Current Opportunities at Assupol

Description
Manage a broad spectrum of Assupol Group events and projects from proposal to delivery in a professional manner

• Selection and delivery of CSI projects in line with the CSI policy – from proposal to delivery execute CSI plans
• Coordinate and participate in identified projects and communicate with team
• Ensure that internal and external communication to relevant stakeholders are done including seeking new communication platforms where applicable
• Plan and organize support to sponsorships campaigns and activities
• Liaise and communicate CSI initiatives with internal personnel and Directors 
• Liaise with subsidiaries, external services provider’s role players
• Maintain and build relationships with stakeholders  
• Coordinate the CSI initiatives within the approved budget 
• Assist with the design process of CSI initiatives

Contract and Service Levels Administration 

• Annual review and Adhoc contracts and SLA  
• Review CSI driven contracts and SLA
• Record Keep suppliers SLA’s and Contracts

Administration, Monitoring & Evaluation 

• Ensure that recording keeping and filing is done appropriately 
• Ensure that all documentation for feedback and section 18A & photos to filed appropriately
• Support Corporate Affairs team

Requirements
FORMAL EDUCATION

• Grade 12
• Qualification related to Events Management 

TECHNICAL/LEGAL CERTIFICATION

• Project Management
• Drivers Licence

EXPERIENCE

• Administration: 2 yrs 
• Project Management: 2 yrs
• Events Management: 2 yrs 
• Budget Planning: 2 yrs 

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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)