Fresh Jobs at Telesure Investment Holdings (TIH)

Job Purpose

• Conduct relevant analysis to provide insights, themes and trends to provide customer focused product solutions. Promote new and existing VAPS products through engagement with the sales team to achieve set targets and grow profitability business.

Responsibilities

• Business Development 
• Monitor and assess sales and market data for a specific geographic region and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed. Conduct research using primary data sources and select information needed for the analysis of key themes and trends. Conduct product research and incorporate market insights to identify relevant themes.
•  Insights and Reporting
• Prepare and coordinate the completion of various data and analytics reports. Interpret complex patterns and trends, and translate those insights into actionable recommendations.
• Recommendations
• Advise managers how to apply research conducted to amend product positioning a wide variety of existing procedures and precedents.
• Solutions Analysis 
• Interpret data and identify possible answers. Involves navigating a wide variety of processes, procedures and precedents.
• Customer Relationships Management
• Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
• Compliance 
• Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Identify, within the sales teams, patterns of non-compliance with the organization's policies and procedures, and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
• Personal Capability Building 
• Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and indepth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
• Project Management 
• Manage a portfolio of product projects while reporting to senior colleagues regarding various milestones and deliverable.

TECHNICAL COMPETENCIES 

• Account/Client Management 
• Work independently and provide technical guidance when required on how to manage client accounts in a way that provides benefits both for the organization and its clients.
• Negotiation 
• Negotiates independently and provide technical guidance when required on how to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.
• Verbal Communication 
• Use clear and effective verbal communications skills independently and provide technical guidance when required on how to express ideas, request actions and formulate plans or policies.
• Commercial Acumen
• Apply understanding of the business environment and objectives to develop solutions independently and provide technical guidance when required.
• Sales Planning and Coordination
• Work independently and provide technical guidance when required on how to achieve the best possible returns by planning and coordinating effective sales campaigns and related initiatives.
• Planning and Organizing 
• Works independently and provide technical guidance when required on how to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
• Data Collection and analysis 
• Work independently and provide technical guidance when required on how to analyze data trends for use in reports to help guide decision making.
•  Compliance
• Work independently and provide technical guidance when required on how to achieve full compliance with applicable rules and regulations in management and/or operations.
• Action Planning 
• Work independently and provide technical guidance when required on how to develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Computer skills
• Support business processes independently by understanding and the effective use of standard office equipment and standard software packages and provide technical guidance as needed. Microsoft Office Suite; Internal Company Systems.

Education

• Grade 12/ SAQA Accredited Equivalent (Essential) A relevant 3 year Business related degree / diploma (Advantageous); FAIS recognised qualification (Advantageous); Regulatory Examination (Advantageous); Class of Business Certification (Advantageous); STI Qualification (Advantageous); KI Regulatory Examination (Advantageous)

Experience

• 3 – 5 years account /product portfolio / partner management experience (Essential); Relevant experience within the Financial Services Industry and Marketing environment (Advantageous).

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Job Purpose

• TIH is the holding company of some of South Africa’s leading financial service providers. Our portfolio includes short-term insurers, a long-term insurer, health insurance as well as an insurance and personal finance comparison platform. We’re pioneers with a hunger for best, bringing customer-focused innovation and service excellence to the financial services industry. We’re an undivided team of diverse thinkers and doers who believe in leading through technology and pushing past their limits.

Responsibilities

• Underwriting Management
• Support the underwriting of new business and renewal cases by verifying the completeness and accuracy of information and checking against standard rates, referring issues to senior colleagues when necessary.
• Insurance Policy Administration
• Evaluate new and updated customer and policy information on the relevant systems and set up premium collections, liaising with the intermediary to clarify incomplete and potentially inaccurate information and referring unresolved issues to others.
• Document Management
• Create, organize and maintain files containing the correspondence and records. Obtain all required information and documents to proceed with the claim.
• 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.
• Intermediary / Customer Service Management
• Carry out standard intermediary / customer service activities and handle simple customer enquiries.
• Stakeholder Engagement
• Support stakeholder engagement by arranging actions, meetings, and events.
• Compliance
• Work within standard compliance systems and report simple non-compliance issues. Comply with service level agreements and quality standards.
• Personal Capability Building
• Maintain and build relevant knowledge and ensure effective updating of own product and system knowledge. Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
• Continuous Improvement
• Contribute to optimising work practices and procedures and generate new ideas to assist in identifying continuous improvements and growth for broker's.
• Data Management
• Support others by working on a variety of data management tasks.
• Performance Management
• Assure all work meets technical / operations standards for quality and timeliness; use performance management systems to improve personal performance.
• External Communications
• Create positive experiences for clients by interacting courteously with them.

Education

• Grade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business – product knowledge (Essential)  (Required)

Experience

• 1 – 3 years Financial Services industry experience (Essential); Short-term insurance product knowledge / intermediary experience (Advantageous).

