To assist in the Life department to provide service excellence in daily tasks when assisting colleagues and clients with queries, portfolios, values, advice, and market analysis. This position should provide meaningful and accurate information to satisfy requests, queries, and claims. Client Centricity is a must as well as a helpful and willing demeanour to act as a support function to client facing staff.

General Duties

• Obtaining latest values from companies and knowing the different products.
• Obtaining Internal rate of returns on different investments and capturing/analyzing the data
• Making recommendations on different investment portfolios and finding solutions by switching their portfolio according to their risk profile
• Analyzing the market movements and updating reports
• Investment servicing which includes but is not limited to the following: Switches, rebalances, Repurchases, Fee re-negotiations, Income revisions and Ad hoc contributions. This includes debit order activations/cancellations, Investment queries, CGT calculations, etc.
• Processing of Life claims – Obtain medicals from doctors, examine the reports and identify, if possible, claim.
• Identify possible leads from life claim payments or maturities
• Updating of portfolios – accuracy in data/value capturing. Attention to detail is very important as company will be held liable if incorrect amounts are quoted.
• Dealing with day-to-day client queries or client services such as beneficiary changes, recording/cancelling cessions, debit order amendments, billing/payment queries, withdrawals/repurchases, premium holidays, etc.
• Dealing with Maturities – updating the registers, making contact with clients, etc.
• Interactive reassessment registers – keeping this updated and making contact with clients
• Dealing with all aspects on monthly unpaid debit orders.
• Assisting with the retention process
• Scanning and deletion on instruction
• Updating registers
• Any ad hoc duties as and when required

Education & Experience Requirements

• Grade 12-qualification
• Be Fully bilingual (English & Afrikaans)
• Computer skills and knowledge (especially of Word, Excel, Outlook, Internet)
• Knowledge of operation of standard office equipment
• Knowledge of clerical and administrative procedures and systems, such as filing and proper record keeping
• Knowledge of principles and practices of basic office/administrative management
• Life Assurance products – Know the different types of insurance products, limits and restrictions.
• Tax implications and benefits – How tax will be applied in the event of retirements / death/ disability; fringe benefits and when benefits will be tax deductible.
• Investments – Know and understand how to read market movements/fluctuations; income revisions and portfolio rebalances/switches).
• Commission structures – Different commission applies to different products therefore it is vital that the correct commission is applied. Know the difference between the maximum and minimum on each product.

If you believe you meet the criteria for the role, please apply by submitting your CV and all relevant corresponding certificates to hr@ambiton.co.za for consideration. In the event that you are not contacted within 14 days, please consider your application unsuccessful.

About the Employer

Optivest Health Services is a leading national consultancy, specialising in providing objective, independent and focused health cover solutions to individual members and medium to small employer groups.

At Optivest, medical schemes and medical scheme related products are our specialty. It is our vision to enable all South Africans to get medical cover, that suits their individual and family needs while saving them money.

General Purpose:

To provide a vital link between Optivest and their clients. Serve as a point of contact who clients can depend on to answer any questions or assistance they might have with regards to their medical scheme and supplementary products.

Main Job Tasks and Responsibilities:

• Service delivery and liaison with clients (both telephonically and via email)
• Liaise with relevant partners (Brokers, Medical Scheme)
• Manage and resolve client complaints
• Ongoing support with the management of the client’s full health cover portfolio (Medical scheme, gap cover, health cards, programmes, etc.)
• Optimizations of chronic medication
• Update existing client information
• Follow up client calls where necessary
• Assistance with claims

Education and Experience:

• National Senior Certificate or equivalent
• DOFA record from FSCA (can be obtained if not previously registered)
• RE5 Qualification required if DOFA registered (can be obtained while employed at Optivest if not previously registered with FSCA)
• Inseta record with NQF L5 qualification relevant to financial services industry – Required if DOFA registered (can be obtained while employed at Optivest)
• CMS accredited (can be obtained while employed at Optivest)
• Proficient in relevant computer applications
• Knowledge of client service principles and practices
• Experience in a call center or client service environment

Key Competencies:

• Verbal and written communication skills
• Strong analytical and listening skills
• Team Player
• Stress Tolerance
• Client Orientation
• Adaptability

The successful incumbent will be required to lead various short term sub-divisions ensuring synergy, cohesion and growth of the short term book. This will require expertise in underwriting, claims and sales, coupled with an extensive understanding and application of compliance. In summary, oversight and involvement with the various teams will require the following;

Short Term Underwriting:

Ensure the delivery of exceptional service to clients, consistent with the vision and mission of the company and the department objectives. Service to clients in this department should be of a high quality and should result in growth of the existing short term book. Oversee and provide meaningful direction and guidance to the underwriters in their assessment and evaluation of the risk considered. To act as the sounding board and voice of reason when decisions are taken to accept risk or not. Monitor and motivate the team to meet all regulatory and SLA time-frames and deadlines.

