Latest Vacancies at Telesure Investment Holdings (TIH)

JOB PURPOSE

Responsible for the execution of Tied Financial Advisory Services strategy, tactically positioning the distribution channels in the Life and Wealth and collaborating with Personal lines and Commercial Lines to facilitate significant growth in the Tied distribution channels.

RESPONSIBILITIES

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 organization's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.

Functional Strategy Formation & Implementation

• Develop tactical plans for optimizing resources and assets being managed to deliver on the Tied Financial Advisory Services strategy to meet business growth requirements. Effectively align channel objectives to overall organizational / business objectives in order to meet profit targets.

Business Planning

• Develop and propose annual business plans for the Tied Financial Advisory Services ensuring alignment with strategy. Meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels. Recommend financial and headcount budgets; propose business targets (e.g., revenues or other key performance indicators); and schedule key activities/projects, ensuring integration with other elements of the organization.

Stakeholder Engagement (Internal and External)

• 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.

Promoting Customer Focus

• Manage, monitor and ensure that exceptional customer service is delivered across the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.

Organizational Capability Building

• Evaluate the capabilities of individuals within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.

Compliance

• Accountable for planning, monitoring and controlling the Risk and Governance of the distribution channels in the Life and Wealth, Personal lines and Commercial Lines. Drive the application of good governance principles and legislative compliance within the environment.

Performance Management

• Manage and report on the performance of the function / business area; set appropriate performance objectives for direct reports and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.

Personal Capability Building

• Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Sales Management

• Sell complex, often customized products and services to significant customers and/or manage a significant sales department.

Requirements

EDUCATION

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential)
• FAIS accredited NQF5 (120 credits) (Essential)
• KI Regulatory Examination (Essential)
• Full product holding accreditation (Essential);
• CFP (Advantageous);
• Business Related Degree (Advantageous)
• Management and/or coaching qualification (Advantageous)

EXPERIENCE

General Experience

• 8 or more years' experience managing a sales-driven team or multi-teams in the financial sector (Essential);
• Experience within life and wealth long-term insurance industry (Essential);
• Previous Tied Agent Experience (Advantageous)
• Managerial Experience 5 or more years' regional or multi-team managerial experience within a financial services environment (Essential)

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JOB PURPOSE

Provide a single point of contact for the TIH group relating to various IT Services. Manage and report on team and statistics performance. Ensure IT projects are managed in accordance with the project managers and identify impact analysis and risk mitigation for effective delivery of the projects to maintain the operational and business as usual state.

RESPONSIBILITIES

Operations Management

• Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both). Ensure resources are always available to meet customer service standards.

Project Management

• Deliver and execute a small-scale or medium-scale projects while working with Project managers in an established program management plan. To ensure the availability of Service Desk resources in support of IT and business-related projects as and when required.

User Support

• Manage a medium user support area with guidance from senior colleagues, developing a user support plan and delivering activities and solving complex issues to meet user support standards. Ensure a timely and effective response to user queries and problems through a well-executed service desk and incident management process through the effective use of IT systems and a professional service desk function. To effectively communicate during and after major incidents.

Operational Compliance

• Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Identify, within the team, patterns of non-compliance with the organization's policies and procedures, and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate. To ensure the effective co-ordination and administration of the Major Incident process is complied with and adhered to as and when required.

Customer Service

• Help establish and implement customer service standards while supervising a significant customer service team or similar unit. Deal with most complex and valuable issues. To monitor, report and manage the service level performance on an on-going basis to service manager.

Technical Developments Recommendation

• Discuss and recommend technical developments to improve quality of the website/portal/applications software and supporting infrastructure to better meet users' needs. To conduct continuous service reviews to identify areas of improvement.

Insights and Reporting

• Prepare and coordinate the completion of various IT reports. To report on the status of Major Incidents and resulting operational fault logs. To ensure all relevant statistics as relating to IT Services are efficiently compiled and maintained on a monthly basis.

Organizational Capability Building

• Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential. Revise coaching needs and role profiles to customer focused context and expectations.

Leadership and Direction

• Explain the local action plan to support team members in their understanding of what needs to be done and how this relates to the broader business plan and the organization's strategy, mission and vision; motivate people to achieve local business goals. Lead, grow, develop, motivate, empower team. Articulate and communicate key deliverables and business context to teams.

Performance Management

• Respond to personal objectives and use performance management systems to improve personal performance. OR monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal. Enable team through required business processes, systems, knowledge, etc. Operational efficiencies and re-engineering. To manage the performance and capacity of IT Service Desk resources by meeting response time requirements of SLA’s, minimizing downtime and improving capacity/performance though monitoring and measuring.

