Imagine a world where people live healthier, more enhanced and protected lives… A world in which each organisation is a powerful influencer and responsible corporate citizen, committed to being a force for social good. As a leading innovator in healthcare, wellness, insurance, investments, financial and life planning, Discovery works ceaselessly to...
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Key Purpose
- Build lasting relationships to retain a portfolio of high-net-worth clients by providing expert advice regularly in the structuring of a client’s portfolio to unlock long term value, while attracting new clients to meet future growth targets.
Areas of responsibility may include but not limited to
- Building long-term relationships with clients through consistent communication and interaction.
- Possessing a deep knowledge of Discovery Banks products and services offered to best represent the organization in client meetings.
- Sharing valuable and easy-to-understand information about products and services with their clients.
- Promote and maintain a positive corporate image as a Purple Relationship Banker
- Attend virtual or face-to-face meetings with clients.
- Responsible for maintaining and nurturing existing clients by analysing client portfolios and offering guidance to maximise the use of Discovery Bank products.
- Identifying new opportunities for cross-selling across the Discovery Group by means of referrals and upselling/upgrading existing clients within Discovery Bank.
- Excellent communication skills, foster loyalty, and advocacy among their clients by providing exceptional service, delivering on promises, and exceeding expectations.
- Important to liaise with other Relationship Bankers in the team, to share best practices, insights, and feedback.
- Proactively identifying potential clients and assistance with onboarding to increase the Purple client base.
- Queries or investigations are responded with the ‘today’s work today’ principle.
- The ability to be flexible and agile when dealing with ad-hoc tasks given by Management.
- Proactive and critical thinking to anticipate and solve problems posed by Purple clients.
Personal Attributes and Skills
Work Ethic
- Commitment to hard work and dedication to one's role.
Problem Solver
- Come up with innovative solutions that will benefit the client and organisation.
- Looks beyond the obvious.
- Finds sustainable solutions.
Communication
- Excellent interpersonal skills and the ability to communicate clearly, effectively and build strong relationships with others.
Values Driven
- Committed to integrity and ethics in business.
- Behaves consistently with Discovery Values.
Team Player
- Ready, willing, and able to support the team.
Education and Experience
- Matric.
- Degree in Finance, Economics or Accounting.
- FAIS accredited (RE5).
- 3 to 6 years’ experience in a Private Banker role managing a portfolio of clients.
- Experience with face-to-face meetings with clients is essential.
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The Opportunity
- We are looking for an exceptional data science manager/specialist who enjoys solving ambiguous, high-impact problems and turning ideas into real-world solutions. This role is suited to someone who combines strong technical depth with business curiosity and the ability to independently drive meaningful projects from concept to implementation.
You will have the opportunity to:
- Build machine learning, causal inference, optimisation, and AI solutions that directly influence business and make people healthier.
- Design and measure experiments to understand the behavioural science behind what works, for whom, and why.
- Develop personalisation and decision systems using clinical, behavioural, operational, and digital data.
- Explore emerging AI capabilities and translate them into practical business applications.
- Work closely with senior stakeholders, product teams, engineers, researchers, and international partners.
- Help shape the future direction of Discovery's data science capabilities.
What We’re Looking For
Required
- Strong Python and SQL skills.
- Solid grounding in statistics, machine learning, experimentation, and model evaluation.
- Experience delivering data science solutions to solve real business problems.
- Ability to take ownership of complex analytical work with limited direction.
- Strong communication skills and the ability to explain technical concepts to non-technical audiences.
- A bias toward action, learning, and execution.
Advantageous
- Experience with causal inference, optimisation, or personalisation.
- Experience with cloud-based data science workflows (preferably GCP).
- Experience in healthcare, insurance, behavioural science, or large-scale consumer products.
Education and Experience
- Honours, Master's, or PhD in a quantitative field such as Data Science, Statistics, Mathematics, Computer Science, Actuarial Science, Operations Research, Physics, Engineering, or similar.
- 3+ years of relevant data science experience.
- Evidence of exceptional analytical ability through industry experience, research, competitions, publications, or other notable achievements.
Personal Attributes
We are particularly interested in people who are:
- Exceptionally curious.
- Intellectually honest and evidence-driven.
- Enthusiastic about helping people live healthier lives.
- Comfortable with ambiguity.
- Motivated by difficult problems and meaningful impact.
- Collaborative, humble, and low ego.
- Passionate about continuous learning and improvement.
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Key Purpose
- The purpose of this role is to support the delivery of data science, machine learning, causal inference, and AI solutions that improve member engagement, health outcomes, operational performance, and business decision-making.
- You will work on analytical, modelling, and AI initiatives under the guidance of experienced data scientists, taking increasing ownership of defined workstreams as your skills and experience develop. This role is suited to someone early in their data science career who is eager to build strong foundations in statistical thinking, machine learning, causal inference, experimentation, and AI-enabled decision systems.
You will be part of a team that:
- Develops predictive, causal, and personalised models that improve member and business outcomes.
- Designs experiments and measurement frameworks to determine what works, for whom, and why.
- Apply machine learning, optimisation, and AI to healthcare and operational challenges.
- Builds AI-enabled decision systems within a culture of measurement, governance, and continuous improvement.
Areas of responsibility may include but are not limited to:
Data Analysis, Modelling and Causal Inference
- Support data analysis, feature engineering, model development, and evaluation.
