Spec II Org Effectiveness
Location: Johannesburg, Gauteng, South Africa
Company: Liberty Group Limited
Employment Type: Full-time
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
Are you passionate about shaping future-ready organisations through data-driven design and agile, people-centred solutions? We’re on the lookout for a dynamic Organisation Effectiveness Specialist to join our Organisational Effectiveness CoE within the People and Culture team.
Purpose
In this role, you’ll be instrumental in operationalising OE practices that support strategy shifts, optimise operating models, and enable impactful ways of working. You’ll be at the forefront of designing and deploying end-to-end solutions that align to business priorities while ensuring fairness, cost-effectiveness, and relevance in the evolving world of work.
What You’ll Do
- Partner with business units, corporate functions, and regional teams to understand organisational shifts and translate them into OE strategies.
- Drive the adoption of OE practices, services, and technologies across the organisation.
- Lead and support initiatives across job architecture, design, job evaluation and operating model improvements.
- Deliver data-driven insights and ensure alignment with business needs and CoE strategies.
- Provide expert advisory on change and transformation initiatives in collaboration with Business Partners.
- Ensure consistency in job grading and levelling to promote equity and parity.
- Facilitate stakeholder engagement and manage internal/external relationships, service providers and governance processes.
- Review the integrity of people data and systems to inform effective decision-making.
What You’ll Bring
- A relevant Bachelor’s Degree (e.g. Organisational Psychology, HR, Business).
- 5+ years’ experience in Organisation Effectiveness, Organisation Design, or similar CoE roles.
- Strong understanding of job architecture and evaluation practices.
- Excellent analytical skills and ability to use data to influence and shape outcomes.
- Demonstrated experience in facilitating large-scale change initiatives.
- Strong stakeholder management and conflict resolution capabilities.
- Experience working across complex and diverse environments (ideally in corporate/group or multi-national setups).
Equal Opportunity Statement: Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation. The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Application Deadline: Open until filled
Branch Manager Witbank
Location: Witbank, Gauteng, South Africa
Company: Liberty Group Limited
Employment Type: Full-time
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients. Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions. We go far beyond what you’d expect from financial services to make sure our clients have seamless access to a comprehensive range of services through a pioneering digital ecosystem.
Purpose
To plan, manage and monitor the implementation of branch management activities and processes in order to deliver on approved operational plans in an effective and efficient manner.
Minimum Experience
3-5 years experience in a similar environment, of which 1-2 years at junior management level
FAIS Requirements
- MUST have RE5
- 120 credit Wealth Management
- RE1 advantageous
Minimum Qualifications
Bachelor’s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
Key Responsibilities
Process
- Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
- Plan for, manage and ensure the effective administration of area related support services in alignment with team and individual performance objectives.
- Manage business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
- Ensure customer understanding of organisational brand messages, products and services in order to facilitate messages appropriately and successfully.
- Manage branch operations.
- 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.
Customer
- Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.
Finance
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.
Learning and Growth
- Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
- Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.
Governance
- Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
- Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.
Technical Competencies
- Legal Compliance (Sales) (Intermediate)
- Risk Awareness (Intermediate)
- Sales life cycle management (Proficient)
- Conflict Resolution (Intermediate)
- Efficiency improvement (Intermediate)
- Functional Policies and Procedures (Intermediate)
- Operations Management (Proficient)
- Product and/or Service Knowledge (Intermediate)
- Sales management (Proficient)
- Budgeting and Expenditure Control (Intermediate)
Behavioural Competencies
- Persuading and Influencing (Intermediate)
- People Management and Empowerment (Intermediate)
- Interpersonal Effectiveness (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Strategic Insight and Capability (Intermediate)
- Teamwork and Cooperation (Intermediate)
- Judgment and decision making (Intermediate)
- Communicating with Impact (Intermediate)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Intermediate)
Equal Opportunity Statement: Insurance and Asset Management (IAM) is an equal opportunity employer and is committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Application Deadline: Open until filled
Senior Specialist: Stash Operations
Location: Johannesburg, Gauteng, South Africa
Company: Liberty Group Limited
Employment Type: Full-time
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients. Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions. We go far beyond what you’d expect from financial services to make sure our clients have seamless access to a comprehensive range of services through a pioneering digital ecosystem.
Purpose
To prepare specialist operations information for all stakeholders of the business for informed decision making and to support the business.
Minimum Experience
5-8 years experience in a similar environment, of which 2-3 years at management level
Minimum Qualifications
Bachelor’s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
Key Responsibilities
Process
- 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.
