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- Human Resources Specialist
- Team Leader: George Life Office
- Assistant Representative (Northern Province)
- Internal Auditor
- Client Services Champion (Midrand)
- Client Services Champion (Pretoria North)
- Client Services Champion (Witbank)
- Client Services Champion (Nelspruit/ Mbombela)
- Senior Forensic Investigator
- Financial Associate (Witbank Area – KwaGuqa, Middleburg, Groblersdal, Dennilton, Ermelo) X50
Human Resources Specialist
Job Ref #: ODSp2024
Industry: Insurance
Job Type: Permanent
Salary: Market Related
Description:
YOUR RESPONSIBILITIES WILL INCLUDE THE FOLLOWING:
- Ensure effective administration, monitoring and reporting of all performance management processes and system.
- Integrating Performance Management with all HR Talent Management activities.
- Effective administration and facilitation of organisational and development projects. Including: Succession Planning, Career Pathing, Accelerated Development and Mentorship and other OD related projects as stipulated in the OD budget and calendar.
- Assist in facilitating any change initiatives within the Group by providing guidance and relevant tools and resources.
- Assist in developing and implementing new systems and processes and applying well developed and established OD techniques.
- Preparation, presentation and submission of the OD yearly budget to the OD manager.
- Effective monitoring of the OD budget by ensuring accurate record keeping on monthly basis.
- Ensuring that all the job descriptions are accurate and updated in collaboration with hiring managers and other stakeholders.
- Building rapport with internal and external stakeholders.
- Provide coaching, guidance and support to the team to ensure productivity. · Assist to develop and implement change management strategies and plans that maximize employee adoption and usage of required changes.
- To assist in developing plans and efforts to anticipate and minimize resistant behaviors from employees and stakeholders who are impacted by the changes.
- Support and coach people managers and supervisors as they help their teams through their transitions
- Supports project managers and project teams to integrate change management activities with their project plans.
Requirements:
- Relevant Degree / Diploma or equivalent
- Intermediary HR system Experience
- 3-5 years proven experience in Performance management
- Advanced Excel
Team Leader: George Life Office
Job Ref #: TL/GRG
Industry: Sales
Job Type: Permanent
Salary: Market Related
Description:
RESPONSIBILITIESINCLUDE:
- Recruit high quality representatives timeously and accurately
- Ensure that appointed representatives are adequately trained
- Manage a team of insurance representatives optimally
- Ensure that the set insurance sales targets are reached
- Ensure and monitor compliance with respect to FAIS/FICA/LTIA and all other relevant legislation
- Risk management
- Develop and expand markets
Requirements:
- Grade 12
- A suitable industry entry qualification within the requirements of the Financial Services Board
- Comply with FAIS legislation for registration as Fit and Proper individuals:
- Applicants who entered the industry as follows:
- From years 2004 – 2007 requires 30 credits on NQF 4 obtained by 31 December 2009.
- From years 2008 – 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
- All those appointed in the industry from the year 2010 onwards require a full FAIS recognised qualification
- Clear ITC
- Clear criminal record
- RE5 certificate
- RE1 will be an advantage
- Drivers’ license, own reliable transport and cell phone
Assistant Representative (Northern Province)
Job Ref #: JSASSREP2024
Industry: Insurance
Job Type: Contract
Salary: Market Related
Description:
RESPONSIBILITIESINCLUDE:
- Arranging of all funerals and cremations
- Obtain and complete all legal documentation for funerals and cremations
- Maintain all funeral records
- Offer counselling and comfort the bereaved families
- Handle payments and invoicing
- Marketing and sales of Funerals, Tomstones and AVBOB insurance products
- Render client service and assist with complaints
Requirements:
QUALIFICATIONSREQUIREDFORTHEPOSITION:
- Grade 12
- Driver’s license, own reliable transport and cell phone
- Clear credit and criminal record
- Comply with FAIS legislation for registration as Fit and Proper individuals:
- Applicants who entered the industry as follows:
- From years 2004 – 2007 requires 30 credits on NQF 4 obtained by 31 December 2009.
