GIB is a leading provider of Retirement Fund Services (administration and consulting), focused on delivering tailor-made products and solutions that suit our clients’ specific needs.
The successful candidate will be required to manage relationships with clients and to ensure a high quality of Consulting Service.
- Provide expert guidance and advice to high-level corporate executives and broad membership regarding their retirement funds;
- Analyse current retirement accounts, recommend investment strategies, and offer custom solutions for both executives and broad membership;
- Stay up-to-date on tax laws, retirement fund regulations and investment trends for both executive and broad membership;
Build and maintain strong relationships with clients, adapting communication to cater to a broad audience;
- Handle financial information with the utmost confidentiality and professionalism to ensure the best outcomes for all members;
- Demonstrate strong analytical skills and in-depth knowledge of retirement planning while offering strategic, tailored advice to meet the unique needs of both executive and broad membership clients;
- For potential new clients; analyse existing arrangements, prepare proposal, present to client and implement.
Qualifications and Experience:
- B Com or similar
Minimum 6 years experience in the Employee Benefits industry
Sales representative needed to market our legal insurance products.
- Must have matric and RE 5 qualifications.
- At least 2 years’ experience in the insurance industry.
- Good communication skills.
- Good English and Afrikaans language command.
- Preferably residing in the area/ willing to relocate.
- Must be available to start immediately.
- Basic income R 4 500 and performance incentives.
- Able to work efficiently without supervision.
- Able to work and copy under pressure.
Job requirements:
- Grade 12/Matric – we do checks (Do not apply without)
- No Criminal Record – we do background checks (Do not apply if any)
- Must Speak English Fluently
- Previous sales experience – strictly 1 year minimum.
- Proof of previous achievements in sales (Beneficial)
- RE5 qualification is required, only if you have already worked in financial services for more than 2 years as a Representative as per the FAIS Act.
Remuneration and working hours
- R5,000 to R9,000 Basic + uncapped commission + incentives
- Working hours 8:00 -18:00 Monday to Friday
Apply by sending your CV to: noluthandom@ucovered.co.za
Get in touch and join us!
Vacancy Details
A bespoke insurance brokerage based in Newlands, Cape Town is currently looking for an extremely competent, dependable, and energetic Broker Support Administrator to manage mainly commercial but also personal insurance portfolios inclusive of claims.
Required Skills
- Commercial insurance : 10 years or more
- Claims management : 5 years or more
- Personal insurance : 10 years or more
- Insurance broker : 10 years or more
Candidate Requirements
- At least 10 years’ experience in dealing with all insurers as an independent broker in Cape Town
- Very wide insurance knowledge
- Excellent verbal, and written communication skills in English
- Highly competent in the use of Excel
- Accuracy, typing skills and dedication are a prerequisite.
- Own independent transport is necessary due the location of the office.
Salary highly negotiable for the appropriate candidate.
Please submit your CV to intellibrokers@worldonline.co.za
If you have not received a response within two weeks, your application has most likely been unsuccessful.
A Westville short term insurance service provider is looking for an experienced personal and commercial underwriter. Please send your CV to terry@insurancecenter.co.za.
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.
- Intricate knowledge of claim process and claim validation.
- 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 / or Commercial lines – intermediary services.
- 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 DOFA document to: careers@mua.co.za
About the company:
De Klerk & De Villiers Insurance Brokers was established in 1997. The business owner Charmaine de Klerk and her dedicated staff actively pursue service excellence. We mediate our clients’ insurance needs to ensure we cater for their individual specific requirements, offering peace of mind and saving them time and money. We strive to provide the most personal and professional service possible.
About the position:
We are offering a Marketing and Underwriting opportunity in Short term insurance Categories: Personal/Domestic Lines & Commercial. We are looking for a dynamic professional with a good knowledge of Agri insurance / Agri background.
Fit & Proper Requirements:
- Recognized qualification at min of NQF 4
- RE 5
- CPD up to date
- Not an unrehabilitated insolvent
- No criminal record
Responsibilities:
- Obtaining of new business
- Meeting targets
- Retention of existing business
- Request quotations for clients and closing thereof
- Follow up on underwriting
- Advising clients on their short term insurance needs
- Renewals of policies
- Developing relationships with clients, product providers, colleagues etc.
- Dealing with service providers
- Attending job specific training
Competencies:
- Fluent in English & Afrikaans
- Marketing & sales skills
- Negotiating skills
- Interpersonal skills
- Problem solving and analysis
- Cross functional awareness
- Plan, organises and follow ups
- Seeking sales opportunities
- Computer literacy
Candidates interested must forward their CV, ID and supporting documentation to charmaine@dkdv.co.za
Should you not be contacted for an interview within 4 weeks, please accept that your application is unsuccessful.