- Determine operational feasibility by evaluating analysis, problem definition, requirements, solution development and proposed solutions.
- Review the effectiveness of operational organisational performance processes and procedures and make improvement recommendations.
- Verify, evaluate and report on operational and managerial processes, systems and outcomes to ensure financial and operational integrity and compliance.
- Prepare and analyse data to identify possible areas for improved operations and optimised work schedules and make practically implementable recommendations.
- Analyse and translate issues into practical initiatives to resolve the issue and provides reasoned and comprehensive motivations for proposed initiatives.
- Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
- Collate and gather information to identify business issues and opportunities to improve current operations.
- Identify opportunities to improve on current products, processes and procedures and provide recommendations for implementation purposes.
- Perform required daily administration tasks to ensure compliance with regulations, meet customer needs and to manage operational risk.
- Work closely with departments within the Stash business (such as Stash service agents and software development) as well as with Liberty shared services, such finance, legal, compliance, and marketing to streamline processes and resolve issues.
- Identify and mitigate operational risks.
Customer
- Provide support to ensure customer service delivery goal achievement in line with predefined standards and in support of operational objectives.
- Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Provide operational support related to broker activities and initiatives to contribute to the overall growth and profitability of an area of work.
- Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.
Learning and Growth
- Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.
Governance
- Provide advice and support to the business with the aim of mitigating litigation risk across impacted organisational operations.
- Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.
Technical Competencies
- Research and Information Gathering (Intermediate)
- Operations Risk Management (Intermediate)
- Operations Management (Intermediate)
- Continuous Process Improvement (Intermediate)
- Compliance & operational risk knowledge (Intermediate)
Behavioural Competencies
- Relationship Management and Networking (Intermediate)
- Service Delivery Innovation (Intermediate)
- Professional/Technical learning (Intermediate)
Equal Opportunity Statement: Insurance and Asset Management (IAM) is an equal opportunity employer and is committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Application Deadline: Open until filled
Reconciliations Administrator
Location: Johannesburg, Gauteng, South Africa
Company: Liberty Group Limited
Employment Type: Full-time
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients. Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions. We go far beyond what you’d expect from financial services to make sure our clients have seamless access to a comprehensive range of services through a pioneering digital ecosystem.
Purpose
To deliver reconciliations 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
Bachelor’s Degrees and Advanced Diplomas [Level TBA: Pre-2009 was L6] in Office Administration
Key Responsibilities
Process
- Contribute to the provision of a comprehensive administration 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.
- Reconcile specific individual claim histories, resolving queries timeously and accurately.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Report on company assets and liabilities including balance sheet account reconciliations and review of intangible assets.
- 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
- 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 governance, compliance, integrity and ethics processes and procedures in area of specialisation and continuously identify and escalate risks.
- 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
- Financial Control (Basic)
- Financial Accounting (Basic)
- Financial Administration (Intermediate)
- Financial Acumen (Basic)
- Reconciling Financial Records (Intermediate)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
Equal Opportunity Statement: Insurance and Asset Management (IAM) is an equal opportunity employer and is committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Application Deadline: Open until filled
Personal Assistant (Cape Town)
Location: Cape Town, Western Cape, South Africa
Company: Liberty Group Limited
Employment Type: Full-time
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients. Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions. We go far beyond what you’d expect from financial services to make sure our clients have seamless access to a comprehensive range of services through a pioneering digital ecosystem.
Purpose
To deliver secretarial, general office and administrative support services to manager(s) and or team(s) 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]
- National Diplomas and Advanced Certificates [NQF Level 06] in Office Administration
Key Responsibilities
Process
- Organise and arrange the logistical arrangements of meetings in an effective and efficient manner according to predefined standards.
- Process bookings, reservations and related tasks timely and accurately in order to ensure effective travel arrangements.
- Treat information as private and confidential and do not disclose to any parties unless required to do so by an authorised party.
- Type, edit and generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Assist in the management of diaries and calendars effectively and efficiently in alignment with performance objectives.
- Perform secretarial duties effectively and efficiently in alignment with performance objectives.
- Maintains filing and records management system and other office flow procedures to ensure easy retrieval.
- 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
- 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.
