Position: Client Services Administrator

Location: Parow

Requirements:

Matric

• Recognised Qualification as per the FSCA (Advantage)

• RE 5

• Registration as an Employee Representative (FSCA)

• CPD

• COB (Depending on DOFA)

• 2 Years’ Experience in the Insurance Industry; 

• 1 Year Client Services

• 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)

duties:

• Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries
• Update client personal details and AIMS notes
• Provide correct and accurate advice to clients on products and services (TCF)
• Inform clients and update changes to their policy (TCF)
• Liaise with relevant departments to gather information to resolve clients’ queries
• Maintain required business retention rate
• Handle all complaints and enquiries 
• Escalate complaints to Office Manager and Complaints Handling Officer 
• Follow complaints procedure 
• Handle all incoming calls and walk-in clients 

Position: Senior Sales Development Consultant

Location: Standerton

Requirements:

• Matric
• Relevant Full Qualification as per the FSCA Board Notice 

• Registered as an Employee Representative (FSCA)
• Regulatory Examination Level 1: Representatives (RE5)
• Regulatory Examination Level 1: Key Individuals (RE1)
• Class of Business: Long Term Insurance & Investment (Advantage)
• Updated CPD points

• 2 Years’ Experience in the Insurance Industry
• Experience in Category A, B1, B2, C and Retail Benefits
• Fit and Proper Rep for all Tier 1 products 
• Fit and Proper Rep for all Tier 2 products

responsibilities:

– Full-Time Academic School: 0 – 1 month
– Commissions and Finance
– Compliance
– Reports
– Practical School (2 – 12 months)
– COB Long term and Investments
– CPD

Position: Specialist- Compliance

Location: Polokwane

Requirements:

Legal Degree/relevant

LLB Degree

Admitted Attorney (advantage)

Compliance Certificate (Advantage)

2-3 years’ experience in Risk management and Compliance

2-3 years Insurance Industry experience 

Duties & Responsibilities:

• Assist the manager to ensure that the compliance function is in compliance with law,and industry and regulatory body requirements.
• Promote the prevention of legal and regulatory risk in the company (TCF).
• Maintain efficient and effective operations in Compliance.
• Ensure that policies and procedures with regards to the Compliance function are being adhered to (TCF).
• Attend specific forums as may be required to represent the Compliance and Regulatory Affairs department.

Position: Sales Manager- Cornerstone

Location: George

Requirements:

• Matric 
• Relevant Qualification (recognised by the FSCA)

• Regulatory Examination Level 5: Representatives as an advantage
• Regulatory Examination Level 1: Key Individuals as an advantage
• 30 or 60 credits on NQF level 2 (Depending on the date of appointment in the industry) or
• 60 or 120 credits on NQF level 5 (Depending on the date of appointment in the industry)

• 1year relevant management experience
• 6 months Insurance industry  
• Atleast 6 months advice and intermediary experience in category A (Assistance business)

duties:

• Develop sales plan to attain set goals/targets
• Communicate the sales plan to sales teams
• Identify & agree on individual roles and responsibilities
• Recruit resources according to HR Plan
• Plan for infrastructure requirements – vehicles, offices, furniture, policy books, etc
• Participate in Provincial budgeting process 
• Implement & monitor company policies & procedures
• Manage sales staff performance monthly
• Evaluate progress against goals monthly
• Prepare monthly management report

Application:

To send your application for any of the above positions, please visit https://assupol.mcidirecthire.com/external/currentopportunities