Recent Job Openings 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 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 tomandatory 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

General Education

• Matric / Grade 12 or SAQA Accredited Equivalent (essential)
• Regulatory Exam 5 (advantageous)

EXPERIENCE

General Experience

• 1 year telephonic sales experience (essential)

ADDITIONAL INFORMATION

• SAQA Accredited Equivalent - It is the onus of the applicant to provide TIH and its subsidiaries with certified evidence that their qualification(s) meet the equivalent NQF level required for this role at time of application.
• As a registered Financial Service Provider, we are mandated to ensure that all our representatives are and remain fit and proper at all times.
• By applying for this role, you consent to having your relevant qualification and or accreditation or confirm that you are working towards meeting the competency requirements.
• You further consent to the relevant information being verified.

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Description

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

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
• Regulatory Exam 5 (Essential)
• 120 Long Term Credits (Essential) 
• 2 or more years telephonic sales experience (Essential);
• Experience in cold calling (Advantageous)

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JOB PURPOSE

• Support the assessing process by safely transporting non-drivable vehicles in the non-drivable assessment and storage facility. Enable first-time accurate motor assessment which contributes to the customer experience, ensuring this is done in accordance with all companies’ policies and procedures.

RESPONSIBILITIES

Disassemble Equipment

Carry out standard activities to disassemble vehicles under detailed guidance. Troubleshoot basic technical or operational problems by applying previously defined solutions supplied by the Assessor. Accurately disassemble a motor vehicle by applying the necessary skills and knowledge of motor vehicles area of impact. Package all parts in accordance to company requirements in order to save cost on replacements on parts that could be salvaged for re-use and prevention of additional damage. Ensure all disassembled parts for non-driveable disassembled vehicles are loaded and transported with the specific vehicle to the storage area.

Operating Machinery or Equipment

• Operate various machines, adjusting one or more variables to achieve efficiency. Safely ensure the movement and loading of non-driveable vehicles using a forklift as well as hoists within allocated areas by applying the necessary skills and knowledge.

Occupational Health and Safety

• Follow a range of mandatory work instructions (including use of personal protection equipment where relevant) to safeguard the environment and the well-being of oneself and others.

Administration

• Conduct data entry into company systems using the appropriate application, and review and verify the information to ensure accuracy and accessibility. Ensure all checklists for received, disassembled and dispatched vehicles are accurate and contain detailed information of the motor vehicle. Ensure that the allocated maintenance checklist on the forklift truck is completed daily and reported on.

Operations Management and Compliance

• Carry out operational tasks by following established processes. Involves working within given settings or parameters. Follow a straightforward mandatory procedure 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.

Work Scheduling and Allocation

• Work according to an assigned schedule. Internal Communications Exchange information with people by having courteous interactions with them. Provide daily feedback to line manager on all actions (unforeseen damages/ amount of vehicles disassembled etc.). Communicate with Assessor as and when required.

Personal Capability Building

• Develop and maintain excellent skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

EDUCATION

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential); Forklift Licence (Advantageous)

EXPERIENCE

General Experience

•  1 or more years disassembling experience (Essential)

TOOLS

Disassemble and movement of vehicles

• Forklifts; Hoists; Compressor; Battery Charger; Various standard tools kits

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JOB PURPOSE

• Assist with Desktop support and responsible for assessing, validating and pre-finalising personal lines and business claims.

RESPONSIBILITIES

Desktop Management (Operations)

• Make fair, honest, accurate reasonable cost related decisions through the building claim life cycle. Accurate quantification and validation of buildings. Validate all incidents and claims. Quote damages on a claim: Validate claims in accordance with the relevant terms and conditions.

Customer Management (External)

• Help manage external client relationships by carrying out simple procedural tasks. Effectively engage with the customers, consistently demonstrating all the TCF (Treating customers fairly) behaviours, 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 an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences and /or training to obtain CPD points, and reading specialist media.

Insights and Reporting

• Extract simple/automatic data in various forms (graphs, charts, etc.) to include in reports.

EDUCATION

General Education

• Grade 12 / SAQA Accredited Equivalent (Essential).
• General Experience 2 - 4 years’ work experience in the following: Building/ Claims (Essential); Client services experience (Essential); Buildings Assessing experience (Advantageous).

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JOB PURPOSE

• Assist with the provision of advice, adherence to Corporate Governance and Statutory Compliance for the Group.

RESPONSIBILITIES

Regulatory & Compliance Management

• Investigate all kinds of incidents and reports and provide expert advice to more senior colleagues. Minimize risk exposures and ensure adherence with regulatory standards by working with all internal functions to make sure compliance programs are properly implemented.

Compliance Monitoring

• Deliver audit assignments in nominated client areas. Develop individual audit plans and detailed scope, deliver the fieldwork, report findings and opinions, agree on corrective actions with auditees, and refer serious or contentious issues to the lead auditor.

Business Case Contribution

• Notify, inform and effect amendments to the company profile records internally and as well with any external party including but not limited to CIPC.

Policy Development & Implementation

• Work within established procedures to achieve specified goals.

Stakeholder Engagement

• Support stakeholder engagement by arranging actions, meetings, and events.

Insights and Reporting

• Prepare and coordinate the completion of various data and analytics reports.

Compliance Management System

• Carry out a range of quality management activities under the guidance of senior colleagues to contribute to the identification and evaluation of current policies and business processes that are in the scope of the Compliance Management System and to support the design, development, and documentation of new policies, procedures, and business processes. Support the maintenance of an effective compliance system. Support the delivery of compliance automation by proactively looking for automation opportunities.

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

• Grade 12/ SAQA Accredited Equivalent (Essential)
• BProc/LLB Degree or other equivalent degree (Advantageous)

EXPERIENCE

• 2-5 years’ experience in the position of an assistant company secretary (Essential)