Latest Openings at Guardrisk

Role Purpose    

• Accurately control and process financial information and prepare financial reports and analysis to enable business processes.

Requirements    

• 3-5 years’ experience in accounting
• Diploma in Financial Management or Accounting
• Degree in Financial Management or Accounting (preferred)

Duties & Responsibilities    

• Management of the accounting function for Guardrisk Insurance cell captive & contingency policy clients (by portfolio of clients allocated)
• Accurately, efficiently and timely capturing and reporting of transactions of their portfolio of client
• Review and /or prepare payments documents and obtain the necessary source documentation and authorisation to effect payments timely and with the determined service level agreement levels
• Review and approve the general ledger journal allocations based on levels of authority and policy
• Review all documentation to ensure that the correct level of authority has authorised the document and raise any exceptions with the relevant stakeholder.
• Prepare and review financial transactions and reporting of each client within their portfolio of clients
• Compile and prepare monthly and year end reconciliations of their portfolio of clients
• Identify and report respective accounting or reporting issues
• Investigate and resolve any outstanding queries in relation to accounting issues
• Portfolio support and management/servicing by working closely with the portfolio manager and other colleagues
• Identify and resolve problem sources or escalate to relevant level of authority
• Special Projects assigned with the group
• Meeting company and client accounting, payment and reporting deadlines
• Contribute to the enhancement of systems and processes issues in order to enhance financial management
• Continuously develop own expertise in terms of professional, industry and legislation knowledge
• Contribute to continuous innovation through the development, sharing and implementation of new ideas
• Identify and reconcile discrepancies and problems
• Build and maintain relationships with clients as well as internal and external stakeholders
• Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service within the organisation
• Prepare and provide necessary documentation to complete timely audit both for client and Guardrisk
• Contribute to the audit process and resolve any audit queries within the deadlines set 
• Provide authoritative, expertise and advice to clients and stakeholders
• Build and maintain relationships with clients and internal and external stakeholders
• Deliver on service level agreements made with internal and external stakeholders and clients
• Make recommendations to improvement client service within area of responsibility
• Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service
• Develop and maintain productive and collaborative working relationships with peers and stakeholders
• Positively influence and participate in change initiatives
• Continuously develop own expertise in terms of professional, industry and legislation knowledge
• Contribute to continuous innovation through the development, sharing and implementation of new ideas
• Take ownership for driving career development
• Control and track the budget for the various portfolios
• Contribute to the budgeting process and provide the relevant reports and analysis to support the process
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy
• Identify solutions to enhance cost effectiveness and increase operational efficiency
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings

Competencies    

• Business Acumen
• Collaboration
• Client/Stakeholder Commitment
• Impact and Influence
• Drive for Results
• Self-Awareness and Insight
• Leads Change and Innovation
• Diversity and Inclusiveness

Deadline:15th August,2025

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Role Purpose    

• Responsible for a underwriting/Policy Administration, such as issuing new business, effecting changes/endorsements to existing business,  providing overall supporting role to the renewal process (i.e. preparation of claims reports and preparing renewal terms templates) , and liaising with brokers.

Requirements    

• FAIS compliant and appropriate RE certification
• General Insurance Qualification
• Minimum 120 FAIS credits (NQF level 5)
• At least 5 years commercial underwriting experience in the Insurance Industry of which 3 years should at least be in commercial motor underwriting
• Prior Claims Administrant Exposure (advantage)
• Credit control/Bookkeeping (Advantage)

Duties & Responsibilities    
GENERAL ADMINISTRATION

• Assist in all Facility functions during Tender season to prepare quotes for tendering processes and writing business within agreed underwriting principals and guidelines
• Issuing of new business schedules/wordings and invoicing
• Ongoing Credit control & Debtors Management
• Monitor the facility ageing reports regularly to identify the overdue premiums/ transactions,
• Follow- up on an ongoing basis on outstanding payments through, emails, letters and physical meetings with relevant stake holders
• Investigate and resolve any dispute or anomalies in relation to individual outstanding invoices and escalate the issue with your immediate direct supervisor if necessary
• Prepare and present regular reports on debtors’ statuses in internal forums.
• Identify trends, risk for process improvement in credit control and overall debtors’ management.
• Build strong relationships with key brokers

RETENTION

• To work through broker closings and capture correct information in order to quote on tender.
• To ensure all documentation and info has been received before any tender/quotation can be quoted.
• Once documentation has been received, claims on the specific account need to be analysed and loss ratio is determined and projected.
• Total account is analysed in detail in order to determine what rates should be applicable
• To liaise with brokers telephonically and if need be in person.
• To keep control of the administration process, sign off policy documentation, issuing of policies and Sasria coupons in time as well as liaising with Sasria.
• To administer policies once tender has been awarded to company.
• General daily maintenance of policies by providing quotes on additional items brokers/clients would like to add on their respective policies and generally manage the daily endorsements of policy as per the agreed turn-around time.