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 fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Requirements

GENERAL EDUCATION

• Grade 12 (Essential)
• ITIL Foundation Certification (Essential)
• A+ N+ Certification (Essential)
• ITIL Service Desk Manager Certification (Advantageous)
• MCSE (Advantageous)

GENERAL EXPERIENCE

• 3 - 5 years’ service desk experience in a medium to large corporate (Essential)

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JOB PURPOSE

Contributes to the organisational goals by delivering an efficient IT desktop service by supporting and resolving operational issues and suggest improvements within the parameters of the IT capabilities.

RESPONSIBILITIES

User Support

• Provide first-line hardware, software, and end-user support as required and in line with documented procedures and service level targets to support the business effectively.

Information and Business Advice

• Respond to queries from internal or external customers or suppliers by providing information, referring more complex issues to others.

Customer Service

• Carry out standard customer service activities and handle simple customer enquiries in a timely manner.
• Client & Customer Management (Internal)
• Ensure a positive experience for internal clients by having courteous interactions with them.

User Support

• Provide first-line hardware, software, and end-user support as required and in line with documented procedures and service level targets to support the business effectively.
• Information and Business Advice
• Respond to queries from internal or external customers or suppliers by providing information, referring more complex issues to others.

Customer Service

• Carry out standard customer service activities and handle simple customer enquiries in a timely manner.
• Client & Customer Management (Internal)
• Ensure a positive experience for internal clients by having courteous interactions with them.

Operational Compliance

• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

Solutions Analysis

• Assess compliance with established standards and protocols for routine enquiries.
• Work Scheduling and Allocation
• Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.

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.

Personal Capability Building

• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
• Unlock your greatness & be unstoppable

Requirements

GENERAL EDUCATION

• Matric / Grade 12/ SAQA Accredited (Essential)

GENERAL EXPERIENCE

• 2 years’ service desk support experience within a medium to large corporate (Essential).

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JOB PURPOSE

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

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.

Requirements

General Education

• Matric / Grade 12/ SAQA Accredited Equivalent (Essential); Regulatory exam 5 (Essential)

General Experience

• 1 to 3 years Financial Services industry experience (Essential); STI experience (Advantageous)

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JOB PURPOSE

Ensure the effective planning and execution of the Enterprise’s Customer Marketing Strategy and against set objectives, targets and budgets, with a clear focus on maximising customer value through engagement. This includes all Customer Relationship Marketing journey communication, marketing tactical campaigns, upsell and cross sell campaigns, across the STI brands and 1Life brands on all channels with the purpose to create customer loyalty and advocacy, increase retentions, increase share of wallet and longer survival rate for higher customer Lifetime Value (LTV).

RESPONSIBILITIES

Digital Marketing Plan Execution

• Provide analysis to monitor performance of digital marketing campaigns. Manage and execution of multiple customer engagement journeys and  marketing campaigns across all channels on the Marketing Automation Platform.

Marketing Execution

• Deliver specified outcomes and provide others with expert advice while working within established marketing programs.

Marketing Planning

• Contribute to the development of tactical marketing campaigns.
• Project and Program Stakeholder Engagement
• Plan and deliver stakeholder engagement activities to develop effective project working relationships and to ensure that stakeholder needs and concerns are identified and met. Work with multiple stakeholders for the strategic planning, development and timely execution of integrated, top to bottom of the funnel marketing campaigns to build brand awareness, drive acquisition, retention and customer lifetime value. Partner closely with internal teams, including Customer Relationship Marketing, Direct Marketing, Digital Marketing, Data Science and Analytics and Business Intelligence for campaign continuity.

Digital Channels and Technology Management

• Support digital channel management by analyzing best practices through competitive benchmarking, customer insights, A/B testing, feedback from cross functional partners, and site feature/functionality enhancement. Conduct marketing automation system administration. Run A/B tests on campaigns and landing pages to optimise performance.

Operational Compliance

• Review non-compliance issues and find solutions to ad hoc problems within an assigned unit or discipline. Involves working under guidance and within existing compliance systems. Ensure consistency across campaigns in strategy, creative assets and design, messaging. Ensure compliance while executing email marketing campaigns and data.

Project and Program Reporting and Reviews

• Draft elements of project review reports and presentations to support delivery of the review process. Track campaign and program results and report metrics, and tweak workflows accordingly.