- From years 2008 – 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
- All those appointed in the industry from the year 2010 onwards require a full FAIS recognised qualification
EXPERIENCEREQUIREDFORTHEPOSITION:
Business and functional experience in the funeral industry will be a advantage
SKILLSREQUIREDFORTHEPOSITION:
- Good communication, analytical, planning and organising skills
- Time management and administration skills
- Computer literate
Internal Auditor
Job Ref #: 329IA05
Industry: Insurance
Job Type: Permanent
Salary: Market Related
Description:
We urgently require a B.Comm/B.Comm Honours Degree individual specialising in Internal Auditing and Accounting and studying towards CIA with internal auditing and/or accounting experience.
The Internal Auditor evaluates the adequacy and effectiveness of internal controls, compliance with internal policies, processes, procedures and applicable legislations/regulations. Compile and perform the system description, audit procedures and test. They obtain and evaluate audit evidence and report audit findings and make recommendations for correcting unsatisfactory conditions, improving operations and reducing cost.
You should have excellent communication, judgement and decision-making skills, auditing aptitude, ability to command and control meetings with auditee and be able to work without supervision.
You will be working for a company that is over 100 years old with strong values which are customer centric. In return for your services, you will be paid a competitive package which includes pension fund contributions and a medical aid allowance. You will have access to personal services through the employee assistance program and wellness programs. You will be working for an organization that values employee development and rewards excellent performance
Requirements:
- Three-year B.Comm Degree specialising in Internal Auditing/Auditing and Accounting.
- B.Comm Honours Degree (Internal Auditing and Accounting) and/or CIA.
- Minimum 4 – 5 years internal auditing and/or accounting experience.
- Completed articles as well as hands on accounting work experience.
- Internal Auditing and/or financial accounting experience within the Insurance or Financial Services industry.
- Intermediate level of proficiency relating to the MS Office Suite (in particular MS Word and PowerPoint). Advance MS Excel skills.
- Knowledge of TeamMate and Caseware IDEA software
- Judgement and decision-making.
- Person must be able to function independently and work with minimum supervision.
- Auditing aptitude.
- Analytical.
- Managerial skills.
Client Services Champion (Midrand)
Job Ref #: CSC/ MID
Industry: Insurance
Job Type: Permanent
Salary: Market Related
Description:
Team Management
- Attend scheduled area meetings and report back to employees in the area office on deficiencies with regard to customer service and to recommend, to the management structure actions to rectify.
- Conduct meetings with employees, minute meetings, share minutes with all stakeholders and keep record of minutes with regard to all customer service related matters.
- Identify development areas with regards to client service deficiencies and compile and track a development plan in respect of admin staff in reporting offices.
- Conduct counselling and coaching sessions with administrative staff in reporting offices in respect of quality assurance deficiencies and standardization of approved processes.
- Recommend and implement remedial/ corrective action in under the guidance of the area manager in terms of employee behaviour and performance in Area Office and QA in other life offices.
- Control and monitor subordinates work to ensure that tasks are performed on acceptable standards and according to policy and procedures.
- Give input on performance appraisals of admin staff related to client service action. Recommend possible training and planned coaching needs that have to be incorporated into the development plan / coaching programme of the admin staff.
- Address escalated enquiries from admin clerks to with the necessary stakeholders in an accurate and timely manner.
Customer Service
- Address escalated enquiries from clients with the necessary stakeholders in an accurate and timely manner.
- Monitor that policy requests and related transactions are dealt with according to policy and procedure, and are executed timeously and effectively.
- Monitor and report on all regulatory requirements to the area manager to facilitate legislative compliance in the execution of duties of admin staff. (i.e. FAIS, PoPIA, FICA, BCEA, LRA.
- Awareness of the Group’s policies and procedures, and the regulations relevant to the role.
- Consistently demonstrate understanding of how the principle of TCF and the underlying six TCF outcomes impacts the role, and is embedded in the culture of AVBOB.
- Monitor the implementation of Voice of the Customer (VOC) initiatives in all offices and in collaboration with Manager: Customer Experience.
- Monitor the implementation of the Moreki Pele program in all offices and in collaboration with the Manager: Customer Experience and Area Manager.
- Monitor the Net Promoter Score (NPS) results of all transactions in the Area (e.g. new policies issued and policy maintenance transactions), call all detractors and some promoters, followed by providing feedback and coaching to admin staff where required and report progress and results to the area manager.
- Identify, as part of the NPS monitoring, areas of improvement and communicate such to the Area manager to remedy and improve on. Record and report to the area manager on improvement areas and record progress made on improvement on a monthly basis.
