CLAIMS ADMINISTRATOR (NON-MOTOR) – BUILDINGS 

The position for a Claims Administrator has become available at MUA, Cape Town. MUA is looking for a high energy dynamic individual with a strong claims background in both home and motor insurance. The successful applicant will assist the Claims non-motor Buildings team.

Main Purpose:

• To ensure that all documentation for new claims is completed and captured on the system.
• To process, negotiate and finalise all claims falling within the ambit of this position

Main Job Functions:

• Registration of new claims.
• Appoint Loss Adjuster/ Investigator if and when necessary.
• Make critical claims technical decisions in line with MUA’s products and procedures and within the set timeframes (company turnaround times).
• Update claims and estimates on the system.
• Manage a diary of the workflow and deadlines for information and service.
• Make payments as required.
• Maintain a good relationship of co-operation, feedback and service to Brokers and Service Providers. This includes telephonic and written queries, and correspondence.
• Provide reports to management as required.

Competencies (Key Requirements):

The suitable incumbent must have the following competencies:

• Registered as a representative with the FSCA within the last 5 years for Short Term Personal and Commercial lines – intermediary services without supervision.
• COB (class of business) completed for Personal and Commercial Lines (if relevant)
• The incumbent has 3 to 5 years claims experience together with good administration skills and the ability to look at all aspects of the job, regardless how detailed.
• Ability to be a team player that can actively encourage open and frank communication in a team environment. Encourages a climate of teamwork through their actions; and is committed to team goals rather than personal goals.
• Positive and willing attitude as well as a service culture
• Susceptible to change.
• Ability to prioritise own workload.
• Ability to remain calm and productive under pressure as this can be a fast-paced job.
• Methodical / analytical ability and numerical ability – able to analyse situations, form opinions, and make decisions independently, and calculations accurately.
• High level of communication skills (both written and verbal).
• The ability to proactively develop customer relationships, making efforts to listen and understand the customer, anticipating and providing solutions to customer needs to customer satisfaction.
• Computer Literacy (MS Office: Outlook, Word, and Excel).

If you are interested in applying, please submit your latest CV, copies of full qualification documents and latest DOFA document to: careers@mua.co.za

 

GENERAL JOB INFO:
The incumbent will report to the Verso Wealth Managing Director. This position will be responsible for providing professional financial planning and investment advice to existing and prospect base of clients and members of retirement funds. The successful candidate will be responsible for sourcing, retaining, and growing a client base by providing objective, independent life-centered financial planning and advice to clients.

The ideal candidate is to be a self-motivated financial advisor who can work independently at the Bellville offices. The successful candidate must be focused on customer service as well as living the organization’s values of respect, integrity, transparency, professionalism, diligence and striving to continuously grow and develop.

QUALIFICATIONS AND EXPERIENCE:
Academic qualifications:

• Relevant business-related degree and a post graduate diploma in financial planning.
• Relevant further qualifications will be an advantage.
• Being a Certified Financial Planning ® professional will be an advantage.

Experience:

• At least 8 to 10 years’ experience as a financial planner.
• A proven record of building and managing a mature and profitable client base.

Other:

• • Meet Fit and Proper requirements in terms of the FAIS Act in order to be appointed as a representative.
  • RE5 certificate and relevant industry training i.e., FICA and POPI.
  • Completed supervision in the following business classes:
    CATEGORY I
    o Long-Term Insurance subcategory A
    o Long-Term Insurance subcategory B1
    o Long-term insurance subcategory B2
    o Long-term Insurance subcategory B2-A
    o Long-term Insurance subcategory B1-A
    o Long-Term Insurance subcategory C
    o Retail Pension Benefits
    o Pension Funds Benefits
    o Money market instruments
    o Debentures and securitized debt
    o Bonds
    o Derivative instruments
    o Participatory interests in a collective investment scheme
    o Long-term Deposits
    o Short-term Deposits

• A thorough understanding of compliance issues associated with the providing of financial advice.
• MS Office: Word, Excel & Outlook proficient.
• Contactable references.
• Personal attributes:
  o Client centric.
  o Well-spoken and professional.
  o Positive attitude.
  o Problem solver.
  o Good interpersonal skills.
  o Good at multi-tasking.
  o Organized, diligent, meets deadlines.
  o Ability to work independently as well as part of a team.
  o Professionally mature.
  o High ethical Standards.
  o A lifelong student.

