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.

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.

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.

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.