Jobs Career Advice Signup
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

  • Posted: Jan 31, 2025
    Deadline: Not specified
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    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

     

    Afrikaans Sales Consultant

    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

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

    Experience

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

    go to method of application »

    Claims Processing Consultant(CPT)

    Job Purpose

    • Obtain information from insured or designated persons for the purpose of validating claims using all resources available.

    Responsibilities

    • Customer Management (Internal)
    • Help manage customer by carrying out standard activities to complete the customer request.
    • Data Collection & Analysis
    • Ask questions, collect data from a variety of sources, analyse information and investigate claim.
    • Work Scheduling and operational compliance
    • Organise own work schedule in order to get the job done, coordinating with support services and completed work within SLA.
    • Administration
    • Produce, update and provide best practice support to customers on the claims administration process and other departmental systems, in line with claims policy, rules and SLAs.
    • Correspondence
    • Respond to routine requests using telephonic conversation or emails (internal and external).
    • Document Management
    • Create, organise and maintain files containing the correspondence relating to policies and matters.
    • Document Preparation
    • Prepare and manage claim documentation for customers.
    • Up-sell Customer Propositions
    • Identify a selection of products or services that may meet the customer's requirements, explain the product/service features influence the customer to add additional

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential); FAIS Regulatory Qualification (Essential); RE 5 (Essential); Relevant 3 year Business or insurance industry related degree / diploma in management (Advantageous); Class of Business Certification (Essential); STI Qualification (Essential); RE 1 (Advantageous); AIISA/FIISA qualification (Advantageous)

    go to method of application »

    Claims Consultant: Virseker

    Job Purpose

    • Obtain information from insured or designated persons for the purpose of validating claims using all resources available.

    Responsibilities

    • Customer Management
    • Help manage customer by carrying out standard activities to complete the customer request. Building and maintaining relationships with dependencies (for example; Loss Adjusting, Towing etc) to help assist with customer's communication.
    • Data Collection & Analysis 
    • Ask questions, collect data from a variety of sources, analyse information and investigate claim.
    • Work Scheduling and operational compliance 
    • Organize own work schedule in order to get the job done, coordinating with support services and completed work within TAT.
    • Administration
    • Produce, update and provide best practice support to customers on the claims administration process and other departmental systems, in line with claims policy, rules and SLAs.
    • Correspondence
    • Respond to routine requests using telephonic conversation or emails (internal and external).
    • Document Management
    • Create, organize and maintain files containing the correspondence relating to policies and matters.
    • Document Preparation
    • Prepare and manage claim documentation for customers.
    • Up-sell Customer Propositions
    • Identify a selection of products or services that may meet the customer's requirements, explain the product/service features influence the customer to add additional cover.

    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); CPD hours (Essential); Class of Business Certificate (Advantageous); Degree and/or diploma in business/marketing (Advantageous)
       

    Method of Application

    Use the link(s) below to apply on company website.

     

    Build your CV for free. Download in different templates.

  • Send your application

    View All Vacancies at Telesure Investment Holdings (... Back To Home

Subscribe to Job Alert

 

Join our happy subscribers

 
 
Send your application through

GmailGmail YahoomailYahoomail