Job Openings at Assupol

• 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

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

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