31 Insurance jobs in Gauteng on Job Mail

• Ensure systems are set-up to assist the CEO to manage operations of the company in ways consistent with strategic goals and performance targets.
• Monitor operational status report progress against performance targets and assist CEO to deploy remedial actions as required.
• Assist the CEO to review and appraise performance management of direct reports
• Responsible for Stakeholder Management
• Interface on behalf of the CEO with Executive Management members and key
• stakeholders
• Assist in the formulation of the company's position on industry bodies such as: the FSB, Asisa and FSC.
• Assist in communicating company's position to the various organizations indicated above.
• Represent CEO and Executive Director: Sales at meetings and events
• Prepare presentations and speeches
• Compile reports for e.g. Exco, Board Meetings etc.
• Analyze Data and manage the administrative functions
• Provide support to the Executive Director: Sales
• Ensure transformation within the organization

• Degree: Business Management/Project Management/relevant
• Masters Degree (Advantage)
• 5 - 6 years management of Life Insurance/Financial Services Operations of which 3 - 5 years includes strategic management
• Experience in stakeholder management
• Advanced proficiency in MS Word, MS Excel and MS Outlook
• Proficient in SQL
• Excellent analytical, problem solving and communication skills
• Strong synthesis and top-down communication approach
• Ability to influence and negotiate key stakeholders internally and externally
• Comfortable with ambiguity and change
• Data analysis skills
• Strong drive and commitment
• Required to Travel
• Valid Driver's License
• Own Vehicle

1. Identify and maintain worksites

• Stakeholder management and engagement both internally and externally.
• Business development and unearthing of new sales and business opportunities.
• Identify and facilitate up and cross-selling opportunities within the Group.
• Undertake appropriate planning for new and existing worksites.
• Co-ordinate and direct sales and market initiatives.
• Conduct market research and provide guidance in terms of current and future business opportunities.
• Ensure adherence to legislative requirements, and worksite processes, procedures and policies.
• Implement agreed initiatives to achieve production targets and deliverables.
• Acquisition of new worksites - guided by defined client profile and strategy.
• Manage and monitor activities at worksites.
• Implement retention initiatives at worksites.
• Quality and relationship management at worksites.
• Develop and implement sales strategy for each worksite.
• Implementation of retention strategies and service models.
• Resource allocation and management.
• Successful implementation of Key Account Management strategy.
• Full compliance to legislative requirements

• 3-5 years' experience in the Insurance Sector or Financial Services Industry, preferably within the worksite marketing environment.
• Market and business development experience
• 1 -2 years Sales management experience
• 2 years Internal and External Client Networking
• 2 years Key Account Management and Marketing experience.
• 2 years Stakeholder management
• RE 5
• Matric
• 3-year tertiary qualification (Business/Commercial/Management/Marketing)

1. Contribute to the efficient and effective functioning of Compliance Function

• Assist manager to ensure that compliance function follows law and industry and regulatory body requirements
• Promote prevention of legal and regulatory risk in the company (TCF)
• Maintain efficient and effective operations in Compliance
• Validate that policies and procedures with regards to Compliance Function are being adhered to. (TCF)
• Oversee the debarment processes are being adhered to within the Group

1. Attend to regulatory and client complaints (TCF)

• Assist with investigation of regulatory and client's complaints (Ombudsman cases)

1. Responsible for Compliance Monitoring and Reporting

• Monitor compliance risk, policies and procedures at Head Office and branches of Assupol Group
• Complete monitoring reports for Compliance Manager
• 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)

1. Provide Training and Awareness on Compliance Matters

• Create awareness in Assupol Group of Companies with law requirements (TCF)
• Inform employees about relevant compliance matters
• Develop, educate and enabling healthy and business orientated compliance culture

• Matric
• Legal Degree/relevant
• LLB Degree
• Admitted Attorney
• Compliance Certificate
• 2-3 years' experience in Risk management and Compliance
• 2-3 years Insurance Industry experience

