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  • Posted: Dec 4, 2024
    Deadline: Not specified
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  • Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africas leading and innovative financial institutions. These financial institutions are licensed to provide financial products and/or services ranging from short-term, long-term and health insurance as well as a comparison and investment platforms. Our origins go back to ...
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    Team Lead: Sales VAPS

    Job Purpose

    • Connect with the customer and consultant, conduct needs analysis and propose solutions and benefits to the customer and consultant. Need a solid knowledge of products, their characteristics, and market as well as focus on growth of the brand. Ensure consultants are performing against targets, while reviewing their performance and coaching them to do so to assist in achieving the required sales and operational results.

    Responsibilities

    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 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

    • Grade 12/ SAQA Accredited Equivalent (Essential); Relevant Business Management related Degree and/or Diploma (Advantageous); FAIS (Advantageous); RE 5 (Advantageous); Class of Business Certification (Advantageous); STI Qualification (Advantageous)

    Experience

    • 5 or more years' sales experience (Essential); Experience in Financial Services Industry (Advantageous). 3 or more years' sales experience in a leadership role (Essential)

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    Sales Professionals: STI Direct Sales (KZN)

    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 or SAQA Accredited Equivalent (Essential); RE 5 (Advantageous) STI Qualification (Advantageous); FAIS recognised qualification (Advantageous); Class of Business Certification (Advantageous)

    Experience

    • 2-3 year telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous).

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    Underwriting Administrator

    Job Purpose

    • Assist in the design and implementation of a technical underwriting framework for TIH Business Insurance (BI) that fosters superior risk selection, streamlined processing, loss ratio management and underwriting profitability.

    Responsibilities

    • Underwriting Contribute to the decisions around technical or professional underwriting and business enhancement solutions that would significantly improve business performance. Introduce underwriting rules on the acceptance of business. Assist in the resolution of escalated underwriting complaints and escalated underwriting opinions on claims. Support and contribute to the renewal of BI’s reinsurance programme in line with business strategy. Ensure optimal placement of facultative cases.
    • Product & Solution Development 
    • Analyze and evaluate the feasibility and relevance of proposed products and services. May also assist with the definition, development and delivery of a significant product or service, ensuring alignment with customer requirements. Review and enhance BI products accordingly (addressing gaps and competitively). Undertake market opportunity assessment for BI products and undertake comparative analysis on key competitors’ products.
    • Risk Management & Analysis
    • Evaluate individual risks for acceptance where potential high risk scenarios exist or where there are changes to a clients’ claims behaviour. Determine underwriting processes and minimum risk acceptance criteria for BI's.
    • Underwriting Policy Development & Implementation
    • Assist in the development of underwriting frameworks for the underwriting department. Assist with creating underwriting procedures and monitoring their implementation within underwriting. Monitor adherence to set mandates through technical audits and controls as set in the underwriting framework. Leverage all available information from our partners, the industry and internally to ensure we are constantly reviewing the underwriting processes, systems and protocols with a view to improve efficiencies and to ensure best practice.
    • Operational Compliance
    • Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulations, and ensure own work adheres to required standards. Ensure that business activities within underwriting comply with relevant external regulatory codes and with internal policies and procedures to minimize business risk and to protect the reputation of the organization. Undertake technical underwriting audits. Maintain business rules around when audits are required and adhere to underwriting guidelines and standards by managing audits. Ensure that business objectives and personal delivery aligns to and meets the TSW principles.
    • Stakeholder Engagement
    • Identify and manage internal and external stakeholder relationships (TIH companies; Brokers; Reinsurance brokers; Management colleagues). Find out their needs/issues/concerns and reacting to these by leading and coordinating he development of stakeholder engagement plans to support the communication of business information and decisions.
    • Insights and Reporting
    • Prepare and coordinate the completion of complex reports, identifying and interpreting patterns and trends, and translating those insights into actionable recommendations. Conduct monthly statistical analyses (loss ratio, multi-claimants and claims trends analyses) and engage underwriting (policy admin) to implement appropriate proposed corrective measures. Assist with the implementation of remedial measures. Prepare and contribute effectively to forums and committees where represented.
    • 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.
    • Performance Management
    • Prioritize own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance.
    • TECHNICAL COMPETENCIES 
    • Underwriting
    • Apply comprehensive knowledge / skill, and provides guidance and training to others. Good knowledge of short-term industry and commercial underwriting.
    • Underwriting Training
    • Use comprehensive knowledge and skills while guiding and training others to achieve full compliance with applicable rules and regulations in management and/or operations.
    •  Policy and procedures
    •  Provide technical guidance when required to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
    • Data Collection and analysis 
    • Provide technical guidance when required to analyze data trends for use in reports to help guide decision making.
    • Numerical Skills 
    • Use an understanding of numerical concepts to perform mathematical operations such as report analysis and provide technical guidance when required.
    • Verbal and Written Communication 
    • Use clear and effective verbal communications skills and provides technical guidance when required to express ideas, request actions and formulate plans or policies.
    • Review and Reporting 
    • Provide technical guidance when required to review and create relevant, lucid and effective reports.
    • Risk Management 
    • Identify, assess, prioritize and manage risks in the organization and provides technical guidance when required.
    • Planning and Organizing
    • Plan, organize, prioritize and oversee activities to efficiently meet business objectives.
    • Computer skills 
    • Support business processes by understanding and effectively using standard office equipment and standard software packages. Proficient in MS Office and Excel
    • Presentation skills
    •  Communicate with other people by speaking in a clear, concise and compelling manner.
    • Negotiation 
    • Negotiate to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential); Relevant Degree in Underwriting or Mathematics or similar (Advantageous); RE 5 (Essential); FAIS recognized qualification (Essential); FIISA, AIISA or Diploma in Insurance or equivalent (Advantageous); Business Analysis certificate or similar (Advantageous)

