To apply, click on the link at the end of the posts and all the best with your applications.
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
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
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
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
Office Administration
Manage mail and fax
Prepare statistical reports
Communicate with office manage with regards to office logistics
Documentation and filing procedures
Keep record systems up to date
File and keep documentation for a period as required by the legislation
Process and administrate application forms
Check and validate application forms for quality control
Follow the capturing procedure
Send incomplete applications back to Office Managers
Process application form on system
Follow up on outstanding documentation with Office Manager
Liaise with New Business department on outstanding and provide feedback to Office Managers
Email scanned successful application forms to New business department
Capture a minimum of required policies per day
Send captured application forms to Head Office for archiving
Register successful applications
Send the original application form for tick off process
Follow up on all outstanding requirements from tick off
Requirements
FORMAL EDUCATION
Matric
TECHNICAL/ LEGAL CERTIFICATION
Recognized Qualification as per the FSB
RE 5
Registration as an Employee Representative (FSB)
EXPERIENCE
2 Years’ Experience in the Insurance Industry;
1 Year Client Services
1 years’ experience in data capturing
1 Years’ experience in: Category A, B, C and retail pension benefits (Advantage)
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)
Description
Duties & Responsibilities:
Requirements
Formal Education
Experience
Description
To professionally manage, assist and support the Regional Manager with confidential and effective administration.
1. Assist regional manager with administrative functions
• Organize RM’s meetings
• Manage RM’s diary
• Organize travelling and accommodation arrangements
• Handle RM’s and the sales team’s claim requests
• Assist with rationalization
• Assist with all budgetary expenditure payment requests
• Handle all sponsorship requests (internal and external)
• Liaise with staff and clients
2. Administrate correspondence and documentation
• Type and draft documentation e.g. reports and presentations
• Manage all correspondence for manager and sales team
• Assist with drafting and placing of advertisements for sales force
• Manage all brokers and reps bridging, advances and cancellation applications
• Prepare documents for meetings, this includes photocopying documents, writing and distributing minutes
• Manage all incoming and outgoing phone calls
3. Administrate systems and equipment
• Keep filing system up to date
• Keep electronic backup system up to date
• Keep follow-up system related to deadlines, documentation, and feedback up to date
• Keep office and computer equipment inventory up to date
4. Assist with external projects and public relations matters
• Organize and manage all social events and team buildings
• Order promotional items for projects etc. in region
• Manage and control all commission deductions of sales force
• Assist head office with all human resource related issues of sales force and staff – on request
• Handle enquiries and communication with external organizations
• Ensure payment of all service providers
• Manage and prepare documentation for projects
• Attend ad hoc meetings – on request
• Manage and control all vehicles reports for region
• Assist with managing all external franchises
Requirements
FORMAL EDUCATION
• Matric
• Diploma in Office Administration or Secretarial/relevant
TECHNICAL/LEGAL CERTIFICATION
• RE 5 (as an advantage)
EXPERIENCE
• 2 Years’ experience as a Personal Assistant
• Atleast 2 Years’ experience in the Insurance Industry
Description
Activation of Premiums
Premium Collections
Premium Retention
Quality and Profitability of Allocated Worksites / CSO
– Business Retention Rate
– 80% – Policy Recovery Rate
– 85% – NTU < 5%
– Lapses <5%
– Cancellations < 5%
– Premium Un Paid 5%
Customer Retention
Requirements
FORMAL EDUCATION:
EXPERIENCE:
SKILLS:
Description
1. Manage Regulatory Requirements
• Approve or Decline manager approval cases
• Trend analysis on manager approval cases and recommendations
• Assist manager with the identification and resolution of problems
• Allocate work to the QA admin to communicate with the Sales Agents on the resubmissions
• Investigate and evaluate the reason/s for the failure of the policies
• Ensure that all manager approval ,correspondence and resubmissions are all finalized at month end
• Compile manager approval report weekly/monthly
• Compile and monitor monthly correspondence and resubmission cases report though out
• Conduct QA related training (Resubmission training and understanding of complex feedback from New Business)
• Identify anomalies in new policy applications and escalate to the relevant stakeholders
• Ensure quality of own work, minimize mistakes and continuously improve on quality and standards
• Provide employees and management with a coaching feedback report.
• Review clients on QC tools
• Assist with fatal error meetings/ reporting etc
• Implement QA strategy, processes and monitor the QA targets
• Ensure the performance of staff with regards to QA.
• Assist in compiling the Channel’s scripts and assessments sheets.
• Ensure compliance adherence through quality control and verification.