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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

• Grade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business – product knowledge (Essential)

Experience

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

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Job Purpose

• The focus of this role is the sales delivery, strategic execution, people development, and regulatory compliance.

Responsibilities

• Leadership and Direction
• Explain the action plan to support the sales agents in their understanding of what needs to be done and how this relates to the broader business plan and the organisation's strategy, mission and vision; motivate people to achieve business goals.
• Performance Management
• 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.
• Organisational Capability Building
• Use the organisation's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organisation in own area of expertise to enable others to improve performance and fulfill personal potential.
• Customer Relationship Management (CRM) Data
• Ensure that the sales agents maintain up-to-date customer relationship management data, identifying and resolving issues.
• Organisational Risk Management
• Ensure the organisation is not exposed to undue risks by using risk management systems to achieve specific goals within a designated area of the business.
• Operational Compliance
• Identify, within the team, instances of non-compliance with the organisation's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.
• Personal Capability Building
• Maintain an understanding of accreditation, external regulation, and industry best practices through ongoing assessments, training and education.
• Data Collection and Analysis
• Collate and analyze data using pre-set tools, methods and formats. Involves
• working independently.

Education

• Grade 12/ SAQA Accredited Equivalent (Essential) FAIS recognised qualification or Wealth Management Qualification (Essential); RE 5 (Advantageous); Degree/Diploma in Business Management (Advantageous)

Experience

• 3 or more years' experience in a sales and advisory environment (Essential); 2 years Long-term Insurance experience (Essential); 3 or more years' experience supervising and directing people (Advantageous)

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Job Purpose

• As a Business Partner at TIH Advisory, you will play a crucial role in giving businesses and individuals peace of mind, through comprehensive insurance solutions. We are seeking motivated professionals with a proven track record in commercial insurance advisory services.

Responsibilities

• Conduct thorough needs analysis and advising clients on suitable insurance solutions.
• Develop and implement customized insurance solutions strategies to meet clients' commercial and personal insurance needs.
• Provide ongoing support and guidance to clients, reviewing their portfolio regularly and adjusting as needed.
• Build and maintain strong relationships with clients through proactive communication and exceptional service.
• Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
• Collaborate with team members to achieve collective goals and contribute to the overall success of the organization.

Education

• RE 5 (Essential); Bachelor's degree in Finance, Business Administration, or related field (for recent graduates); Preferred; Short-Term Insurance certificate (preferred)

Experience

• Minimum 2 years of experience in financial advisory services  (Commercial & Non-life preferred); Proven track record of success in insurance sales and client relationship management; Strong understanding of insurance products and industry regulations; Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients; Demonstrated ability to work independently and collaboratively in a fast-paced environment

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Job Purpose

• Provide coaching, guidance, feedback, recommendations and follow up on identified coaching opportunities to call centre consultants and managers. Focus on an end-to-end basis on service complaints, customer feedback, surveys, SQA, product change/new product alignment training and other best in class call center techniques in order to support an excellent delivery of the customer experience.

Responsibilities

• Customized Coaching Plan and Delivery
• Develop training courses to fill gaps in existing programs, methods or tools. Run training programs for specific technical areas using prepared content.
• Provide one-on-one coaching to improve performance (product knowledge, policies, procedures, and compliance). 
• Ensure that each consultant are guided and coached in accordance with the measures, goals and objectives set for them.
• Align internal stakeholders (Learning and Development Department) to ensure training stays relevant.
• Ensure effective change management to consultants in terms of communicating and procedural changes in applicable process’, scripting, product knowledge etc.
• Ensure that consultants are aligned to the brand specific people programme through the management of the onboarding process for consultants.
• Coaching Needs Analysis
• Support the identification of learning needs by analyzing performance and competence data to identify gaps in relation to required levels; recommend priorities for Learning and Development interventions.
• Identify coaching opportunities by considering the end to end customer experience failures.
• 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.
• Identify, within consultant's performance, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, provide coaching when required.
• Work Scheduling and Allocation
• Organize own work schedule each day in line with changing priorities.
• Insights and Reporting
• Extract and combine data to generate standard reports. Provide continuous feedback and reports to individual and management in terms of coaching impact as well as performance improvement.
• Present findings and recommendations on possible coaching opportunities to Management for approval in order to implement coaching initiatives.
• Internal Client Relationship Management
• Build effective working relationships within the internal support departments within the organization, delivering high-quality professional services. Consult and provide feedback and support to consultant's managers and consultant in terms of required coaching 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.
• 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. Ensure up to date knowledge of STI Procedures and philosophies so that work meets operational and financial results against targets. 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); FAIS and RE5 qualification (Essential); Class of Business – product knowledge (Essential)

go to method of application »

Job Purpose

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

Responsibilities

• Customer Relationships Development
• Make calls by telephone to allocated customers to develop new relationships or either as a first point of contact.
• Customer Needs Clarification
• Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
• Sell Customer Propositions
• Identify the products or services that best meet the customer's 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.
• Operational Compliance
• Develop working knowledge of the organization'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 callback 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.
• Performance Management
• Prioritise own workflow and ensure work is completed to the required standards of 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

• School Grade 12  (Required)

Experience

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

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Job Purpose

• The Team Leader Talent Acquisition is responsible for consulting with People Partners colleagues and business leaders to understand workforce needs and develop talent acquisition strategies to source, attract and hire best-in-class talent whilst supporting, directing and managing Talent Acquisition Advisors. It is critical that the incumbent meets expected service levels and key performance metrics to drive superior customer service by filling open roles within expected timelines.

