Imagine a world where people live healthier, more enhanced and protected lives… A world in which each organisation is a powerful influencer and responsible corporate citizen, committed to being a force for social good. As a leading innovator in healthcare, wellness, insurance, investments, financial and life planning, Discovery works ceaselessly to...
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Key Purpose
- Marketing of the Discovery Funeral policies, through strategic opportunity identification and relationship building and to provide financial advice to existing and prospective clients.
Areas of responsibility may include but not limited to
- Attend all meetings, seminars, training, and launches offered by Discovery Life and/or the Discovery Group.
- Identify and market appropriate funeral policies.
- Provide financial advice relating to funeral products to existing and prospective clients.
- Follow-up and follow-through to conclusion on all unpaid premiums to ensure business is retained.
Personal Attributes and Skills
- Strategic thinking
- Persuading and influencing
- Resilience and tenacity
- Sales and target driven
- Exceptional communication skills
- Opportunity and solution orientated
- Independent and highly adaptable to change
Education and Experience
- National Senior Certificate (Matric/Grade 12)
- Minimum 2 years Funeral sales experience
- Minimum 3 years within the Financial Services industry
- Industry related NQF 5 - 120 credits (Advantageous)
- RE accreditation (Advantageous)
Location
- Braamfontein
- Boksburg
- Pretoria
- Vereeniging
- Bloemfontein
- Cape Town
- Klerksdorp
- Gqeberha
- Pietermaritzburg
- Durban
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Key Purpose
- To perform a legal advisory function and deliver legal advisory services to the Employee Benefits and Invest business units on all legal aspects pertaining to the umbrella retirement funds, retail retirement funds, retail investments and group life insurance products.
- To perform a legal and regulatory oversight function with a key focus on advising business on the legal and regulatory framework, identifying, mitigating and managing legal risks, and advising business on implementing legislative requirements.
- To provide legal advice to the administrators of the Discovery retirement funds (Discovery Invest and Discovery Life), the Board of Trustees, and the Principal Officer of the Discovery retirement funds.
- To provide commentary on draft legislation relating to the financial services sector and to provide support to first line compliance team in the business with the analysis and implementation of promulgated legislation.
- Contribute to the leadership, management and strategic direction, professional expertise, operational delivery, and continuous improvement and development of the legal function.
Areas of responsibility may include but not limited to
- Conducting legal research and preparation of legal publications, legal updates, and guidance notes to business.
- Preparation of reports for board meetings of the various retirement funds.
- Providing oversight on the drafting of General and Special Rules for the Funds
- Providing legal oversight over the allocation of death benefits in terms of the Pension Funds Act and mentoring the service consultants and junior legal advisors in relation to the investigation of death claims and preparation of recommendations for resolutions of the Board of Trustees.
- Providing advice on regulatory compliance matters and identifying and mitigating risks associated with regulatory non-compliance.
- Pro-active analysis of legislation, regulatory updates and research on legal matters to ensure the best possible outcome for the various entities
- Responsible for external dispute resolution, including handling disputes referred to the ombudsman for long-term insurance, the Pension Funds Adjudicator, Financial Services Tribunal, and litigation in South African courts. This includes the preparation of written legal arguments, as well as instructing attorneys to deal with court proceedings brought against the various retirement funds and the business.
- Drafting and negotiation of contracts relating to collective investment schemes, retirement funds, and group risk schemes, including, custodian agreements, portfolio management agreements, agreements relating to setting up investment platforms, service level agreements, policy documents, etc.
- Represent Discovery at industry bodies as a member of the Legal and Technical Working Groups and fulfil assigned tasks relating to reviewing and commenting on legislation affecting retirement funds and presenting at industry seminars, where required.
- Oversight of the Fund processes and to act as liaison for submission of regulatory reports to the FSCA.
- Reviewing marketing material and providing legal oversight over the preparation of marketing material for Discovery Employee Benefits and Discovery Invest.
- Providing work leadership and mentoring to less experienced attorneys in the legal team.
- Submission of comments on proposed legislation issued by National Treasury in so as far as it relates to the retirement funds and insurance industries.
- Analyse legislation and its impact for business and assist business in implementing new legislation into business processes.
- Building and maintaining relationships within internal business units and the relevant Regulatory bodies
Personal Attributes
- Analytical and problem solving
- Communication Skills: able to communicate clearly both verbally and in writing.
- Customer Focus
- Interpersonal Savvy
- Innovation
- Integrity
- Attention to detail
- Planning, prioritising and organising
- Teamwork/Collaboration
- Stress Tolerance
- Analytical thinking
- Solution driven
Education and Experience
Essentials:
- Matric
- Bachelor of Laws qualification (Legal)
- Knowledge of Insurance legislation
- Knowledge of the Pension Funds Act and related legislation
- Knowledge of Income Tax legislation
- Knowledge of Financial Services legislation
- Knowledge of legislation for Collective Investment Scheme
Advantageous:
- Post graduate qualification in insurance and/or financial services
- Admitted attorney with litigation experience
- Minimum 8 years’ experience within the financial services industry dealing with employee benefits, investments and/or group risk
- Knowledge of Retirement Fund Compliance and Governance
- Experience in drafting of contracts and fund rules
- Experience in the application of the Policyholder Protection Rules and other insurance Law Provisions
- Experience with Group Risk Insurance cover
- Knowledge of the King IV Principles of Corporate Governance
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Key Purpose of the role
- The role involves policy and benefit reviews to identify client needs. The Financial Advisor will ensure that clients are always aware of product enhancements that may benefit their existing or new need. The Financial Advisor will always conduct financial needs analysis and or assess risk appetite before recommending changes to their existing product structure and or fund portfolios.
Job Category
- We are looking for a suitably experienced Financial Advisor to become part of our vibrant and dynamic sales team. This individual will consult with existing Discovery Life, Invest and Insure clients to offer them specialist advice on their current products, benefits and or fund selection. This role drives ongoing servicing of existing clients and as such is remunerated on a non-commissionable basis.
Key Responsibilities
Your tasks will typically involve:
- conducting in-depth reviews of clients' financial goals, from risk protection to wealth creation
- conducting a financial needs analysis and preparing proposals best suited to meet individual clients' requirements
- providing clients with information on new and existing products, benefits and services
- designing financial strategies
- assisting clients to make informed decisions
- reviewing and responding to clients changing needs and financial circumstances
- contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- Review client policies regularly to determine if adjustments are needed because of personal or financial changes
Personal Attributes and skills:
- Strong Customer focus
- Networking skills
- Proactive engagement
- Service orientated mind-set is critical
- Strong Planning and organisational skills
Qualifications and Experience:
Minimum
- Wealth management qualification with at least 120 credits
- RE5 qualification
- At a minimum 2 years’ experience as a Financial Advisor
Beneficial:
- Understanding of Financial Planning
- Knowledge of insurance (short-term, health, risk and investment industry)
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Key Purpose
- The FAIS Centre of Excellence is a compliance function within Group Compliance that provides compliance oversight and advice to Discovery FSPs, Key Individual and Representatives.
- The purpose of this role is to provide sound advice to FSPs, representatives and key individuals regarding legislation, regulation, industry standards, codes, guidelines and best practice protocols through compliance risk management principles, policies, processes and procedures.
Areas of responsibility
The successful candidate will be required, primarily, but not limited to:
- Advise management on implementing and maintaining an appropriate compliance framework which meets the compliance-related objectives of the business.
- Identify training and awareness needs.
- Build, develop and maintain strong cross-functional relationships with the key internal and external stakeholders to assess and anticipate emerging risk areas that involves the operations of key individuals, representatives, juristic representatives and franchises.
- Advising, representatives, juristic representatives and key individuals on suitable control frameworks to implement regulatory obligation Providing guidance into business processes, procedures and systems.
- Providing guidance into business processes, procedures and systems.
- Keep abreast of regulatory developments and changes in the financial services industry, with particular focus on FAIS and all subordinated legislation.
Conduct onsite visits at key individuals, representatives and juristic representative offices to perform the following:
- Client files reviews
- Office assessment looking at compliance operational processes and POPIA requirements.
- Presentation on compliance updates i.e. Regulatory updates, compliance exposures, complaints, regulatory deadlines.
Establish appropriate mechanisms to ensure effective oversight to:
- coordinate and drive compliance in the Distribution channel and assist management to implement or review compliance structures that will encourage a compliance culture.
- monitor and enforce effective control, governance and compliance standards.
- engage with key individuals, representatives, juristic representatives and franchises on any incidents and exposures and ensuring that these are dealt with in line with regulatory requirements.
- ensure policies, standards and frameworks are appropriate for the business.
- support the implementation of appropriate monitoring of compliance with regulatory requirements.
- provide comprehensive reports and feedback to senior management.
Managing regulatory changes:
- analyse changes and evaluate the impact on business and communicate to business.
- providing guidance and support to business on the implementation of new and amended regulatory requirements.
- ensure timeous implementation of new and amended regulatory requirements.
- engage with business to draft comments on proposed legislation and amendments to Regulation.
- Manage ad hoc projects as may reasonably be assigned by management in line with regulatory and business needs.
Education and Experience
- 2 years’ of working experience in a financial services compliance role
- Relevant tertiary education
- Recognised compliance qualification from accredited institution
- Member of CISA, FPI would be advantageous.
Skills and Personal Attributes
- Knowledge of local (South African) legislation relating to financial services and able to interpret and apply legislation, including, but not limited to the following: FAIS, Protection of Personal Information Act, Insurance Act.
- Understanding of Compliance methodology, working knowledge of all elements comprising.
- Efficient time management skills, including quick turnaround time on quality work.
- Problem solving skills and conflict-management of situations in a constructive and professional manner.
- Ability to make rational judgements from the available information and analysis and provide considered and consistent advice.
- Communication, reporting and presentation skills.
- Ability to work as a team, understand the impact of decisions and be confident enough to raise concerns within the team and to senior management.
- Research ability and attention to detail.
- Detailed expertise in the operation and governance requirements of FSPs.
- Develop an effective network with business representatives and to build the necessary trust relationship with business representatives.
- Writes in a well-structured and logical way – must have ability to write and review compliance policies and draft compliance guidance notes and reports with detail required to inform the business of regulatory requirements and potential impacts.
- Able to work well under pressure.
- Efficient time management skills, including quick turnaround time on quality work.
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Job Purpose
- The successful candidate will be responsible for overseeing audits inside Discovery and providing feedback on the outcome. The successful candidate must have a drive, sense of urgency and work flexibility.
Principal Accountabilities
- Responsible for a set of audits from planning to reporting, with a key involvement in reviewing work from direct reports or of individuals below a manager’s level.