Improvement / Innovation

• Identify shortcomings in existing processes, systems and procedures, and use established change management programs to address them. Set up journeys and workflows on the marketing automation platform such as lead nurturing, welcome and onboarding sequences, re-engagement, upsell and cross sell, boost customer engagement and the overall customer experience through tactical campaigns, and improve retention through retention workflows.

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 fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Requirements

EDUCATION

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential);
• Marketing (Essential)
• Bachelor’s Degree or equivalent in Marketing Management or Customer Relationship Management (Advantageous)
• Diploma or equivalent on Marketing Automation strategy and implementation (Advantageous)

EXPERIENCE

General Experience

• 2-3 years’ hands-on marketing automation campaign management experience (Essential)
• Previous role experience working with any marketing automation platform, e.g. SAS 360, Adobe or Salesforce with Administrator credential (Essential)
• Digital design experience and/or understanding of HTML coding (Essential)
• Experience within Financial Services environment (Advantageous)

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JOB PURPOSE

Support the claims handling philosophy and supply strategy by mitigating risk of vehicle spend (quantification, identification and validation of vehicle). All services are delivered against agreed service and functional standard.

RESPONSIBILITIES

Operations Management

• Provide operational support by performing a range of route activities using existing systems and protocols.Make fair, honest, accurate reasonable cost related decisions through the vehicle claim life cycle. Accurate quantification, identification and validation of vehicles.

Customer Service

• Act as first-line supervisor of a team providing customer service support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues.Consistently provide service in accordance to the pre-agreed service and functional standards.
• Provide all-round service at various locations / interaction points: drive-in centers, on the road, self-assessment (desktop assessment), digitalassessments and “country trips”.

Client & Customer Management (External)

• Help senior colleagues manage client and customer relationships by using relevant sales or client systems. Effectively engage with the customers,consistently demonstrating all the TSW behaviours, and deliver service that goes beyond what is expected (more than just the claim).Effectively build, maintain and manage relationships with service providers and customers.

Continuous Improvement

• Review existing operations in own area of work and implement innovation processes to generate new ideas and ensure continuous improvements are delivered.
• Contribute to reviewing existing operations in own area of work and generate new ideas to assist in identifying continuous improvements. Conduct workload activities in most efficient and cost-effective manner.

Personal Capability Building

• Develop and maintain excellent process or technical skills by participating inassessment and development planning activities as well as formal and informal training and coaching. Internal knowledge and skills of industry methods and process not relying on partners / industry to advise and dictate. Specialize in specialist vehicle knowledge and apply skills to optimize repair cost.

Organizational Capability Building

• Provide coaching to team members to develop their skills

Requirements

EDUCATION

• Grade 12 / SAQA Accredited Equivalent (Essential); VDQ (Vehicle Damage
• Quantifier) Qualification (Essential); Mechanical Engineering / Panel beating N2/
• N3 level / (Advantageous)

EXPERIENCE

• 5 - 10 years’ work experience in the following (Advantageous):
• Workshop / Motor Industry experience
• Front line / client relationship experience in a panel beating environment.
• Practical panel beating, spray painting, mechanical and electrical experience Assessing experience at a short term insurer ,Estimating in a panel beating environment.

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JOB PURPOSE

Support the claims handling philosophy and supply strategy, mitigate risk of vehicle spend (quantification, identification and validation of vehicle). Ensure all services are delivered against agreed service and functional standards.

RESPONSIBILITIES

Operations Management

• Supervise others working within established operational systems. Conduct daily performance discussions (huddles) to monitor and review operational performance against the plan with the team in order to improve and/ or achieve the required operational results. Ensure that team members execute work activities on time in accordance with the required operational and quality standards. Relate and communicate all new or revised policies, procedures and /or processes to team members to ensure they have the most up‐to‐date and current information.

Operational Compliance

• Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Identify, within the team, patterns of non-compliance with the organization's policies and procedures, and with relevant regulatory codes and codes of conduct, taking appropriate action to rectify non-conformance and variances within the team as a high priority. Report, resolve and escalate issues as appropriate.

Internal and External Client Relationship Management

• Build effective working relationships within the internal and external stakeholders, delivering high-quality professional services to support in delivering business strategy and plans.

Leadership and Direction

• Explain the local action plan to support team members in their understanding of what needs to be done and and how this relates to the broader business plan and the organization's strategy, mission and vision; motivate people to achieve local business goals. Support team members by sharing knowledge, information and problem-solving recommendation to achieve the required operational results.

Insights and Reporting

• Contribute to the preparation of various data and analytics reports. Identify practices for improvement and make recommendations to functional Business Manager for consideration. Collect and submit reports specific to team data as part of the Management Control System.

