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Call Centre Agents (Menlyn)
Reference Number
CA:1
Description
1. Market products and achieve sales target (TCF)
- Sell policies (in and out bound)
- Apply product knowledge
- Capture policy on system
- Attend to client queries
- Process amendments on policies
- Responsible for own policy retention
2. Fit and Proper Requirements
Adhere and comply to FSB board notice in terms of FAIS
Requirements
Formal Education:
- Matric
Call Centre Certificate
Technical/Legal Certification :
- RE 5 (Advantage)
- Registration as an Employee Representative (Advantage)
- Recognised qualification as per FSB (Advantage)
Experience:
- 1 Years’ Experience as a call centre agent (outbound)
- Insurance Industry
Client Services Administrator: Branch Administration (Emanguzi)
Reference Number
CSA: Emanguzi
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)
Broker Consultant (Pietermaritzburg)
Reference Number
BC3
Description
Main Outputs and Responsibilities
1. Develop and maintain sales and marketing plan
• Develop and implement an integrated sales & marketing plan
• Review progress and compile report on progress made
2. Recruit Brokers
• Grow distribution channel by sourcing and selecting appropriate brokers
• Prepare and present appropriate documentation of Brokers for the CCC
3. Provide support to brokers
• Ensure brokers are equipped with sufficient 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
4. Offer training to brokers and their sub-agents
• Facilitate product training
• Facilitate any other form of training that will enhance the broker’s production
• Keep record of training interventions
• Forward all relevant training info to Head Office
5. Identity and develop new and current markets
• Identify 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
6. Maintain production targets and retain business
• Identify and develop new markets
• Ensure and monitor set production targets are achieved
• Maintain business retention
Requirements
Knowledge and Skills
Formal Education
• Matric
• Diploma/Degree/Long Term Insurance qualification (a qualification that is recognised by the FSCA)
Technical/Legal Certification
• Regulatory Examination Level 1: Representatives
• Regulatory Examination Level 1: Key Individual (Advantage)
Experience
• 2 years Project Management
• 2 years’ experience in the Long-Term Insurance industry
• Atleast 1 years advice and intermediary experience in category A,B,C and retail benefits
• 1 year’s management experience in the insurance industry
COMPETENCIES
KNOWLEDGE
Life Industry
Legislation FAIS, NCA, FSCA, LTIA
Financial Management Products
SKILLS
Communication Verbal and written
Presentation
Research
Network
Facilitation
Coaching
Recruitment
Marketing
Report Writing
Planning and organising
ATTRIBUTES
Perseverance
People centric
Broker Consultant (Empangeni)
Reference Number
BC2
Description
Main Outputs and Responsibilities
1. Develop and maintain sales and marketing plan
• Develop and implement an integrated sales & marketing plan
• Review progress and compile report on progress made
2. Recruit Brokers
• Grow distribution channel by sourcing and selecting appropriate brokers
• Prepare and present appropriate documentation of Brokers for the CCC
3. Provide support to brokers
• Ensure brokers are equipped with sufficient 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
4. Offer training to brokers and their sub-agents
• Facilitate product training
• Facilitate any other form of training that will enhance the broker’s production
• Keep record of training interventions
• Forward all relevant training info to Head Office
5. Identity and develop new and current markets
• Identify 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
6. Maintain production targets and retain business
• Identify and develop new markets
• Ensure and monitor set production targets are achieved
• Maintain business retention
Requirements
Knowledge and Skills
Formal Education
• Matric
• Diploma/Degree/Long Term Insurance qualification (a qualification that is recognised by the FSCA)
Technical/Legal Certification
• Regulatory Examination Level 1: Representatives
• Regulatory Examination Level 1: Key Individual (Advantage)
Experience
• 2 years Project Management
• 2 years’ experience in the Long-Term Insurance industry
• Atleast 1 years advice and intermediary experience in category A,B,C and retail benefits
• 1 year’s management experience in the insurance industry
COMPETENCIES
KNOWLEDGE
Life Industry
Legislation FAIS, NCA, FSCA, LTIA
Financial Management Products
SKILLS
Communication Verbal and written
Presentation
Research
Network
Facilitation
Coaching
Recruitment
Marketing
Report Writing
Planning and organising
Sales Manager (Parow)
Reference Number
SMWCP
Description
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
Administrator MSSI (Menlyn)
Reference Number
Administrator MSSI: 2
Description
1. Comply with FAIS Regulation
• Comply with Marketing Sales Administration manual in accordance with legislative, industry and regulatory body requirements
• Screen and select candidates effectively and efficiently and provide feedback to Sales Managers
• Comply with FIT and Proper requirements for new recruitments
• Update appointments and terminations on the FSB register within required time frame
• Conduct bi – annual accreditations on products, legislations, code of conduct and FIT and Proper status and issue updated disclosure letters
• Maintain record keeping on all intermediaries and render support to Sales
2. Validate appointments of Representatives and Juristic Representatives
• Receive information from GSDM for appointments or terminations and action accordingly
• Follow up on all incomplete documentation and send back to relevant parties before pre-approval of appointments
• Pre-approve new appointments (Criminal, ITC, Fit & Proper Requirements & FSB Register)
• Identify candidates for training for Assupol Life
• Process issuing contracts, disclosure letters and code of conducts to representatives and juristic representatives
• Ensure that all contracts are signed properly before scanning and filing
• Update the appointment and termination spread sheet for uploads to FSB
• Coordinate bridging allowances to representatives within required time frame
• Recon appointments on production yearly
• Recon Group Scheme reps on a monthly basis by comparing commission with production
3. Assist Manager with debarment processes and procedures (TCF)
• Contribute in Identifying undesirable practices and report it to Manager or Compliance Officer
• Assist with debarment and suspension of an agent/ broker when found guilty
• Add debarred representatives to appointment and termination spread sheet for uploads to FSB
• Liaise with legal for letters on termination of broker and rep agreements and place on file
4. Comply with Supervision Processes
• Provide monthly supervision feedback reports to Manager
• Update supervision records on a continuous basis
5. Co-ordinate Training and Awareness on FAIS (Fit & Proper Requirements)
• Create awareness in Assupol Group of Companies with fit & proper requirements (TCF)
• Develop, educate and enabling healthy and business orientated compliance culture on policies and procedures for Sales Administration
6. Check FSB Register
• Check on a monthly basis if representatives or juristic representatives or group schemes are registered on the FSB
• Inform Manager or Specialist if not yet registered, removed or debarred
7. Provide support to Sales Team
• Liaise with various departments to support Sales Team on processes and procedures
• Contribute in providing standard presentations to representatives to Sales Managers and Representatives
• Distribute marketing material to sales team
• Update accreditation and newbus within 1 day of request
• Update Mobi site details within 2 working days of request
8. Record keeping
• Compile a file for each representative according to checklist provided
• Records should be easily available within 7 working days of request
• Ensure updated information and records are filed and electronic filing and backup exist
• Provide new files for external scanning
Requirements
FORMAL EDUCATION
• Matric
TECHNICAL\ LEGAL CERTIFICATION
• RE5 (advantage)
• 120 Credits on NQF 5 (Wealth Management) (advantage)
EXPERIENCE
• 1-2 year’s Sales Administration
Specialist: Compliance (Port Elizabeth)
Reference Number
SC10
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
Senior Clerk: Field Broker Support (Parow)
Reference Number
SCFBS: Parow 1
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
Senior Sales Development Consultant (Modimolle)
Reference Number
SSDC Modimolle
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 Course
– 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
We wish you all the best with your applications
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