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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Job Purpose
- To partner with operational heads, to ensure that financial information is reported in line with IFRS standards, company policy and business requirements. Provide commercial and financial oversight in supporting the operational heads, while monitoring performance to approved budgets. Maintain appropriate communication channels between finance and business
Responsibilities
Financial Management & Control
- Work within established systems to deliver prescribed outcomes for a designated area of financial control. Able to monitor and control expenditure. Able to interpret the impact of unusual figures identified by analytical review. Able to prepare budgets and forecasts in cooperation with senior managers.
Data Collection & Analysis
- Anomalies are identified and then investigated together with financial accountants to ensure processing is
- complete and accurate. If the investigation does not yield
- satisfactory results, the management accountant proceeds to investigate the source of data Analyse financial
- data, extracts and define relevant information. Interpret data for the purpose of determining past financial
- performance and forecast preparation by business unit and consolidation into personal lines.
Cost Accounting
- Conduct complex analyses of costs for a significant part of the business to identify variances, suggest efficiencies, and increase profitability. Perform ratio analysis as well as the interpretation of variances eg. surplus ratio, claims ratio, expenses ratio, and other cost accounting metrics.
Budgeting & Costing
- Deliver a budget for an area of the organisation or conduct complex analyses on budget progress in other areas of the organisation. Running staff lists to ensure each business unit / cost centres have the correct allocation. Budget system management. Assist heads with population of templates.
- Liaise between key stakeholders in order to ensure that the budget is accurate and follows logic.
- Provide instruction and answer questions relating to budget procedures. Identifies budget issues, provide alternative solutions, and resolve problems.
- Manage the various budget iterations between heads and exco expectations.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Insights and Reporting
- Prepare and coordinate the completion of various financial reports.
Personal Capability Building
- Keep abreast of laws and regulations that apply to this particular function or field of professional expertise, maintain up to date compliance.
Education
- Bachelor of Commerce, CIMA Qualification (Advantageous)
Experience
- Minimum 2 years’ Financial Management Accounting experience; 2 years’ Financial Services background (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
- Matric / Grade 12 or SAQA Accredited Equivalent (Essential); Regulatory Exam 5, dependent on DOFA date (Essential); Full 150 STI credits, dependent on DOFA date (Essential); CPD hours (Essential); Class of Business Certificate (Advantageous); Degree and/or diploma in business/marketing (Advantageous)
Experience
- 2-3 year telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous).
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 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
- Obtain and capture information from insured or designated persons for purpose of settling claim with insurance carrier. To assist with administrative amendments, provide information and insights on policies, additional benefits and up-sell products to the customer.
Responsibilities
Customer Management (External and Internal)
- Help manage customers by carrying out standard activities and provide solutions for first call resolution and completion of customer request and executed according to the required standard.
Customer Needs & Analysis
- 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.
Correspondence
- Use standard templates or emails to respond to routine requests.
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.
Administration
- Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. Provide best practice support to customers on the administration process requirements and other departmental systems, in line with claims policy, rules and SLAs.
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.
Work Scheduling and Operational Compliance
- Work according to an assigned schedule.
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
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Job Purpose
- Responsible for high quality software, governance and development standards and practices throughout the software development life cycle. Mentor and coach less experienced developers. Utilise knowledge of architectural patterns and practices. May analyse and design within an application area, working individually or coordinating development as part of a team. When required, design software or customise software for client use with the aim of optimising operational efficiency. Develop, create, and modify general computer applications software or specialised utility programs. Analyse user needs and develop software solutions. Review design and code changes and produce relevant technical and functional documentation.
Responsibilities
Technical 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 technical and architectural standards decided upon and provide technical leadership. Provide guidance to ensure the team delivers appropriate customer service levels at all times.
Organisational Capability Building
- Provide coaching to team members to develop their skills. Assist in identifying training needs as well as skills improvement plans needed to improve and develop the team's skills.
Data Collection and Analysis
- Use data from a wide range of sources to analyse key themes and identify possible impacts on the business.
Applications Software Review
- Review, identify, and correct the most complex software defects to maintain fully functioning applications software.
Information Security
- Implement and provide input on the design of required security measures such as data leaks, message encryption, monitoring performance to notify security experts of any problems.
Quality
- Play an important part in the development of quality procedures and standards by certifying technological processes, qualifying products and supervising tests.
- Responsible for high quality software, governance and development standards and practices throughout the software development life cycle.
Application Software Development
- Design, review and when required, guide development of the most complex existing and new applications by analysing and identifying areas for modification and improvement. Develop new applications to meet customer requirements.
Improvement / Innovation
- Identify shortcomings and suggest improvements to existing processes, systems and procedures, then delivers a plan for a small element of a change management program with guidance from a project/program manager.
Testing IT Performance
- Implement monitoring and ensure quality of website/applications software tests. Monitor, diagnose, and correct performance issues.
- Responsibilities may include dealing with complex queries and investigating and resolving system/application problems.
Personal Capability Building
- Act as subject matter expert in several areas of technology. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
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.
Application Software Roadmap
- Contribute to and maintain road map to facilitate application software development and ensure the development work is prioritised in line with business requirements.
Customer and Peer Service
- Provide a quality service to peers and customers while identifying opportunities to provide technical solutions and guidance.
Education
- Grade 12/ SAQA Accredited Equivalent (Essential); A recognised software development certification/degree/ diploma (Essential); Microsoft Certifications (Advantageous) (Required)
Experience
- 7 or more years' experience using relevant programming languages or technologies (Essential); Azure experience (Advantageous).
Method of Application
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