Current Vacancies at Telesure Investment Holdings (TIH)

JOB PURPOSE

• Processing and approving payments and assisting with ad hoc administrative tasks.

RESPONSIBILITIES

Data Collection & Analysis

• Ask questions, collect data from a variety of sources, analyse information and investigate payment. Work Scheduling and operational compliance
• Organise own work schedule in order to get the job done, coordinating with support services and completed work within TAT.
• Administration
• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. Correspondence Respond to routine requests using telephonic conversation or emails (internal and external).

Document Management

• Create, organise and maintain files containing the correspondence and records of invoices.

Requirements

EDUCATION

General Education

• Matric / Grade 12/ SAQA Accredited Equivalent (Essential)

EXPERIENCE

General Experience

• 1 to 3 years administrative experience (Advantageous).

go to method of application »

JOB PURPOSE

• Inbound or outbound policy sales, based on contacts and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose solutions and benefits to the customer. Need a solid knowledge of products, their characteristics, and market as well as focus on growth of the brand.

Requirements

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

• Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision makers and influencers within the customer organization; and 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.

Sell Customer Propositions

• Identify the products or services that best meet the customer's needs, 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.

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. Ensure that business targets are met.

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.

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 organization has quality data to enable effective customer retention and business development activities.

Sales Opportunities Creation

• Identify potential customers by obtaining information, referrals, and recommendations/positive feedback from existing customers. Identify opportunities to recognize and know your customer for staff latitude.

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.

TECHNICAL COMPETENCIES

Direct Sales

• Works with guidance to maximize the volume and value of direct sales

Verbal and written Communication

• Use clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
• Proficient in any of the South African languages, in addition to English.

Computer and System skills

• Support business processes by understanding and effectively using standard office equipment and standard software packages. Proficient in MS Office.; AS 400.; Apollo.; IEX.; Datanet Dialer.

Action Planning and work scheduling

• Works with guidance to develop appropriate plans or perform necessary actions based on recommendations, requirements and achieve performance targets by optimizing work scheduling.

Customer and Market Analysis

• Conduct research and analyzes data with guidance in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Knowledge of competitors.

EDUCATION

General 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)
• Degree and/or diploma in business/marketing (Advantageous)

EXPERIENCE

General Experience

• 1 year sales experience (Essential)
• Experience in Financial Services Industry (Advantageous)

go to method of application »

JOB PURPOSE

• Lead a team of Processing Claims Consultants to ensure the effective validation of already-captured claims. Ensure individual contributors are performing against targets, while reviewing their performance and coaching them to do so in order to assist in achieving the required operational targets.

RESPONSIBILITIES

Leadership and Direction

• Explain the local action plan to support team members in their understanding of what needs to be done and 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; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.

Operations Management

• Supervise others working within established operational systems by ensuring quality decisions are made regarding the outcome of claims.

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.

Data Collection & Analysis

• Collate and analyze claims processing data using pre-set tools, methods and formats. Involves working independently. This may involve identifying trends regarding the customer experience.

Customer Management (Internal)

• Help senior colleagues manage client and customer relationships by using relevant client systems. Document Management Create and ensure compliance with a company wide document management system.

Administration

• Produce, update and provide best practice support on a wide range of MS documents, databases and other departmental systems to support the work of more senior colleagues.

Correspondence

• Respond to escalated requests using telephonic conversation or emails (internal and external).

Requirements

EDUCATION

General Education

• Matric / Grade 12/ SAQA Accredited Equivalent (Essential); Regulatory exam 5 (Essential); Relevant FAIS Qualification (Essential); Bcom Degree or equivalent (Advantageous)

EXPERIENCE

General 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);

Managerial Experience

• 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

• Support the claims handling philosophy and supply strategy by mitigating risk of vehicle spend (quantification, identification, and validation of vehicle). All services are delivered against agreed service and functional standard.

Requirements

RESPONSIBILITIES

Operations Management

• Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards. Make fair, honest, accurate reasonable cost related decisions through the vehicle claim life cycle. Accurate quantification, identification, and validation of vehicles.

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. Consistently provide service in accordance with the pre-agreed service and functional standards. Provide all-round service at various locations / interaction points: drive-in centres, on the road, self-assessment (desktop assessment), digital assessments and “country trips”.

Client & Customer Management (External)

• Help manage clients by carrying out standard activities and providing support to others.
• Effectively engage with the customers, consistently demonstrating all the TSW 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.

Continuous Improvement

• Contribute to reviewing existing operations in own area of work and generate new ideas to assist in identifying continuous improvements. Conduct workload activities in most efficient and cost-effective manner.

Personal Capability Building

• 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.
• Specialize in specialist vehicle knowledge and apply skills to optimize repair cost.

