Current Opportunities at Assupol

Provide transportation services to employees and guests

• Confirm transportation on service desk request.
• Plan pick up and drop off according to received schedules
• Liaise with employees/ guest for confirmed arrivals and departure times.
• Confirm and collect employees/ guests from arranged accommodation venues (TCF)

Provide Courier services 

• Deliver and collect official documentation of the Assupol Group.
• Collect items from suppliers

Monitor and compile vehicles report 

• Confirm and book out vehicles for services.
• Report vehicle licenses and roadworthy renewals
• Compile vehicle inspection report and provide to Supervisor
• Update vehicle logbooks
• Report vehicle damages and replace all wear and tear parts e.g brakes, tyres, windscreen and batteries
• Ensure the cleanliness of vehicles

Requirements

Formal Education:

• Matric

Technical/Legal Certification:

• Public Driving Permit
• Advanced Driving Level 1 as an advantage
• Code 8
• Must have own vehicle 

Experience:

• 2 years  Driving experience

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PURPOSE STATEMENT

• To ensure the accuracy and reliability of the products and systems from an actuarial perspective.

MAIN OUTPUTS AND RESPONSIBILITIES FOR THIS POSITION – (Please provide a short description under each heading/output)

• Preparations and validations of the Actuarial data
• Check the completeness of data.
• Preparation and creation of model points through Prophet DCS.
• Perform data checks to ensure data accuracy and completeness.
• Liaise with IT to improve data efficiency.

Perform monthly valuations of liabilities

• Perform monthly valuations of liabilities through Prophet.
• Preparations, compile and analysis of the IFRS & SAM results.

Model review and improvements

• Assists with model developments.
• Assists with basis changes.

Special Projects

• Assists with special projects from management.
• Assists with development and improvements of products.

Provide assistance with the budget

• Assists with the budget runs.

Requirements

KNOWLEDGE AND SKILLS
FORMAL EDUCATION

• Relevant B degree in Actuarial Science and progress with the CT exams

TECHNICAL/

• LEGAL CERTIFICATION N/A

EXPERIENCE    

• 2- 5 years working experience in a Life Insurance Actuarial environment.
• Financial Reporting (Advantage)

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Duties & Responsibilities:

Ensure Assupol complies with applicable legislation in an efficient and effective manner

• Responsible to provide management with legal advice and opinions as and when required
• Provide support to the Compliance Department relating to the implementation of legislation and sign-off of debarment charge sheets.
• Responsible and accountable for –
  • Ensuring that Assupol stays informed of the latest legislative developments affecting the business of Assupol – forward looking approach
  • Ensuring that policies and procedures are updated in line with legislation and drafted in plain language
  • Formulating of and collating of comments on proposed new legislation and update line management of new changes
  • Arrange strategic sessions to discuss the impact of possible regulatory changes and coordinate feedback
  • Ensuring compliance with laws, regulations and industry regulatory requirements by updating policies and procedures
  • Develop policies where necessary and ensure that policies and procedures are updated in line with legislation
  • Strategic planning for business adjustments relating to legislative developments in the context of the regulatory avalanche currently experienced.

Regulatory Universe

• Provides input to the Regulatory Universe.
• Responsible for the completion and/or maintenance of the Regulatory Universe.

Compliance Risk Management Plans (RMPs)

• Adopts Risk Management Plans (RMPs) with the embedded business risk management function.
• Develops, in consultation with the embedded business risk management function
• Ensures the appropriate use of the compliance risk management tool

Advisory

• Analyze & identifies compliance risks and provides advice to management, relevant committees, the business risk management function and employees, in order to effectively manage compliance issues.
• Provides assistance and advice on compliance issues (new businesses, products, marketing campaigns, promotional items, trademarks and other initiatives such as projects).

Reputational Risk

• Safeguards the reputational risk of the Assupol Group by ensuring compliance with the related reputational risk policies & procedures.

Monitoring

• Creates a compliance monitoring plan in consultation with the embedded business risk management function and tracks progress thereto.
• Monitors (on an on-going basis) in conjunction with the the embedded business risk management function and the combined assurance structure, the adherence to the Compliance framework, legal and regulatory standards in order to identify further areas of improvement and detect significant compliance breaches and exposures.
• Ensures that there is the RMP for all high risk legislation pertinent to the Business and are in line with the compliance plan for the year.
• Utilizes Exclaim to ensure self-monitoring for all high risk legislation as identified in the Regulatory Universe process.
• Assists the Business in conjunction with the embedded business risk management function, with the resolution of compliance audit issues.
• Establishes a line of communication, via the Group Head: Legal and Compliance, to the relevant executive committees of Assupol Group , in order to monitor compliance with regulatory requirements.

