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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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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/ SAQA Accredited Equivalent/ FAIS and Regulatory Exam 5 qualification (Essential)
Experience
- 2-3 year telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous).
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Job Purpose
- Set up and implement Nimbis for business clients. Determine client business needs, build (configure) short-term insurance products and set up and configure existing business processes. Use extensive knowledge of the short-term insurance industry.
Responsibilities
Information and Business Advice
- Resolve complex queries from internal or external customers or suppliers by providing information on SOPs and self-help procedures, referring the most complex issues to others.
Customer Service
- Provide a quality service to customers. Responsibilities may include dealing with complex queries and investigating and resolving customer problems.
Client & Customer Management (Internal and External)
- Help manage all clients by carrying out standard activities and providing support to others.
Regulatory and Compliance Management
- Ensure regulatory compliance by regularly reviewing the product suite.
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.
Project Reporting and Review
- Contribute to project and program reporting and review by organising meetings and by preparing project and/or program papers (e.g., agendas, reports, and presentations).
Solutions Analysis
- Determining the clients needs via consultation, business analysis and targeted observations. Interpret data and identify possible answers. Involves navigating a wide variety of processes, procedures and precedents.
Personal Capability Building
- 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.
Education
- Matric / Grade 12/ SAQA Accredited (Essential); Insurance related Degree, Diploma, or Certification (Advantageous)
Experience
- 3 - 5 years short-term insurance underwriting experience (Essential); Data analysis experience (Advantageous); Administration role on any short-term insurance platform (Advantageous)
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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
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
- Analyse current performance inhibitors and find solutions to ensure business continuity.
- Provide themes, summary analyses, and recommendations for changes based on partner input., Develop and implement an established project management plan to achieve specific goals.
- Manage and drive all partner related projects to ensure all products adhere to business requirements., Develop and implement a relationship management plan for partner accounts to identify and build relationships with relevant decision makers and influencers within the partner organization and to enable effective two-way flow of information and resolution of issues., Develop and Maintain current partner relationships.
- Ensure that regular meetings are set with partners to provide information on performance and assist with general partner services.
- Ensure effective partner service delivery and satisfaction is achieved through investigation, feedback and resolution.
- Create reporting and ensure the accuracy of all partner related reports before presenting these to the relevant partners.
- Negotiate fee structure with partners as and when necessary., 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.
- Attend training interventions and apply training, initiative, and process changes.
- Take career development and performance management seriously. Look for ways to improve competence/results.
- Setting of own goals and working towards them. Continuous and constant improvement., Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
- Research the feasibility of new potential partners to enhance the current business offering.
- Continuously approach and obtain new potential partners to increase business revenue.
- Ensure that the right products are added to the portfolio to reach business planned targets by mining existing partnerships and onboarding new partners.,
- 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.,
- Manage ongoing relationships with identified partner verticals to ensure their needs are met.
- Leverage all available information from partners, the industry, and internally to ensure we are constantly reviewing departmental processes, systems, and protocols to improve efficiencies.
- Ensure that all partner’s products are updated, quoted correctly and queries are addressed and resolved timeously.
- Ensure continuous quality assurance in terms of product offering and partner service delivery through partner product testing on all relevant platforms.
- Ensure continuous communication with partners relating to outstanding items; go live dates, and dates of items to be removed.
- Manage and resolve all IT and system related queries with IT department & external partner IT department.
- Follow up internally on all outstanding items on the “to-do” list with the account administrator.
- Prioritize and manage product development tasks to ensure delivery and alignment.,
- Monitor and assess industry and market data and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed., Oversee legal agreements (Draft together with legal division.)
- Implement systems and procedures in line with best practice and ensure that these are clearly communicated, understood, and implemented with all relevant partners.,
- Play a key role in helping to achieve targets in areas such as revenue, marketing activities and conversion rates.
- Provide a quality service to partners while identifying opportunities to secure new partnerships or support retention of the partner. Responsibilities may include dealing with complex queries and investigating and resolving partner problems.
- Ensure that business objectives and personal delivery aligns to and meets the TSW principles.,
- Track progress against budgets within established finance systems and report variances to more senior colleagues.
- Oversee the partner financials in terms of invoicing, statements and payments.
- Ensure resolution of all financial related queries. Meet revenue targets.
Education
- School Grade 12 (Required)
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
- 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. May supervise computer programmers.
Responsibilities
Application Software Development
- Develop 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 in existing business practices, then suggest and implement improvements while developing and delivering projects or a work stream within the organisation's change management program. Involves working with guidance from senior colleagues.
Applications Software Maintenance
- Monitor, identify, and correct more complex software defects to maintain fully functioning applications software.
Testing IT Performance
- Perform website/applications software tests and respond to call log process to monitor, diagnose, and correct performance issues.
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.
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. Continue to learn new languages/technologies.
Organisational Capability Building
- Provide coaching to team members to develop their skills.
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 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.
Education
- Grade 12/ SAQA Accredited Equivalent (Essential); A recognised software development certification/degree/diploma (Essential)
Experience
- 5 or more years experience using relevant programming languages or technologies (Essential); Azure experience (Advantageous).
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Job Purpose
- Manage feature teams to transfer the project / product vision to design, development, and delivery. Guide the team through the product backlog toward building the right product considering the vision, planning and budgets of the business, customers or users resulting in the requested business value.
Responsibilities
Digital Vision and Strategy
- Collaborate on development of the digital road map and key strategic enablers, designing the workflow and business processes that allow new applications, products, and services to be rolled out quickly while ensuring that legacy applications and IT operations are maintained at optimal levels.
