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  • Posted: May 22, 2023
    Deadline: Not specified
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    Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africas leading and innovative financial institutions. These financial institutions are licensed to provide financial products and/or services ranging from short-term, long-term and health insurance as well as a comparison and investment platforms. Our origins go back to ...
    Read more about this company

     

    Manager Data Science (Gauteng)

    JOB PURPOSE

    Manage a small team that is responsible for delivering Data Science related objectives in collaboration with the TIH relevant business units, using mathematical and data related methods (e.g., machine learning, statistical analysis, optimization, etc.). Responsible for designing, implementing, maintaining, measuring the effectiveness of (e.g., ROI), and optimizing models within TIH. These models should drive strategic intent and operational effectiveness.

    RESPONSIBILITIES

    Advanced and Predictive Analytics
    Employ machine learning techniques and build predictive, descriptive, and behavioral models to help achieve various business performance indicators and to help identify business opportunities, linking insights to actionable recommendations. Manage the continuous optimization cycle of these models including implementation, automation, reporting, measuring effectiveness, considering impact on behaviours, considering impact of external factors, redesigning, etc. Monitor and quantify the impact of models on TIH business, its customers (e.g., customer experience) and other stakeholders. 

    Data and Analytics Strategy
    Plan all business and technical aspects of different data and analytics systems and platforms. Understand features and properties, ensure data integrity of new and existing tracking of these systems and platforms.

    Information and Business Advice
    Provide specialist guidance on the interpretation and application of predictive analytics, resolving complex or contentious queries and issues and enabling others to take appropriate actions. Present and communicate models, results, etc. up to group exco level.

    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. Design and implement Predictive or Renumeration models in consultation with stakeholders (e.g., operational or business units). Build key relationships and collaboration across the business. Assist your Data Science team colleagues across the different areas of Data Science (Data, Analytics, Business Intelligence, Business Analysis, Campaigns) with thoughtful input on methods, logic and reasoning. Equivalently and effectively leverage the assistance of your Data Science colleagues.

    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. Present, and communicate high-impact data and analytics insights and recommendations to critical internal and external stakeholders. Calculate the ROI of the projects and models and present to key stakeholders.

    Data Exploration
    Perform complex statistical analysis and utilize data mining, modelling, and testing techniques to enable data analysis. Understand the different business areas or critical business challenges/ opportunities.

    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.

    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.

    Data Management
    Manage key aspects of the data management system with guidance from senior colleagues. This includes being responsible for developing or operating key elements of the system.

    Continuous Improvement
    Review existing operations in own area of work and other business units and implement innovation processes to generate new ideas and ensure the required continuous improvement outcomes are delivered.

    Project Management
    Manage a portfolio of projects while reporting to senior colleagues. Deliver on project outcomes and manage timelines effectively.

    Organizational Capability Building
    Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal 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
    Act as subject matter expert in an area of expertise and take responsibility for personal development in areas including (but not limited to) data, modelling, programming, behavioural analytics, industry and our business through continuing professional development, attending conferences, and reading specialist media.

    Requirements
    General Education

    • Grade 12/ SAQA Accredited Equivalent (Essential)
    • 3 - year degree in Information Technology / Sciences / Informatics / Applied Mathematics / Statistics / Quantitative sciences / Actuarial sciences / Data Mining / Economics (Essential)
    • Master’s Degree in Information Technology / Sciences / Informatics / Applied Mathematics / Statistics / Quantitative sciences / Actuarial sciences / Data Mining / Economics (Advantageous);
    • Completion of MOOC's (e.g., EdX, Coursera) (Advantageous)

    EXPERIENCE
    General Experience

    • 6 or more years working experience within an analytical, data science or computer science environment (Essential);
    • Experience in the Financial Services Industry,
    • Short-Term Insurance (Advantageous)

    Managerial Experience

    • 2 - 4 years management team lead experience of a small team 2-6 people (Essential)

    go to method of application »

    Motor Assessor | Cape Town

    JOB PURPOSE

    Responsible for accurately assessing the damage/loss incurred by customers to determine the appropriate cost and safe repair methods.

    RESPONSIBILITIES
    Operations Management
    Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards. Make fair, honest, accurate reasonable cost related decisions through the vehicle claim life cycle. Accurately assess vehicle damage to determine cost effective and safe repairs using the correct repair method. Undertake vehicle assessments in line with underwriting terms & conditions & claims protocols.

