Fresh Jobs at Telesure Investment Holdings (TIH) - (18 Positions)

Specification    

• Perform investigations and analysis of business ideas, needs and problems, and create proposals thereof.

Needs Assessment

• Uncover emerging issues or needs, identifying potential causes, barriers and key stakeholders as well as related issues. Liaise with operational, tactical and support stakeholders to understand business needs, problems and requirements.

Stakeholder Engagement

• Contribute to stakeholder engagement through identifying stakeholders, finding out their needs/issues/concern and reacting to these by arranging meetings and events and drafting supporting materials to promote understanding and commitment. Describe business problems and associated solutions using industry standards methods, models and formats to display the results in a manner that is meaningful and accessible by internal customers who commission the work. Maintain fulfilment relationships and translate discussions between business and fulfilment areas. Communicate identified improvements to all stakeholders.

Analysis of "As Is" and "To Be"

• Document "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required. Influence discussions about solutions, projects and initiatives based on the analysis of the relevant business domains.

Business Requirements Identification

• Collect 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. Identify, measure and analyse business processes. Define value stream mapping in a specific business area. Measure process wastes and leakages against benchmark standards. Implement approved changes to processes.

Feasibility Studies

• Conduct feasibility studies from a technological and organizational perspective and document findings to complete cost-benefit analysis on implementing changes to business processes, products, or business unit structure.

Documentation and Back up

• Create and maintain technical and/or user documentation to a high standard and back up files to ensure instant recovery if problems occur. Prepare research reports that outline the results of investigation ad analysis, and ad-hoc commissioned research.

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/ SAQA Accredited Equivalent (Essential)
• Business Analyst Certification/qualification (Essential)
• Agile Methodology (Advantageous)
• Long-term industry related qualification/certification (Advantageous)

General Experience

• 3 or more years Business Analyst/System Analyst experience (Essential)
• Experience in Business process mapping (Essential)
• Experience in SDLC methodology (Advantageous)
• Experience in Process Re-engineering (Advantageous)
• Experience and exposure in long-term insurance industry (Advantageous)

Closing Date: 13th, March 2022

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Specification    
RESPONSIBILITIES

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.

Upsell 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)

TASKS

• Prepare insurance claim forms or related documents and review them for completeness.
• Enter claims information into database systems.
• Pay small claims.
• Calculate amount of claim.
• Post or attach information to claim file.
• Transmit claims for further investigation.
• Contact insured or other involved persons to obtain missing information.
• Review insurance policy to determine coverage.
• Organize or work with detailed office records, using computers to enter, access, search or retrieve data.
• Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.

Closing Date: 11th, March 2022

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Specification    
Sales Opportunities Creation

• Identify potential customers by obtaining information, and recommendations from multi-media call to action and affiliate campaigns as well as inbound functionality.
• Explore cross sell and referral opportunities.

Customer Needs Clarification

• Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions to assist in decision making and to identify and respond to areas requiring further information or explanation

Sell Customer Propositions

• Identify the products or services that best meet the customer's needs, use personal expertise to propose quantities within standard operating systems, policies and procedures.
• Explain the selection to the customer, influence the customer to make a brand selection with the best benefits to meet customer needs.

Requirements    
General Education

• Matric /Grade 12 or SAQA Accredited Equivalent (Essential);
• FAIS recognized qualification (Advantageous); Regulatory Exam 5 (Advantageous)

General Experience

• 1 year or more in a contact centre sales environment (Essential)

Closing Date: 11th, March 2022

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Specification    
Sales Opportunities Creation

• Identify potential customers by obtaining information, and recommendations from multi-media call to action and affiliate campaigns as well as inbound functionality.
• Explore cross sell and referral opportunities.

Customer Needs Clarification

• Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions to assist in decision making and to identify and respond to areas requiring further information or explanation.

Customer Relationships Development

• Make calls (by telephone or in person) and maintain inbound responsiveness to develop new customer relationships and maintain existing ones.

