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  • Posted: Aug 1, 2024
    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...
    Read more about this company

     

    Specialist: Data Analyst

    Purpose

    • To provide specialist advice and support related to the design and development of data analysis via various channels, through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

    Minimum Experience

    • 2 - 3 years experience in a similar environment

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Mathematics, Statistics, Data Science or Computer Science.

    Key Responsibilities

    • Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
    • 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.
    • Effectively extract, consolidate and analyse data to enable the optimal interrogation thereof in order to provide reliable management information.
    • Analyse data and provide monthly reports that reflect insight into tendencies and patterns.
    • Continuously update data measuring complaint/s quality outputs and ensure availability for analysis purposes.
    • Analyse data to identify possible areas for improved operations and optimised work schedules and make practically implementable recommendations.
    • 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

    • Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

    Finance

    • Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to 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 own area-specific knowledge improvement associated with area of specialisation.

    Governance

    • Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

    Competencies

    Liberty Values

     

    Technical Competencies

    • Data Analysis (Intermediate)
    • Research and Information Gathering (Basic)
    • Reporting and Interpretation (Basic)
    • Customer Advice (Technical) (Basic)

    Behavioural Competencies

    • Professional/Technical learning (Basic)
    • Organisation and Attention to Detail (Basic)
    • Interpersonal Effectiveness (Basic)
    • Problem Solving and Analysis (Basic)
    • Teamwork and Cooperation (Basic)
    • Communicating with Impact (Basic)
    • Customer Orientation (Basic)

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    Administrator: Quotes

    Purpose

    • To deliver quotes administrative 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

    • Bachelor`s Degrees and Advanced Diplomas [Level N/A: Pre-2009 was L6] in Finance Economics and Accounting

    Key Responsibilities

    • Accurately administer, plan for and complete financial activities within area of work in an efficient, effective and up to date manner.
    • Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
    • Contribute to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
    • Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
    • 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 client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
    • Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

    Finance

    • Contribute to the effective and efficient administration of operational costs within budget, identify areas of financial risk and escalate.
    • Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

    Learning and Growth

    • Contribute positively to own area-specific knowledge improvement.

    Governance

    • Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

    Competencies

    Liberty Values

    Technical Competencies

    • Business IT Systems (Basic)
    • Query resolution (Basic)
    • Financial Acumen (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)
    • Relationship Management and Networking (Basic)
    • Customer Orientation (Basic)

    go to method of application »

    Specialist: Broker Consultant

    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

    Additional Requirements

    • Must be Fluent in Afrikaans

    Key Responsibilities

    • 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.

    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)

    Method of Application

    Use the link(s) below to apply on company website.

     

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