Current Openings at Assupol

Description
Duties & Responsibilities:

• Maintain optimal system accuracy and performance from a values and functionality  perspective
• Assist with implementation and test automation of system programs for correctness on the administration system
• Assist with automation and integration of other Assupol Group divisions on the administration system
• Provide accurate and easily accessible information for optimal client servicing (TCF)
• Contribute to product development
• Research of new market developments.
• Compare pricing & design of products with competitors
• Test quotation packages for new products (and product reviews)
• Assist in the development of application forms, sales aids, premium calculators, marketing material and other product material used by Sales (in compliance with legislation and ASISA Codes)
• Maintenance of reinsurance treaties
• Provide data and information to reinsurers for special projects
• Compile and submit reinsurance data and premiums to reinsurers on a monthly basis
• Provide professional input & support to the Group (amendments & general advice)
• Answer client queries of a technical nature that was escalated to Actuarial Support
• Attend to ombudsman queries of a technical nature
• Validate amendments to policies where actuarial support is required
• Assist with values and product related queries from other Assupol departments (letters to be written, values queries and tax directive management)
• Updating of financial transactions
• Implementation of investment portfolio returns on the administration system
• Monitoring of in-force business
• Analyse in-force data
• Perform analysis on lapse and mortality/morbidity experience
• Administration of the Assupol retail pension funds
• Produce annual RA certificates for mailing to clients
• Assist with compilation of the report for the quarterly Fund Trustee Meeting 

Requirements
Formal Education:

• B Degree Actuarial Sciences

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Description
Duties & Responsibilities:

• Business Relationship Management (BRM)
• Determine relative priority for Change Requests per department.
• Communicate with business leadership to evaluate joint initiatives and proposals to see how they align with established roadmaps and business priorities.
• Ensure joint initiatives are set up for success and aligned with the corporate strategy.
• Be the liaison between the business units, technology teams and support teams.
• Communicate and provide feedback to relevant stakeholders and project manager regarding risks, dependencies and assumptions.
• Contribute, generally, as a member of the project delivery team to the successful delivery of approved project outputs
• Business Impact Assessment (BIA)
• Determine high level requirements, business drivers and a rough sizing of projects.
• Identify business areas which will be impacted by implementation.
• Each area identified may need to address changes to its people, processes and technology.
• Identify a set of stakeholders that need to be involved in creating and validating business requirements.
• Business Requirement Specification (BRS)
• Compile elicit requirements using interviews (one-on-ones), document analysis, requirements workshops (JAD Sessions), surveys, site visits (sitting with users), use cases, scenarios, business analysis, task, process and workflow analysis.
• Acquire a good understanding of the business and current relevant processes with associated benefits, limitations and faults as well as the impact on other processes and applications.
• Document the Business Requirements Specifications (BRS) (which may include business processes, user stories, workflow diagrams, etc).
• Review the BRS with the client, using appropriate formats such as presentations and walk-through discussions.
• Obtain sign-off on BRS from relevant stakeholders.
• Break the work into features and sequence it onto the various product backlogs.
• Maintain project documentation on Confluence.
• Ensure all standards and quality of documentation is adhered to, and follow the process of business sign-off at each stage of the life-cycle.
• User Acceptance Testing (UAT) Preparation
• Prepare and plan testing.
• Conduct user acceptance testing on basis of requirements.
• Once business (super users) proceed to UAT, handle client queries and do analysis on errors (if required).
• Refer errors back to development team, and maintain logging and documentation aspects.
• Validate and verify the test results obtained by others in the team.
• Once testing is complete, obtain client sign-off on testing.
• Innovation and Design Thinking
• Generate ideas within a collaborative environment using a range of BA techniques.
• Drive to maximize efficiencies and mission execution (business analysis as a service is not only needed but it is an equally critical component in the orchestration and the delivery of value back to business).
• Provide recommendations for technology improvements (e.g., existing application platforms, digital transformation, smart applications, tracking and fraud database management, or monitoring, response, and data analysis).
• Identify needs and opportunities and communicate them to the BA centre of excellence.
• Engage and participate with technology innovators (Fintech, InsurTech, etc.) to bring proposed solutions to scale.
• Be actively involved in the industry forums by attending conferences, workshops and webinars

Requirements
Formal Education:

• IT related degree/diploma
• Dip.BA (FTI or relevant)

Experience:

• 5 years’ experience in Business Analysis
• 2 years’ experience in IT Development
• 3 years’ experience in working in a Project driven environment
• Experience in an Agile environment is essential

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Description

• To recruit, maintain, develop sales representative and set targets within Cornerstone Regions.

Plan and Implement Sales plan at Regional level

• Develop sales plan to attain set goals/targets
• Communicate the sales plan to sales teams
• Identify & agree on individual roles and responsibilities
• Recruit resources according to HR Plan
• Plan for infrastructure requirements – vehicles, offices, furniture, policy books, etc
• Participate in Provincial budgeting process
• Implement & monitor company policies & procedures
• Manage sales staff performance monthly
• Evaluate progress against goals monthly
• Prepare monthly management report

Expense Budget

• Monitor expenses against budget
• Track deviation, investigate reasons & recommend corrective action
• Assist with management of monitoring petty-cash requisitions
• Prepare management report on deviations

Develop & Sustain Customer & Stakeholder relations

• Intervene on customer queries & concerns
• Understand impact of stakeholder policies on regional business
• Deploy the correct interactions and processes

Communication management

• Stakeholder analysis (who’s who?)
• Knowledge of different markets
• Company themes/message

Manage Regional Office, Administration & Client Services

• Manage regional sales force – recruitment, selection, training & development, performance management, etc.
• Visits to districts/sites
• Ensure that branch offices project the required image of Cornerstone
• Oversee the regional administrative activities
• Liaise with provincial administration on training needs & support
• Assist with client services and oversee sales staff & offices

Requirements

FORMAL EDUCATION

• Matric
• Relevant Qualification (recognised by the FSCA)

TECHNICAL/ LEGAL CERTIFICATION

• Regulatory Examination Level 5: Representatives as an advantage
• Regulatory Examination Level 1: Key Individuals as an advantage
• 30 or 60 credits on NQF level 2 (Depending on the date of appointment in the industry) or
• 60 or 120 credits on NQF level 5 (Depending on the date of appointment in the industry)

EXPERIENCE

• 1year relevant management experience
• 6 months Insurance industry
• At least 6 months advice and intermediary experience in category A (Assistance business)

go to method of application »

Main Purpose

• To recruit, maintain and develop sales representative and brokers and set targets.

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

go to method of application »

Main Purpose

• To recruit, maintain and develop sales representative and brokers and set targets.

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

go to method of application »

Main Purpose

• To recruit, maintain and develop sales representative and brokers and set targets.

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