Health Division: Administrator / Sales

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.

Claims Manager

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.

Claims Handler

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.

Claims – Head of Motor

THE MAIN RESPONSIBILITIES OF THE ROLE INCLUDES:

  • Manage the motor claims portfolio and the team of staff making up this sub-department within the Company’s Claims Department.
  • Oversee the short-term motor own damage and motor third party liability pillars, manage the supplier procurement process and assist in identifying trends surrounding the motor risks faced by the Company.
  • Manage and report to the Claims Manager in relation to motor claims costs and trends.
  • Develop, monitor and report to the Claims manager on the effectiveness of claims spend strategies.
  • Manage and develop claims processes within the motor space to ensure effective claims administration.
  • Manage and report on service provider performance and spend.
  • Effectively contribute towards the management of the Claims Department.
  • Provide technical advice and support to the team of staff falling within the motor claims portfolio.
  • Assist in handling clients’ and brokers’ complaints and appeals in a professional manner.
  • Ensure staff responsibilities and expectations are met through continuous supervision and management.
  • Develop and maintain a professional working relationship with clients and brokers.

THE QUALIFICATIONS AND EXPERIENCE WE ARE LOOKING FOR:

  • Matric/Grade 12.
  • Bachelor’s Degree in Business or relevant field (essential).
  • A full qualification in Short-term Insurance (advantageous).
  • Management and business experience.
  • Working knowledge and understanding of statutory and legislative requirements, Short-term Insurance Act/FAIS/Fit and Proper etc (advantageous).

THE COMPETENCIES WE REQUIRE ARE:

  • Proficiency in analysis, judgement, problem-solving, collaboration, negotiation, business logic, and influencing.
  • Proficiency in the MS Office Suite with excellent Outlook, Excel (Super user), and Word skills.
  • Proficiency in working with insurance systems.
  • 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 TYPE OF PERSONALITY THAT WILL EXCEL IN OUR TEAM:

  • Act ethically and respectfully in every situation.
  • Work meticulously with 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.
  • Strong analytical skills.
  • Strong organisational skills and ability to prioritise work-related tasks.
  • Must be able to work under pressure.
  • Good understanding of Short-term insurance procedures.
  • Understanding of claims process management.
  • Ability to lead and manage a team.

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-012-2023.

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. Provided potential candidates meet the inherent requirements of the job (as determined by Safire in its sole discretion), preference will be given to Employment Equity candidates from designated groups. 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.

Underwriter

THE MAIN RESPONSIBILITIES OF THE ROLE INCLUDES:

  • Provide insurance, determine premiums and work with underwriting management.
  • Underwrite within mandate and reinsurance parameters.
  • Perform mid-term policy endorsement and processing on system.
  • Provide quotes on existing policies.
  • Attend to policy queries.
  • Maintain a daily dairy.
  • Perform general administrative duties.
  • Manage own dedicated brokers.
  • Load new policies (receive proposal, evaluate, and activate).
  • Identify and process corrective action.
  • Identification of corrective action.
  • Provide qualitative service levels to internal and external clients.

THE QUALIFICATIONS AND EXPERIENCE WE ARE LOOKING FOR:

  • Matric / Grade 12 is a minimum 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 as an Underwriter in short-term insurance.
  • Experience with reinsurance and co-insurance (advantageous).

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-013-2023.

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.

CAT 2 KI

Description of the Position

Minu Financial Services are currently recruiting for a Cat 2 Key Individual within the Financial Services industry. The Key Individual will be responsible for managing and overseeing its activities related to the rendering of financial services as a Category 2 for the following categories:

  • Shares (Advise non-automated) and (Intermediary Other)
  • Derivative Instruments (Advise non-automated) and (Intermediary Other)

TO START AS SOON AS POSSIBLE

SALARY NEGOTIABLE (MARKET RELATED)

Key responsibilities:

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; and,
  • ensuring the firm complies with applicable laws and statutory obligations.

Requirements:

  •  Undergraduate degree, with honors
  • 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
  • CPD required Skills
  • 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

Please send updated CV with Qualifications to natalie@minufs.co.za or to info@minufs.co.za.

Experienced Commercial Underwriter

General Purpose of the position

This is a combined sales and service position, whose primary function is to provide quality service to clients and to cross-sell within the existing book of business. The Commercial Lines Underwriter will be the day-to-day liaison between insurance companies and their designated accounts.  The Commercial Lines Underwriter will manage and control the relationships with their clients.

Main job tasks and responsibilities

The Commercial Lines Underwriter must have experience in commercial lines insurance.  As needed, they will co-ordinate and defer to the manager, marketing staff and insurers on strategic account issues and potential problems.

Daily servicing of clients will include but is not limited to:

  • Addressing various coverage issues
  • Contract analysis
  • Exposure analysis
  • All endorsement activity
  • Routine coverage questions
  • Problem solving
  • Account renewal control in combination with the marketing staff
  • Checking and binding policies
  • All other reasonable duties that might be assigned to the employee.

