Liberty Vacancies

Liberty Vacancies
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Liberty Vacancies

Liberty


  1. Coordinator: Regional Operations
  2. Manager: Tied Sales
  3. Senior Specialist: Information Security Officer
  4. Investment Consultant INN8
  5. Senior Investment Consultant/ BDM INN8
  6. Head: Internal Audit Long Term Insurance
  7. Head: Internal Audit Technology
  8. Call Centre Sales Agent
  9. Marketing Assistant
  10. Specialist: Pension Fund Corporate Sales
  11. Specialist: Actuarial – Cape Town
  12. Specialist: Claims Assesor
  13. Call Centre Sales Agent | Johannesburg
  14. Call Centre Sales Agent | Western Cape
  15. Specialist: Client Experience
  16. Administrator: Finance
  17. Specialist: Actuarial Analyst
  18. Specialist: Disability Assessment
  19. Specialist: Legal

Coordinator: Regional Operations

Date: 15 Feb 2024

Location: Pretoria GAU ZA, GT, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

To coordinate regional administrative support 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

Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration

Additional Minimum Qualifications

Outputs

Process

  • Plan for, administer and process coordination and related tasks and activities effectively and efficiently in alignment with performance objectives.
  • 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 customer queries effectively or alternatively, escalate unresolved queries for resolution in accordance with operational goals and standards.
  • Build and maintain an effective network and pipeline for further expansion of business within area of accountability.
  • 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 predetermined operational costing within budgets in the execution of projects and work related expenditure.
  • Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

Learning and Growth

  • Develop own professional knowledge and experience to assist in the development of solutions and offerings that aims to improve service and quality.
  • Contribute positively to own area-specific knowledge improvement.

Governance

  • Ensure that work is completed in adherence to organisationally approved safety requirements and standards.
  • 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

  • Administration (Intermediate)
  • Business Administration Skills (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)
  • Customer Orientation (Basic)

Manager: Tied Sales

Date: 15 Feb 2024

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

About the Role

To develop an operational sales development plan and ensure implementation. Ensure proactive operational implementation through service delivery, transaction management & business integration management.

Closing Date

20 February 2024

Minimum Experience

3 – 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level

FAIS Requirements

For the Representative

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Key Responsibilities

  • Identify business opportunities and develop customer relationships for the acquisition of new business to achieve identified targets.
  • Drive a culture of continuous improvement in the function/division.
  • Identify business opportunities and develop key corporate customer relationships for the acquisition of new business to achieve identified targets
  • Ensure continual benchmarking against industry trends and best practice.
  • Ensure that effective, efficient and integrated operational platforms and processes arein place to support all business areas.
  • Maintenance of the integrity of the core holding and transaction information.
  • Develop fit-for-purpose transaction capture capabilities that will exist across all aspects of the area accountable for.
  • Business development Link to GIP (liaise with Stanlib regarding GIP).
  • Analyze sales, marketing, finance and other reports to gain insights into how to improve performance and maximize growth.
  • Conduct sales planning and identify, plan for and pursue leads and campaigns.
  • Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
  • Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
  • Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.
  • Assist in developing ways to ensure that customers are educated on products and services leading to customer retention and increased sales revenue.

Technical Competencies

  • Continuous Process Improvement (Intermediate)
  • Legal Compliance (Sales) (Intermediate)
  • Risk Awareness (Intermediate)
  • Sales life cycle management (Proficient)
  • New sales development (Proficient)

Behavioural Competencies

  • People Management and Empowerment (Intermediate)
  • Teamwork and Cooperation (Intermediate)
  • Judgment and decision making (Intermediate)
  • Relationship Management and Networking (Intermediate)

Senior Specialist: Information Security Officer

Date: 15 Feb 2024

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

To implement a comprehensive Information Technology security program with the Information Technology lines of business to protect their applications and supporting infrastructure from both internal and external threats, manage threats and incidents when these materialise, ensure compliance with regulatory requirements regarding Information Technology security, ensure the appropriate use of assets and educate employees about their Information Technology security responsibilities.

Key Responsibilities

  • Develop and maintain relationships with key stakeholders to further embed the partnership that exists between IT Security, IT and the business.
  • Research and maintain knowledge of the IT threat landscape, security trends, regulatory requirements, new technologies and best practices in order to provide sensible and pragmatic security advice to stakeholders.
  • Develop a security assessment schedule across the respective lines of business / business units. Conduct reviews of applications, systems, underlying infrastructure and related processes as per the schedule.
  • Establish, maintain and improve logical access management practices for all users (Generic, User, Service and Privileged) by the application of appropriate manual and/or automated processes – in order to provide assurance that the right people have the right level of access to Liberty’s information.
  • Implement and validate all aspects of the access management lifecycle, as prescribed by the appropriate policies and standards.

