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Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africas leading and innovative financial institutions. These financial institutions are licensed to provide financial products and/or services ranging from short-term, long-term and health insurance as well as a comparison and investment platforms. Our origins go back to ...
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Introduction
- Cultivate and maintain relationships among business partners, while supporting the development of strategies to increase revenue for TIH.
Specification
Partner/Stakeholder Engagement
- Liaise with partners and all relevant internal stakeholders to communicate needs, drive effectiveness, resolve issues and create synergy and negotiate contracts and commercials with partners.
Innovation Strategy, Pipeline and Roadmap
- Champion and manage new projects to grow partnership within the innovation road map. Develop and execute plans for strategic growth and ensure the right resources are in place to execute on the strategy. Forecast for strategic changes and growth initiatives.
Client & Customer Management (Internal)
- Act as a business partner to important internal customers and manage relationships with them, while taking guidance from senior colleagues. Develop and maintain business relationships to build the brands and the business.
Horizon Scanning
- Maintain deep understanding of current technology, database management, procedures and practices, and future trends through ongoing education or market research.
Policy Development & Implementation
- Help develop procedures for an area of the organization, and monitor their implementation.
- Responsible for the contracts and SLA agreements between the Partner, TIH / the brands and driving adherence thereof.
Budgeting & Costing
- Deliver and manage a budget for an area of the organization or conduct complex analyses on budget progress in other areas of the organization. Track progress against budgets within established finance systems and report variances to more senior colleagues.
Insights and Reporting
- Analyse and report on all partner initiatives and report on all key business metrics.
Project Management
- Manage a portfolio of projects while reporting to senior colleagues.
Work Scheduling and Allocation
- Develop medium- or long-term work schedules that enable the organization to achieve its business goals. Involves coordinating across multiple teams.
Performance Management
- Priorities own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance.
Requirements
- General Education
- Bachelor degree in Business Management / Administration (Essential);
- Post-grad degree in Business Management (Advantageous)
General Experience
- 2 to 3 years in Strategic Partner Management role (Essential);
- Project Management experience (Advantageous)
Closing Date:12th, April 2022
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Specification
- To ensure individual contributors are performing against targets, while reviewing their performance and coaching them to do so to assist in achieving the required sales and operational results.
- Ensure inbound and outbound policy sales, based on contacts and campaigns. Need a solid knowledge of products, their characteristics, and market as well as focus on growth of the brand.
Operations Management
- Supervise others working within established operational systems.
Customer Management
- Manage relationships with clients and act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.
Customer Needs Clarification
- Ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Operational Compliance
- Identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance.
- Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.
Work Scheduling and Allocation
- Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.
Leadership and Direction
- Explain the local action plan and targets to support team members in their understanding of what needs to be done and how this relates to the broader business plan; motivate people to achieve local business goals and targets.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs.
- Plan and implement actions to build their capabilities.
- Provide training or coaching to others in own area of expertise to enable others to improve performance and fulfill personal potential.
Reporting
- Provide technical guidance when required to create relevant, lucid and effective reports.
Data Management
- Provide technical guidance when required to acquire, organize, protect and process data to fulfill business objectives.
Learning and Talent Development
- Provide technical guidance when required to motivate all employees to learn, grow and develop so that they can obtain the knowledge and experience they need to help the organization reach its goals.
Requirements
General Education
- Matric / Grade 12 or SAQA Accredited Equivalent (Essential); Regulatory Exam 5, dependent on DOFA date (Essential); Full 150 STI credits, dependent on DOFA date (Essential); Degree and/or diploma in business/marketing (Advantageous)
General Experience
- 3 or more years call centre sales experience (Essential); Experience in Specialist Liabilities / Financial Services Industry (Advantageous)
Managerial Experience
- 1 or more years experience of supervising and directing people and other resources to achieve specific end results within limited timeframes (Essential)
Closing Date:19th, April 2022
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Specification
The Business Sales Representative develops relationships with customers to enable growth within the Business Insurance channel. Alongside meeting the required metrics set out by business, this role will be able to quote, sell and underwrite in accordance with business requirements.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
Sell Customer Propositions
- Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
- Negotiate agreement with the customer and internally with commercial colleagues to ensure that customer requirements are met.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Performance Management
- Prioritise own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
- Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Requirements
- Grade 12/SAQA Accredited (Essential); RE compliant (Advantageous); 150 FAIS Commercial Credits (Advantageous); Relevant 3 year degree or diploma in relevant field (Advantageous)
- 1 - 3 years commercial experience (Essential); Experience in Financial Services Industry (Advantageous)
Closing Date:31st, May 2022
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Specification
The Business Sales Representative develops relationships with customers to enable growth within the Business Insurance channel. Alongside meeting the required metrics set out by business, this role will be able to quote, sell and underwrite in accordance with business requirements.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
Sell Customer Propositions
- Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
- Negotiate agreement with the customer and internally with commercial colleagues to ensure that customer requirements are met.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Performance Management
- Prioritise own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
- Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Requirements
- Grade 12/SAQA Accredited (Essential); RE compliant (Advantageous); 150 FAIS Commercial Credits (Advantageous); Relevant 3 year degree or diploma in relevant field (Advantageous)
- 1 - 3 years commercial experience (Essential); Experience in Financial Services Industry (Advantageous)
Closing Date:31st, May 2022
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Specification
The Business Development Officer contributes to the organisational goals by generating high quality leads for Business Insurance.