Requirements    
General Education

• Matric /Grade 12 or SAQA Accredited Equivalent (Essential);
• FAIS recognized qualification (Advantageous); Regulatory Exam 5 (Advantageous)

General Experience

• 1 year or more in a contact centre sales environment (Essential)

Closing Date: 11th, March 2022

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Specification    

• To become conscious of all individual listings in the portfolio and to develop a ‘big picture’ view and understanding of the collection which will allow for a current and future enterprise view of all initiatives; their impact; synergies; conflicts; etc.
• Responsible for leading teams to deliver project(s) that span across one or more business units. Mentoring, motivating, negotiating and coaching of the project team in order to achieve a unified approach.
• This also includes management of issues, risks and project change requests to ensure successful and on-time project delivery. Contribute to process improvement initiatives as it relates to improving project delivery.
• To ensure effective communication to business owners, internal customers and other relevant stakeholders, to keep them informed, facilitate decision making, take corrective action and set direction.
• Build sound working relationships with all relevant stakeholders, delivery partners and 3rd parties.
• To effectively manage resources, skill requirements, and workload distribution in accordance with business priorities.
• To build and implement required processes and mechanisms to measure the overall effectiveness of a portfolio and the impact on overall business results., to maintain portfolio effectiveness levels through ensuring that the business invests in the right things; capacity is optimised; execution happens efficiently; that the business can absorb the level of proposed change; and that the required benefits are realised.
• To continuously promote the use and benefits of the portfolio function and to obtain buy-in from business and stakeholders.
• To facilitate the process whereby new business needs are documented and communicated.
• A project manager is deliverable focused with each unique project delivering a product service result. The project manager is responsible to make decisions regarding the project, in context of the project boundaries, within the overall envelope of approved time, cost and scope.
• Ensure a clear understanding of the project goals and stakeholder expectations.
• Effectively negotiate and define scope of work with all stakeholders thereby ensuring effective delivery.
• Ensure projects are realistically planned, organised and resourced, to deliver against requirement / project plan.
• Ensure compliance of projects to project governance framework and methodology.
• Effective co-ordination of all project resources to ensure timeous quality deliverables.
• Ensure the effective facilitation of all stakeholders’ input.
• Effective and efficient project administration including project documentation, schedule planning and maintenance.
• Efficient and effective use of informal and formal communication lines thereby ensuring a participative project delivery culture.

Requirements    
Level of Education:

• PMP, PMI, PMBOK Certification
• Agile Certification
• Experience using project management software such as MS Project or equivalent
• Competent using standard business and communications software such as MS Word, Powerpoint , Excel, Sharepoint, Office 365

Practical Experience:

• Minimum 6 years’ Experience in the Discipline of Project Management
• 6 years of Managing Moderate to High Complex Projects – taking projects through the complete Project Management Life Cycle
• Agile experience is recommended
• A technical project management background would be advantageous
• Software project management background would be advantageous

Proven exposure over an extended period to some of the following:

• Exposure to Overall Project/Change Execution and Implementation
• Stakeholder and Relationship Management
• Financial Management
• Delivering results and meeting customer expectations that are associated with projects

Desirable:

• Infrastructure/Technical background
• Short term and long term insurance knowledge
• Fluency in IT
• Structured analysis
• Channel/relationship management

Key Skills:

• Report writing and presentation skills
• Structured communication
• Planning and organising
• Facilitation
• Problem solving
• Negotiation and influencing
• Innovation

Closing Date: 31st, March 2022

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Specification    
Financial Management & Control

• Work within established systems to deliver prescribed outcomes for a designated area of financial control. Able to monitor and control expenditure. Able to interpret the impact of unusual figures identified by analytical review. Able to prepare budgets and forecasts in cooperation with senior managers.

Data Collection & Analysis

• Anomalies are identified and then investigated together with financial accountants to ensure processing is complete and accurate. If the investigation does not yield satisfactory results, the management accountant proceeds to investigate the source of data Analyse financial data, extracts and define relevant information. Interpret data for the purpose of determining past financial performance and forecast preparation by business unit and consolidation into personal lines.