Work Scheduling and Allocation

• Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines. Coordinate individual team member’s work assigned/schedules and leave requests to consistently have the required capacity within a team to meet operational requirements. Identify, assign, and follow‐up on work activities of team members in accordance with operating procedures to contribute the management control system.

Performance Management

• Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives. Regularly assess the need for training or performance improvement of individual team members and implement action plans to enhance overall team performance. Establish goals and objective for self and team and implement and measure accordingly to support or improve job performance (experience, ability, competence) by completing performance reviews and competency matrix.

Customer Relationship Management (CRM) Data

• Enter customer information that has been gathered through research and/or through direct customer contact into the customer relationship management system, to ensure that the organization has quality data to enable effective customer retention and business development activities. Ensure that team members maintain up-to-date customer relationship management data, identifying and resolving issues regarding claims process.

Customer Service

• Act as first-line supervisor of a team providing operational support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issue.

Requirements

EDUCATION

• Grade 12/ SAQA Accredited Equivalent (Essential); Relevant 3 year Business or insurance industry related degree / diploma in management (Advantageous)

EXPERIENCE

• 5 or more years experience in a Assessing or estimating of motor vehicles (Essential); 2 years experience in claims and policy services environment (Advantageous)

Managerial Experience

• 2 or more years management experience (Essential);

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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

• Organize 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, 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.

Requirements

EDUCATION

• Matric / Grade 12/ SAQA Accredited Equivalent Regulatory exam 5 ( advantageous)

EXPERIENCE

• 1-3 years Financial Services industry experience (essential) STI experience ( advantageous)

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JOB PURPOSE

Develop, create, and modify general computer applications software or specialized utility programs. Analyse user needs and develop software solutions. Design software or customize software for client use with the aim of optimizing operational efficiency. May analyse and design within an application area, working individually or coordinating development as part of a team. Play a crucial role in developing cutting-edge mobile applications using the Flutter framework for both Android and iOS platforms.

RESPONSIBILITIES

Application Software Development

• Develop the most complex existing and new applications by analyzing and identifying areas for modification and improvement. Develop new applications to meet customer requirements.

Improvement / Innovation

• Identify shortcomings in existing business practices, then suggest and implement improvements while developing and delivering projects or a work stream within the organization's change management program. Involves working with guidance from senior colleagues.

Applications Software Maintenance

• Monitor, identify, and correct more complex software defects to maintain fully functioning applications software.

Testing IT Performance

• Perform website/applications software tests and respond to call log process to monitor, diagnose, and correct performance issues.

Information Security

• Implement and provide input on the design of required security measures such as data leaks, message encryption, monitoring performance to notify security experts of any problems.

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 fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Continue to learn new languages/technologies.

Organizational Capability Building

• Provide coaching to team members to develop their skills.

Operational Compliance

• Identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.

Application Software Roadmap

• Contribute to and maintain road map to facilitate application software development and ensure the development work is prioritized in line with business requirements.

Customer Service

• Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries and investigating and resolving customer problems.

Requirements

GENERAL EDUCATION

• Grade 12/ Matric Certificate (Essential)
• A recognized Software Development Certification/ Diploma/Degree (Essential)

GENERAL EXPERIENCE

• 5 or more years’ experience as a Flutter Developer using relevant programming languages or technologies (Essential):
• Strong knowledge of the Flutter framework, Dart programming language, and mobile app development best practices. (Essential)
• Minimum of 2-5 years in mobile app development - Flutter (Essential)
• Experience with third-party libraries and APIs (Essential)
• Excellent problem-solving skills and attention to detail (Essential)
• Familiarity with Git, Jenkins, or other version control tools (Essential)
• Azure Skills (Essential)
• Proficiency in Angular (advantageous)

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JOB PURPOSE

Develop, create, and modify general computer applications software or specialized utility programs. Analyse user needs and develop software solutions. Design software or customize software for client use with the aim of optimizing operational efficiency. May analyse and design within an application area, working individually or coordinating development as part of a team.

RESPONSIBILITIES

Application Software Development

• Develop existing and new applications by analysing and identifying areas for modification and improvement. Develop new applications to meet customer requirements.

Improvement / Innovation

• Identify shortcomings and suggest improvements to existing processes, systems and procedures, then delivers a plan for a small element of a change management program with guidance from a project/program manager.

Applications Software Maintenance

• Monitor, identify, and correct straightforward software defects to maintain fully functioning applications software.

