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  • Posted: Apr 22, 2025
    Deadline: Not specified
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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 ...
    Read more about this company

     

    Business Analyst

    Job Purpose

    • Perform a threefold chain of work for Internal Customers at all three levels -Operational, Tactical and Strategic - as required. Conduct Investigation, Analysis and Description. Investigate and analyse on request Business ideas, needs and problems, and utilise frameworks, syntaxes and standard methods to perform descriptive work. Develop models, processes, documents and reports to ensure efficiencies.

    Responsibilities

    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. Maintain fulfilment relationships and translate discussions between business and fulfilment areas

    Business Requirements Identification

    • Elicit complex business requirements using a variety of methods such as interviews, document analysis, workshops, and workflow analysis to express the requirements in terms of target user roles and goals.
    • Describe Business Requirements, processes and data in an agreed format and following agreed methods.

    Needs Assessment

    • Uncover emerging issues or needs, identifying potential causes, barriers and key stakeholders as well as related issues.

    Analysis of "As Is" and "To Be"

    • Document complex "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.

    Continuous Improvement

    • Review existing operations in a major area of work and implement innovation processes to generate new ideas and ensure the required continuous improvement outcomes are delivered.
    • Identify shortcomings in processes, systems and procedures, and develop solutions to problems within an assigned unit or discipline with assistance/ guidance from senior colleagues or Manager.

    Business Case

    • Manage the delivery of feasibility and assessment work for proposed and current projects to contribute to the development and continuous review of business cases.
    • Influence discussion about solutions, projects and initiatives based on analysis of relevant business domains.

    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.

    Education

    • Business Analysis, Grade 12 or SAQA Accredited Equivalent (essential)

    Experience

    • 3 - 6 years BA experience (Essential); 3 years general experience with exposure to complex systems and procedures (Essential) Experience working in an Agile environment using Agile principles and methodologies (Essential).

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    Customer Service Consultant

    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)

    • Help manage customers by carrying out standard activities and provide solutions for first call resolution and completion of customer request and executed according to the required standard.

    Customer Needs & Analysis

    • Ask questions and probe for clarity to gathers relevant information to assist in resolving customer request.

    Up-sell Customer Propositions

    • Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and influence the customer to make a purchase.

    Correspondence

    • Respond to routine requests using telephonic conversation or emails and to more unusual requests by editing templates to create customised responses (internal and external).

    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.

    Administration

    • Update policy information e.g change of address, change policy holder details, banking details and attend to the customer request on a range of policy related issues. Provide best practice support to customers on the administration process requirements and other departmental systems, in line with claims policy, rules and SLAs.

    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 relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

    Work Scheduling and Operational Compliance

    • Work according to an assigned schedule.
    • 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.

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    Development Manager

    Job Purpose

    • Manage and prioritise IT Systems Development tasks through the effective deployment of resources and efficient workload allocation. Lead a team of system developers to drive innovation and ensuring that Business IT Systems requirements are sufficiently developed and adhered to.

    Responsibilities

    Application Software Roadmap

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

    Solutions Analysis

    • Develop innovative solutions by integrating and analysing complex and diverse information sources.

    Stakeholder Engagement

    • Build and effectively maintain relationships with relevant business and IT representatives on an on-going basis.
    • 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.

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

    Strategy Formation and Implementation

    • Develop tactical plans for optimising resources and assets being managed within a significant area or department.

    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.

    Data Collection and Analysis

    • Conduct research using primary data sources and select information needed for the analysis of key themes and trends.

    Insights and Reporting

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

    Organisational Capability Building

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

    Portfolio Management

    • Plan and manage the delivery of projects within an area of professional expertise, using an appropriate project management methodology to give assurance that intended outcomes are achieved.

    Application Software Development

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

    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.

    Operational Compliance

    • Monitor and review performance and behaviors within area of responsibility to identify and resolve non-compliance with the organisation's policies and relevant regulatory codes and codes of conduct.