• Investigate and compile feedback on Audit / Compliance findings.
• Keep the team abreast with relevant compliance matters.
• Ensure Agents fit and proper requirements are in adherence. 70%
2. Manage the Market Conduct Requirement
• Promote and drive fair treatment of clients during Sales.
• Verify the adherence of the Agents supervision.
• Authenticate the adherence of the completion of the FNA conducted and Completion of ROA through sampling of application forms.
• Investigate all the departmental complaints and provide suggestion. 10%
3. Assessment and Training Management
• Sample Agents calls and ensure that are in line with the set script.
• Assist in identify gaps and provide suggestion to achieve set assessment target.
• Assist in identify risks, action plans and monitor the progress thereof.
• Monitor and identify objection handling training, or any QA related training provide input.
• Train (with the input of the production supervisor) the new staff to ensure they reach set QA / Production targets. 5%
4. Trend Reviews and Reporting
• Conduct internal checks to ensure they comply with Company set QA rules and compliance standards.
• Investigate unmet percentages / NTU ratios and provide input.
• Conduct analysis on QA / production / lead volumes / call ratios and conversion ratios.
• Contribute on how to improve overall performance and production of the team.
• Make suggestions on how to improve overall performance and production of the team. 15%
TOTAL 100 %
Requirements
Knowledge and Skills
Formal Education
• Matric
• FSCA Recognised Qualification
Technical/Legal Certification
• RE 5 (Representatives)
• RE 1 (Key Individuals)
• CPD Points
• Compliance Certificate (Advantage)
• COB
Experience
• 2 Years’ Experience in Quality Assurance in an Outbound Call Centre Sales Environment (Insurance Industry)
• 2 Years’ Call Centre Management experience
• Registration as a Key Individual
• Experience in Long-term Insurance subcategory A and Long-term Insurance subcategory B1-A
Description
Coordinate printing requests
Coordinate binding requests
Coordinate postage
Manage printing equipment
Requirements
Formal Education:
Experience :
Description
Provide professional secretarial, administrative & support to the WDC team.
1. Co-ordination of departmental communication
• Liaise between managers, team and other teams
• Follow-up on responses and reports from managers
• Handle and screen all incoming telephone calls and respond appropriately
• Attend to normal telephonic enquiries
• Manage in- and outgoing faxes
• Manage in-and outgoing post
• Department communication
• Coordination of training and orientation
• Periodically provide systems training to newly appointed managers
2. Perform secretarial duties and administration
• Manage the Heads diary
• Prepare, manage and control the departmental budget
• Prepare, manage and consolidate reports on S-drive
• Responsible for the managing the liaison with Marketing and Sales Support Intelligence (MSSI) and the Human Resources Department
• Prepare documentation e.g. reports, presentations and memos
• Assist with the collation of supervision documents to ensure records are submitted to Head and HR on time (CPD, Digisus, Signify deadline)
• Draft letters
• Distribute documentation e.g. reports and memos
• Compile and co-ordinate departmental events
• Photocopy documents
• Liaise with internal and external stakeholders and executives, directors, committee members and others, where appropriate
• Assistance with the organisation of internal and external meetings prior to and during the event
• Coordinate arrangements for visitors, as necessary
• Preparation for meetings: Preparation of meeting packs (agenda, minutes and other required material)
• Take minutes at meetings and distribute minutes where necessary
• Make travel and accommodation arrangements when required
3. General office administration
• Maintain files and record keeping systems
• Order appropriate stationary for office
• Ensure office have sufficient groceries
• Ensure photocopier- and fax machine is in working order for all to use
• Logging of Service Desk requests to the Facilities and IT departments
• Ensure payment of all service provider
• Assist with adhoc duties
Requirements
FORMAL EDUCATION
• Matric
• Secretarial Diploma
TECHNICAL/LEGAL CERTIFICATION
• Advanced MS Office Outlook, Excel, Word, PowerPoint (Intermediate)
EXPERIENCE
• 2 years as a PA/Admin Support
Closing date: 15 July 2024
Description
Development, Review and Implementation of the Prospecting and Business Development Strategy of Incub8 with Assupol.
