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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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Purpose
- This management role is an exciting opportunity to form part of a dynamic team reporting into the Head of Actuarial Valuations - Liberty Corporate. This team is focused on delivering key input and insights into the products written by Liberty Corporate and their financial performance. The role will have a focus on investment products (including unitised products, annuities, and the umbrella offering). It requires a combination of technical and management expertise, experience in actuarial valuation and related processes, and a willingness to liaise and work with other teams, including the product development, Prophet modelling and the other actuarial valuations teams. This role positions the incumbent to further his or her career by gaining specialist and sought-after skills and experience, as well as the opportunity to interact with key individuals in the Group.
Minimum Experience
- 5 - 8 years experience in a similar environment, of which 2 - 3 years at specialist level
Requirements
- The successful candidate must have strong technical experience in Actuarial Science techniques, calculations, and principles.
- Experience in financial analysis and interpretation, and knowledge of the relevant legislation, regulations and professional guidance of the Actuarial Society, would be beneficial.
- Knowledge of Prophet and SQL would be an advantage.
Minimum Qualifications
- Qualified actuary with at least 5 years' work experience in a Life Insurance Actuarial environment.
Responsibilities
- Own the life actuarial valuations in respect of the investment products sold by Liberty Corporate, including both unit-linked and annuity products. This will include performing financial and statutory reserving, experience investigations, assumption setting, sensitivity testing, and analyses of surplus.
- Present insights to senior management and drive conversations across the business to enable delivery of the business strategy.
- Partner with various stakeholders within Liberty Corporate to develop solutions that add business value, with a key focus on the umbrella business.
- Own the Liberty Corporate experience investigations and assumption setting framework, with support from and analyses performed by the various product owners.
- Streamline and strengthen the various processes run, including the actuarial valuation and assumption-setting frameworks. A particular focus on bedding down the processes built for IFRS17 is required in the near-term.
- Assist in enhancing the level of governance and control within Actuarial – Corporate.
- Manage a small team, with accountability to drive and deliver the required business outcomes through the team
Process
- Determine resource allocation priorities and deployment necessary to support the effective integration of processes.
- Advise on the alignment and application of area specific practices and integrated processes across functional areas to ensure value chain integrity.
- Keep abreast of changes and new legislation and developments within industries that may affect area of specialisation.
- Coordinate research and make recommendations to products based on market needs, product performance and competitor analysis; increasing profitability.
- 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
- Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.
Governance
- 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
- Research and Information Gathering (Proficient)
- Statistical and Mathematical Analysis (Proficient)
- Quantitative Skills (Proficient)
- Modelling (Proficient)
Behavioural Competencies
- People Management and Empowerment (Proficient)
- Relationship Management and Networking (Proficient)
- Problem Solving and Analysis (Proficient)
- Professional/Technical learning (Proficient)
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Purpose
- To provide specialist advice & support in area of specialisation enabling the provision of an approved audit plan in compliance with auditing methodology. Co-creating a high performance audit team that is fully digitised in execution and reporting by encouraging a culture of innovation
Minimum Experience
- 5-8 years' experience in a similar environment, of which 1-2 years at a specialist level
Technical Competencies
- Demonstrate strong knowledge of IT, data and cybersecurity frameworks (COBIT, ITIL, ISO27002, TOGAF, NIST, etc)
- Strong technical skills in network controls or system implementations including reviews of routers, switches, firewall security
- Demonstrates a broad overall understanding of IT governance, corporate IT processes and information security functions.
- Provides insights and appropriate recommendations on the IT risk areas.
- Engages with senior stakeholders to clear adverse audit reports.
- Understands IT and data analytics including emerging IT trends
- Must be able to systematically identify, analyse and resolve existing and anticipated problems in order to reach optimum solutions in a timely manner
Minimum Qualifications
- Bachelor's Degree and Advanced Diplomas in Information Technology or Similar
- CISA Qualification would be highly advantageous
- Data Analytics qualification will be advantageous
Process
- Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
- Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.
- Ensure that the auditing process provides accurate and up to date data in alignment with Org. financial reporting standards and requirements.
- Verify, evaluate and report on operational and managerial processes, systems and outcomes to ensure financial and operational integrity and compliance.
