Current Vacancies at Hollard Insurance

Job Advert Summary    

• To provide technical marketing and distribution support to the investment business. Develop, implement, and maintain a holistic marketing and communications strategy for all stakeholders and distribution channels. Work closely with Product development, Investments and Sales to grow the business footprint, and market presence.

Required Knowledge and Experience    
Key Responsibilities 
Marketing and Technical Marketing:

• Formulate, communicate and execute a marketing and communication plan for the business across all client touchpoints.
• Drive the creation of content for technical marketing material, editorial and insight/viewpoint pieces;
• Management of media and social media presence, including the production of videos, webinars and podcasts that support the business objectives of the various sales channels.
• Construction and delivery of weekly, monthly and quarterly client investment and economic communications including liaison with the investment team on research reports and investment commentary, when required.
• Responsible for public relations content editing / approval for the company’s division and coordinating media activity with spokespeople;
• General input on group projects that require a technical marketing and client experience consideration.
• Successful applicant will be required to brief the creative marketing team to deliver quality marketing outputs for the client group within agreed time frames and on budget;
• Assist with planning and running of HI client events and HI representation at relevant industry events;

Distribution support:

• Drive business development / distribution of the HI Funds and Products by supporting consultants with their client engagements where necessary;
• Provide the business with client introductions and play a supportive role in creating awareness of the Hollard offering, where you hold existing relationships.
• Play a supportive role in building the distribution capability for the business including the formulation, execution and monitoring of respective company retail channel strategies;
• Will be responsible for researching organisations and individuals, attending relevant conferences, meetings and industry events to find new opportunities for the business;

Knowledge & Skills:

• In depth knowledge of Financial products and funds and Economic markets.
• Strong understanding / knowledge of the various distribution channels, financial advisors across these channels.
• Technical Marketing knowledge and skills
• Possess a keen eye for detail; and are able to write in plain easy language; ‘simple, clear, easy to understand’
• Business development acumen and orientation
• Customer service orientation
• Excellent interpersonal communication skills
• Good time management / project management

Experience: 

• 10+ years’ experience in a similar or related role
• Investment Industry experience essential

Educational Requirements    

• B-Comm (Investments)
• B Comm (Marketing)

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Role Objectives

• Develop and maintain effective business relationships with brokers in order to attract and develop profitable
• Ensure that new brokers are sourced and on-boarded

Portfolio

• Development, maintenance and implementation of new broker
• Organise day to day operations by establishing priorities, assigning work and scheduling
• Contribute to the growth and profitability of the branch and
• Maintain the standards of the department thus enhancing the image of
• Ensure all technical aspects of administrative functions within the department is adhered

Key Responsibilities

• Sales and Marketing: Visit brokers and accompany sales team members on broker visits, manage own portfolio obtain new business from brokers and develop relationships with existing and new brokers. Manage the growth (including organic growth) of the division. Sell Hollard products to brokers and/or agents using consultative selling techniques. Contribute to effective marketing of the Company products by answering questions, resolve problems on topics such as policy status, billing, etc, and explaining new or revised products and Make presentations to brokers and/or agents
• Account Management: Meet goals for volume and value of quality new business quoted and written within company Management of own portfolio. Recommend or implement changes to improve productivity, profitability, growth and the quality of assigned book of business. Service, grow and maintain renewal policies. Confirm rating and cover on endorsements requested. Review segment profit/growth results and trends to recommend and implement action plans to produce profitable underwriting results. Ensure that all premiums are received and up to date on all accounts in portfolio. In collaboration with credit control review and discuss all outstanding premiums and arrears with Brokers on a monthly basis
• Underwriting/Risk Analysis: Analyze qualitative and quantitative data prepared by brokers to provide approval for risk selection and acceptance, coverage and price. Recommend creative alternatives in regards to rating plans, coverage and payment plans. Decline unsuitable risks. Ensure that policy transactions (quotes, new business, endorsements, renewals, post loss, cancellations) are issued and changes recorded accurately and in a timely manner by rating and/or capturing transactions to the core business system. Ensure reinsurance is in place, where
• Relationship Management: Interact frequently with brokers, team members and/or
• Networking: Identify prospective customers using established lead
• Employee growth: Take responsibility for your own career growth and have regular
• Processing: Ensure accurate and timely data capturing of quotes, new business renewals, endorsements, declarations and post loss adjustments. Complete transactions within delegated authority limits and within set standards and service level agreements
• Giving direction: Giving explanation on the method / process required to complete
• Follow up and providing feedback: Following up on regular intervals and provide constructive feedback to the
• Coaching and support: Providing informal and formal coaching support to team when
• Problem solving: Assisting staff in resolving complex problems while ensuring adherence to standards and objectives
• Reporting: Provide necessary reporting on financial and operational indicators relating to sales, i.e. budget attainment, hit rate, renewal growth Provide feedback (reporting) to senior management on achievements, pending issues, problems and suggested recommendations
• Decision making: To make recommendations and take decisions on technical or complex administrative functions within mandates
• Customer service: To ensure that customer service standards are maintained in accordance with service level agreements and to assist with technical advice and other assistance over and above the normal sales duties
• Effective Communication: Communicate effectively with external parties as well as sales team and other departments
• Continuous Process Improvement: Ensure full compliance to all processes, policies and procedures and identify areas for improvement.
• Innovation: Participate with senior management in initiatives around product development, processes, policy and strategy
• Policy and Procedures: Documentation, management, maintenance and communication of all policies and procedures
• Risk Management: Broker account management credit control procedures, loss ratios, broker/agent agreements, ensure compliance with rating, underwriting principles and reinsurance

