Specialist: Group Schemes (Menlyn) at Assupol

Description
Main Outputs and Responsibilities

• Generate new business (TCF)
•  Identify new groups and clients
•  Prepare quotations 
•  Do presentations to market Assupol Group Schemes products & services 
•  Close the deal with client 
•  Complete relevant documentation for submission 
•  Check completeness & correctness of client information 
•  Check compliance with legislation 

Grow current business (TCF)

•  Build client relationships 
•  Follow-up on new and changed financial needs 
•  Advise groups and clients on retaining their Group Schemes 

Communication to clients

•  Provide feedback on claims ratios 
•  Provide information on new products, trends in the market and in the company 

Compliance & Training

•  Contractual agreements & addendums
•  Implementation of legislative changes within binders, broker and administrators
•  Ensure PST and relevant legislative training is completed.

Requirements

Knowledge and Skills

Formal Education

•  FSCA Recognised Qualification
• Technical/Legal Certification
•  Regulatory Examination Level 5: Representatives
•  Regulatory Examination Level 1: Key Individuals

 FSCA Recognised Qualification

•  CPD
•  COB Long Term Insurance and Investments
•  Registration as a Representative and Key Individual for all Tier 1 products

Experience

•  3 Years’ Experience in Marketing of Insurance
•  Management and Oversight experience