Cost Accounting

• Conduct complex analyses of costs for a significant part of the business to identify variances, suggest efficiencies, and increase profitability. Perform ratio analysis as well as the interpretation of variances eg. surplus ratio, claims ratio, expenses ratio, and other cost accounting metrics.

Budgeting & Costing

• Deliver a budget for an area of the organisation or conduct complex analyses on budget progress in other areas of the organisation. Running staff lists to ensure each business unit / cost centres have the correct allocation. Budget system management. Assist heads with population of templates. Liaise between key stakeholders in order to ensure that the budget is accurate and follows logic. Provide instruction and answer questions relating to budget procedures.

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.

Insights and Reporting

• Prepare and coordinate the completion of various financial reports.

Personal Capability Building

• Keep abreast of laws and regulations that apply to this particular function or field of professional expertise, maintain up to date compliance. Identifies budget issues, provide alternative solutions, and resolve problems. Manage the various budget iterations between heads and exco expectations.

Requirements    
General Education

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

General Experience

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

Closing Date: 11th, March 2022

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Specification    
Financial Accounting skills

• Check all allocations of bank transactions before submitting for payments. Processing Recoveries and Salvages banks accounts.
• Perform banks’ weekly and monthly reconciliations to bank statements for all the Group companies. Ensure that no payments are processed to any GL Account but that they are allocated to already processed supplier invoices. Ensure that the foreign supplier is created and the invoice to be paid is processed on the system. Process FOREX invoices, FOREX rate (only SARB is to be used).

Financial Management & Control

• Accurately process all supplier invoices. Check GL Allocations of each supplier invoice before submitting it for posting. Agree all processed payments documentation and related invoices against records on the accounting system. Keep and maintain a log of common errors identified during batch checking and the proposed corrections. Ensure that all expected suppliers invoice not received are accounted for by means of accounting provisions. Manage and resolve all AP related issues. Accurately recording invoices to ensure completeness of expenses and liabilities on a daily basis Obtain creditors statements on a weekly/monthly basis in order to reconcile and pay vendors according to agreed terms and conditions.

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. Redirect to accountants any expense reallocation queries relating to prior periods and ensure the current period’s costs are effected by the Ops Team.

Administration

• Monitor their email box and attend timeously all supplier invoices for processing. Coordinate the document flow for opening of new and/or amendment of existing supplier master file. Keep a record of supplier master file amendment requests and save relevant
• documentation. Maintain the supplier master file: Periodic request to update of supplier VAT, Bank and Registration numbers.
• Keep a log of customer master file amendment requests. Ensuring successful payment and timeous submission of remittance advice's in order to reduce unnecessary queries from business and vendors Manage and resolve all AR related issues Accurate processing of receipts and payments from bank statements.

Data Collection & Analysis

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

Customer Management

• Dealing with both internal and external queries about payments. Dealing with queries from internal and external customers relating to creditors

Account Management

• Communicate and follow-up with Accountants regarding the opening of new customers.

Data Management

• Use data management systems to access specific information as and when required.

Document Preparation

• Prepare routine letters, memoranda, reports and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software.

Document Management

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

Requirements    
General Education

• Matric/Grade12/SAQA/ Accredited (Essential);
• Diploma in Accounting or Financial Management (Advantageous)

General Experience

• 1-2 years experience in a financial operations function (Essential)

Closing Date: 14th, March 2022

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Specification    
Objectives / Outputs / Key Features

