Assupol Vacancies

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

Senior Clerk: Field Broker Support (Polokwane)

Reference Number

SCFBS Polokwane

Description

To provide administrative support to the sales team in the region

1. Provide administrative support to the brokers & representatives
• Handling telephone enquiries from brokers & reps
• Prepare quotations for brokers and reps in the sales managers’ absence. 
• Verify the completeness of policy applications from brokers only
• Distribute correspondence to brokers and reps 
• Distribute and handle enquiries regarding commission statements

2. Administrate new business  
• Collate new business and distribute to various data capturers
• Distribute queries to various sales managers and/or brokers and reps in their absence
3. Provide general administration 
• Keep record and escalate Representatives and Brokers client services queries 
• Assist SM with general Admin Duties.
• Assist SM with Quarterly Meetings. 
• Order stationery and distribute to various sales managers 
• Daily production stats updates,
• Compiling of weekly car and office  marketer roster 
• Compiling weekly car usage stats and submitting to H/O
• Distribution of internal mail

Requirements

FORMAL EDUCATION

• Matric 

TECHNICAL/LEGAL CERTIFICATION

• Regulatory Examination Level 1: Representatives (Advantage)

 
EXPERIENCE   

• At least 2 year’s administrative experience 

Closing date: 19 August 2024

Administrator: Marketing Support & Sales Intelligence (Menlyn)

Reference Number

AMSSI: Menlyn

Description

Duties & Responsibilities:

Comply with FAIS Regulation

• Comply with Marketing Sales Administration manual in accordance with legislative, industry and regulatory body requirements
• Comply with FIT and Proper requirements for new recruitments
• Update appointments and terminations on the FSCA register within required time frame
• Conduct monthly checks and maintain Rep Register, Competence Register and compare records on the FSCA and MSA

Validate appointments of Representatives

• Ensure that the numeracy, language and e-assessment results are received
• Check if ID number is not blacklisted on MSA before proceeding with pre-approval checks
• Pre-approve new appointments (Criminal, ITC, Fit & Proper Requirements & FSCA Register)
• Supervisor to sign-off pre-approval feedback
• Identify candidates eligible for training
• Create a folder on the Marketing Admin and add the candidates eligible for training on the nomination list
• Training list to be submitted by the Supervisor to the Regional Learning Administrator/ Regional Learning Facilitator.
• Process issuing of contracts, supervision addendum, disclosure letters, appointment letters and FSCA and Assupol code of conducts to representatives
• Process contract as per classroom training attended.
• Appointment and disclosure letters to be signed-off by the Supervisor and Manager
• Update the FSCA representative register and in-house systems
• Coordinate bridging allowances to representatives within required due date and ensure that the correct bridging amount is provided.

Assist and support other departments with debarment process

• Contribute in Identifying undesirable practices and report it to Manager or Compliance Officer  
• Assist with debarment and suspension of  representative when found guilty
• Remove debarred representatives from FSCA representative register and in-house systems and ensure that the commission indicators are removed
• Liaise with the relevant departments for letters on termination of  representative agreements and place on file
• Provide Intermediary & Services with required documents for debarment process within 24 hours
• Provide Forensics with required documents for investigations within 24 hours

Comply with Supervision Processes

• Request monthly supervision reports from the Sales Manager
• Send monthly reminders to the Sales Managers
• Update supervision records on a continuous basis on in – house system and save the records on the S’drive in the representatives file
• Prepare and pack supervision files for new representatives rendering services under supervision and courier to the respective Sales Manager.

Compliance and Audit

• Provide the required documents within 24 hours
• Actions to be implemented as per the set date

Record keeping

• Maintain accurate and neatness of record keeping on all representatives.
• Scanning and filing of representative agreements, addendums, recruitment documents, qualifications, MIE consent form credit & crim checks etc.
• Send original files to Metro file in a box that is marked and update the Metro file list on the Marketing Admin SharePoint folder.

. Provide support to Sales Team

• Emails to be attended to within the same day in a professional manner
• Answer telephone calls within 3 rings
• Check and respond to telephone calls within the same day

Requirements

Formal Education

Grade 12

RE5 (advantage)

FSCA recognized qualification (advantage)

Experience

3 years’ experience in Sales

2 year’s Sales Administration

Office Administrator (Welkom)

Reference Number

Office Administrator: Welkom

Description

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)

Clerk : Facilities Operations Print Room (Menlyn)

Reference Number

CFO: Menlyn

Description

Operate printing  

• Printing is deliver timeously
• Spot checks on the printing is done correctly prior to delivery 

Operate binding

• Binding documents with quality and deliver timeously

Perform bulk postage

• Prepare all external letter for postage

Requirements

Formal Education: 

Matric

Experience:

• 6 months – Facilities management
• 1 year – Printing Equipment
• 1 year – Printing Operations 

Clerk: Quality Assurance (Menlyn)

Reference Number

CQA

Description

Listen to calls and providing management information

• Daily/weekly/monthly quality report audits
• Listen to non-sales calls and achieve set targets
• AIMS notes monitoring
• Lead and enquiry box management
• Call recording retrievals
• Provide feedback to management on findings.
• Identify risks and communicate this to management.
• Identify training needs and communicate that to management.
• Performing investigations and ad-hoc projects.
• Non advice or intermediary services.

Reporting

• Contribute to monthly / weekly quality reporting

Requirements

Formal Education:

Matric

Technical/Legal Certification:

• Relevant Qualification as per the FSB Board Notice – an advantage
• Regulatory Examination Level 1: Representatives (RE5) – an advantage.

Experience: 

• Excel reporting

Specialist: Compliance (Polokwane)

Reference Number

SC8

Description

Duties & Responsibilities

Contribute to the efficient and effective functioning of Compliance Function

• 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.

Responsible for Compliance Monitoring and Reporting

• Monitor compliance risk, policies and procedures at Head Office and branches of Assupol Group.
• Maintain the standardized monitoring procedure.
• Complete monitoring reports. 
• Provide overall compliance assistance, guidance and advice to Assupol Group of Companies.
• Contribute to the development of compliance risk management plans.
• Contribute to the completion of compliance reporting (internal and regulatory).

Provide Training and Awareness on Compliance Matters

• Create awareness in Assupol Group of Companies with legal requirements (TCF).
• Inform employees about relevant compliance matters.
• Develop, educate and enabling healthy and business orientated compliance culture.
• Regularly meet with stakeholders, including the regional managers of the specific business units to identify and address compliance risks.

Requirements

Formal:

Legal Degree/relevant

LLB Degree

Admitted Attorney (advantage)

Compliance Certificate (Advantage)

Experience:

2-3 years’ experience in Risk management and Compliance

2-3 years Insurance Industry experience 

Click here to apply

All the best with your applications.