TECHNICAL COMPETENCIES

Compliance

• Provide technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations

Data Collection and analysis

• Provide technical guidance when required on analysing data trends for use in reports to help guide decision making. Quality of photography.; Accurate assessment data collection

Assessment

• Provide technical guidance when required on analysing data from multiple sources to draw appropriate conclusions and make suitable recommendations.
• Estimation knowledge.

Policy and Regulation

• Provide technical guidance when required on interpreting and applying knowledge of laws, regulations, and policies in area of expertise.

Costing and Budgeting

• Provides technical guidance when required on costing, budgeting and finance tasks.

Computer skills

• Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
• Abuntex / Audatex.; AS400.; Excel.; Microsoft Outlook.

Numerical Skills

• Uses an understanding of numerical concepts to perform mathematical operations such as report analysis and provide technical guidance when required.

Verbal Communication

• Use clear and effective verbal communications skills and provide technical guidance when required on expressing ideas, requesting actions, and formulating plans or policies.

Written Communication

• Apply elementary concepts of knowledge / skill to develop activities assigned under supervision

EDUCATION

General Education

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

EXPERIENCE

General Experience

• 2 - 4 years’ work experience in the following (Advantageous)
• Workshop / Motor Industry experience
• Front line / client relationship experience in a panel beating environment.
• Practical panel beating, spray painting, mechanical and electrical experience.
• Assessing experience at a short-term insurer
• Estimating in a panel beating environment

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.

Requirements

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.

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.

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.

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.

BEHAVIORAL COMPETENCIES

Drives Results

• Consistently achieves results, even under tough circumstances. For example, holds self to high standards of performance; sets some challenging goals; wants to achieve meaningful results; pursues initiatives/efforts to successful completion and closure. Focuses on key goals, even during setbacks and obstacles.

Communicates Effectively

• Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.

Interpersonal Savvy

• Relates openly and comfortably with diverse groups of people. For example, takes time to build rapport in meetings; speaks about common interests and priorities; shows tact and sensitivity in difficult interpersonal situations. Maintains productive relationships with a wide variety of people and from a range of backgrounds.

Persuades

• Uses compelling arguments to gain the support and commitment of others. For example, convinces others through a variety of means and methods of persuasion, including well-reasoned rationale. Recognizes when compromise is necessary and shifts approach to accommodate others.

Manages Complexity

• Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, quickly determines the most critical data and focuses analysis there; recognizes even subtle symptoms that indicate problems; probes deeply for root causes; uses systematic problem-solving methods well.

Action Oriented

• Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. For example, identifies what needs to be done and acts quickly. Shows optimism and enthusiasm that affects others positively. Works independently but knows when to ask for help.

Customer Focus

• Builds strong customer relationships and delivers customer-centric solutions. For example, keeps in contact with customers to ensure problems are resolved, or to improve customer service. Studies customer feedback and emerging customer needs and uses these to determine some creative new ideas.

Being Resilient

• Rebounds from setbacks and adversity when facing difficult situations. For example, is calm and professional in difficult situations; continues to work toward objectives. Overcomes obstacles without becoming discouraged; draws lessons from failures. Recovers from setbacks and adversity.

Instills Trust

• Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, consistently adheres to organizational policies and practices, even when they are unpopular or inconvenient. Builds trust by honouring commitments and by being open and honest at work.

Ensures Accountability

• Holds self and others accountable to meet commitments. For example, accepts responsibility for own work, both successes and failures. Handles fair share and does not make excuses for problems. Usually meets commitments to others.

Plans and Aligns

• Plans and prioritizes work to meet commitments aligned with organizational goals. For example, adopts a sequence of activities that allows for optimal efficiency and effective coordination with others. Makes skilful use of resources and support to deliver efficient, high-quality work.

Manages Conflict

• Handles conflict situations effectively, with a minimum of noise. For example, seeks out a variety of opinions and options; maintains an open mind; takes steps to ensure conflict remains constructive; avoids polarized or unilateral decisions; seeks agreement on critical issues.

SKILLS

Direct Sales

• Works with guidance (but not constant supervision) to maximise the volume and value of direct sales.

Verbal and written Communication

• Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies.

Computer Skills

• Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
• Outlook - Basic, AS 400 - Intermediate, Apollo- Intermediate, IEX- Basic

Action Planning and work scheduling

• Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations, requirements and achieve performance targets by optimising work scheduling.

Writing skills

• Uses clear and effective writing skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies.

EDUCATION

General Education

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
• Regulatory Exam 5 (Advantageous)
• Wealth Management Qualifications (Advantageous)

EXPERIENCE

• General Experience 1 years' telephonic sales experience (Advantageous)
• Retails sales and face-to-face sales (Advantageous)
• Experience in Financial Services Industry (Advantageous)