Short-Term Insurance Claims Negotiator

A well-established Insurance Brokerage in Cape Town, Southern Suburbs is looking to recruit a

Claims Negotiator with the below requirements. The position will be office based.

Minimum requirements:

·        Matric

·        Full NQF 4 (120 Credits)

·        RE qualification essential

·        Minimum 5 years claims handling experience essential – Personal Lines and Commercial

·        Good computer skills and CIMS proficient

·        Sound knowledge of Motor & Non-Motor claims settlement.

·        Be able to work under pressure with minimal supervision.

·        Ability to be a team player that can actively encourage open and frank communication in a team environment.

·        Subscribe to the purpose, vision and values of the company.

 

Responsibilities:

Coordinate and oversee, manage, negotiate and settle claims end to end
Register claims and appoint assessors
Manage claims in terms of SLA’s
Make decisions regarding merit
Negotiate settlements
Manage salvage process (motor & non-motor salvage)
Daily system updates
Liaise with stakeholders
Prompt feedback and handling of complaints (internal & external)
Salary commensurate with experience.

The employment package includes Provident Fund and a Medical Aid contribution.

Suitable candidates must send their CV to vacancies@intasure.co.za

Consider your application unsuccessful if you have not been contacted within 14 days of the advert

Key Individual (KI)- Part-Time & Remote

Remote Role

Your Role:

  • Oversee and manage compliance functions as per FAIS requirements.
  • Supervise and mentor representatives.
  • Ensure operational and regulatory excellence.
  • Liaise with the FSCA and other regulatory bodies.

What We’re Looking For:

  • Approved or eligible FAIS Key Individual status
  • RE1 is required; RE5 is an advantage
  • Minimum 2 years’ experience in a compliance or oversight role
  • Strong understanding of FAIS, FICA, and FSCA regulatory processes
  • Proven leadership, decision-making, and analytical skills
  • Must have FSCA Category Approval aligned to relevant subcategories

Please include your FSCA DOFA and clearly list your FSCA Category Approvals (e.g. Cat I, Cat II) with your application

What We Offer:

  • Competitive remuneration (aligned to license type and scope)
  • Flexible, remote working arrangements
  • Ongoing opportunities for professional development
  • A collaborative, forward-thinking environment

Ready to take the next step in your career?
Send your CV, FSCA DOFA, and your FSCA Category Approvals (e.g. Cat I, Cat II) to info@benfeivel.com

Financial Advisor

Employment Type: Full-time
Earning Potential: Up to 100% commission + Bonuses

Are you passionate about helping people secure their financial future?

Join Our Client, a leading financial services group, and take the next step in your career as a Financial Advisor. We offer expert guidance, training, and a supportive environment to help you succeed in the financial industry.

What We Offer

  • Full support & infrastructure Office space, telephony services, administration, and compliance support
  • Comprehensive training Industry-related qualifications, technical & soft skills development
  • Marketing & business coaching Helping you build a strong client base
  • Access to a lead generation system Maximizing your sales potential
  • Product & specialist support Risk, investments, private wealth, and more
  • Compliance & legal assistance Ensuring ethical and professional service

Remuneration & Benefits

  • Up to 100% commission Uncapped earning potential
  • Vesting bonuses For the first 2 years
  • Performance bonus (13th cheque) Paid in December
  • Training allowance of R26,000 Paid over the first 3 months
  • Tech loan of R16,000 Interest-free
  • Pension fund & group life cover Secure your future
  • Ongoing training via Sanlams Academy Stay ahead in your career

What You’ll Do

  • Network, prospect, and generate leads
  • Build long-term relationships with clients
  • Provide tailored financial solutions based on client needs
  • Manage client portfolios and ensure excellent service delivery
  • Stay up to date with industry regulations and best practices

Requirements

  •  Matric (Essential) | Degree (Preferred)
  • ️ Driver’s license & own vehicle
  • Sales experience (Essential) | Industry experience (Preferred)
  •  RE5 certification
  • Clear criminal & credit record
  • Minimum entry age: 23 years

How to apply

Apply by sending your CV to- info@millennialnxt.co.za 

Ready to take control of your career?

Apply today and become part of a team that empowers individuals to achieve financial success.

Commercial Lines Underwriter

A well-established brokerage, based in Pinelands, is seeking a qualified Commercial Lines Underwriter to join their team. This is a permanent position within the Commercial Lines division, responsible for connecting clients with tailored coverage solutions.