Testing IT Performance

• Perform routine website/applications software tests and respond to user emails to monitor, diagnose, and correct performance issues.

Information Security

• Implement required security measures such as firewalls or message encryption, monitoring performance to notify security experts of any problems.

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 fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Organizational Capability Building

• Provide instruction and informal advice to less experienced colleagues within the team to develop their skills.

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.

Application Software Roadmap

• Maintain road map to facilitate application software development and ensure the development work is prioritized in line with business requirements.

Customer Service

• Carry out a range of customer service activities, including handling customer cases and enquiries that are more complex or outside the norm.

Requirements

GENERAL EDUCATION

• Grade 12/ SAQA Accredited Equivalent (Essential)
• A recognized software development certification/degree/diploma (Essential)

GENERAL EXPERIENCE

• 3 or more years’ experience using relevant programming languages or technologies (Essential):
• HTML5
• CSS
• JavaScript (jQuery)
• C# (MVC, Angular, TypeScript)
• PWA (Progressive Web Apps)
• AMP
• Microsoft Dynamics 365 (CRM) Skills
• Knowledge of:
• Google Analytics
• SEO
• UX / UI Principles
• Load Speed Optimization
• Mobile best practices
• ASP. Net Web API Development
• Web API creation and integration
• AS400 integration Web API Development

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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 function are produced accurately and on time whilst adding value by providing insights and analysis. Effectively manage the accounting function to ensure accurate information is reported on, in a timely manner.

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 adhoc analytical/modelling work to provide insights into critical decision factors. Timely hand-over of new business reports.

Financial Management and Control

• Manage a significant portion of the organisation's financial management and/or control processes including strategic investment areas. Management of the legal entities within the organisation's compliance with International Financial Reporting Standards (IFRS) and other regulatory requirements such as the Companies Act and identifies areas of improvement. Management of team to ensure that each legal entity’s financial records are accurate and up-todate and that all financial transactions are correctly recorded and documented Detailed review of monthly, quarterly and annual financial statements to ensure compliance with International Financial Reporting Standards (IFRS). Management and submission of quarterly and annual returns to ensure regulatory compliance with the Prudential Authority (PA) and other regulatory bodies. Management and submission of organisational entity budgets used for capital forecasting and group capital management.

Financial Policies, Guidelines, and Protocols

• Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice. Lead and co-ordinate the development and delivery of financial policies, guidelines, and protocols in own area of specialisation to ensure the company complies with regulations and good financial practice. Keep abreast of international reporting standards and all regulatory and legal frameworks. Ensure that all finance practices align to the regulatory and legal frameworks.

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.

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. Responsible for all aspects of staff resourcing, succession planning, management and development ensuring the right people are in place to support service delivery, achieving the goals of the finance function.

Audit

• Develop and/or deliver a plan for significant aspects of audit control with guidance from senior colleagues. End to end management of the organisation's external audit process, includes items such as; Planning and overseeing audit strategy and timelines; Communication with external auditors on significant changes within the business, and/ or development of accounting policies; Managing sign-off of technical position papers; Managing collaboration of finance, audit, and business team to ensure audit internal and external deliverables are met; Management of response to audit findings, to ensure only relevant items are reported, and that all reported items are adequately addressed subsequently; and Management of finance component/ contribution in relation to internal audit process.

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. Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identify and interpreting complex patterns and trends, and translate those insights into user specific format to enable actionable recommendations and aid decision making

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. Provide authoritative specialist guidance to the relevant business unit or regional level to enable the implementation of policies, projects, and change initiatives. Advise and liaise with business regarding accounting best practice for new and existing business projects to ensure operational efficiencies and relevant financial and regulatory compliance.

Budgeting

• Develop and/or deliver budget plans in collaboration with the relevant stakeholders. Work with the relevant stakeholders on budgeting and financial forecasting related to area of functioning.

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. Ensure user and financial templates are maintained and compliant with accounting and/ or other developments within the industry. Management of Financial Information Systems to ensure optimal use for all reporting purposes.

Personal and Team Capability Building

• Function 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. Use the organisation's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities and any performance gaps identified.

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.

Requirements

General Education

• Post Graduate degree/diploma in Accounting (Essential);
• Qualified CA (Essential); Completed external audit articles (Essential).

General Experience

• 8 or more years' experience as a Senior Management Accountant (Essential);
• 3 or more years' experience and exposure to business operations (Essential);
• 2-5 years post articles outside of an audit environment (Essential);
• Financial Insurance Experience (Advantageous);
• Experience in Financial Services environment (Advantageous).