Compliance Manuals, Standards, Policies/Procedures & Training

• Responsible for the maintenance of the Compliance Manual.
• Assists, as and when required, in the development, drafting and updating of policies and related training programmes.
• Assists in the delivery of the training and awareness.

Regulatory Requirements

• Remains aware of regulatory & legislative developments, and practices of regulatory authorities, which are relevant to the Business.
• Assists the Business in implementing existing, new and/or amended regulatory requirements.
• Assesses and advises the Business on the impact of regulatory developments.
• Provides input or comment in relation to the drafting of proposed regulatory requirements.

Compliance Culture

• Actively promotes, on an ongoing basis, the Compliance Function, to ensure that a culture of compliance is established.
• Seeks to establish a compliance culture that contributes to the overall objective of prudent risk management by the Group
• Cultivates relationships within the Business which results from proactively seeking Compliance involvement in their dealings.

Feedback, Reporting & Escalation

• Utilises established mechanisms for reporting and resolving non-compliance with regulatory requirements.
• Immediately reports material compliance related matters to the Group Head: Legal and Compliance to report same to the Assupol Group Chief Executive Officers (Life and Holdings).
• Contributes to and involves the embedded business risk management function in the annual sustainability reporting process.
• Informs the Group Head: Legal and Compliance and/or the Assupol Group Chief Executive Officer (Life and Holdings) about regulatory inspections and acts as a conduit for any significant information requests, comments and findings.
• Completes formal monthly and quarterly compliance reports as may be required by various Group governance structures and regulatory requirements.
• Plans in cooperation with the Business, corrective action regarding audit and regulatory findings.
• Monitors the timely and effective implementation of the plans, escalating progress and results to the Assupol Manco.

Complaints

• Oversee the management of an efficient and effective functioning of the Complaints Department including a complaints management process
• Oversee the management of dispute resolution
• Oversee the Management of the training and awareness on Complaints Matters

Broker Advisory & Intermediary Relations

• Oversee the management of the Debarment Process in Assupol, in accordance with the legislative requirements, approved policies and manuals
• Oversee the management of the Replacements of policies within Assupol, in accordance with legislative requirements, approved policies and manuals
• Oversee the management of the requirements of the Assupol Credit Control Committee.
• Oversee the management of debt collection
• Oversee the management of monitoring of compliance with broker agreements

Other

• Will be tasked to act as an approved Compliance Officer in terms of applicable legislation.
• Creates and maintains an appropriate electronic record and filing system.

Business Planning/Decision Making

• Prepares the combined assurance- &, if relevant, FAIS monitoring teams, the annual compliance & monitoring plans and submits it to the Exco for approval

Value Management

• Strives to influence a continual reduction in costs within the areas under control.
• Ensures that service delivered remains cost-effective and efficient.

Requirements

Formal Education:

• LLB Degree/Relevant
• Post graduate qualification in compliance risk management (advantage)

Experience

• Minimum 8 years’ experience in the Long-term Insurance industry, of which 5 years should be in Regulatory Compliance Risk Management.
• Experience in compliance monitoring principles.

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Enterprise Architecture

• Develops the overall architecture vision and roadmap
• Develops Enterprise Architecture framework including the identification of technology trends, innovation, governance, strategy, complexities and required competencies to implement the framework
• Acts across business functions and product lines leading architecture in matters concerning business architecture, application architecture, and technology architecture
• Incorporates new models and approaches to support organizations' digital business efforts.
• Formulates the Enterprise Architecture Blueprint to aid key strategic business initiatives
• Standardize Enterprise Data Model and Master Data, and Data Quality
• Develops SOA/ Integration Architecture
• Providing technology guidance through technology architecture helping resolve issues such as reducing complexity, simplifying the underlying technologies and guiding development decisions.
• Develops and drives an enterprise architecture governance framework bringing to drive business outcomes by involving stakeholders from across the organization
• Design major and minor enhancements to the architecture within the existing framework of enterprise-wide or domain-specific applications
• Establish and manage architecture governance through Architecture Review Boards, Design authorities and associated architecture governance processes for to achieve strategy
• Translate and develop business and functional requirements into a multi-tier based tailored solution that includes the user interface, business logic, system-to-system interfaces
• Identifies synergies throughout to ensure that there is no duplication
• Designs and develops the IT framework for the digital transformation aligning it to the Business and Customer requirements in conjunction with the relevant Domain Architects
• Defining and managing the capability for digital transformation
• Ensure solutions that support Mobility & Innovation
• Defines cloud/ on premise strategy.
• Define a discipline and approach for information assets.
• Ensure the effective translation of the security architecture is implemented into the solutions.
• Ensure Compliance to approved policies, processes, procedures and Standards