- Ensure the effective comparison between application with system and client details in order to control and minimise potential fraud risk.
- 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.
- 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
Learning and Growth
Governance
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
- Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
- Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.
Behavioural Competencies
- Professional/Technical learning (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Governance, Ethics and Values (Intermediate)
- Relationship Management and Networking (Intermediate)
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Purpose
- We are looking for a Jedi Data Storyteller who can follow the data to identify solutions and identify opportunities to improve customer experience.
- This role focusses on identifying trends and developing solutions to current business problems that by extracting, analysing, and interpreting relevant data and engaging with key enablers in the business. You will work with the Data & Build and Analytics team to optimise and deliver Models required for the Customer and Adviser Service Centre. As the SME in predictive and prescriptive analytics you will provide expertise on model builds leveraging experience and working knowledge in modelling, visualisation and automation.
Minimum Experience
- 5 - 8 years experience in a similar environment, of which 2 - 3 years at specialist level
Critical Job
The following are critical requirements in this role:
- Minimum of 5 -8 years' experience in a Data Science/ Data Analytics role within either Analytics, MI & Reporting or similar environment essential.
- Ability to work with large data sets
- Data Visualisation experience essential
- Experience working with unstructured data is required
- Experience in extracting and Analysing data using programming languages including SQL, Python, R, VBA
- Life Insurance experience and knowledge preferred
Minimum Requirements
- Bachelor`s Degrees: Mathematics / Computer Sciences and/ or relevant Data Science qualifications.
Additional Minimum Qualifications
- Relevant Post-Graduate qualification will be an advantage in this role.
Outputs
Process
- Advise on and provide support to business related to the testing of new initiatives from start to finish.
- Provides regular management information to the leadership of the division that assists in enabling decision-making.
- Develops solutions to current business problems that make commercial sense by engaging with key enablers in the business.
- Analyses and measures the actual experience of implemented solutions against expected outcomes and tracks efficiency gains.
- Conducts ad-hoc business intelligence investigations to provide substance to the ideas and direction of the Executive Team.
- Proactively identifies areas where improvements can be made to current systems and/or processes.
- Engages with a wide range of stakeholders across different levels of the organisation
- 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
Finance
Learning and Growth
- Provides support to junior analysts by mentoring, coaching and providing technical assistance
- Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.
Governance
Competencies
Liberty Values
Technical Competencies
- Data Analysis (Proficient)
- Research and Information Gathering (Intermediate)
- Reporting and Interpretation (Intermediate)
- Business Acumen (Intermediate)
- Customer Advice (Technical) (Intermediate)
- Customer Relationship Management (Intermediate)
Behavioural Competencies
- Professional/Technical learning (Intermediate)
- Analytical Thinking (Proficient)
- People Management and Empowerment (Intermediate)
- Interpersonal Effectiveness (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Teamwork and Cooperation (Intermediate)
- Resilience (Intermediate)
- Customer service orientation (Intermediate)
- Communicating with Impact (Intermediate)
- Customer Orientation (Intermediate)
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Purpose
- To provide advice & support to brokers & IFA's that engenders their trust & support in selling Liberty business to their clients. Develop, maintain & grow business relationships to increase market share through execution of defined sales objectives.
Minimum Experience
- 2 - 3 years experience in a similar environment
Minimum Qualifications
- Bachelors Degree and Professional Qualifications [Level TBA: Pre-2009 was L5] in Finance Economics and Accounting
Process
- Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
- Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.
- Ensures that underwriting practice and rules are fully understood and appreciated.
- Resolves any new business and servicing obstacles and blockages to increase Broker/IFA satisfaction and positively influence service perception.
- Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
- Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
- Plan for own task execution and advises on improvements related to area of specialisation.
Customer
- Provide sound consulting services and recommendations based on customer needs, current information and trends.
- Informs, educates and up skill partners in sales and relationship mngt capabilities across the range of SBFC, products and services to ensure customers retention and increased sales revenue and growth.
- Provides a basic competitor analysis that enables a better understanding of relative product value, features, advantages and benefits across the range of SBFC products.
- Provides opportunity plans and insights to advisory partners on existing and new marketing opportunities across the range of SBFC products within and outside of existing client base.
