Job Opportunities at Telesure Investment Holdings (TIH)

Job Purpose

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

Responsibilities

Customer Relationships Development

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

Customer Needs Clarification

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

Sell Customer Propositions

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

Operational Compliance

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

Customer Relationship Management (CRM) Data

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

Performance Management

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

Personal Capability Building

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

Sales Opportunities Creation

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

Education

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

Experience

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

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Job Purpose

• Retention of policies through restatements and management of cancellations.
• Focuses on meeting targets, maintaining customer relationships, and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Focus on growth of brand and meeting profit margins.

Responsibilities

• Customer Relationship Development / Prospecting
• Make calls (by telephone or in person) to allocated customers to develop new
• relationships. Act as a first point of contact for resolving customer queries and complaints.

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.

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 Relationship Management (CRM) Data

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

Operational Compliance

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

Sales Opportunities Creation

• Interview allocated potential customers, using a standard sales script, to identify
• those that fit predefined criteria; utilise the information to propose a product
• solution to reinstate.

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 the
• selection to the customer, and invite the customer to make a purchase at the
• best premium and conditions of sale.

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.

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.

Education

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

Experience

• Retentions experience (7 to 12 months).
   

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Job Purpose

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

Job Purpose

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

Responsibilities

Customer Relationships Development

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

Customer Needs Clarification

• Set clear objectives for each sales call or meeting; 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 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.

Education

• School Grade 12  (Required)

Experience

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

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Job Purpose

• Prepare, examine and analyse accounting records, financial statements and other financial reports to assess accuracy, completeness and conformance to reporting and procedural standards.

Responsibilities

Financial Management and control

• Prepare monthly and annual financial statements for management and auditing purposes. Ensure effective daily cash management of the company. Record asset transactions in respect of additions, disposals and transfers on a daily basis to ensure that transactions are allocated accurately in terms of amounts, VAT, description and account.

Financial Accounting Skills

• Use full understanding of accruals accounting and the impact of entries on profit and loss account, the balance sheet and the cash flow statement. Compile complete, accurate and timely accounting records on a monthly basis. Prepare month end file with reconciliations and documentation to support the trial balance.

Financial Policies, Guidelines, and Protocols

• Assist with the delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.

Operational Compliance

• Develop knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorisation from a supervisor or manager for any exceptions from mandatory procedure.

Data Collection & Analysis

• Draw conclusions and assess impact from analysis and interpretation of financial data. Interpret the impact of unusual figures identified by analytical review.

Document Preparation

• Prepare monthly and annual financial statements for management and auditing purposes. Prepare and submit monthly, quarterly and annual statutory returns.

Reporting

• Extract and combine data to generate standard reports.

Customer Management

• Establish and maintain professional relationships with internal  and external Auditors and business partners on a daily basis. Provide accurate information and respond and resolve enquiries to a satisfactory outcome.

Data Management

• Generate monthly depreciation journal on the financial system. Record financial transactions on a daily basis into the applicable business systems to ensure the accuracy and completeness of information.

Improvement / Innovation

• Implement improvements and provide feedback on them. Use change management systems and protocols to provide routine supportive services.

Leadership and Direction

• Supervise a team performing routine work.

Education

• B.com degree (Financial accounting) or equivalent CA(SA) undergraduate qualification at a SAICA accredited university. Completed Honours degree (CA) (Essential)

Experience

• Completed articles experience essential  
• 3 years post articles work experience in the Financial services industry (desirable )
• (Over 3 years to 6 years). Experience of general supervision of more junior colleagues (7 to 12 months)
   

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Job Purpose

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

Responsibilities

Customer Management

• Help manage customer by carrying out standard activities to complete the customer request. Building and maintaining relationships with dependencies (for example; Loss Adjusting, Towing etc) to help assist with customer's communication.

Data Collection & Analysis 

• Ask questions, collect data from a variety of sources, analyse information and investigate claim.

Work Scheduling and operational compliance 

• Organize own work schedule in order to get the job done, coordinating with support services and completed work within TAT.

Administration

• Produce, update and provide best practice support to customers on the claims administration process and other departmental systems, in line with claims policy, rules and SLAs.

Correspondence

• Respond to routine requests using telephonic conversation or emails (internal and external).

