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  • Posted: Jul 10, 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: Underwriter (Life Exp)

    Purpose

    • To provide specialist advice and support relating to underwriting, applying set rules to guard against risk, in alignment with related scheme and policy conditions, through the execution of predefined objectives as per agreed SOPs.

    Minimum Experience

    • 2 - 3 years experience in a similar environment

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

    Additional Minimum Qualifications

    Outputs

    Process

    • 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.
    • Analyse and provide input on the risk profile of the applicants on the basis of medical history and other stipulated parameters.
    • Conduct investigations in order to establish and verify facts to that leads to the identification and reduction of business risks.
    • 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.

    Technical Competencies

    • Underwriting process (Intermediate)
    • Research and Information Gathering (Basic)
    • Underwriting & long term risk assessment (Basic)
    • Underwriting Skills (Intermediate)
    • Reporting and Interpretation (Basic)
    • Customer Advice (Technical) (Basic)
    • Insurance products and services (Intermediate)

    go to method of application »

    Specialist: Operations Analyst

    Purpose

    • To provide specialist advice & support in order to elicit, analyse, communicate & validate less complex req for changes to operational processes, policies & information systems, through the execution of predefined objectives as per agreed (SOPs).

    Minimum Experience

    • 2 - 3 years experience in a similar environment

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Mathematical Sciences

    Additional Minimum Qualifications

    Key Responsibilites

    • Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
    • Adhere to identified best practices in providing advice and support from a specialist perspective.
    • Translate and communicate complex specialist area information to users in a practical and usable format to enhance business utility.
    • Identify opportunities to improve on current products, processes and procedures and provide recommendations for implementation purposes.
    • Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
    • Monitor operations for accuracy and efficiency, provide feedback to management and serve as a point of escalation for difficult operational issues.
    • Collate and gather information to identify business issues and opportunities to improve current operations.
    • Analyse data to identify possible areas for improved operations and optimised work schedules and make practically implementable recommendations.
    • Specifies and reviews business specifications to eliminate systematic complexity of products and platforms.
    • Analyses and translates issues into practical initiatives to resolve the issue and provides reasoned and comprehensive motivations for proposed initiatives.
    • Expert knowledge of the various administration / operations systems used within the Liberty environment for that specific product line.
    • manage the 'datasheet' and assist the performance reporting team (fund fact sheets).
    • 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.

    Finance

    • Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

    Technical Competencies

    • Data Analysis (Intermediate)
    • Business IT Systems (Intermediate)
    • Research and Information Gathering (Basic)
    • Reporting and Interpretation (Basic)
    • Operations Management (Intermediate)
    • Customer Advice (Technical) (Basic)

    Method of Application

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

     

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