• Assisting Compliance Manager to analyze, monitor and track regulatory risk indicators
• Assisting Compliance Manager with the drafting of compliance related policies, agreements and memoranda regarding Market Conduct
• Assisting Compliance Manager in ensuring compliance to all relevant regulatory requirements identified
• Assisting line management with understanding the various requirements to comply with all applicable legislation, regulations etc. across business activities
• Ensuring the continued flow of information, updates and advise to various Line managers on new legislative changes and the impact thereof on the business and ensuring that management understand the risks to the business
• Building and maintaining strong relationships with all the applicable Regulators
• Identify non-compliances as to identify potential risks
• Drafting final reports in respect of compliance monitoring to line management
• Follow up on identified risks, trends and corrective action to be taken by the relevant stakeholders
• Identify opportunities to improve or enhance business processes
• Proactively consult with management to align market conduct requirements to current and future business activities
• Support Compliance Manager in preparing an annual compliance monitoring plan based on high risk areas.
• Identify training needs through monitoring and other methods
• Develop training material to address identified needs
• Provide training on identified needs and on relevant regulatory requirements that impact the employees.

• 2 - 5 years' experience
• Qualification in law (LLB or equivalent) is required
• Post-qualification legal experience in compliance and / or corporate governance will be an advantage
• Long-term Insurance (or financial services) regulatory knowledge
• Experience in Regulatory Compliance (Financial Advisory & Intermediary Act, and Long-term Insurance)
• Experience in Financial Sector Regulation Act (Advantage)
• Knowledge of the Financial Intelligence Centre Act, National Credit Act and Protection of Personal Information Act
• RE1
• Member of CISA will be an advantage

1. Contribute to the efficient and effective functioning of Compliance Function

• Assist manager to ensure that compliance function follows law and industry and regulatory body requirements
• Promote prevention of legal and regulatory risk in the company (TCF)
• Maintain efficient and effective operations in Compliance
• Validate that policies and procedures with regards to Compliance Function are being adhered to. (TCF)
• Oversee the debarment processes are being adhered to within the Group

1. Attend to regulatory and client complaints (TCF)

• Assist with investigation of regulatory and client's complaints (Ombudsman cases)

1. Responsible for Compliance Monitoring and Reporting

• Monitor compliance risk, policies and procedures at Head Office and branches of Assupol Group
• Complete monitoring reports for Compliance Manager
• 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)

1. Provide Training and Awareness on Compliance Matters

• Create awareness in Assupol Group of Companies with law requirements (TCF)
• Inform employees about relevant compliance matters
• Develop, educate and enabling healthy and business orientated compliance culture

• Matric
• Legal Degree/relevant
• LLB Degree
• Admitted Attorney
• Compliance Certificate
• 2-3 years' experience in Risk management and Compliance
• 2-3 years Insurance Industry experience

1. Contribute to the efficient and effective functioning of Compliance Function

• Assist manager to ensure that compliance function follows law and industry and regulatory body requirements
• Promote prevention of legal and regulatory risk in the company (TCF)
• Maintain efficient and effective operations in Compliance
• Validate that policies and procedures with regards to Compliance Function are being adhered to. (TCF)
• Oversee the debarment processes are being adhered to within the Group

1. Attend to regulatory and client complaints (TCF)

• Assist with investigation of regulatory and client's complaints (Ombudsman cases)

1. Responsible for Compliance Monitoring and Reporting

• Monitor compliance risk, policies and procedures at Head Office and branches of Assupol Group
• Complete monitoring reports for Compliance Manager
• 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)

1. Provide Training and Awareness on Compliance Matters

• Create awareness in Assupol Group of Companies with law requirements (TCF)
• Inform employees about relevant compliance matters
• Develop, educate and enabling healthy and business orientated compliance culture

• Matric
• Legal Degree/relevant
• LLB Degree
• Admitted Attorney
• Compliance Certificate
• 2-3 years' experience in Risk management and Compliance
• 2-3 years Insurance Industry experience

Duties & Responsibilities

Job Overview:

You have had to put in the hard work, written the sales, made the money and have decided that you are now ready for the next step in your career. This means that you have made it to the role of Team Lead. So, what does it really entail?