Job Objectives/Outputs
- To effectively build and maintain relationships with prospects.
- To generate high quality leads from prospective clients on a daily basis.
- To assess marketing opportunities to contribute to the growth of Business Insurance.
- To gather information on prospects requirements for product enhancement.
- To effectively build and manage relationships with management and the call centre.
- To effectively promote and advocate the brand to prospective clients in order to convert new leads to sales.
- Understanding customer needs and consistently meeting customer expectations.
- To ensure up-to-date industry and market knowledge, as well as internal products, processes etc.
Requirements
- Matric / Grade 12 (Please upload copy with application)
- Own vehicle
- Valid Drivers License (Please upload copy with application)
Closing Date:31st, May 2022
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Specification
The Business Development Officer contributes to the organisational goals by generating high quality leads for Business Insurance.
Job Objectives/Outputs
- To effectively build and maintain relationships with prospects.
- To generate high quality leads from prospective clients on a daily basis.
- To assess marketing opportunities to contribute to the growth of Business Insurance.
- To gather information on prospects requirements for product enhancement.
- To effectively build and manage relationships with management and the call centre.
- To effectively promote and advocate the brand to prospective clients in order to convert new leads to sales.
- Understanding customer needs and consistently meeting customer expectations.
- To ensure up-to-date industry and market knowledge, as well as internal products, processes etc.
Requirements
- Matric / Grade 12 (Please upload copy with application)
- Own vehicle
- Valid Drivers License (Please upload copy with application)
Closing Date:31st, May 2022
go to method of application »
Specification
The Business Development Officer contributes to the organisational goals by generating high quality leads for Business Insurance.
Job Objectives/Outputs
- To effectively build and maintain relationships with prospects.
- To generate high quality leads from prospective clients on a daily basis.
- To assess marketing opportunities to contribute to the growth of Business Insurance.
- To gather information on prospects requirements for product enhancement.
- To effectively build and manage relationships with management and the call centre.
- To effectively promote and advocate the brand to prospective clients in order to convert new leads to sales.
- Understanding customer needs and consistently meeting customer expectations.
- To ensure up-to-date industry and market knowledge, as well as internal products, processes etc.
Requirements
- Matric / Grade 12 (Please upload copy with application)
- Own vehicle
- Valid Drivers License (Please upload copy with application)
Closing Date:31st, May 2022
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Introduction
The Financial Advisor will be responsible for conducting financial needs analysis for Commercial planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients.
Specification
Sales Opportunities Creation
- Develop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation. Identify Personal Lines and Business Insurance opportunities.
Customer Needs Clarification
- Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify mid- to long-term customer needs, and develop and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice.
Sell Customer Propositions
- Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
Customer Onboarding
- Walk customers through the advanced/custom features of the product/service, connecting those features directly with customer pain points.
Performance Management
- Respond to personal objectives, take appropriate actions to ensure achievement of agreed objectives and use performance management systems to improve personal performance.
Customer Relationships Development
- Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.
Client & Customer Management (External)
- Manage key client and customer relationships to maintain customer satisfaction, retention of clients and loyalty.
Client Document Management
- Create and ensure compliance with a company wide document management system.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in-depth understanding of Financial Services Industry external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Requirements
General Education
- Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits (NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous);
General Experience
- 2 or more years experience as a financial advisor within financial services industry with dealing in upper mass market and/or affluent client segment (Commercial) (Essential)
Closing Date:30th, May 2022
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Introduction
The Financial Advisor will be responsible for conducting financial needs analysis for Personal Lines planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients.
Specification
Sales Opportunities Creation
- Develop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation. Identify Personal Lines and Business Insurance opportunities.
Customer Needs Clarification
- Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify mid- to long-term customer needs, and develop and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice.
Sell Customer Propositions
- Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
Customer Onboarding
- Walk customers through the advanced/custom features of the product/service, connecting those features directly with customer pain points.
Performance Management
- Respond to personal objectives, take appropriate actions to ensure achievement of agreed objectives and use performance management systems to improve personal performance.
Customer Relationships Development
- Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.
Client & Customer Management (External)
- Manage key client and customer relationships to maintain customer satisfaction, retention of clients and loyalty.