    Information Security

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

    Education

    • Bachelor's Degree: Information Technology, School Grade 12  (Required)

    Experience

    • 6 or more years adequate System Development experience using the relevant programming, language or technologies (Essential); Previous experience in Financial Insurance industry (Advantageous). 3 - 6 years experience of planning and managing resources to deliver predetermined objectives as specified by more senior managers (Essential)

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    Sales Consultant

    Job Purpose

    • Inbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Needs a solid knowledge of products, their characteristics, and market as well as focus on growth of  the brand.

    Responsibilities

    Customer Relationships Development

    • Make calls by telephone to allocated customers to develop new relationships or as a first point of contact.

    Customer Needs Clarification

    • Interview the customer, following a complex multi-level sales script, to clarify the customer's requirements. Or assist in conducting interviews with potential customers to collect client requirements making detailed notes. 
    • Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.

    Sell Customer Propositions

    • Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Use personal expertise to propose quantities within standard operating systems, policies and procedures. Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs.

    Operational Compliance

    • Develop working knowledge of the organisation's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

    Customer Relationship Management (CRM) Data

    • Schedule call back and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organisation has quality data to enable effective customer retention and business development activities.

    Performance Management

    • Prioritise own workflow and ensure work is completed to the required standards of productivity, quality, and timeliness; use performance management systems to improve personal performance to meet SLA.

    Personal Capability Building

    • Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment.

    Sales Opportunities Creation

    • Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

    Experience

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

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    Customer Service Consultant - Short Term Insurance (KZN)

    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)

    • Help manage customers by carrying out standard activities and provide solutions for first call resolution and completion of customer request and executed according to the required standard.

    Customer Needs & Analysis

    • Ask questions and probe for clarity to gathers relevant information to assist in resolving customer request.

    Up-sell Customer Propositions

    • Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and influence the customer to make a purchase.

    Correspondence

    • Respond to routine requests using telephonic conversation or emails and to more unusual requests by editing templates to create customised responses (internal and external).

    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.

    Administration

    • Update policy information e.g change of address, change policy holder details, banking details and attend to the customer request on a range of policy related issues. Provide best practice support to customers on the administration process requirements and other departmental systems, in line with claims policy, rules and SLAs.

    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 relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

    Work Scheduling and Operational Compliance

    • Work according to an assigned schedule.
    • 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.

    Education

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

    go to method of application »

    Junior BI Developer

    Job Purpose

    • With guidance, develop analytical models and Data Visualisations to provide insight to the business for informed decision making at a tactical and strategic level.

    Responsibilities

    Analytical Modeling

    • With guidance create analytical models by translating business requirements to a framework that suits business analysis.
    • With guidance, build data from
    • company systems into an analytical model that provides trends and patterns
    • relating to any short-term insurance metrics.
    • With guidance, demonstrate functionality of built BI models to target audience as per business request.

    Operational Support

    • Assist with providing comprehensive operational support services and ensure
    • server availability during operational hours. Assist with the Monitoring of useracceptance testing of Data Visualization models.

    Business Requirements Identification

    • Support collection of business requirements using a variety of methods such as interviews, document analysis, and workflow analysis to express requirements clearly and succinctly.

    Data Collection and Analysis

    • Collate and analyze data using pre-set tools, methods and formats. Involves
    • working independently.

    Insights and Reporting

    • Contribute to the preparation of various data and analytics reports.

    Stakeholder Engagement

    • Assist with stakeholder engagement by arranging actions, meetings, events, and supporting materials to promote stakeholder understanding and commitment.

    Improvement / Innovation

    • Identify shortcomings in existing processes, systems and procedures, and use
    • established change management programs to address them.

    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.

    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.

    Database Specifications

    • Provide information and comments on suitability during approval process for
    • database specifications to ensure all agreed standards and protocols are
    • followed and data integrity is preserved.

    Education

    • Grade 12/ SAQA Accredited Equivalent (Essential); A relevant 3 year degree / diploma relating to Business Intelligence / Data Warehousing / Database Administration (Advantageous); Maths and Science at Grade 12 level (Advantageous); Qlik certifications (Advantageous)

    Experience

    • 1 or more years development experience within a business intelligence environment (Essential); Qlik development experience (Advantageous); Consulting experience (Advantageous); Experience and knowledge of the financial insurance industry (Advantageous).
       

    Method of Application

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