- Evaluate work processes and implement standardized processes and procedures to facilitate effective client service experiences in collaboration with the area manager and relevant parties.
- Stay abreast of various policy maintenance departments’ functionality, requirements and processes to ensure that client requests are processed correctly and timely.Risk
- Prevent losses that may occur in the business by ensuring that all queries are handled and documentation are processed correctly and within the relevant rime frames.
- Prevent losses that may occur by identifying suspicious transactions and reporting such transactions to area manager on a regular basis.
- Identify and give input to area manager and Manager: Customer Experience to recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.
- Review policy payment reconciliation document of all reporting offices to ensure reconciliation and banking processes are finalized in a timely manner by admin clerks.
Quality Assurance and Retention
- Monitor that daily non-payment lists are extracted per office and distributed to the line managers for follow-up.
- Ensure by weekly reporting activities that feedback reports from the different line managers (BM/DM/TL/BC) are consolidated and submitted to the Area Manager for review and reporting.
Fraud Complaints/ Investigations
- Receive, escalate the area manager and record client complaints lodged by clients at the respective insurance offices and report suspected fraud cases to the Forensics Department to investigate.
- Receive, record and refer complaints/ fraud investigations from head office to the relevant line manager for investigation within one day after receipt. Report on feedback from line managers to Head Office within agreed periods per insurance clerk.
- Maintain accurate records and reporting systems and processes to track investigations and provide timely feedback on investigations to Forensics.
Reporting
- Compile activity / transaction reports to area manager on a monthly basis.
- Compile weekly/monthly progress reports to the area manager on a monthly basis.
General
- Oversee and monitor own offices’ asset registers by ensuring that regular asset verification is done, assets are recorded on the register correctly. Monitor asset register maintenance of reporting offices by regular reconciliation reports and report any discrepancies to the area manager.
- In collaboration with the area manager, keep record of office attendance registers and store appropriately to facilitate any queries/audits only in Area Office where person sit.
- Monitor the petty cash account for own office. Monitor petty cash accounts of reporting offices by reviewing petty cash reconciliation reports received from reporting offices. Report any discrepancies to the area manager to implement remedial action.
Requirements:
- Grade 12
- A FAIS recognised qualification
- RE 5
- RE 1 will be an advantage
- Computer Literate (MS Office, Email, Internet)
- 2 – 3 years proven experience in the life insurance industry relating to client services
- In-depth knowledge of the insurance domain, associated standards, practices, and regulations
- Experience in dealing with intermediaries
- 2 – 3 years relevant supervisory experience
- Negotiation Skills
- Dependability and Reliability
- Team Work
Client Services Champion (Pretoria North)
Job Ref #: CSC/ PTAN
Industry: Insurance
Job Type: Permanent
Salary: Market Related
Description:
Team Management
- Attend scheduled area meetings and report back to employees in the area office on deficiencies with regard to customer service and to recommend, to the management structure actions to rectify.
- Conduct meetings with employees, minute meetings, share minutes with all stakeholders and keep record of minutes with regard to all customer service related matters.
- Identify development areas with regards to client service deficiencies and compile and track a development plan in respect of admin staff in reporting offices.
- Conduct counselling and coaching sessions with administrative staff in reporting offices in respect of quality assurance deficiencies and standardization of approved processes.
- Recommend and implement remedial/ corrective action in under the guidance of the area manager in terms of employee behaviour and performance in Area Office and QA in other life offices.
- Control and monitor subordinates work to ensure that tasks are performed on acceptable standards and according to policy and procedures.
- Give input on performance appraisals of admin staff related to client service action. Recommend possible training and planned coaching needs that have to be incorporated into the development plan / coaching programme of the admin staff.
- Address escalated enquiries from admin clerks to with the necessary stakeholders in an accurate and timely manner.
Customer Service
- Address escalated enquiries from clients with the necessary stakeholders in an accurate and timely manner.
- Monitor that policy requests and related transactions are dealt with according to policy and procedure, and are executed timeously and effectively.
- Monitor and report on all regulatory requirements to the area manager to facilitate legislative compliance in the execution of duties of admin staff. (i.e. FAIS, PoPIA, FICA, BCEA, LRA.