Responsibilities

• Recruitment Management
• Collaborate regularly with department managers and proactively identify future hiring needs for a significant area. Attract and select candidates for high-level jobs. Promote company's reputation as "best place to work."
• Internal Client Relationship Management
• Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans.
• Recruitment Campaigns
• Create recruitment campaigns to attract high-quality candidates; research the characteristics of key candidate target groups; develop messaging that is relevant and attractive to candidates and consistent with the employer brand and value proposition; identify relevant cost-efficient media, social media, or other channels.
• Future Talent Recruitment
• Create multichannel future talent recruitment campaigns to attract large numbers of high-quality candidates; develop messaging that is tuned to values and aspirations of graduates/school leavers and is consistent with the employer brand and value proposition; identify relevant career fairs and cost-efficient media, social media, or other channels.
• Policy Development & Implementation
• Provide routine support services to others.
• HR Data Analytics and Insights
• Deliver complex analyses of HR data; identify key trends and contribute to the creation of HR insights that enable the diagnosis of business issues, enhancement of employee engagement, and/or improvement of business performance.
• HR Data Management
• Verify the accuracy and completeness of HR data provided and enter into HR information systems, following defined procedures.
• Leadership and Direction
• Explain the local action plan to support team members in their understanding of what needs to be done and how this relates to the broader business plan and the organization's strategy, mission and vision; motivate people to achieve local business goals.
• Performance Management
• Respond to personal objectives and use performance management systems to improve personal performance. Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.
• Organizational Capability Building
• Provide coaching to team members to develop their skills.
• Personal Capability Building
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Education

• Bachelor's Degree: Human Resources Management (Required)

Experience

• Experience  enables job holder to deal with the majority of situations and to advise others (Over 3 years to 6 years).

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Job Purpose

• As a Financial Advisor at TIH Advisory, you will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions. We are seeking motivated professionals with a proven track record in financial advisory services, as well as recent graduates with a passion for finance and a drive to succeed.

Responsibilities

• Conduct thorough financial needs analysis for clients to understand their goals and objectives.
• Develop and implement customised financial plans to meet clients short and long term goals .
• Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
• Build and maintain strong relationships with clients through proactive communication and exceptional service.
• Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
• Collaborate with team members to achieve collective goals and contribute to the overall success of the organisation.

Education

• RE 5 (Essential); Bachelor's degree in Finance, Business Administration, or related field (for recent graduates). Preferred; Relevant certifications (e.g., CFP) preferred but not required.  (Required)

Experience

• Minimum 2 years of experience in financial advisory services (for experienced candidates); Proven track record of success in insurance sales and client relationship management; Strong understanding of insurance products and industry regulations; Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients; Demonstrated ability to work independently and collaboratively in a fast-paced environment

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Job Purpose

• Develop, create, and modify general computer applications software or specialised utility programs. Analyse user needs and develop software solutions. Design software or customise software for client use with the aim of optimizing operational efficiency. May analyse and design databases within an application area, working individually or coordinating database development as part of a team.

Responsibilities

• Application Software Development
• Develop existing applications and contribute to development of new applications by analyzing and identifying areas for modification and improvement. Develop new routine applications to meet customer requirements.
• Improvement / Innovation
• Identify shortcomings in existing processes, systems and procedures, and use established change management programs to address them.
• Applications Software Maintenance
• Monitor, identify, and correct straightforward software defects to maintain fully functioning applications software.
• Testing IT Performance
• Perform routine website/applications software tests and respond to call log process to monitor, diagnose, and correct performance issues.
• Information Security
• Implement required security measures such as data leaks, message encryption, monitoring performance to notify security experts of any problems.
• Personal Capability Building
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Continue to learn new languages/technologies.
• 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.
• Application Software Roadmap
• Maintain road map to facilitate application software development and ensure the development work is prioritized in line with business requirements.
• Customer Service
• Carry out a range of customer service activities, including handling customer cases and enquiries that are more complex or outside the norm.

Education

• Grade 12/ SAQA Accredited Equivalent (Essential); A recognised software development certification/degree/diploma (Essential)

Experience

• 3 or more years experience using relevant programming languages or technologies (Essential); Azure experience (Advantageous).