Job Opportunities at Liberty Group South Africa

Purpose

The purpose of the role is to manage and mitigate legal, regulatory and commercial risks by providing effective, concise, accurate and timely legal support and advice to the in-country Businesses.

Minimum Qualifications and Experience

• LLB Degree 
• Admitted as an attorney.
• 2-3 years' experience in a legal role in Life insurance. Africa experience is a must
• Working knowledge and understanding of the insurance and financial service sector.

Critical skills

• Commercial thinking and business acumen with an awareness of commercial objectives of the organisation.
• A good working knowledge of the legislation and regulations impacting the various jurisdictions in Africa
• Ability to negotiate settlements, resolve disputes and produce possible solutions.
• Ability to proactively identify issues that may affect the business.
• Applying effective verbal, non-verbal and written communication methods to achieve desired results
• Presents ideas effectively to individuals and groups.
• Confident and assertive with an understanding of themselves and the impact they have on others.
• Continuously learns and improves through applying an open and proactive approach to work.
• Shows pride and a love for the work that they perform.
• Attention to detail required, Analytical thinking.
• Results, solution and execution focused.
• Organized, Initiative and deadline driven.
• Self- management (planning, prioritizing & time management).
• Ability to efficiently deal with high volumes of work and work well under pressure.

Process

• Collaborate with different business areas to provide staff with knowledge and awareness of relevant laws, regulations and standards.
• Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.
• Provide accurate and meaningful legal advisory services to designated customers in relation to area of specialisation accountable for.
• Keep abreast of regulation and industry developments to advise and guide on key compliance risk issues; enabling informed decision making.
• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.

Customer

• Provide sound consulting services and recommendations based on customer and client needs, current information and trends analyses.
• Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.

Learning and Growth

• Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

Governance

• Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
• Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
• Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.

Technical Competencies

• Research and Information Gathering (Intermediate)
• General advisory and litigation services (Intermediate)
• Legal records / information systems (Intermediate)

Behavioural Competencies

• Relationship Management and Networking (Intermediate)
• Problem Solving and Analysis (Intermediate)
• Governance, Ethics and Values (Intermediate)
• Professional/Technical learning (Intermediate)

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Purpose

To deliver fund administrative services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Minimum Experience

• 1 - 2 years experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Additional Minimum Qualifications

Outputs

Process

• Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
• Assist in the compilation of financial statements in line with the audit file and approved accounting framework related to identified funds.
• Contribute to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
• Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
• Check fund calculations for accuracy in an efficient and effective manner according to set standards.
• Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
• Proactively identify problems, apply known solutions and escalate more difficult problems.
• Plan for task execution and adjust priorities against an established plan.

Customer

• Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
• Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

Learning and Growth

• Contribute positively to own area-specific knowledge improvement.

Governance

• Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

Liberty Values

Technical Competencies

• Financial Accounting (Basic)
• Financial Acumen (Intermediate)
• Financial Administration (Intermediate)
• Reporting and Interpretation (Basic)
• Standard operating procedure compliance (Intermediate)
• Query resolution (Intermediate)

Behavioural Competencies

• Organisation and Attention to Detail (Basic)
• Interpersonal Effectiveness (Basic)
• Relationship Management and Networking (Basic)
• Teamwork and Cooperation (Basic)
• Problem Solving and Analysis (Basic)
• Communicating with Impact (Basic)
• Persuading and Influencing (Basic)

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Purpose

To provide advice & support to brokers & IFA's that engenders their trust & support in selling Liberty business to their clients. Develop, maintain & grow business relationships to increase market share through execution of defined sales objectives.

Minimum Experience

2 - 3 years experience in a similar environment

Qualifications and Experience

• SBFC Experience- Advantageous
• Minimum 2 Years relevant industry experience
• Bachelors Degree in Finance; Economics or Accounting

Key Responsibilities

• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
• Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.
• Ensures that underwriting practice and rules are fully understood and appreciated.
• Resolves any new business and servicing obstacles and blockages to increase Broker/IFA satisfaction and positively influence service perception.
• Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
• Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
• Plan for own task execution and advises on improvements related to area of specialisation.