Additional Key Responsibilities

  • Develop an awareness and training plan for the line of business that is fit for purpose, aligned with strategy and considers a range of risk data points e.g. audit findings, risk and control self-assessments, IT Security risk assessments, emerging threats and risks, and incidents.
  • Create awareness to the IT Executives and broader IT community on the back of new threat and risk intelligence. Proactively create awareness on recurring risk themes.
  • Participate in the development of new and the annual review of existing IT Security Policies, Standards and Guidelines by providing input to enhance the quality and completeness of these documents.
  • Communicate the requirements for compliance to the IT Security Policies, Standards and Guidelines to the relevant parties within IT.

Minimum Experience

  • 3 – 8 years’ experience in a similar environment, of which 5 – 6 years at Technical Level.

Minimum Qualifications

  • Degree in Management practices.
  • Compulsory – CISSP (Certified Information Systems Security Professional).
  • Mandatory –  ISACA CISM (Certified Information Security Manager).

Investment Consultant INN8

Date: 14 Feb 2024

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Closing Date

28 February 2024

About the Role

Cultivates a panel of Independent wealth managers (IWMs) through marketing, exceptional service delivery and product knowledge. Generate new platform business for INN8 and grow INN8s market share.

Minimum Experience

1 – 2 years experience in a similar environment

Suitability for Persons with Disability

Yes

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Key Responsibilities

  • 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.
  • Continual assessment of the industry trends and wealth manager needs with the aim to identify new trends and developments.
  • Collect and record data on HNW IFA’s within your panel to ensure the business can make data driven, client centric decisions.
  • Development and successful execution of regional business plan and distribution strategy.
  • Commits to achieving high quality results and provides a prompt, suitable and personalised service to customers that meets customer needs. Take personal accountability for delivery.
  • Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
  • To attract quality and profitable new business from HNW IFAs to the INN8 platform. 
  • Collect and record data on IFAs within your panel to ensure the business can make data driven, client centric decisions.
  • Development of internal and external relationships to help drive sales through the INN8 platform.

Technical Competencies

  • Building a business case (Intermediate)
  • Research and Information Gathering (Basic)
  • Business Interaction (Intermediate)
  • Business Acumen (Intermediate)
  • Risk management (Intermediate)

Behavioural Competencies

  • External Awareness (Intermediate)
  • Persuading and Influencing (Basic)
  • Driving for Excellence (Intermediate)
  • Professional/Technical learning (Basic)
  • Analytical Thinking (Intermediate)
  • Entrepreneurial and commercial thinking (Intermediate)
  • Leading Change (Basic)
  • Interpersonal Effectiveness (Basic)
  • Problem Solving and Analysis (Basic)
  • Teamwork and Cooperation (Basic)
  • Resilience (Intermediate)
  • Communicating with Impact (Basic)

Senior Investment Consultant/ BDM INN8

Date: 14 Feb 2024

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

Leads initiatives to engage with business partners to build new platform business for INN8 and grow INN8s market share within the independent wealth manager market by delivering exceptional customer experiences. for independent wealth managers.

Minimum Experience

3 – 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level

FAIS Requirements

  • For the Representative.

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Qualifications and Experience

  • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
  • CFP or CFA required.
  • 3 – 5 years’ experience in a similar environment.

Outputs

  • Accountable for the improvement of quality, service, and work outputs, continuously recommending improvements.
  • Plan for the organisation of work outputs and process improvement activities in light of a specific Situational context related to the area of specialisation.
  • Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.
  • Continual assessment of the industry trends and wealth manager needs with the aim to identify new trends and developments.
  • Collect and record data on HNW IFA’s within your panel to ensure the business can make data driven, client centric decisions.
  • Development and successful execution of regional business plan and distribution strategy.
  • Commits to achieving high quality results and provides a prompt, suitable and personalised service to customers that meets customer needs. Take personal accountability for delivery.