Retirement Fund documentation
Work with CEO, Board of Trustees, Chairman and Principal Officer to maintain correct registration of Fund documents with FSCA.
- Submission of Rules and Rule Amendments
- Maintain diarizing system to follow up and track submissions
- Answer queries from FSCA in conjunction with the relevant parties
- Ensure documents are registered and filed appropriately
Pension Funds Adjudicator
- Retain excellent reputation and working relationship with PFA and staff set up over the years
- Receive & respond to queries
- Report back to complainant and PFA
- Maintain comprehensive records
Divorce Orders
- Receive Divorce queries
- Correspond with Attorneys and Members regarding requirements
- Ensure Admin system flagged accordingly
- Assist Admin to obtain correct documentation
- Authorise payment when correct documentation received
Maintenance Orders
- Liaise with Maintenance Courts, Attorneys and Members
- Ensure Admin system flagged accordingly
- Ensure all correct documents are in place
- Ensure payments are made in compliance with the order
General Legal matters emanating from the day-to-day operation of the business
Compliance and adherence to various Legislation and Acts
- Oversee, co-ordinate, and monitor the day-to-day compliance activities of the company
- In collaboration with internal stakeholders, maintain and supplement compliance manuals as necessary
- Oversee internal and external audit procedures for the purpose of monitoring and detecting any misconduct or non-compliance
- Ensure that compliance requirements and documents are in place and are being adhered to
- Liaise with external compliance consultants to perform compliance audits
- Prepare for compliance audits; provide feedback and implement remedial action
- Assist with various Key Individual duties
- Ensure client files are compliant as per FAIS requirements
- Co-ordinate FSCA site visits
- Keep record and manage CPD points of advisors as required by FSCA
- If any misconduct or non-compliance is detected, recommend a solution and follow up to ensure that the non-compliance is resolved
- Formalise and monitor a system to enable employees to report any non-compliance without fear of retribution. Ensure that the reporting system is adequately communicated to staff and that allegations of non-compliance are investigated and responded to promptly
- In consultation with the HR department, help ensure that there is a mechanism in place for disciplining instances of non-compliance
- Monitor Complaints on GIB website and ensure that all complaints are attended to timeously. Report to relevant parties and ensure complaint is resolved
- Monthly feedback to Exco
Personal Attributes
- Excellent organisational skills with the ability to manage time effectively whilst managing multiple priorities
- Ability to influence people
- Commitment to honesty and professionalism and a strong work ethic
- Ability to work independently as well as function as part of a team
- Proficient computer skills
Minimum Qualifications
Completed Legal degree
Minu Management Services are currently recruiting for a Key Individual on behalf of the current FSP. The Key Individual will be responsible for managing and overseeing its activities related to the rendering of financial services as a Category I.
The candidate must be registered at the FSCA as a Key Individual for the below categories:
- Long-Term Insurance Sub A
- Short-Term Insurance Personal Lines
- Long-Term Insurance B1
- Long-Term Insurance C
- Retail Pension Benefits
- Short-Term Insurance Commercial Lines
- Pension Funds Benefits
- Derivative Instruments
- Long-term Deposits
- Short-term Deposits
Key Responsibilities and Duties
The key responsibilities and duties include, but are not limited to:
- Ensuring the firm complies with applicable laws and statutory obligations;
- Ensuring the FSP has Policies & Procedures in place;
- Ensuring compliance with the General Code of Conduct and with the Fit & Proper Requirements;
- Fulfilling contractual obligations as per the agreements; managing and overseeing of the Firm’s team members rendering the FSP’s financial services, including those persons under Supervision;
- Ensuring the business processes are in place and Firm’s operational ability is sustainable;
- Ensuring the firm complies with applicable laws and statutory obligations.
Qualifications and Experience Requirements:
- Undergraduate degree, with honours
- Minimum NQF Level 5 in Finance, Business and/or Wealth Management
- Minimum 5 years FSP management experience
- RE1 Exam required
- RE5 Exam required
- RE3 Exam required
- Class of Business experience in Investments and Structured Deposits
Skills Requirements:
- Exceptional written, oral, and presentation communication abilities
- Sectoral experience
- Attention to detail
- Excellent organizational, multi-tasking and time management skills with demonstrated ability to work efficiently and meet tight deadlines.
- Strong interpersonal skills and ability to work effectively with large, culturally diverse teams at all levels
- Excellent oral and written communication skills in English are required, including a demonstrated ability to communicate ideas clearly and confidently
- Computer literate
- Excellent knowledge of financial markets and instruments. Competencies
- Self-starter and initiator
- Honesty and integrity
- Competitive and creative
- Results orientated
- Strong management skills
- Work Remotely
- DOFA report
TO START AS SOON AS POSSIBLE
SALARY NEGOTIABLE (MARKET RELATED)
Please send updated CV with Qualifications to info@minufs.co.za reference 518604