Legacy application rationalisation and consolidation

• Drive optimization of legacy applicationsfor increased efficiency and reduced costs
• Reduce IT environment complexity and cost through consolidation and rationalization
• Mitigate Risk by leveraging global Legacy transformation
• Consider re-using of existing asset and cost saving in all roadmaps and designs (Driving cost down) to support the IT Departmental objectives

Stakeholder Management

• Manage external vendor relations for initial contract
• Perform functional bridge amongst external vendors as well as internal stakeholders.
• Perform due diligence on potential suppliers and ensure for purpose vendor landscape
• Prepare processes for as well as manage analysis, selection and transition
• Collaborate with stakeholders to ensure the architecture is aligned with the business requirements
•  Develop relationship with lines of Business units to derive business benefits
• Ensures the communication and understanding of the framework by the relevant stakeholders and users

Managing people

• Develop the necessary plans to ensure Architects develop and design applications and technology to meet business requirements
• Evaluation of staff, identify strengths and deficiencies and arrange for necessary action
• Meet and motivate the team, agree on goals and objectives, identify key performance areas and action plan

Requirements

Formal Education:

• IT related degree/diploma
• Microsoft certification
• The Open Group TOGAF 9 Certification
• The Open Group Certified Architect (Open CA)
• Cloud architect training and certification
• Systems Security Architecture training

Experience:

• 7 years’ experience in IT Development
• 8 years’ experience in IT systems architect
• 3 years’ experience in Enterprise architecture
• 5 years’ experience in project management
• 5 years’ experience in long term insurance industry 

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Contribute to organisations objectives for IT Development

• Develop and maintain models that meet end-user requirements, including recommended Domain and Use Case Models (TCF) based on technical specifications.
• Implement the solution within the defined framework for user requirements

Develop and maintain IT Administration Systems  (Operational Excellence)

• Serve as a resource to help the teams make appropriate system and component level design decisions during implementation
• Performance tuning, improvement, balancing, usability and automation.
• Incorporate security requirements into design
• Provide 3rd line support and maintain software functionality
• Integrate software with existing systems
• Review and provide input to technical documentation
• Identify efficiency opportunities
• Regular status updates to Project Management Office and Manager IT Software Development
• Provide assistance to QA/Application Support team 

Requirements

Formal Education:

• BSc or BEng (Computer or Electronic) or equivalent
• Microsoft certification (MCSD)
• K2 (Advantage); SharePoint (Advantage)
• Kanban systems design (Advantage)

Experience:

• 5 years software development experience in a development environment
• Experience in industry standards and best practice in software architecture and design
• Software development experience in a financial services/insurance industry (advantage)
• Azure DevOps experience (advantage)

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Description

Grow the Value of New Business

• Implement and maintain sales strategic plan, to ensure that department meets its set targets 
• Maintain a minimum inforce book growth of 1% a month
• Monitoring of average premium performance
• Management of expenses and derive expense efficiencies
• Monitoring of withdrawal performance
• Monitoring of collection persistency
• Oversee the Regional management of business retention 

Distribution Management

• Management of distribution channel in line with National strategic objectives;
• Effective management of resources
• Perform opportunity assessments and monitor market share and growth
• Develop a plan to penetrate markets and diversify Products as per set target

Drive and maintain Regional stakeholder Relationships. Maintain client relationship 

Efficiency Management

• Effective management of resources
• Effective resource planning for the region for the short and long term
• Drive the Regional digital roll-out and embedding of all digital tools throughout all processes
• Oversee the Regional Training plan and the implementation thereof
• Conduct a quarterly Sales Manager performance review

