Trending Jobs at Assupol

Description

• 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

Requirements

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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Description
Duties & Responsibilities:

Contribute to the efficient and effective fulfilment of the Regulatory function

• Comply with the law and industry requirements for Assupol
• Prevent legal and regulatory risk by keeping up with changes and development to legislation
• Assist in drafting, maintaining and updating policies and procedures to ensure regulatory compliance
• Provide legal services for effective communication
• Assist  in changing complex language into plain language (TCF) (letters, contracts, application forms)
• Promote effective communication to clients 

Draft legal documentation for the Assupol Group

• Draft contracts, application forms and letters according to client specifications and legislative requirements

Provide general legal services

• Consult and liaise with stakeholders (clients) on general legal requirements (check lease agreements, group scheme documents, ombud cases)
• Provide overall legal assistance, guidance and advice to Assupol Group of Companies
• Assist with Dispute Resolution
• Assist with debarment, CCMA and Financial Services Tribunal matters
• Review & sign-off of lease agreement for the Assupol Group of Companies
• Promote effective communication to clients 
• Promote awareness on regulatory matters (TCF)
• Promote knowledge and awareness in Assupol Group of Companies with law requirements (emails, presentations, one-one)
• Inform employees about relevant legal aspects

Requirements
Formal Education:

• LLB Degree
• Admitted attorney

Experience:

• 2-3 years’ experience in commercial law or litigation
• Insurance Experience (Advantage)

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Description
Main Purpose

• To recruit, maintain and develop sales representative and brokers and set targets.

Develop and maintain sales and marketing plan

• Develop an integrated sales & marketing plan
• Implement and align marketing plan with regional plan and submit to management
• Review and update strategic plan on a regular basic
• Compile report on progress made on strategic plan
• Communicate strategic plan to sales representatives
• Perform recruitment and selection process for sales representative

Advertise and market representative positions through presentations

• Select applicants in accordance with FSCA requirements implementation of assessment selection battery

Conduct training to sales representative

• Facilitate the pre-course and post-course training
• Responsible for on-the-job assessment of representatives

Conduct coaching process

• Give technical support and motivation to representatives
• Coach representatives on improving their selling skills
• Provide recognition through performance management system

Conduct training to brokers

• Ensure brokers are equipped with sufficient office documentation e.g. application forms
• Handle administration queries on behalf of dedicated brokers
• Check business methods of dedicated brokers and advise accordingly
• Update brokers on Assupol products and services regularly
• Ensure computer software of brokers are up to date in respect of Assupol products and services
• Build professional business relationships with brokers 

Identity and develop new and current markets

• Identify, penetrate and develop new markets
• Negotiate stop order markets
• Maintain contacts with key decision makers and insurance industry resources (new and existing)
• Retain and increase market share in existing markets
• Manage the business retention
• Conduct products presentations in the market

Maintain production targets and retain business

• Ensure and monitor set production targets are achieved
• Maintain business retention 

Comply with FAIS requirements

• Supervise representative when rendering services under supervision
• Submit supervision evidence to MSSI on a monthly basis
• Mentor and train supervisee to ensure that they have a proper understanding of products
• Observe meetings between representative and clients 

Compliance

• Complaints
• Number of complaints Received
• Number of complaint referred for investigation (Forensic)
• Number of complaints referred for Debarment Hearing based on outcome from debarment Committee

Training and Awareness

• Refresher Training
• New Product Training
• Record of Advice
• Financial Needs Analysis
• Completion of the application forms

Other

• Adhere to code of conduct
• Adhere to TCF
• Comply with risk and audit requirements
• Display the values and culture
• Provide leadership to your team to assist them in achieving their target

Requirements
Knowledge and Skills 

• Formal Education
• Matric
• Relevant Qualification (recognised by the FSCA)
• Technical/Legal Certification
• Regulatory Examination Level 5: Representatives
• Regulatory Examination Level 1: Key Individuals
• Class of Business (Long Term Insurance and Investments) (Depending on Date of Appointment as Key Individual in the industry)
• CPD

Experience

• 1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds
• 2 years Project Management
• 2 years Insurance industry
• At least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds

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Description
Duties & Responsibilities

Contribute to the efficient and effective functioning of Compliance Function

• Assist the manager to ensure that the compliance function is in compliance with law,and industry and regulatory body requirements.
• Promote the prevention of legal and regulatory risk in the company (TCF).
• Maintain efficient and effective operations in Compliance.
• Ensure that policies and procedures with regards to the Compliance function are being adhered to (TCF).
• Attend specific forums as may be required to represent the Compliance and Regulatory Affairs department.

Responsible for Compliance Monitoring and Reporting

• Monitor compliance risk, policies and procedures at Head Office and branches of Assupol Group.
• Maintain the standardized monitoring procedure.
• Complete monitoring reports. 
• Provide overall compliance assistance, guidance and advice to Assupol Group of Companies.
• Contribute to the development of compliance risk management plans.
• Contribute to the completion of compliance reporting (internal and regulatory).

Provide Training and Awareness on Compliance Matters

• Create awareness in Assupol Group of Companies with legal requirements (TCF).
• Inform employees about relevant compliance matters.
• Develop, educate and enabling healthy and business orientated compliance culture.
• Regularly meet with stakeholders, including the regional managers of the specific business units to identify and address compliance risks.

Requirements
Formal:

• Legal Degree/relevant
• LLB Degree
• Admitted Attorney (advantage)
• Compliance Certificate (Advantage)

Experience:

• 2-3 years’ experience in Risk management and Compliance
• 2-3 years Insurance Industry experience 
• Must be willing to travel to Limpopo and Mpumalanga