JOB TYPE:

• Permanent; full time; on site.
• The incumbent will report at our Bellville office.
• Office hours: 7.5 hours per day. Monday to Friday, between the hours of 08h00 – 17h00, core hours are between 09h00 – 16h00.

REMUNERATION & BENEFITS OFFERED:

Negotiable – based on qualification & years of experience.
Compulsory membership of:

• • Employer’s risk benefit scheme.

SKILLS REQUIRED:
We are looking for an exceptional individual who can demonstrate the strength of character and self-motivation to succeed in a high-profile role. Ideally you will have –

• previous experience in a similar position with a thorough knowledge of legislation applicable to the financial industry.
• excellent interpersonal, marketing, and presentation skills.
• strong organizational skills, attention to detail and goal–orientated with an eager competitiveness for success.
• a passion for service delivery and client management.
• excellent verbal and written communication skills in both English and Afrikaans (more languages an advantage).
• a good understanding of the dynamics and value of a team.
• the ability to thrive under pressure.

KEY DUTIES & RESPONSIBILITIES:
The key duties and responsibilities include –

• Assist clients to grow and protect their wealth by following the Verso Wealth approved holistic financial planning methodology to offer clients advice on financial management; retirement planning; personal risk management; estate planning; investment planning; risk cover – disability, death & dread disease in line with approved product and investment houses and products on the Verso Wealth house view.
• The successful candidate will be responsible for recruiting new clients.
• Actively serve new and existing clients, provided by the organization.
• Work actively with other divisions in the group to develop and grow cross marketing opportunities.
• Rendering initial and ongoing financial planning advice within the framework of the Verso Wealth FSCA license approved product categories to the existing and prospective clients of the employer.
• Maintaining best practice standards and complying with all present and future statutory and regulatory requirements as regards specific financial products, personal character qualities, qualification requirements, experience requirement and professional conduct.

TO APPLY:
Those that meet the above-mentioned requirements, please submit your application via a detailed CV for the attention of Ms. K Smit to e-mail careers10@verso.co.za by no later than 15 August 2023.

In submitting your information to Verso, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.

TO APPLY:
Those that meet the above-mentioned requirements, please submit your application via a detailed CV for the attention of Ms. K Smit to e-mail careers10@verso.co.za by no later than 2 September 2023.

In submitting your information to Verso, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.

You may also visit us online at:

• • Website: https://verso.co.za/
  • LinkedIn profile: https://www.linkedin.com/company/verso-financial-service/

* Please note that the Verso Group may add, delete or expire jobs at any time.

GENERAL JOB INFO:

The incumbent will report to the Verso Employee Benefit Consulting MD. The incumbent will consult to our corporate clients on their employee benefits (retirement and risk benefits) requirements. The  benefits consultant provides day to day advisory/consulting, brokerage and administrative services to the employer while also dealing directly with the employees on query resolution, employee  communication, claims and other administrative related tasks.

The ideal candidate would be a motivated, hard-working self-starter with excellent management, business development and strategic planning skills and have the required expertise and relevant experience in retirement fund consulting.

QUALIFICATIONS AND EXPERIENCE:

Academic qualifications:

• Relevant business-related degree and / or other industry applicable qualification i.e., BCom degree or at least a NQF 6 equivalent.
• Further studies will be an advantage.

Experience:

• At least 6 years relevant employee benefits consulting experience, having recently provided consulting services to retirement funds.
• At least 5 years management experience.
• A proven record of successful client servicing to employers / retirement funds, and proven new business generation would be an advantage.