- Review of Letter of Engagement, Audit Planning Memorandum (APM), CAATs Manual for allocated audits.
- Responsible for risk-based audit planning in respect of assigned Discovery companies, business units or enterprise-wide entities.
- Determine resourcing requirements to achieve the audit plan and motivate changes in resource capacity to the CAE, when necessary.
- Responsible for the implementation of the Internal Audit plan with regards to assigned companies / areas.
- Required to respond to queries from all stakeholders within assigned areas.
Assisting with the Strategic Direction of GIA:
- New initiatives.
- Positioning the role of GIA with Business.
- Facilitating information sharing between staff in the division and with other divisions within GIA.
- Assist with effective and efficient management and control of the day-to-day affairs of GIA.
- Scheduling and planning of audits, assignment of staff and review resource requirements.
- Defining the purpose, scope, and audit approach of each audit for assigned areas of audit coverage.
- Monitoring the quality of work performed by the audit team and taking corrective action (where applicable).
- Provide training and supervision ensuring audit objectives and practical coverage.
- Monitor progress of audits against plan.
- Track progress /changes in business risks and align audit plan.
- Request feedback from management and escalate cases when necessary.
- Required to deliver quality audit files (Pentana or other).
- Follow up on outstanding audit issues and management actions.
- Escalate where management has taken insufficient action in terms of the GIA Escalation Procedure.
- Preparation, submission, and presentation of follow-up progress reports at risk and/or audit committees.
- Day-to-day management of the assigned audit staff members and / or consultants / contractors.
- Responsible for administrative responsibilities which include training, leave management, performance management, budget compilation, labour relations and succession planning.
- Determine personal development plans and training needs, as well as implementing career path plans.
- Manage staff productivity by means of timesheets and cost recovery from auditees.
- Manage and coach direct reports.
- Review feedback from management on performance of auditors.
- Completion of mini appraisals.
- Issuing of engagement letters
- Review of draft observations and forwarding these to business for comment
- Review final draft report, obtain sign off by Business and forward to CAE for final distribution.
- Assisting with the preparation and submission of Risk and Audit committee reports / packs.
- Attending Audit and Risk Committee meetings, as and when required.
- Assist in periodic reporting on the status and results of the annual audit plan and the sufficiency of department resources.
- Ad-hoc reporting
Education; Knowledge and Experience
- B Degree or equivalent (and relevant) qualification.
- Honours / Masters (with Computer Science / Computer Auditing / Information Systems / Auditing / Data Science as majors)
- CISA / CIA (one or more of the afore mentioned are advisable)
- SQL (or data analytics equivalent) certification
- Experience using CAATS tools such as SQL or Alteryx.
- Experience building within SSRS and SSIS.
- Experience in data auditing/process auditing through data analytics.
- Management/Review of work of medium teams (4 to 5 members).
The following would be an advantage:
- Internal Controls.
- Experience in conducting financial, operational or IT audits (IT General Controls or Application Controls).
- Experience working with PL/SQL language.
- Financial Services experience.
- Minimum of 4 years’ experience in a managerial position
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Key Purpose of the role
- The position is responsible for the day to day administration and managing a small team within Umbrella Fund Operations, within the Retirement Funds business unit. This is a core administration function and the incumbent would be required to holistically manage and control a portfolio of different Retirement Fund disciplines, for example monthly contribution, claim, investment option, individual transfer in, section 14, section 28 processes. The incumbent must ensure that processes and procedures are implemented, maintained and improved. The incumbent needs to ensure operational activity is conducted within regulatory frameworks, accurately, effectively and efficiently. The incumbent must ensure that he/she has the knowledge, skills, tools and competencies required to perform the required job within service level agreements. The incumbent must have an appetite to be part of a growing new business unit, continuous improvement, able to adapt to change easily and play a roll in change management within the team, challenge the status quo, inspire and motivate others. The incumbent will continually review existing processes and procedures in order to ensure the delivery of committed services to the Umbrella Funds Clients.
Areas of responsibility may include but not limited to
- Processing of all daily and monthly transactional activity within agree service levels.
- Performing QA function for document verification where necessary.
- Ensure that day to day administration is accurate, compliant and abreast with regulatory frameworks such as, Pension Funds Act, Tax Act, Rules of the Discovery Life Umbrella Pension and Provident Funds, Participating employer special rules. Ensures delivery of key operational attributes such as data completeness and data quality.
- Dealing with queries from internal stakeholders, communicate effectively with clients to resolve queries and escalations, ensure client expectations are met.
- Dealing with the Human Resources function for staff managed. Ensure others are trained on the processes and systems. Provides staff with clear direction. Sets appropriate standards of behaviour and outputs. Delegates work appropriately and fairly. Motivates and empowers others.
- Prepare management and client report for submission to superiors.
- Dealing with escalated calls or queries from internal stakeholders, communicate effectively with clients to resolve queries and escalations, ensure client expectations are met.
- Develop and maintain excellent business relations with internal and external brokers.
- Managing projects.
- The incumbent is the Subject Matter Expert in Retirement Fund areas under management. Produces new ideas, approaches or insights. Produces range of solutions to problems and do root cause analysis. Effective decision-making by “out of the box” thinking and weighing up risks involved.
Personal Attributes and Skills
The successful candidate must demonstrate the following competencies:
- Communication Skills: able to communicate clearly both verbally and in writing.
- Reporting Skills: ability to consolidate information and compile reports reflecting the necessary relevant information
- Ability to communicate logically and objectively is essential components of this role.
- Attention to detail
- Very organised
- Conflict Management
- Expresses opinions, information and key points of an argument clearly.
- Probes for further information or greater understanding of a problem.
- Relates well to people at all levels.
Education and Experience
- Matric - essential
- 5 years Employee Benefits , Retirement Funds, Umbrella Fund experience – Essential
- 3 - 5 years’ experience in a supervisory role- Essential
- NQF level 6 or similar is advantageous
- Relevant Industry Qualifications – Wealth Management, Introduction to Retirement Funds – Advantageous
- MS Office – Advanced Excel Skills, Retirement Fund and Umbrella Fund operations, Accounting, Investments,
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Key Purpose
- To build on our current telematics reporting platform and enhance the features running with technical projects from end to end including design and implementation of the solutions. You will also be required to analyse large amounts of data to find key business value and insights.
Areas of responsibility may include but are not limited to
- Develop and manage BI dashboards and reports to monitor our telematics systems’ performance and operational metrics.
- Extract, analyse, and interpret complex engineering, software development, and operational data to support decision-making.
- Collaborate with software developers and DevOps teams to develop and optimize data pipelines and automated reporting.
- Ensure data security, integrity, accuracy, and accessibility for cross-functional teams.
- Run with technical telematics projects from end to end
- Work in a team environment
- Communicate effectively and manage technical telematics supplier teams
- Perform root cause analysis on malfunctioning systems
Skills
- Drive to learn new skills and concepts
- Ability to manage multiple projects simultaneously
- Strong problem-solving skills and data-driven mindset
- Strategic thinking with a keen ability to translate business needs into data insights and actionable plans
Education and Experience
Education:
- Matric
- BSc Engineering qualification
- AWS Certification - Advantageous
- MSc - Advantageous
Minimum Experience:
- 3+ years of experience in business intelligence and data analytics within an engineering or technology driven industry.
- Strong technical project management skills with experience leading data-driven projects.
- Understanding of software engineering principles and best coding practices.
- Proficiency in QuickSight (AWS), Power BI, Tableau, SQL, Python (Pandas, Numpy), or similar data analytics tools.
- Solid knowledge of relational and non-relational databases.
- Hands-on experience with ETL processes, database management, and cloud-based analytics platforms.
- Familiarity with cloud environments such as AWS, Azure, or Google Cloud, including CI/CD integration.
- Experience with version control systems (Git) and automated deployment strategies.
- Familiarity with Unix/Linux - Advantageous
- AI and software disciplines - Advantageous
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Key Purpose
- To effectively and efficiently manage and grow relationships between Discovery CEB and all stakeholders e.g. Brokers as well as servicing department (Admin), Quotes, Accounts, Claims and Underwriting, Franchises, Brokers Consultants and clients e.g. brokers, employers and members. Also to ensure that quality service is delivered to these Stakeholders. To be present in the broker’s office to promote and protect Discovery’s retirement fund business.
Areas of responsibility may include but not limited to
- The Service Consultant needs to establish, grow and maintain relationships with CEB clients.
- When problems occur, the Service Consultant needs to find the best possible solution to ensure that the problem is solved as efficiently and effectively as possible, aligned to business practices while ensuring that the least amount of damage is done to the relationships of the parties involved.
- SC to be able to prepare Agenda pack and minutes for client meetings.
- SC to ensure meetings are arranged with all brokers and employers where applicable during the course of the year.
- SC to meet with the new business team to address any queries on their portfolios as and when necessary, before new business meetings are arranged with clients directly.
- SC to arrange meeting or courtesy call to ensure escalation is addressed with the irrespective clients.
- SC to present Installation and conduct an onboarding meeting - explain documents, SLA’s as well as roles and responsibilities to broker and employer.
- Present admin changes - explain documents, rate change, issue minutes and processes.
- SC to monitor or communicate progress / feedback or resolution regarding query to client / broker.
- SC to present and review admin reports for broker and trustee meetings
- SC assist broker and employer client with web functionality and drive usage
- Represent the retirement fund business and address all gaps and concerns relating to the business
Personal Attributes
- Leading and Supervising
- Planning & Organizing skills
- Working with People - Communication
- Persuading and Influencing
- Adhering to Principles and Values – Self management
- Delivering Results and Meeting Customer Expectations
- Coping with Pressure and Setbacks
- Relating and Networking
- Teamwork and analytical skills
- Communication
- Problem solving
- Initiative and enterprise
- Learning
- Technology
Education and Experience
- Relevant Industry Qualifications
- Wealth Management / Financial Planning/ NQF level 5 or similar is advantageous as a minimum
- 5 – 7 years Employee Benefits, Retirement Funds, Umbrella Fund experience – Essential
- MS Office – Advanced Excel Skills, Retirement Fund and Umbrella Fund operations, Accounting, Investments,
- Full compliance and legislative universe relating to employee benefits, FAIS and Umbrella Funds.
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Key Purpose of the role
- The vacancy is for an instructional design role within the Discovery Employee Benefits – Group Risk business unit. The role requires the Instructional Designer to develop learning material according to best practice and high-quality standards. The role will also involve constant evaluation of the learning cycle and regular updating of material.