    Experience

    • 5 - 7 years experience in short-term insurance (mainly MMIII and Assets All Risks wordings, personal lines product experience (Essential); Short-term insurance industry - underwriting experience (Essential).
       

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    Junior Assessor

    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.

    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 to the pre-agreed service and functional standards.
    • Provide all-round service at various locations / interaction points: drive-in centers, 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 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.
    • Specialise in specialist vehicle knowledge and apply skills to optimise repair cost

    Education

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

    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 »

    Senior Manager: Integrated Media Planning A&G, Virseker and Par

    Job Purpose

    • Develop, execute and maintain effective Media and Channel integration strategies across all advertising channels in order to meet annual A&G and Virseker targets, build brand presence and drive future business growth, with consideration for brand positioning and meeting Group Marketing Media and Channel performance objectives

    Responsibilities

    • Functional Strategy Formation
    • Lead the development and implementation of the Media and Channel Integration strategy for a business area or significant function, anticipating mega-trends and complex challenges and opportunities, and ensuring integration within the wider corporate strategy. Contribute to the definition of the digital marketing strategy and plan by providing input regarding the implementation of initiatives.
    • Leadership and Direction
    • Identify and communicate the actions needed to implement the Media and Channel Integration strategy and A&G and Virseker brand plan within Group Marketing; explain the relationship to the broader organisation's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.
    • Marketing
    • Oversee a particular area, product or service within the larger marketing strategy. Involves managing development and delivery. Ensure effective creation, implementation and maintenance of Media and Channel Integration A&G and Virseker brand strategy launches to achieve optimal return on investment and Brand presence. Ensure the overall Media Channel analyses on an on-going basis to ensure delivery of campaigns at an optimal P-factor.
    • Budgeting & Costing
    • Manage budget plans for a department. Could involve development and delivery. Ensure Media and Channel Integration budgets are optimised to deliver against business objectives.
    • Brand
    • Oversee the Media and Channel Integration strategy within the larger A&G, Virseker & Partnerships brand strategy. Involves managing development and delivery.
    • Stakeholder Engagement
    • Identify and manage stakeholders up to C-suite 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. Responsible for the Media and Channel Integration strategic management and implementation of strategies through collaboration with key internal stakeholders such as Marketing Managers, in order to achieve the A&G and Virseker objectives.
    • Customer Relationship Management / Account Management
    • Develop and implement relationship management plans to identify and build relationships with relevant decision makers and influencers both within the customer organisation and within the market to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified stakeholders to ensure their needs are met and the relationship is maintained.
    • Contract Management
    • Manage a portfolio of contracts and negotiate service level agreements. Will also plan, coordinate and supervise activities relating to major contracts. Achieve effective generic media buying and management through building long and short-term media partner relationships.
    • Continuous Improvement
    • Lead the review of existing operations and the implementation of innovation processes across the department or sub-function to ensure the required continuous improvement outcomes are delivered. Keep up to date with developments in the market in order to identify, explore and possibly implement Media innovation and improvement.
    • Performance Management
    • Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of team / personal objectives.
    • Digital Marketing Capabilities
    • Support creation of the digital marketing road map and lead specific capability-building initiatives, collaborating with technology partners and enterprise teams. Support identification of opportunities for capability building. Execute enablement strategies encompassing market segmentation, digital experience, product mix and positioning, channel optimisation and efficiency and analytics to achieve or exceed defined business goals.