Minimum Requirements:

  • Grade 12 (Matric)
  • FAIS Compliant (including RE5 and relevant qualification)
  • 5+ years’ experience in commercial underwriting
  • Knowledge of Cardinal360 (Cims) and Tial is a definite advantage

Key Responsibilities:

  • Attend to renewals, endorsements, and new business
  • Interact with clients and insurers to provide coverage solutions
  • Office-based role

Salary:
Salary is commensurate with experience and qualifications and includes a provident fund.

Short-Term Insurance Commercial Lines Underwriter

A well-established Insurance Brokerage in Cape Town, Southern Suburbs requires the services of an office based Commercial Lines Underwriter.

Minimum requirements:

·        FAIS accredited (Relevant qualification, RE5 and CPD points for new cycle)

·        Minimum 6 years experience in a broking environment

·        Good computer skills and Cims proficient

·        Be able to work under pressure with minimal supervision

·        Attention to detail and a systematic, thorough approach

·        Excellent communication skills, both verbal and written

·        Excellent conflict handling skills

·        Highly competent with MS Office suite, paperless environment & Workflow experience

Key Responsibilities:

 

Customer Service

·      Liaison with potential and existing clients, building positive relationships by giving accurate, appropriate information on policy covers, terms and conditions.

·      Adhering to Service Level Agreements set by the company.

Portfolio Management

·      Liaising with Brokers, Insurers and Suppliers.

·      Processing quotes, new policies, renewals and endorsements.

·      Accurate record keeping, continuous management of files, correspondence and diary.

Insurance Knowledge

·      Studying various insurance products and proposals, and gathering and assessing background information;

·      Keeping abreast of developments within the industry;

·      Calculating possible risk using risk assessments, actuarial information, other statistics and own judgement;

·      Determining correct competitive premiums and fees, and negotiating terms with Insurers and Brokers.

·      Specifying conditions to be imposed on different types of policies.

·      Keeping detailed records of policies underwritten, and decisions made.

Financial

·      Manage credit control of client portfolios and institute growth of administration fees.

 

Salary commensurate with experience.

The employment package includes Provident Fund and a Medical Aid contribution.

Suitable candidates must send their CV to vacancies@intasure.co.za

Consider your application unsuccessful if you have not been contacted within 14 days of the advert.

 

Broker Support Administrator 

An organised and competent Broker Support Administrator is required by a High Networth short term insurance brokerage based in Newlands, Cape Town.

Minimum Requirements:

10 years recent experience as a short-term insurance broker in a small office with the ability to multi-task and work well under pressure.

Please do not apply unless you have extensive knowledge in at least two of the following three areas:

  • Commercial insurance
  • Personal insurance
  • Claims management

Proficiency in the use of Excel is essential, as is an excellent command of the English language, both verbal and written.

Accuracy, attention to detail, the ability to think laterally, and interpersonal skills will be required to succeed with this application.

Qualifications above NQF Level 5 are a prerequisite, or alternatively extensive experience in the industry as a short-term insurance broker.

A highly negotiable salary will be offered to the successful candidate. Own transport is essential due to the location of the office.  This is not a position entailing remote work.

Please submit your CV together with a short letter of application to intellibrokers@worldonline.co.za

If you have not received a response within 2 weeks, please regard your application as unsuccessful.

 

Compliance Officer

Trive South Africa – Licensed Financial Services Provider (FSP27231)

Type: Full-time

Position Overview:

We are seeking a detail-oriented and knowledgeable Compliance Officer to join our team. The Compliance Officer will be responsible for ensuring that the company adheres to all regulatory requirements and internal policies, promoting a culture of compliance and ethical conduct throughout the organization.

Key Responsibilities:

  • Develop, implement, and maintain compliance policies and procedures in accordance with regulatory requirements.
  • Monitor and assess legislation to identify compliance risks and ensure adherence to compliance standards.
  • Develop compliance risk management plans and monitoring plans to mitigate potential risks.
  • Conduct regular compliance audits and reviews to evaluate effectiveness and compliance with policies.
  • Provide training and guidance to staff on compliance-related issues and best practices.
  • Draft and monitor compliance policies to ensure they are up-to-date and effective.
  • Stay updated on changes in legislation and regulations that may impact the organization.
  • Prepare and submit compliance reports to senior management and regulatory authorities as required.
  • Act as a point of contact for regulatory bodies and manage communications related to compliance matters.
  • Collaborate with internal departments to address compliance issues and implement corrective actions.