Other:

• FAIS accredited, with excellent technical knowledge of the industry (RE5). The position may also carry Key Individual responsibilities. (RE1), and the successful candidate must have proven and current experience in the following business classes:
  • Short-Term Insurance Commercial Lines, Long-Term Insurance, Pension Funds Benefits, and the various applicable Investment categories.
• Applicable and proven legislative/industry knowledge required.
• MS Office: Word, Excel & Outlook proficient.
• Contactable references.

JOB TYPE:

• Permanent; full time; on site.
• The incumbent will report at our Pretoria office.
• Office hours: 7.5 hours per day. Monday to Friday, between the hours of 08h00 – 17h00, core hours are between 09h00 – 16h00.

REMUNERATION & BENEFITS OFFERED:

Negotiable – based on qualification & years of experience.
Compulsory membership of:

• Employer’s Provident Fund,
• Employer’s risk benefit schemes, and
• Discovery Health medical scheme (unless a member of spouse’s medical aid).

SKILLS REQUIRED:

We are looking for an exceptional individual who can demonstrate the strength of character and self- motivation to succeed in a high-profile executive role. Ideally you will have –

• previous experience in a similar position of employee benefits / retirement fund consulting with a thorough knowledge of legislation applicable to the retirement fund industry.
• excellent interpersonal, marketing, presentation, and management skills.
• strong organizational skills, attention to detail and goal–orientated with an eager competitiveness for success.
• a passion for service delivery and client management.
• excellent verbal and written communication skills in both English and Afrikaans (more languages an advantage).
• a good understanding of the dynamics and value of a team.
• the ability to thrive under pressure.

KEY DUTIES & RESPONSIBILITIES:

The key duties and responsibilities include –

• Be able to manage a portfolio of clients.
• Maintain existing business and acquire new business through cross selling, business -partnerships and individual initiatives, to grow business.
• Maintain strong working relationship with different business channels and external consultants by offering excellent customer service relating to employee benefits products.
• Collecting market intelligence and prepare reports to management for formulating marketing strategy.
• Analyzing, developing, implementing, and communicating client EB solutions.
• Arranging and attendance of Trustee / Manco meetings, as well as the provision of secretarial services. Prepare and distribute agenda packs for meetings. Take minutes of meetings.
• Ensure the quality of information flows to our clients.
• Deliver compelling business solutions to support clients in achieving their goals.
• Establish a relationship with key decision makers, the participating employer & trustees.
• Set an annual year plan per Fund and arranging Trustee/Manco meetings and other Fund activities.
• Provision of appropriate advice, excellent client service and project management of Fund critical events to ensure the smooth running of the Fund.
• Manage service providers.
• Prepare and conduct member presentations.
• Conduct risk re-brokes.

TO APPLY:

Those that meet the above-mentioned requirements, please submit your application a detailed CV for the attention of Ms. K Smit to e-mail careers16@verso.co.za by no later than 2 September 2023.

In submitting your information to Verso, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.

You may also visit us online at:

• • Website: https://verso.co.za/
  • LinkedIn profile: https://www.linkedin.com/company/verso-financial-service/

* Please note that the Verso Group may add, delete or expire jobs at any time.

GENERAL JOB INFO:

The incumbent will report to the Verso Consult CEO and will direct and control the Verso Employee Benefits Consulting business and give strategic guidance and direction to the Board, to ensure that the Company achieves its mission and objectives. The incumbent will lead and manage a team of employee benefit / retirement fund consultants and administration staff (including at our respective branch offices), ensuring that all targets are achieved, and that each consultant has delivered compelling business solutions to support their clients in achieving their goals.

The ideal candidate would be a motivated, hard-working self-starter with excellent management, business development and strategic planning skills and have the required expertise and relevant experience in retirement fund consulting.

QUALIFICATIONS AND EXPERIENCE:

Academic qualifications:

• Relevant business-related degree and / or other industry applicable qualification i.e., BCom degree or at least a NQF 6 equivalent.
• Further studies will be an advantage.

Experience:

• At least 10 years relevant retirement fund consulting experience, having recently provided consulting services to retirement funds.
• At least 7 years management experience.
• A proven record of successful client servicing to retirement funds, and proven new business generation would be an advantage.