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential); A relevant 3 year Business related degree / diploma in a Commerce or related discipline such as Marketing, Media or Advertising (Essential)

    Experience

    • 8 - 10 years' experience in Media or Channel Strategy environment (Essential); Experience within the financial services industry (Advantageous). 3 - 4 years' experience within a management role (Essential)
       

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    CVM Specialist Active Customers

    Job Purpose

    • Ensure the effective planning and execution of the Customer Relationship Marketing Strategy against set targets and budgets, with a clear focus on maximising customer value through engagement. This includes all Customer Relationship Marketing journey communication, marketing tactical campaigns, upsell and cross sell campaigns, across the STI brands on all channels with the purpose to create customer loyalty and advocacy, increase retentions, increase share of wallet and longer survival rate for higher customer Life Time Value (LTV).

    Responsibilities

    • Marketing Campaign Development
    • Carry out supplier and contract management tasks to support advertising/promotion/other marketing campaigns.
    • Assist the Customer Relationship Marketing Manager to run the Customer Relationship Marketing strategy per brand, and all activities that are associated with this across the business.
    • Proof read and manage sign-off process on all creative development and execution of campaign materials, such as emails, sms, app notifications, online messages, any design elements, infographics, banners, letters, etc.
    • Develop, plan and implement customer engagement journeys for the relevant brands, and develop and execute all campaigns.
    • Marketing Planning
    • Contribute to the development of customer relationship marketing and tactical campaigns.
    • Work closely together with the Customer Relationship Marketing Manager to develop and own customer journeys for the STI brands, and develop and execute tactical and seasonal campaigns.
    • Marketing Execution
    • Execute a marketing plan for a particular product, service, or specialty area while working within established marketing systems.
    • Coordinate the Customer Relationship Marketing campaign calendar and ensure that all campaigns are executed timeously.
    • Oversee the campaign production process to ensure timeous and accurate delivery into all channels, e.g. SMS, email, in-app, and social media.
    • Manage customer service response protocol to ensure all responses to queries and complaints (online, email, sms) are appropriate, timeous and consistent.
    • Work with the Customer Relationship Marketing Manager to execute the Customer Relationship Marketing strategy for each brand, across the business.
    • Responsible for achieving  Customer Relationship Marketing Retention targets, upsell and cross sell targets and any targets associated with any campaign to drive business growth.
    • Work with Operations to ensure fulfilment of all campaigns.
    • Marketing Communications
    • Develop and deliver marketing communications campaigns across all media to support the business plan and increase retentions and customer lifetime value.
    • Assist on a variety of ad-hoc marketing and communication initiatives, as needed and instructed by the Customer Relationship Marketing Manager.
    • External Consultant or Contractor Engagement
    • Prepare briefings and information for external consultants or advisors to support the delivery of key projects and/or ad hoc services. Monitor and evaluate outcomes and recommend remedial actions where necessary.
    • Brief external partner agencies, brief internal creative studio, brief internal service providers and any other stakeholders that will help deliver the customer engagement strategy across the STI brands.
    • Data Collection & Analysis
    • Collate and analyse data using pre-set tools, methods and formats. Involves working independently.
    • Manage and track all campaign reports from Email Service Provider, SMS Service Providers, and any other software tool, or otherwise, used for the execution of the Customer Relationship Marketing strategy and tactical campaigns.
    • Continuously work with the Customer Relationship Marketing Manager to analyse results of campaigns and gather insights for future campaigns.
    • Insights and Reporting
    • Prepare and coordinate the completion of various data and analytics reports.
    • Review campaign results and make recommendations on campaign refinement that will result in improved performance.
    • Manage, track and measure campaigns and communicate results accordingly.
    • Compile and present monthly reports on all campaigns executed within the month.
    • Work with internal teams including Data Analytics, Campaign Specialist teams, Brand Marketing teams and the Digital Marketing teams to define campaign requirements to ensure reliable results in upsell/cross sell of products and services.
    • Manage all campaign reports supplied by internal or external Business Information tools or departments and ensure all results are tracked and recorded.
    • Budgeting
    • Track budgets and report variances to report these to the Customer Relationship 
    • Marketing Manager.
    • 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.
    • Stakeholder Engagement
    • Assist with stakeholder engagement by arranging actions, meetings, events, and supporting materials to promote stakeholder understanding and commitment.
    • Communicate with all stakeholders internally and externally to ensure that everyone is timeously advised of all customer communications and campaigns.
    • 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 organisation's strategy, mission and vision; motivate people to achieve local business goals.
    • Organisational Capability Building
    • Provide coaching to team members to develop their skills.