- Build and refine statistical, machine learning, and causal models.
- Contribute to experimentation, impact measurement, and evaluation frameworks.
- Maintain reproducible analytical pipelines and documentation.
Experimentation and Personalisation
- Support test-and-learn initiatives from design through interpretation.
- Identify personalisation opportunities using behavioural, clinical, digital, and operational data.
- Develop models that improve targeting, prioritisation, and intervention effectiveness.
Agentic AI and AI-Enabled Workflows
- Support the development, evaluation and deployment of AI-enabled workflows that combine language models, structured data, information retrieval, and business rules.
- Assess AI solutions for reliability, safety, and business value.
- Document assumptions, limitations, risks, and failure modes.
Delivery and Communication
- Deliver well-scoped analytical, modelling, and AI-related workstreams.
- Collaborate with stakeholders to translate business problems into analytical approaches.
- Communicate findings, recommendations, and limitations clearly.
Technical Skills
Required
- Proficiency in Python for data analysis, statistical modelling, and machine learning.
- Experience working with SQL, relational databases, and structured data.
- Strong foundations in statistics, machine learning, experimental design, and model evaluation.
- Ability to write clear, reproducible, and well-documented analytical code.
Advantageous
- Exposure to causal inference, cloud platforms (preferably GCP), Git, or production data science workflows.
- Exposure to generative AI, large language models, retrieval-augmented generation, or agentic AI.
- Experience applying data science in healthcare, insurance, behavioural science, or personalisation contexts.
Education and Experience
- Bachelor's or Honours degree in quantitative disciplines such as Computer Science, Data Science, Statistics, Mathematics, Actuarial Science, Operations Research, Industrial Engineering, or Applied Mathematics.
- Demonstrated aptitude for quantitative problem-solving through academic achievement, research, projects, competitions, internships, or work experience.
- Postgraduate study, research experience, or data science competition participation would be advantageous.
- Equivalent qualifications or alternative pathways will be considered where supported by strong analytical and technical capability.
- Prior industry experience is advantageous but not required.
Personal Attributes and Skills
- Curious and motivated to use data, statistics, and AI to solve meaningful healthcare and business challenges.
- Analytical, hypothesis-driven, and evidence-based.
- Strong problem-solving and communication skills.
- Comfortable with ambiguity, continuous learning, and iterative improvement.
- Able to balance multiple priorities while maintaining a broader business perspective.
- Collaborative, accountable, and proactive.
- Aligned with Discovery's values and core purpose.
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Job Purpose
- The primary purpose of a Retentions Consultant is to proactively engage with members who are at risk of cancelling their products or services, with the goal of understanding their concerns, resolving issues, and offering suitable solutions to retain their business and demonstrate the value of Vitality. This role is vital in preserving customer loyalty, minimizing churn, and ensuring long-term revenue sustainability by delivering exceptional service, building trust, and reinforcing the value of the product or service offering.
Areas of responsibility may include- but is not limited to
- Inbound / outbound telephonic Conservation to existing Discovery Vitality clients, who have requested the cancellation of their policy with the goal of convincing them to stay
- Ensure all conservation targets are met
- Proactively determine the client’s needs and can resell products to members
- Proactively evaluate interactions with clients always providing dazzling service to internal and external clients
- Ensuring that all of the client’s concerns are addressed and resolved by the relevant areas
- Keep accurate statistics on all calls, contacts and clients spoken to and report findings to management
- Ensure that all administrate changes are done timeously, followed through, and monitored
Personal Attributes and Skills
- Upholds ethics and values
- Demonstrates integrity
- Gains clear agreement and commitment from others by persuading, convincing and negotiating
- Easily establishes good relationships with customers and staff and relates well to people at all levels
- Writes clearly and correctly
- Works hard and puts in longer hours when necessary
- Has sale abilities and persuasiveness
- Friendly, sincere, confident, and positive
- Be able to work well within a team
- Be self-managed
- Have excellent administrative skills and be extremely organized
- Have the ability to deal well with change
- Ability to maintain confidentiality
- Have excellent written and verbal skills
- Be self-motivated and pro-active
- Be able to prioritize, work well under pressure and manage deadlines
- Be professional at all times
- Display resilience
- Be service orientated and member centric
- Results driven
Education and Experience
- Matric
- 6 -12 months Call Centre experience
- At least 6 months sales or collections experience
- Relationship management
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Key Purpose
- The Senior Business Analyst is responsible for leading the analysis, design, and delivery of client-facing communications and reporting solutions within the investment environment. This includes investment statements, transaction communications, welcome packs, and tax-related outputs.
- The role combines strong business analysis capability with deep technical and data understanding to ensure all correspondence and reports are accurate, compliant, and aligned to client experience standards. The incumbent acts as a subject matter expert across correspondence and reporting, with a strong focus on data mapping, tax reporting, and end-to-end quality assurance.
Responsibilities
Business Analysis & Solution Design
- Lead requirements elicitation through stakeholder engagement and workshops
- Analyse business needs and translate them into detailed functional and technical specifications.