• Lead a team of +- 3 members
• Build an effective collaborative partnership with the TIH marketing team
• Assist the marketing team to achieve key objectives using data driven techniques e.g.
• Measure and predict customer lifetime value
• Build actionable consumer segmentations
• Build models to predict the outcome (e.g. in sales) of advertising spend
• Build optimisation models to make recommendations about advertising spend
• Build propensity models to predict customer response
• Manage the continuous optimisation cycle of these models including implementation, automation, reporting, measuring effectiveness, considering impact on behaviours, considering impact of external factors, re-designing, etc.
• Continuously monitor the performance of, and quantify the impact of, implemented models on TIH business and its customers.
• Identify new projects and work that can deliver high value / ROI
• Present and communicate models, results, etc. up to group exco level
• Maximise the value of internal data
• Investigate and deliver value through procuring external data
• Assist your Data Science team colleagues across the different areas of Data Science (Data, Analytics, Business Intelligence, Business Analysis, Campaigns) with thoughtful input on methods, logic and reasoning
• Equivalently – effectively leverage the assistance of your Data Science colleagues
• Join a culture of continuous learning
• Take responsibility for personal development in areas including (but not limited to) data, modelling, programming, marketing, insurance industry and our business

Requirements:Knowledge and Experience Requirements

Level of Education(Essential)

• Grade 12 (Standard 10) with University Entrance (NQF4)
• 3-year degree in Information Technology / Sciences / Informatics / Applied Mathematics / Statistics / Quantitative sciences / Actuarial sciences / Data Mining / Economics

Desirable:

• Master’s Degree in Information Technology / Sciences / Informatics / Applied Mathematics / Statistics / Quantitative sciences / Actuarial sciences / Data Mining / Economics

Experience:

Essential:

• 5+ years working experience within an analytical, data science or computer science environment.
• Experience in marketing – particularly in how data is used for marketing purposes e.g. within a digital and media environment

Desirable:

• Experience in the Financial Services Industry – specifically Short-Term Insurance

Knowledge of:

• Deep knowledge of Statistics
• Programming (SAS/R/SQL)
• Basic business and accounting principles
• Basic database knowledge
• Machine learning techniques
• Presentation tools (Powerpoint)

Behavioural Sciences Skills:

• Ability to apply Machine learning techniques
• Above average ability to program a computer
• Time and project management skills
• Ability to work on your own
• Ability to think creatively
• Above average ability to present and communicate complex topics in easy to understand terms
• Patience
• Exhibit a natural curiosity to figure out how things work
• R, Python, SAS, SQL, Julia, Matlab

Closing Date: 14th, March 2022

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Specification    
Financial Accounting

• Support others by carrying out financial monitoring tasks. Check cash book batches and reconciliations to ensure that transactions are allocated accurately and submit timeously to the accountants on a weekly basis. Prepare monthly balance sheet and income statement journals, reconciliations and schedules and ensure that all supporting documentation is attached in the month end file for review by the Financial Accountant. Prepare VAT reconciliations for review by the Financial Accountant on a monthly basis.

Management accounting and financial management

• Deliver standard operational or administrative processes, interpret instructions and make choices (from defined options) to get the job done. Check accounts payable and receivable batches on a daily basis to ensure that transactions are allocated accurately in terms of amounts, VAT, description and account. Control and review the age analysis of the accounts payable on a monthly basis to ensure that it is within the agreed terms and conditions of the suppliers agreements.

Operational Compliance

• Develop working knowledge of the organisation's policies and procedures and of regulatory codes and codes of conduct relevant to own work. adhere to mandatory procedures to ensure own work is undertaken to the required standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Data Collection & Analysis

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

Customer Management

• Assist with general customer queries and difficult customers. Liaise with auditors, external business partners and internal customers on a daily basis to provide accurate information and respond and resolve enquiries to a satisfactory outcome.

Data Management

• Record financial transactions on a daily basis into the applicable business systems to ensure the accuracy and completeness thereof.

Improvement / Innovation

• Find new and innovative ways to provide a more efficient, responsive and speedy process to enhance the overall effectiveness of financial reporting and customer service.