Stakeholder Management
- Plan and deliver stakeholder engagement activities to develop effective project working relationships and to ensure that stakeholder needs and concerns are identified and met.
Business Case Contribution
- Drive and developing business cases to quantify current costs, justify project investment, and identify the return on investment.
Product/Service Development
- Evaluate the feasibility/relevance of proposed solutions, working in cross-functional or agile teams to develop and deliver significant aspects of the development program.
Data-driven Product and Service Improvement
- Research data from digital product/service performance, customer behavior, and market trends to identify opportunities for product/service improvement.
Customer Needs/Experience Research
- Support customer and user research teams by performing customer analysis and market research using standardised techniques.
Project Management
- Independent management of medium to larger scale projects, with sole accountability to deliver project within defined quality and time-frames.
Improvement / Innovation
- Identify shortcomings in existing business practices, then suggest and implement improvements while developing and delivering projects or a work stream within the organisation's change management program.
Horizon Scanning
- Maintain understanding of current technology, competitors and market trends, database management, and/or programming practices through ongoing education, conference attendance, and reading industry press.
Education
- BCom Business or BSC Information Technology/Systems degree or similar (Essential); Product Owner certification (Advantageous); MBA (Advantageous); Hons (Advantageous) (Required)
Experience
- 1 to 3 years in a similar role (Essential)
- Experience in a similar role within the Financial Services Industry (Advantageous).
go to method of application »
Job Purpose
- Manage feature teams to transfer the project / product vision to design, development, and delivery. Guide the team through the product backlog toward building the right product considering the vision, planning and budgets of the business, customers or users resulting in the requested business value.
Responsibilities
Digital Vision and Strategy
- Collaborate on development of the digital road map and key strategic enablers, designing the workflow and business processes that allow new applications, products, and services to be rolled out quickly while ensuring that legacy applications and IT operations are maintained at optimal levels.
Stakeholder Management
- Plan and deliver stakeholder engagement activities to develop effective project working relationships and to ensure that stakeholder needs and concerns are identified and met.
Business Case Contribution
- Drive and developing business cases to quantify current costs, justify project investment, and identify the return on investment.
Product/Service Development
- Evaluate the feasibility/relevance of proposed solutions, working in cross-functional or agile teams to develop and deliver significant aspects of the development program.
Data-driven Product and Service Improvement
- Research data from digital product/service performance, customer behavior, and market trends to identify opportunities for product/service improvement.
Customer Needs/Experience Research
- Support customer and user research teams by performing customer analysis and market research using standardised techniques.
Project Management
- Independent management of medium to larger scale projects, with sole accountability to deliver project within defined quality and time-frames.
Improvement / Innovation
- Identify shortcomings in existing business practices, then suggest and implement improvements while developing and delivering projects or a work stream within the organisation's change management program.
Horizon Scanning
- Maintain understanding of current technology, competitors and market trends, database management, and/or programming practices through ongoing education, conference attendance, and reading industry press.
Education
- BCom Business or BSC Information Technology/Systems degree or similar (Essential); Product Owner certification (Advantageous); MBA (Advantageous); Hons (Advantageous) (Required)
Experience
- 1 to 3 years in a similar role (Essential)
- Experience in a similar role within the Financial Services Industry (Advantageous).
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Job Purpose
- Measure, analyse and interpret digital analytics and digital performance activities. Ensure data is accurate and significant and provide analysis and reporting on actionable insight to assist in the identification and implementation of specific solutions within the business.
Responsibilities
Data Collection & Analysis
- Analyse all digital metrics/performance (online quoting, claims and amendments
- including but not limited to: Dashboards, Google Analytics, Sales Funnels (GM,
- QlikView) etc. In order to make inferences for decision making.
Insights and Reporting
- Contribute to the design and creation of reporting strategies, templates, dashboards, scorecards, and metrics. Write detailed reports to identify, troubleshoot and interpret data patterns and trends. Translate those insights into actionable recommendations and present the reports and data to management.
- Oversee the maintenance and accuracy of the digital scorecard, ensuring relevant parties are accountable for their performance metrics. Identify trends
- and risk areas, and prepare monthly divisional reports to track progress and inform strategic decisions. Create detailed and actionable reports that summarise analysis findings and provide recommendations. Design and develop dashboards to provide real-time data insights and facilitate decision-making.
Data and Analytics Strategy
- Make recommendations to improve data and analytics systems and platforms, contributing to the continuous improvement and refinement of data and analytics strategy.
Data Management
- Use data management systems to deliver prescribed outcomes and perform implementation of AB tests. Work with the user researcher to test new developments and monitor the performance of digital changes.
Stakeholder Engagement
- Manage relationships with internal and external stakeholders to ensure consistent, accurate, aligned and valid data is available, i.e. Board Reporting and CEO Reports.
Continuous Improvement
- Continuously evaluate and improve data collection and analysis processes to enhance efficiency and accuracy. Keep abreast of the latest trends, tools, and
- best practices in data analytics and incorporate them into the workflow
Data-driven Product and Service Improvement
- Support data-driven analysis to identify opportunities for product/service improvement.
Compliance
- Ensure compliance with Data Privacy and Protection Guidelines. Deliver on TCF principles in alignment with regulatory requirements.
Education
- Grade 12/ SAQA Accredited Equivalent (Essential); Degree that is Business Related (Essential); Statistics or Analytics Related Degree/ Web Development/ CMS training (Advantageous) (Required)
Experience
- 1 to 3 years experience in a Digital role with a key focus on analytics (Essential)
Method of Application
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