Other:

• FAIS accredited, with excellent technical knowledge of the industry (RE5). The position also carries Key Individual responsibilities. (RE1), and the successful candidate must have proven and current experience in the following business classes:
  • • Short-Term Insurance Commercial Lines, Long-Term Insurance, Pension Funds Benefits, and the various applicable Investment categories.
• Applicable and proven legislative/industry knowledge required.
• MS Office: Word, Excel & Outlook proficient.
• Contactable references.

JOB TYPE:

• Permanent; full time; on site.
• The incumbent will report at our Bellville office.
• Office hours: 7.5 hours per day. Monday to Friday, between the hours of 08h00 – 17h00, core hours are between 09h00 – 16h00.

REMUNERATION & BENEFITS OFFERED:

Negotiable – based on qualification & years of experience.

Compulsory membership of:

• Employer’s Provident Fund,
• Employer’s risk benefit schemes, and
• Discovery Health medical scheme (unless a member of spouse’s medical aid).

SKILLS REQUIRED:

We are looking for an exceptional individual who can demonstrate the strength of character and self-motivation to succeed in a high-profile executive role. Ideally you will have –

• previous experience in a similar position of employee benefit / retirement fund consulting with a thorough knowledge of legislation applicable to the retirement fund industry.
• excellent interpersonal, marketing, presentation, and management skills.
• strong organizational skills, attention to detail and goal–orientated with an eager competitiveness for success.
• a passion for service delivery and client management.
• excellent verbal and written communication skills in both English and Afrikaans (more languages an advantage).
• a good understanding of the dynamics and value of a team.
• the ability to thrive under pressure.

KEY DUTIES & RESPONSIBILITIES:

The key duties and responsibilities include –

• Direct and control the work and resources of the division and ensure the recruitment and retention of well-motivated and trained staff to ensure that its mission and objectives are achieved.
• Develop and implement comprehensive corporate and business plans and monitor progress against these plans to ensure that the Company attains its objectives as cost-effectively and efficiently as possible.
• Provide strategic advice and guidance to the Verso Consult CEO and the Board, to keep them aware of developments within the industry and to ensure that the appropriate business models are developed to meet the Company’s mission and objectives.
• Develop and maintain research and development programs to ensure that the Company remains at the forefront of the industry, offering leading-edge and cost-effective products and services.
• Prepare and oversee the implementation of the annual budget to ensure that budget targets are met, that revenue flows are maximized and that fixed costs are minimized.
• Develop and maintain an effective marketing and public relations strategy to promote the products, services, and image of the Company in the wider industry.
• Represent the Company and build trust relationships with clients, service providers and other key stakeholders.

TO APPLY:

Those that meet the above-mentioned requirements, please submit your application a detailed CV for the attention of Ms. K Smit to e-mail careers06@verso.co.za by no later than 2 September 2023.

In submitting your information to Verso, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.

* Please note that the Verso Group may add, delete or expire jobs at any time.

GENERAL JOB INFO:

You will be responsible for general office administration, agendas and minutes, client relations and walk- in clients by providing assistance and resolving queries in a professional and timely manner. The  successful applicant would need to be professional, proactive, dedicated, and meticulous.

QUALIFICATIONS AND EXPERIENCE:

A minimum qualification, matric certificate or equivalent.

JOB TYPE:

• Permanent; full time; on-site.
• The incumbent will report at our Pretoria office.
• Office hours: 7.5 hours per day. Monday to Friday, between the hours of 08h00 –17h00, core hours are between 09h00 – 16h00.

REMUNERATION & BENEFITS OFFERED:

Negotiable – based on qualification & years of experience.

Compulsory membership of:

• Verso Umbrella Retirement Provident Fund.
• Employer’s risk benefit schemes.
• Discovery Health medical scheme (unless a member of spouse’s medical aid).

SKILLS REQUIRED:

• Excellent communication and interpersonal skills.
• Ability to handle a high volume of calls and multitask effectively.
• Good problem-solving skills and ability to think on your feet.
• Strong customer service orientation.
• Computer literacy and ability to navigate different systems.
• Fluency in English, isiXhosa & isiZulu is preferred.