Well among many other things, a Team Lead is the first step in anyone’s leadership career, and this means that it is a huge step. It means going from the top of the sale floor to the bottom of leadership, having to prove yourself all over again. It means being production-driven in the day and getting to your admin at night, and it means long hours and late nights.

Team Leads are the face of the Group to the consultants in their team and this means that they have to be the most culturally driven individuals on the floor, setting the pace, leading from the front, always. So, if it such hard work, what is in it for you? It will be the position when you get the most hands-on exposure and experience, where you really learn what it takes to make other people great, where you put in the grind because you know you know you are working for a better tomorrow.

This position is driven by targets and results, and we believe you have what it takes to take on this challenge. This is the start of your growth, of your future. No one says it will be easy, but everyone says it will be worth it.

Below are the items you will be responsible for, learn them and learn to love them!

Responsibilities and Duties

Culture:

Team Leads are responsible for driving the culture on the floor and across the floor, for setting the right example, and ensuring everyone is bleeding the brand. Some things to help build this and which you will be required to do include:

• Being each consultants’ biggest supporter; believe in your consultants more than they believe in themselves.
• Ensuring positivity and drive at all times.
• Building a team wolf cry.
• Building competitions against other teams on the floor and hyping these up.
• Focus on giving impactful and valuable morning motivation.
• Keep the music on the floor pumping to drive the right vibe through the floor.
• Host regular motivation sessions with your team throughout the day.
• Hold daily meetings with your team to discuss positives and areas for development.
• Serve as a mentor for all consultants.

Dealer Books:

Team Leads need to focus on how their teams build and manage their dealer books, as getting this right makes everything else that much easier. This entails:

• Ensuring the quality of all dealer books is up to the standard required.
• Driving obtaining F&I’s more than salesmen.
• Approving all dealers being added to each book (ensure quality before doing so).
• Calling partners where needed and as per processes put in place and at a Manager’s request.
• Implement any policies and procedures relating to dealer books requested by Management.
• Assist consultants with building and fostering better relationships with their partners, by:

• Creating weekly mail/WhatsApp templates for consultants to send out.
• Oversee that all material being sent to partners is correct and valuable.
• Provide daily topics they can use to discuss with their partners.

• Rebuilding dealer offerings for approval by Management.

Dealer Book Handovers:

Team Leads are responsible for managing the handovers of all dealer books when consultants leave to ensure that we do not lose any business. This entails:

• Following the process that has been implemented.
• Driving the actual handover itself.
• Implement the plan provided by the Manager of the department.
• Be active in the process by calling dealers yourself.
• Ensure everything necessary is done to achieve the targets of that book and the those of the consultant/s taking over.

Performance Management:

Team Leads are responsible for managing the performance of all their consultants to ensure they are producing at the levels that they need to be. This entails:

• Providing all training necessary to ensure you have given each consultant as much as you possibly can.
• Spend time with each consultant and sit with individuals daily to provide live training and assistance with whatever they need help with but especially contacting dealers.
• To provide leadership and to supervise the consultants within your team and by managing their performance in accordance with B-Sure’s policies, values and business practices.
• Ensure all members of the team are confident in their skills regarding communication with dealers, maintaining relationships to generate leads, as well as any other skills needed through the use of trainings or coaching methods.
• Ensure all members of the team are confident in their skills regarding sale structure, engagements with clients, the quotation process, and any other skills needed to close the client through trainings or coaching methods.
• Keep your consultants motivated, help them to push that much more to reach where they need to be.
• Mentor and develop consultants and create clear and measurable goals that drive performance.
• Ensure you are spending time outside of the office to build plans, engage with staff, keep the team driven and productive.