Document Management

• Create, organize and maintain files containing the correspondence relating to policies and matters.

Document Preparation

• Prepare and manage claim documentation for customers.

Up-sell Customer Propositions

• Identify a selection of products or services that may meet the customer's requirements, explain the product/service features influence the customer to add additional cover.

Education

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential); Regulatory Exam 5, dependent on DOFA date (Essential); Full 150 STI credits, dependent on DOFA date (Essential); CPD hours (Essential); Class of Business Certificate (Advantageous); Degree and/or diploma in business/marketing (Advantageous)
   

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Job Purpose

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

Responsibilities

Operations Management

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

Customer Service

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

Client & Customer Management (External)

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

Continuous Improvement

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

Personal Capability Building

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

Education

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

Experience

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

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Job Purpose

• Obtain and capture information from insured or designated persons for purpose of settling claim with insurance carrier. To assist with administrative amendments, provide information and insights on policies, additional benefits and up-sell products to the customer.

Education

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

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Job Purpose

• Provide Senior Leadership presence within a regional office and oversee the day-to-day operations. Drive TIH Cultural initiatives within the business to support Employee Engagement. Champion operational excellence to enhance efficiencies in the regional office to enable improved market share and identifyand pursue opportunities for regional growth and expansion.

Responsibilities

Leadership and Direction

• Communicate the function's strategy and its relationship to the organisation's mission, vision and values; clarify the actions needed to implement it within the area of responsibility; motivate people to commit to these and to doing extraordinary things to achieve the organisation's business goals. Build and lead an effective and collaborative team. Champion the organisation’s values and culture within the regional office. Foster a positive, inclusive, and high-performance work environment. Lead by example, demonstrating commitment to the organisation’s mission and vision.

Operations Management

• Manage and oversee all operational and support activities residing in the regional office, assist with day-to-day management and resolve escalated complaints.

Performance Management

• Manage and report on the performance of the function / business area; set appropriate performance objectives for direct reports and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of annual business objectives. Implement effective succession planning, people management, development, recruitment and retention strategies for brand servicing operations in consultation with HRBP. Manage the performance of all managers through the formal performance management system. Promote transformation.

Strategic Planning

• Develop and/or deliver elements of a strategic planning system with guidance from senior colleagues.

Improvement / Innovation

• Initiate, formulate and implement new business practices within a specific region while managing the development and/or delivery of a significant element of the organisation's change management program.

Budgeting & Costing

• Manage budget plans for a regional office. Could involve development or delivery (or both).

Client & Customer Management (External)

• Manage key client and customer relationships. Use account teams to maintain customer satisfaction and loyalty.

Building Capability

• Build capabilities on a formal basis within a significant functional area of the business. Build capabilities elsewhere in the organisation through mentoring and other informal methods. Ensure that all operating objectives and standards of performance are owned by management as well as employees.

Stakeholder Engagement

• Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.

Personal Capability Building 

• Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and indepth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Education

• Grade 12/ SAQA Accredited Equivalent (Essential); Business Degree (Essential); Post Graduate qualification in Business (Advantageous)

Experience

• General Experience 3 years' Senior Management Experience (Essential); Experience managing  budgets (Essential) 3 or more years' experience working in a financial services environment (Essential) Managerial Experience 7 or more years management experience (Essential)
   

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Job Purpose

• Assist with the implementation of the Group CSI strategy and policy. This includes but not limited to ensuring all CSI related administration function; programme management/ delivery and reporting of the CSI portfolio are managed efficiently. Monitoring and Evaluation of CSI programmes ensuring proper due diligence and governance requirements are completed for all beneficiaries through conducting regular site visits to beneficiaries. Ensure the creation and management of the Employee Volunteer Programme.

Responsibilities

Project Management - CSI |initiatives

• Work within an established project management plan to achieve specific goals. Implement the Group’s CSI strategy and CSI policy in consultation with the Senior Group Transformation Manager. Coordinate and implement all CSI initiatives and provide reports on outcomes for each initiative. Gather learnings and insights for Corporate Social Investment (CSI) programmes. Monitor and measure all flagship CSI initiatives and provide meaningful input into the required governance reports. Monitor and evaluate the implementation of CSI Programmes to ensure excellence in the execution of CSI programmes. Assist in driving a culture of data analysis and data driven decision making across the business and external service providers in terms of social investment management and strategy.