- Design data-driven solutions, ensuring accurate mapping of financial and investment data
- Challenge and refine requirements to improve clarity, efficiency, and client outcomes
Correspondence & Reporting Delivery
- Define and design client communications including:
- Welcome packs
- Investment statements
- Tax certificates
- Transaction confirmations and other client communications
- Ensure outputs are accurate, client-friendly, and aligned with regulatory requirements
Data Analysis & Mapping
- Perform detailed data analysis to support reporting and correspondence outputs
- Define and document data mappings, transformations, and business rules
- Validate underlying data against system outputs to ensure accuracy
- Use SQL and data tools to interrogate and verify data.
Specification & Documentation
- Produce high-quality specifications including:
- Business rules
- Data mappings
- Calculation logic
- Process flows
- Ensure documentation is clear, complete, and aligned to development and testing needs
- Maintain traceability and version control across artefacts
Testing & Quality Assurance
- Define and execute testing strategies (UT, regression)
- Validate outputs for:
- Data accuracy
- Investment values
- Transaction data
- Tax calculations and reporting
- Investigate defects, perform root cause analysis, and drive resolution
- Ensure production stability post-release
Stakeholder Management & Collaboration
- Act as liaison between business, IT, product, and reporting teams
- Facilitate workshops and drive alignment on solutions
- Communicate progress, risks, and decisions effectively
- Influence stakeholders and support prioritization and estimation
Continuous Improvement
- Identify and implement process improvements to enhance efficiency and quality
- Drive automation and optimisation opportunities in reporting and correspondence
- Contribute to modernisation initiatives of correspondence platforms
Leadership & Ownership
- Take end-to-end ownership of correspondence and reporting deliverables across multiple initiatives
- Act as SME for client communications and investment reporting
- Mentor and guide junior analysts and support team capability uplift
- Drive best practices, standards, and governance across analysis, documentation, and testing
Education and Experience
Educational Background:
- Bachelor’s degree in computer science, Information Technology, Information Systems, or a related field.
- Professional certification in Business Analysis (e.g., CBAP, PMI-PBA) is highly advantageous.
Professional Experience:
- 6–8+ years’ experience in Business Analysis within financial services
- Strong experience in:
- Investment reporting / client communications
- Requirements elicitation and specification writing
- Testing (UT / Regression) and defect management
- Proven ability to lead initiatives and mentor team members
Preferred skills
Technical Skills
- Advanced data analysis and SQL capability
- Strong understanding of:
- Data mapping and transformation logic
- System analysis and design
- SDLC and Agile methodologies
- Experience with tools such as JIRA, Confluence, Visio
- Exposure to correspondence/document generation tools (advantageous)
Domain Knowledge
- Strong knowledge of:
- Investment products and platforms
- Client reporting and statements
- Tax reporting
- Tax reconciliations and certificates
- Regulatory requirements impacting communications
Competencies & Skills
- Strong analytical and conceptual thinking
- Excellent attention to detail and accuracy
- Advanced stakeholder management and influencing skills
- Strong communication and facilitation capability
- Problem-solving and decision-making ability
- High ownership and accountability
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Job Description
- Identifying sales opportunities
- Answering inbound calls timeously and making required outbound calls
- Co-ordination of own administration
- Identifying sales opportunities
Key purpose
- This position is based in the Discovery Connect Sales call centre, and reports to the sales team leader. The successful individual will be required to conduct Discovery Life telesales.
Key Outputs
The successful individual will be required to perform on, but not limited to the following key outputs:
- Achieve Life Sales target
- Communication to members telephonically via fax and email
- Attending to general administration
- Conduct Financial Needs Analysis
- Achieve quality target
- Overcome objections
- Adhering to service level agreements
Personal attributes and skills
The successful individual will be required to demonstrate the following competencies:
- Target Driven
- Team Player
- Goal orientated
- Self motivated
- Ability to perform under pressure
- Adapt to change
- Persuasiveness
- Resilience/Tenacity
- Sound Time Management
- Self managed
- Attention to detail
- Ability to learn quickly and apply knowledge
- Speak fluently (accent neutral) English/Afrikaans
Qualification & Experience
- Matric
- At least 1year sales experience, preferably in an outbound telesales environment
- Minimum 1 year Life product knowledge, Discovery Life Knowledge is an advantage
- PC literacy, email, word, excel
- Tertiary qualification an advantage
- NQF5 and RE5 qualification
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Key Purpose of the role
- To manage New Business quotes and queries, within timelines and to support the profitability of the book. To support the benefit enhancements on the existing book and to provide endorsements for new business that is onboarding.
Areas of responsibility may include but not limited to
The successful applicant will be responsible for but not limited to the following job functions:
- Risk Assessment & analysis for quotes with <=400 members with an API of less R2 million.
- Processing of Employee benefit quotes - Group Risk & Retirement
- Support the New Business sales team
- Support the Servicing consultants with retaining Existing Business
- Support the renewal team with analysis and quotes
- Processing and issuing quotes within SLA
- Ensure appropriate data is received and that discrepancies are identified and explored.
- Complete in-depth analysis of risk rates and free cover limits for decision making
- Quality Processing and analysis of small scheme profile as per Actuarial Policy
- Risk Assessment and analysis of scheme profile as per SOP
- Conform to SLA agreements with relevant stakeholders
- Provide quality service to BCs and SCs
- Respond to and resolve queries from various stake holders
- Liaise with Reinsurers for facultative quotes on scheme outside our treaties
- ESQS General Report generation
- System Development Testing, in QA and Production
- Run all special projects and Ad-hoc tasks as allocated by the Pricing Manager
- Analyse competitors' pricing strategies and identified
- Make recommendations on rates and areas of improvement.