Areas of responsibility may include but not limited to
- Consult with stakeholders across business areas to establish mutually beneficial relationships
- Subsequent structuring and development of learning content.
- Maintaining and adhering to controls throughout the training development process such as version control, quality control etc.
- Maintaining currency of knowledge in the areas specific to learning and development, including but not limited to learning technologies, learning concepts and national qualifications
- Support of eLearning clients to resolve functionality issues and liaising with LMS supplier on platform stability
- Design and develop learning material for online and classroom learning interventions
- Consulting with business areas to agree on reasonable and achievable deadlines
- Train and provide guidance to the facilitators to ensure that learning outcomes are achieved through effective presentation of material
- The incumbent must have the ability to develop material based on technical product information and specification
- The incumbent must have knowledge of Employee Benefits (Retirement Fund and Group Risk)
Personal Attributes and Skills
The successful candidate must demonstrate the following competencies:
- Communication Skills: able to communicate clearly both verbally and in writing.
- Reporting Skills: ability to consolidate information and compile reports reflecting the necessary relevant information
- Ability to communicate logically and objectively is essential components of this role.
- Attention to detail
- Very organised
- Conflict Management
- Expresses opinions, information, and key points of an argument clearly.
- Probes for further information or greater understanding of a problem.
- Relates well to people at all levels.
Education, Skills and Experience
- Education & Training qualification, specifically Design & Development
- Minimum 3 years’ instructional design experience
- Employee Benefit, Retirement Fund knowledge - advantageous
- 1-2 years’ experience in Employee Benefits – advantageous
- Adobe Suite/Photoshop/Illustrator/InDesign/ Premiere-Pro – intermediate level
- Articulate 360 - advance
- Learning Management System (SAP)
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Key Purpose
- To effectively lead a team of people who are responsible for all financial reporting as well as actioning processes, procedures and financial controls within the business. To run with all month end & year end reporting of Discovery Insure as well as ensuring that all regulatory returns are submitted timeously. To further ensure effective financial controls are implemented across the business i.e. budgets, financial reporting and cost control.
Areas of responsibility may include but are not limited to
Product Control
- Responsible for the end-to-end accounting processes and internal controls for all Discovery Insure products from product source systems to the financial ledger
- Active participation in the product development steering committee
Accounting Control
- Review and approval of all journals
- Review and approval of all reconciliations
- Manage the month-end close process and collaborate with the actuarial team for accurate financial reports
- Review and approval of all tax computations and returns (Income Tax and VAT)
- Provide supplementary finance data to internal and external stakeholders for regulatory and statutory reporting requirements
Financial Reporting and Analytics
- Preparation of IFRS compliant financial statements and notes
- Analytical analysis of IFRS results, accounting notes and reportable segment
Technical Accounting
- GAAP and IFRS compliance, training and advise
- Regulatory and statutory compliance, training and advise
- Income tax and VAT compliance, training and advise
- Reinsurance accounting compliance, training and advise
- Collaborate with group finance for advice on financial implications of business activities
Governance and Control
- Balance sheet control and analytical review
- Conformance testing: Standard operating procedures, internal controls, systems, automated and manual journals, income statement and balance sheet reconciliations
- Tracking all risk, governance, internal and external audit findings to closure
- Ongoing review of existing processes to identify and deliver improvement plans
Technology Enablement
- Set up Onestream Load packs that link to underlying management account workings
- Automation of manual and time-consuming processes
Financial Planning and Analysis
- Finance assistance on new initiatives and products: proof of concept, due diligence, valuations, market research and competitor analysis
- Assess viability of all live strategic initiatives against commercials and the J-curve
- Preparation of budgets and forecasts and providing insightful commentary vs actual results
- Assist with the preparation of audit committee packs and CFO reports
- Handle ad-hoc financial reporting tasks
People Leadership and Management
- Provide leadership and direction to the finance team
- Lead by example in demonstrating the organisation’s desired values and culture
Knowledge and Skills
- Strong financial reporting and accounting skills
- Insightful at analytical review, results analysis and results commentary
- Experience in implementations of financial systems and improving of financial processes an advantage
- Understanding the impact of insurance finance systems, processes, people and technologies have an impact on the business
- Demonstratable skills in successfully leading and influencing people
Personal Attributes
- Ability to pay attention to detail but also see the bigger picture
- Lead and build a team culture of excellence
- Good time management and organisational skills
- Ability to work effectively under pressure
- Improvement mindset
- Manage complexity
- Manage change
- Ability to delegate
- Dependability
- Business acumen and insights
Education and Experience
Education:
- Matric (Essential)
- CA (SA)
Minimum Experience:
- At least 3 years post articles experience
- At least 2 years in successfully leading a team
- Experience within the insurance industry with a strong understanding of IFRS 17
- Consolidations experience will be an added advantage
- HFM and/or OneStream experience will be an added advantage
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Job Purpose
Key Outputs may include but are not limited to:
- Manage, motivate, train and mentor culinary staff to meet and exceed food preparation standards and maintain consistency
- Actively involved in menu development and accurate costing of dishes prepared
- Ensure that products meet the company appearance and quality standard
- Provide direction to staff for daily tasks
- Display exceptional leadership by providing a positive working environment, counselling employees, and demonstrating a committed approach.
- Responsible for the hiring, disciplining and performance reviews of personnel within the catering facility
- Advocate sound business decisions, demonstrates honesty and integrity and leads by example
- Ensure staff development and performance management
- Discuss daily food costs reports with key kitchen and F&B team
- Review weekly and monthly forecasts and budgets
- Train chefs on fundamentals of cooking and excellent healthy displayed and plated presentations
- Perform additional duties when and as requested by the conferencing area
- To assist in the kitchen or other areas within the catering facility if and when required
- Maintain quality levels of receiving, storages and production
- Ensure proper equipment operation and maintenance as well as cleaning of equipment to proper safety and hygienic standards
- Ensure kitchen employees maintain required food handling and sanitation certifications
- Interaction with conferencing employees to obtain feedback on food quality, presentation, taste and service levels
- Recognize and negotiate superior quality
- Supervise the regen kitchens output for the execs with the Head chef
- Identify culinary techniques and keeping up with industry trends
- Developing food and beverage experience in line with business units and company directives
- Oversee the financial controls and report to management as required
- Ensure correct uniforms are worn, kept clean and presentable in adherence of hygiene and safety protocol
- Attend meetings and training courses as required
- Always observe company rules and regulation
- To carry out any other reasonable instructions or requests when necessary.
- Time frames are within reasonable standards of the Forum
- Sound product knowledge.
- Able to aid with menu guidance to front-of-house team members.
- Nil products out of stock, par levels of all menu items maintained.
- Treats all patrons and colleagues from all cultural groups and backgrounds with respect.
- Responds to on-the-spot customer complaints and manages and rectifies issues within scope of authority
- Input into weekly meeting agenda
- Provides regular feedback to Managers that will improve efficiencies of the department.
Job / Role Requirements
Work Experience
- Required :5 years
- Preferred (would be advantageous) :Client, business & financial management.
Education / Qualifications / accreditations with Professional Body
- Required:Catering qualification
- Preferred (would be advantageous):City and guilds culinary qualification.
- Professional Registration: International Diploma in Culinary arts.
Technical Skills or Knowledge
- Required:Management, financial and operations and systems.
- Preferred (would be advantageous):Excel and accounts
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The purpose of this role in the FAIS Centre of Excellence is to provide administrative support to the compliance department and business as well as creating and maintaining the Representative Registers for all Discovery FSP’s.
Key Outputs / Job Responsibilities may include but are not limited to:
- Conducting Pre-Employment for representatives
- Compiling Viabilities for representatives after all required documentation has been received
- Analysing feedback received for Credit, Criminal, Sequestration, Qualification, World Sanction, Trust Index, Raptor, Debarment, Paradigm, CMS and FSCA checks
- Liaising with various external vendors regarding Credit / Qualification checks (MIE & FSCA)
- Communicating to business and provide feedback on Pre-Employment
- Attending to general queries and provide feedback to business
- Adding of representatives at the FSCA and on Digiboard (Onboarding)
- Removing of representatives at the FSCA and Digiboard (Resignations)
- Adding and removing of categories on Digiboard and at the FSCA
- Requesting to open/close/suspend commission code for Reps according to registrations at FSCA
- Checking and processing Supervision Sign offs
- Supervision updates
- Analysis and updating of all competency requirements on representatives
- Conduct investigations related to representatives’ profiles and provide feedback to Business
- Transfers
- Personal updates
- Updating of CMS accreditation
- Send and follow up exemption applications to the FSCA
- Ensure information and documentation on Digiboard is updated including debarment notifications, annual attestations etc
- Manage and maintain work pool to prevent cases from going out of SLA
Job / Role Requirements
Work Experience
- Required:Working experience in a financial services compliance role and understanding of legislation is preferable
Education / Qualifications / Accreditations with Professional Body
- Required:Law Degree
- Preferred (would be advantageous):RE 5
Technical Skills or Knowledge
- Gained through formal/informal education or experience and involves the application of techniques or methodologies. Define the level of skill required for the role
Required
Skills
- *Level: Basic, Intermediate, Advanced, Expert
- Strong listening and communication skills
- Work independently and as part of a team when required
- Support management in achievement of team objectives as well as the Centre of Excellence’s objectives
- Efficient time management skills, including quick turnaround time on work
- Attention to detail
- Knowledge of Business Procedures, Rules, Processes and Controls
- Accountability
- Pro-active
- Problem solving
- Discerning
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Key Purpose
- The position is responsible for the day-to-day administration within Umbrella Fund Operations, within the Retirement Funds business unit. This is a core administration function and the incumbent would be required to holistically manage and control a portfolio of different Retirement Fund disciplines, for example monthly contribution, claim, investment option, individual transfer in, section 14, section 28 processes. The incumbent must ensure that processes and procedures are implemented, maintained and improved. The incumbent needs to ensure operational activity is conducted within regulatory frameworks, accurately, effectively and efficiently. The incumbent must ensure that he/she has the knowledge, skills, tools and competencies required to perform the required job within service level agreements. The incumbent must have an appetite to be part of a growing new business unit, continuous improvement, able to adapt to change easily and play a role in change management within the team, challenge the status quo, inspire and motivate others. The incumbent will continually review existing processes and procedures in order to ensure the delivery of committed services to the Umbrella Funds Clients.
Areas of responsibility may include but not limited to
- Processing of all daily and monthly transactional activity within agree service levels.
- Performing QA function for document verification where necessary.