Compile and Manage Regional Budget

• Structure and manage sales budget to meet sales targets 
• Oversee the Regional sponsorship to drive Sales targets
• Manage the Regional Training budget to ensure the development of Representatives, Brokers and Sales Managers

Develop and maintain Regional distribution 

• Oversee recruitment, development and maintenance of the Region
• Oversee the on-boarding and development of Sales Manager 
• Oversee the on-boarding of Quality Brokers and Representatives

Oversee the Regulatory requirements

• Manage the supervision of Sales Managers 
• Oversee the supervision process of reps under supervision 
• Manage that the rendering of the financial services that are conducted in accordance to FAIS
• Manage Compliance of the impacting legislation 
• Manage the complaints resolution process 
• Oversee the management of the quality assurance process 
• Manage the Market Conduct requirement
• Ensure that marketing encompasses the fair treatment of clients
• Oversee the complaints process
• Oversee the adherence of the Representative supervision
• Oversee the adherence of the completion of the FNA conducted and Completion of ROA through sampling of application forms 
• Oversee the management of business submission  
• Comply with risk and audit requirements 

Sales Administration and Reporting obligations

• Submit Monthly Sales Committee reports 
• Participation in Sales and Operational Committee meetings
• Oversee the liaison with Marketing and Sales Support Intelligence (MSSI)

Requirements
KNOWLEDGE AND SKILLS
FORMAL EDUCATION 

• FSCA recognised Degree

TECHNICAL/
LEGAL CERTIFICATION 

• Regulatory Examination Level 5: Representatives
• Regulatory Examination Level 1: Key Individuals
• 120 credits on NQF level 5 
• CPD

EXPERIENCE    

• 8-10 years relevant Management experience
• 5 years Financial services experience

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Description
To provide professional first line support to clients and sales support

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 

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 

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 

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 

Office Administration

• Manage mail and fax 
• Prepare statistical reports
• Assist with data capturing when required 
• Encourage clients to complete the survey 

Fit and Proper Requirements

• Adhere and comply to FSB board notice in terms of FAIS

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)

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Grow the Value of New Business

• Implement and maintain sales strategic plan, to ensure that Ackermans meets its set targets 
• Maintain a minimum inforce book growth of 1% a month
• Monitoring of average premium performance
• Management of expenses and derive expense efficiencies
• Monitoring of withdrawal performance
• Monitoring of collection persistency
• Oversee the Divisional  management of business retention 

Distribution Management

• Management of the Ackermans distribution channel in line with National strategic objectives;
• Effective management of resources
• Perform opportunity assessments and monitor market share and growth
• Develop a plan to  diversify Products as per set target
• Mall Activations (collaboration)
• Drive and maintain partnership stakeholder relationships. Maintain client relationship 

Efficiency Management

• Effective resource planning for the division for the short and long term
• Drive the division’s digital roll-out and embedding the digital tools throughout all processes
• Oversee the divisional Training plan and the implementation thereof
• Conduct a quarterly SSDC and Sales Coordinator’s performance review

Compile and Manage Divisional Budget

• Structure and manage sales budget to meet sales targets 
• Oversee Mall activations to drive Sales targets
• Manage the Divisional Training budget to ensure the development of Representatives and Sales Development Consultants
• Develop and maintain Divisional distribution
• Oversee recruitment, development and maintenance of the Division
• Oversee the on-boarding and development of Senior Sales Development Consultants 
• Oversee the on-boarding of Ackermans Consultants 

Oversee the Regulatory requirements

• Manage the supervision of Sales Coordinators 
• Oversee the supervision process of reps under supervision 
• Manage that the rendering of the financial services that are conducted in accordance to FAIS
• Manage Compliance of the impacting legislation 
• Manage the complaints resolution process 
• Oversee the management of the quality assurance process  

Manage the Market Conduct requirement

• Ensure that marketing encompasses the fair treatment of clients
• Oversee the adherence of the Representative supervision
• Oversee the adherence of the completion of the FNA conducted and Completion of ROA through sampling of application forms 
• Oversee the management of business submission   

Sales Administration and Reporting obligations

• Submit Monthly Sales Committee reports 
• Participation in Sales and Operational Committee meetings
• Oversee the liaison with Marketing and Sales Support Intelligence (MSSI)

