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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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JOB PURPOSE
Inbound or outbound policy sales, based on contacts and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose solutions and benefits to the customer. Need a solid knowledge of products, their characteristics, and market as well as focus on growth of the brand.
Requirements
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
Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision makers and influencers within the customer organization; and 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.
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.
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. Ensure that business targets are met.
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.
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 organization has quality data to enable effective customer retention and business development activities.
Sales Opportunities Creation
Identify potential customers by obtaining information, referrals, and recommendations/positive feedback from existing customers. Identify opportunities to recognize and know your customer for staff latitude.
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.
TECHNICAL COMPETENCIES
Direct Sales
Works with guidance to maximize the volume and value of direct sales
Verbal and written Communication
Use clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Proficient in any of the South African languages, in addition to English.
Computer and System skills
Support business processes by understanding and effectively using standard office equipment and standard software packages. Proficient in MS Office.; AS 400.; Apollo.; IEX.; Datanet Dialer.
Action Planning and work scheduling
Works with guidance to develop appropriate plans or perform necessary actions based on recommendations, requirements and achieve performance targets by optimizing work scheduling.
Customer and Market Analysis
Conduct research and analyzes data with guidance in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Knowledge of competitors.
EDUCATION
General Education
EXPERIENCE
General Experience
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)
Customer Needs & Analysis
Up-sell Customer Propositions
Correspondence
Operational Compliance
Administration
Personal Capability Building
Work Scheduling and Operational Compliance
TECHNICAL COMPETENCIES:
Verbal and Written Communication
Numerical Skills
Up-selling Opportunities
Data Collection and Analysis
Understands Customer Needs
Attention to Details
Presentation skills
Computer skills
Policy and procedures
Planning and Organizing
Action Planning
Requirements
EDUCATION:
General Education
EXPERIENCE:
General Experience
JOB PURPOSE
Inbound or outbound sales aggregation based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis, and offer the customer solutions. Need a solid knowledge of products, their characteristics and benefits, the market as well as focus on revenue growth of the Hippo brand.
RESPONSIBILITIES
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 customer needs.
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 customer needs.
Customer Relationships Development
Make calls (by telephone or in person) and maintain inbound responsiveness to develop new customer relationships and maintain existing ones.
Customer Relationship Management (CRM) Data
Schedule follow-up actions 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 KPI's.
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.
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 products, relevant technology, external regulation, and industry best practices through ongoing education.
Internal Client Relationship Management
Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
TECHNICAL COMPETENCIES
Sales
Provide technical guidance when required to maximize the volume and value of sales.
Verbal and written Communication
Use clear and effective verbal communication skills to express ideas, request actions and formulate plans or policies.
Computer skills
Support business processes by understanding and effectively using standard office equipment and standard software packages.
Outlook - Basic; IEX- Basic; Dialer; Proficient in MS Office; Aggregation Systems; Hippo Website Navigation
Action Planning and work scheduling
Develop appropriate plans or perform necessary actions based on recommendations, requirements and achieve performance targets by optimizing work scheduling.
Writing skills
Use clear and effective writing skills to express ideas, request actions and formulate plans or policies.
Presentation skills
Communicate with other people by speaking in a clear, concise, and compelling manner.
Requirements
EDUCATION
General Education
EXPERIENCE
General Experience
JOB PURPOSE
Lead and manage the end-to-end People/HR agenda within a business area by aligning the people and business agenda to ensure business objectives are met that contribute to the delivery of the overall company strategy. This is achieved through the introduction and implementation of programmes, tools, policies and frameworks developed in the Centres of Expertise that support the achievement of the agreed people, customer and growth results. Monitor (through SLA’s, HR metrics) and support HR services delivered via the People Enablement delivery team.
RESPONSIBILITIES
Business Planning
Develop and propose annual business plans for a given area or department and ensure alignment with strategy. Recommend financial and headcount budgets; propose HR related business targets (e.g., key performance indicators); and schedule key activities/projects, ensuring integration with other elements of the organization.