General Tasks:

There are a number of general tasks that Team Leads need to fulfil. Remember, focus on production during the day and do anything that can be done outside of this at home in the evenings. Some general tasks include:

• Identifying any instances of fraudulent activity on the floor and reporting it appropriately.
• Driving rectifications to ensure they are done and staying with your team to make sure they are done properly.
• Driving non-deliveries to ensure they are done and staying with your team to make sure they are done properly.
• Building and updating an active working roster and manging staff accordingly.
• Building and presenting at Production Conference.
• Monitoring statistics (hourly, daily, monthly, or when needed).
• Maintain and constantly investigate ways to improve quality results by adhering to standards and guidelines and recommending improved processes and/or procedures to Management.
• Ad-hoc functions which may involve an element of training or performance management for specific employees, performance reports, mentorship, KPI’s per department need to be done every month, etc.
• Involvement with recruitment by being involved in the interview process through conducting 2nd Tier interviews.
• Participate in educational opportunities to enhance your own knowledge base.

Desired Experience & Qualification

Key Competencies

• Communication Skills: Ability to articulate information, interact with people, and establish rapport.
• Taking Action: Capable of recognising the need for action, considering possible risks and taking responsibility for results.
• Decision Making: Capable for making decisions timeously and taking responsibility for the consequences.
• Performance Driven: Ability to be motivated to take action, seize opportunities and pursue goals.
• Leadership Skills: Capacity to make decisions, direct people and empower individuals.
• Teamwork: Capacity to cooperate with others to work towards a common goal.
• Building Relationships: Capacity to establish constructive and effective relationships.

Package & Remuneration

R 20 000 - R 30 000 CTC pm.

Duties & Responsibilities

Job Overview

• Setting out targets and assigning clients to team at the beginning of the day.
• Training of new team members.
• Daily and monthly statistics.
• Providing monthly KPI feedback and providing the necessary training, guidance and motivation to all staff and underperformers where necessary.

Responsibilities and duties

• Set out targets for each employee and allocate them their clients on a daily basis.
• Send monthly statistics to Manager at the end of each month (Monthly cancellations, net fall off, lapse ratios, etc.)
• Speak to clients regarding issues that are brought to the Ombudsman’s office.
• Performing audits of sales calls when needed.
• Acting as the link between HR, other departments, and Retentions.
• Training of new consultants joining the team as well as refresher and requested training on products, scripts, and systems as and when needed.
• Training bottom performers when the need arises.
• Carrying out the monthly performance management (KPI) process to rate each employee’s performance and providing feedback to employees of their strengths and development areas on a monthly basis.
• Assisting with and resolving all QA issues.
• Guiding and assisting team members with live Retentions calls.
• Responsible for daily stats sent out at 11am, 3pm and 5pm and close off reports.
• Present at production conference to Management and present in Managers Conference when required.
• Assist with interviews for new hires upon request.
• Respond timeously to all mails directed to you, and if unable to assist you are responsible to ensure it is escalated to management in due time.
• Responsible for planning work rosters and being staffed correctly for all Retentions shifts, keeping in mind the needs due to product and language specifications.
• Responsible for tracking and liaising with HR regarding employees’ basic salaries, bonuses and commission.
• Accountable for staff absenteeism and general adherence to the company’s Code of Conduct.
• Responsible for tracking and liaising with HR regarding the issuing of warnings.
• Daily motivation and general inspirational meetings with team to ensure morale is always in line with B-Sure’s culture.
• Providing constant guidance to staff, especially underperformers, to increase morale.
• Compulsory attendance to all Company related events.

Monthly ILD bookings and distribution to team

Desired Experience & Qualification

Key Competencies

• Flexibility and Adaptability: Adapts to change, handles pressures and adjusts plans to meet changing needs.
• Communication Skills: written and verbal: the capacity to clearly present information.
• Managing Self and Others: Capacity to plan, organise and control both own and others’ working environment by setting appropriate priorities and achieving set objectives within a given time frame.
• Taking Action: Capable of recognising the need for action, considering possible risks and taking responsibility for results.
• Decision Making: Capable for making decisions timeously and taking responsibility for the consequences.
• Performance Driven: Ability to be motivated to take action, seize opportunities and pursue goals.
• Multitasking Ability: Judge different work activities and shift attention from one task to another. Ideally, one needs to be able to meet the demands of several different tasks/stakeholders without dropping the ball.