- Awareness of the Group’s policies and procedures, and the regulations relevant to the role.
- Consistently demonstrate understanding of how the principle of TCF and the underlying six TCF outcomes impacts the role, and is embedded in the culture of AVBOB.
- Monitor the implementation of Voice of the Customer (VOC) initiatives in all offices and in collaboration with Manager: Customer Experience.
- Monitor the implementation of the Moreki Pele program in all offices and in collaboration with the Manager: Customer Experience and Area Manager.
- Monitor the Net Promoter Score (NPS) results of all transactions in the Area (e.g. new policies issued and policy maintenance transactions), call all detractors and some promoters, followed by providing feedback and coaching to admin staff where required and report progress and results to the area manager.
- Identify, as part of the NPS monitoring, areas of improvement and communicate such to the Area manager to remedy and improve on. Record and report to the area manager on improvement areas and record progress made on improvement on a monthly basis.
- Evaluate work processes and implement standardized processes and procedures to facilitate effective client service experiences in collaboration with the area manager and relevant parties.
- Stay abreast of various policy maintenance departments’ functionality, requirements and processes to ensure that client requests are processed correctly and timely.Risk
- Prevent losses that may occur in the business by ensuring that all queries are handled and documentation are processed correctly and within the relevant rime frames.
- Prevent losses that may occur by identifying suspicious transactions and reporting such transactions to area manager on a regular basis.
- Identify and give input to area manager and Manager: Customer Experience to recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.
- Review policy payment reconciliation document of all reporting offices to ensure reconciliation and banking processes are finalized in a timely manner by admin clerks.
Quality Assurance and Retention
- Monitor that daily non-payment lists are extracted per office and distributed to the line managers for follow-up.
- Ensure by weekly reporting activities that feedback reports from the different line managers (BM/DM/TL/BC) are consolidated and submitted to the Area Manager for review and reporting.
Fraud Complaints/ Investigations
- Receive, escalate the area manager and record client complaints lodged by clients at the respective insurance offices and report suspected fraud cases to the Forensics Department to investigate.
- Receive, record and refer complaints/ fraud investigations from head office to the relevant line manager for investigation within one day after receipt. Report on feedback from line managers to Head Office within agreed periods per insurance clerk.
- Maintain accurate records and reporting systems and processes to track investigations and provide timely feedback on investigations to Forensics.
Reporting
- Compile activity / transaction reports to area manager on a monthly basis.
- Compile weekly/monthly progress reports to the area manager on a monthly basis.
General
- Oversee and monitor own offices’ asset registers by ensuring that regular asset verification is done, assets are recorded on the register correctly. Monitor asset register maintenance of reporting offices by regular reconciliation reports and report any discrepancies to the area manager.
- In collaboration with the area manager, keep record of office attendance registers and store appropriately to facilitate any queries/audits only in Area Office where person sit.
- Monitor the petty cash account for own office. Monitor petty cash accounts of reporting offices by reviewing petty cash reconciliation reports received from reporting offices. Report any discrepancies to the area manager to implement remedial action.
Requirements:
- Grade 12
- A FAIS recognised qualification
- RE 5
- RE 1 will be an advantage
- Computer Literate (MS Office, Email, Internet)
- 2 – 3 years proven experience in the life insurance industry relating to client services
- In-depth knowledge of the insurance domain, associated standards, practices, and regulations
- Experience in dealing with intermediaries
- 2 – 3 years relevant supervisory experience
- Negotiation Skills
- Dependability and Reliabilit
Client Services Champion (Witbank)
Job Ref #: CSC/ WIT
Industry: Insurance
Job Type: Permanent
Salary: Market Related
Description:
Team Management
- Attend scheduled area meetings and report back to employees in the area office on deficiencies with regard to customer service and to recommend, to the management structure actions to rectify.
- Conduct meetings with employees, minute meetings, share minutes with all stakeholders and keep record of minutes with regard to all customer service related matters.
- Identify development areas with regards to client service deficiencies and compile and track a development plan in respect of admin staff in reporting offices.
- Conduct counselling and coaching sessions with administrative staff in reporting offices in respect of quality assurance deficiencies and standardization of approved processes.
- Recommend and implement remedial/ corrective action in under the guidance of the area manager in terms of employee behaviour and performance in Area Office and QA in other life offices.