- Capture quote details for reporting purposes
Personal Attributes and Skills
The successful candidate must demonstrate the following competencies:
- Highly analytical
- Clear and logical thinker
- Team player, works as part of a team and connects with others to solve problems
- Ability to multi-task and work under pressure
- Strong attention to detail
- Ability to present results of advanced statistical analysis in a simplified format
- Delivering Results and Meeting Customer Expectations
- Competent and reliability
- Willingness to learn and give ideas
- Good communication skills
- Deadline Driven
- Service orientated
Education and Experience
- Matric
- A relevant Bachelor of Commerce qualification - Must include Mathematics or Statistics Module at least in the first year of the qualification
- Microsoft Office experience is essential
- Minimum 2 years experience in Group Risk Pricing and data analysis.
- Microsoft Excel at an intermediary level
- A qualification in the insurance industry is advantageous.
- Power BI and Visual Basic skills will be advantageous
- Keen knowledge of the insurance industry. Trends, new developments and other underwriter’s objectives (Advantageous)
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Key Purpose
- The successful candidate will be responsible for completing audits inside Discovery and providing feedback on the outcome. The successful candidate must have a drive, sense of urgency and work flexibility.
Areas of responsibility
The successful candidate will be required, primarily, but not limited to:
- Proficiency in the IIA International Professional Practices Framework (IPPF), Code of Ethics and Standards
- Perform audit in line with Audit Methodology and Audit Software requirements
- Assist Senior Internal Auditor in preparation of engagement letter
- Document systems description for the scope areas identified within the engagement letter
- Obtain approval from business for documented system descriptions
- To review the system established to ensure compliance with those policies, plans, procedures, laws, regulations and contracts which could have a significant impact on operations and reports
- Completion of the Audit Checklists and overall maintenance of the Pentana Audit File (in line with Audit Methodology)
- Document risks and controls for the scope areas identified within the engagement letter
- Obtain approval from business for documented risks and controls
- Prepare test procedures for adequate controls
- Perform fieldwork testing
- Draft working papers in line with GIA methodology
- Provide feedback to Senior Auditor / Audit Management regarding progress on activities
- Advise Senior Auditor / Audit Management immediately of any problems experienced on audit sections
- Escalate cases where feedback is not received
- Produce finalised working papers and evidence for all components of work, as per standards set in the Audit Methodology
- Confirm errors / control weaknesses identified with business prior to drafting observations
- Draft observations for confirmed errors / weakness and rate observations
- Format first draft of report prior to review by the Senior Internal Auditor / Audit Management
- Agree sample sizes with Senior Auditor / Audit Management
- Assist Senior Internal Auditor in ensuring that the management comments and agreed actions provided are appropriate
- Update Audit Software with all required information and sign off working papers
- Clear Audit Management / Senior Internal Auditor review / coaching notes (sign off)
- Completion of mini appraisals for each audit performed within 2 weeks of final audit report being issued.
- Timely capturing of billable time, proactively managing output and productivity of 90%
- Share business related knowledge with team.
- Implement training and learnings within audit work, to ensure continued enhancement and quality.
Skills and Personal Attributes
- Upholds ethics and values and demonstrates integrity
- Takes initiative and works under own direction with the ability to make quick, clear choices which may include tough choices or considered risks
- Shows respect for the views and contributions of others.
- Strong negotiating and influencing skills.
- Excellent communication skills. The candidate should speak fluently, have the ability to write in a well-structured and logical manner.
- Demonstrates an understanding of different organisational departments and functions.
Education and Experience
- National Diploma Internal Audit / B Degree or equivalent qualification (with Accountancy and / or Auditing as majors
- Studying towards or in possession of the relevant B Comm Degree
- Financial Services experience
- Studying towards CIA, CCSA or CFSA
- Graduate to 2 years of experience
Role Specific Competencies
- Proficiency in the IIA International Professional Practices Framework (IPPF), Code of Ethics and Standards
- Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
- Adapts to changing circumstances.
- Handles criticism constructively and learns from it.
- Microsoft efficient
- Ability to draft reports
- Analyse statistics
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Key Purpose
- A SQA Associate Specialist Engineer in Test Automation is responsible for designing, developing, and executing automated test scripts to ensure the quality and reliability of software products. This role involves working closely with cross-functional teams to integrate automated tests into the development process and improve overall testing efficiency.
Areas of responsibility may include but not limited to
Test Automation Development
- Design, develop, and maintain automated test scripts using tools like Selenium, JUnit, or similar.
- Integrate automated tests into the CI/CD pipeline to ensure continuous testing.
Test Planning and Execution
- Create detailed test plans, test cases, and test scripts for various testing types (e.g., functional, regression, performance).
- Execute automated tests and analyze results to identify defects and ensure software quality.
Collaboration and Communication
- Work closely with developers, QA engineers, and product managers to understand requirements and ensure alignment.
- Participate in code reviews and provide feedback on testability and quality.
Defect Management:
- Identify, log, and track defects using bug tracking tools.
- Collaborate with the SQA’s and developers to ensure timely resolution of defects.
Continuous Improvement:
- Stay updated with the latest test automation tools, technologies, and best practices.
- Contribute to process improvements and the adoption of new testing methodologies.