- Ensure that day to day administration is accurate, compliant and abreast with regulatory frameworks such as, Pension Funds Act, Tax Act, Rules of the Discovery Life Umbrella Pension and Provident Funds, Participating employer special rules.
- Ensures delivery of key operational attributes such as data completeness and data quality.
- Dealing with queries from internal stakeholders, communicate effectively with clients to resolve queries and escalations, ensure client expectations are met.
- Prepare management and client report for submission to superiors.
- Dealing with escalated calls or queries from internal stakeholders, communicate effectively with clients to resolve queries and escalations, ensure client expectations are met.
- Develop and maintain excellent business relations with internal and external brokers.
- Assistance to the Team Manager to ensure effective managing of projects.
- The incumbent is the Subject Matter Expert in Retirement Fund areas under management. Produces new ideas, approaches or insights. Produces range of solutions to problems and do root cause analysis. Effective decision-making by “out of the box” thinking and weighing up risks involved.
Personal Attributes
- Leading and Supervising
- Planning & Organizing skills
- Working with People - Communication
- Persuading and Influencing
- Adhering to Principles and Values – Self management
- Delivering Results and Meeting Customer Expectations
- Coping with Pressure and Setbacks
- Relating and Networking
- Team work and analytical skills
- Communication
- Problem solving
- Initiative and enterprise
- Learning
- Technology
Education and Experience
- Matric-essential and further studies are advantageous.
- Telephone etiquette, detail orientated and self-driven. Customer centric focus to be evident.
- MS Office- Advanced Excel skills, Accounting, operational processes and process mapping. Employee Benefits including Group Risk claim operations.
- Knowledgeable on Compass; Paradigm (internal)
- 3 – 5 years claims experience in the long-term insurance industry. Pension and Provident Fund experience is advantageous
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Job Purpose
- To lead, guide and coach a multidisciplinary team of permanent and independent contractors to excellence in service, quality and delivery through the Discovery Service Standards.
Principle Accountabilities
- Ensure that business objectives are achieved and maintained (TWT, MBR,)
- Responsible for managing performance of permanent staff and independent contractors
- Relationship building with internal and external stakeholders to achieve objectives
- Drive results and solutions through the team and actively identify opportunities to integrate new innovation or changes to improve operational efficiencies.
- Compile business reports for internal and external stakeholders and maintain/update dashboards.
- Manage and resolve internal and external queries and escalations
- Ensuring the area’s compliance in line with ISO 9001-2008 standard and maintain all standard operating procedures
- Ensuring overall competence of staff through appropriate training, and skills development
- Attend key forums with internal and external stakeholders
- Ensure Standard Operating Procedures and Playbooks are up to date and fit for purpose.
Essential Education / qualification requirements:
- Matric
- Clinical qualification
- Completed business-related tertiary qualification at NQF 6 or higher (Advantageous)
Essential Knowledge requirements:
- Working knowledge of MS Office suite
- Working knowledge of Discovery Health products
- SharePoint
Advantageous:
- Project management
- Power BI
- Power Automate
Essential Experience requirements:
- At least 1-2 years’ experience in a customer services environment
- At least 1 year leadership experience within an operations environment
- Experience in data handling and statistics
- Experience in relationship management
Advantageous:
- Project management experience
- Experience in corporate and or executive wellness
- Relationship management with external clients
Skills requirements
- Assertiveness and strong communications sills (verbal and written)
- Leadership skills
- Attention to detail
- Time Management
- Results driven
- Deadline driven
- Ability to handle multiple work items simultaneously
- Working under pressure
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Key Purpose
- The key purpose is to support the risk management function in the Life and Invest business by delivering against and facilitating the risk management programme and activities.
Areas of responsibility may include but not limited to
- Consistent, on time delivery of the risk reporting requirements for the Life and Invest business
- Stakeholder management - ensuring the accurate reporting of risk exposures within the various business functional units through regular formal engagement with management
- Managing the risk profiles of the Life and Invest businesses to ensure the information on the profiles is up-to-date, relevant and an accurate representation of the business environment
- Performing risk assessments as required by the risk management plan
- Supporting the Head of Risk in delivering on the Risk Management plan for the Life licence businesses
- Providing technical risk management support in business meetings, and risk reviews
- Promoting a strong risk management culture within the business through engagement, challenge of risk information
- Supporting and guiding junior staff
Education and Experience
Essential:
- Matric
- BCom, BSc (Risk Management or Finance) from an accredited institution
- 3 years’ work experience in a risk management or related position
Advantageous:
- Risk Management degree
- 3 years’ work experience as a Risk Analyst or Risk Manager
Technical Skills and Knowledge
Essential:
- Understanding of relevant regulations and compliance requirements applicable to the SA financial sector
- Strong analytical and communication skills
- Ability to manage projects related to risk assessment, mitigation, and compliance
- At least 4 years of insurance and/ or investment platform experience
Advantageous:
- Familiarity with risk management frameworks such as COSO, ISO 31000, or NIST
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About the role
- The Employee Experience and Effectiveness Consultant plays a key role within the Centre of Expertise for Organisational Effectiveness and Experience. The role supports the design, development, and delivery of initiatives that enhance organisational performance and employee experience across the organisation. This includes contributing to organisational development and design efforts, supporting leadership strategy, and advancing employee wellbeing and engagement.
- The consultant is responsible for gathering and analysing employee insights, supporting the development of evidence-based interventions, and ensuring that diversity, equity, and inclusion are embedded in all aspects of the work. The role also requires staying abreast of the latest research and trends in organisational behaviour, employee experience, and effectiveness, and applying this knowledge to identify opportunities and risks within the organisation’s context.
- Working collaboratively with HR colleagues and business stakeholders, the consultant will contribute to the development of frameworks, tools, and strategies that support a high-performing, inclusive, and engaging workplace culture.
Areas of responsibility may include but not limited to
- Support the design and delivery of organisational development and design initiatives.
- Contribute to the development and execution of employee experience and wellbeing strategies.
- Assist in the implementation of leadership development frameworks and interventions.
- Conduct employee listening activities, including surveys, focus groups, and sentiment analysis.
- Analyse qualitative and quantitative data to generate actionable insights.
- Create compelling presentations and reports using advanced PowerPoint skills.
- Collaborate with cross-functional teams to support change and transformation initiatives.
- Integrate diversity, equity, and inclusion principles into all employee experience and organisational effectiveness initiatives.
- Stay up to date with the latest research and trends in organisational behaviour, employee experience, and effectiveness, and extract relevant opportunities and risks for our organisation.
- Translate academic and industry research into practical insights and recommendations for internal stakeholders.
- Design and build toolkits that enable the organisation to more effectively and efficiently deliver the optimum employee experience.
Role Specific Behaviours
- Drives engagements
- Organizational savvy
- Situational adaptability
Education and Experience
Essential:
- A degree in Human Resources, Organisational Psychology, Occupational Psychology, Business, or a related field. We also welcome applicants from other disciplines who bring relevant capabilities.
- Strong analytical and problem-solving skills with the ability to interpret data and translate it into meaningful insights.
- Proficiency in Microsoft PowerPoint with the ability to create visually engaging and informative presentations.
- Excellent communication and consulting skills, with the ability to build relationships and influence stakeholders.
- A curious mindset and a passion for improving the employee experience and organisational effectiveness.
Advantageous:
- Experience in management consulting
- Experience or strong interest in employee listening, engagement, and experience design.
- A demonstrated commitment to fostering inclusive environments and advancing diversity in the workplace.
- Registered Industrial Psychologist
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Job Purpose
- The purpose of the Skills Development Specialist role is to develop and implement a Skills Development strategy for Discovery and its business units, aligned to business objectives, the skills and capability agenda, as well as the BBBEE Transformation Plan. The role is also responsible for ensuring Discovery’s regulatory compliance as it pertains to Skills Development while facilitating the development of and drive the implementation of Discovery’s Skills Development Strategy. To consult the organization as an expert resource on Skills Development requirements, ensuring organizational compliance and maximising Skills Development financial value for Discovery.
- The Skills Development Specialist manages the delivery of strategic Skills Development initiatives across Discovery Group, ensuring that the objectives and business requirements are met. Includes the design, execution, monitoring, controlling and closure of solutions. Mapping and working closely with key stakeholders to ensure successful delivery of Skills Development initiatives. Understanding and communicating all aspects of rollout including risks and mitigation plans with relevant stakeholders. Has the accountability to ensure that goals and objectives are achieved within the overall scope and that deliverables are within the agreed time frame, cost and as per defined and expected quality. Acts as an evangelist of the discipline. The Skills Development Specialist must have practical experience of having been a project manager for Skills Development related initiatives, inclusive of B-BBEE Verifications, External & Internal Audits, Governance & Data Management projects, etc. Responsible for planning and governance, and for overseeing a successful delivery of the programmes output.
Key Outputs may include but are not limited to:
- Support the centre of excellence with design and development of Group wide Skills Development Policies, Strategies, Frameworks & Standard Operating Procedures.
- Partner with Business in designing, measuring and executing appropriate Skills Development Solutions in line with Skills Development Legislation.
- Research Global and National Skills Development Insights, Trend Analysis, Best Practice and compile recommendations & implementation roadmap. Keep abreast with best practices to ensure implementation of relevant Skills Development practices in Discovery.
- Consult with business, provide thought leadership, guidance and learning support on Skills Development topics e.g. Skills Development Strategies, Business Realisation Models, etc.
- Ensure that Skills Development deliverables are completed in an efficient, effective and professional manner.
- Coordinate the Group’s Sector Skills Plan, Skills Gap Analysis, Workplace Skills Plan and Annual Training Reporting Process.
- Support the Business Units with expertise, guidance and learning where needed on the relevant enabling technology platforms for Skills Development.
- Build and maintain relationships with key internal and external stakeholders. Represent Discovery Strategically at External Forums and Bodies.
- Contribute to Group Skills Development Strategy building.
- Compile Business Unit Skills Development Strategies to support their Transformation Plans and maximise their B-BBEE Skills Development Scores, and support business to track performance.
- Implement Business Unit Level Training Committees and drive strategic engagement around Skills Development and Transformation.
- Drive strategic implementation of Skills Development Legislation into Business Strategy.
- Design develop and implement the Skills Development Measurement Philosophy and Tools.
- Report on Measurement of Skills Development.
- Manage the end-to-end best practice in data analytics in response to the legislative reporting requirements. Produce internal as well as external (INSETA, BANKSETA, ASISA, DoL, B-BBEE Scorecards, BEE Commissioner, Sustainability, Training Hours, Social & Ethics, etc.) reporting outputs, including the INSETA & BANKSETA Workplace Skills Plan (WSP) and Annual Training Report (ATR).