Managerial Experience

• 5 or more years' management experience (Essential)

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JOB PURPOSE

Effectively manage the accounting function to ensure accurate information is reported on, in a timely manner.

RESPONSIBILITIES

Financial Management, Control and Budgeting

• Manage a significant portion of the legal entities within the organization's financial management and/or control processes. Detailed review of monthly and annual financial statements to ensure compliance with International Financial Reporting Standards (IFRS). Detailed review of quarterly and annual returns to ensure regulatory compliance with the Financial Services Board (FSB) and other regulatory bodies. Compile organisational/ entity budget used for capital forecasting and group capital management.

Financial Policies, Guidelines, and Protocols

• Lead and coordinate the development and delivery of financial policies, guidelines, and protocols in own area of specialization to ensure the company complies with regulations and good financial practice. Keep abreast of international reporting standards and all regulatory and legal frameworks. Ensure that all finance practices align to the regulatory and legal frameworks.

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 organization's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.

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. Responsible for all aspects of staff resourcing, succession planning, management and development ensuring the right people are in place to support service delivery, achieving production and performance targets at all times.

Audit

• Take responsibility for a significant element of the organization's audit process. Could involve managing development or delivery or both. Manage the external audit process on a monthly basis, to ensure accurate reporting within deadlines, by reviewing the detailed reconciliations and calculations contained in the audit file.

Stakeholder Engagement

• Identify and manage stakeholders up to 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. Managing relationships with all internal and external stakeholders. Provide authoritative specialist guidance to senior managers at the business unit or regional level to enable the implementation of policy, projects, and change initiatives. Advise and liaise with business regarding accounting best practice for new and existing business projects to ensure operational efficiencies.

Personal and Team 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. Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities.

Insights and Reporting

• Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identify and interpreting complex patterns and trends, and translate those insights into actionable recommendations.

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.

Functional Strategy Formation

• Contribute to the formation of a key element of functional strategy through specialist expertise and insights, to ensure that the strategy meets business needs. 

Requirements

EDUCATION

• CA(SA)(Essential)

EXPERIENCE

• Completed external audit articles (Essential)
• 3-6 years experience where job holder has dealt with majority of situations and to advise others
• 2-5 years post articles outside of an audit environment (Essential)

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JOB PURPOSE

Support the claims handling philosophy and supply strategy by mitigating risk of vehicle spend (quantification, identification and validation of vehicle). All services are delivered against agreed service and functional standard.

RESPONSIBILITIES

Operations Management

• Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards. Make fair, honest, accurate reasonable cost related decisions through the vehicle claim life cycle. Accurate quantification, identification and validation of vehicles.

Customer Service

• Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems. Consistently provide service in accordance to the pre-agreed service and functional standards. Provide all-round service at various locations / interaction points: drive-in centers, on the road, self-assessment (desktop assessment), digital assessments and “country trips”.

Client & Customer Management (External)

• Help manage clients by carrying out standard activities and providing support to others. Effectively engage with the customers, consistently demonstrating all the TSW behaviours, and deliver service that goes beyond what is expected (more than just the claim). Effectively build, maintain and manage relationships with service providers and customers.

Continuous Improvement

• Contribute to reviewing existing operations in own area of work and generate new ideas to assist in identifying continuous improvements. Conduct workload activities in most efficient and cost-effective manner.

Personal Capability Building

• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Internal knowledge and skills of industry methods and process not relying on partners / industry to advise and dictate. Specialize in specialist vehicle knowledge and apply skills to optimize repair cost.

Requirements

EDUCATION

• Grade 12 / SAQA Accredited Equivalent (Essential);
• VDQ (Vehicle Damage Quantifier) Qualification (Essential);
• Mechanical Engineering / Panel beating N2/ N3 level / (Advantageous)

EXPERIENCE

• 2 - 4 years’ work experience in the following (Advantageous):
• Workshop / Motor Industry experience Front line / client relationship experience in a panel beating environment.
• Practical panel beating, spray painting, mechanical and electrical experience Assessing experience at a short term insurer Estimating in a panel beating environment

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Description

Manage and coordinate 1Life's sales function including sales support and training, national sales, and key account sales to meet business requirements. This position is governed by internal and external policies and frameworks.

RESPONSIBILITIES

• Leadership and Direction Explain the action plan to support the sales agents in their understanding of what needs to be done and how this relates to the broader business plan and the organization's strategy, mission and vision; motivate people to achieve business goals.
• Performance Management Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.

Organizational Capability Building

• Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfil personal potential.

