Current Opportunities at Assupol

Description
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
• Communicate with office manage with regards to office logistics
• Documentation and filing procedures
• Keep record systems up to date
• File and keep documentation for a period as required by the legislation
• Process and administrate application forms
• Check and validate application forms for quality control
• Follow the capturing procedure
• Send incomplete applications back to Office Managers
• Process application form on system
• Follow up on outstanding documentation with Office Manager
• Liaise with New Business department on outstanding and provide feedback to Office Managers
• Email scanned successful application forms to New business department
• Capture a minimum of required policies per day
• Send captured application forms to Head Office for archiving
• Register successful applications
• Send the original application form for tick off process
• Follow up on all outstanding requirements from tick off

Requirements

FORMAL EDUCATION

• Matric

TECHNICAL/ LEGAL CERTIFICATION

• Recognized Qualification as per the FSB
• RE 5
• Registration as an Employee Representative (FSB)

EXPERIENCE

• 2 Years’ Experience in the Insurance Industry;
• 1 Year Client Services
• 1 years’ experience in data capturing
• 1 Years’ experience in: Category A, B, C and retail pension benefits (Advantage)

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Description
Maintain and monitor Competence Register/FSCA register for employees

• Check representative applications and record on MSA/FSP 4.2
• Check that the correct information is populating on the Competence Register and FSCA rep register
• Ensure that there is alignment between Signify, Competence Register and FSCA rep register
• Fix or escalate discrepancy issues found on the registers
• Update representative profiles as required

Co-ordinate and administrate CoB learning interventions

• Draw a list from the Competence Register for registrations. Also liaise with MSSI regarding the representatives who must be registered
• Send registration requests to the respective external providers
• Import results and save certificates on Signify
• Update CoB database
• Monitor progress and liaise with the respective line managers of the people registered
• Follow up on people who haven’t completed their modules
• Submit monthly progress reports to line manager
• Draft monthly reports for ManCo
• Process invoices on OnBase and send POPs to the providers

 Co-ordinate and administrate CPD learning interventions

• Liaise with providers regarding their CPD offerings
• Liaise with internal stakeholders regarding webinars to be selected for the respective cycle
• Draw a list from the Competence Register for registrations. Also liaise with MSSI regarding the representatives who must be registered
• Send registration requests to the respective external providers
• Import results and save certificates on Signify
• Update CPD database
• Monitor progress and liaise with the respective line managers of the people registered
• Follow up on people who haven’t completed their webinars
• Supply monthly progress reports to line manager
• Draft monthly reports for ManCo
• Process invoices on OnBase and send POPs to the providers

Monitor supervision and provide FAIS support to employees

• Check that all registration documents are received and completed correctly
• Evaluate DOFA reports to determine fit and proper status
• Put the employee representatives under supervision
• Evaluate DOFA reports to ensure people are registered under the correct subcategories 
• Draft supervision agreements and development plans
• Coordinate and monitor completion of PST's on Signify
• Remove people from supervision once the supervision period is concluded
• Attend to issues on DigiSus and rectify accordingly or escalate to relevant parties
• Monitor supervision reports and follow up with managers/ supervisors who haven't submitted their records
• Draft supervision reports for Manco
• Remove the employee reps from the FSCA rep register upon termination/resignation

Qualifications

• Check and load qualifications for employees on Signify and Y-Drive
• Liaise with Payroll/TM on qualification issues/queries
• Monitor study assistance completion periods and action repayments accordingly

Demonstrate TCF

• Treat all clients fairly when scheduling and administrating learning events
• Ensure that all clients are treated fairly when learning events are communicated

Requirements
FORMAL EDUCATION

• Matric
• Formal qualification Degree in Management of Training

EXPERIENCE

• 2 year – Administration- - analysis and understanding of DOFA Report
• 2 year- Administration-understanding of Board notices 194 of 2017
• 2 year - Training and co-ordination 

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Description
Main Purpose:

• To sell policies, recruit, develop and train representatives to achieve the set target
• To be developed into a Sales Manager when vacancies are available (Key Individual)

Requirements
Formal Education

• Matric
• Relevant Full Qualification as per the FSCA Board Notice 

Technical/Legal Certification

• Registered as an Employee Representative (FSCA)
• Regulatory Examination Level 1: Representatives (RE5)
• Regulatory Examination Level 1: Key Individuals (RE1)
• Class of Business: Long Term Insurance & Investment (Advantage)
• Updated CPD points

Experience   

• 2 Years’ Experience in the Insurance Industry
• Experience in Category A, B1, B2, C and Retail Benefits
• Fit and Proper Rep for all Tier 1 products 
• Fit and Proper Rep for all Tier 2 products

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Description
Main Propose

• To recruit, maintain and develop brokers and achieve set targets

Main Outputs and Responsibilities

Develop and maintain sales and marketing plan 

• Develop and implement an integrated sales & marketing plan  
• Review progress and compile report on progress made

Recruit Brokers

• Grow distribution channel by sourcing and selecting appropriate brokers
• Prepare and present appropriate documentation of Brokers for the CCC

Provide support to brokers

• Ensure brokers are equipped with sufficient 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

Offer training to brokers and their sub-agents

• Facilitate product training
• Facilitate any other form of training that will enhance the broker’s production
• Keep record of training interventions
• Forward all relevant training info to Head Office

Identity and develop new and current markets

• Identify 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

• Identify and develop new markets
• Ensure and monitor set production targets are achieved 
• Maintain business retention

Requirements

Knowledge and Skills

• Formal Education
• Matric 
• Diploma/Degree/Long Term Insurance qualification (a qualification that is recognised by the FSCA) 

Technical/Legal Certification

• Regulatory Examination Level 1: Representatives 
• Regulatory Examination Level 1: Key Individual (Advantage)

Experience

• 2 years Project Management 
• 2 years’ experience in the Long-Term Insurance industry  
• Atleast 1 years advice and intermediary experience in category A,B,C and retail benefits
• 1 year’s management experience in the insurance industry

COMPETENCIES

KNOWLEDGE

• Life Industry
• Legislation FAIS, NCA, FSCA, LTIA
• Financial Management Products

SKILLS

• Communication-Verbal and written
• Presentation
• Research
• Network
• Facilitation
• Coaching
• Recruitment
• Marketing
• Report Writing
• Planning and organising

ATTRIBUTES

• Perseverance
• People centric