- Manage the embedment and future enhancements of the Skills Development DataMart and Reporting Tools for the Discovery Group, across business.
- Manage the Skills Development verification process with Internal and External Audit, across various auditors.
- Manage learning governance policies using supporting frameworks, tools, root cause analysis and processes to ensure integrity of reporting.
General:
- Support the Group Skills Development Manager by conducting education and needs evaluation to assess the skills development needs of the organisation.
- Contribute to the development of skills and capabilities of other members of the People function by running Masterclasses and coaching and mentoring colleagues.
- Supports strategic development and implement of Legislation into Business Strategy.
- Responsible for allocation and coordination of work, and supervision of Interns and Learners
Customer/Stakeholders:
- Influence both internal and external Stakeholders and Service Providers across the Skills Development value chain, including the SACFO, Business Unit CEOs, COOs, CFOs, Heads of People, Training Managers, internal & external working groups, professional memberships, SETAs, committees or boards that the staff member is required to present / consult at.
Decisions:
- Skills Development Strategy Formulation at Business Unit level
- Skills Development DataMart management
- Manage Budget
- Learning Governance, ensuring integrity of reporting
- Stakeholder Management
- Escalation of any concerns or risks
Person Details
Work Experience
Required
- At least 5 – 7 years’ experience in Skills Development
- 5 – 7 years’ experience in Project Management
- 3 - 5 years’ experience in Data Analysis
- Proven experience in managing Skills Development projects, WSP & ATRs, etc., in a consulting or corporate environment
- Preferred (would be advantageous)
- Experience in Power BI
- Experience in Data Science / Data Mining and Analytics
- Experience in SQL
Education / Qualifications / Accreditations with Professional Body
Required
- Relevant 3-year degree and/or Post Graduate Qualification
- Project Management
- Data Science
Preferred (would be advantageous)
- ETDP Qualification
- Project Management Qualification
- A formal Project Management Qualification is preferential
Technical Skills or Knowledge
Required
- Extensive knowledge of SA Skills Development Legislation
- Impactful presentations
- Advanced PowerPoint
- Advanced Excel
- Skills Development Consulting Skills
- Data analysis synthesis
- Data quality and data governance concepts
- Power BI Dashboards
Preferred (would be advantageous)
- Knowledge of INSETA & BANKSETA systems
- Knowledge of SQL
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Key Purpose of the role
- The primary function of this role is to effectively medically and technically assess and manage disability claims submitted to Discovery Group Risk Disability Claims as well as take opportunities for involvement in projects run by the team and business to develop the team, business and yourself. The incumbent needs to ensure operational activity is conducted within regulatory frameworks, accurately, effectively and efficiently. The incumbent must ensure that he/she has the knowledge, skills, tools and competencies required to perform the required job within service level agreements. The candidate must have an appetite to be part of a growing new business unit, continuous improvement, able to adapt to change easily, challenge the status quo, inspire and motivate others.
Areas of responsibility may include but not limited to
The successful applicant will be responsible for but not limited to the following job functions:
- Ensure the effective validation and assessment of all disability claims according to company policy whilst having a client centred approach ingrained into the communication and management of all relevant stakeholders and clients
- Review and follow up on all types of disability claims within agreed authority structures and targets in accordance to client service levels, claims management and process requirements
- Makes correct decisions - medically researched, legally defendable, fair, equitable and justifiable final decisions
- Communicate to internal and external stakeholders on set requirements, decision letters and progress on claims in a clear, friendly, and concise manner using appropriate language and a client centric approach
- Ensure all Internal and External communication (Written and Verbal) is done so in a professional manner and in line with the company policy and does not contravene the POPI Act.
- Ensure that all queries are answered correctly in a logical and fair manner in accordance client service levels using a client centric approach
- Bring medical expertise, experience and skills and assist with continual medical training, coaching, mentoring, development, empowerment, and performance of fellow disability claims team members.
- To liaise with associated persons such as Medical Officers, Reinsurers, Legal Officers, rehabilitation consultants, investigators, and management
- Work effectively in a team environment, share information, and provide support to other team members
- Contribute to team and cross-team processes, discussions, interactions, activities, and programmes
- Create and Implement initiatives and opportunities for change and improvement – within the team, business, and self.
- Maintains and develops professional relationships with internal and external clients and ensure the best communication with customers using a client centric approach.
- Seeks and receives the advice and input of others
- Seeks involvement in projects of varying subject matter
- Participate in personal and professional development activities, training, and courses
- Additional ad hoc preparations for Audits (Internal and External), Compliance audits and TC
Personal Attributes and Skills
The successful candidate must demonstrate the following competencies:
- High Sense of urgency and understanding of efficient and effective client service
- High EQ
- Self-starter with a high attention to detail and be able to multi-task
- Good at follow-through
- Exceptional ability to communicate written and verbally
- Problem solving and solution focused
- Analytical – interpretation
- Building relationships
- Coping with pressure (deadlines)
- Time-Management and Organizational Skills
- Must be team orientated, willing to assist other team members in the office
- Compassion: successful candidate will be working with people who are sometimes in dire situations or going through difficult transitions. Must be compassionate to their situation and working with them in a positive way
- Outstanding customer service skills
- Action orientated
- Career ambition
- Takes initiative
- Decision making
- Ability to work independently and within a team environment
- Problem solving
Education and Experience
- Medical Degree Allied Professional degree through a registered University
- Qualification – Applicants must have a bachelor’s degree in occupational therapy, Physiotherapy or Speech Therapy or related professions, ideally with experience in Vocational Assessments
- Additional courses recommended but not required: Diploma in Vocational Rehabilitation
- 2 - 4 years of clinical experience
- Experience in the insurance or wellness industries is preferred but not required.
- Computer literate and proficient in Microsoft Office and Excel
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Job Purpose
Key Outputs may include but are not limited to:
- Manage and coordinate the full event cycle for all internal and external events hosted at Discovery
- Organises and plans logistics (i.e. facility selection, menu planning, transportation arrangements and audio/visual equipment) for company meetings, special events and conferences.
- Ensures all internal protocol is followed relating to anything from health and Safety to branding allowed.
- Responsible for the distribution of communication to other departments and business areas, fielding, follow-up and feedback on all queries relevant to events and conferences.
- Manage the full event on the event day from set-up, event and strike of equipment.
- Responsible for complete furniture and equipment check before and after event
- Manage the relationship with all external suppliers and external clients utilising the venues.
- Submit all analytical data required for events after event is completed.
- Responsible for the full budget management of the event
Job / Role Requirements
Work Experience
- Required:2 Year event management / or Relationship manager
- Preferred (would be advantageous):Project management experience
Education / Qualifications / Accreditations with Professional Body
- Required:Degree or diploma in Event management
Technical Skills or Knowledge
Required
- Excel
- Word
- Powerpoint
- Advance
- Proficient
- Proficient
Preferred (would be advantageous)
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Key Purpose
- The digital product manager is responsible for maximising the value of the product and the work of the development team. This role has an extensive list of duties and responsibilities which requires an agile mindset that drives different dimensions; technical, business and design. The digital product manager is responsible for tackling and solving difficult problems for customers and the business.
Areas of responsibility may include but not limited to:
- Collaborate with stakeholders across the Discovery Group, particularly product houses, businesses, distribution channels (intermediated and direct), actuarial analytics, and data science to understand business needs and opportunities.
- Translate business needs and opportunities that align with the Adviser 360 vision, strategy and roadmap as the custodian of the Distribution Technology stack.
- Collaborate with and provide guidance to a cross-functional team of architects, analysts and developers and ensure that delivery is high quality, aligned with business requirements and within the Adviser 360 framework.
- Actively participate in technical discussions and solution design to understand implementation complexities.
- Collaborate with Distribution management to design, refine, and implement the target operating model for Distribution and its primary internal stakeholders. Manage the product backlog and prioritize initiatives based on business value, strategic importance and technical feasibility.
- Drive continuous improvement in data quality, accessibility, and usability.
- Define KPI’s and success metrics, continuously measuring product performance and optimising for efficiency and business impact.
- Measure and communicate the business impact of Distribution Technology initiatives on key strategic value drivers.
- Research and analysis of the market, users, and the roadmap for the products.
Required Skills and Experience
- Deep knowledge of the insurance industry, an understanding of its revenue and profit drivers, working knowledge of how businesses, distribution channels and marketing can use data to drive value.
- Proven experience in product ownership or management of data platforms/solutions.
- An understanding (and willingness to deepen understanding) of business concepts.
- Demonstrated leadership experience in managing technical teams.
- Experience in stakeholder management across different organisational levels.
- Strong analytical and problem-solving skills.
- Ability to translate complex technical concepts into business value propositions.
- Experience with agile methodologies and practices.
Qualifications
- Bachelor's degree in Computer Science, Information Systems, or related field.
- Relevant professional certifications (e.g., Agile, business analysis) are advantageous.
- 5+ years of experience in business analysis/product ownership/product management.
- 3+ years of leadership experience.
Essential Skills You’ll Bring To The Table
The necessary skills that we require for this role include but are not limited to:
- Experience presenting business ideas, project progress and future plans to senior stakeholders.
- Experience in implementing process improvement on their team.
- Strong written and verbal communication skills.
- Able to make good judgements by analysing complex and varied information.
- Good grasp of metrics and statistics.
- Inquisitive and questioning by nature.
- Able to organise and plan work.
- Ability to take on information and learn new subjects.
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Key Purpose of the role
- The Human Resources Manager plans, directs, coordinates and controls the human resource management activities of a business unit to ensure that the greatest value is derived from each stage of the employee cycle for both the employee and the business.
Areas of responsibility
The successful applicant will be responsible for but not limited to the following job functions:
- Ensures that the agreed performance management cycle is adhered to by providing relevant and timeous.
- Manage the employee engagement plan and run staff engagement sessions for the purposes of assisting manager in achieving the desired organisational climate.
- Manages the agreed transformation programs and provides regular qualitative and quantitative feedback to stakeholders.
- Guides managers on all IR related matters.
- Monitors competency and skill levels and reaches agreement on the necessary processes required to ensure that employee capabilities meet current and future business standards.
- To conduct trend analysis and compile reports both for line managers
- Conduct staff induction interviews with new staff, provide reports to line managers and compile trend analysis.
- Support line in the implementation of Talent management, including putting succession planning models in place
- Provide training relevant to HR processes to line managers and staff
- To co-ordinate exit interviews and related documentation in line with central processes.
- Co-ordinate divisional leadership programs, including implementing Team Leader Forums
- Recommend and implement HR policies and procedures.