Package & Remuneration

R 20 000 - R 30 000 CTC pm.

PURPOSE STATEMENT

The goal is to enable learners to acquiring knowledge, skills and competencies in an effective and learner-centred manner. Create and develop courses or programms, redesign courses and create learning material.

MAIN OUTPUTS AND RESPONSIBILITIES FOR THIS POSITION

Conduct analysis

• Be aware of the learning environment and possible restrictions
• Work with subject matter experts to identify the learners’ learning needs
• Understand the learners, their knowledge level and skills level
• What is the scope, timeline an possible cost of the learning project

Design learning content

• Design an evaluation system to assess impact/ engagement
• Develop learning objectives for learning interventions
• Set entry requirements for learners
• Map phases of learning modules to required timelines
• Define flow and structure of learning modules

Development learning content

• Convert designs into actual learning tools
• Create supporting learning documents like facilitator guides, activity
• guides and media
• Select most appropriate delivery method for learning modules
• Create learning material to cover all objectives /goals of
• training design processes

Implement learning content

• Ensure learning material is available to learners and conduct said learning
• Train others on how to deliver learning material
• Assess students
• Gather evaluations from learners and other stakeholders

MAIN OUTPUTS AND RESPONSIBILITIES FOR THIS POSITION

• Evaluate learning content
• Assess performance of learning design and development of learning material
• Revise learning material based on feedback from program reviews
• Explore new innovations in both learning design and development

Maintenance

TCF

• Update and maintain existing study material
• Evaluate existing learning material, courses, and programs
• Sustain TCF principles in maintenance of existing studying material
• Treat clients fairly when designing and developing learning material, courses, and programs

KNOWLEDGE AND SKILLS

FORMAL EDUCATION

• Matric
• Instructional design degree or course
• Occupational Directed - Educational Training Development qualification

EXPERIENCE

1. Total – 2 years
2. 2 year – Instructional design

KNOWLEDGE

COMPETENCY DESCRIPTION

• See competency matrix – up to specialist level
• Presentation technology knowledge
• Understanding of virtual reality
• Solid communication
• Understand learning models
• Knowledge of Course development software and at least one learning management system
• Excellent knowledge of learning theories and instructional design modules

SKILLS

COMPETENCY DESCRIPTION

• Facilitate competency matrix – up to specialist level
• Project management skills
• Proven work experience in instructional design with instructional technology
• Visual design skills with the ability to storyboard
• Ability to write instructional text, audio scripts and video Scripts
• Learning technology experience
• Assessment development
• Lesson and program planning skills

ATTRIBUTES

COMPETENCY DESCRIPTION

• Facilitate competency matrix – up to specialist level
• People centric
• Working under pressure
• Visual and artistic talents
• Attention to detail
• Passion for knowledge

OTHER SPECIAL REQUIREMENTS

having a good knowledge and understanding of modern technology

You will be responsible for appointing a claims assessor where necessary, and appointing the appropriate service provider that will replace or repair the items claimed. The Claims Specialist is responsible for the full spectrum of the claims process (from registration to validation of the new claim, until finalization of the repair/ replacement and payment to suppliers).

• Matric
• FETC (Further Education & Training Certificate) in Short Term Insurance NQF 4 (150 credits)
• Higher Certificate in Short Term Insurance NQF 5 or higher is highly advantageous
• Successfully passed RE 5
• Minimum five years relevant work experience in Short-Term Insurance claim settlement (Marine & Engineering Claims).
• Must have Insurer experience.

You will be processing, validation, negotiation and payment of individual broker specific portfolio of both motor and non motor claims for both Personal Lines and Commercial classes of business.

Working closely with an allocated portfolio of brokers, the Portfolio Claims Specialist will trim and coach binder and outsource brokers to make claims validation determinations in line with the company's standard operating procedures within a defined mandate. The Claims Specialist will furthermore action all claims that exceed the Brokers' mandate.

The Portfolio Claims Specialist may furthermore assist with complex and high value claim determinations (for both Motor and Non Motor within both Personal Lines and Commercial classes of business.