General Client Management:

  • Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations
  • Provide consistent, accurate, timely and pertinent communication to clients through “constant touch”, phone calls, e-mails etc.
  • Respond to client inquiries/issues within the established timelines
  • Resolve/assist with any service or claims queries
  • Assist the marketing staff in the compilation of insurance portfolios for clients
  • Assist clients in making appropriate coverage changes; make each contact a marketing opportunity
  • Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly
  • Assist clients by helping to devise means to mitigate risks e.g. additional security measures
  • Update Growth Charts after the completion of all/any financial transactions

Follow up on survey requirements:

  • Manage their diary
  • Respond to clients’ needs by producing certificates, policies and other related items accurately and on time
  • Monitor and review client satisfaction
  • Maintain up to date records of communication with clients

Renewals:

  • On receipt of the monthly renewal list from their Team Leader, assist the Account Executive to market, negotiate, prepare and analyse alternative renewal options
  • Where applicable, on receipt of complete renewal instructions from the Account Executive proceed with the renewal process
  • Where the Account Executive indicates they do not require involvement, undertake the renewal procedure according to company standards and requirements
  • Develop written and electronic renewal material as appropriate
  • Input required information as necessary

Minimum Requirements:

  • Matric Certificate
  • RE5 Qualification
  • Relevant Insurance qualification (min NQF Level 5, 120 credits)
  • Computer skills and knowledge (Word, Excel, Outlook, Internet)
  • 3 or more years’ experience in Commercial Lines Underwriting
  • Class of Business: Short Term Commercial Lines (where applicable)
  • Relevant Product Specific Training (where applicable)
  • Proven track record of continuous professional development (CPD) hours achieved within the current cycle.
  • In depth knowledge of insurance coverage’s and the ability to communicate this clearly to clients and insurers
  • Fully Bilingual in English and Afrikaans

Relationship Manager

GENERAL JOB DESCRIPTION AND DUTIES:

The incumbent will report to the senior wealth planner and operations manager. The incumbent will be responsible for client services regarding general enquiries from clients and product providers, updating and managing CRM and other required systems, submitting and following up on new business. The ideal candidate must maintain best practice standards and comply with all present and future statutory and regulatory requirements regarding specific financial products, personal character qualities, qualification requirements, experience requirements and professional conduct.

MINIMUM QUALIFICATIONS AND EXPERIENCE:

  • Matric , tertiary qualification will be an advantage
  • 5 years relevant work experience  in the financial planning and wealth management industry, preferably working with a financial advisor in an assisting or administrative capacity
  • Knowledge and working experience of relevant systems and tools (CRM and Planning)
  • RE 5 Certificate and relevant required industry training such as FICA and POPI
  • Study towards a relevant industry qualification will be a recommendation but not a requirement
  • Computer literacy in Excel, Word and Office is critical
  • Fluent in English and Afrikaans, verbal and writing.

SKILLS REQUIRED:

  • High level of accuracy with attention to detail and the ability to work calmly and efficiently within tight deadlines
  • Excellent verbal and written communication skills
  • Client service orientated
  • Must have a strong work ethic.

REMUNERATION:

Negotiable – based on qualification & years of experience.

TO APPLY:

Those that meet the above-mentioned requirements, and have the proven relevant skills or qualifications, should submit a detailed CV for the attention of Thayn Niemand to e-mail Gerdav@verso-wealth.co.za and cc thayn@verso-wealth.co.za by no later than 28 July 2023. In submitting your information to Verso Wealth , you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position. Should you not receive a response from us by 31 July 2023, accept that your application was unsuccessful.

Retirement Fund Consultant (Internal)

To assist the retirement fund services (RFS) team with the managing and logistical control of the funds and to co-ordinate and facilitate between GIB divisions and external service providers with the ultimate objective of providing assistance and backup. The position requires that the candidate should be process driven with a keen interest in technology as well as having a good command of the English language.

Key Responsibilities are broadly stated below. Other RFS duties may be assigned.

KEY RESPONSIBILITIES

  • ensuring meeting packs are drafted and provided to the RFS team as well as the actioning of matters arising from meetings withing set timelines;
  • distribution of information and liaising with clients, trustee boards, insurance companies, asset managers and other third parties;
  • prepare renewals;
  • performing rebrokes – obtain quotes for new and existing business from insurers, prepare an analysis of the quotations and recommendation for discussion with the client;
  • manage renewal calendar/schedule;
  • assist with new business implementations on administration system;
  • invoice management (preparing of invoices for payment and following up payments);
  • admin & consulting report management;
  • member communication including management of benefit statements;
  • deal with external queries telephonically or by written correspondence;
  • communicate client instructions, problems or queries raised to all relevant departments; ensuring that a record is placed on file, and that the matter is satisfactorily dealt with;
  • technical projects (Web & App).

SELF DEVELOPMENT

  • develop knowledge of employee benefits and investment matters;
  • keep abreast of changes in employee benefits and the financial services industry.

QUALIFICATION & EXPERIENCE

  • BCom or similar or working towards qualification;
  • >2 years experience in the employee benefits industry.

Managing Director Employee Benefits Consulting

GENERAL JOB INFO:

The incumbent will report to the Verso Consult CEO and will direct and control the Verso Employee Benefits Retirement Fund 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 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 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.