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential); A relevant degree in Digital Marketing (Essential); Bachelor’s Degree or equivalent in Marketing Management or Customer Relationship Management (Advantageous); Diploma or equivalent on Marketing Automation strategy and implementation (Advantageous)  (Required)

    Experience

    • 2-3 years’ hands-on marketing automation campaign management experience (Essential); Previous role experience working with any marketing automation platform, e.g. SAS 360, Adobe or Salesforce with Administrator credential (Essential); Digital design experience and/or understanding of HTML coding (Essential); Experience within Financial Services environment (Advantageous).

    go to method of application »

    CVM Automation Specialist

    Job Purpose

    • Ensure the effective planning and execution of the Enterprise’s Customer Marketing Strategy and against set objectives, targets and budgets, with a clear focus on maximising customer value through engagement. This includes all Customer Relationship Marketing journey communication, marketing tactical campaigns, upsell and cross sell campaigns, across the STI brands and 1Life brands on all channels with the purpose to create customer loyalty and advocacy, increase retentions, increase share of wallet and longer survival rate for higher customer Life Time Value (LTV). Conduct marketing automation system administration.

    Responsibilities

    • Digital Marketing Plan Execution
    • Provide analysis to monitor performance of digital marketing campaigns.
    • Manage and execution of multiple customer engagement journeys and marketing campaigns across all channels on the Marketing Automation Platform.
    • Marketing Execution
    • Deliver specified outcomes and provide others with expert advice while working within established marketing programs.
    • Marketing Planning
    • Contribute to the development of tactical marketing campaigns.
    • Project and Program Stakeholder Engagement
    • Plan and deliver stakeholder engagement activities to develop effective project working relationships and to ensure that stakeholder needs and concerns are identified and met.
    • Work with multiple stakeholders for the strategic planning, development and timely execution of integrated, top to bottom of the funnel marketing campaigns to build brand awareness, drive acquisition, retention and customer lifetime value.
    • Partner closely with internal teams, including: Customer Relationship Marketing, Direct Marketing, Digital Marketing, Data Science and Analytics and Business Intelligence for campaign continuity.
    • Digital Channels and Technology Management
    • Support digital channel management by analysing best practices through competitive benchmarking, customer insights, A/B testing, feedback from cross-functional partners, and site feature/functionality enhancement.
    • Conduct marketing automation system administration.
    • Run A/B tests on campaigns and landing pages to optimise performance.
    • Operational Compliance
    • Review non-compliance issues and find solutions to ad hoc problems within an assigned unit or discipline. Involves working under guidance and within existing compliance systems.
    • Ensure consistency across campaigns in strategy, creative assets and design, messaging.
    • Ensure compliance while executing email marketing campaigns and data.
    • Project and Program Reporting and Reviews
    • Draft elements of project review reports and presentations to support delivery of the review process.
    • Track campaign and program results and report metrics, and tweak workflows accordingly.
    • Improvement / Innovation
    • Identify shortcomings in existing processes, systems and procedures, and use established change management programs to address them.
    • Set up journeys and workflows on the marketing automation platform such as lead nurturing, welcome and onboarding sequences, re-engagement, upsell and cross sell, boost customer engagement and the overall customer experience through tactical campaigns, and improve retention through retention workflows.
    • 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); A relevant degree in Digital Marketing (Essential); Bachelor’s Degree or equivalent in Marketing Management or Customer Relationship Management (Advantageous); Diploma or equivalent on Marketing Automation strategy and implementation (Advantageous)

    Experience

    • 2-3 years’ hands-on marketing automation campaign management experience (Essential); Previous role experience working with any marketing automation platform, e.g. SAS 360, Adobe or Salesforce with Administrator credential (Essential); Digital design experience and/or understanding of HTML coding (Essential); Experience within Financial Services environment (Advantageous).
       

    go to method of application »

    Motor Assessor: KZN

    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.

    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 to the pre-agreed service and functional standards.
    • Provide all-round service at various locations / interaction points: drive-in centers, 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 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.
    • Specialise in specialist vehicle knowledge and apply skills to optimise repair cost

    Education

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

    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.
       

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