Requirements    
General Education

• Matric/Grade 12/ SAQA Accredited Equivalent (Essential);
• BCom degree in Accounting or similar - SAICA accredited university (Essential)

General Experience

• 2 years experience in a similar role (Essential);
• Experience within the financial services industry (Advantageous)

Closing Date: 14th, March 2022

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Introduction    
The purpose of this role is to achieve sales through effective contact management and maintain high quality standards to ensure long-term relationships with customers, driven through the comprehensive needs based assessment and advice.

Specification    
Customer Needs Clarification

• Set clear objectives for each sales call; tailor standard materials to make presentations to decision makers; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Sell Customer Propositions

• Identify the products or services that best meet the customer's 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.
• Options include sale of investment products such as lump sum/recurring.

Sales Opportunities Creation

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

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.

Requirements    
General Education

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits
• (NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) inWealth management/ CFP/ equivalent (Advantageous); A relevant Finance related degree / diploma (Advantageous)

General Experience

• 2 or more years Life Insurance experience (Essential); 2 year or more years Call
• Centre sales experience (Advantageous)

Closing Date: 31st, March 2022

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Introduction    
The purpose of this role is to achieve sales through effective contact management and maintain high quality standards to ensure long-term relationships with customers, driven through the comprehensive needs based assessment and advice.

Specification    
Customer Needs Clarification

• Set clear objectives for each sales call; tailor standard materials to make presentations to decision makers; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Sell Customer Propositions

• Identify the products or services that best meet the customer's 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.
• Options include sale of investment products such as lump sum/recurring.

Sales Opportunities Creation

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

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.

Requirements    
General Education

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits (NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous); A relevant Finance related degree / diploma (Advantageous)

General Experience

• 2 or more years Life Insurance experience (Essential); 2 year or more years Call
• Centre sales experience (Advantageous)

Closing Date: 31st, March 2022

go to method of application »

Introduction    
The purpose of this role is to achieve sales through effective contact management and maintain high quality standards to ensure long-term relationships with customers, driven through the comprehensive needs based assessment and advice.

Specification    
Customer Needs Clarification

• Set clear objectives for each sales call; tailor standard materials to make presentations to decision makers; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Sell Customer Propositions

• Identify the products or services that best meet the customer's 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.
• Options include sale of investment products such as lump sum/recurring.
• Sales Opportunities Creation
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

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.

Requirements    
General Education

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits (NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous); A relevant Finance related degree / diploma (Advantageous)

General Experience

• 2 or more years Life Insurance experience (Essential); 2 year or more years Call
• Centre sales experience (Advantageous)

Closing Date: 31st, March 2022

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Specification    
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.

Customer Needs Clarification

• Set clear objectives for each 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, use personal expertise to propose quantities and product configurations, explain alternative solutions to the customer and influence the customer to retain their business.

Customer Management

• Help manage customers by carrying out standard activities.

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 when required from a supervisor or manager for any exceptions from mandatory procedure.

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 and KPI's.

Personal Capability Building

• Keep abreast with current changes in internal policies and procedures. Develop 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

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential) Regulatory Exam 5 (Advantageous)

General Experience

• 1 year sales experience (Essential); 1 year retentions experience (Advantageous)

Closing Date: 18th, March 2022

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Specification    

• To support the business requirements for the provision of system testing services. To support Business-related and IT test activities, in terms of communications to and from the business test representatives and ensuring through the Test Manager that key test issues are managed or escalated as necessary.

Quality Testing

• Carry out a specified range of complex tests to verify that specifications are met and to reject nonconforming material or articles. To take responsibility for identifying potential risks, issue management and quality assurance during project life cycle. Carry out a range of quality management activities under the guidance of senior colleagues.

Quality Testing Design

• Validate new or existing complex test methods and procedures; identify issues and recommend improvements to contribute to further development. Design and deliver test scenarios and scripts in a structured way, prioritised to reflect business or technical priorities and are approved by appropriate stakeholders. Scope is to cover test cycle contents and regression packs.