HR Data Analytics and Insights
Monitor, analyse and report on key Human Capital Enablers such as HR Management, Reporting and Analytics; Governance, SLA's and HR Metrics to optimize the Human Capital of the organisation. Analyse and investigate business/people issues and trends within the business unit and recommend interventions in collaboration with COE to create HR insights that enable the diagnosis of business issues, enhancement of employee engagement, and/or improvement of business performance.
Stakeholder Engagement
Be a "Broker" of service between specialized internal groups (e.g remuneration) and the business. Act as a consultant on issues related to strategy execution and change, talent management, employee engagement, performance management, employee relations. Provide feedback to Centres of Expertise about HR solution effectiveness. Collaborate with Centres of Expertise to create innovative solutions. Focus on consultative support and HR solution delivery to senior line management. Support all HR products, services, process implementation including any required changes and ensure client buy-in through influencing (context, rationale).
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.
Policy Development & Implementation
Develop procedures and interpret and apply policy for area of expertise to achieve specified outputs, or advise the wider business on application of policy, then monitor implementation of those procedures within the organization. Work with the business unit to translate business needs into HR requirements and employee experience.
Information and Business Advice
Provide specialist guidance to senior managers at the business unit or regional level to enable the implementation of policy, projects, and change initiatives. Drive effective execution of HR policies and processes in their business.
Change Management
Manage and support the development and/or delivery of an organizational change management initiative for a substantial department/area.
Organizational Capability Building
Identify the organisational capabilities gaps required to execute the business strategy within the context of the capability mapping on an ongoing basis. Responsible for implementing initiatives at the business unit level and may support the design of specialized or customized training, communications and talent management. Support the development of leadership and manage talent pipeline in business unit. Coach and educate the line managers in people management. Coach and develop HRC'.
Regulatory & Compliance Management
Draft HR frameworks within an area of expertise to meet business needs, ensuring compliance with specified design principles, internal policies, and external legal requirements. Investigate all kinds of incidents and reports, and provide expert advice to more senior colleagues. Minimize risk exposures and ensure adherence with regulatory standards by working with all internal functions to make sure compliance programs are properly implemented.
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 fulfil personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
SKILLS
Verbal Communication
Apply comprehensive knowledge and guide and train others to use clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Human resources systems and tools
Apply comprehensive knowledge / skill, and guide and train others. Oracle, SAP, VIP Policy and procedures Uses comprehensive knowledge and skill and guide and train others to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
Employee Relations
Use comprehensive knowledge and skill and guide and train others to make sure that the organization manages its employee relations within a clear framework that embodies corporate values and policies, while also complying with all legal requirements.
OD Principles
Business Requirements Analysis
Provide technical guidance when required to analyze the business requirements that IT solutions must meet. Business process re-engineering, Understand the Business Partnering Model.
Problem Solving Skills
Apply concepts of knowledge / skill and provide technical guidance when required.
Managing Change
Provide technical guidance when required to maintain high performance while applying a change mindset to the planning, execution and monitoring of business activities during times of change.
Data Collection and analysis
Provide technical guidance when required to analyse data trends for use in reports to help guide decision making.
Assessment
Provides technical guidance when required to analyse data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Project Management
Provide technical guidance when required to manage projects and/or programs within desired cost, time and quality parameters.
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
Planning and Organizing
Provide technical guidance when required to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
Negotiation
Negotiate and provide technical guidance when required on how to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.
Compliance
Provide technical guidance when required to achieve full compliance with applicable rules and regulations in management and/or operations.
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
Action Planning
Provide technical guidance when required to develop appropriate plans or perform necessary actions based on recommendations and requirements.
Presentation skills
Communicate with other people and provide technical guidance when required to speak in a clear, concise and compelling manner.
Data Management
Provide technical guidance when required to acquire, organize, protect and process data to fulfil business objectives.
Requirements
General Experience
Managerial Experience
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