Jobs at Telesure Investment Holdings (TIH)

Job Purpose

• Inbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Needs a solid knowledge of products, their characteristics, and market as well as focus on growth of  the brand.

Responsibilities

Customer Relationships Development

• Make calls by telephone to allocated customers to develop new relationships or as a first point of contact.

Customer Needs Clarification

• Interview the customer, following a complex multi-level sales script, to clarify the customer's requirements. Or assist in conducting interviews with potential customers to collect client requirements making detailed notes. 
• Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.

Sell Customer Propositions

• Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Use personal expertise to propose quantities within standard operating systems, policies and procedures. Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs.

Operational Compliance

• Develop working knowledge of the organisation's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Customer Relationship Management (CRM) Data

• Schedule call back and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organisation has quality data to enable effective customer retention and business development activities.

Performance Management

• Prioritise own workflow and ensure work is completed to the required standards of productivity, quality, and timeliness; use performance management systems to improve personal performance to meet SLA.

Personal Capability Building

• Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.

Sales Opportunities Creation

• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Education

• Matric /Grade 12/ SAQA Accredited Equivalent/ FAIS and Regulatory Exam 5 qualification (Essential)

Experience

• 2-3 year telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous).

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Job Purpose

• Assist and support the PM to develop and maintain intermediary relationships by assisting with intermediary queries. Administer and issue of policies, endorsements, new business and renewals. Direct and manage enquiries to other internal departments such as Risk Desk, FAC desk, Survey department and Claims department.

Responsibilities

Underwriting Management

• Support the underwriting of new business and renewal cases by verifying the completeness and accuracy of information and checking against standard rates, referring issues to senior colleagues when necessary.

Insurance Policy Administration

• Evaluate new and updated customer and policy information on the relevant systems and set up premium collections, liaising with the intermediary to clarify incomplete and potentially inaccurate information and referring unresolved issues to others.

Document Management

• Create, organize and maintain files containing the correspondence and records. Obtain all required information and documents to proceed with the claim.

Administration

• Produce, update and provide best practice support on a wide range of MS documents, databases and other departmental systems to support the work of more senior colleagues.

Intermediary / Customer Service Management

• Carry out standard intermediary / customer service activities and handle simple customer enquiries.

Stakeholder Engagement

• Support stakeholder engagement by arranging actions, meetings, and events.

Compliance

• Work within standard compliance systems and report simple non-compliance issues. Comply with service level agreements and quality standards.

Personal Capability Building

• Maintain and build relevant knowledge and ensure effective updating of own product and system knowledge. Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Continuous Improvement

• Contribute to optimising work practices and procedures and generate new ideas to assist in identifying continuous improvements and growth for broker's.

Data Management

• Support others by working on a variety of data management tasks.

Performance Management

• Assure all work meets technical / operations standards for quality and timeliness; use performance management systems to improve personal performance.

External Communications

• Create positive experiences for clients by interacting courteously with them.

Education

• Grade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business – product knowledge (Essential)

Experience

• 1 – 3 years Financial Services industry experience (Essential); Short-term insurance product knowledge / intermediary experience (Advantageous).
   

go to method of application »

Job Purpose

• Outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Needs a solid knowledge of products, their characteristics, and market as well as focus on growth of  the brand.

Responsibilities

Customer Relationships Development

• Make calls by telephone to allocated customers to develop new relationships or as a first point of contact.

Customer Needs Clarification

• Interview the customer, following a complex multi-level sales script, to clarify the customer's requirements. Or assist in conducting interviews with potential customers to collect client requirements making detailed notes. 
• Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.

Sell Customer Propositions

• Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Use personal expertise to propose quantities within standard operating systems, policies and procedures. Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs.

Operational Compliance

• Develop working knowledge of the organisation's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Customer Relationship Management (CRM) Data

• Schedule call back and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organisation has quality data to enable effective customer retention and business development activities.

Performance Management

• Prioritise own workflow and ensure work is completed to the required standards of productivity, quality, and timeliness; use performance management systems to improve personal performance to meet SLA.

Personal Capability Building

• Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.

Sales Opportunities Creation

• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Education

• Matric /Grade 12/ SAQA Accredited Equivalent/ FAIS and Regulatory Exam 5 qualification (Essential)

Experience

• 2-3 year telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous).
   

go to method of application »

Job Purpose

• Ensure the accuracy and compliance of the taxation function within the TIH group. Align and maintain all tax relevant information within the TIH group.

Responsibilities

Tax

• Develop and/or deliver on  plans to ensure overall tax compliance for TIH group companies with guidance from senior tax colleagues.
• Perform accurate and timely income tax and deferred tax computations to ensure accurate recording of income and deferred tax expense in the financials on a quarterly, interim and annual basis. Ensure monthly tax schedules and tax asset registers are prepared and  reviewed adequately in order to ensure all significant expense accounts and assets are compliant with the tax legislation. Submit complete and accurate income tax returns and supporting documents to SARS (including ITR14s, ITR12T,  IT14SD, IRP6, CbC Reporting, etc) and have zero-tolerance for SARS interest and penalties. Constantly review income tax processes, tax legislation amendments and develop ways to improve processes to be more efficient and ensure continuous tax compliance.  Ensure the SARS ledger accounts and the E-filing statement of account are reconciled on a quarterly basis.

VAT and other taxes

• Develop and/or deliver a plans to ensure overall VAT compliance for TIH group companies in collaboration with the finance team. Conduct monthly review and ensure VAT calculations meet all the requirement of the VAT legislation. Identify fundamental errors and areas of improvement in the VAT process and provide feedback to the finance team. Oversee the submission of VAT returns to SARS and address and VAT audits timeously.  Ensure the VAT GL accounts and the E-filing statement of account are reconciled on a monthly basis.
• Review payroll returns submitted by the tax administrators on a monthly basis.
• Identify when other indirect tax liabilities and deliver on plans to ensure compliance (eg Dividents Tax, Withholding Tax on Interest, etc.)

Tax Advice

• Provide specialist guidance to business and the finance team on the interpretation and application of tax legislation, policies and procedures. 
• Resolve with the guidance of senior tax colleagues complex or contentious queries and issues and enable others to take appropriate actions.

External Stakeholder Engagement

• Develop and maintain positive working relationship with SARS and external Auditors and resolve their queries.
• Manage and maintain the relationship with the external Auditors and ensure all audit findings are addressed timeously on an annual basis.
• Manage and maintain relations with SARS and ensure all relevant tax payments and documents are up to date.

Financial Management & Control

• Develop and deliver a plan for significant aspects of the
• financial management and/or control process to ensure tax payments and refunds are managed efficiently. Work within established finance systems and internal processes to ensure tax payments are made timeously. Review the
• accuracy of payments made to SARS and ensure efficient
• cash flow management, refunds from SARS received timeously and credit balances are utilised effectively.

Personal Capability Building

• Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Document Review & Preparation

• Write and edit material for various stakeholders, tailoring the tone and content to match the needs and expectations of each audience. Review all relevant documents prepared by the Tax Administrators including (ITR14, VAT201, EMP201, IT88, etc) on Efiling and monthly tax schedules.

Insights and Reporting

• Contribute to the design and creation of tax reporting processes and templates. Gain insurance business knowledge an identify opportunities for innovation,  tax savings and compliance.

Education

• B.com Financial Accounting Degree (Essential); Post Graduate Qualification in Tax (Essential); Masters in Tax (Advantageous)

Experience

• 3 or more years' accounting experience (Essential); 2 -3 years' Tax experience (Essential); Completed articles (Essential).