- Develops basic insights into client needs and solutions that enables trust and confidence in continued and productive direct support interactions with advisory partners.
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
Finance
Learning and Growth
- Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
- Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
Governance
Technical Competencies
- Customer Understanding (Intermediate)
- Sales life cycle management (Intermediate)
- Research and Information Gathering (Basic)
- Insurance principles and practice (Intermediate)
- Reporting and Interpretation (Basic)
- Developing sales (Intermediate)
- Customer Advice (Technical) (Basic)
- Insurance products and services (Intermediate)
Behavioural Competencies
- Persuading and Influencing (Basic)
- Professional/Technical learning (Basic)
- Entrepreneurial and commercial thinking (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Relationship Management and Networking (Basic)
- Customer Orientation (Basic)
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Purpose
- As an Administrator: IT systems your responsibility is to deliver IT systems support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Key Responsibilities
The vacancy entails a 24x7 shift structure onsite / remote.
- Providing first line support for the enviroment around monitoring and batch processes.
- Tools used are Dynatrace ,
- Check_Mk and Sintrex
- Daily job / batch processing to be monitored using tools such as Control-M, Mainframe
- Ticketing system used for logging of incidents is Remedy.
Minimum Experience
- 2 - 3 years experience in a similar enviroment.
- Current tools used - Dynatrace , Check_Mk and sintrex or similar tools.
- User will need to have the ability to use the monitoring tools to identify root cause of alerts and escalate.
- Ability to transfer knowledge to team.
- Ability to map out trend analysis of alerts and create good reporting for management.
- Operations 24x7 experience is an advantage.
- Experience in monitoring of dashboards and batches.
- Following escalation processes working on a ticket system for logging of incident eg Remedy and Jira.
- Ability to work shifts on a rotational basis.
- General IT Support with good communication skills.
- Experience with Control-M , Remedy & Mainframe.
Minimum Qualifications
- A+ / N+ (IT Operations, 24x7 operation Support)
- Diploma in Information Technology.
- Skilled in Agile methodologyPreferred - SAFe for Teams (SFT)Preferred - AWS/ MS Azure Foundation
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Purpose
- To lead and deliver CAE (Client and Adviser Experience) specific business initiatives in support of the business strategy in collaboration with business stakeholders and other cross functional specialist teams.
Qualifications
- Bachelor's degree in Business, Commerce or related field
- Formal Project Management/ Agile training/ Accreditation advantageous
Experience
- 5+ years of Project/Programme Management Experience
- Experience in agile ways of work
- 4+ years preferred in the Insurance Industry
- Excellent communication skills (story-telling, visualization) and the ability to get buy-in on those ideas within a large organization.
Key responsibilities and level of work expectations
- To partner with CAE functional heads to support and execute key business initiatives across the sales channels and related parts of the business
- To define goals and create a vision for delivery of CAE business initiatives including success metrics for initiatives, budget control and benefit realization metrics
- Responsible for communicating with stakeholders across the board, including customers, business managers, and the development team to make sure the goals are clear and the vision is aligned with business objectives.
- Communicate and feedback with all stakeholders using quality metrics and project status reports as drivers of engagement
- To help the team maintain the vision by creating an initiative roadmap which is a high-level, strategic visual summary that outlines the vision and direction for the initiative offering over time. It is both a strategic guide for stakeholders to reference as well as a plan for execution.
- To create the list of backlog items and prioritize them based on the overall strategy and business objectives. and to map out project dependencies to inform the necessary sequence of delivery
- Creating, updating and publishing plans and schedules
- Collaborate with customers and advisers to constantly understand and communicate their needs and participate in the validation of the proposed solutions.
- To work in close collaboration with the business integration team to ensure that propositions and solutions are delivered and integrated into mainstream business processes and operations.
- Support the integration of systems, processes and functions that help deliver on the CAE strategy including ensuring that CAE is capitalising on the appropriate support available within Liberty.
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Purpose
- To build an Information Technology cyber-security and security testing capability in order to improve the Information Technology Security capability maturity.
- This includes developing a strategy and delivery of various control improvements, incident response planning and leadership of the cyber-security and penetration testing team.
