Current Vacancies at Assupol

Description

Duties & Responsibilities:

Responsible for calculating value over time (contribute to company objectives)

• Understand company strategic objectives to identify where IT can make a difference
• Liaise with business to understand requirements for any new systems or updates to existing systems
• Engage with developers to ensure the business requirement is clearly understood
• Clear management reporting on all projects

Responsible for quality planning of projects

• Ensure business requirements for each project are clearly documented and signed off
• Provide clear project plans with realistic timelines and appropriate resources

Responsible for risk management related to IT projects

• Identify high risk projects
• Implement mitigation plans

Responsible for effective leadership on IT projects

• Clarify roles and accountability within the team
• Include parties from business as appropriate
• Deliver on time and within budget

Responsible for effective communication relating to IT projects

• Regular status updates to all stakeholders (as agreed in the project plan)
• Appropriate and timeous feedback to business, developers and management

Responsible for appropriate scope management on IT projects

• Ensure scope changes to projects are clearly understood, documented and measured

Requirements

Formal Education:

• IT Diploma or relevant project management qualification

Experience:

• 3 – 5 years’ experience in IT and/or Project Management

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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 
• 6. 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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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)

• 1 year Programme
• Courses
• Full-Time Academic School: 0 – 1 month
• Commissions and Finance
• Compliance
• Reports
• Practical School (2 – 12 months)
• COB Long term and Investments
• CPD
• Supervision (FSP 4.1);
• Recruitment process orientation (On-Boarding)
• MS Office (Spread over 12 months – if necessary)
• Digital training
• Sales reports Orientation
• Sales performance management orientation
• Disciplinary action

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