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  • Posted: Feb 23, 2023
    Deadline: Not specified
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    At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for know...
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    Lead Specialist: Committee Secretary

    Purpose

    • To act as a committee secretary and statutory administrator for internal Liberty companies and committees. through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

    Minimum Experience

    • 5 - 8 years experience in a similar environment, of which 2 - 3 years at specialist level

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Office Administration

    Additional Minimum Qualifications

    • CIS Qualification

    Critical Job

    • Candidate must be able to take minutes. 
    • Be able to do statutory work.

    Process

    • Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
    • Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
    • Ensure compliance with rules and regulations and adequate support to board, sub committee members and directors on legal matters.
    • Ensure the effective compilation and submission of reports to relevant committees and reporting structures for decision making purposes.
    • Performs the complete repertoire of services including sets agendas for meetings,requests, collates, loads Boardpacks and takes minutes at meetings.
    • Accountable for contributing to strategy enablement and implementation and delivery optimisation across an internal value chain, through best practice development and implementation.
    • Draw on own technical and/or professional knowledge and experience to proactively develop alternatives and identify optimal best practice solutions for tactical problems.
    • Plan to deliver work outputs related to a service or operational area, Manages interdependent functional activities, and directs best-practice priorities, standards and procedures to ensure efficiency within area of specialisation.

    Customer

    • Provide authoritative, specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.

    Finance

    • Implement and monitor financial controls, management of costs and corporate governance throughout the area of specialisation.

    Learning and Growth

    • Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
    • Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

    Governance

    • Performs the full range of statutory work required by CIPC. Applies knowledge of the Companies Act of 2008, King III, CIPC requirements.
    • Develop and/or align governance and compliance policies for own practice and/or tactical area to identify and manage risk exposure liability related to the area of specialisation.

    Technical Competencies

    • Committee Service (Proficient)
    • Research and Information Gathering (Proficient)
    • Reporting and Interpretation (Proficient)
    • Written Communication (Intermediate)
    • Customer Advice (Technical) (Proficient)

    Behavioural Competencies

    • Professional/Technical learning (Proficient)
    • Organisation and Attention to Detail (Intermediate)
    • People Management and Empowerment (Proficient)
    • Interpersonal Effectiveness (Proficient)
    • Problem Solving and Analysis (Proficient)
    • Teamwork and Cooperation (Proficient)
    • Communicating with Impact (Proficient)
    • Relationship Management and Networking (Proficient)
    • Customer Orientation (Proficient)

    go to method of application »

    Senior Specialist: Worksite Development: Free State

    Purpose

    • To provide specialist advice and support in area of specialisation enabling the provision of effective worksite development support to achieve business objectives.

    Minimum Experience

    • 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Communication Studies

    Additional Minimum Qualifications

    • Outputs

    Process

    • Advise on and ensure the accurate use and dissemination of area specific marketing and communication material; verifying the outcome of messages.
    • Ensure the development of market position through the proactive identification of target markets, relationships, negotiation and business deals.
    • Oversee the onboarding and assist customers throughout their lifecycle, helping them unlock the most value from the products and services.
    • Ensure the effective coordination of premium collection functions within worksites development to improve collections, flow of premiums on business written at worksites to ensure profitability.
    • Oversee and monitor the effective execution of lodgement and facility coordination and management.
    • Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
    • Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
    • Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.

    Customer

    • Provide sound consulting services and recommendations based on customer and client needs, current information and trends analyses.
    • Builds sustainable relationships with clients (worksite stakeholders, brokers and direct clients) to enable customer retention, education and cross-selling opportunities.
    • Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.

    Finance

    • Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.

    Learning and Growth

    • Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

    Governance

    • Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.

    Competencies

    • Liberty Values
    • Technical Competencies
    • Research and Information Gathering (Intermediate)
    • Financial Acumen (Proficient)
    • Developing sales (Intermediate)

    Behavioural Competencies

    • Professional/Technical learning (Intermediate)
    • Organisation and Attention to Detail (Intermediate)
    • Problem Solving and Analysis (Intermediate)
    • Relationship Management and Networking (Intermediate)

    Method of Application

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