Technical Competencies

  • Research and Information Gathering (Intermediate)
  • Building a business case (Intermediate)
  • Risk management (Intermediate)
  • Business Acumen (Proficient)
  • Business Interaction (Intermediate)

Behavioural Competencies

  • Analytical Thinking (Intermediate)
  • External Awareness (Intermediate)
  • Relationship Management and Networking (Intermediate)
  • Teamwork and Cooperation (Proficient)
  • Problem Solving and Analysis (Intermediate)
  • Communicating with Impact (Proficient)
  • Persuading and Influencing (Intermediate)
  • Driving for Excellence (Proficient)
  • Leading Change (Intermediate)
  • Entrepreneurial and commercial thinking (Proficient)
  • Professional/Technical learning (Intermediate)
  • Resilience (Intermediate)

Head: Internal Audit Long Term Insurance

Date: 13 Feb 2024

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

To lead and review the audit process for multiple portfolio’s and area of specialty in line with the Group Internal Audit strategy to provide independent and objective assurance and advice within a segment or area of expertise to ensure sustainable client centric management of risk across SBG

Minimum Qualifications and Experience

  • Post Graduate Degree in Audit Required.
  • Financial Services and Insurance Industry experience required.
  • Solid Understanding of the Financial Services and Insurance regulatory Framework.
  • 12 years proven experience in project/programme management, and leading multiple projects across the organization.
  • Experience in building partnerships and engaging with multiple stakeholders at senior levels across the ecosystem.
  • Experience in understanding IT controls and analysing complex sets of data to interpret, visualize and identify trends. Experience in leading large teams; Change management experience.

Key Responsibilities

Strategy

  • Contribute to the development and implementation of GIA’s strategy and operating model by applying insights from the SBG strategy and operating model, business unit strategy and operating model, products, services, client-base and competitive environment, industry and wider developments, regulatory environment, business developments and changes, operations, risk management practices and global assurance practices.
  • Contribute to the development of clear and measurable GIA objectives. Implement the objectives across the team and individual team members and track individual and team performance.
  • Assess, determine, develop and implement the capabilities required for the audit portfolio to achieve its objectives.
  • Build and maintain effective relationships with senior management across business, functional and risk management areas to enable GIA’s strategy and achievement of objectives.
  • Assess and influence risk culture across SBG, through stakeholder engagement, contribution to governance forums, including the audit committee, and holding relevant stakeholders to account to drive the right risk culture.

Client

  • Assess, identify and report on practices in the audit portfolio which negatively impact client experience and raise recommendations to improve client experience.                         

Additional Key Responsibilities

License to Operate

  • Understand and manage adherence to legislative and regulatory requirements on internal audit for the audit portfolio, incorporating all relevant jurisdictional requirements.
  • Understand and manage adherence across the audit team to applicable internal policies, processes and procedures.
  • Contribute to the development of and manage adherence to GIA methodology, policies and processes. Monitor developments in regulatory requirements, professional practices and industry standards to ensure requirements, practices and standards are addressed. Ensure the methodology, practices and processes address  GIA’s mandate and enable highly effective outcomes and efficient practices.

Risk, Regulatory, Prudential & Compliance

  • Lead and manage the development and maintenance of a risk-based, resourced, and relevant assurance plan for the audit portfolio.  Communicate to relevant audit portfolio stakeholders and governance committees, obtain approval from relevant legal entity committees, and feed into the GIA assurance plan for Audit Committee approval.
  • Enable the completion of audit project reporting. Contribute with strategic and portfolio wide insights and drive accurate, risk-based, audit outcomes which lead to effective, efficient, sustainable and client centric management of risk.
  • Enable and drive audit project closure within agreed timelines. Review and approve audit closure in accordance with GIA methodology.
  • Report into portfolio governance committees providing collective audit outcomes and opinions, audit metrics, risk assessments, risk themes, risk insights and risk foresights on the portfolio. Engage across GIA to draw insights from other areas impacting the portfolio.

Additional Key Responsibilities Continued

Data

  • Contribute to the development of GIA’s data strategy. Implement the strategy across the portfolio.
  • Drive training and awareness on the use of data and implement use cases across the portfolio to enable automated assurance
  • Drive and manage compliance with GIA data management standards across the portfolio, incorporating data security and data integrity controls
  • Drive and manage the effective use of GIA  data  for reporting to progressively develop GIA’s impact on the risk and control environment.

Technical Competencies

  • Business Acumen (Audit)
  • IA Data Analysis
  • IA Technology Application
  • Internal Auditing
  • Maintain IA Professional Practices
  • Management of Audit Function
  • Promote Good Governance, Risk & Control

Head: Internal Audit Technology

Date: 13 Feb 2024

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

To lead and review the audit process for multiple portfolio’s and area of specialty in line with the Group Internal Audit strategy to provide independent and objective assurance and advice within a segment or area of expertise to ensure sustainable client centric management of risk across SBG.

