21 Insurance jobs in Pretoria 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. 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

• Handling commercial claims including Heavy Commercial Vehicles claims from registration, right up until settlement
• Ensuring confirmation of cover has been completed correctly
• Reporting and handling of commercial motor and non-motor claims
• Communicate with clients, the responsible party, their insurers, solicitors, and various other parties involved in the claims process, by telephone and/or by written communication
• Ensure effective and timely claims management and settlement (in line with the SLA agreement)
• Adequate reserving of claims
• Assist with administrative functions and undertake special projects as and when requested
• To maintain the claims filing system effectively and efficiently – ensure all documents are renamed correctly
• To update client on the progress of the claim telephonically and via email
• Advise clients on general queries and claims issues
• Requesting payments correctly within mandate
• Handling of Compliments and Complaints according to the Compliments and Complaints Business Processes
• Ad hoc duties assigned by management from time-to-time
• Productivity:
• New Claims handled – 60 claims to be worked on per day

• Open Claims – No claims to be open 90+ days
• Management of Tasks – All tasks to be attended to within the 4 working hours SLA
• Closing of Tasks – Detailed notes are always to be left as to why the task is being closed
• Management of reminders – All reminders to be attended to daily
• Utilisation and management of notes – Detailed and accurate notes are always to be used
• Communication (telephone and e-mail) – Ensuring professional communication at all times
• Telephone calls – to be made and received on recorded lines. If your cell phone does not have the ability to record, you may not use it for work purposes
• Telephone messages – All messages need to be attended to within 1 working hours.
• Quality:
• Detailed and accurate notes are always to be used
• Accuracy of estimates – Ensuring the reserves held on claims are accurate and updated at all times
• Accuracy and quality of communication – Ensuring professional communication at all times
• Telephone etiquette - answering/making the calls correctly – Ensuring professional communication at all times
• Exceptions – To be attended too daily. Estimates, claims status and notes to be updated continuously to prevent additional exceptions
• Efficiency:
• Adherence to SLA (Delivering work within SLA) – All tasks to be attended to within the 4 working hours SLA
• Comebacks on work not done correctly the first time – Proactively minimising the amount of comebacks
• General Attitude – to be positive and a team player
• Operational:
• Product knowledge – Ensuring all noted processes are followed correctly
• Costing – Ensuring costing is updated and correct at all times
• Application of Processes – Ensuring all noted processes are followed correctly
• Situational Awareness – Ensuring that all possible problems are escalated to the team leader

Desired Experience & Qualification

• Clear Credit and Criminal Record
• Grade 12 certificate or equivalent Level 4 qualification issued by SAQA
• Relevant FAIS (150 crédits) & FAIS RE5 (compulsory)
• Short-term claims experience in Personal and Commercial Lines
• Minimum of 3 years working experience
• Minimum of 3-5 years in short-term industry
• Motor and Non-Motor experience
• Computer Literacy – MS Office: Work, Excel, Outlook – Intermediate Skill level
• Reliable transport

We are looking for an experienced individual to work as a Senior Client Service Consultant to join a long term insurance company with a big footprint in South Africa towards Pretoria

Responsible for offering clients accurate information regarding products and premiums

TCF

Data capturing

Policy retention

Attend to policy changes

Overcome objections from difficult clients

Must have:

Matric

RE 5

FAIS credits

DOFA

Must be within client service role for at least 1 year

Must have worked in long term industry for no less than 2 years'

Excellent English communication

Deadline driven

Admin driven

Great client relationship building and retention skills

Great persuasion skills

We are looking for an experienced Financial Planner / Advisor to work as a Senior Client Service Consultant to join a long term insurance company with a big footprint in South Africa towards Pretoria

Responsible for offering clients accurate information regarding products and premiums

TCF

Data capturing

Policy retention

Attend to policy changes

Overcome objections from difficult clients

Underwriting

Attend to broker queries

Reinstatements

Must have:

Matric

RE 5

FAIS credits

DOFA

Must be within client service role for at least 1 year

Must have worked in long term industry for no less than 2 years'

Excellent English communication

Deadline driven

Admin driven

Great client relationship building and retention skills

Great persuasion skills

Provide advice to clients

• Aid with demutualization enquiries
• Deliver correct/ accurate advice to customers on products; premiums (monthly); beneficiaries; payments (school fund, loans; life assured on policy; (TCF)
• Track on system/s
• Verify positive identification of client

Guide clients on cancelations

• Policy retention by proposing diverse options (loan, partial surrender paid up)
• Inform customers of processes involved as well as disadvantage/s of cancelations
• Follow cancelation processes and procedure/s as per customer (Refund if applicable)

Advise clients on changes to policy

• Update system notes - documentation to back office for processing
• Check policy details/ status, inform client if request can be processed
• Follow up with back office if changes to policy have been processed and provide feedback to client
• Authenticate positive identification of client

Fit and Proper Requirements

• Comply and adhere to FSB board notice in terms of FAIS 10

Requirements.

Matric

Technical/ legal certification

• Registration as an Employee Representative (FSB)
• Relevant Qualification as per the FSB Board Notice (Depending on date of appointment in the industry)
• Regulatory Examination Level 1: Representatives (RE5)

Experience

• 2 Years’ Experience in the Insurance Industry
• 1 Year Client Services
• Category A, B1, B2, C and Retail Benefits (Advantage)

COMPETENCIES

Knowledge: Competency Description

Legislation: FAIS; FICA; NCA

Insurance Products Category: A; B & C

Skills: Competency Description

Communication English

Computer Excel

Telephone Etiquette

Interpersonal Skills All levels

Attributes: Competency Description

Friendly

Professional

Empathy

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