Client Document Management
- Create and ensure compliance with a company wide document management system.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in-depth understanding of Financial Services Industry external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Requirements
General Education
- Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits (NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous);
General Experience
- 2 or more years experience as a financial advisor within financial services industry with dealing in upper mass market and/or affluent client segment (Commercial) (Essential)
Closing Date:30th, May 2022
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Introduction
- Implement and execute media plans across all generic advertising channels in order to meet deadlines, reduce cost and enhance future business growth.
Specification
Buying
- Negotiate with vendors on product assortment and price. Involves working either on a small to medium category of products, merchandise or services or on specified products and services within a large category. Responsible for updating the planning department on rate changes and buying implementation status. Achieve effective generic media buying through building long and short term media partner relationships.
Document Management
- Create and ensure compliance with a global company wide document management system. Ensure that accurate rates balance on all media software platforms and reflect on planning documents.
Document Preparation
- Prepare documents using a variety of computer applications such as Microsoft Office. Also responsible for gathering and summarizing data for reports.
Budgeting and Costing
- Track budgets and report variances to more senior colleagues.
Contract Management
- Deliver required outcomes by coordinating activities of subcontractors and suppliers and acting as a primary point of contact for them while working within an established contract management plan.
Stakeholder Engagement
- Support stakeholder engagement by arranging actions, meetings, and events.
Marketing Planning
- Contribute information to marketing and campaign plans. Collaborate with planning department on a continuous basis to ensure that all media plans are effectively implemented to achieve the Group Marketing Target.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Keep up to date with developments in the market in order to identify, explore and possibly implement media innovation and improvement.
Marketing
- Use the marketing system and protocols to deliver mostly routine support services. Ensure that all radio, TV, print and outdoor bookings are made in line with media buying timelines to ensure that all media plans are implemented.
Brand
- Use the brand management system and protocols to deliver mostly routine support services. Assist in the effective creation and maintenance of media brand strategy launches to achieve optimal return on investment.
Requirements
- General Education
- Grade 12/ SAQA Accredited Equivalent (Essential);
- Relevant 3 year Business related degree / diploma in Marketing, Media, Agency, Advertising or related (Essential)
General Experience
- 2 – 3 years experience in Media buying environment (Essential);
- Experience within the financial services industry (Advantageous)
Closing Date:12th, April 2022
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Introduction
Manage the efficient and effective delivery of business strategy through driving supplier management and engagement, and the implementation thereof.
Specification
Stakeholder Engagement
- Identify and manage stakeholders up to top management level, finding out theirneeds/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
- Build and maintain effective internal and external relationships with various stakeholders to foster effective long-term strategic partnerships.
Sourcing
- Collect and analyse the key cost drivers, market dynamics and issues, areas ofinnovation, and alternative suppliers for a medium-risk area with some alternatives/medium costs of changing, in consultation with relevant functions to provide solid market information for decision making.
- Ensure achievement of the company’s BBBEE objective with regard to preferential suppliers as well as compliance to the Code of Good Practice.
- Understand business processes, needs and requirements in order to award business based on compliance requirements contained in the Requests For Proposals and best practice.
Contract Requirements
- Identify contract requirements and write specifications for the claims business for existing and/or new contracts.
- Facilitate and finalise Supplier Service level Agreements and contracting with existing and new Suppliers in conjunction with the Legal Compliance Team.
Contract Management
- Monitor the supplier’s compliance with the BBBEE Act and implement remedial actions when necessary.
Procurement
- Achieve specific procurement goals within area of responsibility. May also involve working to improve established procurement procedures.
Cost Accounting
- Evaluate costs and identify variances or opportunities to improve profitability for more senior colleagues.
- Strengthen negotiations ability in the market through the review of existing cost and the forecast of future expenditure.
- Analyse and understand business expenditure relating to internal and external service providers as required in order to drive cost efficiencies for the business and ensure quality services are delivered to internal and external clients.
Performance Management
- Prioritise own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance.
Operational Compliance
- Identify, within the team and various stakeholders, instances of non-compliancewith the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.
- Ensure adherence to compliance standards in accordance to company supplier/ procurement requirements and procedures in awarding new and existing business on an on-going basis.
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improveperformance and fulfil personal potential. Maintain an understanding of relevant
technology, external regulation, and industry best practices through ongoing
education, attending conferences, and reading specialist media
Requirements
- General Education
- Grade 12/ SAQA Accredited Equivalent (Essential); Business related degree (Advantageous); Charted Institute of Procurement and Supply (CIPS) .qualification (Advantageous)
General Experience
- Substantial general work experience together with comprehensive external
- stakeholder engagement and supplier management experience in own area of expertise to fully competent level. (Over 6 years to 10 years).
Managerial Experience
- 3 or more years junior to middle people management experience (Essential)
Closing Date:18th, April 2022
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Specification
Customer Relationships Development
- Make calls by telephone to allocated customers to develop new relationships or either as a first point of contact.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
Sell Customer Propositions
- Identify the products or services that best meet the customer's needs, use personal expertise to propose quantities within standard operating systems, policies and procedures.
- Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Customer Relationship Management (CRM) Data
- Schedule callback and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Performance Management
- Prioritise own workflow and ensure work is completed to the required standards of quality and timeliness; use performance management systems to improve personal performance to meet SLA.
Personal Capability Building
- Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Requirements
- General Education
- Matric / Grade 12 or SAQA Accredited Equivalent (essential) Regulatory Exam 5 (advantageous)
General Experience
- 1 year telephonic sales experience (essential)
Closing Date:11th, April 2022
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Specification
Customer Relationships Development
- Make calls by telephone to allocated customers to develop new relationships or either as a first point of contact.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
Sell Customer Propositions
- Identify the products or services that best meet the customer's needs, use personal expertise to propose quantities within standard operating systems, policies and procedures.
- Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Customer Relationship Management (CRM) Data
- Schedule callback and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Performance Management
- Prioritise own workflow and ensure work is completed to the required standards of quality and timeliness; use performance management systems to improve personal performance to meet SLA.
Personal Capability Building
- Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Requirements
- General Education
- Matric / Grade 12 or SAQA Accredited Equivalent (essential) Regulatory Exam 5 (advantageous)
General Experience
- 1 year telephonic sales experience (essential)
Closing Date:11th, April 2022
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Specification
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries and investigating and resolving customer problems.
Customer Needs Clarification
- Set clear objectives for each call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
Sell Customer Propositions
- Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain alternative solutions to the customer and influence the customer to retain their business.
Customer Management
- Help manage customers by carrying out standard activities.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Customer Relationship Management (CRM) Data
- Enter customer name and address into the CRM system at point of purchase to ensure that the organization has the relevant information to support follow-up sales and service actions.
Performance Management
- Prioritise own workflow and ensure work is completed to the required standards of quality and timeliness; use performance management systems to improve personal performance and KPIs.
Personal Capability Building
- Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.
Requirements
- General Education
- Matric / Grade 12 or SAQA Accredited Equivalent (essential) Regulatory Exam 5 (advantageous)
General Experience
- 1 year retentions experience (essential)
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Specification
Customer Relationships Development
- Make calls by telephone to allocated customers to develop new relationships or either as a first point of contact.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
Sell Customer Propositions
- Identify the products or services that best meet the customer's needs, use personal expertise to propose quantities within standard operating systems, policies and procedures.
- Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Customer Relationship Management (CRM) Data
- Schedule callback and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Performance Management
- Prioritise own workflow and ensure work is completed to the required standards of quality and timeliness; use performance management systems to improve personal performance to meet SLA.
Personal Capability Building
- Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Requirements
- General Education
- Matric / Grade 12 or SAQA Accredited Equivalent (essential) Regulatory Exam 5 (advantageous)
General Experience
- 1 year telephonic sales experience (essential)
Closing Date:11th, April 2022
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Specification
Sales Opportunities Creation
- Identify potential customers by obtaining information, and recommendations from multi-media call to action and affiliate campaigns as well as inbound functionality.
- Explore cross sell and referral opportunities.
Customer Needs Clarification
- Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions to assist in decision making and to identify and respond to areas requiring further information or explanation
Sell Customer Propositions
- Identify the products or services that best meet the customer's needs, use personal expertise to propose quantities within standard operating systems, policies and procedures.
- Explain the selection to the customer, influence the customer to make a brand selection with the best benefits to meet customerneeds.
Requirements
General Education
- Matric /Grade 12 or SAQA Accredited Equivalent (Essential); FAIS recognized qualification (Advantageous); Regulatory Exam 5 (Advantageous)
General Experience
- 1 year or more in a contact centre sales environment (Essential)
Closing Date:10th, April 2022
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Specification
Sales Opportunities Creation
- Identify potential customers by obtaining information, and recommendations from multi-media call to action and affiliate campaigns as well as inbound functionality.
- Explore cross sell and referral opportunities.
Customer Needs Clarification
- Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions to assist in decision making and to identify and respond to areas requiring further information or explanation
Sell Customer Propositions
- Identify the products or services that best meet the customer's needs, use personal expertise to propose quantities within standard operating systems, policies and procedures.
- Explain the selection to the customer, influence the customer to make a brand selection with the best benefits to meet customerneeds.
Requirements
General Education
- Matric /Grade 12 or SAQA Accredited Equivalent (Essential); FAIS recognized qualification (Advantageous); Regulatory Exam 5 (Advantageous)
General Experience
- 1 year or more in a contact centre sales environment (Essential)
Closing Date:10th, April 2022
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Introduction
Establish and drive strategic direction and execution of the data, campaigns and reporting enablement for the VAPS channels and products. Manage the optimal use of data for all Value Added Product campaigns and data (sales, collection, retention, service, admin and marketing). Track, influence, provide solutions and escalate any factors that might affect performance. Provide input to the rules determining contact data use and monitor controls and measure adherence to those rules.
