Current Vacancies at Assupol

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

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Duties & Responsibilities:

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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Duties & Responsibilities:

Contribute to organizations 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)

• Gather and analyze business and customer requirements to identify and prioritize opportunities to improve efficiencies and processes through integration.
• Design and implement integration flows and enhancements, including APIs and/or file-based integrations.
• Partner with development and design teams to support and provide oversight in designing and developing integration solutions and prototypes.
• Determine, conduct, and automate integration tests, load tests, and performance tests, including facilitating set-up of test data and accounts.
• Prepare and manage technical documentation and self-service resources on integrations.
• Proactively monitor integration performance and troubleshoot, resolve, and report integration issues to impacted teams and stakeholders.
• Adhere to established development and integration processes, best practices, and standards.
• Use user and stakeholder feedback to guide the development of new products and integration enhancements.
• Participate in integration vendor and tool selection to meet business needs and support development team workflows.
• Promote a collaborative team environment and work closely with colleagues and stakeholders to achieve goals.
• Provide coaching and mentorship to junior integration engineers.
• Provide direction and leadership for a team(s) of integration engineers.  
• Incorporate integration requirements into design
• Incorporate security requirements into design
• Serve as a resource to help the teams make appropriate system and component level design decisions during implementation
• Incorporate security requirements into design
• Provide 3rd line support and maintain software functionality
• 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 
• Provide 3rd line support and maintain software functionality
• 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:

• 5-8 years of experience in software development.
• 3-5 years of experience in integration engineering.
• 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

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Market products and achieve sales target (TCF)

• Sell policies (in and out bound)
• Apply product knowledge
• Capture policy on system
• Attend to client queries
• Process amendments on policies
• Responsible for own policy retention

Fit and Proper Requirements

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

Requirements

Formal Education:

• Matric
• Call Centre Certificate

Technical/Legal Certification :

• RE 5 (Advantage)
• Registration as an Employee Representative (Advantage)
• Recognised qualification as per FSB (Advantage)

Experience: 

• 1 Years’ Experience as a call centre agent (outbound)
• Insurance Industry 

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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

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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 Carefree Life Retirement Annuity Fund

• Produce annual RA certificates for mailing to clients

Assist with compilation of the report for the quarterly Carefree Life Retirement Annuity Fund Trustee Meeting 

Requirements

• Formal Education
• B Degree Actuarial Sciences

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Duties & Responsibilities:

 Maintain optimal system accuracy and performance from a values and functionality  perspective

• Provide specifications to IT team on programs used to administer business
• Implement and test automation of system programs for correctness and conduct audits on the administration system
• Assist with automation and integration of other Assupol Group divisions on the administration system
• Report to management
• Provide accurate and easily accessible information for optimal client servicing (TCF)

Contribute to product development

• Contribute to in-house pricing
• 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
• Validate profit-share calculation from reinsurers
• Maintain relationship with current and potential future reinsurers

 Monitoring of actuarial valuation data

• Monitor the correctness of actuarial valuation data
• Assist IT in the preparation of systems that generate actuarial valuation data
• Assist with implementation of Valuation Report recommendation

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 and audit 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
• Perform calculations of the assets held against unit accounts for rebalancing

Monitoring of in-force business

• Monitor and analyse in-force data
• Perform experience analysis to confirm lapse assumptions and mortality/morbidity assumptions

Administration of Assupol Retail Retirement Funds

• Produce annual RA certificates for mailing to clients
• Validate the correctness and submission of tax directives to SARS on claims
• Compilation and submission of documents and monitoring of Section 14 transfers
• Submission of SARS, SARB and other regulatory reports
• Compilation of the report for the quarterly Assupol Retail Retirement FundsTrustee Meeting 

Requirements

Formal Education

• B Degree Actuarial Sciences
• Progress with Actuarial Exams 

Experience

• 2 - 3 years’ experience in long term insurance