1. Prospecting and Business Development Strategy development and implementation
• Development of a 5-year Prospecting and Business Development Strategy in line with the Company Strategic Objectives and Roadmap, that addresses.
o Strategies aimed at growing the market share of existing Prospecting and Business Development Outputs,
o Strategies aimed at addressing identified opportunities emanating from market and competitor research,
o Strategies aimed at addressing threats to the organisation that emanate from the macro-economic environment as well as competitor strategies,
o Performance expectations of the set Strategy in line with the Strategic Targets of the Organisation;
• Implementation of the 5-Year Prospecting and Business Development Strategy throughout the Company with clear measurable KPIs that address the Company’s Strategic Objectives and Roadmap;
• Performance of a periodic review on the performance against strategic objectives and identified KPIs;
• Performance of an annual review of the 5-year Prospecting and Business Development Strategy;
• Review and report on the strategic performance of the department at relevant Committees and Forums.
2. Oversee the Prospecting and Business Development Operations (Including Prospecting and Business Development Budget Targets)
• Setting of Prospecting and Business Development expectations of the Company including setting out initiatives aimed at achieving desired expectations;
• Setting of Diversification Targets of the Company addressing the targeted clientele of the Company;
• Setting of Digital enablement targets of the Company including that of Cell Captive Businesses;
• Setting of qualitative objectives of the prospecting and business development operations of the Company and of Cell Captives, that address
o Client Experience enhancement at point of sale
o Client retention initiatives
o Cross-selling and up-selling objectives (with targets)
o Embedding of the practice building culture within all distribution channels
o Skills transfer initiatives for Cell Captive owners in line with the strategic objectives of the Company;
• Direct the development and implementation of Growth Prospecting and Business Development initiatives of the Company;
• Direct, manage and oversee all activities relating to the Independent Business Consultants of the Company;
• Direct, manage and oversee all activities relating to intra-Group Prospecting and Business Development operations of the Company i.e. Key Account Management etc.;
• Review and report on the performance of the prospecting and sales operations at relevant Committees and Forums.
3. Compile and Oversee the budget and resource allocation of the Prospecting and Sales Department
• Oversee the overall budget compilation process of the Prospecting and Business Development Department;
• Oversee the overall resource allocation process of the Prospecting and Business Development Department;
• Oversee and ensure that all Budget and Resource allocations are performed in line with the approved expense management parameters;
• Compilation and management of the Executive Head: Business Development Office budget in line with the approved expense management parameters; and
• Review and report on the budget and resource allocation performance of the Prospecting and Business Development department at relevant Committees and Forums.
4. Management of the Departments Governance, Audit, Risk and Compliance processes and requirements
• Serve as Chairperson of all Prospecting and Executive Head: Business Development Committees, unless delegated;
• Collaborate with external Departments, including outsourced functions, to ensure that the Governance, Audit, Risk and Compliance posture of the Department, including Cell Captives, is sound;
• Co-ordinate all External and Internal Audit processes within the Department, including Cell Captives, and manage the implementation of all management actions;
• Oversee the review of the Departments Risk Register and Key Risk Indicators, including Cell Captives, and oversee the implementation of all management actions;
• Ensure Departments, including Cell Captives, compliance with all Regulatory requirements pertaining to distribution, including Cell Captive Businesses;
• Overseeing the overall market conduct of the Department, including Cell Captive Businesses, and take corrective action (where required); and
• Review and report on Departments performance, including Cell Captives, to ensure that the Governance, Audit, Risk and Compliance posture of the prospecting and sales department at relevant Committees and Forums.
5. Development and Management of Key Stakeholder Relationships
• Development of a Stakeholder relationship plan relevant to the Prospecting and Business Development Department in line with the Overall Stakeholder relationship strategy;
• Implementation of the Stakeholder plan of the Department;
• Management of key stakeholder relationships relevant to the Department;
• Review and report on the Stakeholder management performance of the prospecting and sales department at relevant Committees and Forums.
6. Reporting obligations
• Monthly reporting to the Incub8 with Assupol Executive Committee;
• Monthly reporting to the Assupol Holdings Executive Committee (where invited);
• Quarterly reporting to Incub8 with Assupol Board;
• Quarterly reporting to the Assupol Investment Holdings Board (where invited)
• Quarterly reporting to the Assupol Holdings Board Committees (where invited)
• Quarterly reporting to the Assupol Holdings Board (where invited)
Requirements
FORMAL EDUCATION
• Relevant Degree
TECHNICAL/LEGAL CERTIFICATION
• RE 5
• RE 1
EXPERIENCE
• 10 years in Long-term Insurance sales
• 8 years in Sales Management (Long term)
All the best with your applications.
To apply, click on the link at the end of the posts and all the…
To apply, click on the link at the end of the posts and all the…
To apply, click on the link at the end of the posts and all the…
CLOSING DATE : 05 May 2026 at 16:00 NOTE : To apply, submit a completed…