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  • Posted: Jul 8, 2024
    Deadline: Not specified
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  • At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for knowledge is emb...
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    Call Centre Sales Agent

    Purpose

    • To contact prospective customers to sell products and achieve set targets in compliance with set quality standards through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

    Minimum Experience

    • 1 - 2 years experience in a similar environment

    Minimum Qualifications

    • Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration

    Process

    • Adhere to prescribed timekeeping standards at all times and attempt to improve own standards continuously.
    • Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
    • Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
    • Proactively identify problems, apply known solutions and escalate more difficult problems.
    • Plan for task execution and adjust priorities against an established plan.

    Customer

    • Liaise and interact with customers via approved communication channels in a positive and helpful manner.
    • Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
    • Conduct outbound call centre calls in a professional manner, ensuring an excellent and accurate client service enhancing org reputation.
    • Conducts financial needs analysis and generates sales of Liberty products by matching client needs to relevant Liberty product.
    • Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

    Finance

    • Achieves monthly sales targets and production requirements by ensuring that customer leads and prospective customers translate into professional needs based sales revenue.
    • Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

    Learning and Growth

    • Contribute positively to own area-specific knowledge improvement.

    Governance

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

    Technical Competencies

    • Legal Compliance (Sales) (Basic)
    • Customer Understanding (Basic)
    • Handling Difficult Calls (Intermediate)
    • Telephone and face to face sales (Intermediate)
    • Sales life cycle management (Basic)
    • Developing sales (Basic)

    Behavioural Competencies

    • Persuading and Influencing (Basic)
    • Interpersonal Effectiveness (Basic)
    • Problem Solving and Analysis (Basic)
    • Teamwork and Cooperation (Basic)
    • Communicating with Impact (Basic)
    • Relationship Management and Networking (Basic)
    • Customer Orientation (Basic)

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    Infrastructure Production Support Analyst

    Purpose

    • To provide specialist advise and support services to users and to design, install and configure solutions, through the execution of predefined objectives as per agreed standard operating procedures (SOPs)

    Key Responsibilities

    • To provide technical guidance and design authority across both project and operational teams
    • Key member of the Technical Design Authority, the primary architecture body responsible for all decisions relating to design and implementation which will often have to engage and explain decision points to the executive team and therefore must communicate clearly and succinctly.
    • Engage with the wider group architecture teams to understand the overall strategy and align business focus to leverage technologies such as cloud solutions
    • Custodian of integration processes and methods/patterns
    • Work collaboratively with the other architects to define nonfunctional requirements and enforce these standards across the design teams
    • Review and maintain technical design artefacts
    • Supplier design review and suggestions
    • Oversight on security protocols and managing web and application assessments such as penetration testing and load testing.
    • Drive the delivery of sustainable technological solutions
    • Escalation points for technical escalations, working closely with the application and infra support teams to solve technical issues
    • Close relationship with external vendors, with early engagement to assess incoming product releases or technical changes to ensure changes are appropriate and clearly defined.
    • Responsibility for ensuring appropriate systems is in place for performance, availability, and capacity management such as APM, RUM, Log Monitoring, and overall infrastructure monitoring.

    Additional Responsibilities

    • IT operational strategy – ensuring the systems and processes in place are suitable for a fast-growing digital business.
    • Monitor and control infrastructure access and control system security to ensure there are no IT security breaches.
    • Provide insight and monitor capacity demand proactively.
    • Ensure a full business continuity and disaster recovery plan is in place and tested annually.
    • Manage the costs of infrastructure and services and look for efficiency and cost savings.
    • Ensure hardware is maintained and not out of date so it remains fit for purpose.
    • Incident management and resolution
    • Link to Group IT best practice and processes
    • Risk management

    Experience

    • At least 5 years’ experience in Infrastructure design, preferably with a background in Operations
    • Experience in Agile projects
    • Experience in working with a third-party platform vendor
    • Experience in solving complex problems for customers (internal or external).
    • Experience in building successful relationships and working collaboratively across departmental teams.
    • Experience at working in a fast paced, proactive and delivery focused environments.

    Minimum Qualifications

    • Commerce Degree in IT or equivalent

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    Head: Regional Management

    Purpose

    • To develop tactical strategy and delivery plans, integrate practice formulation and to ensure operational implementation and adaption across multiple practices i.t.o. regional management methodology, governance and delivery objectives.