Minimum Qualifications and Experience

Minimum Qualifications, certifications, or professional memberships

  • Post Graduate Degree (NQF 8/9).
  • Certified Information Systems Auditor (CISA).
  • ISACA Membership.

Other Preferred Qualifications, certifications, or professional memberships

  • Other relevant ISACA certifications (CISM, CGEIT, CRISC, CCAK).
  • Management/Leadership programmes through accredited institutes.
  • 12 years proven experience in project/programme management, and leading multiple projects across the organization.
  • Experience in building partnerships and engaging with multiple stakeholders at senior levels across the ecosystem.
  • Experience in understanding IT controls and analysing complex sets of data to interpret, visualize and identify trends.
  • Experience in building and leading large teams; Change management experience.

Key Responsibilities

Strategy

  • Contribute to the development and implementation of GIA’s strategy and operating model by applying insights from the SBG strategy and operating model, business unit strategy and operating model, products, services, client-base and competitive environment, industry and wider developments, regulatory environment, business developments and changes, operations, risk management practices and global assurance practices.
  • Contribute to the development of clear and measurable GIA objectives. Implement the objectives across the team and individual team members and track individual and team performance.
  • Assess, determine, develop and implement the capabilities required for the audit portfolio to achieve its objectives.
  • Build and maintain effective relationships with senior management across business, functional and risk management areas to enable GIA’s strategy and achievement of objectives.
  • Assess and influence risk culture across SBG, through stakeholder engagement, contribution to governance forums, including the audit committee, and holding relevant stakeholders to account to drive the right risk culture.

Client

  • Assess, identify and report on practices in the audit portfolio which negatively impact client experience and raise recommendations to improve client experience.                                        

Additional Key Responsipilities

License to Operate

  • Understand and manage adherence to legislative and regulatory requirements on internal audit for the audit portfolio, incorporating all relevant jurisdictional requirements.
  • Understand and manage adherence across the audit team to applicable internal policies, processes and procedures.
  • Contribute to the development of and manage adherence to GIA methodology, policies and processes. Monitor developments in regulatory requirements, professional practices and industry standards to ensure requirements, practices and standards are addressed. Ensure the methodology, practices and processes address  GIA’s mandate and enable highly effective outcomes and efficient practices.

Risk, Regulatory, Prudential & Compliance

  • Lead and manage the development and maintenance of a risk-based, resourced, and relevant assurance plan for the audit portfolio.  Communicate to relevant audit portfolio stakeholders and governance committees, obtain approval from relevant legal entity committees, and feed into the GIA assurance plan for Audit Committee approval.
  • Enable the completion of audit project reporting. Contribute with strategic and portfolio wide insights and drive accurate, risk-based, audit outcomes which lead to effective, efficient, sustainable and client centric management of risk.
  • Enable and drive audit project closure within agreed timelines. Review and approve audit closure in accordance with GIA methodology.
  • Report into portfolio governance committees providing collective audit outcomes and opinions, audit metrics, risk assessments, risk themes, risk insights and risk foresights on the portfolio. Engage across GIA to draw insights from other areas impacting the portfolio.

Technology & Architecture

  • Contribute to GIA’s technology strategy and implementation. Apply insights on practical audit needs, and from leading technology developments in wider fields, in financial services, within SBG and in risk and assurance practices.

Additional Key Responsibilities Continued

Data

  • Contribute to the development of GIA’s data strategy. Implement the strategy across the portfolio.Drive training and awareness on the use of data and implement use cases across the portfolio to enable automated assurance.Drive and manage compliance with GIA data management standards across the portfolio, incorporating data security and data integrity controls.Drive and manage the effective use of GIA  data  for reporting to progressively develop GIA’s impact on the risk and control environment.

Technical Competencies

  • Business Acumen (Audit)
  • IA Data Analysis
  • IA Technology Application
  • Internal Auditing
  • Maintain IA Professional Practices
  • Management of Audit Function
  • Promote Good Governance, Risk & Control

Call Centre Sales Agent

Date: 12 Feb 2024

Location: WC, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

To contact prospective customers to sell products and achieve set targets in compliance with set quality standards 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

Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration

Process

  • Adhere to prescribed timekeeping standards at all times and attempt to improve own standards continuously.
  • Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
  • 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

  • Liaise and interact with customers via approved communication channels in a positive and helpful manner.
  • Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
  • Conduct outbound call centre calls in a professional manner, ensuring an excellent and accurate client service enhancing org reputation.
  • Conducts financial needs analysis and generates sales of Liberty products by matching client needs to relevant Liberty product.
  • Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

Finance

  • Achieves monthly sales targets and production requirements by ensuring that customer leads and prospective customers translate into professional needs based sales revenue.
  • 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.

