Summary
Location
Johannesburg
Type
full-time
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About this role
Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose.
Job Purpose
Interact and manage relationships with Partners to action the incoming queries. Provide feedback on queries and support business with reporting needs. Handle various queries and escalate to relevant departments where neededfor resolution.
Responsibilities
Customer ServiceProvide a quality service to Partners while identifying opportunities to secure new business when required and support retention.
Responsibilities may include processing cases, dealing with complex queries and investigating and resolving Partner's problems. Monitor and provide feedback to Partners.
Ensure that Processes are followed relating to any type of incoming query or task.
Document Preparation & Administration
Provide the Partners with requested documents.
Produce, update and provide best practice support on a wide range of MS documents, databases and other departmental systems to support the work of Partners.
Customer Relationship Management (CRM) Data
Monitor relevant information available from the various systems to ensure that the organisation maintains turn around times (TAT).
Work Scheduling and Allocation
For queries, communicate with the relevant teams to ensure tasks are completed within the TAT and follow up on progress.
Customer Relationships Development
Act as a first point of contact for resolving queries and complaints.
Performance Management
Respond to personal objectives and use performance management systems to improve personal performance. Provide feedback to relevant managers on performance and escalate performance issues to the direct manager to ensure timeliness and quality are adhered to.
Data Collection and Analysis
Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.
Insights and Reporting
When required generate daily, weekly and monthly reports for partners as requested.
Personal Capability Building
Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Stakeholder Engagement (Internal)
Provide recommendations to any key stakeholders in order to address any possible risk to the company.
Financial Policies, Guidelines, and Protocols
Responsible for adhering to financial process with each query in order to mitigate risk for both the business as well as it's partners.
Adhere to FSCA guidelines and keep abreast with guidelines to successfully perform tasks.
Education
Matric /Grade 12/ SAQA Accredited Equivalent/ FAIS and Regulatory Exam 5 qualification (Essential) (Required)Experience
Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don't wait, apply now.
Other facts
About Telesure Investment Holdings (TIH)
Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africa’s leading and innovative financial institutions.
These financial institutions are licensed to provide financial products and/or services ranging from short-term, long-term and health insurance as well as a comparison and investment platforms.
Our origins go back to 1 June 1985, when Auto & General Insurance was launched into the South African market. We have since grown into a group of subsidiaries of which Auto & General now forms a part.
Today, we own some of South Africa’s most loved and recognisable brands, each finding a better way to give their unique group of customers peace of mind.
We exist to continuously find better ways to give people peace of mind, whether it is to protect what they own, their loved ones or their greater ambitions and life plans they’re working so hard for.
We’re proven pioneers with a hunger for doing and being the best we can, bringing customer-focused innovation and service excellence to the financial services industry.
We’re an undivided team of diverse thinkers and doers who believe in leading through technology and pushing past their limits.
TIH is a licensed controlling company.
What you'll do
- The Broker Administrator will manage relationships with partners, handle incoming queries, and provide feedback while ensuring processes are followed. Responsibilities also include document preparation, data monitoring, and performance management.
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