Assupol Vacancies

To apply, click on the link at the end of the posts and all the best with your applications.

1. Client Services Administrator: Branch Administration
2. Senior Sales Development Consultant X4
3. Sales Manager X21

Client Services Administrator: Branch Administration

Description

To provide professional first line support to clients and sales support

1. Render client services 
• 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 
2. Administrate Claims 
• Verify claims documents as per standard procedure 
• Assist clients with the completion of claim forms
• Submit  all claims received to Head office 
• Submit any outstanding documentation as per Head Office request  
• Keep claims register up to date 
3. Advise clients on cancelations 
• Advise the client of the process and disadvantages of cancelation 
• Retain the policy by proposing different options (loan, partial surrender paid up)
• Inform relevant Sales Manager of the intended cancelation for retention
• As per clients request follow the standard cancelation procedure 
4. Administrate demutualization process
• Capture client information  
• Inform clients of status of their shares 
• Update clients information on Aims systems 
• Register and forward to Head office 
5. Office Administration
• Manage mail and fax 
• Prepare statistical reports
• Assist with data capturing when required 
• Encourage clients to complete the survey 
6. Fit and Proper Requirements
• Adhere and comply to FSB board notice in terms of FAIS
7. Documentation and filing procedures
• Keep record systems up to date 
• File and keep documentation for a period as required by the legislation

Requirements

FORMAL EDUCATION

• Matric

TECHNICAL/LEGAL CERTIFICATION

• Recognised Qualification as per the FSCA (Advantage)

• RE 5

• Registration as an Employee Representative (FSCA)

• CPD

• COB (Depending on DOFA)

EXPERIENCE   

• 2 Years’ Experience in the Insurance Industry; 

• 1 Year Client Services

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

Senior Sales Development Consultant X4

Description

Main Purpose: To sell policies, recruit, develop and train representatives to achieve the set target
To be developed into a Sales Manager when vacancies are available (Key Individual)

– 1 year Programme
Courses
– Full-Time Academic School: 0 – 1 month
– Commissions and Finance
– Compliance
– Reports
– Practical School (2 – 12 months)
– COB Long term and Investments
– CPD
– Supervision (FSP 4.1);
– Recruitment process orientation (On-Boarding)
– MS Office (Spread over 12 months – if necessary)
– Digital training
– Sales reports Orientation
– Sales performance management orientation
– Disciplinary action

Requirements

Formal Education

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

Technical/Legal Certification

• 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

Experience   

• 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

Sales Manager X21

Description

Main Purpose
To recruit, maintain and develop sales representative and brokers and set targets.

Develop and maintain sales and marketing plan

• Develop an integrated sales & marketing plan
• Implement and align marketing plan with regional plan and submit to management
• Review and update strategic plan on a regular basic
• Compile report on progress made on strategic plan
• Communicate strategic plan to sales representatives

Perform recruitment and selection process for sales representative

• Advertise and market representative positions through presentations
• Select applicants in accordance with FSCA requirements implementation of assessment selection battery

Conduct training to sales representative

• Facilitate the pre-course and post-course training
• Responsible for on-the-job assessment of representatives

Conduct coaching process

• Give technical support and motivation to representatives
• Coach representatives on improving their selling skills
• Provide recognition through performance management system

Conduct training to brokers

• Ensure brokers are equipped with sufficient office documentation e.g. application forms
• Handle administration queries on behalf of dedicated brokers
• Check business methods of dedicated brokers and advise accordingly
• Update brokers on Assupol products and services regularly
• Ensure computer software of brokers are up to date in respect of Assupol products and services
• Build professional business relationships with brokers 

Identity and develop new and current markets

• Identify, penetrate and develop new markets
• Negotiate stop order markets
• Maintain contacts with key decision makers and insurance industry resources (new and existing)
• Retain and increase market share in existing markets
• Manage the business retention
• Conduct products presentations in the market

Maintain production targets and retain business

• Ensure and monitor set production targets are achieved
• Maintain business retention 

Comply with FAIS requirements

• Supervise representative when rendering services under supervision
• Submit supervision evidence to MSSI on a monthly basis
• Mentor and train supervisee to ensure that they have a proper understanding of products
• Observe meetings between representative and clients 

Compliance

• Complaints
• Number of complaints Received
• Number of complaint referred for investigation (Forensic)
• Number of complaints referred for Debarment Hearing based on outcome from debarment Committee

Training and Awareness

• Refresher Training
• New Product Training
• Record of Advice
• Financial Needs Analysis
• Completion of the application forms

Other

• Adhere to code of conduct
• Adhere to TCF
• Comply with risk and audit requirements
• Display the values and culture
• Provide leadership to your team to assist them in achieving their target

Requirements

Knowledge and Skills 
Formal Education
Matric
Relevant Qualification (recognised by the FSCA)

Technical/Legal Certification
Regulatory Examination Level 5: Representatives
Regulatory Examination Level 1: Key Individuals
Class of Business (Long Term Insurance and Investments) (Depending on Date of Appointment as Key Individual in the industry)
CPD

Experience
1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds
2 years Project Management
2 years Insurance industry
At least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds

Click here to apply

All the best with your applications.