

• Data Monitor team members' use of the customer relationship management system, identifying and resolving standard issues and escalating these to a senior manager as appropriate.

Insights and Reporting 

• Extract and combine data to generate standard reports. Identify gaps and suggest improvements to achieve targets and goals.

Work Scheduling and Allocation 

• Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.

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. Gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Education

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential); Regulatory Exam 5, dependent on DOFA date (Essential); Full 150 STI credits, dependent on DOFA date (Essential); CPD hours (Essential); Class of Business Certificate (Advantageous); Degree and/or diploma in business/marketing (Advantageous)

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Job Purpose

• Participate in the formulation of the TIH Online Channel strategy (i.e. Web and Mobile). Assist the Plan and Design team with market research and understand customer needs. Perform competitor, sector, industry, and global trend analysis to support the planning, drive the design and execute the online solutions for TIH’s relevant segments (e.g., STI, Life, BI and VAPS).

Responsibilities

Leadership and Direction 

• Communicate the local action plan; explain how this relates to the function's strategy and action plan and the broader organization's mission and vision; motivate people to achieve local business goals.

Building Capability 

• Implement the formal development framework for a team, with guidance from senior colleagues. Provide informal coaching to others throughout the organization in area of expertise.

Data-driven Product and Service Improvement 

• Develop data-driven analyses to surface new opportunities to differentiate and improve products and user experiences, ensuring consistency across digital products, services, and channels. Support customer and market research by performing customer and market research and analysis techniques.

Product/Service Development 

• Manage the development and/or delivery of a significant element of the organization's product/service development program, creating and driving the product/service road map and managing the backlog. Design and build appropriate digital solutions for TIH in line with its key objective of excellent consistent customer experience (sales and service). Design and build features and solutions including but not limited to sales and service-related features across digital channels (sole accountability). Ensure integration and alignment of digital solutions in the context of a multi-channel framework as defined by the agreed brand head.

Horizon Scanning 

• As subject matter expert on the team keeps up to date with the latest developments in the digital space in respect of digital insurance and other related technologies and the application to business objectives and customer needs as well as delivery thereof. Stay abreast of global financial institution’s strategies and best practices in relation to digital insurance. Understand competitor strategies and their positioning in respect of digital channel solutions. Stay abreast with user experience practices, accepted user experience design standards and methods to ensure solutions are customer-led (based on customer needs and not just technology driven).

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.

Project and Program Stakeholder Engagement 

• Together with the User Experience (UX) team, design solutions that are customer centric (e.g., meets the needs of digital customers at all times). Stay abreast with continuous delivery and agile practices; working in cross functional/multidisciplinary teams.

Business Case Contribution 

• Lead development of business cases to quantify current costs, justify project investment, and identify the return on investment.

Technical Developments Recommendation 

• Discuss and recommend technical developments to improve quality of the website/portal/applications software and supporting infrastructure to better meet users' needs. Together with IT: Ensure the best possible use of technology to lower the cost of service whilst providing scalability and access via other channels. Assist the channel plan and design team in managing the delivery of supporting processes to take the capabilities to market.

Project and Program Realization of Business Benefits

• Develop and manage the delivery of a plan to evaluate and track business benefits and to identify actions needed to maximize these. Achievement of projected quality objectives for business benefits; Quality standards including adoption rate of features upon delivery, Achievement of projected targets on different business case projections, Realization of intended customer experience benefits based on UX dashboard and metrics, Realization of projected sales and cross sell targets, Realization of intended cost reduction targets, Realization of migration targets to digital channels. Achievement of time related objectives including adherence to delivery commitments and critical milestones achievement such as: Scheduled showcases to business, Kick-off of iterations, Working features every two weeks, Discovery and inception timelines, Delivery of programme and projects on agreed timelines, Customer interviews and research done in time.

Education

• BCom Business or BSC Information Technology/Systems degree or similar (Essential); Product Owner certification (Advantageous); MBA (Advantageous); Hons (Advantageous)  (Required)

Experience

• 6 to 10 years experience to deal with the majority of situations and to advise others (Essential); Product development experience (Essential); Experience in a similar role within the Financial Services Industry (Advantageous).  Managerial Experience: 3 to 6 years experience planning and managing resources to deliver predetermined objectives as specified by more senior managers (Essential).

