A well-established brokerage in the Southern Suburbs requires the services of an 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 current 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 Medical Aid
Salary commensurate with experience
Suitable candidates are invited to send their CV with FAIS certificates to vacancies@intasure.co.za
Kindly regard your application as unsuccessful if you have not been contacted within 14 days of forwarding your CV
Role Description
The successful applicant will be appointed as the internal compliance officer of Emerald Life (Pty) Ltd, a licensed micro insurer and authorised financial services provider. Duties will include risk identification and management, strategic and operational commentary, monitoring and administrative support functions to mitigate the risk of non-compliance with legislation and regulations, with reference to both FAIS and microinsurance compliance.
Job Specification
- Determine statutory and management requirements (“rules”) applicable to particular business area
- Develop a risk matrix for that business area
- Assess compliance therewith by linking rules to processes (*”rules & process analysis”)
- Implement policies and procedures to assist, facilitate and enable compliance with rules
- Implement a compliance programme
- Monitor compliance with rules via compliance program
- Assist, enable, facilitate, and monitor compliance with laws, policies and procedures on a risk weighed basis as determined in terms of the risk matrix
- Establish and update compliance manual relating to business area
- Do written reports to management of business area
- Establish and maintain relationships with business area, line management of the business area, internal and external audit and other complimentary departments and divisions e.g., Legal, HR, Internal Audit, etc
- Give ad hoc advice to business area in respect of regulatory and operational risk (“compliance risk”)
- Recognize any requirements of senior management in respect of compliance function
- Escalate material non-compliance to appropriate representation forum
- Initiate and ensure disciplinary proceedings, where necessary
- Be involved in major decisions
- Do training, where necessary
- Communicate rules to business area
- Cultivate compliance culture
- Comment on draft legislation
- Interact and liaise with regulators
- Represent the organization in respect of the compliance function and any matter related thereto
- Consult widely
- Liaise with key third parties in respect of strategic issues relating to compliance
Minimum Requirements
Non-Negotiable:
- Approved Category I Compliance Officer with the Financial Sector Conduct Authority with no supervision requirements. (Please provide your Phase 1 CO approval number as part of your application)
- Regulatory Examinations as applicable to the Categories of approval
- Minimum of 3 years’ working experience in a life insurance, compliance and FAIS environment
- Working knowledge of the financial services industry and legislation (FAIS, FICA, Insurance Act,
- Long-Term Insurance Act, Short-term Insurance Act, FSRA, etc.)
- Computer literacy: Proficient in Microsoft Office (Word, Excel, Powerpoint & Outlook)
- Fluent and proficient in English
Advantageous:
- Category II, IIA, III and/or IV experience and approval
- LLB / 4 Year Law / Commerce / Investment degree or equivalent that has been recognised by the FSCA for Compliance Officers
Skills and Competencies
- Ability to interpret and apply legislation
- Compliance monitoring
- Compliance risk identification and management
- Regulatory guidance
- Analytical reporting
- Policy and document development and implementation
- Communication
- Research and record keeping
- Digital and computer literacy
- Client relationship management
- Entrepreneurial mindset
- Effective and disciplined self-management (Function well under pressure, time management, adherance to deadlines, etc.)
- Problem solving and creativity, critical thinking, and decision-making abilities
- Ability to work independently
- Function under pressure
- Have professional presentation and approach
- Detail orientated
- High ethical standards
- A desire to learn
- The ability to work to strict deadlines
When submitting your application, please ensure to include the following:
- Cover letter (please outline your interest and how you will be a good fit for this position)
- Resume
- Qualifications
- CO approval number
- Salary expectations
Deal with the trustees of funds and HR departments of client companies, assist in the daily managing and logistical control of the funds, co-ordinate and facilitate between GIB sections and external service providers, with the ultimate objective of providing overall assistance and backup to the Principal Consultant.