Customer Relationship Management (CRM)

• Data Ensure that the sales agents maintain up-to-date customer relationship management data, identifying and resolving issues.
• Operational Compliance Identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.

Personal Capability Building

• Maintain an understanding of accreditation, external regulation, and industry best practices through ongoing assessments, training and education. Data Collection & Analysis Collate and analyze data using pre-set tools, methods and formats. Involves working independently.

TECHNICAL COMPETENCIES

• Verbal Communication Apply comprehensive knowledge and provide guidance and training to others on how to use clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.

Action Planning

• Provide technical guidance when required to develop appropriate plans or perform necessary actions based on recommendations and requirements.

Planning and Organizing

• Plan, organize, prioritize and oversee activities to efficiently meet business objectives. Provide technical guidance when required.

Computer skills

• Support business processes and understand and effectively use standard office equipment and standard software packages, while providing technical guidance as needed.
• Microsoft Office Suite

Sales Planning and Coordination

•  Work with guidance to plan and coordinate effective sales campaigns and related initiatives to achieve the best possible returns. Policy and Regulation Work with guidance to interpret and apply knowledge of laws, regulations, and policies in area of expertise.

Policy and procedures

• Provides technical guidance when required to monitor, interpret, and understand policies and procedures, while making sure they match organizational strategies and objectives.

Requirements

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential) FAIS recognised qualification or Wealth Management Qualification (Essential)
• RE 5 (Advantageous)
• Degree/ Diploma in Business Management (Advantageous)

General Experience

• 3 or more years' experience in a sales and advisory environment (Essential)
• 2 years Long-term Insurance experience (Essential)
• LEVEL 5 Managerial Experience 3 or more years' experience supervising and directing.

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JOB PURPOSE

Develop, create, and modify general computer applications software or specialized utility programs. Analyse user needs and develop software solutions. Design software or customize software for client use with the aim of optimizing operational efficiency. May analyse and design within an application area, working individually or coordinating development as part of a team.

RESPONSIBILITIES

Application Software Development

• Develop the most complex existing and new applications by analysing and identifying areas for modification and improvement. Develop new applications to meet customer requirements.

Improvement / Innovation

• Identify shortcomings in existing business practices, then suggest and implement improvements while developing and delivering projects or a work stream within the organization's change management program. Involves working with guidance from senior colleagues.

Applications Software Maintenance

• Monitor, identify, and correct more complex software defects to maintain fully functioning applications software.

Testing IT Performance

• Perform website/applications software tests and respond to call log process to monitor, diagnose, and correct performance issues.

Information Security

• Implement and provide input on the design of required security measures such as data leaks, message encryption, monitoring performance to notify security experts of any problems.

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 fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Continue to learn new languages/technologies.

Organizational Capability Building

• Provide coaching to team members to develop their skills.

Operational Compliance

• Identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.

Application Software Roadmap

• Contribute to and maintain road map to facilitate application software development and ensure the development work is prioritized in line with business requirements.

Customer Service

• Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries and investigating and resolving customer problems

Requirements

GENERAL EDUCATION

• Grade 12/ Matric Certificate (Essential)
• A recognized Software Development Certification/ Diploma/Degree (Essential)

GENERAL EXPERIENCE

• 5 or more years’ experience using relevant programming languages or technologies (Essential):

go to method of application »

JOB PURPOSE

Support the claims handling philosophy and supply strategy by mitigating risk of vehicle spend (quantification, identification and validation of vehicle). All services are delivered against agreed service and functional standard.

RESPONSIBILITIES

Operations Management

• Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards. Make fair, honest, accurate reasonable cost related decisions through the vehicle claim life cycle. Accurate quantification, identification and validation of vehicles.

Customer Service

• Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems. Consistently provide service in accordance to the pre-agreed service and functional standards. Provide all-round service at various locations / interaction points: drive-in centers, on the road, self-assessment (desktop assessment), digital assessments and “country trips”.

Client & Customer Management (External)

• Help manage clients by carrying out standard activities and providing support to others. Effectively engage with the customers, consistently demonstrating all the TSW behaviours, and deliver service that goes beyond what is expected (more than just the claim). Effectively build, maintain and manage relationships with service providers and customers.

Continuous Improvement

• Contribute to reviewing existing operations in own area of work and generate new ideas to assist in identifying continuous improvements. Conduct workload activities in most efficient and cost-effective manner.

Personal Capability Building

• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Internal knowledge and skills of industry methods and process not relying on partners / industry to advise and dictate. Specialize in specialist vehicle knowledge and apply skills to optimize repair cost.