Administration

• Develop and execute the annual CSI calendar in line with the pre-approved initiatives. Prepare and coordinate the collation of meeting packs for CSI Committee meetings to ensure the smooth running of meetings. Conduct pre-evaluation of CSI requests received and ensure that they are compliant to industry regulatory/ legislative requirements and that they align to the Group's CSI policy. Ensure that the administrative requirements are upheld in the implementation of CSI initiatives in order to comply with the annual internal, BBBEE and compliance audits. Ensure that Service Level Agreements (SLA's), Memorandums of understandings (MOU’s) and Contracts are in place for all CSI Implementation Partners and liaise with relevant stakeholders and beneficiaries regarding Section 18 certificate, BBBEE certificate and required letters of acknowledgement.

Stakeholder Management

• Develop and implement stakeholder engagement plans for projects to identify relevant stakeholders, to develop positive stakeholder relationships, and to ensure that each stakeholder has an appropriate share of voice. Establish and nurture relationships, with internal and external stakeholders. Work with internal and external partners to ensure that all socio-economic development initiatives are monitored and evaluated accurately and meaningfully, thus demonstrating social impact.

Budget Management

• Track budgets and report variances to more senior colleagues. Administer the CSI budget and funds allocated to approved CSI initiatives, in line with the approved Delegation of Authority and implement appropriate internal controls and measurement systems to ensure that spending is in line with the allocated budget. Keep accurate record of initiatives funded. Ensure that payments are made timeously and in-line with the required governance requirements. Coordinate the sourcing of appropriate and cost effective promotional and branding material regarding CSI initiatives and advise the CSI committee on findings and if necessary to reconsider additional/ reduction of project funding.

Insights and Reporting

• Prepare and coordinate the completion of various data and analytics reports. Identify and interpret complex patterns and trends and translate those insights into actionable recommendations. Prepare management reports on execution plan, give input into the Trustee, Social and Ethics Committee, Quality Assurance and BBBEE reports. Collect and collate information from various stakeholders about sustainability and community development projects i.e. financial information, statistic, photos, and other qualitative and qualitative information.

Personal Capability Building

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Education

• Relevant qualification NQF level 6 (Essential); Bachelor's degree (Advantageous)

Experience

• 5 years relevant working experience, especially in the Social Investments Programs space (Essential); Extensive knowledge of CSI strategies (Essential); Knowledge and experience in monitoring and evaluation of CSI initiatives (Essential); Strong Project Management relationship building and networking skills (Essential); Good knowledge of financial and budget principles (Essential); 5 to 10 years in a financial service industry (Advantageous)

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Job Purpose

• Design user interface and the visual and user-experience elements of digital products through research, testing, planning and iteration. Translate high-level requirements into interactive designs, and transform them into attractive, intuitive, and functional user interfaces.

Responsibilities

Design and Conceptualization

• Work effectively with cross-functional teams to conceptualize products and services, leveraging data to drive original design ideas and decisions.

Customer Experience Mapping

• Perform and implement techniques such as voice of the customer initiatives, journey mapping, and qualitative touchpoint analysis to identify customer pain points, challenges, and hurdles. Advise on approaches to eliminate negative experiences and enhance customer interactions.

Customer Needs/Experience Research

• Complete research and analyse data to develop and/or support a sound understanding of customer segments, trends, needs, and expectations.

Product and Solution Development

• Define and deliver products and services that meet customer needs by selecting the best possible approaches available within established systems.

Internal Client Relationship Management

• Build effective working relationships within the internal client organisation, delivering high-quality professional services with guidance from senior colleagues.

Improvement / Innovation

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

Customer Experiences Implementation

• Support the implementation of differentiating customer experience initiatives, tools, and processes, including customer experience testing.

Personal Capability Building

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Education

• Matric / Grade 12/ SAQA Accredited Equivalent (Essential); A relevant design related qualification (degree / diploma / certificate) (Essential)

Experience

• 3 or more years UX/UI design experience (Essential); Experience in the Financial Services industry (Advantageous).