Technical Competencies

  • Legal Compliance (Sales) (Basic)
  • Customer Understanding (Basic)
  • Handling Difficult Calls (Intermediate)
  • Telephone and face to face sales (Intermediate)
  • Sales life cycle management (Basic)
  • Developing sales (Basic)

Behavioural Competencies

  • Persuading and Influencing (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)

Marketing Assistant

Date: 11 Feb 2024

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

To deliver marketing 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 TBA: Pre-2009 was L6] in Marketing

Additional Minimum Qualifications

Outputs

Process

  • Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
  • Execute marketing activities in alignment with identified objectives.
  • Coordinate the execution of marketing services and product promotions tasks and initiatives in alignment with identified objectives.
  • Coordinate the execution of communication services and marketing material development tasks and initiatives in alignment with identified objectives.
  • 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

  • Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

Learning and Growth

  • Contribute positively to own area-specific knowledge improvement.

Governance

  • Effectively apply and disseminate marketing material to ensure accuracy, brand and related compliance as well as content relevance.
  • 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

  • Query resolution (Basic)
  • Reporting and Interpretation (Basic)
  • Administration (Basic)
  • Marketing management (Basic)

Behavioural Competencies

  • Stakeholder Engagement and Management (Basic)
  • Organisation and Attention to Detail (Intermediate)
  • Interpersonal Effectiveness (Basic)
  • Problem Solving and Analysis (Basic)
  • Teamwork and Cooperation (Basic)
  • Communicating with Impact (Basic)
  • Relationship Management and Networking (Intermediate)
  • Customer Orientation (Basic)

Specialist: Pension Fund Corporate Sales

Date: 11 Feb 2024

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

To provide specialist advice and support relating to corporate sales & distribution, 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

3 – 5 years experience in a similar environment

Critical Job

RE 5 (FAIS REP)

5 -7 years EB approved sales track record.

Own Car (Must)

Driver’s License (Must)

Preferably not under supervision 

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Outputs

Process

  • Adhere to identified best practices in providing advice and support from a specialist perspective.
  • Conduct research to identify ideal target markets for product launches and sales, ensuring that new products are relevant and viable.
  • Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
  • Become intimately familiar with the org. brand message and target audience in order to facilitate messages appropriately and successfully.
  • Make recommendations to existing products based on market needs, product performance and competitor analysis to increase sales volume and profitability.
  • Assist in conducting research to obtain market intelligence to inform the development of new products and associated client services.
  • 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

  • Inform and educate customers on products to ensure retention of existing customers; increase sales revenue and increase the org. customer base.
  • 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

  • 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

  • Continuous Process Improvement (Intermediate)
  • Legal Compliance (Sales) (Intermediate)
  • Sales life cycle management (Intermediate)
  • Research and Information Gathering (Basic)
  • Reporting and Interpretation (Basic)
  • Functional Policies and Procedures (Intermediate)
  • Sales management (Intermediate)
  • Customer Advice (Technical) (Basic)

Behavioural Competencies

  • Persuading and Influencing (Basic)
  • Professional/Technical learning (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)

Specialist: Actuarial – Cape Town

Date: 11 Feb 2024

Location: Cape Town WC ZA, WC, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

To provide specialist actuarial support that enables sound commercial advice through the application of probability & investment theory and related statistical tools and the execution of predefined objectives as per agreed SOP’s.

Minimum Experience

1 – 2 years experience in a similar environment

Minimum Qualifications

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

Additional Minimum Qualifications

Actuarial Qualification

Outputs

Process

  • 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.
  • Perform required actuarial and other analyses for management reporting, and make recommendations to support these analyses.
  • Collate data related to customer and market requirements and analyse to provide information to inform optimal product solution development.
  • Stay abreast with latest actuarial development tools and techniques in order to conduct analysis in an informed manner.
  • 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.
  • Determines probabilities and assesses risk (in moderately complex cases) through the application of mathematical modelling techniques and statistical concepts.
  • Translates and communicates straightforward specialist area information to users in a practical and usable format to enhance business utility.
  • Makes preliminary recommendations (under guidance) to existing products based on market needs , product performance and competitor analysis to increase sales volume and productivity.

Customer

  • Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
  • Provides specialist advice and support in area of accountability and checks with senior actuarial resources to ensure that identified solutions and recommendations are appropriate and effective.