Post-release
- Handle all outstanding admin and ensure that the release is closed appropriately to meet audit requirements
- With each release, retrospectively analyse what went well and not so well
- Identify improvements in process, people and technology.
Team Collaboration and Leadership
- Manage own work.
- Mentor juniors team members and provide required support.
- Communicate clearly, constructively and effectively.
- Build relationships with other members of the team and the business users we service.
- Transfer knowledge and actively participating in building a testing knowledge base.
Technical Skills
Intermediate knowledge of:
- Jira & Agile process knowledge
- PL SQL
- Root Cause Analysis process
- Interpreting business and technical specifications
- Experience with automation scripting and programming (preferably in Java)
- Proficient in test automation tools and frameworks (e.g., Selenium, JUnit)
- Experience with API testing tools (e.g., Postman, SOAPUI)
Education and Experience
Essential:
- Matric
- ISTQB foundation
- At least 4 – 7 years’ experience in Software testing and Automation
- At least 2-3 years of hands-on experience in software quality assurance and test automation
- Experience with automation scripting and programming (preferably in Java).
- Software Development Life cycle models experience
- Experience in Agile testing methodologies
- Experience in JIRA and Xray
Advantageous:
- Diploma / Degree in Computer Science, Information Technology
- Advanced ISTQB certification
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Job Purpose
- The ideal candidate will have strong hands-on experience with Calypso architecture, APIs, and Java development, along with a solid understanding of front-to-back trade flows across multiple asset classes. Also to translate business requirements into basic technical designs adhering to Discovery Bank Architecture standards.
- Develop software solutions by studying information needs, conferring with business/users, studying systems flow, data usage and work processes, investigating problem areas and following the best practices in all the aspects of software development lifecycle.
- Documents and demonstrate solutions by developing technical and functional documents, facilitating internal peer reviews to accomplish high quality of deliverables.
- Develop and maintain Calypso Workflows, Scheduled Tasks, and Messaging Components.
Key Outcomes may include but are not limited to:
- Ensures that the application performs the functions as required by business.
- Ensures that the applications are maintainable and consider reuse, configurability, data footprints, processing speed, volumes and any other applicable non-functional requirements.
- Releases source code with zero defects.
- Leads and mentor’s junior developers during the code review process to ensure adherence to coding standards and best practices.
- Provides technical support, resolves production queries, and conducts root cause analysis.
- Participates in Business Requirement Joint Application Development (JAD) sessions.
- Analyze business requirements and clarify any unknowns with the Business Analyst or Business User.
- Formulates technical solutions and review them with the development team.
- Produces Technical Design documents using the standard template and in accordance with Discovery Bank standards.
- Set up Technical Analysis JAD sessions with all stakeholders to ensure alignment with business requirements.
- Implements Technical Specifications within the systems framework.
- Produces source code by applying technical standards and referencing existing components.
- Participates in the process of reviewing code for consistent application of standards, logic, and effective use of libraries and reusable aspects of the application.
- Responds to incidents escalated by the Incidents team.
Education and Experience:
- BSc Computer Science/Information Systems degree or other relevant degree from a recognised tertiary institution
- Formal Java qualification
- At least 6+ years of hands-on experience in Calypso development, including customization, extension, and implementation
- Expertise in the Calypso platform (e.g., versions 16+) including configuration and development.
- Experience working with the Calypso API for integration, customization, Calypso reporting modules and risk management tools.
- Proficiency in writing SQL queries to interact with Calypso database tables is mandatory.
- Understanding of back-office processes like SWIFT messages, Settlements, CREs, Accounting etc
- At least 6 years’ experience in source code development.
- At least 4 years’ experience in backend Java development
- Experience working with large data volumes
- Experience working in transactional systems
Technical skills or knowledge:
- Knowledge of SDLC, Unit Testing, Database structures, Technical Change Control
- Good understanding of Front-to-Back trade workflows in Calypso.
- Understanding of P&L, accounting setup, curves, and market data configuration.
- Strong knowledge of Fixed Income, FX, Interest Rate, and Credit Derivatives.
- Knowledge of Back Office operations – static data, transfers, settlements, and position configuration.
- Technical Stack
- Java 8 / 11
- Spring
- Spring Boot
- Spring Web MVC (REST)
- Spring Expression Language (SpEL)
- Spring JMS
- Spring Kafka
- MyBatis
- HANA (ANSI SQL)
- JSON / Jackson
- XML / JAXB
- JUnit /Mockito
- Swagger
- Docker
- Openshift
- Jenkins
- Maven
- Git / Bitbucket
- IBM MQ
- Linux / Windows
- Ability to do Business Writing, Software development within SDLC, Data modelling and UML Design abilities
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Job Purpose
- The Senior Manager owns and drives delivery of defined initiatives end‑to‑end — from concept through build, launch, and scale. This role is hands‑on and execution‑led, with accountability for turning strategy into working solutions that deliver measurable business and customer outcomes.
Key Outputs
The successful applicant will be responsible for but not limited to the following job functions:
- Actively shape and build out value propositions for members, providers, and partners.
- Own the development of features, journeys, and requirements, working directly with product, tech, and business teams.
- Lead and participate in hands‑on research and analysis, including member insights, provider feedback, and market scanning.
- Translate insight into delivery‑ready outputs — clear specs, journeys, prioritised backlogs, and decision papers.
- Drive and support testing, validation, and regulatory readiness, ensuring solutions are launch‑ready.