    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. Consistently provide service in accordance to the pre-agreed service and functional standards. Provide excellent service to our customers both on the phone and in person. Providing excellent key to key customer repair times to increase customer advocacy.

    Client & Customer Management (External)
    Help manage clients by carrying out standard activities and providing support to others. Effectively engage with the customers and deliver service that goes beyond what is expected (more than just the claim). Effectively build, maintain and manage relationships with service providers and customers.

    Continuous Improvement
    Contribute to reviewing existing operations in own area of work and generate new ideas to assist in identifying continuous improvements. Conduct workload activities in most efficient and cost-effective manner.

    Personal Capability Building
    Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Internal knowledge and skills of industry methods and process not relying on partners / industry to advise and dictate. Specialise in specialist vehicle knowledge and apply skills to optimise repair cost.

    Insights and Reporting
    Write accurate assessment reports, negotiating correct scope & costs for vehicle repairs with contracted repairers.

    Requirements
    EDUCATION
    General Education

    • Grade 12 / SAQA Accredited Equivalent (Essential); VDQ (Vehicle Damage Quantifier) Qualification (Essential); Mechanical Engineering / Panel beating N2/ N3 level / (Advantageous)

    EXPERIENCE
    General Experience

    • 2 - 4 years’ work experience in the following (Advantageous): Workshop / Motor Industry experience Front line / client relationship experience in a panel beating environment; Practical panel beating, spray painting, mechanical and electrical experience; Assessing experience at a short term insurer or Estimating in a panel beating environment.

    go to method of application »

    Team Lead: Customer Services (Digital Communications)

    JOB PURPOSE:

    To 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.

    RESPONSIBILITIES:
    Operations Management
    Supervise a team/teams within the Contact Centre to drive outcomes needed to be effective and efficient.

    Organisational Capability Building
    Use the organisation'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.

    Customer Relationship Management (CRM) Data
    Enter customer information that has been gathered through research and/or through direct customer contact into the customer relationship management system, to ensure that the organisation has quality data to enable effective customer retention and business development activities. Ensure that direct reports maintain up-to-date customer relationship management data, identifying and resolving issues.

    Leadership and Direction
    Explain the local action plan to support team members in their understanding of what needs to be done and how this relates to the broader business plan and the organisation'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. Monitor the performance of the team; take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.

    Customer Service
    Act as first-line supervisor of a team providing operational support and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Ensure effective customer relationships and maintain customer satisfaction at all times.

    Customer Management
    Help manage customer relationships by using relevant systems.

    Insights and Reporting
    Collect and interpret relevant data and transform the data collected into meaningful and easy to read reports.
    Improvement / Innovation
    Identify shortcomings in existing processes, systems and procedures, and use established change management programs to address them.

    Operational Compliance
    Identify, within the team, instances of non-compliance with the organisation's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.

    Correspondence
    Respond to requests and escalated requests using telephonic conversation or emails (internal and external stakeholders).
    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.

    BEHAVIORAL COMPETENCIES:
    Customer Focus
    Builds strong customer relationships and delivers customer-centric solutions. For example, solicits customer feedback and data; conveys a clear understanding of the level of service the team is providing; takes action when standards are not met by team; aligns business process with customer needs.

    Communicates Effectively
    Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, tailors communication content and style to the needs of others. Pays attention to others' input and perspectives, asks questions, and summarizes to confirm understanding.

    Situational Adaptability
    Adapts approach and demeanor in real time to match the shifting demands of different situations. For example, serves as an example of adaptability and provides guidance and support to help others adapt to new situations. Considers the needs of clients, constituents, and the organization; shifts priorities appropriately.

    Drives Results
    Consistently achieves results, even under tough circumstances. For example, emphasizes the importance of results; encourages a sense of urgency in others; challenges poor outcomes or unproductive behaviors. Provides assistance or encouragement to help others over obstacles.

    Ensures Accountability
    Holds self and others accountable to meet commitments. For example, measures and tracks team's and own performance, and helps the team learn from success, failure, and feedback. Adheres to, and enforces, goals, policies, and procedures.

    Being Resilient
    Rebounds from setbacks and adversity when facing difficult situations. For example, has excellent composure and professionalism, even in very difficult situations; acts as a steadying force or role model for others. Skillfully overcomes obstacles, learns from failures, and uses these lessons to improve subsequent efforts.