KEY RESPONSIBILITIES include the following. Other duties may be assigned:
Trustee meetings
- Ensure agendas are drafted, and all annexures are given to the Principal consultant for approval 3 weeks prior to the meetings;
- Ensure that agendas for meetings are collated and distributed electronically 1 week before the meeting;
- Attend trustee and sub-committee meetings, take minutes, ensure minutes are typed and given to Principal consultant to check 1 week after meetings, and circulate minutes within 2 weeks of meetings;
- Matters arising to be actioned within one month after meeting.
Administrative issues
- Distribution of information to trustees, insurance companies and asset managers;
- Processing of invoices and following up payments;
- Performing rebrokes by obtaining quotes for new and existing business from insurers, prepare an analysis of the quotations and recommendation for discussion with the client;
- Processing section 14 transfers – collating information, obtaining approval from FSCA, transferring members between funds;
- Assist in drafting annual trustee reports and preparation of financial statements;
- Requesting and distributing rule amendments;
- Obtaining signatures from clients when necessary.
Assist the Principal Consultant/Ops Director in managing funds
- Deal with external queries telephonically, by written correspondence or visits, as required;
- Taking queries from members and ensuring suitable responses are made;
- Liaising with trustees and other administrators.
Facilitating and co-coordinating between GIB internal sections
- Internal liaison to ensure that funds run smoothly on a daily basis;
- Ensuring that all relevant sections are aware of trustee and sub-committee meeting dates, and that they are kept informed of subsequent changes;
- Ensuring that each section is aware of exactly what is required of them for these meetings, and that the requirements are met timeously;
- Communicate client instructions, problems or queries raised to all relevant departments and ensure that a record is placed on file, and the matter is satisfactorily dealt with.
Self development
- Continuous development and ensuring up to date knowledge of the employee benefits industry and investment matters
- Keep abreast of changes in employee benefits industry.
Qualifications and Experience
- B Com
- Relevant FAIS qualifications
- Minimum 2-years EB consulting experience
Role Description
The successful candidate will be responsible for all servicing and administrative functions as well as give advice to our medical aid and Gap cover clients.
Personal and Technical Skills
- Work well under pressure
- Organised and systematic and meet required SLA’s
- Confident and mature
- Work well as a team and be able to take instruction from Management
- Excellent telephone manner and presentable
- Attention to detail
- Drivers license and motor vehicle, as some client presentations might be requested out of the office
- Broker Tools
- MS Office
- X Plan
Qualifications & Requirements
- RE05
- NQF5 in Financial Planning
- Registered with the CMS
- Registered as a representative with the FSCA for categories 1.2 and 1.16
Experience
- Minimum of 5 years working experience in the medical aid industry
- Proficient in the following medical schemes: Discovery Health, Bonitas, Bestmed, Fedhealth and Momentum
- Proficient in the following Gap cover schemes: Ambledown and Stratum
Responsibilities:
- Commercial and Domestic Claims Handling
- Assisting in arranging roadside assistance or any other emergency assistance
- Gathering all relevant supporting documents to further the claims process
- Daily follow up on claims process with the Insurer and regular feedback to clients until claim is finalized.
- Improving turn-around times on claims by delivering service excellence.
- Ensure that claims item is deleted with Insurer after finalization of claim.
- Ensure adherence to claims & underwriting guidelines according to Standard Operating procedures.
- Data capturing, ensure data integrity on all systems, and drawing of reports.
- Attend to general correspondence and e-mails to Insurers according to company standards.
- Attend to client queries where it is required.
- Assist clients any claims or underwriting related problems and ensure they are resolved.
- Policy Administration including review, renewals, amendments and maintain ongoing instructions and client portfolios.
- Receive and execute tasks and instructions via email, electronic voice, and telephone.
- Obtaining and negotiating of quotes / premiums and doing product and cover comparisons.
- Drafting and ensuring FAIS compliance on policies for renewals and new business.
- Needs analysis done by site visits or from photos
- Policy wording analysis and research.
- Client educational notes and newsletters
- Other duties as may be required from time to time.