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

  • Research and Information Gathering (Basic)
  • Quantitative Skills (Intermediate)
  • Modelling (Basic)
  • Statistical and Mathematical Analysis (Intermediate)

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)
  • Relationship Management and Networking (Basic)
  • Customer Orientation (Basic)

Specialist: Claims Assesor

Date: 9 Feb 2024

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

To provide specialist advise and support in the generation and provision of reliable claims assessment activities, to support key deliverables and informed decision making, through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

3 – 5 years experience in a similar environment

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Additional Minimum Qualifications

Outputs

Process

  • Adhere to identified best practices in providing advice and support from a specialist perspective.
  • Independently, fairly and effectively assess and manage risk claims within relevant authority limits.
  • Process special claims as and when they occur and provide support to resolve relevant concerns related to claims.
  • 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

  • Provide support to ensure the effective resolution of customer queries in order to promote customer satisfaction and retention.
  • Ensure that workflow items, escalations and queries are resolved within SLA.
  • Provide advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
  • 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

  • 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

  • Claims notification and investigation (Intermediate)
  • Research and Information Gathering (Basic)
  • Reporting and Interpretation (Basic)
  • Claims knowledge (Intermediate)
  • Customer Advice (Technical) (Basic)
  • Insurance products and services (Intermediate)
  • Customer Relationship Management (Basic)

Behavioural Competencies

  • Professional/Technical learning (Basic)
  • Analytical Thinking (Proficient)
  • 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)
  • Customer Orientation (Basic)

Call Centre Sales Agent | Johannesburg

Date: 8 Feb 2024

Location: GT, ZA

Company: Liberty Group Limited

Purpose

To contact prospective customers to sell products and achieve set targets in compliance with set quality standards 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

Further Education and Training Certificate (FETC) [Level TBA: Pre-2009 was L4] in Office Administration or Finance Economics and Accounting

Process

  • Accountable for own work delivery in line with quality standards, defined work routines and procedures.

Customer

  • Conduct outbound call centre calls in a professional manner, ensuring an excellent and accurate client service enhancing org reputation.
  • Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
  • Execute sales transactions as an end-to-end process calling on new clients, building relationships with them, and selling the Institutional Product range across the board and ultimately retaining these clients.
  • Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
  • Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution.

Finance

  • Achieves monthly sales targets and production requirements by ensuring that customer leads and prospective customers translate into professional needs based sales revenue.
  • Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

Learning and Growth

  • Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.

Governance

  • Comply to governance, compliance, integrity and ethics processes and procedures in area of specialisation and continuously identify and escalate risks.

Technical Competencies

  • Sales life cycle management (Basic)
  • Legal Compliance (Sales) (Basic)
  • Insurance products and services (Basic)

Call Centre Sales Agent | Western Cape

Date: 8 Feb 2024

Location: Cape Town WC ZA, WC, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

To contact prospective customers to sell products and achieve set targets in compliance with set quality standards 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

Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration

Additional Minimum Qualifications

Outputs

Process

  • Adhere to prescribed timekeeping standards at all times and attempt to improve own standards continuously.
  • Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
  • 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

  • Liaise and interact with customers via approved communication channels in a positive and helpful manner.
  • Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
  • Conduct outbound call centre calls in a professional manner, ensuring an excellent and accurate client service enhancing org reputation.
  • Conducts financial needs analysis and generates sales of Liberty products by matching client needs to relevant Liberty product.
  • Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

Finance

  • Achieves monthly sales targets and production requirements by ensuring that customer leads and prospective customers translate into professional needs based sales revenue.
  • 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

  • Legal Compliance (Sales) (Basic)
  • Customer Understanding (Basic)
  • Handling Difficult Calls (Intermediate)
  • Telephone and face to face sales (Intermediate)
  • Sales life cycle management (Basic)
  • Developing sales (Basic)

Behavioural Competencies

  • Persuading and Influencing (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)

Specialist: Client Experience

Date: 8 Feb 2024

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great

Purpose

The Client Experience team is responsible for providing exceptional client experience to our Institutional clients, namely Retirement funds, Corporates, Consultants, DFM’s and LISPs.

In delivering exceptional client experience, one needs to provide a service that is personable, efficient and professional.  To think, pre-empt and deliver on client needs while providing client support to the client facing teams. ​​​​​​​

It entails direct communication and engagement with our clients as well as running with projects identified to improve the overall client service experience.

