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  • Posted: Aug 14, 2025
    Deadline: Aug 22, 2025
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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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    Administrator

    Job Purpose

    • Provide administrative support and assistance to internal and external stakeholders. 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. Assist with general administration and collation of data as required from time to time.

    Responsibilities

    Data Collection & Analysis

    • Accurate collation and analysis of information for submission to external parties and audits. Ensure accurate recording of information on any systems used internally or by external parties. Assist in setting up and maintaining administration processes.

    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 tomandatory procedures to ensure own work is undertaken to the required standards.

    Document and Data Management

    • Create, organize and maintain files containing the correspondence and records of a senior colleague.

    Client & Customer Management

    • Help manage clients by carrying out standard activities and providing support t others.

    Stakeholder Engagement

    • Effectively build and maintain relationships with both internal and external stakeholders and partners. Ensure effective service delivery to meet stakeholders needs within specifiedSLA’s. Provide ad hoc project support within the department.

    Work Scheduling and Allocation

    • Organize own work schedule in order to get the job done.

    Personal Capability Building

    • 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.

    Education

    • Grade 12/SAQA Accredited Equivalent (Essential); Secretarial diploma (Advantageous)  (Required), SAQA Accredited Equivalent (Essential)  (Required), School Grade 12  (Required)

    Experience

    • 2 or more years' experience in an administrative role dealing with company secretarial duties (Essential); 2 or more years' experience in recruitment, exposure in full recruitment cycle (Essential); General administration services and data collation experience (Essential)

    Deadline:20th August,2025

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    Broker Administrator

    Job Purpose

    • Interact and manage relationships with Partners to action the incoming queries. Provide feedback on queries and support business with reporting needs. Handle various queries and escalate to relevant departments where needed for resolution.

    Responsibilities

    Customer Service

    • Provide a quality service to Partners while identifying opportunities to secure new business when required and support retention. 
    • Responsibilities may include processing cases, dealing with complex queries and investigating and resolving Partner's problems. Monitor and provide feedback to Partners.
    • Ensure that Processes are followed relating to any type of incoming query or task.

    Document Preparation & Administration

    • Provide the Partners with requested documents. 
    • Produce, update and provide best practice support on a wide range of MS documents, databases and other departmental systems to support the work of Partners.

    Customer Relationship Management (CRM) Data

    • Monitor relevant information available from the various systems to ensure that the organisation maintains turn around times (TAT).

    Work Scheduling and Allocation

    • For queries, communicate with the relevant teams to ensure tasks are completed within the TAT and follow up on progress.

    Customer Relationships Development

    • Act as a first point of contact for resolving queries and complaints.

    Performance Management

    • Respond to personal objectives and use performance management systems to improve personal performance. Provide feedback to relevant managers on performance and escalate performance issues to the direct manager to ensure timeliness and quality are adhered to.

    Data Collection and Analysis

    • Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.

    Insights and Reporting

    • When required generate daily, weekly and monthly reports for partners as requested.

    Personal Capability Building

    • 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.

    Stakeholder Engagement (Internal)

    • Provide recommendations to any key stakeholders in order to address any possible risk to the company.

    Financial Policies, Guidelines, and Protocols

    • Responsible for adhering to financial process with each query in order to mitigate risk for both the business as well as it's partners.
    • Adhere to FSCA guidelines and keep abreast with guidelines to successfully perform tasks.

    Education

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

    Experience

    • 1 to 2 years secretarial or administrative work experience (Essential); Client Services experience, preferably in the short term environment (Essential); Knowledge of the Financial Insurance Industry (Essential); Broker experience (Advantageous).

    Deadline:15th August,2025

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    Senior Manager : Financial Planning and Analysis

    Job Purpose

    • Contributes to the organisational strategy by developing and reporting financial insights, implementing, and managing strategic initiatives to enhance customer interaction and staff satisfaction in order to achieve company targets and objectives. In addition, the role will contribute to enhance internal customer interaction through immersion and commercial partnering with Business. Focusing on commercial deals to ensure commercial viability and accurate financial reporting. Ensure that strategic planning, budgeting, forecasting and financial / management reporting processes within the Short Term Insurance vertical are produced accurately and on time whilst adding value by providing insights and analysis.

    Responsibilities

    Financial Modeling

    • Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision making. Aiding business in structuring new commercial deals taking into account optimal TIH profit requirements whilst satisfying new partner relationship and expectations. Post project implementation tracking/reporting. Raise post project flags with relevant stakeholders and assist with implementation of corrective action measures within the agreed SLA.
    • Manage the project review process; accurate and relevant information and recommendations provided to stakeholders to enable progress evaluation and agreement of change. Act as a custodian of existing STI business cases financial modelling to evaluate ability/feasibility using applicable financial management tools i.e., NPV, IRR etc. and provide recommendations to senior management Lead ad-hoc analytical/modelling work to provide insights into critical decision factors. Timely hand-over of new business reports.

    Insights and Reporting

    • Set and lead execution of the data and analytics reporting plan, creating strategies and templates to report data in a meaningful way. Create, present, and communicate high-impact data and analytics insights and recommendations to critical internal and external stakeholders. Provide STI level FP&A insights. Assist the head of FP&A in updating reports with the latest results and variances; forming supporting commentary; and meeting corporate deadlines. Work closely with the Finance Operations and Systems team to build and enhance current processes and tools to facilitate the right level of management reporting / KPI reporting in the group to senior leadership. Provide high quality ad-hoc analysis as required.

    Stakeholder Engagement

    • Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions. Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans.

    Budgeting

    • Develop and/or deliver budget plans in collaboration with the relevant stakeholders. Work with the head of FP&A (STI) on budgeting and financial forecasting relating to Short Term Insurance.

    Performance Management

    • Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of team / personal objectives. Advise on corrective action measures where necessary to ensure the achievement of annual business objectives.

    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.

    Financial Management and Control

    • Manage a significant portion of the organisation's financial management and/or control processes including strategic investment areas.

    Data Collection and Analysis

    • Make authoritative recommendations based on expertise that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.

    Financial Information Systems

    • Plan and deliver financial systems changes and manage the team on a day-to-day basis to meet project timelines and quality and budget requirements. Engage with finance users to identify requirements and work with the team to design solutions.

    Financial Policies, Guidelines, and Protocols

    • Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice.

    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.

    Information and Business Advice

    • Provide authoritative specialist advice to the leadership team of a business vertical or subsidiary to guide the implementation of policy and the design and implementation of projects and change initiatives.

    Functional Strategy Formation

    • Lead the development and implementation of commercial strategy for an important area of responsibility within a function, anticipating complex issues, challenges, and opportunities, and ensuring integration with wider functional strategy.

    Education

    • Post Graduate degree/diploma in Business Related Field (Essential); CIMA (Advantageous)  (Required)

    Experience

    • 5 or more years' experience in Insurance Industry within Finance Department (Essential);. 3 or more years' management experience  (Essential)

    Deadline:22nd August,2025

    go to method of application »

    Sales Consultant

    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).

    Deadline:18th August,2025

    Method of Application

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