Qualifications & experience
- Short Term Insurance Qualification NQF 4
- Regulatory Examination Passed (RE 5)
- Minimum 10 years experience working in Commercial Lines (Motor/Non-Motor). Ideally other product type knowledge e.g. CAR, Specialist Liabilities, Cyber, D&O, Motor Traders, Assets type Personal lines etc.
- Must have broker environment experience. No candidates still under supervision
- Use of Excel/Word/MS Outlook, email etiquette. Good written and telephone communication skills.
- Ability to work unsupervised. Work from home, meeting 1-2X per week, own transport essential
Salary negotiable on experience.
Preference will be given to candidates who can start immediately.
Location: Stellenbosch
Contract Type: Full-time
Appointment Date: 01 July 2022 or soonest thereafter
Remuneration: Market related
Reference: MBSEACADMIN
Role Description
The successful candidate will be appointed as an academic administrator in the MBSE Academic team. They will be responsible to support the MBSE Academic team with implementation of learning, teaching and assessment and with the provision of academic support on all MBSE qualifications and other training programmes. Duties will include co-ordination and implementation of scheduled activities; proofreading and editing, administration tasks on the MBSE LMS (Moodle) including uploading, testing and maintaining learning material and assessment; assisting the academic team with student support and communication; and record-keeping.
Job Specification
- Responsible to support the academic team with proofreading and editing of learning material, assessments, Moodle Import documents, etc.
- Responsible to support the academic team with uploading, testing and maintaining learning material and assessment on qualifications.
- Responsible to assist with the maintenance and updates of appropriate MBSE templates for instructional design and assessment, and for standard student course communications.
- Responsible to assist the programme co-ordinators with planning and documenting required academic activities according to MBSE semester schedules and timetables.
- Responsible to assist with MBSE LMS (Moodle) administration tasks for qualifications, for example, preparing LMS import documents, creating question banks, creating quizzes and importing questions as well as preparing settings for proctored exams, etc.
- Responsible to assist the academic team with assessment on allocated modules/subjects, for example, marking scripts as per memorandum on selected modules/subjects, checking and recording results, preparing moderation reports and any other progress reports as required by the academic team.
- Responsible to assist with learning and teaching processes, for example reviewing recorded lectures, editing these and then uploading them in the LMS, sending student announcements on the LMS.
Skills
- Planning and organising skills to assist the academic team with implementation of the of MBSE qualifications and other programmes
- Interpersonal skills to communicate effectively with internal staff and external contractors, management and clients (students)
- Interpersonal skills to check, proofread and edit documents
- Driven to delivering results and meeting customer expectations
- Adapting and responding well to constant change and development
- Analytical thinking
- Working well in a diverse team
Qualifications
- Financial or Insurance or other similar post matric qualification at minimum NQF Level 6
Experience
- 1 years’ working experience in higher education or similar training environment
Please note: Preference will be given to AA / EE applicants
When submitting your application, please ensure to include the following:
- Cover letter (please outline your interest and how you will be a good fit for this position)
- Resume
- Qualifications
- Salary expectations
- Notice period
- Kindly quote the reference listed above
Closing date for applications: 15 July 2022
Only suitable applicants will be contacted. Should you have not received a response by or on the 30 July 2022, please consider your application unsuccessful.
Location: Stellenbosch.
Contract Type: Full-time
Appointment Date: 01 July 2022 or soonest thereafter
Remuneration: Market related
Reference: MBSELECTURER
Role Description
The successful candidate will be appointed as a lecturer for various module/subjects on the Higher Certificate in Wealth Management (NQF5) and the Advanced Certificate in Financial Planning (NQF6). They will be responsible for effective implementation of learning, teaching and assessment on allocated modules in an online learning environment.
Duties will include planning, co-ordination and implementation of scheduled activities; maintenance of learning material; delivery of teaching, learning and assessment; student support and communication; record-keeping and implementation of quality measures on allocated modules to ensure ongoing improvement.
Job Specification
- Responsible for the effective co-ordination and implementation of scheduled module activities according to the semester calendar.