    Minimum Experience

    • 5 - 8 years experience in a similar environment, of which 2 - 3 years at management level

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Office Administration

    Additional Minimum Qualifications

    Key Responsibilities

    • Communicate a meaningful tactical context that guides and directs best practice integration and process alignment with service delivery objectives.
    • Identify financial targets and track accomplishment and develop and implement solutions to minimise costs and increase sales/revenue.
    • Ensure effective communication and sales force understanding of org. brand messages, products and services to achieve sales targets and goals.
    • Identify sales targets, track accomplishment thereof and implement solutions to ensure sales targets are achieved.
    • Manage the implementation of customer service plans and operational tactics, policies, practices, services that will retain and increase sales revenue.
    • Enables an effective regional servicing model that creates a competitive servicing advantage for the Broker community.
    • Plan the regional strategy, programmes and develop the activity budget for the year.
    • Ensure and manage sales execution fulfillment.
    • Ensure that change is effectively managed for the implementation of new and enhanced solutions.
    • Manage the channels for field communications.
    • Recruit, develop and manage sales workforce talent.
    • Collate and develop audit reports to inform management decision making.
    • Ensure the effective extraction and consolidation of data to enable the optimal interrogation thereof, to provide reliable management information.
    • Accountable for strategy implementation through the integration and optimisation of operational activities to practices and systems across an internal value chain.
    • Proactively identify interconnected tactical problems, determine the impact, patterns and trends to identify alternatives and best practice solutions, anticipating future challenges.
    • Plan for the management of work outputs across various functional activities, integrating interdependent practices, processes or systems and addressing and balancing the demands of different priorities to optimise efficiency.

    Finance

    • Compile an operational or business area budget aligned with the delivery plans, and ensure the implementation and monitoring of financial controls, management of costs and corporate governance to optimise cost savings and/or profit margins.

    Technical Competencies

    • Legal Compliance (Sales) (Proficient)
    • Risk Awareness (Proficient)
    • Sales life cycle management (Proficient)
    • Conflict Resolution (Proficient)
    • Business Interaction (Proficient)
    • Efficiency improvement (Proficient)
    • Policy implementation (Proficient)
    • Functional Policies and Procedures (Proficient)
    • Developing sales (Advanced)
    • Product and/or Service Knowledge (Proficient)
    • Sales management (Advanced)
    • Budgeting and Expenditure Control (Proficient)

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    Specialist: Underwriter: Durban

    Purpose

    • To provide specialist advice and support relating to underwriting, applying set rules to guard against risk, in alignment with related scheme and policy conditions, through the execution of predefined objectives as per agreed SOPs.

    Minimum Experience

    • 2 - 3 years experience in a similar environment

    Minimum Qualifications

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

    Additional Minimum Qualifications

    Outputs

    Process

    • Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
    • Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
    • Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
    • Analyse and provide input on the risk profile of the applicants on the basis of medical history and other stipulated parameters.
    • Conduct investigations in order to establish and verify facts to that leads to the identification and reduction of business risks.
    • Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
    • Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
    • Plan for own task execution and advises on improvements related to area of specialisation.

    Customer

    • Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

    Finance

    • Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

    Learning and Growth

    • Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
    • Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

    Governance

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

    Technical Competencies

    • Underwriting process (Intermediate)
    • Research and Information Gathering (Basic)
    • Underwriting & long term risk assessment (Basic)
    • Underwriting Skills (Intermediate)
    • Reporting and Interpretation (Basic)
    • Customer Advice (Technical) (Basic)
    • Insurance products and services (Intermediate)

    Behavioural Competencies

    • Professional/Technical learning (Basic)
    • Interpersonal Effectiveness (Basic)
    • Problem Solving and Analysis (Basic)
    • Teamwork and Cooperation (Basic)
    • Governance, Ethics and Values (Basic)
    • Communicating with Impact (Basic)
    • Relationship Management and Networking (Basic)
    • Customer Orientation (Basic)

    go to method of application »

    Service Support Specialist

    Purpose

    • To provide advice and support in order to develop, maintain and enhance business relationships, through the execution of predefined objectives as per agreed SOPs.

    Minimum Experience

    • 2 - 3 years experience in a similar environment

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Communication Studies

    Key Responsibilities

    • Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
    • Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
    • Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
    • Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
    • Pursue business opportunities and develop customer relationships for the acquisition of new business in line with identified targets.
    • Conducts presentations to explain features, advantages and benefits of the products to customers.
    • Make appropriate recommendations on how existing funds/ schemes may be upgraded to enhance customer service.
    • Negotiate relevant management, company directors and trustees in respect of fund/scheme and benefit structures.
    • Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
    • Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
    • Plan for own task execution and advises on improvements related to area of specialisation.
    • Assist the senior consultant in retaining/servicing existing CBO business to enhance customer experience.

    Customer

    • Provide sound consulting services and recommendations based on customer needs, current information and trends.
    • Inform and educate customers on products to ensure retention of existing customers; increase sales revenue and increase the org. customer base.
    • Resolve client queries and escalate problematic queries to ensure prompt and effective resolution, enhancing the client experience.
    • Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

    Finance

    • Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

    Learning and Growth

    • Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
    • Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

    Governance

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

    Technical Competencies

    • Business Interaction (Intermediate)
    • Insurance principles and practice (Basic)
    • Standard operating procedure compliance (Intermediate)
    • Knowledge of the healthcare system (Basic)
    • Product and/or Service Knowledge (Basic)

    Behavioural Competencies

    • Analytical Thinking (Basic)
    • Customer service orientation (Basic)
    • Governance, Ethics and Values (Basic)
    • Relationship Management and Networking (Intermediate)

    Method of Application

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