Requirements

EDUCATION

• Grade 12 / SAQA Accredited Equivalent (Essential);
• VDQ (Vehicle Damage Quantifier) Qualification (Essential);
• Mechanical Engineering / Panel beating N2/ N3 level / (Advantageous)

EXPERIENCE

• 2 - 4 years’ work experience in the following (Advantageous):
• Workshop / Motor Industry experience Front line / client relationship experience in a panel beating environment.
• Practical panel beating, spray painting, mechanical and electrical experience Assessing experience at a short term insurer Estimating in a panel beating environment

go to method of application »

JOB PURPOSE

To partner with operational heads, to ensure that financial information is reported in line with IFRS standards, company policy and business requirements. Provide commercial and financial oversight in supporting the operational heads, while monitoring performance to approved budgets. Maintain appropriate communication channels between finance and business.

RESPONSIBILITIES

• Financial Management & Control
• Data Collection & Analysis
• Cost Accounting
• Budgeting & Costing
• Operational Compliance
• Insights & Reporting
• Personal Capability Planning
• Balancing Stakeholders
• Financial Accounting

Requirements

EDUCATION

• Bachelor of Commerce Degree (Essential)
• Bachelor of Commerce (Management Accounting) or CIMA Qualification (Advantageous)

EXPERIENCE General Experience

• Minimum 2 years’ Financial Management Accounting experience
• 2 years’ Financial Services background (Advantageous)

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JOB PURPOSE

Responsible for tactically and strategically positioning the sales channels in the life insurance market and growing market share. To grow the existing direct sales channels, this includes life insurance, investment, funeral, digital sales, high advice teams and inbound and outbound sales.

RESPONSIBILITIES

Functional Strategy Formation & Implementation

• Define, develop and implement the Sales Strategy to meet business growth requirements. Strategically drive direct sales targets per business unit. Implement channel initiatives and projects ensuring profit targets are exceeded in line with the commercial business cases.

Leadership and Direction

• Set and communicate the strategy for achieving the organization's mission, vision and values within a function, together with the broad actions needed to implement it; inspire a large or diverse workforce to commit to these and to doing extraordinary things to achieve the organization's business goals.

Business Planning

• Effectively align channel objectives to overall organisational / business objectives in order to exceed sales and profit targets. Develop effective business cases and project plans to ensure effective implementation and commercial viability of initiatives. Gear the sales targets to meet business growth requirements. Quantify business outcomes (i.e. revenues or other key performance indicators); detail expense and headcount budgets; and develop business cases for key projects, ensuring cross functional integration.

Operations Management

• Manage and grow direct call centre sales and operations and oversee sales operations and support. Drive conversion, closing effectiveness cost of sales, sales expenses, cancellations and conversion rates, and gearing to ensure profitability targets are exceeded.

Stakeholder Engagement

• Identify and manage stakeholders up to C-suite 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.

Promoting Customer Focus

• Manage, monitor and ensure that exceptional customer service is delivered through WHU scoring.

Improvement / Innovation

• Analyze business conducted monthly and consider feedback received and trends analysed to put action plans in place to test improvements, innovate systems, processes and communication. Plan and manage feedback loops & results recorded. Find new ways of generating efficiencies and effectiveness across business / department.

Requirements

EDUCATION

General Education

• Relevant Marketing or Commercial degree / diploma or Business Administration qualification (Essential); RE1 and 2 and KI (Essential); Full FAIS Accreditation (Essential); CFP and a post graduate qualification (Advantageous)

EXPERIENCE

General Experience

• 10 or more years general work experience together with comprehensive sales job related experience in own area of expertise to a fully competent level (Essential); 2 years solid experience in inbound and outbound call centre sales (Essential); Experience in the life insurance industry (Advantageous)

Managerial Experience

• 5 or more years senior management experience in sales / marketing / financial services / general management experience in the long-term insurance industry (Essential)

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Description

Conduct Outbound/Inbound/Funeral policy sales.

• Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Consultant requires a solid knowledge of products and market, their characteristics include a focus on growth of the brand.                                                                

Customer Relationships Development

• Make calls by telephone to customers to offer new products to existing client base.

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.

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.

Operational Compliance

• Develop working knowledge of the organization's policies and procedures and ofbregulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the requiredstandards.

Customer Relationship Management (CRM) Data

• Schedule callback 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 SLA.

Requirements

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
• Regulatory Exam 5 (Essential)
• 120 Long Term Credits (Essential) 
• 2 or more years telephonic sales experience (Essential)
• Experience in cold calling (Advantageous)