    Interpersonal Savvy
    Relates openly and comfortably with diverse groups of people. For example, picks up on group interpersonal dynamics and finds ways to work effectively within these parameters; resolves difficult interpersonal situations within the team; works to build greater group harmony. Coaches team members on interpersonal skills.

    Manages Complexity
    Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, consistently looks at complex issues from many angles; obtains a rich and deep understanding; swiftly cuts to the core issue; skillfully separates root causes from symptoms.

    Decision Quality
    Makes good and timely decisions that keep the organization moving forward. For example, consistently demonstrates strong judgment; may be sought out by others for expertise and guidance. Takes smart, independent action in urgent and non-routine situations, knows when to escalate for others' involvement.

    Directs Work
    Provides direction, delegating, and removing obstacles to get work done. For example, confirms mutual agreement on accountabilities, fostering strong coordination and minimizing duplicated efforts. Communicates delays or problems early so others can manage their own work schedules effectively.

    SKILLS:
    Customer Service
    Delivery Use comprehensive knowledge and skills and guide and train others to meet high customer service standards.

    Compliance
    Use comprehensive knowledge and skills and guide and train others to achieve full compliance with applicable rules, regulations and policy and procedures in management and/or operations.

    Verbal and Written Communication
    Use clear and effective verbal and written communications skills and provide technical guidance when required to express ideas, request actions and formulate plans or policies.

    Planning and Organising
    Provide technical guidance when required to plan, organise, prioritise and oversee activities to efficiently meet business objectives.

    Action Planning
    Provide technical guidance when required to develop appropriate plans or perform necessary actions based on recommendations and requirements.

    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 organisation reach its goals.

    Customer System Operation
    Provide technical guidance when required to understand and effectively operate all customer management systems. Knowledge of Avaya customer system.

    Data Collection and Analysis
    Provide technical guidance when required to analyse data trends for use in reports to help guide decision making.

    Data Management
    Provide technical guidance when required to acquire, organise, protect and process data to fulfill business objectives.

    Reporting

    Provides technical guidance when required to create relevant, lucid and effective reports.

    Computer skills

    • Support business processes by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed. Proficient in MS Office.

    Requirements
    EDUCATION:
    General Education

    • Matric / Grade 12/ SAQA Accredited Equivalent (Essential)
    • General Experience
    • 3 or more years' experience in a customer service environment within the insurance industry (Essential)
    • Experience in a call centre environment (Essential)
    • Experience with Avaya related system (Advantageous)

    General Experience

    • 1 or more years' experience of supervising and directing people and other resources to achieve specific end results within limited timeframes (Essential)

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    Customer Service Consultant: Budget Insurance (Afrikaans Speaking)

    JOB PURPOSE

    Obtain and capture information from insured or designated persons for purpose of settling claim with insurance carrier. To assist with administrative amendments, provide information and insights on policies, additional benefits and up-sell products to the customer.

    Requirements
    RESPONSIBILITIES
    Customer Management (External and Internal)
    Help manage customers by carrying out standard activities and provide solutions for first call resolution and completion of customer request and executed according to the required standard.

    Customer Needs & Analysis
    Ask questions and probe for clarity to gathers relevant information to assist in resolving customer request

    Up-sell Customer Propositions
    Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and influence the customer to make a purchase.

    Correspondence
    Respond to routine requests using telephonic conversation or emails and to more unusual requests by editing templates to create customized responses (internal and external).

    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.

    Administration
    Update policy information e.g change of address, change policy holder details, banking details and attend to the customer request on a range of policy related issues. Provide best practice support to customers on the administration process requirements and other departmental systems, in line with claims policy, rules and SLAs.

    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

    Work Scheduling and Operational Compliance

    Work according to an assigned schedule. Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

    TECHNICAL COMPETENCIES
    Verbal and Written Communication
    Use clear and effective verbal and written communication skills provides technical guidance when required to express ideas, request actions, and formulate plans or policies.

    Numerical Skills
    Use an understanding of numerical concepts to perform mathematical operations such as report analysis and provides technical guidance when required.
    Interpret financial data.; Basic knowledge of accounting principles.

    Up-selling Opportunities
    Provide technical guidance to maximize up-sell opportunities with customers.

    Data Collection and analysis
    Analyze information and data to help guide decision making.

    Understands Customer Needs
    Articulate the customer needs in the customer's business language and business context.

    Attention to Details
    Apply concepts of knowledge / skill and be attentive to details.