Testing IT Performance

• Perform routine website/applications software tests. To ensure that test scenarios and scripts are prepared in a structured way, prioritised to reflect business or technical priorities and are approved by appropriate stakeholders. Scope is to cover test cycle contents and regression
• packs. To create and review automated and functional test scripts, execute complex test scripts, monitor the execution of automated scripts and ensure results are recorded. To co-ordinate re-testing of defects and issues either through ‘at desk’ re-tests by business test representatives or via walkthroughs with third-party providers.

Document Preparation

• Prepare moderately complex documents using a variety of computer applications. Also responsible for gathering and summarizing data for reports including test scripts, activity schedules, narrative and written reports and visual progress charts.

Project and Program Stakeholder Engagement

• Support stakeholder engagement by arranging meetings, events, and other stakeholder engagement activities. Daily execution meetings with project stakeholders to review daily status and confirm next steps / actions or JAD Sessions. Schedule and hold internal and external meetings; to achieve effective SIT test results.

Operational Compliance

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

Data Management

• Manage test data and ensure data is available and ready for use. Ensure data is protected, in line with the POPI act.

Work Scheduling and Allocation

• Organize own work schedule in order to get the job done, coordinating with support services and assigning short-term tasks to others if necessary.

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.

Requirements    

General Education

• Matric / Grade 12/ SAQA Accredited (Essential);
• Relevant accredited testing certification (Essential);
• Relevant IT degree / diploma (Advantageous)

General Experience

• 2 - 3 years experience in a Software Tester role (Essential).
• Financial Services experience (Advantageous);
• Worked on 2 or more projects in software testing (Essential);
• Experience in Agile and DevOps (Essential);
• Exposure to various Automation Tools (Advantageous)

Closing Date: 13th, March 2022

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About you

The successful candidates will sell, cross sell, up sell and retain 1Life Insurance products, whilst following the company’s sales processes, compliance, quality assurance and guiding principles.

As part of your application you are required to complete the following Video interview / recording of a professional 3-minute video answering the following:

• An introduction to ‘You’ and why you want to join TIH as an Insurance Sales Consultant?
• What two accomplishments are you most proud of in your personal and professional life; and what do you attribute your success to?

Specification    
Responsibilities:

• Assist clients with their financial portfolio which includes:
• Life, Disability and Dread Disease Benefits
• Investments
• Funeral Cover
• Compliance and Quality Assurance
• Cross selling of all add on products
• Receive inbound calls and pro-actively make outbound calls to customers (relating 1Life’s insurance offerings) to enable achievement of Key Performance Indicators
• Reviewing existing clients’ policy with the aim of improving their benefits.
• Retaining clients by providing them with feedback on their products.
• Delivering efficient customer service levels through effective call management
• Consultants are responsible for performance in the following Key Responsibility Areas of:
• Roster Adherence
• Daily Sales Targets
• Manage dials and Talk-Time – practically demonstrate effort in work ethic through active dialling engaging with clients.

Requirements    
Required Experience & Skills:

• Proven sales track record
• Excellent verbal command of the English Language
• Strong understand of the sales process and sales techniques
• A strong attention to detail
• Matric / SAQA accredited qualification
• RE-5 and Wealth Management NQF5
• Two years’ experience dealing with High net worth / Medium net worth clients in the
• At least 12 months Sales experience in a Call Centre environment financial services industry.
• Retentions and Upselling skills in a Call Centre environment

Closing Date: 30th, March 2022

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Introduction    
The purpose of this role is to achieve sales through effective contact management and maintain high quality standards to ensure long-term relationships with customers, driven through the comprehensive needs based assessment and advice.

Specification    
Customer Needs Clarification

• Set clear objectives for each sales call; tailor standard materials to make presentations to decision makers; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Sell Customer Propositions

• Identify the products or services that best meet the customer's 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.
• Options include sale of investment products such as lump sum/recurring.

Sales Opportunities Creation

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

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.

Requirements    
General Education

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits (NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous); A relevant Finance related degree / diploma (Advantageous)

General Experience

• 2 or more years Life Insurance experience (Essential); 2 year or more years Call
• Centre sales experience (Advantageous)

Closing Date: 30th,March 2022

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Specification    

• 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 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 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.

