Job Opportunities at Assupol

Description
Main Outputs and Responsibilities for This Position :

Provide advice to clients

• Verify the positive identification of the client
• Provide correct and accurate advice to clients on products; premiums (monthly); beneficiaries; payments (school fund, loans; life assured on policy;  (TCF)
• Make notes on the system
• Provide assistance on demutualization enquiries
   

Administrate loan requests

• Collate all documents required for loan application e.g positive identification of client
• Verify and ensure clients forms are completed correctly. 
• Validate and pre-assess whether the client qualifies for a loan
• Make preliminary decision on the loan application and inform clients thereof
• Update and make notes on system
• Submit all required forms to back office for processing
• Follow up with back office and update clients on application progress, outcome or until finalized
• Advise client on repayment terms of loan  (TCF)
   

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)
• As per clients request follow the standard cancelation procedure (Refund if applicable)
   

Advise clients on changes to policy

• Verify the positive identification of the client
• Check policy details and status
• Advise client if request can be processed
• Makes notes on the system
• Send documents to back off for processing
• Follow up with back office if changes to policy and been processed and provide feedback to client
   

Collection of premiums

• Receive and capture payment on system
• Payment reconciliation
• Fit and Proper Requirements
• Adhere and comply to FSB board notice in terms of FAIS

Requirements
Formal Education:

• Matric
• 60 or 120 credits on NQF Level 5 Wealth Management (Depending on date of appointment in the industry) 

Technical/Legal Certification:

• RE 5
• Registration as an Employee Representative (FSB)

Experience:

• 2 Years’ Experience in the Insurance Industry;
• 1 Year Client Services
   

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Description
To recruit, maintain, develop sales representative and set targets within Cornerstone Regions

 Plan and Implement Sales plan at Regional level

•  Develop sales plan to attain set goals/targets
•  Communicate the sales plan to sales teams
•  Identify & agree on individual roles and responsibilities
•  Recruit resources according to HR Plan
•  Plan for infrastructure requirements – vehicles, offices, furniture, policy books, etc
•  Participate in Provincial budgeting process 
•  Implement & monitor company policies & procedures
•  Manage sales staff performance monthly
•  Evaluate progress against goals monthly
•  Prepare monthly management report

Expense Budget

•  Monitor expenses against budget
•  Track deviation, investigate reasons & recommend corrective action
•  Assist with management of monitoring petty-cash requisitions 
•  Prepare management report on deviations 

 Develop & Sustain Customer & Stakeholder relations 

•  Intervene on customer queries & concerns
•  Understand impact of stakeholder policies on regional business
•  Deploy the correct interactions and processes

Communication management

•  Stakeholder analysis (who’s who?)
•  Knowledge of different markets 
•  Company themes/message 

Manage Regional Office, Administration & Client Services 

•  Manage regional sales force – recruitment, selection, training & development, performance management, etc.
•  Visits to districts/sites
•  Ensure that branch offices project the required image of Cornerstone
•  Oversee the regional administrative activities
•  Liaise with provincial administration on training needs & support
•  Assist with client services and oversee sales staff & offices 

Requirements
FORMAL EDUCATION

•  Matric 
•  Relevant Qualification (recognised by the FSCA)

TECHNICAL/LEGAL CERTIFICATION

•  Regulatory Examination Level 5: Representatives as an advantage
•  Regulatory Examination Level 1: Key Individuals as an advantage
•  30 or 60 credits on NQF level 2 (Depending on the date of appointment in the industry) or
•  60 or 120 credits on NQF level 5 (Depending on the date of appointment in the industry)

EXPERIENCE   

•  1year relevant management experience
•  6 months Insurance industry  
•  At least 6 months advice and intermediary experience in category A (Assistance business)

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Main Outputs and Responsibilities for This Position:

 Provide advice to clients

• Verify the positive identification of the client
• Provide correct and accurate advice to clients on products; premiums (monthly); beneficiaries; payments (school fund, loans; life assured on policy;  (TCF)
• Make notes on the system
• Provide assistance on demutualization enquiries

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)
• As per clients request follow the standard cancelation procedure (Refund if applicable)

 Advise clients on changes to policy

• Verify the positive identification of the client
• Check policy details and status
• Advise client if request can be processed
• Makes notes on the system
• Send documents to back off for processing
• Follow up with back office if changes to policy and been processed and provide feedback to client

Fit and Proper Requirements

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

Requirements
Formal Education:

• Matric

Technical/Legal Certification :

• Registration as an Employee Representative (FSB)
• Relevant Qualification as per the FSB Board Notice (Depending on date of appointment in the industry)
• Regulatory Examination Level 1: Representatives (RE5)
   

Experience:

• 2 Years’ Experience in the Insurance Industry;
• 1 Year Client Services
• Category A, B1, B2, C and Retail Benefits  (Advantage)