    Presentation skills
    Communicate with other people by speaking in a clear, concise and compelling manner.

    Computer skills
    Support business processes by understanding and effectively using standard office equipment and standard software packages.
    Basic computer skills required.; Microsoft Outlook (Basic).

    Policy and procedures
    Monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
    General STI industry policies and procedures.

    Planning and Organizing
    Plan, organize, prioritize and oversee activities to efficiently meet business objectives

    Action Planning
    Develop appropriate plans or perform necessary actions based on recommendations and requirements.

    EDUCATION
    General Education

    • Matric / Grade 12/ SAQA Accredited Equivalent (Essential)
    • Regulatory exam 5 (Advantageous)
    • Class of Business (Advantageous)
    • Customer Service certificate/or related qualification (Advantageous)

    EXPERIENCE
    General Experience

    • 2 or more years customer service experience (Essential)
    • Able to speak, read and write advance Afrikaans (Essential)
    • 1 year call centre experience in Financial services industry (Advantageous)

    go to method of application »

    Senior Manager - Enterprise Project Office (Gauteng)

    JOB PURPOSE

    Manages a project support office or project management office of project managers. Oversee and manage a team of organisational change managers and a team of business analysts to support project demand and delivery of business requirements for project delivery. Drives the creation, implementation, and management of project management methods and project delivery support capabilities and frameworks for the company.
     
    RESPONSIBILITIES
    Project Framework Design
    Lead the development of project and program management frameworks and tools to ensure that these meet the needs of key internal and external stakeholders.

    Culture of Innovation
    Drive a culture of innovation by creating multi-stakeholder processes that boost creativity, innovation, and collaboration across business units, leveraging advancements and modern frameworks such as Agile, SAFE.

    Project Governance
    Ensure that roles and responsibilities are clearly defined within the project delivery and program management office teams, and ensure program and project compliance with the organisation's wider governance structures and processes.

    Project Portfolio Risk Management
    Take responsibility for developing and delivering the project and program risk management and/or control policies and procedures.

    Project Reporting and Review
    Specify and lead the delivery of the review process at project and program levels to ensure that stakeholders are able to evaluate progress and agree on change at appropriate points.

    Policy Development & Implementation
    Develop functional or operational policies and help develop policy frameworks for area of responsibility or department. Take responsibility for creating underlying procedures and monitoring  their implementation.

    Project Team Management
    Leads large project and program teams (or multiple small to medium teams); defines the project/program vision and communicates the outcomes needed along with guidance to achieve outcome, manages resources across projects/programs; negotiates flow of additional team members on and off the team as needed; and builds the capability of the team through training, coaching and mentoring.

    Portfolio Management
    Initiate and lead the governance and delivery of programs within a significant area of responsibility, using an appropriate program and project management methodology to give assurance that intended outcomes are identified and achieved.

    Project Resource Management
    Lead the negotiation and deployment of substantial, complex annual and longer-term program and project resource budgets, providing forecasts and presenting variances with narrative at appropriate review points to ensure effective utilisation.

    Project Scope Realisation
    Lead the development and implementation of a strategy to ensure that intended business requirements are realised across a program enabling business to report on project benefits realised.

    Information and Business Advice
    Provide authoritative specialist advice to the leadership team of a small or nationally based organisation or subsidiary to guide the implementation of policy and the design and implementation of projects and change initiatives.

    Organisational Capability Building
    Identify the capabilities needed to meet the current and emerging business needs of a significant business area. Evaluate current capabilities, identify gaps, and prioritise development activities. Motivate others to develop their capabilities and fulfill their personal potential. Build capabilities elsewhere in the organisation through mentoring and other informal methods.

    Leadership, Direction and Influence
    Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organisation's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals. Map and develop a network of diverse stakeholders, technologies, and ideas whose influence is critical to the achievement of digital plans and objectives.