- Interpret various people analytics and produce reports on key people drivers thus pro-actively highlighting key trends, risks and crafting action plans.
- Identify and drive the sharing of best practices across functions to facilitate continuous improvement and knowledge of progressive HR practices and key trends.
- Participate in developing department goals, objectives, and systems, and recommend necessary changes
- Recommend new approaches, policies, and procedures to affect continual improvements in efficiency of department and services performed
- Provide expert advice and coaching to employees and leaders when appropriate.
- Identify new opportunities for HR to add value to the business.
Personal Attributes and Skills
The successful candidate must demonstrate the following competencies:
- Effective Communications - Proficiency Level Advanced
- Innovative Thinking - Proficiency Level Advanced
- Negotiating - Proficiency Level Advanced
- Problem Solving - Proficiency Level Advanced
- Relationship Management - Proficiency Level Advanced
- HR Consulting - Proficiency Level Expert
- HR Legal and Regulatory Environment - Proficiency Level Advanced
- HR metrics use & development - Proficiency Level Advanced
- HR Policies, Standards and Procedures - Proficiency Level Advanced
- HR Trends and Direction - Proficiency Level Advanced
Education and Experience
- B Degree or a 3-year equivalent qualification
- Post graduate related qualification (advantageous)
- 5+ years of HR experience of which 2 years would need to be Management experience
- Experience obtained in the financial services sector
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Key purpose
- Assisting the Relations Specialists in resolution of escalated complaints and queries
Key Outputs
The successful applicant will be responsible for but not limited to the following broad job
Functions:
- Resolution (telephonically, via e-mail/letter and on a face to face basis) of escalated complaints
- and queries in a professional manner that is consistent with Discovery's philosophies and
- values.
- Listening to pre-recorded calls to determine the content of telephonic conversations when
- assessing the validity of a query.
- Keeping accurate and comprehensive stats on a daily, weekly and monthly basis to determine
- service failure trends and recurring problems.
- Identifying and proposing solutions and
- improvements to processes and procedures to prevent the problems from recurring.
- Build and establish relationships at all levels with external partners and internal departments
- (including franchises, Brokers and Members) so as to ensure that timeous resolutions are
- found to any problems that may arise.
- A thorough understanding of the relevant Discovery Insure, Health, Life, Vitality and Discovery
- Card products.
- Liaising internally with the staff and management of the relevant departments within Discovery
Personal attributes and skills
- Have sales ability and be persuasive
- Be friendly, sincere ,confident ,courteous and positive
- Be self-managed
- Have excellent administration skills and be extremely organized
- Have the ability to deal with change
- Be able to maintain confidentiality
- Have excellent telephone skills
- Have excellent verbal and written communication skills
- Be self-motivated and pro-active
- Be able to prioritize , work under pressure and manage deadlines
- Be a team player
- Be resilient
- Be service orientated and customer focused
- Be results driven
- Conflict management skills
Qualification & Experience
- Matric
- Excellent English and Afrikaans spoken would be beneficial
- Good Excel and Word skills
- NQF 4 or 5
- Confidential
- 30 + FAIS Credits
- RE5
- 1yr + Experience in Client Services or Escalations
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Key purpose
- Conduct Outbound and Inbound telephonic Conservation to existing Discovery clients, who have requested cancelation of their Discovery products.
Key Outputs
The successful applicant will be responsible for but not limited to the following broad job functions:
- Conduct outbound and inbound telephonic Conservation to existing Discovery client’s, who have requested cancelation of their Discovery policies with the goal of convincing clients to retain their policies with Discovery.
- Ensure that all FAIS requirements (FNA,ROA and Statutory notices) are completed during conservation calls.
- Ensure that monthly conservation targets are met.
- Proactively determine the client‘s needs and have the ability to re-sell product to members.
- Proactively evaluate interactions with clients providing dazzling service at all times to internal and external clients
- Ensuring that customers concerns are addressed and resolved by the relevant areas
- Keep accurate statistics on all calls, contacts and clients spoken to and the report findings to management
- Ensure that all administrative changes are done timeously, followed through on and monitored
Personal attributes and skills
- Have sales ability and be persuasive
- Be friendly, sincere ,confident ,courteous and positive
- Be self-managed
- Have excellent administration skills and be extremely organized
- Have the ability to deal with change
- Be able to maintain confidentiality
- Have excellent telephone skills
- Have excellent verbal and written communication skills
- Be self-motivated and pro-active
- Be able to prioritize , work under pressure and manage deadlines
- Be a team player
- Be resilient
- Be service orientated and customer focused
- Be results driven
Qualification & Experience
- Matric
- At least 2-3 years’ experience in a Life, Health or short term Assurance sales position and/ or Outbound Telesales environment (Essential)
- 2-3 year Conservation experience or telesales experience
- Excellent English and Afrikaans spoken would be beneficial
- FAIS accreditation – NQF 4 or 5 FAIS credits (Required)
- Regulatory exams (Required)
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Job Description
- The Technical Accountant role is to provide strategic and technical financial support as well as reporting functions for business units within the Discovery health segment.
Key Outputs / Job Responsibilities may include but are not limited to:
- Monitor and review new International Financial Reporting Standards (IFRS), amendments and interpretations issued by the International Accounting Standards Board (IASB)
- Identify and analyse new IFRS standards and amendments applicable to medical schemes and prepare impact analysis and implementation plans
- Review and respond to technical financial queries and audit queries in respect of medical schemes
- Review and provide commentary and responses on circulars issued by regulators or other applicable industry bodies or forums
- Review medical scheme annual financial statements and other reporting for accuracy and areas of improvement and compliance with respective standards
- Develop and maintain relationships with internal and external stakeholders
Key Outputs
- Preparation and presentation of monthly Management Accounts
- Technical accounting
- Cost centre budgeting and analysis
- Adhoc financial analysis
Experience and Qualifications
- Must be a qualified Chartered Accountant SA - CA (SA)
- Minimum of 5 years relevant experience
- Must be a registered SAICA
- Experience with Medical Scheme Financial reporting
- Detailed knowledge and practical implementation of IFRS 17 – Insurance Contracts
- Competent with MS Office, especially Excel, Word and Outlook
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Job Description
- The successful candidate will be expected to lead, manage and guide a team of Telesales short -term consultants to reach required targets. To facilitate any necessary course of action to achieve this purpose.
Key purpose
- To lead, manage and guide a team of Telesales short-term consultants to reach required targets. To facilitate any necessary course of action to achieve this purpose.
Key Outputs
The successful candidate will be expected, but not limited to perform the following key outputs:
- Leading and managing a team of 10 – 12 telesales short-term agents
- Performance Management, coaching and developing team.
- Drive staff to achieve required targets and is accountability for teams overall sales targets
- Assessment of consultants calls - QA.
- Assisting with interviews & Role plays.
- Dealing with elevated queries/problems.
- Managing the ongoing relationship between brokers.
- Ensuring continual communication between management and staff.
- Adhere to and enforce internal policies.
- Inspire, motivate and support team.
- Able to work overtime from time to time, which may include weekends.
Personal attributes and skills
- Excellent verbal and numeric communication skills
- Sales Orientated
- Quality driven
- People-focused
- Quality driven
- Attention to detail
- Strong Interpersonal Skills
- Strong Leadership skills
- Problem solving skills
- Decision making skills
- Stress tolerance
- Excellent time management skills
- Organizational awareness
Qualification & Experience
- Grade 12 – essential
- 4 years outbound/ Inbound experience – essential Short-Term experience
- 3 years Team Leader/leadership experience – Non -negotiable
- Proficient in English – essential (writing, reading, speaking)
- Bi-lingual – advantage (writing, reading, speaking)
- Computer literate - MS Office, especially Excel – essential
- Regulatory Exam and NQF 5 FAIS credits
- BCOMM or related degree will be advantageous
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Key Purpose
- To effectively and efficiently manage and grow relationships between Discovery CEB and all stakeholders e.g. Brokers as well as servicing department (Admin), Quotes, Accounts, Claims and Underwriting, Franchises, Brokers Consultants and clients e.g. brokers, employers and members. Also to ensure that quality service is delivered to these Stakeholders. To be present in the broker’s office to promote and protect Discovery’s retirement fund business.
Areas of responsibility may include but not limited to
- The Service Consultant needs to establish, grow and maintain relationships with CEB clients.
- When problems occur, the Service Consultant needs to find the best possible solution to ensure that the problem is solved as efficiently and effectively as possible, aligned to business practices while ensuring that the least amount of damage is done to the relationships of the parties involved.
- SC to be able to prepare Agenda pack and minutes for client meetings.
- SC to ensure meetings are arranged with all brokers and employers where applicable during the course of the year.
- SC to meet with the new business team to address any queries on their portfolios as and when necessary, before new business meetings are arranged with clients directly.
- SC to arrange meeting or courtesy call to ensure escalation is addressed with the irrespective clients.
- SC to present Installation and conduct an onboarding meeting - explain documents, SLA’s as well as roles and responsibilities to broker and employer.
- Present admin changes - explain documents, rate change, issue minutes and processes.
- SC to monitor or communicate progress / feedback or resolution regarding query to client / broker.
- SC to present and review admin reports for broker and trustee meetings
- SC assist broker and employer client with web functionality and drive usage
- Represent the retirement fund business and address all gaps and concerns relating to the business
Personal Attributes
- Leading and Supervising
- Planning & Organizing skills
- Working with People - Communication
- Persuading and Influencing
- Adhering to Principles and Values – Self management
- Delivering Results and Meeting Customer Expectations
- Coping with Pressure and Setbacks
- Relating and Networking
- Teamwork and analytical skills
- Communication
- Problem solving
- Initiative and enterprise
- Learning
- Technology
Education and Experience
Relevant Industry Qualifications
- Wealth Management / Financial Planning/ NQF level 5 or similar is advantageous as a minimum
- 5 – 7 years Employee Benefits, Retirement Funds, Umbrella Fund experience – Essential
- MS Office – Advanced Excel Skills, Retirement Fund and Umbrella Fund operations, Accounting, Investments,
- Full compliance and legislative universe relating to employee benefits, FAIS and Umbrella Funds.
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Key Purpose
- Discovery is offering a great opportunity to join its fully serviced in-house digital marketing team. We are looking for a passionate, creative and hardworking digital advertising specialist that lives, eats and breathes targeted online campaigns and soaks up the latest in industry best practices and trends. The successful individual will be a digital advertising all-rounder with experience in search, programmatic and social channels. To ensure success as a digital advertising specialist, you should have in-depth knowledge of digital marketing techniques, excellent interpersonal skills, attention to detail, be able to lead a team, be creative and innovative and be able to work to strict deadlines and within allocated budget.