- Design and execute commercial models, not just define them.
- Work hands‑on with commercial, finance, and partner teams to implement pricing, incentives, and partnership structures.
- Drive solutions that unlock revenue, participation, and scale in the ecosystem.
- Personally drive delivery from concept through build, launch, and transition into BAU.
- Actively manage roadmaps, milestones, dependencies, and risks — course‑correcting fast where needed.
- Operate as a key execution lead and subject‑matter contributor across initiatives.
- Prepare and own materials for SteerCos, governance forums, and senior decision‑making — focused on progress, risks, and actions.
- Build working relationships with external providers, partners, and clients that move delivery forward.
- Act as a day‑to‑day operational driver with selected partners, ensuring commitments are met.
- Lead elements of partner onboarding and enablement, working closely with ops and commercial teams.
- Actively collect feedback, convert it into changes, and push improvements into delivery.
- Work directly with marketing and communications teams to get solutions launch‑ready.
- Enable sales and distribution teams with practical tools, FAQs, and playbooks.
- Support deployment and hands‑on handover into operations.
Experience Required
- Minimum of 6 years of relevant work experience
- Minimum of 4 years years’ experience in a management position.
- Experience in product design, development, marketing or management within financial services, consulting, healthcare, or a related sector will be advantageous (Advantageous)
- Experience working in the provision of healthcare (Advantageous).
Qualifications Required
- Relevant Honors Degree in Actuarial Science, Business, Commerce, Management, Healthcare, Finance or related field is required.
- Masters Degree, MBA, PHD will be advantageous
Technical Skills or Knowledge
- Product design, development, marketing or management within financial services, consulting, healthcare, or a related sector
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Key Purpose
- To provide high-quality coordination, secretariat, administrative and stakeholder support to the Fund Manager and broader Bankmed servicing team during the secondment period. The Fund Coordinator will be expected to manage a wide range of activities relating to governance forums, regulatory processes, stakeholder communication, reporting, project delivery and day-to-day scheme support.
Key responsibilities
GOVERNANCE AND SECRETARIAT SUPPORT
- Setting up, confirming, and attending all formal Scheme meetings e.g. Audit, Board of Trustees, Operations Committee meeting etc.
- Attendance and confirmation of DH attendees for all Scheme formal Committee meetings, and ad-hoc meetings as requested by the Scheme and DH stakeholders.
- Collation of agendas, matters arising and meeting packs within SLA.
- Formal minute taking of all Scheme meetings (including the AGM), ad-hoc meetings, and the distribution of meeting minutes within SLA. Informal meeting notes to be distributed as per the Fund Managers guidance. Record keeping of all formal meeting minutes and meeting notes.
- QA of all meeting packs, reports, meeting minutes and meeting notes prior to distribution.
- Drafting and of tracking/benefit schedules for Scheme initiatives as requested by the Committee Chairman.
- Compilation of the Matters Arising Schedules, monitoring and following up on action items with relevant stakeholders timeously.
- Coordination of DH requested forums and workshops as requested by Management (Bankmed).
- Recording and Quality checking of packs and Minutes before submission to the Fund Manager/PO for approval.
- Ensure resolution of action items before specified due dates or next meeting.
- Arranging signatures from relevant Chairpersons on finalised minutes.
ADMINISTRATION AND REGULATORY COORDINATION
- Drafting and co-ordinating all Scheme communication (each scheme is unique, and responsibility will vary)
- Electronic and manual filing
- Collating of fund management documents for various internal and external audits.
- Liaison with the Council for Medical Schemes for Regulatory requirements relating to the AGM, update of Trustees and all other ad-hoc Scheme requests.
- Co-ordination and monitoring of Scheme mandates, policies and protocols, and maintenance of the register (Bankmed).
- Co-ordination and monitoring of contracts and Certificate of Adherences, and maintenance of the register.
- Distributing documents requested from Trustees and Principal Officer and to update e-filing.
- Resolve queries escalated to self.
- Log and follow up more intricate queries.
- Assisting with the submission of annual returns for the Scheme.
- Assisting with the audits and liaising with the Schemes auditors.
STAKEHOLDER LIAISON AND QUERY MANAGEMENT
- Monitoring electronic communication on behalf of the Fund Manager and escalating to relevant stakeholders where required.
- Resolution of escalated queries sent directly to the Fund Coordinator. Taking ownership, provide regular feedback and ensure accurate and quick resolution of escalations.
- Communicate appropriate information accurately to internal and external clients and stakeholders.
- Updating and distribution of the Council for Medical Schemes Circulars to the PO.
- Liaising with the Council of Medical Schemes and saving all communication from the CMS.
COMMUNICATION COORDINATION
- Assist the Fund Manager in drafting and coordinating Scheme Regulatory communication as requested.
- Drafting, requesting, and monitoring Scheme and member communication, and ensuring deadlines are adhered to.
- Review of all Scheme and member communication for final sign off by the Fund Manager.
- Ensuring the correct Marketing processes and SOPs are adhered to.
- High level management of communication projects relative to the SLA and regulatory requirements.
REPORTING AND DATA COORDINATION
- Manual extraction, QA, formatting, and conversion of communication data files.
- Collating, distribution and monitoring of all SLA and non-SLA monthly and quarterly reports.
- Report management and coordination of all ad-hoc Scheme data requests.