KEY DUTIES & RESPONSIBILITIES:

• General office administration, such as reception service, typing, filing, diary management and other day-to-day administration tasks that arise from time to time.
• Compilation and distribution of agendas and supporting documents for trustee and management committee meetings.
• Compilation of minutes of client meetings.
• Be the link between the client, the administrator, and the insurer/ underwriter.
• Assist all walk-in members and refer them to the administrator where applicable.
• Provide a supporting role to the Principal Consultant.
• Requesting, monitoring and summarizing administration and risk benefits quotes.
• Implementation of new administration and risk benefit schemes.
• Ongoing monitoring of –
  • 1. Contributions and risk benefit premiums (to ensure timeous payment)
    2. Benefit claims
    3. Medical underwriting
    4. Rate reviews

• Answer incoming calls from customers and respond to their queries in a professional and courteous manner.
• Provide accurate information about our products and services to customers.
• Identify and escalate priority issues to the appropriate channels for resolution.
• Ensure all customer interactions are logged and documented accurately.
• Meet individual and team performance targets and key performance indicators.
• Continuously update product and service knowledge to stay current with industry trends.

TO APPLY:

Those that meet the above-mentioned requirements, please submit your application a detailed CV for the attention of Ms. K Smit to e-mail careers07@verso.co.za by no later than 2 September 2023.

In submitting your information to Verso, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.

* Please note that the Verso Group may add, delete or expire jobs at any time

PWM Wealth, a boutique Wealth Management company, is in search of a qualified Compliance Officer with experience in Operational Management, for our Durban Head Office, located at the prestigious Umhlanga Arch. The right candidate needs to have the ability to operate functionally in a very compliance focussed business environment, have a can-do attitude and internal drive in this highly competitive industry.

Workflow Monitoring

• Draw up required workflow monitoring contracts for staff
• Monitoring of all business processed by the business as defined by FAIS
• Completion and sign off, of all workflow transaction sheets
• Monitoring of said workflow and the removal of subcategories from individuals when requirements are met.

Office Management

• Delegation of work to all offices
• Customer Interaction & communication
• Monitoring of CRM system
• Streamlining procedures & updating policies.
• Assisting with the work when staff are out of office
• Manage all admin staff and their work loads

Compliance

• Monitor and update procedures manual
• Monitoring all business completed to the standard required procedure
• Preparation for compliance audits
• Ensuring Rep register is accurate at all times
• Ensure the correct funds are used on the correct licence
• Due diligence of new funds and platforms
• Ensure AUM is accurate at all times
• Compliance Monitoring Program
• Monitoring oversight of completed low and standard risk cases
• Monitoring controls for outsourced functions
• Annual outsourcing reviews
• Maintenance and updating of PWM Compliance Risk Register
• File Reviews and resulting actions
• Review and approval of high-risk cases
• Maintenance of compliance registers and tracking of complaints through to completion.
• Ensuring regulatory returns completed and filed on time
• Provide staff and board training on financial crime and other compliance related topics.
• Where appropriate exercising and documenting judgement reflecting the risk appetite of the Board in considering client related compliance matters.
• Identify compliance issues that require follow-up or investigation and escalate if appropriate.
• Manage the team in accordance with Company policy and values, including conducting performance reviews and any performance management requirements.
• Take responsibility for PWM’s compliance with its policies, procedures and controls to forestall, prevent and detect money laundering and financing terrorism
• Complete any other duties as and when required to drive business success.
• Adopt and reflect PWM’s values.
• AML Officer
• Report to the Board on:
  • Changes in legislation / regulation effecting the business
  • Compliance Risk Management Progress and trends /issues and risks identified
  • Errors, incidents, complaints
  • Making recommendations to the Board on managing risks.