- Control and monitor subordinates work to ensure that tasks are performed on acceptable standards and according to policy and procedures.
- Give input on performance appraisals of admin staff related to client service action. Recommend possible training and planned coaching needs that have to be incorporated into the development plan / coaching programme of the admin staff.
- Address escalated enquiries from admin clerks to with the necessary stakeholders in an accurate and timely manner.
Customer Service
- Address escalated enquiries from clients with the necessary stakeholders in an accurate and timely manner.
- Monitor that policy requests and related transactions are dealt with according to policy and procedure, and are executed timeously and effectively.
- Monitor and report on all regulatory requirements to the area manager to facilitate legislative compliance in the execution of duties of admin staff. (i.e. FAIS, PoPIA, FICA, BCEA, LRA.
- Awareness of the Group’s policies and procedures, and the regulations relevant to the role.
- Consistently demonstrate understanding of how the principle of TCF and the underlying six TCF outcomes impacts the role, and is embedded in the culture of AVBOB.
- Monitor the implementation of Voice of the Customer (VOC) initiatives in all offices and in collaboration with Manager: Customer Experience.
- Monitor the implementation of the Moreki Pele program in all offices and in collaboration with the Manager: Customer Experience and Area Manager.
- Monitor the Net Promoter Score (NPS) results of all transactions in the Area (e.g. new policies issued and policy maintenance transactions), call all detractors and some promoters, followed by providing feedback and coaching to admin staff where required and report progress and results to the area manager.
- Identify, as part of the NPS monitoring, areas of improvement and communicate such to the Area manager to remedy and improve on. Record and report to the area manager on improvement areas and record progress made on improvement on a monthly basis.
- Evaluate work processes and implement standardized processes and procedures to facilitate effective client service experiences in collaboration with the area manager and relevant parties.
- Stay abreast of various policy maintenance departments’ functionality, requirements and processes to ensure that client requests are processed correctly and timely.Risk
- Prevent losses that may occur in the business by ensuring that all queries are handled and documentation are processed correctly and within the relevant rime frames.
- Prevent losses that may occur by identifying suspicious transactions and reporting such transactions to area manager on a regular basis.
- Identify and give input to area manager and Manager: Customer Experience to recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.
- Review policy payment reconciliation document of all reporting offices to ensure reconciliation and banking processes are finalized in a timely manner by admin clerks.
Quality Assurance and Retention
- Monitor that daily non-payment lists are extracted per office and distributed to the line managers for follow-up.
- Ensure by weekly reporting activities that feedback reports from the different line managers (BM/DM/TL/BC) are consolidated and submitted to the Area Manager for review and reporting.
Fraud Complaints/ Investigations
- Receive, escalate the area manager and record client complaints lodged by clients at the respective insurance offices and report suspected fraud cases to the Forensics Department to investigate.
- Receive, record and refer complaints/ fraud investigations from head office to the relevant line manager for investigation within one day after receipt. Report on feedback from line managers to Head Office within agreed periods per insurance clerk.
- Maintain accurate records and reporting systems and processes to track investigations and provide timely feedback on investigations to Forensics.
Reporting
- Compile activity / transaction reports to area manager on a monthly basis.
- Compile weekly/monthly progress reports to the area manager on a monthly basis.
General
- Oversee and monitor own offices’ asset registers by ensuring that regular asset verification is done, assets are recorded on the register correctly. Monitor asset register maintenance of reporting offices by regular reconciliation reports and report any discrepancies to the area manager.
- In collaboration with the area manager, keep record of office attendance registers and store appropriately to facilitate any queries/audits only in Area Office where person sit.
- Monitor the petty cash account for own office. Monitor petty cash accounts of reporting offices by reviewing petty cash reconciliation reports received from reporting offices. Report any discrepancies to the area manager to implement remedial action.
Requirements:
- Grade 12
- A FAIS recognised qualification
- RE 5
- RE 1 will be an advantage
- Computer Literate (MS Office, Email, Internet)
- 2 – 3 years proven experience in the life insurance industry relating to client services
- In-depth knowledge of the insurance domain, associated standards, practices, and regulations
- Experience in dealing with intermediaries
- 2 – 3 years relevant supervisory experience
- Negotiation Skills
- Dependability and Reliability
- Team Work
Client Services Champion (Nelspruit/ Mbombela)
Job Ref #: CSC/ NEL
Industry: Insurance
Job Type: Permanent
Salary: Market Related
Description:
Team Management
- Attend scheduled area meetings and report back to employees in the area office on deficiencies with regard to customer service and to recommend, to the management structure actions to rectify.