Minimum Qualification
- Degree Management practices,
- CISSP (Certified Information Systems Security Professional),
- CISM (Certified Information Security Manager)
Minimum Experience
- 8 - 10 years' experience in a similar environment, of which 3 - 4 years at management level
Key Responsibilities
Establish an IT cyber-security strategy and proactively identify cyber-security threats
- Develop a cyber-security strategy for the Liberty Group.
- Develop threat models for all critical technologies (application and supporting infrastructure).
- Support the CISO with cyber-security input into the IT Security investment plans.
- Develop cyber-security business cases to secure the budget for improvements in the cyber-security maturity.
Coordinate cyber-security incident management, response and recovery for IT
- Develop incident response plans (aligned with the CSOC) and recovery processes for specific cyber-security events, linked to a reliable industry source (SANS Top 10,etc.).
- Coordinate the IT recovery process post a cyber-security incident.
- Secure the requisite IT resources and ensure that recovery efforts receive appropriate focus and priority.
- Write the IT Security incident report and share with the IT community, with emphasis on root cause and lessons learnt.
- Ensure that remediation work is undertaken in line with findings and is coordinated and tracked.
Key Responsibilities continued:
Effective stakeholder management
- Build effective working relationships with the line of business IT Security functions
- Have effective working relationships with Enterprise Technology Architecture to ensure that security roadmaps are aligned
- Become the service provider of choice and reduce the use of external consultants to absolute necessity, not preference
- Have effective relationships with the CSOC and FCC teams to be able to assist with technical expertise in the course of an investigation or IT Security incident
- Have effective relationships with the vendor community to be able to co-source the best skills on short notice to complement the team
- Have a strong relationship with the web development teams and ensure that secure development practices are adopted
Management of People
- Manage the Headcount and Budget for your business area/ department and ensure you remain within your allocated numbers for the year in collaboration with your Head, Finance and Human Capital Business Partner.
- Ensures the effective selection of staff by matching the skills and competencies to the requirements of the job, by following the recruitment policies and procedures.
- Ensures skills assessments and competency-based training takes place as and when required.
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Purpose
- To provide specialist advice and support in area of specialisation enabling the effective implementation of risk product analytics frameworks.
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 [Level TBA: Pre-2009 was L7] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- Coordinate investigations in order to establish and verify facts that leads to the identification and reduction of business risks.
- Identify, guide and ensure the effective utilisation of data models, analytics and mining tools, enabling extended data extraction, analysis and reporting.
- Keep abreast of changes and new legislation and developments within industries that may affect area of specialisation.
- Constantly develops and improves the quality and quantity of product specific business insights by refining and enhancing data integrity and applicability in a way that adds value to business.
- Conduct root cause analysis and develop deep knowledge and insight into product area in order to provide specialist advice and influence decision making.
- Understands key business risks, drivers, constraints of current systems and processes and provides specialist advice to business that enables product and process enhancements.
- 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
Finance
Learning and Growth
Governance
Competencies
Liberty Values
Technical Competencies
- Research and Information Gathering (Intermediate)
- Product and/or Service Knowledge (Proficient)
- Modelling (Intermediate)
- Insurance products and services (Proficient)
Behavioural Competencies
- Stakeholder Engagement and Management (Proficient)
- Professional/Technical learning (Intermediate)
- Analytical Thinking (Proficient)
- Problem Solving and Analysis (Intermediate)
- Relationship Management and Networking (Intermediate)
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Purpose
- As a Snr Specialist: IT Systems Support SQL Database administrator you will scrutinise information using data analysis tools.
Key Responsibilities
- Organize, manage data and keeping databases up to date.
- Troubleshooting SQL server, SSIS and SSRS and supporting applications.
- Ensuring application stability and availability through defined SLAs.
- Helping with database design and development.
- Managing database access.
- Designing maintenance procedures and putting them into operation.
- Liaising with programmers, applications/operational staff, it project managers and other technical staff.
- Managing database security/integrity and backup & restore standards and procedures.
- Implementing and maintaining security measures.
Additional Key Responsibilities
- Defining objectives through consultation with staff at all levels.
- Writing reports, documentation and operating manuals.
- Testing and modifying databases to ensure that they operate reliably.
- Providing user training, support and feedback.
- Writing disaster recovery plans.