Areas of responsibility may include but not limited to:
- Execute effective digital marketing strategies across channels; make sure campaigns are optimised regularly for best results.
- Monitor campaign performance against target on a daily basis, ensuring the direct sales teams are receiving the required number of leads.
- Troubleshoot where campaigns are not performing against target and propose corrective actions.
- Monitor campaign budgets and ensure we stay within budget.
- Produce reports as required with key metrics and detailed analysis and insights.
- Present KPIs, recommendations and insights at manco meetings.
- Collaborate with brand, actuaries and other internal stakeholders to deliver on marketing objectives.
- Stay on top of digital advertising trends, skills, platform changes and best practices and implement new learnings where required.
- Train, manage and guide junior staff members.
- Maintain good relationships with external parties like Google and Meta account managers as well as any other providers we work with.
Competencies
- Experience in performance marketing.
- Experience in media buying.
- Experience in financial services.
- Deep understanding of digital analytics and the ability to translate it into actions to meet ROI objectives.
- Ability to draft performance reports.
- Ability to present reports and findings to key stakeholders.
- Demonstrated understanding and use of Google Ads, Meta Ads, Microsoft Ads, DV360, LinkedIn, X, YouTube Ads, Facebook/Instagram Ads, TikTok Ads, etc.
- Strong communication skills for dealing with clients, internal teams and external stakeholders.
- Problem-solving skills to interrogate when campaigns are not performing and provide insights and suggestions.
Education and Experience
- Tertiary qualification (marketing/communication) required.
- Previous digital advertising experience required (5 years minimum).
- Financial services experience (advantages).
- Google Ads, Facebook Blueprint, Google Analytics certification (advantageous).
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Key Purpose
- A SQA is responsible for designing, executing, and managing test cases to ensure software meets business and functional requirements. They identify defects, report issues, and collaborate with developers to resolve them. Their role includes functional, system, integration, and regression testing. They also ensure test documentation is maintained and aligned with project standards.
Areas of responsibility may include but not limited to
Test Planning
- Actively participate in JAD Review sessions with the SQA leads & SQA team members and identify test requirements gaps and key impact areas to focus on
- Daily attendance to Pod stand ups and effective participation in scope discussion where required
- Deliverables and planning tasks in SDLC tool and due dates according to agreed milestones
- Participate in backlog grooming
Test Case Analysis & Development
- Understand the requirements, regression tests, root causes and how automation can assist
- Understand impact analysis
- Execute manual test cases and identify test cases that are most likely to unveil defects (Way of Work).
- Identify test data permutations to facilitate optimal test coverage and communicate to the SQA Lead
- Identify opportunity for automation on repeatable test cases
- Ensure traceability between requirements and test cases.
Test case Execution and Monitoring
- Assist in Preparation of data required for the various test scenarios
- Execute test cases from the tool
- Ensure execution is fully completed before the code is implemented.
- Monitor defect management to resolution
- Defects logged are correctly categorized, prioritized and correct information to reproduce the bug is provided
- Identify risks and issues and escalate early on
- Understand JIRA filters and Dashboards in the Test and SDLC tools show our testing efforts.
- Ensure admin on requirements and ensure that admin is done within SLA
User Acceptance Testing
- Ensure that the User Acceptance tests are executed from the testing tool.
- Assist Users during UAT phase where necessary
- Monitor that the Users update JIRA with the test status.
- Ensure where applicable a known issue list is communicated and acknowledged.
Release implementation
- Ensure confluence page check list is updated correctly
Post-release
- Handle all outstanding admin and ensure that the release is closed appropriately to meet audit requirements
Team Collaboration and Leadership
- Manage own work
- Communicate clearly, constructively and effectively
- Build relationships with other members of the team and the business users we service
- Attend squad meetings and contribute with your testing update
Technical Skills
Intermediate knowledge of:
- ISTQB Foundation
- Jira & Agile process knowledge
- PL SQL
- Root Cause Analysis process
Education and Experience
Essential:
- Matric
- Foundation Level ISTQB in manual testing
- At least 1 – 4 years’ experience in Software testing
- Quality assurance / software testing methodologies
- Experience in Agile testing methodologies
- Experience in JIRA and Xray
Advantageous:
- UAT and Business Handover Skills
- Diploma or University degree in IT/Software or technical discipline such as Computer Science
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Key Purpose
- The primary responsibility of this role is to ensure the integrity and accuracy of Discovery Life policies across all stages—post-New Business, during Servicing, and after Claims. This includes analysing errors, conducting root cause analysis, and providing timely support to the business by implementing immediate resolutions to system failures. By proactively mitigating service disruptions, this role plays a key part in optimizing processes and enhancing overall operational efficiency.
Areas of responsibility may include but not limited to
- Operations Business Support – Investigate and resolve system errors, analyze production defects, and identify root causes to prevent recurring issues
- Provide technical and systems support to the Servicing, Replacements, Contractual Changes, and Claims business units to ensure seamless operations
- Actuarial Support – Verify premium calculation issues, resolve instability and data errors
- Technical support to data fix team for verifying, lifting and replacing of policy locks
- SLA management with all system teams to ensure that Production errors are resolved timeously
- Analysing and reporting on trends and Root Causes and identifying process enhancement opportunities
- Analysing and reporting on Exception reports
- UAT Team – Testing of all new product and processes for all system releases. Co-ordinating user testing, running weekly stand ups with Test Analysts, BA’s and development team and providing sign off for implementation
- Plan and deliver monthly billing support to ensure accurate processing and reconciliation
- Oversee and provide same-day feedback on inquiries within the Claims, Servicing, and Vitality Rating email groups to ensure timely and effective communication
- Facilitate the processing of claims, servicing requests, and legal policy voids and reconstructions to ensure accuracy, compliance of product rules and adherence to defined SLAs
- Daily reporting – Actuarial Support escalation list
- Monthly reporting on:
- Vitality Ratings
- Voids & Reconstructions
- Staff resignations
- Adhoc tasks as allocated or required by management
Education and Experience
Essential:
- Matric
- At least 2 years of administrative experience in the financial services or life insurance industry
- At least 2 – 3 years’ experience in Discovery Life
Advantageous:
- Qualification in Business / Data Analysis from an accredited institution
- Experience within the Discovery Life Servicing, Contractual or Claims environment
- At least 1 years’ experience in Discovery Life within a Technical Role
Technical Skills and Knowledge
Essential:
- In-depth understanding of Discovery Life products and Operations business and systems
- Demonstrated Analytical and Problem-Solving Capability
- Comfortable navigating ambiguity
- Good verbal and written communication skills
- Excellent numerical and analytical skills
- Knowledge of the Life Insurance market
- Proficiency in MS Word, MS Excel and MS Outlook
Advantageous:
- Familiarity with SQL Data base
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Key purpose
- To lead, manage and guide a team of Telesales consultants to reach required targets. To facilitate any necessary course of action to achieve this purpose.
Key Outputs
The successful candidate will be expected, but not limited to perform the following key outputs:
- Leading and managing a team of 10 – 12 telesales agents
- Performance Management, coaching and developing team.
- Drive staff to achieve required targets and is accountability for teams overall sales targets
- Assessment of consultants calls - QA.
- Assisting with interviews & Role plays.
- Dealing with elevated queries/problems.
- Managing the ongoing relationship between brokers.
- Ensuring continual communication between management and staff.
- Adhere to and enforce internal policies.
- Inspire, motivate and support team.
- Able to work overtime from time to time, which may include weekends.
Personal attributes and skills
- Excellent verbal and numeric communication skills
- Sales Orientated
- Quality driven
- People-focused
- Quality driven
- Attention to detail
- Strong Interpersonal Skills
- Strong Leadership skills
- Problem solving skills
- Decision making skills
- Stress tolerance
- Excellent time management skills
- Organizational awareness
- Ability to work within a team and drive team culture
Qualification & Experience
- Grade 12 – essential
- 4 years outbound/ Inbound experience – essential
- 3 years Team Leader/leadership experience – Non negotiable
- Proficient in English – essential (writing, reading, speaking)
- Bi-lingual – advantage (writing, reading, speaking)
- Computer literate - MS Office, especially Excel – essential
- Regulatory Exam and NQF 5 FAIS credits
- BCOMM or related degree will be advantageous
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Key Purpose of the role
- The HR Generalist assists the HR team with the delivery of all human capital services across the division. Provides HR support to the various departments. Ensuring alignment with and implementation of Discovery People policy and practices.
Areas of responsibility
The successful applicant will be responsible for but not limited to the following job functions:
Recruitment and Onboarding
- Manage the full recruitment lifecycle of all vacant roles directly with the Line Manager
- Prepare HR documents, employment contracts and new hire guides
- Compiling and maintaining job profiles and job specs.
- Administer psychometric and skills assessment tests
- Administer pre-employment checks
- Manage the candidate experience for a smooth recruitment and onboarding process
- Facilitation of pay rate changes and generating dummy pay slips.
- Tracking and facilitating the on-, cross- and off boarding processes
- Manage the recruitment tracker and updates on a weekly basis
- Ensure all new joiners attend product training and core induction
HR Analytics and Reporting
- Generates HR analytics and reporting, including but not limited to transformation; remuneration; performance; engagement; attrition; recruitment; talent and succession
- Owns and ensures data integrity
- Compile and submit iQS objective stats (HR Report for Quality and Audit purposes).