Requirements
FORMAL EDUCATION

• FSCA recognised Degree

TECHNICAL/ LEGAL CERTIFICATION 

• Regulatory Examination Level 5: Representatives
• Regulatory Examination Level 1: Key Individuals
• 120 credits on NQF level 5 
• CPD

EXPERIENCE   

• 8-10 years relevant Management experience
• 5 years Financial services experience

CLOSING DATE: 05 JUNE 2023

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Design layout and concepts

• Design and produce high-quality concepts and sample layouts, including print and digital materials, such as brochures, flyers, posters, website banners, annual reports, presentations, magazine social media graphics, and other marketing collateral.
• Collaborate with clients, project managers and other team members to understand project requirements, provide creative solutions, and deliver projects on time.
• Adhering and interpreting to the Brand CI and guidelines correctly
• Understanding of marketing, production, website design, corporate identity, product packaging, advertisements, and multimedia design.
• Maintain design standards and templates that ensure consistent branding across all materials.
• Work on multiple briefs simultaneously to ensure that deadlines are met.
• Be up to date with current graphic design trends, industry best practices and tools and techniques.
• Develop graphics and layouts for product illustrations, 
• Create animated videos.
• Support function for project manager by presenting design concepts and ideas to clients and other stakeholders and incorporate feedback into final designs.
• Ability to work independently.

Photography 

• Knowledgeable in photography
• Maintaining and managing photography equipment
• Use photo manipulation software such as Adobe Suite or Photoshop to get desired results.
• Recommend creative ideas to exceed expectations of goals and objectives.
• Use artistic knowledge to enhance and compose photographs.
• Review sets of photographs and select the best results.

Requirements
FORMAL EDUCATION

• A National Diploma/Degree in Graphic Art/Design or any related creative field.

TECHNICAL CERTIFICATION 

• Formal training/certification in the use of Adobe Creative Suite (Photoshop, Illustrator, InDesign, After Effects) or similar

EXPERIENCE   

• 3-5 years’ experience
• Comprehensive Design Portfolio will be required.

CLOSING DATE: 05 JUNE 2023

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Sales Project Management

• Manage projects, within the allotted time frames and the definition of its major deliverables to address and meet the desired goals and outcomes ensuring all projects are managed appropriately within the sphere of control.
• Manages the Sales Calendar, program and change requests to ensure delivery.
• Priorities projects for the achievement of business goals. 
• Provides leadership in the recommended resolution and/or escalation of issues that may impact project scope and schedule. 
• Ensures on time delivery with quality of the entire portfolio of Sales projects within for the different functional areas.
• Identify and manage delivery risk control process, pursue issue and risk resolution and communicates status and escalations to stakeholders and operational management.
• Identify and understand issues and concerns; obtain and compare information from different sources to draw conclusions, develop and evaluate alternatives and solutions, solve problems, and recommend a course of action.
• Ensure timeous project delivery.
• Manage the digitization projects with in sales 

Project Management Practice 

• Translating the Sales Strategic medium to short term goals and objectives to align with the Project objectives. 
• Leads the identification and implementation of project management processes, methods, tools, guidelines and standards in order to establish a stable framework that supports all projects and stakeholders to improve the probability of successful project delivery.
• Facilitates the agreed-upon process that develops plans and prioritization.
• Liaise with the participants/users from time to gauge the progress of the project.
• Builds and maintains relationships Regional Managers and Divisional Heads, Key account Management and be trusted advisor.
• Liaise with key stakeholders in the execution of projects, e.g. IT, BI, etc. 
• Regularly reviews and evaluates opportunities to improve the project management 

Reporting

• Reporting to the Sales Executives and various committees providing status and forward-looking recommendation where necessary.

Requirements
FORMAL EDUCATION

• Bachelors degree
• Recognised FSCA qualification (advantage)
• Relevant project management qualification (Advantage)

TECHNICAL/ LEGAL CERTIFICATION 

• Regulatory Examination Level 5: Representatives
• Regulatory Examination Level 1: Key Individuals120 credits on NQF level 5 CPD

EXPERIENCE  

• 5 or more  years’ Management Experience (Financial Industry)   

CLOSING DATE: 5 JUNE 2023

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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  
• Atleast 6 months advice and intermediary experience in category A (Assistance business)

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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  
• Atleast 6 months advice and intermediary experience in category A (Assistance business)