- Conduct meetings with employees, minute meetings, share minutes with all stakeholders and keep record of minutes with regard to all customer service related matters.
- Identify development areas with regards to client service deficiencies and compile and track a development plan in respect of admin staff in reporting offices.
- Conduct counselling and coaching sessions with administrative staff in reporting offices in respect of quality assurance deficiencies and standardization of approved processes.
- Recommend and implement remedial/ corrective action in under the guidance of the area manager in terms of employee behaviour and performance in Area Office and QA in other life offices.
- Control and monitor subordinates work to ensure that tasks are performed on acceptable standards and according to policy and procedures.
- Give input on performance appraisals of admin staff related to client service action. Recommend possible training and planned coaching needs that have to be incorporated into the development plan / coaching programme of the admin staff.
- Address escalated enquiries from admin clerks to with the necessary stakeholders in an accurate and timely manner.
Customer Service
- Address escalated enquiries from clients with the necessary stakeholders in an accurate and timely manner.
- Monitor that policy requests and related transactions are dealt with according to policy and procedure, and are executed timeously and effectively.
- Monitor and report on all regulatory requirements to the area manager to facilitate legislative compliance in the execution of duties of admin staff. (i.e. FAIS, PoPIA, FICA, BCEA, LRA.
- Awareness of the Group’s policies and procedures, and the regulations relevant to the role.
- Consistently demonstrate understanding of how the principle of TCF and the underlying six TCF outcomes impacts the role, and is embedded in the culture of AVBOB.
- Monitor the implementation of Voice of the Customer (VOC) initiatives in all offices and in collaboration with Manager: Customer Experience.
- Monitor the implementation of the Moreki Pele program in all offices and in collaboration with the Manager: Customer Experience and Area Manager.
- Monitor the Net Promoter Score (NPS) results of all transactions in the Area (e.g. new policies issued and policy maintenance transactions), call all detractors and some promoters, followed by providing feedback and coaching to admin staff where required and report progress and results to the area manager.
- Identify, as part of the NPS monitoring, areas of improvement and communicate such to the Area manager to remedy and improve on. Record and report to the area manager on improvement areas and record progress made on improvement on a monthly basis.
- Evaluate work processes and implement standardized processes and procedures to facilitate effective client service experiences in collaboration with the area manager and relevant parties.
- Stay abreast of various policy maintenance departments’ functionality, requirements and processes to ensure that client requests are processed correctly and timely.Risk
- Prevent losses that may occur in the business by ensuring that all queries are handled and documentation are processed correctly and within the relevant rime frames.
- Prevent losses that may occur by identifying suspicious transactions and reporting such transactions to area manager on a regular basis.
- Identify and give input to area manager and Manager: Customer Experience to recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.
- Review policy payment reconciliation document of all reporting offices to ensure reconciliation and banking processes are finalized in a timely manner by admin clerks.
Quality Assurance and Retention
- Monitor that daily non-payment lists are extracted per office and distributed to the line managers for follow-up.
- Ensure by weekly reporting activities that feedback reports from the different line managers (BM/DM/TL/BC) are consolidated and submitted to the Area Manager for review and reporting.
Fraud Complaints/ Investigations
- Receive, escalate the area manager and record client complaints lodged by clients at the respective insurance offices and report suspected fraud cases to the Forensics Department to investigate.
- Receive, record and refer complaints/ fraud investigations from head office to the relevant line manager for investigation within one day after receipt. Report on feedback from line managers to Head Office within agreed periods per insurance clerk.
- Maintain accurate records and reporting systems and processes to track investigations and provide timely feedback on investigations to Forensics.
Reporting
- Compile activity / transaction reports to area manager on a monthly basis.
- Compile weekly/monthly progress reports to the area manager on a monthly basis.
General
- Oversee and monitor own offices’ asset registers by ensuring that regular asset verification is done, assets are recorded on the register correctly. Monitor asset register maintenance of reporting offices by regular reconciliation reports and report any discrepancies to the area manager.