- Archiving of data according to business requirements.
- Providing technical expertise on data storage structures, data mining, and data cleansing.
- Ensure proper controls are in place to meet Audit requirements.
- Maintain ongoing monitoring on all SQL environments to optimize for best performance.
Minimum Experience
- 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level
- Cloud : Knowledge and experience with Azure SQL and/or setting up and configuring SQL clusters on AWS through RDS or similar.
- In-depth knowledge and understanding of Microsoft SQL Server.
- In-depth knowledge and understanding of Microsoft SSRS.
- Excellent understanding of how to install and configure SQL applications to best practices and standards.
- In-depth knowledge of Always-On Availability (AAG) , setup and configurations.
- High-Availability understanding, configuration and implementation.
- Excellent knowledge of CDC and log harvesting to support data replication tools.
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Information Technology and Computer Sciences.
- Skilled in Agile methodology, Preferred - SAFe for Teams (SFT)Preferred - AWS/ MS Azure Foundation.
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Purpose
- To provide specialist advice and support relating to sales, applying set rules in alignment with related scheme and policy conditions, through the execution of predefined objectives as per agreed SOPs.
Minimum Experience
- 3 - 5 years experience in a similar environment
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
Additional Minimum Qualifications
Outputs
Process
- Adhere to identified best practices in providing advice and support from a specialist perspective.
- Oversee the onboarding and assist customers throughout their lifecycle, helping them unlock the most value from the products and services.
- Ensure the management, tracking and reporting of cancellation, requirements management and history of movement for all customers.
- Effectively develop and distribute relevant reports according to relevant processes for areas of accountability.
- Provide a single point of entry for the management of all escalations in order to ensure a speedy resolution process is provided.
- Provide relevant managers with the weekly rejection reports for new business.
- Provide on-going system navigation training support at branch level where the need arises.
- Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
- Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
- Plan for own task execution and advises on improvements related to area of specialisation.
Customer
- Provide support to ensure the effective resolution of customer queries in order to promote customer satisfaction and retention.
- Inform and educate customers on products to ensure retention of existing customers; increase sales revenue and increase the org. customer base.
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
Finance
Learning and Growth
Governance
Competencies
Liberty Values
Technical Competencies
- Continuous Process Improvement (Intermediate)
- Product Related System Application (Proficient)
- Sales life cycle management (Intermediate)
- Research and Information Gathering (Basic)
- Reporting and Interpretation (Basic)
- Functional Policies and Procedures (Intermediate)
- Customer Advice (Technical) (Basic)
- Customer Relationship Management (Intermediate)
Behavioural Competencies
- Persuading and Influencing (Basic)
- Professional/Technical learning (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Relationship Management and Networking (Basic)
- Customer Orientation (Basic)
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Purpose
- The purpose is to effectively articulate an end-to-end client engagement by professionally representing STANLIB partnerships and driving the Go-to-market strategy and its offerings, seeking new opportunities, and developing strategies accordingly.
Minimum Experience
- 3 - 5 years experience in a similar environment
Minimum Qualifications
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting
Responsibilities
- Responsible for the formulation, execution and monitoring of respective Group Channel strategies in the region.
- Responsible and accountable for achievement of Group Channels Regional Sales targets across various channels and solutions products
- Responsible for building relationships/ partnerships with intermediaries/ “gatekeepers”; opening new avenues of revenue through new advisor accounts; identify prospective clients; maintaining existing supporter relationships with allocated advisor accounts/panel and gathering assets into the Group Channels proposition.
- Conduct broker and client presentations
- Prepare and present competitive analysis
- Required to have a good understanding of the financial services industry.
- Required to stay abreast of industry matters – legislation etc.
- Required to have a good understanding of the competitors – monitor/analyse/ compare and define sales strategies; etc.
- Provide high level feedback to Investment Team on client needs & expectations – “know your client”;
- Required to socialise with /entertain current and prospective brokers.
Process
- Apply models and techniques which enable tracking, reporting and monitoring of business related information.
- Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
- Develop and implement approved business plans and initiatives in order to grow the business.
- Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
- Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
- Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.
- Records all engagement activities via a robust CRM system to build continuity in relationship management and provide useful management tools and analysis reports to measure the effectiveness of the engagement activities.