The Claims Specialist will process, validate and negotiate all liability claims in line with the Liability SOP and Guidelines as well as work closely with the Portfolio Claims Manager on all litigation matters.

Minimum Requirements:

• Matric Certificate - Essential
• RE 5
• Higher Certificate in Short Term Insurance NQF 5 or Full Qualification NQF 4
• Class of Business Certification (Personal Lines and Commercial Lines)
• Must be compliant with FAIS Fit and Proper requirements with track record of working unsupervised.
• Ms Office
• Experience in liability and litigation matters
• At least 5 years relevant work experience in claims validations and settlement (Motor & Non Motor - Personal & Commercial Lines)
• Work experience within a licensed insurer
• Experience in making claims settlement with mandate exceeding R50 000

You will be trained to be a Technical Underwriter.

Must have:

• Matric
• RE 5
• FETC in Short Term Insurance NQF 4 (150 FAIS Credits)
• 2+ years experience in Commercial Underwriting
• MS Excel
• Excellent written and verbal communication skills in English
• Able to transfer documents from English into Afrikaans.
• Self confident able to do presentations

Customer Success Account ManagerRandburgR60000 CTC per month

Customer Success Manager

Division:

Account Management

Reports to:

Head of Vertical, Car Division

Main Purpose of Role

My Client is looking for a very talented Customer Success Manager who will be responsible for building and maintaining long-term and trusting relationships with their clients. Their clients are all top-tier businesses with large budgets and huge potential for growth.

The successful candidate will be responsible for managing a portfolio of assigned clients, they will develop and grow business from existing clients and actively seek new growth opportunities within their client base. Operate as the lead point of contact for all matters specific to their client base. They will oversee customer account management, including negotiating contracts and agreements, client relationship management, and maximizing long-term profit.

They believe in providing their clients with the best service possible and as such ensuring that their clients are happy and well looked after. It’s a key objective of the role.

Required Qualification and Experience

• Must have 5 – 7 years’ experience working as an Account Manager or similar
• Must have completed Matric and a 3-year BCom related qualification
• Must have 2 – 3 years car insurance experience
• It would be advantageous for the candidate to possess experience in:
  • B2C sales and marketing
  • Performance marketing
  • Call center lead management

Role requirements

• Optimize existing processes within the company and actively enhance all Customer Success initiatives
• Prepare regular reports of progress and forecasts of campaigns to all stakeholders and report internally on account status
• Monitor lead volumes, lead quality and overall campaign performance.
• Promote the product, upsell services and products within the brand image by promoting value creation whilst delivering an optimal customer experience
• Maintain a detailed understanding of our offering and services, assist customers with questions and suggest the best products for their needs
• Review customer complaints and concerns and seek to improve all aspects of the customer experience with the company
• Regular monitoring of client call center performance, i.e., must be able to perform regular call assessments and run incentives with client call centres to boost productivity skills

Skills Required

• Strong verbal and written communication skills
• Excellent interpersonal skills
• Financial/Commercial – understanding of financial metrics including profit and loss
• Good understanding of excel
• Relationship Management and experience managing Projects
• Demonstrable ability to communicate, present and influence key stakeholders at all levels of the business

Are you an accomplished Telesales Consultant with Long Term Insurance experience?

We want results driven Telesales Consutants who need to be exceptionally well spoken in English who have sold Long Term Insurance (funeral cover) to join our client's dynamic sales team situated towards Pretoria.

Responsibilities include:

• Handle inbound and outbound calls
• Sell funeral policies
• Work towards, achieve and exceed targets of 7-8 sales per day
• Capture policy details accurately
• Attend to client queries or complaints
• Amend policies
• Client / policy retention
• Objection handling
• Work within fit and proper requirements

Must have:

• Valid complete Matric
• Call Centre certificate
• RE 5 certificate (advantage)
• DOFA date and certificate
• 120 FAIS credits related qualification (advantage)
• No less than 2 years – Telesales experience in an Outbound environment selling funeral cover
• Target and incentive driven
• Excellent English communication
• Excellent objection handling