- In collaboration with the area manager, keep record of office attendance registers and store appropriately to facilitate any queries/audits only in Area Office where person sit.
- Monitor the petty cash account for own office. Monitor petty cash accounts of reporting offices by reviewing petty cash reconciliation reports received from reporting offices. Report any discrepancies to the area manager to implement remedial action.
Requirements:
- Grade 12
- A FAIS recognised qualification
- RE 5
- RE 1 will be an advantage
- Computer Literate (MS Office, Email, Internet)
- 2 – 3 years proven experience in the life insurance industry relating to client services
- In-depth knowledge of the insurance domain, associated standards, practices, and regulations
- Experience in dealing with intermediaries
- 2 – 3 years relevant supervisory experience
- Negotiation Skills
- Dependability and Reliability
- Team Work
Senior Forensic Investigator
Job Ref #: 331SFI02
Industry: Insurance
Job Type: Permanent
Salary: Market Related
Description:
- Identifying control breakdowns and producing high quality reports which include findings and formulating recommendations.
- To investigate incidents of fraud, theft, corruption and money laundering in line with best practice methodology to mitigate fraud risks.
- Establishing working relationships with business and discuss outcome of forensic .investigations and other fraud risk management initiatives with line managers to assist in mitigate their fraud risks.
- Ensure continuous professional development within the fraud risk Management function and industry.
- Managing and ensuring that staff are adequately guided, mentored, supported, and trained to function at their best level of ability through evaluating actions, measuring outputs and taking corrective action where the standards are not adhere to.
- Manage, implement and conduct full fraud awareness campaigns for the group.
- Maintaining and updating the risk register, including the claims statistics.
- Submission of monthly reports to Exco.
Methodology:
Preliminary investigation:
- First phase of investigation, fact finding mission.
- Fact are verified.
- Nature of the crime is determined.
- Possible suspects are identified.
Preliminary report:
- Initial findings are reported to relevant individuals.
- Recommendations are made as to how to proceed with the investigation.
Execution of investigation phase:
- All outstanding information is gathered.
- Witness statements are obtained.
- All findings are evidenced are recorded once this phase is complete an SAPS case is registered (if Applicable).
- Copies of investigation is handed to relevant departments for their professional input (integrated reports) e.g. employee relations, legal and compliance.
- Relevant departments identify potential risks to the group based on the facts established during the investigation.
Reporting:
- Compilation of a comprehensive investigation report, which details.
- All the relevant findings.
- Highlighting the potential identified risks to the group.
- Supplying recommendations on how to remedy these risks.
- Compilation of monthly report and stats for submission to Exco
General:
- Managing and ensuring that staff are adequately guided, mentored, supported and trained to function at their best level of ability through evaluating actions.
- Review of reports and outputs from staff.
- Compilation and managing of the department’s budget.
- Any other duties required from senior Management, internal Audit, Risk, Legal and Compliance.
Requirements:
- Degree or diploma – Forensic investigation and Auditing or Accounting.
- CFE/CFP advantageous.
- 3-5 years of accounting/ Auditing/ criminology and investigation.
- An in-depth knowledge and understanding of the financial services sector.
- Ability to identify fraudulent/suspicious practices from an AML perspective.
- Conflict management skills/ strong problem solving skills.
- Communication skills (verbal/written) good listening skills.
- Good interpersonal skills.
- Ability to work independently.
- Ability to work with people at all levels/ team player.
- willing and able to travel
Financial Associate (Witbank Area – KwaGuqa, Middleburg, Groblersdal, Dennilton, Ermelo) X50
Job Ref #: FA/ WIT
Industry: Insurance
Job Type: Permanent
Salary: Market Related
Description:
- Marketing of Funeral Insurance, Savings Plans and related products
- Recruit funerals for the Funeral Division
Requirements:
- Matric (Grade 12) and/ or tertiary education with 30 credits on NQF level 4
- Comply with FAIS legislation for registration as Fit and Proper individuals:
- Applicants who entered the industry as follows:
- From years 2004 – 2007 requires 30 credits on NQF 4 obtained by 31 December 2009.
- From years 2008 – 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
- All those appointed in the industry from the year 2010 onwards require a full FAIS recognizedqualification
- Clear ITC credit record
- Clear criminal record
- RE 5 will be an advantage
- Marketing experience
All the best with your applications
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