- Manage real situations where opportunity is identified, and formulated, and then strategy and activities are executed.
- Has the ability to, and on a regular basis does, achieve annual revenue and monthly sales targets.
Customer
- Ensure the provision of sound consulting services and recommendations based on customer and client needs, current information and trends.
- Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.
- Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
Finance
Learning and Growth
Governance
- Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
- Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.
Technical Competencies
- Asset Management (Intermediate)
- Legal Compliance (Sales) (Intermediate)
- Local and / or international market / industry knowledge (Intermediate)
- Strategic Planning (Advanced)
- Business Acumen (Proficient)
- Business Interaction (Proficient)
- Continuous Process Improvement (Advanced)
- Customer Relationship Management (Intermediate)
- Sales life cycle management (Proficient)
- Developing sales (Intermediate)
- New sales development (Proficient)
- Sales management (Proficient)
- Presentation Skills (Intermediate)
Behavioural Competencies
- Analytical Thinking (Intermediate)
- People Management and Empowerment (Intermediate)
- Relationship Management and Networking (Intermediate)
- Entrepreneurial and commercial thinking (Intermediate)
- Judgment and decision making (Intermediate)
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Purpose
- To deliver customer support services at a shopping centre to enhance the customer experience through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
- 1 - 2 years experience in a similar environment
Minimum Qualifications
- Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration
Additional Minimum Qualifications
Outputs
Process
- Type, edit and generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Adhere to prescribed timekeeping standards at all times and attempt to improve own standards continuously.
- Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
- Sell gift cards according to standard operating procedures.
- Ensures that the customers are serviced according to the standard operating procedures.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
Customer
- Liaise and interact with customers via approved communication channels in a positive and helpful manner.
- Build and maintain contact with customers to promote organisational products and services.
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
Learning and Growth
Governance
Competencies
Liberty Values
Technical Competencies
- Communication skills (Fundamental) (Intermediate)
- Customer Liaison (Basic)
- Internal office administration (Basic)
- Telephone and face to face sales (Basic)
- Customer Relationship Management (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Customer service orientation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
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Purpose
- To develop and maintain coding and tariff structures as well as the maintenance of a clinical rules database for Liberty Health and the Rest of Africa.
Minimum Experience
- 2 - 3 years experience in a similar environment
Minimum Qualifications
- National Diplomas and Advanced Certificates [NQF Level 06] in Promotive Health and Developmental Services
Additional Minimum Qualifications
Outputs
Process
- Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
- Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
- Plan for own task execution and advises on improvements related to area of specialisation.
- To ensure the accurate mapping of scheme benefit rules
- To assist in the development and maintenance of a coding structure and process that enables the business to conduct claims management and clinical analyses
- To ensure SLA’s with clients and other departments (both back-office and in-country) is maintained
- To ensure the effective development and implementation of cross-mapping of provider codes across the African continent.
Customer
Finance
Learning and Growth
Governance
Competencies
Liberty Values
Technical Competencies
- Research and Information Gathering (Basic)
- Decision Making and Problem Solving (Basic)
- Communication skills (Fundamental) (Basic)
Behavioural Competencies
- Analytical Thinking (Basic)
- Customer Orientation (Basic)
- Customer service orientation (Basic)
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Teamwork and Cooperation (Basic)
- Adaptability (Basic)
- Problem Solving and Analysis (Basic)
- Communicating with Impact (Basic)
- Professional/Technical learning (Basic)
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Purpose
- To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
- 1 - 2 years experience in a similar environment
Minimum Qualifications
- Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration
Additional Minimum Qualifications
Outputs
Process
- Plan for, administer and process operations related tasks and activities effectively and efficiently in alignment with performance objectives.
- Support financial transactions by providing administrative support services in line with set standards.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
- Customer
- Resolve customer queries effectively or alternatively, escalate unresolved queries for resolution in accordance with operational goals and standards.
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Contribute to efficient operational cost management by suggesting ideas to enhance cost effectiveness.
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
Learning and Growth
Governance
Competencies
Liberty Values
Technical Competencies
- Administration (Basic)
- Business Administration Skills (Intermediate)
- Customer Relationship Management (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Customer service orientation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
Method of Application
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