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.

Requirements    

• Desired Experience & Qualification

General Education

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential) Regulatory Exam 5 (Advantageous); Wealth Management Qualification (Advantageous)
• (Any of the below)
• 120 Long Term Credits
• 140 Retail Insurance
• 120 Banking Insurance
• 120 Short Term Insurance

Closing Date: 30th,May 2022

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Specification    
Provide advisory governance and monitoring services which support and deliver ongoing compliance solutions in accordance with all applicable legislation and in line with the strategy of the statutory compliance function. Perform general legal work in order to reduce business risk.

Compliance Monitoring

• Manage a portfolio of compliance assignments, ensuring that the team plans and delivers compliance that cover identified risk areas and that appropriate corrective actions are agreed on with business. Resolve issues arising from compliance activities and refer serious or contentious issues to the management.
• Identify any compliance risks and take immediate remedial action.
• Participate in compliance activities in line with the compliance risk management and monitoring plan.
• Monitor any changes to processes that may have an impact on compliance to legislation, and report these to the Senior Manager: Compliance.

Insights and Reporting

• Follow the reporting strategies and templates. Execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations.
• Ensuring Group compliance with relevant legislation through ongoing analysis and reporting. Report on the compliance status of the Group internally to the
• General Manager, Executive Heads, Group Chiefs and key individuals on a monthly, quarterly and annual basis. Drive utilization of the various compliance systems to enhance reporting.

Regulatory & Compliance Management

• Investigate all kinds of incidents and reports, and provide expert advice to more senior colleagues.
• Identify and minimize risk exposures and ensure adherence with regulatory standards by working with all internal functions to make sure compliance programs are properly implemented.
• Assist with with the development and implementation of the compliance risk management and monitoring plan.
• Ensuring that all products as well as new products comply with relevant legislation.

Stakeholder Engagement

• Contribute to stakeholder engagement through identifying stakeholders, finding out their needs/issues/concern and reacting to these by arranging meetings and events and drafting supporting materials to promote understanding and commitment.
• Build relationships with various internal and external stakeholders.
• Keep all stakeholders informed of regulatory requirements, changes and deadlines.

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.

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.
• Keeping abreast with amendments to legislation, industrytrends and best practice and maintain an understanding of relevant technology, external regulation, and industry best practices throughongoing education, attending conferences, and reading specialist media.

Compliance Management System

• Contribute to the identification and evaluation of current policies and business processes that are in the scope of the Compliance
• Management System; contribute to the design of the CMS; provide specialist compliance management input to the drafting of new policies and procedures, and design of business processes; contribute to the quantification of the costs and business benefits of change. Manage and maintain an effective compliance system. Drive delivery of compliance automation.

Policy Development & Implementation

• Help develop policies and procedures for an area of the organization or the group as a whole, and monitor their implementation.
• Drive an awareness of these policies and procedures and ensure training isundertaken throughout the organisation on an ongoing basis.

Contract Requirements

• Gather and report on information on existing contract performance and provide as input to the new contract process for negotiations/renegotiations.
• Ensure contracts meet all compliance requirements and where required, notifications have been actioned.
• Identify trends, summarize findings, and give feedback on existing contract requirements, and provide input to ensure compliance in contract processes.

Requirements    

• Grade 12/ SAQA Accredited Equivalent (Essential); BProc/LLB Degree or other equivalent degree (Essential); Registration as Compliance Officer with the FSCA
• (Essential); Registration with the Compliance Institute (Advantageous); Diploma in Compliance Management (Advantageous); Admitted Advocate/Attorney (Advantageous)
• 3 - 5 years’ relevant experience in the Insurance and Financial Industry (Essential); Knowledge of monitoring and compliance processes (Essential)
• Knowledge of Automation; Exception Reporting; Compliance Management
• Rating Systems and Tools

Closing Date: 13th,March 2022