- Coordination of the AGM specific membership data dumps required by the Independent Electoral Body (“IEB”).
- Monitoring of escalations received for the Scheme Power BI dashboards.
- Resolution of any data queries and discrepancies.
- Continuous engagement with the Scheme Clinical & Operations Coordinator, and the Scheme actuaries to ensure Scheme requests are reviewed, approved, and logged as required.
PROJECT AND DELIVERY COORDINATION
- Assist the formal project manager with the Annual General Meeting (AGM) project.
- Monitoring of the annual AGM notice of motions in conjunction with the CRMs.
- Drafting and logging of all AGM member communications on Trending.
- Coordination of, and monitoring of project deliverable timelines, ensuring all Regulatory requirements are adhered to.
- Monitoring of all escalations received from the IEB relating to member queries received via the AGM channel.
- Full project management responsibility for the annual Year End and B&C project
- Coordination of the Scheme annual Citium Audit and meetings for internal stakeholders
- Assisting the audit team with the coordination of internal workshops and information sessions.
- Engagement with the external auditor to ensure all audit requirements are adhered to and ensuring any discrepancies are resolved.
Personal Attributes and Skills
- Ability to work effectively in a small, high-performing team
- Willingness to work flexible hours when required by business needs
- Willingness to travel to client engagements and meetings when required
- Strong stakeholder engagement and client liaison capability
- Excellent organisational skills, with the ability to manage information and meet deadlines professionally
- Ability to manage multiple deadlines and deliver high-quality work within agreed timeframes
- Resilience and the ability to perform effectively under pressure
- A learning mindset and willingness to build capability across multiple aspects of scheme administration
Education and experience
- Matric is essential
- A relevant business, administration or secretarial qualification will be advantageous
- Bankmed Experience essential
- Approximately 3 to 5 years’ Bankmed experience in a fund support, scheme office support, fund coordination, governance support or similar administrative role
- Experience in the medical scheme or broader healthcare administration environment will be advantageous
- Demonstrated experience in a high-volume administrative function
- Exposure to project coordination or project management will be advantageous
- Proven ability to manage multiple tasks, competing priorities and changing requirements simultaneously
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Key Purpose
- To drive sustainable growth across dealership and related channels through the development of strategic partnerships, new business acquisition, increased product penetration, and the delivery of sales through quality referrals, profitability, and partner / customer experience objectives.
Areas of responsibility may include but are not limited to:
Business Development & Sales Growth
- Drive sustainable portfolio growth, increase market penetration, expand dealership partnerships, and achieve sales and revenue targets.
- Achievement of monthly, quarterly, and annual sales and revenue targets.
- Growth in vehicle insurance sales within allocated or developed dealership portfolio.
- Increase market share within assigned dealerships and territory.
- Identification and onboarding of new dealership partners.
- Implementation of channel growth initiatives
Relationship Management
- Establish and maintain strong relationships with:
- Dealer Owners
- Dealer Principals
- Sales Managers
- F&I Managers
- Group F&I Managers
- Key Individuals
- Dealer Group Executives
- Other relevant key stakeholders
- Act as the primary point of contact for assigned dealerships.
- Identify, develop, and manage key stakeholder relationships to support business objectives.
Performance Management
Improve dealership / referral partner productivity and business performance through analysis, coaching, and performance interventions.
- Monitor dealership performance against agreed sales targets, growth plans, and productivity metrics.
- Conduct regular business reviews with dealerships to assess performance and progress against objectives.
- Identify and drive opportunities to improve dealer success rates, productivity, and overall business performance.
Risk Management
Protect the sustainability and profitability of the portfolio through proactive risk identification and management.
- Compliance with business and risk management policies.
- Portfolio risk monitoring and reporting.
Training & Capability Building
Develop dealership capability and drive performance through coaching, training, and knowledge transfer.
- Conduct product, systems, and process training for dealership staff.
- Deliver ongoing coaching to sales and F&I teams to improve product penetration.
- Support onboarding of new dealerships and dealership personnel.
- Share industry best practices and market insights.
Compliance & Governance
Ensure adherence to all regulatory, governance, and company standards while maintaining customer-centric business practices.
- Ensure all activities comply with regulatory requirements and company policies.
- Adherence to POPIA, TCF, and applicable governance requirements.
- Promote Treating Customers Fairly (TCF) principles and ethical sales practices.
- Complaint management and resolution in line with company standards.
- Adherence to sales processes, controls, and operational requirements.
Knowledge and Skills:
- Business Development & New Business Acquisition
- Dealer Relationship Management
- Commercial Acumen
- Strategic Account Management
- Stakeholder Engagement & Influencing
- Sales Growth & Market Penetration
- Performance Analysis & Business Insight
- Coaching & Capability Building
- Negotiation & Communication Skills
- Risk, Compliance & Governance Management
Education and Experience
Education:
- Matric (Essential)
- Bachelor's Degree in Business, Marketing, Commerce, or related field. (Advantageous)
- Must have a valid South African driver’s license
Minimum Experience:
- 5-8 years' experience in business development, dealership referral and growth, account management, relationship management, role with a proven record of delivering measurable growth.
- Demonstrated success in acquiring new business, managing key accounts, and achieving sales targets.
- Previous experience developing and managing dealership relationships is essential.
