Job Vacancies at Assupol

Description

To provide administrative support to the sales team in the region

Provide administrative support to the brokers & representatives

• Handling telephone enquiries from brokers & reps
• Prepare quotations for brokers and reps in the sales managers’ absence. 
• Verify the completeness of policy applications from brokers only
• Distribute correspondence to brokers and reps 
• Distribute and handle enquiries regarding commission statements

Administrate new business  

• Collate new business and distribute to various data capturers
• Distribute queries to various sales managers and/or brokers and reps in their absence

Provide general administration 

• Keep record and escalate Representatives and Brokers client services queries 
• Assist SM with general Admin Duties.
• Assist SM with Quarterly Meetings. 
• Order stationery and distribute to various sales managers 
• Daily production stats updates,
• Compiling of weekly car and office  marketer roster 
• Compiling weekly car usage stats and submitting to H/O
• Distribution of internal mail

Requirements

FORMAL EDUCATION

• Matric 

TECHNICAL/LEGAL CERTIFICATION

• Regulatory Examination Level 1: Representatives  (Advantage)

EXPERIENCE   

• At least 2 year’s administrative experience 

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Description

Maintain Competence Register for employee representatives

• Maintain correct information on MSA/FSP 4.1 for employee representatives
• Check that FSCA FAIS registration was done correctly 
• Update representative profiles when required on MSA/FSP 4.1
• Fix discrepancy issues between FSCA register and MSA/FSP 4.1
• Record and update results on competence register

Maintain Competence Register for KI

• Check all registration documents to ensure they were completed correctly
• Process payments for KI registrations
• Analyse and evaluate DOFA Reports to determine fit and proper status
• Draft development plans for non-fit and proper people
• Monitor the development plans and request profile updates at the FSCA 
• Update KI profiles on MSA/FSP 4.1
• Remove KI's who are no longer in service at the FSCA. 
• Compile  ManCo reports
• Compile meeting notes and action agenda items
• Keep the KI Database up to date and correct

Co-ordinate and administrate learning interventions

• Schedule learning interventions 7 days prior to commencement 
• Create events on Signify and update the records 
• Process invoices for the interventions on OnBase
• Record attendance and load costs on Signify
• Request monthly results from providers and update the system 
• Check records for correctness

Monitor supervision and provide FAIS support

• Check that all documents are received and completed correctly.
• Evaluate DOFA reports to ensure people are registered for the correct subcategories and that they are fit and proper
• Evaluate DOFA reports to determine if an individual needs to be under supervision
• Draft supervision agreements and development plans
• Onboard employees on FSP 4.1/MSA
• Attend to issues on DigiSus and rectify accordingly
• Monitor supervision records on DigiSus 
• Report status of supervision records for Manco
• Remove people who have resigned from the FSCA register

Administrate and co-ordinate Study Assistance Program

• Review study assistance applications and provide feedback to applicants
• Draft study agreements
• Create events on Signify and load all records
• Process invoices
• Request progress reports from providers and update the system
• Request results and update the system
• Check the events loaded for correctness

Load qualifications and process refunds

• Check and load qualifications for representatives on Signify 
• Monitor progress of qualifications and RE exams and initiate repayments 
• Save deductions from payroll on the database as they are received
• Review applications for refund and process payments
• Load records on Signify and check for correctness

Demonstrate TCF

• Treat all clients fairly when scheduling and administrating learning events
• Ensure that all clients are treated fairly when learning events are communicated

Requirements

FORMAL EDUCATION

• Matric
• Diploma in Management of Training

EXPERIENCE 

• 1 year - Administration 
• 1 year - Training and co-ordination