Requirements:

• Start date immediate.
• A professional qualification in compliance
• FSCA licensed CO with CAT I & CAT II
• Minimum 2 years in compliance within finance industry.
• Anti-Money Laundering experience a MUST
• Regulatory exams 3 & 5
• An ability to articulate complex issues in a clear and concise manner.
• An ability to exercise sound judgement under pressure in an influential manner.
• An aptitude for problem solving.
• A methodical approach to tasks with a strong focus on attention to detail.
• Excellent organisational skills; prioritising, achieving deadlines and driving business efficiency.
• Experience in collating and summarising data
• Strong interpersonal skills; approachable and able to work and educate all levels of the business.
• A proven ability to communicate at all levels, both in writing and verbally.
• Commitment to the development of others and driven to lead and motivate a successful team.
• Consistently work at the standard required by the team and business
• A willing and flexible attitude to working hours to support team and business needs, as required.

What we provide

• An inspiring and exciting working environment
• A supportive environment to allow you to focus on providing excellent service
• Competitive market related salary of R20,000 to R35,000 with performance bonus – experience dependent

PLEASE FORWARD YOUR CV AND EVIDENCE TO hr@pwm-wealth.com

*Please note that only short-listed candidates will be contacted.

Vineyard Insurance Brokers, in the Southern Suburbs, is growing it’s Broking team.

You will be responsible for generating new business sales for Personal Lines and Commercial Lines and will be provided support for Administration, Renewals, and Claims. To succeed in this role, you must be independently driven to find leads, engage in networking, and achieve set goals.

Requirements:

To be considered for this position, you must have the following qualifications and experience:

• FAIS Accredited (RE 5).
• Relevant NQF 4 qualification or part thereof.
• 3-5 years of experience in underwriting or claims.
• Willingness to undergo product-specific and system training.

If you meet the above requirements and have a proven track record of success in the insurance industry, we would love to hear from you.

We offer a supportive work environment that encourages growth and development. If you are ready for a new challenge and want to join a dynamic and growing team, please submit your CV today to enquiries@vineyardbrokers.co.za.

Opportunity to join a leading financial services provider as an office-based Health Administrator / Sales.

• Office-based full-time position in Illovo, Johannesburg.
• Full system and process training will be provided.

Responsibilities:

• Phone prospects and quote on various medical aid options (existing clients and leads)
• Following up on information sent and answering all questions the client has in order to select the correct plan
• Processing all new business applications:
  • Submitting application
  • Ensuring all underwriting requirements are received from the client and submitted to the provider
  • Ensuring membership is activated according to SLA
  • Ensuring the client receives confirmation of acceptance
  • Processing all addition of dependent and registration of new baby requests
  • Completing Health FNA’s
• Processing change of broker requests
• Servicing for all medical aid clients on our book
• Assisting with claims queries
• Processing changes (i.e. banking details, contact details ext)
• Requesting duplicate membership cards
• Tax certificate requests
• Authorisation queries
• Resolving debit order queries
• Requesting international travel letters
• Processing all income verification queries every quarter
• Phoning for appointments
• Following up on quotes sent to clients
• Handling incoming queries from clients
• Health year-end review with all medical aid clients on our book
• Prospecting new clients, including seeing clients and companies present medical aid options

Requirements:

• Grade 12
• NQF 5 or higher qualification (or completing soon depending on DOFA date)
• RE 5 Certificate (or completing soon depending on DOFA date)
• Three years of relevant work experience within the medical aid and/or financial services industry
• Good understanding of Medical Aid, GAP cover, claims procedures and relevant legislation
• Proficient in both spoken and written English and Afrikaans
• Computer literacy (MS Office)
• Member of the Council of Medical Schemes (CMS) (Advantage)

Desired Competencies:

• Customer service
• Attention to detail
• Team player
• Resilience
• Solutions-driven
• Interpersonal skills (Interaction with different business divisions and levels of management)

Remuneration:

R180,000.00 annual salary.

Applications:

Submit a comprehensive CV, including a cover letter about why you feel you are suitable for this position.