Specification
Campaign and Reporting Strategy
- Make recommendations to improve reporting and analytics systems and platforms, contributing to the continuous improvement and refinement of Channel, data, campaigns and analytics strategy.
Stakeholder Engagement
- Develop stakeholder engagement through identifying stakeholders, finding out their needs/issues/concerns and reacting to these to support the communication of business information and decisions.
Leadership and Direction
- Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.
Operations Management
- Oversee an functional area with guidance from senior colleagues. Could involveresponsibility for development or delivery (or both).
- Supervise others working within established data systems.
Project Management
- Plan and manage the delivery of projects within an area of professional expertise, using an appropriate project management methodology to give assurance that intended outcomes are achieved.
Information and Business Advice
- Provide specialist advice on the interpretation and application of analytics systems, policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
Campaign Governance
- Ensure project compliance with the organization's wider program and/or portfolio management decision-making structures and processes.
Data Collection & Analysis
- Use, coordinate and advise on the use of data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Insights and Reporting
- Contribute to the design and creation of reporting strategies and templates.
- Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations.
Performance Management
- Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance
- management systems to improve personal performance.
- Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs.
- Plan and implement actions to build their capabilities.
- Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Requirements
- General Education
- Relevant Degree/Diploma (Essential)
General Experience
- 6 or more years experience in Campaign Management (Essential);
- Knowledge of Diallers (Essential);
- Knowledge of Operations and Marketing (Advantageous);
- Short Term and Long Term Industry experience (Advantageous);
- Experience in dealing with multiple stakeholders (Advantageous)
Managerial Experience
- 3 to 6 years experience in planning and managing resources to deliver predetermined objectives as specified by more senior managers (Essential)
Closing Date:17th, April 2022
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Introduction
Assist the Facilities Soft Services Manager to ensure the effective management of customer and supplier relationships as well as the efficient day to day running of operations at A&G Park, Capital Park and Selvage Yard.
Specification
Facilities
- Act as a first point of contact, dealing with correspondence and phone calls, managing diaries, organizing meetings, taking minutes and assist Facilities Soft Service Manager with day to day tasks. Arranging service schedules for all maintenance work to be done and ensure that they are done correctly.
- Responsible for the services in all meeting rooms, kitchens and pause areas, including Tea Ladies.
- Ordering, issuing and stock management of office refreshments for meeting rooms and kitchens.
Internal and External Stakeholder Relationship Management
- Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high-quality professional services to support in delivering business strategy and plans.
Administration
- Work on complex administrative processes and databases to develop and test administrative procedures to ensure they are fully in line with organizational needs.
Health, Safety & Risk Management
- Follow the organization's OHS policies, procedures and mandatory instructions; to identify and mitigate risks, and to safeguard the environment and the wellbeing of oneself and others. Perform monthly inspections as per the register and file hard copy for record keeping.
- Attending Internal & External Health & Safety Audits Maintain all the Health & Safety SLA's, which includes: fire extinguishers, signage, first aid bags, supplier files. Support disaster recovery and business continuity which Facilities is directly responsible.
- Ensure Service Provider OHS file is up to date and sign off by TIH OHS Manager.
Compliance
- Highlight shortcomings in compliance processes, systems and procedures and suggest appropriate improvements.
- Work is focused on an assigned unit or discipline.
- Ensure that business objectives and personal delivery aligns to and meets the company strategic principles.
- Ensure compliance to Building regulations, health and safety regulations.
- Ensure safety rules for contractors, risk assessments via safety regulations.
Business Meetings/Events Arrangement
- Schedule appointments, make arrangements for meetings and conferences, and following instructions to ensure more senior colleagues or a senior executive make best use of their time.
Improvement / Innovation
- Identify shortcomings in existing processes, systems and procedures, and use established change management programs to address them.
- Leverage all available information from our partners, the industry, and internally to ensure we are constantly reviewing our departmental processes, systems and protocols with a view to improve efficiencies.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.
- Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Requirements
- General Education
- Grade 12/ SAQA Accredited Equivalent (Essential);
- Facilities Management Certification / Diploma or similar (Advantageous)
General Experience
- 5 or more years customer service / administrative experience (Essential);
- Experience in a Financial Service Industry (Advantageous)
Closing Date:11th, April 2022
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Introduction
Develop, create, and modify general computer applications software or specialized utility programs. Analyze user needs and develop software solutions. Design software or customize software for client use with the aim of optimizing operational efficiency. May analyze and design within an application area, working individually or coordinating development as part of a team.
Specification
Application Software Development
- Develop existing and new applications by analyzing and identifying areas for modification and improvement. Develop new applications to meet customer requirements.
Improvement / Innovation
- Identify shortcomings and suggest improvements to existing processes, systems and procedures, then delivers a plan for a small element of a change management program with guidance from a project/program manager.