Required:

  • Bachelor’s degree in Law or Risk Management
  • Proven experience in a compliance role within the financial services industry, preferably with experience in FSP and ODP regulations.
  • Strong understanding of the Financial Markets Act, as well as experience with derivatives and FAIS (Financial Advisory and Intermediary Services).
  • RE1 & RE5
  • Excellent analytical and problem-solving skills, with attention to detail.
  • Strong communication and interpersonal skills, with the ability to work collaboratively across teams.
  • Ability to maintain confidentiality and handle sensitive information with integrity.

Experienced Financial Planners

Join Advisory Partners Collective and take your career to the next level with top-tier support, cutting-edge resources, and a powerful network for success.

🔹 Growth-driven environment

🔹 Industry-leading collaboration

🔹 Meaningful impact

Minimum Requirements (🚫 Not Negotiable )

✔ 1–2 years of experience as a Financial Advisor (Face to Face)

✔ RE5 Certification

✔ NQF Level 5 qualification (or equivalent)

✔ Clear credit record and no criminal history

✔Driver’s License and Vehicle

For more Info visit:   https://advisorypartners.co.za/

Commercial & Personal Lines Underwriters

Our client, a leading financial services group, has roles available for both Commercial and Personal Lines Underwriters. They are looking for detail-oriented and proactive Underwriters who will be responsible for generating commercial and/or personal lines quotations for new and existing clients, preparing and activating files with product providers, and managing day-to-day underwriting requests. This role also involves requesting renewal terms from providers and preparing renewal files for advisers on both commercial and personal lines policies.

Key Responsibilities:

  • Generate and provide quotations based on adviser requests.
    Ensure accuracy of client contact details and load contacts onto the system.
  • Prepare comprehensive quotation files and activate accepted quotations with product providers.
  • Send welcome packs to clients and advisers, and upload all documents onto the system.
  • Record new business and provide completed packs to the compliance monitoring division.
  • Manage day-to-day underwriting requests and update policy schedules.
  • Request renewal terms, prepare renewal packs, and handle adjustments post-adviser review.
  • Negotiate better terms with providers where needed.
  • Ensure all processes are in place and seek adviser or team leader assistance when necessary.

Skills and Qualifications:

  • Grade 12 certificate.
  • Proficiency in MS Outlook, Excel, and Word.
  • Successfully completed the RE 5 Examination (Representatives).
  • NQF Level 4 Short Term Insurance qualification or currently studying towards it.
  • DOFA confirmation from FSCA.
  • Minimum of 3 years’ experience in the short-term insurance industry.
  • Excellent verbal and written communication skills.
  • Strong administration, organization, and planning skills.
    Ability to handle administrative pressure and possess negotiation skills.

To apply, send your CV to careers@porcupine.ai. If you don’t receive any feedback within 10 working days after the closing date, please accept your application as unsuccessful. In response to this ad, you acknowledge and accept that we’ll need to process your personal info. To see how we process personal info, feel free to check out the privacy policy on our website.

Financial Advisor

Company Description

A Financial Services Provider specializing in a high return on Investments. At Rise Up Capital, we are more than just an investment firm, we are your trusted partner in navigating the financial landscape. Our mission is to deliver innovative and strategic investment solutions that drive long-term value, while our vision is to be a global leader in transforming opportunities into sustainable growth.

We are an authorized financial services provider (FSP 48979).

Qualifications/Experience

  • 2 years experience in Financial Services, focusing on sales within risk and investments
  • 2 years Financial Planning experience,
  • Knowledge of the professional client market dynamics,
  • Proven success in a high performance sales environment,
  • Grade 12 (Matric), RE1 & RE5 qualifications, successful completion of supervisory process

Responsibilities and Duties

  • Provide tailored financial advice to professionals,
  • Prepare and present proposals to clients using advanced financial planning tools,
  • Meet clients to understand their financial goals,
  • Simplify complex financial information for clients,
  • Build and maintain strong client relationships,
  • Grow a client base within the first 24 months and beyond,
  • Adhere to compliance and operational standards,
  • Stay updated on product performance and industry changes,
  • Develop a network and sustainable business within the professional market