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  • Posted: Jan 16, 2025
    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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    Operations Consultant

    Job Purpose

    • Providing effective customer service with the purpose of retaining customers and building strong customer relationships. Focus on understanding customer needs and providing a fit for purpose solution whilst meeting various KPI's. Focus on growth of brand and process alternative solutions to meet customer needs.

    Responsibilities

    • Customer Service 
    • Respond professionally to client complaints and queries within agreed timeframes to ensure customer satisfaction and retention in all interactions, striving to achieve first contact resolution. Provide a quality service to customers, both via telephone and email.
    • Customer Needs Clarification 
    • Determine customer’s core need, in an effort to meet their expectations from a customer and product offering point of view. Conducting needs analyses to identify most appropriate product offerings (upselling). Accurately identify the origin and reason for policy cancellations and apply effective and relative retention strategies and tools in order to retain customers.
    •  Administration
    •  Effectively complete and keep up to date all required administration and accurately and comprehensively capture data of customer information across relative systems to safeguard against risk with a high degree of attention to detail and quality.
    • 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 when required from a supervisor or manager for any exceptions from mandatory procedure. Comply with service level agreements and internal procedures in order to ensure cohesive relationships and timeous service delivery.
    • 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 and KPI's.

    Personal Capability Building

    •  Keep abreast with current changes in internal policies and procedures. Develop 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

    • Matric / Grade 12/ SAQA Accredited Equivalent (Essential); Regulatory exam 5 (Advantageous)

    Experience

    • At least 2 years experience in a Service /Collections / Retentions environment.
    • Advantageous: Complaint handling.

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    Specialist Liability Underwriting Manager

    Job Purpose

    • Design, implement and manage a technical underwriting framework for the Specialist Liability division that fosters superior risk selection, streamlined processing, loss ratio management and underwriting profitability. Responsible for overseeing the operational support for the division.

    Responsibilities

    • Underwriting
    • Make authoritative decisions about technical or professional underwriting and business enhancement solutions that would significantly improve business performance. Introduce underwriting rules on the acceptance of business. Resolve escalated underwriting complaints and escalated underwriting opinions on claims. Build, maintain and improve risk acceptance and underwriting guidelines as well as business rules and oversee the implementation thereof in the operational environment. Manage delegation of underwriting authority.
    • Assist with certain responsibilities within specific projects that impact underwriting.
    • Product & Solution Development
    • Manage a medium-sized product development or specialist team. May also or alternatively be responsible for managing the definition, development and delivery of a significant product or service within the product development and engineering program, ensuring alignment with customer requirements.
    • Review and enhance Liability products accordingly (addressing gaps and competitively).
    • Undertake market opportunity assessment for Liabilities products and undertake comparative analysis on key competitors’ products.
    • Assist with  market comparison on all available information from our partners, the industry, and internally to ensure we are constantly reviewing our departmental processes, systems and protocols with a view to improve efficiencies.    Identify business opportunities; produce new ideas, approaches or insight; assist with implementation of any new products products or designs.
    • 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 Liability Products.
    • Assist with audits as and when required. 
    • Maintain consistency in criteria for risk acceptance thereof.
    • Underwriting Policy Development & Implementation
    • Develop functional and operational policies, and help develop policy frameworks for the Specialist Liabilities Department. Take responsibility for creating Specialist Liabilities policy and monitoring their implementation.
    • Monitor adherence to underwriting policy and set business rules.
    • Operational Compliance
    • Monitor and review performance and behaviors within area of responsibility to identify and resolve non-compliance with the organization's policies and relevant regulatory codes and codes of conduct.
    • 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 TCF principles.
    • Performance Management
    • Respond to personal objectives and use performance management systems to improve personal performance.   Monitor the performance of the team supporting the Specialist Liabilities Division; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality.
    • 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.
    • Stakeholder Engagement (Internal & External)
    • Develop stakeholder engagement through identifying stakeholders, finding out their needs/issues/concerns and reacting to these to support the communication of business information and decisions.
    • Establish and maintain interpersonal relationships by developing constructive working relationships. Effectively maintain and manage these relationships with service providers, colleagues and clients.
    • Organizational Capability Building
    • Use the organization's formal development framework to identify the team's individual development needs.

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential); Relevant Degree in Business Management/ BCom or equivalent (Essential); FAIS & RE5 (Essential); IISA or accreditation in Insurance or equivalent (Advantageous); Key Individual Accreditation (Advantageous); Diploma in Risk Management/Insurance or similar (Advantageous)

    Experience

    • 5 - 7 years experience in Specialist Liabilities underwriting (Essential); 5-7 years experience in Short-term insurance industry - general commercial underwriting experience (Advantageous);.

    go to method of application »

    Financial Accountant

    Job Purpose

    • Prepare, examine and analyse accounting records, financial statements and other financial reports to assess accuracy, completeness and conformance to reporting and procedural standards.

    Responsibilities

    • Financial Management and control
    • Prepare monthly and annual financial statements for management and auditing purposes. Ensure effective daily cash management of the company. Record asset transactions in respect of additions, disposals and transfers on a daily basis to ensure that transactions are allocated accurately in terms of amounts, VAT, description and account.
    • Financial Accounting Skills
    • Use full understanding of accruals accounting and the impact of entries on profit and loss account, the balance sheet and the cash flow statement. Compile complete, accurate and timely accounting records on a monthly basis. Prepare month end file with reconciliations and documentation to support the trial balance.
    • Financial Policies, Guidelines, and Protocols
    • Assist with the delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
    • Operational Compliance
    • Develop knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorisation from a supervisor or manager for any exceptions from mandatory procedure.
    • Data Collection & Analysis
    • Draw conclusions and assess impact from analysis and interpretation of financial data. Interpret the impact of unusual figures identified by analytical review.
    • Document Preparation
    • Prepare monthly and annual financial statements for management and auditing purposes. Prepare and submit monthly, quarterly and annual statutory returns.
    • Reporting
    • Extract and combine data to generate standard reports.
    • Customer Management
    • Establish and maintain professional relationships with internal  and external Auditors and business partners on a daily basis. Provide accurate information and respond and resolve enquiries to a satisfactory outcome.
    • Data Management
    • Generate monthly depreciation journal on the financial system. Record financial transactions on a daily basis into the applicable business systems to ensure the accuracy and completeness of information.
    • Improvement / Innovation
    • Implement improvements and provide feedback on them. Use change management systems and protocols to provide routine supportive services.
    • Leadership and Direction
    • Supervise a team performing routine work.

    Education

    • B.com degree (Financial accounting) or equivalent CA(SA) undergraduate qualification at a SAICA accredited university. Completed Honours degree (CA) (Essential)

    Experience

    • Completed articles experience essential  
    • 3 years post articles work experience in the Financial services industry (desirable )
    • (Over 3 years to 6 years). Experience of general supervision of more junior colleagues (7 to 12 months)
       

    Method of Application

    Use the link(s) below to apply on company website.

     

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