Applications Software Maintenance
- Monitor, identify, and correct straightforward software defects to maintain fully functioning applications software.
Testing IT Performance
- Perform routine website/applications software tests and respond to user emails to monitor, diagnose, and correct performance issues.
Information Security
- Implement required security measures such as firewalls or message encryption, monitoring performance to notify security experts of any problems.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential.
- Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Organizational Capability Building
- Provide instruction and informal advice to less experienced colleagues within the team to develop their skills.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
- Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Application Software Roadmap
- Maintain road map to facilitate application software development and ensure the development work is prioritized in line with business requirements.
Customer Service
- Carry out a range of customer service activities, including handling customer cases and enquiries that are more complex or outside the norm.
Requirements
General Education
- Grade 12/ SAQA Accredited Equivalent (Essential);
- A recognized software development certification/degree/diploma (Essential)
General Experience
- 3 or more years experience using relevant programming languages or technologies (Essential);
- Azure experience (Advantageous)
Closing Date:11th, April 2022
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Specification
Customer Relationships Development
- Make calls by telephone to allocated customers to develop new relationships or either as a first point of contact.
Customer Needs Clarification
- Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
Sell Customer Propositions
- Identify the products or services that best meet the customer's needs, use personal expertise to propose quantities within standard operating systems, policies and procedures. Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Customer Relationship Management (CRM) Data
- Schedule callback and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Performance Management
- Prioritise own workflow and ensure work is completed to the required standards of quality and timeliness; use performance management systems to improve personal performance to meet SLA.
Personal Capability Building
- Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Requirements
General Education
- Matric / Grade 12 or SAQA Accredited Equivalent (essential)
- Regulatory Exam 5 (advantageous)
EXPERIENCE General Experience
- 1 year telephonic sales experience (essential)
Closing Date: 22nd, April 2022
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Responsibilities:
- Assist clients with their financial portfolio
- Compliance and Quality Assurance
- Cross selling of all add on products
- Receive inbound calls and pro-actively make outbound calls to customers (relating Hippo.co.za medical insurance offerings) to enable achievement of Key Performance Indicators
- Reviewing existing clients’ policy with the aim of improving their benefits.
- Retaining clients by providing them with feedback on their products.
- Delivering efficient customer service levels through effective call management
- Consultants are responsible for performance in the following Key Responsibility Areas of:
- Roster Adherence
- Daily Sales Targets
- Manage dials and Talk-Time – practically demonstrate effort in work ethic through active dialling engaging with clients.
Requirements
Required Experience & Skills:
- Proven sales track record
- Excellent verbal command of the English Language
- Strong understand of the sales process and sales techniques
- A strong attention to detail
- Matric / SAQA accredited qualification*
- RE-5 and 120 FAIS Credits (advantageous)
- At least 12 months Sales experience in a Call Centre environment financial/Medical aid Retentions and Upselling services industry.
Closing Date: 29th, April 2022
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Specification
Operations Management
- Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).
- Plan, schedule and review workload to improve productivity by measuring results against targets.
- Ensure that operational activities are consistently executed according to operational and quality standards and manage exceptions proactively to meet or exceed customer expectations.
- Ensure that the overall area of responsibilities people indicators e.g. absenteeism, turnover and employee engagement results remain at a healthy level in accordance with benchmarks.
Program Realization of Business Benefits
- Develop and manage the delivery of a plan to evaluate and track business benefits and to identify actions needed to maximize these.
- Initiate, co-ordinate and manage any assigned projects in accordance with business requirement or functional area responsibility to ensure successful implementation of business change initiatives that will support continuous improvement.
Leadership and Direction
- Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.
Project and Program Stakeholder Engagement
- Develop and implement stakeholder engagement plans for projects to identify relevant stakeholders, to develop positive stakeholder relationships. Engage with all relevant people/other departments in the business and coordinate relevant inputs (people, systems and processes) to achieve or improve the required results (on time and according to the relevant quality standards).
Work Scheduling and Allocation
- Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these in order to improve individual and operational performance. Take appropriate corrective action and ensure that non-conformance and variances within the function is rectified as a high priority.
Continuous Improvement
- Continuously monitor and review the operational standards (Operating Procedures) to maintain the correct quality of operational activities and stimulate continuous improvement.
Budgeting & Costing
- Control all associated operational cost in accordance with the annual budget. Formulate the annual budget for the area of responsibility.
Building Capability
- Work within existing development framework to build own capabilities and those of direct reports.
- Establish goals and objectives for self and team and implement and measure accordingly to support or improve job performance (experience, ability, competence).
- Conduct and actively participate in Talent Management and Succession process and the development of identified talent.
- Provide a quarterly forward gearing plan to HR in order to support company demand planning for training and recruitment activities.
Compliance
- Ensure that all recruitment and employment is carried out in accordance to company policy and procedure and in compliance with current employment legislation. Deliver on Treating Customers Fairly principles in alignment with regulatory requirements.