Key Responsibilities

        Service:

  • Engage professionally with clients on email, telephone or in person
  • Develop thorough knowledge and strong relationships with clients
  • Ensure all relevant client documents and data are maintained on Salesforce
  • Where necessary attend client related functions or meetings
  • Proactively identify new client needs and emerging trends
  • Critically assess internal processes / deliverables and identify ways to improve overall service experience
  • Resolve queries relating to client’s investments,
  • Responsible for escalating client concerns, errors and issues
  • Maintain an error log for legal and reporting purposes

Operational:

  • Responsible for client onboarding and termination processes, including documentation and facilitation of asset transfer, as well as liaison with other internal divisions.  
  • Monitor client investment and disinvestment instructions, ensuring all relevant people are informed, when necessary
  • Monitor client fee processes, including accuracy of data, invoices and reconciliations,
  • Manage client reporting processes, including ensuring clients are receiving the correct reports at the agreed timelines, maintaining distribution lists and ensuring reports remain relevant,
  • Liaise with all internal business units to ensure client needs are met professionally and timeously.
  • Adhere to all business process to ensure no risk is introduced into the environment
  • Comply with system (Salesforce, Qliksense, other internal systems) functions and assist in identifying and ensuring operational efficiencies
  • Identify and execute agreed projects.

Additional Responsibilities

 Client support: 

  • Prepare and submit required information ahead of client meetings
  • Assist with any client meeting outcomes
  • Ensure Salesforce is appropriately updated
  • Share any client insights that’s relevant and appropriate
  • Monitor and communicate any potential new business opportunities
  • Ensure client issues and concerns are communicated

        Investment support:

  • Maintain an understanding of identified product range
  • Communicate and investigate any concerns or material changes in product performance

Experience

  • 5-8 years’ experience in Client Service/Operational – preferably to institutional clients,
  • Exposure and understanding of Asset Management industry,

Minimum Qualifications

  • Investment Degree or equivalent

Administrator: Finance

Date: 8 Feb 2024

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great

Purpose

To deliver finance administrative support 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

Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration

Additional Minimum Qualifications

Outputs

Process

  • Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.
  • Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
  • Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
  • Support financial transactions by providing administrative support services in line with set standards.
  • 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

  • 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

  • Financial Control (Basic)
  • Financial Management (Basic)
  • Financial Acumen (Basic)
  • Financial Administration (Basic)
  • Product Related System Application (Basic)
  • Query resolution (Basic)
  • Calculations (Basic)
  • Business Administration Skills (Basic)

Behavioural Competencies

  • Organisation and Attention to Detail (Basic)
  • Interpersonal Effectiveness (Basic)
  • Teamwork and Cooperation (Basic)
  • Problem Solving and Analysis (Basic)
  • Communicating with Impact (Basic)

Specialist: Actuarial Analyst

Date: 8 Feb 2024

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

To provide specialist actuarial support that enables sound commercial advice through the application of probability & investment theory and related statistical tools and the execution of predefined objectives as per agreed SOP’s.

Minimum Experience

0 – 1 year experience in a similar environment

Minimum Qualifications

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

Additional Minimum Qualifications

Actuarial Science Graduate

Process

  • Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
  • Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
  • Perform required actuarial and other analyses for management reporting, and make recommendations to support these analyses.
  • Stay abreast with latest actuarial development tools and techniques in order to conduct analysis in an informed manner.
  • 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.
  • Completes actuarial tasks that are relatively granular with detailed output requirements defined
  • Performs data checking and validation work
  • Applies analytical tools and techniques, including model building, to solve actuarial problems
  • Adheres to spreadsheet standards and maintains audit trails.
  • Builds a basic understanding of general actuarial insurance knowledge, e.g. statutory reserving and capital requirements, IFRS reporting, product pricing etc.
  • Builds a basic understanding of company specific knowledge, e.g. product knowledge, company structure, business rules, policies, processes etc.

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.
  • Continuously assess own performance, seek timely and clear feedback and request training where appropriate.

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.
  • Adheres to Actuarial Guidance Notes and any other applicable regulations.

Technical Competencies

  • Research and Information Gathering (Basic)
  • Quantitative Skills (Intermediate)
  • Modelling (Basic)
  • Statistical and Mathematical Analysis (Intermediate)

Behavioural Competencies

  • Professional/Technical learning (Basic)
  • Organisation and Attention to Detail (Basic)
  • Interpersonal Effectiveness (Basic)
  • Problem Solving and Analysis (Basic)
  • Teamwork and Cooperation (Basic)
  • Relationship Management and Networking (Intermediate)
  • Customer Orientation (Basic)

Specialist: Disability Assessment

Date: 5 Feb 2024

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

To provide specialist advise and support ensuring that claims are paid out as accurately and timeously as possible, 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 Office Administration