    Performance Management
    Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
     Should you not hear from our team in 30 days, kindly consider your application unsuccessful.
     Unlock your greatness & be unstoppable
     
    Requirements
    GENERAL EDUCATION

    • Grade 12/ SAQA Accredited Equivalent (Essential)
    • Relevant Project Management qualification (Essential)
    • Business related Degree/Diploma (Essential)
    • Agile and SCRUM certification (Essential)
    • Post Graduate qualification (Advantageous)

     
    GENERAL EXPERIENCE

    • 8 or more years' project, programme and portfolio management experience (Essential)
    • Experience in functional decomposition, business analysis, DSDM requirements management, process improvement and optimisation (Essential)
    • KANBAN and ADKAR experience (Essential)

     MANAGERIAL EXPERIENCE

    • 3 to 6 years' experience of planning and managing resources to deliver predetermined objectives as specified by more senior managers (Essential)

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    Operations Consultant - Afrikaans Speaking (Gauteng)

    Description

    Upselling Expected Behaviour: Net Upsell Premium to Target Talk Time Expected Behaviour: Achieve talk time target of 4.5 hours Complaints and Compliments Expected Behaviour: "Complaints

    go to method of application »

    Customer Service Consultant (Auto and General) (Gauteng)

    JOB PURPOSE

    Obtain and capture information from insured or designated persons for purpose of settling claim with insurance carrier. To assist with administrative amendments, provide information and insights on policies, additional benefits and up-sell products to the customer.

    RESPONSIBILITIES
    Customer Management (External and Internal))
    Help manage customers by carrying out standard activities and provide solutions for first call resolution and completion of customer request and executed according to the required standard.

    Data Collection & Analysis
    Ask questions, gathers relevant information to assist to resolve customer request.

    Administration
    Update policy information e.g change of address, change policy holder details, banking details and attend to the customer request on a range of policy related issues. Provide best practice support to customers on the administration process requirements and other departmental systems, in line with claims policy, rules and SLAs.

    Up-sell Customer Propositions
    Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and influence the customer to make a purchase.

    Correspondence
    Respond to routine requests using telephonic conversation or emails and to more unusual requests by editing templates to create customised responses (internal and external)

    Work Scheduling and Operational Compliance
    Organise own work schedule each day in line with changing priorities. Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

    Document Management
    Create, organise and maintain files containing the correspondence relating to policies and matters.

    Requirements
    EDUCATION
    General Education

    • Matric / Grade 12/ SAQA Accredited Equivalent (essential)
    • Regulatory exam 5 and FAIS (essential)
    • Class of Business

    EXPERIENCE
    General Experience

    • I year call centre experience in the Short term insurance industry (essential) or 3 years call centre experience in Financial services industry

    go to method of application »

    Automation Marketing Manager: Hippo (Gauteng)

    JOB PURPOSE

    Contribute to the Hippo business goals through the application of CRM technology and CRM techniques, particularly the use of Salesforce Marketing Cloud. Responsible for campaign management across direct marketing acquisition initiatives. Manage and report on the Hippo database and utilise data insights to improve marketing efficiency. Ensure regular relationship management with relevant marketing agencies.

    RESPONSIBILITIES
    Customer Relationship Management (CRM) Data
    Ensure that an internal function and/or a cross-functional customer account team maintains high-quality customer information; monitor and review information quality to ensure that it is fit for purpose. Provide user input to the development or improvement of the customer relationship management system to ensure it meets immediate and longer-term business needs. Evaluate impact of various CRM strategies in terms of increased business. Ensure updates are made as and when required. Assist with marketing research and leverage information stored in the CRM system.

    Data Collection & Analysis
    Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature. Manage data and oversee all data transfers within the business units. Use the life-cycle to communicate via email, SMS or direct marketing, the marketing communication strategy, to promote new business or encourage retention and reactivation, through Cross Selling and Upselling. Utilise customer data in order to leverage further revenue. Develop a system to deal effectively with customer complaints, ensure they are resolved, and ensure complaint records are kept up to date.

    Customer Relationship Development / Prospecting
    Develop and implement relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision makers and influencers within the customer organisation and to enable effective two-way flow of information and resolution of issues.

    Customer Service
    Lead and direct a major customer service function or department. This includes taking responsibility for planning and delivery, and for setting strategic direction within the wider business framework. Improve and maximise the customer life time value through the application of CRM and Marketing techniques. Maintain a customer touch-point life-cycle, to clearly shows each and every interaction the brand has with customers.

    Customer Experience Strategy
    Lead the implementation of the CX business plan, ensuring the right resources are in place to execute on the CX strategy across the various stages of the customer and product life cycle. Lead the development of a holistic CRM strategy and incorporate sound CRM business principles. Regularly present CRM strategies, performance and any other general developments, to the various organisational units.

    Client & Customer Management (External)
    Manage key client and customer relationships. Likely to involve using agencies to maintain customer satisfaction and loyalty. Manage relationship with system provider to ensure that the system works effectively, minimise down time and meet organisational requirements. Manage the relationship with the Direct Marketing service provider.