Technical Competencies
- Events and Meeting Coordination (Basic)
- Internal office administration (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
Equal Opportunity Statement: Insurance and Asset Management (IAM) is an equal opportunity employer and is committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Application Deadline: Open until filled
Administrator: Risk
Location: Johannesburg, Gauteng, South Africa
Company: Liberty Group Limited
Employment Type: Full-time
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients. Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions. We go far beyond what you’d expect from financial services to make sure our clients have seamless access to a comprehensive range of services through a pioneering digital ecosystem.
Purpose
To perform risk administrative duties, 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
Key Responsibilities
Process
- Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
- Advise on, communicate and provide risk and compliance support to assist and support the meeting of statutory, supervisory and regulatory requirements.
- Implement OHS processes according to legislative requirements, including risk identification and processes related to buildings requirements.
- 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
- 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.
Technical Competencies
- Risk Awareness (Basic)
- Reporting and Interpretation (Basic)
- Occupational Health and Safety (Basic)
- Risk management (Basic)
Behavioural Competencies
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Governance, Ethics and Values (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
Equal Opportunity Statement: IAM is an equal opportunity employer and is committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Application Deadline: Open until filled
Specialist: Credit Quantification
Location: Johannesburg, Gauteng, South Africa
Company: Liberty Group Limited
Employment Type: Full-time
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
Contributing towards an organisation wide quantitative credit risk capability encompassing the following: data preparation, development and implementation of methodologies, systems, processes and SAM capital requirements.
Qualification and Experience
- Degree in Mathematical, statistical or other pure sciences e.g. BSc in financial Engineering or other relevant degree
- Working towards FRM or CFA certification would be advantageous
- 3-5 years experience in the financial sector, specifically banking/or insurance
- In-depth experience working in fluid environments with unstructured data and manual business processes to the job done
- Knowledge of financial markets and financial asset classes
- Knowledge of regulatory capital, specifically solvency II (SAM) or next best basel II or III is advantageous
- Working experience in credit risk, either directly in a risk management role or risk reporting function in an investment banking environment
- Implementation of risk systems and risk reporting frameworks
Key Responsibilities
- Developing and implementing reporting requirements for credit portfolio management, credit concentrations reporting and credit regulatory capital management.
- Direct involvement in the management and maintenance of data required for the production of the various credit risk reporting deliverables, including data identification and mapping specifications.
- Documentation of associated data and operational processes
- Ongoing support for the broader Credit Function.
- Developing an understanding of Credit Risk methodologies and ensuring a robust implementation of these in the liberty environment
- Assisting in the development and implementation of reporting processes, as required
- Analysing the results from Quantitative credit models and reports to provide insights for business decisions and management
- Involvement in adhoc projects
Knowledge
- Applying structured work methods to unstructured processes and data to achieve efficient and effective results
- Knowledge of Credit Risk practices for financial institutions
- Knowledge of regulatory (SAM or Basel) Capital reporting regimes is advantageous
- Financial Market Knowledge
- Knowledge of data manipulation and processing practice and tools
- C+/C++/Python/SQL knowledge is highly advantageous
Interpersonal Skills
- Detail orientated and ability to work with large sets of data
- Ability to interact with colleagues at all levels
- Ability to cope with deadlines and competing objectives
- Ability to cope under pressure
- Self motivated and driven
Equal Opportunity Statement: Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation. The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Application Deadline: Open until filled
Senior Manager: Infrastructure & Vendor Management
Location: Johannesburg, Gauteng, South Africa
Company: Liberty Group Limited
Employment Type: Full-time
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients. Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions. We go far beyond what you’d expect from financial services to make sure our clients have seamless access to a comprehensive range of services through a pioneering digital ecosystem.
Business Unit
The Investment Platform team is building a new and exciting financial services business which will provide a leading-edge investment platform and supporting services to independent financial advisers as well as tied advisers within Standard Bank and Liberty. You will play a key role in delivering this innovative and groundbreaking solution, transitioning our current LISP business, and supporting the vision of becoming the number one investment platform in South Africa.
Purpose
The purpose of the role is to work collaboratively within your team and across other teams in the business to deliver exceptional customer experiences. You will lead our infrastructure team and drive excellence across service delivery, operational support, and strategic technology initiatives. This role is pivotal in ensuring the reliability, security, and scalability of our IT infrastructure while managing vendor relationships and fostering a high-performing team culture.
Key Responsibilities
Service Management & Operations
- Oversee Service Support Management and ensure timely resolution of incidents and service requests.
- Manage the Service Lifecycle, ensuring services are designed, transitioned, operated, and improved effectively.
- Lead Asset and Configuration Management, maintaining accurate records of hardware, software, and configuration items.