Process Improvement and Service Excellence
- Recommends new approaches, policies, and procedures to affect continual improvements in efficiency of department and services performed
- Acts as a liaison between the business unit and centre of excellence to ensure that HR services are aligned with internal client needs
Remuneration and Payroll
- Conduct remuneration benchmarking and analysis
- Support the annual increase, staff and management incentive cycles
- Assist payroll department by providing relevant employee information (e.g. bank documentation, contract extensions, leaves of absence, sick days and work schedules)
HR Strategy support
- Implements specific project activities and HR initiatives as determined through the HR planning process or aligned to the strategy and participates in functional and cross-functional initiatives/projects
- Reports on key people drivers, proactively highlights key trends, risks and formulates action plans
- Formulation of presentations and dashboards to represent business critical information
HR business partner support
- Assists with the administration required in relation to the execution of employee disciplinary action
- Monitoring and reporting on competency and skills development to ensure that employee capabilities meet current and future standards
- Supporting the talent review process
- Organise and maintain employee records
- Daily management of the HR related mailbox and calendar
- Respond to employee queries about HR-related issues
- Support line managers on HR-related queries, processes and policies
- Assists with HR processes such as exit and stay interviews
- Generating promotion, salary adjustment and contract extension letters
Personal Attributes and Skills
The successful candidate must demonstrate the following competencies:
- Takes initiative and works under own direction
- Takes responsibility for actions, projects and people, being self-directed
- Motivates and empowers others
- Strong communication and presentation skills
- Upholds ethics and values
- Demonstrates integrity
- Gains clear agreement and commitment from others by persuading, convincing and negotiating
- Easily establishes good relationships with customers and staff and relates well to people at all levels
- Writes clearly and correctly
- Applies specialist and detailed technical expertise
- Quick to learn
- Proactive
Education and Experience
- 3 - year relevant HR qualification, Industrial Psychology / Behavioral Sciences or related qualification
- Working knowledge of SmartPeople / SuccessFactors
- Working knowledge of SharePoint and associated structures
- MS Office – Excel, Word and PowerPoint
- Solid understanding of HR related policies, processes and practices, including IR
- Understanding of the HR Value Chain and impact through the employee life cycle
- 3 - 5 years’ work experience in a human resources environment
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Key Purpose
- To underwrite all cases for VitalityLife, our UK based Life Insurance company, within authority limits and all benefits taking into account medical, financial, territorial and vocational risks of new and existing business. To support dedicated Key Distribution partners and advisors through various communication channels. To underwrite more complex cases which could include medical reports, aviation questionnaires,etc. etc
Areas of responsibility may include but not limited to:
- To underwrite all cases within authority limits and all benefits taking into account medical, financial, territorial and vocational risks of new and existing business.
- To support dedicated Key Distribution partners and advisors through telephone and email.
- To underwrite more complex cases which could include medical reports, aviation questionnaires etc.
- To analyse applications and to call for requirements and to underwrite cases within the Senior Underwriter’s limits.
- To underwrite complex cases and to analyse medical reports etc. in order to ensure that the risk is correctly underwritten
- To support and build relationships with key distribution partners and to ensure that all cases are correctly underwritten and that the key distribution partner gets superior customer service.
- To deal with escalations and to ensure that cases are underwritten in terms of the underwriting rules and policies
- To ensure that the thought process used in order to underwrite a particular case is synopsised so that other underwriters can understand the thought process.
- To ensure that the correct risk rating is applied to business that is accepted and that uninsurable risks are declined
- Apply necessary guidelines to ensure correct risk rating is applied to new and existing business
- To liaise with all internal and external clients regarding risk applied or policies that are deferred / declined
- To attending to enquires which would include written, telephonic, emailed or face-to face
Personal Attributes and Skills
- Faster than average pace
- Above attention to detail, precise correctness towards work, ensuring tasks are met on time
- Strong sense of discipline and duty
- Major focus on detailed work
- Deciding and initiating action
- Applying Expertise and Technology
- Analysing
- Delivering Results and Meeting Customer Expectations
- Adhering to Principles and Values
- Persuading and Influencing
- Coping with Pressure and Setbacks
- Specialised work with efficiency, confidence and competence
Skills
- MS Office (intermediate)
- Analysis of Information (advanced)
- Verbal and written communication (advanced)
- MS Office (intermediate)
- Analysis of Information (advanced)
- Verbal and written communication (advanced)
- Matric is essential (Maths, Biology/Life Sciences and English)
- Medical Diploma/ experience is an advantage.
- Insurance Diploma experience is an advantage
- A minimum of 5 years working experience in an underwriting environment in the life insurance industry is essential.
- Underwriting experience in United Kingdom may be advantageous.
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Key Purpose
- To call for requirements considering medical, financial, territorial and vocational risks of new and existing business. To support dedicated Key Distribution partners..
Areas of responsibility may include but not limited to:
- To analyse applications and to call for requirements considering medical, financial, territorial and vocational risks of new and existing business.
- To support key distribution partners and to ensure that all partners get superior customer service.
- To deal with escalations and to check that underwriting rules and policies have been applied.
- To ensure that the thought process used in order to underwrite a particular case is synopsised so that other underwriters can understand the thought process.
- Applying necessary guidelines to ensure correct risk rating is applied to new and existing business.
- To liaise with all internal and external clients regarding risk applied or policies that are deferred/declined.
- To attending to enquires which would include written, telephonic, emailed or face-to face.
Personal Attributes and Skills
- Deciding and initiating action
- Applying Expertise and Technology
- Analysing
- Delivering Results and Meeting Customer Expectations
- Adhering to Principles and Values
- Persuading and influencing
- Coping with extreme pressure and setbacks
- Presenting and Communicating Information
Experience and Educational Requirements:
- Matric/Grade 12 is essential
- Medical Diploma is advantageous
- 2 years’ experience in a financial Industry
Knowledge:
- Understanding VitalityLife products Advanced
- Financial Principles and Interpretation Basic
- Understanding VitalityLife Systems (SAM, Paradigm, AWD) Advanced
- UK specific insurance legislation Intermediate
- Medical Conditions Intermediate
- Understanding of Risk Management & Risk Assessment Intermediate
Skills:
- Computer literacy (MS word, Excel) Intermediate
- Communication skills (verbal & written) Intermediate
- Decision making / Independent thinking Intermediate
- Analysis of Information Intermediate
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Key Purpose
- Lead the technical development, testing, and implementation of advanced Large Language Model (LLM) based projects and related technologies to deliver end-to-end data science and AI products within the organization.
- Work closely with cross-functional teams and business partners to design, build, and deploy scalable solutions that will directly impact staff and customers.
- Create opportunities that delight our customers by leveraging Discovery’s vast clinical, demographic and operational data. Using this data with predictive modelling and machine learning techniques you will have a direct impact on strategic initiatives to support Discovery’s world-class operations.
Areas of responsibility may include but not limited to
- Lead the design, development, and deployment of LLM - and generative AI-based solutions that address large-scale and complex problems and materially drive the company’s global product offerings and strategy forward.
- Collaborate with product owners, project managers, and executive stakeholders to identify and prioritize business problems that can be solved with LLMs.
- Conduct desktop research into the state-of-the-art in LLMs and Generative AI and apply findings to real-world applications (either requested by business or suggested by yourself).
- Conduct research and development of speech-to-text and audio-based language models, integrating with LLM pipelines where applicable.
- Conduct experimental research on the use of LLMs in real-world company applications to ensure that design and development decisions are made scientifically and optimize for and balance all business requirements. These include accuracy, scalability, efficiency, reliability, safety, and cost-effectiveness.
- Translate strategic direction into technical product definitions and roadmaps.
- Participate actively in internal and external communities discussing and designing policies for the ethical use of AI and ensure your team’s work meets ethical AI standards.
- Contribute substantially to a culture of innovation, leading the prototyping and development of novel methodologies and approaches. Provide strong thought leadership in this regard.
- Communicate complex technical concepts to executives and non-technical stakeholders effectively.
- Demonstrate strong emotional intelligence by understanding and uplifting team members and skillfully managing challenging situations with composure.
- Advise other teams in the business on best practice based on your experience.
- Mining large structured and unstructured datasets to find new insights to inform operational efficiency and ‘member- delight’ interaction strategies
- Research and application of the most up to date machine learning algorithms and AI techniques
- Present data and model findings in a way that provides actionable insights to business users
- Monitoring model performance
Personal Attributes and Skills
- Expert in data science programming languages such as R, Python, Scala
- Expert in data manipulation skills including SQL to extract, transform and load data
- Experience in interactive data exploration and data-driven story telling
- Understanding and application of Big Data and distributed computing principles
- Hands on experience with Big Data systems will be preferred
- Strong analytical and statistical knowledge with an understanding of the latest machine learning algorithms for both structured and unstructured data
- Ability to adapt to emerging technologies and tools
- Proficiency in version control systems such as Git for collaborative coding and maintaining code integrity
- Ability to formulate problem statements and develop a plan for tackling the problem
- Strong ability to communicate findings and recommendations from data (visual, verbal and written)
- Integration and implementation experience
- A passion for data exploration and analytics
- Self-starter
- Willingness to learn and grow exponentially
- A restless curiosity towards data and uncovering unknown correlations
- Ability to work cohesively in a team environment and balance multiple priorities
- A team player who can work alone when required and without supervision
- High level of attention to detail, resilience, enthusiasm, energy and drive
Education and Experience
- Honours or Master’s degree in Computer Science with solid experience in statistical modelling, data mining and machine learning, OR
- Honours or Master’s degree in either Data Science, Statistics, or Applied Mathematics with some experience in software engineering, computer science or working with big disparate sets of data
- Other analytical qualifications will also be considered if accompanied by the relevant experience
- A minimum of 3 - 5 years’ work experience in a data science position
Technical skills additional (advantageous)
- Experience with cloud platforms such as GCP, Azure, or AWS
- Experience with tools such as Whisper, DeepSpeech, OpenAI or HuggingFace
- Experience in sourcing and combining data from both structured and unstructured sources
- Experience with Google Tensor flow
- Familiarity with MLops practices and tools
- Proven tack record of Data Science or AI project delivery
- Deep understanding of LLMs and experience with models like GPTs, LLaMa, Gemini etc
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Job Description
- Identifying sales opportunities
- Answering inbound calls timeously and making required outbound calls
- Co-ordination of own administration
- Identifying sales opportunities
- Maintaining accurate details and statistics of all queries
Key purpose
- This position is based in the Discovery Connect Sales call centre, and reports to the sales team leader.
- The successful individual will be required to conduct Discovery Insure telesales.
Key Outputs
The successful individual will be required to perform on, but not limited to the following key outputs:
- Achieve Insure Sales target
- Communication to members telephonically via fax and email
- Attending to general administration
- Conduct Financial Needs Analysis
- Achieve quality target
- Overcome objections
- Adhering to service level agreements
Personal attributes and skills
The successful individual will be required to demonstrate the following competencies:
- Target Driven
- Team Player
- Goal orientated
- Self motivated
- Ability to perform under pressure
- Adapt to change
- Persuasiveness
- Resilience/Tenacity
- Sound Time Management
- Self managed
Attention to detail
- Ability to learn quickly and apply knowledge
- Speak fluently (accent neutral) English/Afrikaans
Qualification & Experience
- Matric
- At least 2 years sales experience, preferably in an outbound telesales environment
- Minimum 2 years short-term product knowledge, Discovery Insure Knowledge is an advantage
- PC literacy, email, word, excel
- Tertiary qualification an advantage
- NQF5 and RE5 qualification
Method of Application
Use the link(s) below to apply on company website.
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