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.
  • Independently, fairly and effectively assess and manage risk claims within relevant authority limits.
  • Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
  • Process special claims as and when they occur and provide support to resolve relevant concerns related to claims.
  • 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

  • Provide support to ensure workflow items, escalations and queries are resolved within SLA in order to promote customer satisfaction and retention.
  • 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

  • Query resolution (Intermediate)
  • Insurance principles and practice (Basic)
  • Functional Policies and Procedures (Intermediate)
  • Claims knowledge (Intermediate)
  • Claims management (Intermediate)

Behavioural Competencies

  • Analytical Thinking (Basic)
  • Teamwork and Cooperation (Basic)
  • Resilience (Basic)

Specialist: Legal

Date: 2 Feb 2024

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

To provide specialist legal advice and support in areas of specialisation, enabling the provision of sound legal consultation services, with a primary focus on procurement contracts.Reporting to the Lead SpecialistContracts and Corporate Transactions, as a team member of the IAM  Legal team.

Qualification and Experience

  • An admitted attorney or advocate
  • LLB / Bachelors of Law degree
  • 3-5 years’ experience in financial services
  • Working knowledge and understanding of the insurance and financial service sector
  • An understanding of relevant insurance and financial services legislation

Key Responsibilities

  • Drafting, vetting and reviewing various Group contracts with a special focus on procurement contracts.
  • Providing subject matter expertise in respect of procurement contracts for the Group to ensure legal soundness and effective execution of agreements.
  • Review/draft contractual obligations in a way that delivers the objectives required in the contract.
  • Provide expert advice to business on various legal and technical matters in line with legal framework and best practice.
  • Provide clear and effective writing, in order to support professional communication internally within Liberty and externally
  • Be proactive in contractual negotiations in order to mitigate risk and achieve cost effective solutions to situations
  • Negotiate in a timely manner to provide cost effective solutions for the company and its customers within a range of more complex and/or unfamiliar situations
  • Ensure that legal documents are executed in accordance with relevant industry legislation and requirements
  • Guide others towards effective and efficient contract management practice. Report noncompliance and assists in implementing corrective measures
  • Keep abreast of changes and new legislation and developments within the insurance industry

Additional Key Responsibilites

  • Provide authoritative, specialist expertise and advice to internal/external stakeholders that builds strong relationships and creates a favorable impression aligned to Treating the Customer Fairly (TCF) principles
  • Manage interdependent functional activities, and direct best-practice priorities, standards and procedures to ensure efficiency
  • Provide advice to business on various legal and technical matters in line with legal framework and best practice
  • Attending to general legal queries and providing general legal advice
  • Researching complex legal matters and give input into business projects
  • Identify and communicate current and anticipated legal issues or risks
  • Work collaboratively across Liberty to provide excellent and effective legal advice
  • Contribute to a TCF service excellence culture, which builds positive relationships and provides opportunity for feedback and exceptional service

Interpersonal Skills

  • Cultivates and manages objective working relationships with a variety of stakeholders, including external attorneys and counsel, industry bodies and regulators and act as ambassador of the organisational brand
  • Developing and maintaining ongoing working relationships, networks and partnerships, requiring personal interaction and mutual support to help achieve business goals
  • Effectively meet client needs, understanding and exceeding client expectations and requirements using the relevant technical skills, business acumen and optimal resources
  • Applying effective verbal, non-verbal and written communication methods to achieve desired results
  • Presents ideas effectively to individuals and groups
  • Understands team dynamics and uses flexible interpersonal style to contribute to the effective functioning of teams and facilitate the completion of team goals

Skills

  • Commercial thinking and business acumen with an awareness of commercial objectives of the organisation
  • A good working knowledge of the legislation and regulations impacting the financial services sector
  • Ability to proactively identify issues that may affect the business
  • Ability to negotiate
  • Demonstrates an understanding of and is able to apply the skills and tactical awareness necessary to achieve effectual negotiations.
  • Uses a range of strategies to achieve desirable outcomes.
  • Makes sound decisions based on the available information, own experience and consideration of all possible outcomes within a range of more complex and/or unfamiliar situations.
  • Ability to effectively manage working relationships with team members as well as internal and external clients.
  • Meet tactical and operational needs by identifying, diagnosing and/or addressing problems of a complex nature in own discipline.
  • Understand that different writing styles are required for different documents or audiences. Reviews others’ documents for clarity and impact. Has a solid mastery of writing principles such as grammar, sentence construction, etc.
  • Deliver exceptional legal service that exceeds customers’ expectations through proactive, innovative and appropriate legal solutions.

Click here to apply

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