    Leadership and Direction
    Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organisation's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals. Manage and oversee the Direct Marketing function of the business unit and set out clear goals to be achieved.

    Operational Compliance
    Maintain and renew a deep knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Identify, within the team, patterns of non-compliance with the organisation's policies and procedures, and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate. Oversee that data transfers are secure, and compliant with current legislation. Ensure NDA’s are in place with CRM system provider to secure any and all data transfers.

    Work Scheduling and Allocation
    Develop medium- or long-term work schedules that enable the organisation to achieve its business goals. Involves coordinating across multiple teams. Plan and integrate CRM system into the Call Centre to improve effectiveness of agents, and ensure Call Centre operates at maximum performance. Ensure Direct Marketing efforts meet business requirements and goals.

    Internal Client Relationship Management
    Manage relationships with strategic internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and mobilising appropriate internal and/or external resources to support in delivering business strategy and plans. Update relevant business stakeholders regarding planned CRM activity.

    Improvement / Innovation
    Identify shortcomings in existing business practices, then suggest and implement improvements while developing and delivering projects or a work stream within the organisation's change management program. Involves working with guidance from senior colleagues. Actively seek to find innovative and cutting edge ideas to maximise customer experience and leverage off the CRM system; Monitor and constantly enhance all marketing and transactional communications to ensure quality and that copy/creative is up to date and the brand is appropriate and current.

    Budgeting & Costing
    Develop and/or deliver budget plans with guidance from senior colleagues. Manage and control the CRM and Direct Marketing budget.

    Performance Management
    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; acquire staff resources, develop succession plans, manage and develop staff to ensure the right people are in place to support service delivery, achieve production and performance targets at all times.

    Requirements
    EDUCATION
    General Education

    • Relevant Bachelor Degree or equivalent. (Marketing Management/CRM) (Essential);
    • Relevant Post Graduate Qualification (Advantageous)

    EXPERIENCE
    General Experience

    • 3-5 years' experience in the CRM field (Essential);
    • 3 or more years experience in managing external providers (Essential);
    • Exposure to various CRM systems and Platforms, particularly Salesforce Marketing Cloud (Essential); Online/Digital experience (Essential)

    Managerial Experience

    • 3 years' experience in a relevant management position (Essential)

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    Junior Accountant (Gauteng)

    Job Purpose
    Provide support to the Financial Accountants and record and review financial transactions to ensure completeness, accuracy and timely submission of information used to support the business in their financial decision making and ensure statutory compliance.

    Responsibilities
    Financial Accounting
    Support others by carrying out financial monitoring tasks. Check cash book batches and reconciliations to ensure that transactions are allocated accurately and submit timeously to the accountants on a weekly basis. Prepare monthly balance sheet and income statement journals, reconciliations and schedules and ensure that all supporting documentation is attached in the month end file for review by the Financial Accountant. Prepare VAT reconciliations for review by the Financial Accountant on a monthly basis.
    Management accounting and financial management
    Deliver standard operational or administrative processes, interpret instructions and make choices (from defined options) to get the job done. Check accounts payable and receivable batches on a daily basis to ensure that transactions are allocated accurately in terms of amounts, VAT, description and account. Control and review the age analysis of the accounts payable on a monthly basis to ensure that it is within the agreed terms and conditions of the suppliers agreements.

    Operational Compliance
    Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work. adhere to mandatory procedures to ensure own work is undertaken to the required standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

    Data Collection & Analysis
    Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.

    Customer Management
    Assist with general customer queries and difficult customers. Liaise with auditors, external business partners and internal customers on a daily basis to provide accurate information and respond and resolve enquiries to a satisfactory outcome.

    Data Management
    Record financial transactions on a daily basis into the applicable business systems to ensure the accuracy and completeness thereof.

    Improvement / Innovation
    Find new and innovative ways to provide a more efficient, responsive and speedy process to enhance the overall effectiveness of financial reporting and customer service.

    Requirements
    General Education

    • Matric/Grade 12/ SAQA Accredited Equivalent (Essential);
    • BCom degree in Accounting or similar - SAICA accredited university (Essential)

    General Experience

    • 2 years’ experience in a similar role (Essential);
    • Experience within the financial services industry (Advantageous)

    Method of Application

    Build your CV for free. Download in different templates.

  • Send your application

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