NEW BUSINESS / RNEWALS / AMENDMENTS

• General Policy administration function(s)
• Monitor and apply corrective action on badly performing clients
• Maintaining an acceptable loss ratio
• Maintaining and building relationships with brokers
• Following up with respective brokers to ensure we receive all proposed terms on time and they are processed on the system as per the SLA’s.
• To load and invoice policies
• To type schedules and send them out
• To amend and invoice policies accordingly to instructions received.
• To prepare renewals and underwrite them
• Load and do invoicing post renewal.
• Generate and distribute renewal policies.
• Handle all client queries, complaints and problems

CLAIMS SUPPORT

• Overall Support to Claims department
• Act as a key point of contact for all underwriting related claims queries
• Provide regular and timely updates to claim technician pertaining underwriting and Policy related queries.
• Keep the system updated at all times with any developments of a policy that requires claims attention.
• Premium confirmation
• Policy memorandum
• Cover confirmation
• Collate Assets Registers from brokers for all accounts related to cover placed, and keep such updates available to claims
• Provide feedback on recurring basis on any updates from claims (Technicians/ Services providers) to underwriting related to risk recommendation and ensure that the policies are updated and endorsed accordingly.

Competencies    

• Business Acumen
• Collaboration
• Client/ Stakeholder Commitment
• Drive for Results
• Self-Awareness and Insight

Deadline:22nd August,2025

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Role Purpose    

• Accurately control and process financial information and prepare financial reports and analysis to enable business processes in respect of investment accounting.Manage a team of accountants and be able to review, guide and assist where necessary.

Requirements    

• Degree in Financial Management or Accounting
• Completed Articles / Traineeship
• CA / CFA / ACCA / CIMA (advantageous) 
• At least 7 – 10 years experience in accounting and or investments
• At least 3 - 5 years management experience
• At least 3 years Insurance experience

Duties & Responsibilities    

• Management of the accounting and reporting function for investment assets for Guardrisk Insurance, Guardrisk Life and Guardrisk Microinsurance, being subsidiaries of Guardrisk Group (a subsidiary of the Momentum Group) and being licensed cell captive insurers.
• Manage a small team of accountants and provide assistance, support, training and transfer of skills.
• Oversee and assist in the accurate, efficient and timely capturing and reporting of investment transactions in the general ledger for the licensed cell captive insurers above.
• Review and /or prepare investment instructions, ensuring authorisation by correct level of authority in terms of company policies.
• Ensure adherence to investment mandates and ensure non-compliance is corrected and reported.
• Take accountability for the review and system allocation of investment returns to cell clients and various portfolios on each license.
• Compile or review monthly, quarterly and year-end reconciliations
• Identify, investigate, resolve and report any discrepancies.
• Provide support relating to investment related transactions to investment accountants, portfolio managers, portfolio accountants, actuarial team and other colleagues.
• Prepare and/or review quarterly reporting templates to various regulators (Prudential Authority, South African Reserve Bank etc.) and board committees.
• Prepare/provide guidance/review adhoc returns required from various regulators, management or Momentum Group.
• Contribute to the enhancement of systems, processes and controls in order to enhance financial management.
• Review and or prepare and provide necessary documentation to complete timely audit both for client and Guardrisk.
• Contribute to the audit process and resolve any audit queries within the set timelines.
• Preparation of annual budgets and monitoring monthly results against budget.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Identify operational and financial risks and assist in implementation of mitigating controls.
• Build and maintain relationships with internal and external stakeholders.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service within the organisation.
• Provide authoritative expertise and advice to external clients and internal stakeholders.
• Build and maintain relationships with external clients and internal stakeholders.
• Deliver on service level agreements made with internal and external stakeholders and clients.
• Make recommendations to improve client service within area of responsibility.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.

Competencies    

• Business Acumen
• Collaboration
• Client/Stakeholder Commitment
• Impact and Influence
• Drive for Results
• Self-Awareness and Insight
• Leads Change and Innovation
• Diversity and Inclusiveness

Deadline:27th August,2025