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Job Purpose

• Provide advisory governance and monitoring services which support and deliver ongoing  compliance solutions in accordance with all applicable legislation and in line with the strategy of the statutory compliance function. Provide leadership and guidance to the compliance team and the organisation as a whole.

Responsibilities

Regulatory & Compliance Management

• Help design and implement a compliance program, liaising with the regulator to ensure the program adheres to regulatory and compliance standards.
• Assist with the development and implementation of the compliance risk management and monitoring plan.
• Plan ongoing compliance activities and output.

Regulatory Affairs

• Take responsibility for providing specific elements of the regulatory affairs service with guidance from senior colleagues.
• Implement initiatives that promote a compliance culture.
• Ensures timely regulatory reporting, managing the relationship with the Regulator with the support of senior management.

Compliance Monitoring

• Plan and manage the delivery of compliance advisory and monitoring in multiple disciplines, ensuring identification of risks and that it addresses the identified risk areas. Monitor the closeout of findings to ensure that agreed corrective actions are implemented and that risks are managed effectively; refer major issues or inadequate responses through the management line.
• Identify any compliance risks and take immediate remedial action.
• Drive and participate in compliance activities in line with the compliance risk management and monitoring plan.

Insights and Reporting

• Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations.
• Ensuring Group compliance with relevant legislation through ongoing analysis and reporting.
• Report on the compliance status of the Group internally to the General Manager, Executive Heads, Group Chiefs and key individuals on a monthly, quarterly and annual basis.
• Drive utilization of the various compliance systems to enhance reporting.

Information and Business Advice

• Provide specialist guidance on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
• Provide compliance advice and solutions to business and compliance monitoring officers proactively and on request.
• Involvement in various organisational projects such as new product development, new business partnerships, new compliance developments and business forums.

Compliance Management System

• Contribute to the identification and evaluation of current policies and business processes that are in the scope of the Compliance Management System; contribute to the design of the CMS; provide specialist compliance management input to the drafting of new policies and procedures, and design of business processes; contribute to the quantification of the costs and business benefits of change.
• Manage and maintain an effective compliance system.
• Drive delivery of compliance automation.

Stakeholder Engagement

• Contribute to stakeholder engagement through identifying stakeholders, finding out their needs/issues/concern and reacting to these by arranging meetings and events and drafting supporting materials to promote understanding and commitment.
• Build relationships with various internal and external stakeholders.
• Keep all stakeholders informed of regulatory requirements, changes and deadlines.

Policy Development & Implementation

• Help develop policies and procedures for an area of the organization or the group as a whole, and monitor their implementation.
• Drive an awareness of these policies and procedures and ensure training is undertaken throughout the organisation on an ongoing basis.

Contract Requirements

• Ensure contracts meet all compliance requirements and where required, notifications have been actioned.
• Identify trends, summarize findings, and give feedback on existing contract requirements, and provide input to ensure compliance  in contract processes.

Leadership and Direction

• Communicate the local action plan; explain how this relates to the function's strategy and action plan and the broader organization's mission and vision; motivate people to achieve local business goals.

Improvement / Innovation

• Identify shortcomings and suggest improvements to existing processes, systems and procedures, then delivers a plan for a small element of a change management program with guidance from a project/program manager.

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 including new compliance developments, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Education

• Grade 12/ SAQA Accredited Equivalent (Essential); BProc/LLB Degree or other equivalent degree (Essential); Registration as Compliance Officer with the FSCA (Essential); Registration with the Compliance Institute (Advantageous); Diploma in Compliance Management (Advantageous); Admitted Advocate/Attorney (Advantageous)  (Required)

Experience

• 5 or more years’ relevant experience in the Insurance and
• Financial Industry (Essential); Knowledge of monitoring and
• compliance processes (Essential). 1 - 3 years experience in supervising and directing  people and other resources to achieve specific end results within limited time-frames  (Essential)