THE MAIN RESPONSIBILITIES OF THE ROLE INCLUDES:

• Carrying out all claims handling and negotiation within the assigned mandates & insurers/third party SLA agreements, including RI claims.
• Communicate with Brokers and Clients in line with allocated portfolio during the claim process.
• Maintain working relationship with Brokers/colleagues/service providers.
• Negotiate claim settlements with Brokers/Clients and apply correct wording.
• Escalate/ resolve any broker/client queries including rejection letters.
• Attend all Broker meetings on Compliance, communicate all changes required to team.
• Register and carry out respective product training to comply with legislation & CPD.
• Process claims from notification to end, send claim form to clients, register new claims, source schedule, premium and applicable excess.
• Check & sign off on settled claims for entire department.
• Notify Insurers within correct time frames to avoid prejudice.
• Appoint assessors in line with Mandates/SLA
• Request car hire – log online via Gage portal
• Draw up agreement of losses and send for approval in line with mandates.
• Process payments on Nimbis for approval by Safire
• Use an effective diary system.
• Liaise with various service providers, ie assessor, Panel beaters, suppliers.
• Draw up timelines of claims if required (PI and or potential delayed claims).
• Any ad hoc task allocated by Brokers/Belynda/Compliance Dep.
• Draw claims experience and loss ratio as requested.
• Check claim reports and send reports on to the brokers monthly.
• Must understand and interpret policy wordings/endorsements – apply to the current claim.
• Arrange collection of salvage etc where necessary.
• Source tenders on Tractors and other plant.
• Log geyser claims via Fogi portal.
• Request registration certificates, settlement letters and de-reg via the Instrack Portal.
• Issue vouchers/authorisations via the THESL portal.
• Prepare rejection letters for approval by mandate.
• Attend meetings with service providers.
• Must work closely with compliance to ensure all systems are in line with audits.
• Check claims staff mail count daily and allocate work as required.
• Approve staff leave on ESS.
• Maintain all office procedures and processes within the department.
• Address any staff concerns /attend to disciplinary with Management and HR if necessary.
• Manage Broker split /work allocation within department.
• Audit of Claims Staff files on a quarterly basis.
• Mentor & train staff.
• Staff Appraisals yearly.
• Interview claims staff where required.
• Attend meeting with clients and brokers.

THE QUALIFICATIONS AND EXPERIENCE WE ARE LOOKING FOR:

• Minimum 5 to 7 years of relevant experience in claims handling or claims management.
• Previous experience in a similar role within the insurance industry, preferably in claims management or claims handling.
• Previous experience in managing and supervising a claims department/team.
• Technically proficient with product knowledge, wording / product endorsements, rates, SASRIA, etc. relevant to type of insurance being offered.
• Excellent presentation skills and strong ability to interact with management at all levels.

THE COMPETENCIES WE REQUIRE ARE:

•  Proficiency in the MS Office Suite with excellent Outlook, Excel, and Word skills.
• Proficiency in using claims management software or systems.
• Proficiency in the relevant legislative knowledge.
• Adherence to the FSCA Fit and Proper requirements.
• Working knowledge and understanding of statutory and legislative requirements, e.g., Short-term Insurance Act/FAIS/Fit and Proper etc (advantageous).

THE TYPE OF PERSONALITY THAT WILL EXCEL IN OUR TEAM:

• Act ethically and respectfully in every situation.
• Work meticulously with a very high attention to detail.
• Highly organised and deliver work on time, and to the highest standard.
• Able to work under pressure and with a sense of urgency and assertiveness.
• Build strong and cohesive relationships with diverse stakeholders.
• Ability to build and maintain professionally working relationship with all employees.
• Excellent communication and analytical skills.
• Must be a team player and enjoy collaboration.
• Ability to share knowledge and train junior or new staff members.

This job is based in Pietermaritzburg, KZN.

If you have the minimum qualifications, experience, required skills and personal attributes, you may apply by sending your application to cv@brokoop.co.za with the subject line having the Job Reference: BRK-002-2023.

IMPORTANT NOTE:
Please note that any personal information that you provide in your application and expression of interest for the employment opportunity advertised, is used solely for the purposes of prospective employment at Brokoop Insurance Brokers (“Brokoop”).  Submitting your application is your confirmation that the information supplied is provided by you voluntarily in your personal capacity and therefore constitutes specific, voluntary consent to the processing of such information.

