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

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.

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.

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.

 

CAT 2 KI TO OVERSEE ELEMENTS

MUST BE REGISTERED AT THE FSCA

TO START AS SOON AS POSSIBLE

SALARY NEGOTIABLE (MARKET RELATED)

Minu Financial Services are currently recruiting for a 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 with a 2.5, 2.7 and 2.13.

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; and 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:

•  2.5 – Shares
• 2.7 – Debentures and Securitized Debt
• 2.13 – Long Term Deposits
• 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 bronwyn@minufs.co.za or kuda@minufs.co.za

 

WITH CAT 1.13 (DIRECTIVES) CAT 1

MUST BE REGISTERED AT THE FSCA

TO START AS SOON AS POSSIBLE

SALARY NEGOTIABLE (MARKET RELATED)

Minu Financial Services are currently recruiting for a 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 I and Category II FSP. 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; and 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 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
• 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 bronwyn@minufs.co.za or kuda@minufs.co.za

 

What will you do?

A position at Snyman van der Vyver exists for a Personal Lines Short Term Consultant based at our offices in the Bellville area. This is an office-bound position.

The Personal Lines Short Term Consultant will be responsible for managing a Personal lines Portfolio of Clients- Renewals, Amendments, and various other underwriting functions.

What will make you successful in this role?

Principal Accountabilities

• Servicing an existing portfolio of Personal Lines Clients.
• Strict adherence of Standard Operational Procedures to ensure excellent service.
• Rendering of Advice /Guidance /Assistance to existing Clients.

Qualifications And Experience

• Matric Qualification
• Fit & Proper
• Completed NQF level 4
• CPD compliant
• At least 3 years Underwriting and/or Client interaction experience in preferably a Short-Term Broker Office environment.
• RE exams successfully completed.
• Class of business training completed.
• Knowledge of Santam Policy wordings and systems.

Knowledge And Skills

• Excellent Santam Personal Product Knowledge.
• Technical underwriting knowledge.
• Good communication skills (verbal and written- Afrikaans & English).
• Excellent inter-personal skills.
• Business Acumen.
• Ability to work within a high-pressure environment as part of the Team.
• System knowledge: Santam PC / FSP /Microsoft.

Our financial planning business is growing and requires the services of an experienced, professional and detail-orientated candidate to deal with client services and administration. The ideal candidate is a responsible multi-tasker, pays attention to detail and takes initiative while still adhering to existing processes and procedures.

Duties include:

Onboarding new clients – This includes:

• Opening and preparing client files and updating our CRM system with new information
• Checking all documents and relevant information

Process new business and switches:

• Application forms captured correctly and signed by clients
• Tracking progress and follow ups
• Send statements and check fees

General client administration:

• Set up, monitor and manage income or ad hoc payments to clients
• Send tax certificates to clients
• Provide investments statements on request to clients and financial planners
• Tax clearance applications and forex transactions
• Updating CRM system with any changes in client information
• Maintain policy replacement and other compliance spreadsheets
• Maintain database of industry contact details
• Communicating with relevant role players to ensure that all client queries are dealt with swiftly and efficiently in a friendly and professional manner
• Handling telephone queries
• Addressing any administrative matters as referred by management

Minimum Requirements

• 5+ Years’ relevant experience in client service and/or administration in an Independent Financial Planning business is essential
• National senior certificate (Matric)
• A Qualification in Financial Planning/Administration/ related field
• Excellent written and spoken communication skills
• Must be highly professional and presentable
• Excellent people skills and the ability to work under pressure
• Responsible and accountable individual that takes charge of his/her work
• Tech savvy with advanced computer skills and knowledge
• Must have high energy levels and be self-motivated, organised and disciplined
• Must enjoy administration and strive to provide excellent client service

Industry

• Financial Services

Employment Type

• Full time (in office)

Please send your CV to melissa@foundationsa.com

A well-established brokerage in the Southern Suburbs requires the services of an office based Internal Commercial Broker.

The successful applicant must have a sound knowledge of commercial underwriting with good communication skills and be a team player.

Minimum Requirements:

1)  FAIS accredited (RE5 and CPD points for the new cycle)
2)  Minimum of 3 years’ experience in a broking environment
3)  Cardinal 360 and Excel proficient

Duties and responsibilities include:

1)  Processing of renewals, endorsements, and new policies, per internal standards
2)  Interacting with clients and negotiating with Insurers
3)  Ensuring compliance of client FAIS documentation

Employment package includes Provident Fund and a Medical Aid contribution.
Salary commensurate with experience
Suitable candidates are invited to send their CV with FAIS certificates to vacancies@intasure.co.za

What will you do?

A position at SVDV exists for a position as Claims Assessor based at our offices in Bellville. Please note that the incumbent will be office-bound, and a company vehicle does not form part of the package.

The Claims Assessor will be responsible for the investigation and settlement of non-motor claims in line with internal mandates provided.

Principal Accountabilities

• Gathering information of claim circumstances.
• Authenticating quantum documents.
• Liaoning with service providers.
• Verifying prices of items.
• Sourcing prices as need be.
• Settlement of claims directly with clients.

Qualifications And Experience

• Matric Qualification.
• Formal Training as a Short-Term non-motor assessor.
• At least 5 years’ experience and a proven track record.
• Insurance related qualification will be advantageous.
• Personal lines and Commercial product knowledge of Santam  products

Knowledge And Skills

• Technical product knowledge
• Technical underwriting knowledge
• Good communication skills (verbal and written)
• Excellent inter-personal and problem solving skills
• Business skills
• Negotiation
• Conflict management skills