- Implement and optimize Monitoring tools and processes to ensure proactive issue detection and resolution.
Supplier & Vendor Management
- Manage relationships with third-party vendors and service providers in a Managed Service Environment.
- Ensure SLAs and KPIs are met and drive continuous improvement across supplier performance.
Cybersecurity & Risk Management
- Collaborate with security teams to ensure robust Logical Access Management, Vulnerability Scanning, and Patch Management.
- Maintain compliance with cybersecurity standards and contribute to risk mitigation strategies.
Leadership & People Management
- Lead, mentor, and develop a team of infrastructure professionals.
- Foster a culture of accountability, innovation, and continuous learning.
- Align team objectives with broader organizational goals and technology strategy.
Experience
- At least 5 years’ experience in a similar role
- An understanding of South African Investment Platforms and platform operations and regulations.
- Proven experience in leading infrastructure teams within a Managed Service or enterprise IT environment.
- Strong understanding of ITIL and COBIT frameworks and their practical application.
- Deep knowledge of cybersecurity principles, including access control, vulnerability management, and patching.
- Experience with infrastructure monitoring tools and asset/configuration management systems.
- Demonstrated ability to manage complex supplier ecosystems and negotiate contracts.
- Experience in building successful relationships and working collaboratively with external vendors
- Strong leadership skills with a track record of building high-performing teams.
- A strong understanding of change management processes
- A broad enterprise-wide view of the end-to-end business and a relevant degree of appreciation for strategy, processes, and capability, enabling technologies, and governance.
- Lead incident response and disaster recovery simulations
- Knowledge of network architecture, server and storage infrastructure, cloud services (AWS, Azure, Google Cloud).
- Knowledge of LINUX, Unix, Windows, Citrix, Control-M and AppDynamics.
Competencies
- Communicating with Impact: Communicates effectively in both the written and verbal format delivering clear, succinct messages.
- Customer Service: Commits to achieving high quality results and provides a prompt, suitable and personalised service to customer’s that meets their needs. Take personal accountability for delivery.
- Driving for Excellence: Approaches work in an orderly and systematic manner to ensure the achievement of high-quality customer service.
- Analytical Thinking: Understands a situation or problem by breaking it into smaller pieces and tracing the implications of a situation in a step-by-step way.
- Entrepreneurial and Commercial Thinking: Understands the economic environment and able to make well informed business decisions.
- People Skills: The ability to influence a wide range of diverse individuals and groups positively.
- Resilience: Responds to stressful situations in a calm and proactive manner and keeps self and team focused on balancing personal energy with business result.
- Teamwork and Cooperation: Cooperates with others to accomplish common goals.
- Persuading and Influencing: The ability to persuade, convince and influence others for the purpose of achieving desired results.
- Leading Change: Continually looks for and encourages others to see opportunities for new and innovative approaches to solving organisational problems.
- Trust and Integrity: Shows sincerity, honesty and consistency in words and actions.
Minimum Qualifications
- Bachelor’s degree in Computer Science, Information Technology, or related field (Master’s preferred).
- ITIL Foundation (minimum), with Practitioner or Expert level certifications highly desirable.
- COBIT certification or demonstrable experience with COBIT governance principles.
Suitability for Persons with Disability: Insurance and Asset Management (IAM) is an equal opportunity employer and is committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Application Deadline: Open until filled
Specialist: Broker Consultant (Cape Town)
Location: Cape Town, Western Cape, South Africa
Company: Liberty Group Limited
Employment Type: Full-time
Liberty’s success is driven by the success of its people. We aim to keep our staff engaged in the right role at the right time. Talent mobility is key to our competitive edge.
Purpose
To provide advice & support to brokers & IFA’s that engenders their trust & support in selling Liberty business to their clients. Develop, maintain & grow business relationships to increase market share through execution of defined sales objectives.
Minimum Experience
2-3 years experience in a similar environment
Minimum Qualifications
Bachelors Degree and Professional Qualifications [Level TBA: Pre-2009 was L5] in Finance Economics and Accounting
Additional Minimum Qualifications
CFP qualification will be advantageous
Outputs
Must be fluent in Afrikaans
Key Responsibilities
Process
- Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
- Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.
- Ensures that underwriting practice and rules are fully understood and appreciated.
- Resolves any new business and servicing obstacles and blockages to increase Broker/IFA satisfaction and positively influence service perception.
- Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
- Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
- Plan for own task execution and advises on improvements related to area of specialisation.