Your personal information will be used and processed by Brokoop only in accordance with the conditions of lawful processing as set out in the Protection of Personal Information Act 4 of 2013 (“POPIA”). Such information will be used for purposes that may include, but is not limited to: –

• Facilitating your application for employment with Brokoop;
• Conducting various reference / background checks;
• The legitimate interest of Brokoop and/or yourself, both during the recruitment process and thereafter; and
• Any statutory or regulatory compliance (where applicable).

The selection and appointment of candidates is at the sole discretion of Brokoop and Brokoop reserves the right not to make an appointment to the post as advertised. An application will not entitle the applicant to an interview or appointment and only shortlisted candidates will be contacted. If you have not heard from us within 2 weeks of closure of this job advertisement, please consider your application unsuccessful.

THE MAIN RESPONSIBILITIES OF THE ROLE INCLUDES:

• Carry out the claims handling / negotiation process within ones assigned mandate.
• Manage a portfolio of brokers and the claims emanating from such portfolio.
• Facilitate and process the transfer of required claims information between brokers and Safire in an accurate and timeous manner.
• Provide high quality service and solutions to brokers to ensure business retention and profitable growth.
• Ensure the required needs of internal and external clients and service providers are met.
• Develop and maintain sound working relationships with clients / brokers assigned to you.
• Engage in projects and be a part of the development of the Claims Department as a whole.

THE QUALIFICATIONS AND EXPERIENCE WE ARE LOOKING FOR:

• Matric / Grade 12 (Accounting and Maths)  is a min. requirement.
• FAIS Regulatory Examination (RE1 and RE5) (advantageous).
• Full qualification in short-term insurance (advantageous).
• Registered with FSCA as a Representative and Key Individual (advantageous).
• Adherence to the FSCA Fit and Proper requirements.
• Min 3 years experience in short-term insurance – both domestic and commercial insurance.

THE COMPETENCIES WE REQUIRE ARE:

• Proficiency in analysis, judgement, problem-solving, collaboration, business logic, and influencing.
• Proficiency in the MS Office Suite with excellent Outlook, Excel, and Word skills.
• Proficiency in working with insurance systems.
• Proficiency in the relevant legislative knowledge.
• Technically proficient with product knowledge relevant to type of insurance being offered.

THE TYPE OF PERSONALITY THAT WILL EXCEL IN OUR TEAM:

• Act ethically and respectfully in every situation.
• Work meticulously with a very high attention to detail.
• Highly organised and deliver work on time, and to the highest standard.
• Build strong and cohesive relationships with diverse stakeholders.
• Can work under pressure and with a sense of urgency and assertiveness.
• Excellent communication and interpersonal skills.
• Must be a team player and enjoy collaboration.

This job is based in Pietermaritzburg, KZN.

If you think that you are the perfect fit for this position, please apply by sending a motivational letter and cv to cv@safireinsurance.com with the subject line having the Job Reference: SAF-014-2023.

IMPORTANT NOTE:

Please note that by expressing interest and applying for the opportunity advertised, the applicant understands and agrees that they are providing their personal information for the purposes of prospective employment. Any information supplied to Safire Insurance Company Ltd (“Safire”) is provided voluntarily and therefore constitutes specific, voluntary consent to the processing of such information. Your personal information will be processed for: –

• Facilitating your application for employment with Safire;
• Conducting various reference / background checks;
•  The legitimate interest of Safire and/or yourself, both during the recruitment process and thereafter; and
• Any statutory or regulatory compliance (where applicable).

You have the right to request access to, and correction of, your personal information. Subject to the requirements of applicable South African law, you can, at any time, instruct Safire to cease the processing of your personal information and / or request that Safire delete and / or de-identify such personal information.

Safire is an Equal Opportunities Employer. The appointment of candidates is at the sole discretion of Safire. An application will not entitle the applicant to an interview or appointment. Only shortlisted candidates will be contacted. If you do not hear from us within 2 weeks of the closing date of this job advertisement, please consider your application unsuccessful.