- Responsible for maintenance and improvement of teaching material and assessment according to specified standards, policies and procedures.
- Ongoing research and analysis to identify required updates and additions to allocated modules such as new legislation and new trends in products, financial planning technical information, etc.
- Responsible for delivery of quality online teaching, learning and assessment in the allocated modules according to specified standards, policies and procedures including but not limited to moderation of online discussions, delivery of online lectures/recorded sessions on specific course aspects e.g. examination preparation lectures, formative and summative assessment marking and timeous feedback to students
- Receive, research, manage and respond timeously to student queries and student support requests.
- Perform internal pre- and post-moderation on assessment instruments and course material where development is outsourced, or for other identified MBSE programmes where subject matter expertise allows.
- Implement MBSE standards, policies and procedures for accurate record-keeping, moderation and communication of all student results.
- Stakeholder management including liaising with clients, internal staff and management and external subject matter experts and moderators to ensure effective implementation of programme.
- Provide information to assist with the implementation and maintenance of accreditation with various quality assurance bodies and professional bodies.
Skills
- Module content research, design, development and moderation.
- Assessment design, development, moderation and implementation.
- Online facilitation and discussion forum moderation, communication, digital and computer literacy.
- Planning, co-ordination, project management, reporting and record-keeping.
- Student support and relationship management, effective and disciplined self-management, problem solving and creativity, critical thinking, and decision-making abilities.
- Subject matter expertise in financial planning.
Qualifications
- Financial or Insurance related post matric qualification at minimum NQF Level 7
- Advantageous: Professional designation in financial planning
Experience
- 1 years’ working experience in a financial planning or insurance setting
- 1 years’ working experience in higher education or similar training environment
Please note: Preference will be given to AA / EE applicants
When submitting your application, please ensure to include the following:
- Cover letter (please outline your interest and how you will be a good fit for this position)
- Resume
- Qualifications
- Salary expectations
- Notice period
- Kindly quote the reference listed above
Closing date for applications: 15 July 2022
Only suitable applicants will be contacted. Should you have not received a response by or on the 30 July 2022, please consider your application unsuccessful.
Location: Stellenbosch, Western Cape
Contract Type: Permanent
Appointment Date: 01 July 2022 or soonest thereafter
Remuneration: Market related
Reference: MIRJUNSKILLDEV
Purpose of the position:
To manage and oversee the effective development, implementation and delivery of Skills Development, Employment Equity, and other services as agreed upon to internal and external clients.
Key Responsibilities:
- Facilitate the implementation and maintenance of Skills Development Policies and Practices as per SLA
- Facilitate the implementation and maintenance of Employment Equity as per SLA
- Communicate SETA initiatives, discretionary grants and benefits to the client and advice the client how to make optimal use thereof
- Liaise with marketing and communication regarding marketing campaigns to grow the business and with external stakeholders
Minimum Requirements:
- Relevant NQF 6 Qualification and/or relevant ETDP qualification
- Registered as a Skills Development Facilitator non negotiable
- At least 3 – 5 years working experience in the skills development and employment equity environment
Required Personal and Technical skills:
- Education and Training environment (SAQA, QCTO, CHE, SETA etc.)
- Education in workforce environment (EE)
- Working knowledge of SETA Labour Market Information System (LMIS)
- Skills Development policies and procedures
- Employment Equity policies and procedures
- Entrepreneurial mindset
- Project management
- Conflict management,
- Time management and punctuality,
- Negotiating skills,
- Stress tolerance and resilience,
- Pro-active problem-solving,
- Extremely good organisational skills,
- Verbal and Written Communication skills
- Follow policies and procedures,
- Adapt and respond well to constant change and development,
- Analytical thinking,
- Working well in a diverse team as well as working independently,
- Continuous learning and researching,
Please note: Preference will be given to AA / EE applicants
When submitting your application, please ensure to include the following:
- Cover letter (please outline your interest and how you will be a good fit for this position)
- Resume
- Qualifications
- Salary expectations
- Notice period
- Kindly quote the reference listed above
Closing date for applications: 15 July 2022
Only suitable applicants will be contacted. Should you have not received a response by or on the 30 July 2022, please consider your application unsuccessful.