Customer
- Provide sound consulting services and recommendations based on customer needs, current information and trends.
- Informs, educates and upskill partners in sales and relationship management capabilities across the range of SBFC, products and services to ensure customers retention and increased sales revenue and growth.
- Provides a basic competitor analysis that enables a better understanding of relative product value, features, advantages and benefits across the range of SBFC products.
- Provides opportunity plans and insights to advisory partners on existing and new marketing opportunities across the range of SBFC products within and outside of existing client base.
- Develops basic insights into client needs and solutions that enables trust and confidence in continued and productive direct support interactions with advisory partners.
- 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
- Customer Understanding (Intermediate)
- Sales life cycle management (Intermediate)
- Research and Information Gathering (Basic)
- Insurance principles and practice (Intermediate)
- Reporting and Interpretation (Basic)
- Developing sales (Intermediate)
- Customer Advice (Technical) (Basic)
- Insurance products and services (Intermediate)
Behavioural Competencies
- Persuading and Influencing (Basic)
- Professional/Technical learning (Basic)
- Entrepreneurial and commercial thinking (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Relationship Management and Networking (Basic)
- Customer Orientation (Basic)
Equal Opportunity Statement: Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation. The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Application Deadline: Open until filled
Specialist: Key Account Manager (INN8) Cape Town
Location: Cape Town, Western Cape, South Africa
Company: Liberty Group Limited
Employment Type: Full-time
Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients. Our goal is to meet our clients’ financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions. We go far beyond what you’d expect from financial services to make sure our clients have seamless access to a comprehensive range of services through a pioneering digital ecosystem.
Purpose
To fulfil adviser (client) instructions for an assigned panel and thereby ensuring a seamless INN8 experience, as well as acting as the main point of contact for any escalation queries.
Minimum Experience
2-3 years experience in a similar environment
Minimum Qualifications
Bachelor’s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
Key Responsibilities
Process
- 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.
- Commits to achieving high quality results and provides a prompt, suitable and personalised service to customer’s that meets customer needs. Take personal accountability for delivery.
- Take end-to-end ownership of transactions to ensure accurate record-keeping.
- Ensure all cases of recurring problems are identified and rectified promptly.
- Maintain appropriate records on CRM in line with process.
- Ensure data (activity, sales and experience) is captured and reported accurately for their panel.
- Provide insights to the SRM and other key role players based on their panel data.
- Maintain customer service levels aligned to agreed Service Level Agreements and ensure that high service levels are met, maintained and continuously improved.
- Proactively identify problems, determine cause and effect and work with Leadership to find solutions.
- Identify opportunities for continuous improvement and sustainability of processes and practices to enhance service excellence. Perform various other related duties as required to facilitate the productivity of the department.
Customer
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
- Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
- Act as the first point of contact for incoming queries and interaction with advisers to ensure their queries are dealt with professionally and resolved in accordance with operational goals and standards to provide the highest levels of service to advisers.
- Liaise with other business areas (such as GIP).
- Liaise directly with SRM regarding any adviser requests/queries accordingly and keep them updated.
- Develop an in depth understanding of the advisers and their needs, addressing queries and requests timeously, following issues through to resolution.
- Foster a creative, collaborative and adviser focused relationship with all internal stakeholders to deliver solutions that are effective, pragmatic, and risk appropriate.
- Support the SRM to develop, record, implement and track his or her strategies with advisers in their panels
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.
- Ensures compliance with applicable regulations and legislation and adherence to risk guidelines, procedural controls, standards, policies and procedures.
Technical Competencies
- Research and Information Gathering (Basic)
- Functional Policies and Procedures (Intermediate)
- Continuous Process Improvement (Intermediate)
Behavioural Competencies
- Analytical Thinking (Basic)
- Customer Orientation (Basic)
- Customer service orientation (Intermediate)
- External Awareness (Basic)
- Interpersonal Effectiveness (Basic)
- Relationship Management and Networking (Intermediate)
- Teamwork and Cooperation (Basic)
- Problem Solving and Analysis (Basic)
- Communicating with Impact (Basic)
- Persuading and Influencing (Basic)
- Driving for Excellence (Basic)
- Leading Change (Basic)
- Entrepreneurial and commercial thinking (Basic)
- Professional/Technical learning (Basic)
- Resilience (Basic)
Equal Opportunity Statement: Insurance and Asset Management (IAM) is an equal opportunity employer and is committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.
Application Deadline: Open until filled
We wish you all the best with your applications.
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