Data Collection & Analysis
- Conduct research using primary data sources and select information needed for the analysis of key themes and trends.
Requirements
- General Education
- Grade 12/ SAQA Accredited Equivalent (Essential); Required FAIS Accreditation(Essential); Relevant 3 year Business Management or insurance industry related degree / diploma in management (Advantageous)
General Experience
- 5 or more years sales experience in a decision making position, within a financial services industry (Essential)
Managerial Experience
- 3 - 5 years experience in managing others and/or managing managers(Essential)
- 2-3 years in Sales Warranty (essential)
Closing Date: 15th, April 2022
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To manage, coach and guide a team. Ensure individual contributors are performing against targets, while reviewing their performance and coaching them to do so to assist in achieving the required operational results.
Specification
Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Performance Management
- Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance.
- Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives.
Customer Management (External)
- Help manage clients by carrying out standard activities and providing support to others.
- Manage customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.
Operational Compliance
- Identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.
Leadership and Direction
- Explain the local action plan to support team members in their understanding of what needs to be done and and how this relates to the broader business plan and the organization's strategy, mission and vision; motivate people to achieve local business goals.
Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching in own area of expertise to enable others to improve performance and fulfill personal potential.
Customer Relationship Management (CRM) Data
- Monitor team members' use of the customer relationship management system, identifying and resolving standard issues and escalating these to a senior manager as appropriate.
Insights and Reporting
- Extract and combine data to generate standard reports. Identify gaps and suggest improvements to achieve targets and goals.
Work Scheduling and Allocation
- Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.
Personal Capability Building
- Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.
- Keep up to date with business products and keep abreast of changes in the insurance industry, including competitor products.
- Gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Requirements
- General Education
- Matric / Grade 12 or SAQA Accredited Equivalent (Essential);
- Regulatory Exam
- Class of Business Certificate (Advantageous);
- Degree and/or diploma in business/marketing (Advantageous)
General Experience
- 5 or more years sales experience (Essential)
- Experience in Financial Services Industry (Advantageous)
Managerial Experience
- 3 or more years sales experience in a leadership role (Essential)
Closing Date: 14th, April 2022
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Job Specification:
- Effectively manage contacts from start to finish with customers, regardless of the data distribution channel.
- Contribute to the achievement of organisational objectives through understanding and delivering the required individual targets (e.g. achieving talk time targets, sales targets etc.).
- Deliver efficient customer service levels through effective call management.
- Achieve operational requirements and service delivery through effective time and attendance management.
- Connect, develop rapport, form relationships and ensure positive customer experiences at all times.
- Understand the customers’ unique profile, identifying a relevant course of action based on customer needs and undertake an appropriate course of action ensuring customer satisfaction.
- Responsible for individual actions and the delivery of high quality standards.
- Deliver the Telesure Service Way through personal effort and through others.
- Deliver on Treating Customers Fairly principles in alignment with regulatory requirements
Requirements
Essential:
- Matric / Grade 12/ SAQA Accredited Equivalent*
- At least 1- 2 years sales experience, preferably in the short term or long term insurance industry
Desirable:
- Familiar with Legal Products
- The appropriate FAIS accreditation and RE
- A relevant 3 year Business related degree / diploma
Closing Date: 14th, April 2022
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Specification
Business Requirements Identification
- Analyze business requirements and to identify root cause rather than reacting to symptoms. Business requirements need to be clearly documented within the scope of use, definitions and assumptions made. Develop solutions that address business requirements and objectives. Refine solutions over time as more information becomes available.
Stakeholder Engagement
- Collaborate with internal (Actuarial) and external (Business) stakeholders. Keep stakeholders informed and up to date with project/analysis delivery and provide clear and concise feedback to stakeholders. Maintain measurable service levels on business requests and provide feedback that speaks to the business issue observed. Be on time and prepared for meetings with Business.
Data Collection & Analysis
- Use data from a wide range of sources to analyze key themes and identify possible impacts on the business. Extract and verify data used for actuarial models. Data/information to be reconciled against credible data sources (for example financials) to ensure the data is complete and accurate. Ensure definitions and assumptions are aligned to the problem statement Before data is used for analysis/modelling, review and acquire the required signed-off from the Technical Manager.
Actuarial Modeling
- Develop, maintain and implement actuarial models and processes. Models to be fit for purpose and able to estimate the reality accurately. Models (and any form of estimation) to be clearly documented with the scope of use, definitions, data, and assumptions made. Regularly monitor models to ensure model performance and that they are communicated back to the business. Before Models are used for estimation within the Business, the Senior Actuarial Analyst should review and acquire signed-off.