Required Knowledge and Experience    

• 5 years short term insurance experience

Sound Understanding of:

• Product knowledge
• Insurance terminology
• Rating principles
• Risk assessment knowledge
• Market knowledge (including competitors)
• Underwriting procedure
• Claims procedure
• Reinsurance market, reinsurance and treaties
• Legal knowledge (prescription act, insurance act, FAIS)
• Risk management
• Financial and credit control knowledge
• Management skills
• Business management skills
• Strategic thinker
• Sound understanding of the TCF principles
• Technical compliance
• Self management skills (can organise work, space, time)
• Good communication skills (including writing and presentation skills)
• Relationship management skills (have the right approach with the right people)
• Negotiation skills (internal & external)
• Analysis and interpretation of data pertaining to assigned books, reports and market conditions
• Demonstrate common sense, self motivation and discipline
• Well presented / representative of Hollard’s image

Educational Requirements    

•  Business degree or similar insurance qualification

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Job Purpose

• As Hollard Health, we are passionate about Africa and we believe that the most powerful way to create a better future for the continent, is to improve the health of her people.  We bring unrivalled healthcare to businesses operating across Africa by providing locally admitted, and therefore compliant, health insurance with value-for-money benefits and global administration capabilities.
• You will support the Southern Africa Head of Sales in the execution of the formulated distribution strategies where the result will be actual sales to clients.  You will work either with the local in-country insurance partner or with the broker market both in-country or in South Africa. The outcome of which is the achievement of the sales targets as set annually.
• You will need to become very knowledgeable of the complete line of products/services as well as client issues and needs. Your primary focus lies with seeking out new clients (direct or through brokers) and working to achieve sales targets.  
• To be successful in this role you will support the Africa Head of Sales in actively seeking out new sales opportunities in the targeted territories and broker channels to obtain new accounts.

Key Responsibilities:

• You support the identification and development of concrete business opportunities by actively networking, maintaining useful contacts and establishing business relationships with prospective brokers/ clients.
• You support the preparation of presentations, proposals, and sales contracts.
• You support the negotiation/closing of deals, complaints, or objections.
• You support the local partner in sales and renewal negotiations.

Required Knowledge and Experience    

• You have minimum of 3 years of relevant experience in financial services/sales.
• You have a thorough knowledge of the English language - being able to speak a second or third language such as Portuguese or French, is a distinct advantage.
• You have a clear understanding of how the broker market operates.
• Knowledge of international health insurance plans in the African market would be an advantage.
• Exposure to commercial and sales dealings in African Countries over and above South Africa is an advantage.
• You get motivated by working with targets.
• You are developing commercial, networking, and negotiating skills as well as the ability to convince brokers, in country partners and employer groups of the quality of the proposed Hollard Health solutions.
• You enjoy travelling into the rest of Africa.
• You enjoy doing presentations.
• You are a fast learner with a passion for relationship sales.
• You must be self-motivated with a result driven approach and an admin related level of attention to detail. 
• You will be a member of a small team and as such, will also need to understand the team dynamics and contribute to Hollard Health achieving more than just the sales target (a team player).

Educational Requirements    

• Matric or equivalent qualification.
• A 3-year degree/diploma in a Sales / Marketing or a relevant field of study will be a distinct advantage.

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Job Purpose

• The ideal candidate must have experience in the drafting and analysis of life policy wordings. This role includes the development and implementation of all policy documentation including checking that all forms pertaining to wordings such as schedules, endorsements and forms comply with the current legislative practices and market procedures.  The candidate must also have experience in contract development and be able to generate template agreements and issue to business..

Key Responsibilities

• Draft and Review policy wordings to ensure alignment to product specification and applicable legislation, compliance, claims, underwriting, business rules and Treating Customers Fairly principles
• Work according to the defined processes for the management, storage and collation of all legal documentation
• Review and sign off customer facing documentation received from business or the marketing team
• Implement and ensure the successful operation of the contracts management process in Hollard Life
• Process Invoices and co-ordinate legal team projects.

Contract generation      

• Track requests for drafting agreements, perform due diligence checks on contracting party
• Generate template agreements to be signed
• Ensure that all the contracts that are received have been completed and correctly signed by both parties
• Store all the required contracts in a central repository for Hollard Life

Legal Drafting and Reviewing    

•  Review and draft Policy Wordings
• Review marketing materials and client communications (sms, website, brochure, etc)
• Review Sales scripts

General Office Administration  

•  Drafting minutes and Reports
• Setting up meetings
• Regularly updating Legal activity report
• Co-ordinating legal workshops
• Facilitate Adhoc Legal Projects

Process invoices

Required Knowledge and Experience    

• 3 to 5 years related insurance experience
• Experience in writing in plain language in a professional environment (preferred)
• Exposure to insurance policy drafting (essential)
• Accuracy and excellent attention to detail
• Excellent communication, interpersonal and relationship building skills
• Excellent grasp of grammar and the English language, able to communicate and write in plain English
• A team player
• Innovative
• Self-motivated, able to work on own initiative
• Able to prioritise effectively and deliver with quality
• Demonstrate a proactive approach 
• Knowledge & Experience
• Knowledge of FAIS and Insurance Acts
• Understanding of the long-term insurance products
• The ability to create and adapt policy wording
• Knowledge of the legal, regulatory and compliance provisions that apply to life product range

Educational Requirements    

• Legal Related Degree or Diploma (LLB will be advantageous)
• Technical writing qualification (preferred)