Location: Stellenbosch, Western Cape
Contract Type: Permanent
Appointment Date: 15 June 2022 or soonest thereafter
Remuneration: Market related
Reference: MIRFinclerk
Role Description
Moonstone Information Refinery requires a Finance Clerk. The successful incumbent will be responsible for clerical and administrative functions such as customer and supplier services, recordkeeping, bank reconciliations and various other financial transactions.
Job Specification
- Process bank & credit card transactions and bank reconciliation.
- Debtors – issue invoices, reconcile accounts and follow-up on outstanding balances (debt collecting).
- Suppliers – capture invoices, reconcile accounts and follow-up on outstanding documentation.
- Verify correctness of Invigilators Summary.
- Administer Ad- Hoc Tasks.
- Preparing various schedules and summaries for the annual audit.
- Maintain the fixed assets register.
Competencies
- Accuracy and Attention to Detail
- Good Communication Skills
- Deadline Driven
- Be honest and trustworthy
- Professional
- Ability to work Independently and as a team
- Problem solving & decision making
Minimum Requirements
- Educational requirements: National Senior Certificate.
- Diploma/certificate in Finance or Bookkeeping will be an advantage.
- At least 3-5 years’ experience in a financial position.
Skills & Abilities
- Knowledge of the basic bookkeeping and financial transactions.
- Sage Pastel Accounting System (knowledge of other accounting systems would be advantageous).
- Proficiency in Ms Office (Word, Excel, Outlook etc).
- Relevant creditors and Debtors experience.
- Business writing and Communication skills.
Please note: Preference will be given to AA / EE applicants
When submitting your application, please ensure to include the following:
- Cover letter (please outline your interest and how you will be a good fit for this position)
- Resume
- Qualifications
- Salary expectations
- Notice period
- Kindly quote the reference listed above
Closing date for applications: 30 June 2022
Only suitable applicants will be contacted. Should you have not received a response by 15 July 2022, please consider your application unsuccessful.
Office Location: Stellenbosch, Western Cape
Contract Type: Permanent
Job Level: Professional
Appointment Date: As soon as possible
Remuneration: Market related
Purpose of the position:
Moonstone Software Solutions (Pty) Ltd is looking to bolster its internal development and testing capability.
The successful applicant will form part of the software development team. The role will include building and maintaining relationships with stakeholders and providing recommendations and solutions based on analyses and integration of stakeholders’ business requirements.
Key Responsibilities:
- Writing, modifying, debugging and implementing efficient code
- Determining operational practicality
- Deploying software tools, processes and metrics
- Maintaining and upgrading existing systems
- Training users
- Working closely with other developers, UX designers, business and systems analysts
Skills and Competencies:
- A Passion for coding and programming
- Knowledge and a keen interest in computer systems and the latest technologies
- The ability to learn new technologies quickly
- Positive attitude towards team work and project management skills
- The ability to communicate complex procedures to other colleagues
- Good communication skills – both written and verbal
- An analytical mind
- Attention to detail and desire to probe further into data
- Coping under pressure and effective time management
- Commercial and business awareness
Minimum Requirements:
- Relevant University Degree (Engineering, Computer Science or similar)
Preferred:
- Relevant IT experience
- Web application development experience
- SQL skills
- PHP and JavaScript development skills
- CSS and HTML skills
- Angular experience or similar (preferable)
- Understanding of API integration such as REST / XML
Please note: Preference will be given to AA / EE applicants
When submitting your application, please ensure to include the following:
- Cover letter (please outline your interest and how you will be a good fit for this position)
- Resume
- Qualifications
- Salary expectations
- Notice period
- Kindly quote the reference listed above
Closing date for applications: 30 June 2022
Only suitable applicants will be contacted. Should you have not received a response by 15 July 2022, please consider your application unsuccessful.