Model deployment and testing
- Effective impact and sensitivity analysis to be performed before any deployment is done. Translate results from the impact/sensitivity analysis to Business, to provide insight and what various pricing changes will mean to profitability and policy growth within all brands and distribution channels. Maintain and develop documentation on model/pricing and clearly state what needs to be deployed and how testing will be done to ensure the deployment is successful. Ensure monitoring process are in place to measure the performance of the model/pricing.
Insights and Reporting
- Translate the monitoring results so they can be understood by Business. Provide an ecosystem where data and data analysis is nimble and easy to access by any team member. Provide insights from monitoring to inform the Business of future modelling endeavours.
- Ensure monitoring is accurate and complete and regularly validated against credible data sources. Review of results on a regular basis and ready to be presented to the Actuarial Management level.
Improvement / Innovation
- Review existing operations in own area of work and implement innovation processes to generate new ideas and ensure continuous improvements are delivered. Stay up to date with Business developments and develop solutions proactively within Business.
- Ensure data processes are continuously maintained and kept up to date. Continuous development/research of modelling techniques and feature engineering to improve model estimates.
Leadership and Direction
- Explain the local action plan to support team members in their understanding of what needs to be done and and how this relates to the broader business plan and the organization's strategy, mission and vision; motivate people to achieve local business goals.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance. OR Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal. Manage the development of pipelines and succession planning as well as performance scoring and management. This includes the setup of performance contracts and personal development.
Operational Compliance
- Identify, within the team, instances of non-compliance with the organization/ actuarial policies and procedures and/ or relevant regulatory codes and codes of conduct, reporting these and escalating issues appropriately. Maintain standards of integrity and professionalism as set out by the Actuarial Society of South Africa.
Building Capability
- Mentor and coach staff on a technical and professional front. Mentor and coach staff to develop data analysis, aggregation and cleaning skills and how to develop models and the review thereof.
Requirements
- General Education
- Bachelors / Honours degree in Actuarial Science or similar (Essential);
- Qualified or making good progression toward Actuarial qualification (Essential)
General Experience
- 2 or more years actuarial experience within a Short-Term insurance environment (Essential)
Managerial Experience
- 1 or more years experience in general supervision of more junior colleagues (Essential)
Closing Date: 7th, April 2022
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Specification
Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Performance Management
- Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance.Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives.
Customer Management (External)
- Help manage clients by carrying out standard activities and providing support to others.
- Manage customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
- Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Leadership and Direction
- Supervise a team performing routine work.
Capability Building
- Use the organization's formal development framework to identify the team's individual development needs.
- Plan and implement actions to build their capabilities. Provide training or coaching in own area of expertise to enable others to improve performance and fulfill personal potential.
Customer Relationship Management (CRM) Data
- Monitor team members' use of the customer relationship management system, identifying and resolving standard issues and escalating these to a senior manager as appropriate.
Insights and Reporting
- Extract and combine data to generate standard reports. Identify gaps and suggest improvements to achieve targets and goals.
Work Scheduling and Allocation
- Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.
- Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Document Management
- Maintain files and records and oversee the documents prepared by the Dealer Support Assistant's.
- Make any changes necessary before submission to Dealer Operational Manager.
Data Collection and Analysis
- Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
Requirements
- General Education
- Matric / Grade 12 or SAQA Accredited Equivalent (Essential); Regulatory Exam 5, dependent on DOFA date (Essential); Full 150 STI credits, dependent on DOFA date (Advantageous); Degree and/or diploma in business/marketing (Advantageous)
General Experience
- 5 or more years administrative experience (Essential); Experience in Financial Services Industry (Advantageous)
Managerial Experience
- 6 Months or more experience of general supervision within a similar role (Advantageous)
Closing Date: 6th, April 2022
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Specification
Operations Management
- Supervise others working within established operational systems.
Customer Management
- Manage relationships with clients and act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.
Customer Needs Clarification
- Ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Operational Compliance
- Identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance. Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.
Work Scheduling and Allocation
- Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.
Leadership and Direction
- Explain the local action plan and targets to support team members in their understanding of what needs to be done and how this relates to the broader business plan; motivate people to achieve local business goals and targets.
Organizational Capability Building
- Use the organization's formal development framework to identify the team individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others in own area of expertise to enable others to improve performance and fulfill personal potential.
Insights and Reporting
- Contribute to the preparation of various ad hoc data and analytics reports.
Personal Capability Building
- Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment. Keep up to date with business products and keep abreast of changes in the insurance industry, including competitor products.
Requirements
- General Education
- Matric / Grade 12 or SAQA Accredited Equivalent (Essential); Regulatory Exam 5, dependent on DOFA date (Essential); Full 150 STI credits, dependent on DOFA date (Essential); Degree and/or diploma in business/marketing (Advantageous)
General Experience
- 3 or more years call centre sales experience (Essential); Experience in Financial Services Industry (Advantageous)
Managerial Experience
- 1 or more years experience of supervising and directing people and other resources to achieve specific end results within limited timeframes (Essential)
Closing Date: 6th, April 2022
Method of Application
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