- Experience working with franchise and independent dealer networks
- Experience with Original Equipment Manufacturers in the Dealership Environment (OEMs). - Advantageous
go to method of application »
Key Purpose
- The Product Operations Case Manager is responsible for resolving complex and escalated product related queries in a back-office environment and aims to prevent further queries and disputes by analysing reports and data and performing in-depth root cause analysis of technology and processes for continuous improvement
Areas of responsibility may include but not limited to:
- Manages cases, investigates, and resolves queries and disputes received from internal and external clients within prescribed SLA.
- Processes financial transactions for disputes; refunds and reversals for transactions as well as exception handling with remedial action.
- Assists and supports various client servicing channels with specialist product knowledge on complex cases.
- Monitors exception reports with the aim of pro-actively identifying potential cases for investigation and correction.
- Proactively monitors query drivers and investigates opportunities to improve processes, the product, or the APP to reduce or alienate such queries in the future.
- Handles account, fees, charges, budget facilities, maintenance, and reconciliations.
- Conducts systems user acceptance testing for new enhancements or products being introduced.
- Provides subject matter expertise into the design of operational processes.
- Provides input into process enhancements and root cause analysis of exceptions.
- Trouble shooting and incident management resolution.
Work Experience
Required
- At least 1 year experience in banking service and/or operations.
Preferred
- At least 3 years' recent, direct experience within Bank client servicing or Card/Product banking operations environment.
- Proven track record of successful support of business process change projects/enhancements
- Experience working with internal and external clients.
- Solid experience in relationship building with stakeholders.
Education/Qualifications/Accreditations with Professional Body
Required
- Bachelor of Commerce or Bachelor of Science Degree or equivalent.
Preferred
- Any relevant Banking, Financial or Business qualification.
Technical Skills or Knowledge
Required
- Reconciliation of accounts.
- Analytical.
- Articulate complex query outcomes to internal and external clients.
- Visa financial system and reporting.
- Banking operations.
Preferred
- Process management.
- Tracking service level agreements.
- Strong written and verbal communication skills.
Special requirements
- Shift work may be required.
go to method of application »
Key Purpose
- To drive sustainable growth across dealership and related channels through the development of strategic partnerships, new business acquisition, increased product penetration, and the delivery of sales through quality referrals, profitability, and partner / customer experience objectives.
Areas of responsibility may include but are not limited to:
Business Development & Sales Growth
Drive sustainable portfolio growth, increase market penetration, expand dealership partnerships, and achieve sales and revenue targets.
- Achievement of monthly, quarterly, and annual sales and revenue targets.
- Growth in vehicle insurance sales within allocated or developed dealership portfolio.
- Increase market share within assigned dealerships and territory.
- Identification and onboarding of new dealership partners.
- Implementation of channel growth initiatives
Relationship Management
- Establish and maintain strong relationships with:
- Dealer Owners
- Dealer Principals
- Sales Managers
- F&I Managers
- Group F&I Managers
- Key Individuals
- Dealer Group Executives
- Other relevant key stakeholders
- Act as the primary point of contact for assigned dealerships.
- Identify, develop, and manage key stakeholder relationships to support business objectives.
Performance Management
Improve dealership / referral partner productivity and business performance through analysis, coaching, and performance interventions.
- Monitor dealership performance against agreed sales targets, growth plans, and productivity metrics.
- Conduct regular business reviews with dealerships to assess performance and progress against objectives.
- Identify and drive opportunities to improve dealer success rates, productivity, and overall business performance.
Risk Management
Protect the sustainability and profitability of the portfolio through proactive risk identification and management.
- Compliance with business and risk management policies.
- Portfolio risk monitoring and reporting.
Training & Capability Building
Develop dealership capability and drive performance through coaching, training, and knowledge transfer.
- Conduct product, systems, and process training for dealership staff.
- Deliver ongoing coaching to sales and F&I teams to improve product penetration.
- Support onboarding of new dealerships and dealership personnel.
- Share industry best practices and market insights.
Compliance & Governance
Ensure adherence to all regulatory, governance, and company standards while maintaining customer-centric business practices.
- Ensure all activities comply with regulatory requirements and company policies.
- Adherence to POPIA, TCF, and applicable governance requirements.
- Promote Treating Customers Fairly (TCF) principles and ethical sales practices.
- Complaint management and resolution in line with company standards.
- Adherence to sales processes, controls, and operational requirements.
Knowledge and Skills:
- Business Development & New Business Acquisition
- Dealer Relationship Management
- Commercial Acumen
- Strategic Account Management
- Stakeholder Engagement & Influencing
- Sales Growth & Market Penetration
- Performance Analysis & Business Insight
- Coaching & Capability Building
- Negotiation & Communication Skills
- Risk, Compliance & Governance Management
Education and Experience
Education:
- Matric (Essential)
- Bachelor's Degree in Business, Marketing, Commerce, or related field. (Advantageous)
- Must have a valid South African driver’s license
Minimum Experience:
- 5-8 years' experience in business development, dealership referral and growth, account management, relationship management, role with a proven record of delivering measurable growth.
- Demonstrated success in acquiring new business, managing key accounts, and achieving sales targets.
- Previous experience developing and managing dealership relationships is essential.
- Experience working with franchise and independent dealer networks
- Experience with Original Equipment Manufacturers in the Dealership Environment (OEMs). - Advantageous
Method of Application
Use the link(s) below to apply on company website.
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