Short Term Claims:

Attend to the oversight of the claims department, ensuring that meaningful direction and guidance is provided in complex and problem claims where the Company’s risk is significant. Monitoring and Reporting on all claims outcomes aligned with TCF principles for clients and ensuring the department complies strictly with the standard Ambiton Claims processes and procedures. Closure of claims should result in rectification or modification of coverage, placing the client in a more secure position in future as well as the enhancement and development of the Sales Executives.

Short Term Sales:

Encourage, motivate, strategize and drive the Sales team to success in meeting and exceeding all Sales Targets, increasing company profits. Oversee, monitor and provide meaningful guidance to the Sales Executives by applying in-depth knowledge of risks and the short-term insurance market so that the solutions offered to clients are suitable and comply with TCF principles.  Ensure that the department is servicing all client needs adequately and efficiently. The sales team should embrace the brand and be true ambassadors of the Company’s values and ethics.

Education & Experience Requirements:

• Grade 12 (Matric) qualification
• Full Insurance / Financial Related Tertiary Qualification (acknowledged by the FSCA) – non negotiable
• Post graduate degree will be advantageous
• RE5 examination non-negotiable
• RE1 examination will be advantageous
• Registered Fit & Proper FAIS Representative status required (i.e. not acting under Supervision)
• Reputable in the insurance industry with good existing relationships within the sector
• Excellent command of the Afrikaans language (Written and Spoken)
• Minimum of 5 years Short Term Insurance Experience – non negotiable
• Minimum of 3 years in a management role – non negotiable
• 3-5 years’ experience on the Cardinal System
• Class of Business: Short Term Personal Lines (where applicable)
• Class of Business: Short Term Commercial Lines (where applicable)
• Proven Track record of relevant Continuous Professional Development (CPD) in the previous and current CPD cycles (where applicable)
• Product Specific Training Certificates of all products previously marketed and / or worked with, together with un-depth knowledge of different insurer wordings and exclusions.
• In-depth short-term insurance knowledge essential
• Experience gained in compliance and risk management within an FSP
• Executive level reporting experience
• Client centric with sales experience in the insurance industry
• Sound knowledge of business and management principles and practices
• Sound knowledge of strategic planning
• Sound knowledge of office administrative procedures

If you believe you meet the criteria for the role, please apply by submitting your CV and all relevant corresponding certificates to hr@ambiton.co.za for consideration. In the event that you are not contacted within 14 days, please consider your application unsuccessful.

We are a leading Short Term Insurance Brokerage in the Bedfordview area looking for an experienced Internal Commercial Broker to join our busy team.

The successful applicants role will include:

• Preparation of quotations, assist with new business, amendments, client queries and enquiries, credit control, etc.
• Action Renewals (monthly/ annually).
• Processing Corrective action on portfolio where required.
• Process Cancellations.
• Liaise with clients regarding risk improvement requirements.
• Business Retention.
• Any other adhoc tasks that may be required.

To be considered for the position, you will need:

• A minimum of 5 year experience in commercial broking.
• RE5 and NQF4 FAIS Accreditation
• Proficient knowledge of all short-term insurance products.
• Excellent communication skills.
• Good MS Word and Excel knowledge
• Good knowledge related to basic legislation/regulation/compliance related to the short-term insurance industry.
• An ability to work independently.
• Knowledge of the Cardinal 360 Insurance Processing System will be advantageous.

Remuneration will be market related dependent on experience and qualifications

CLAIMS POSITION – COOKE FULLER GROUP – KLOOF AREA

The ideal candidate should be an experienced, assertive individual with strong administration and good interpersonal skills.

Requirements

• Matric;
• Minimum 5 years’ experience in Commercial and Personal claims;
• Must be FAIS qualified in both commercial and personal lines
• Must have already completed the necessary Regulatory Exams.

Responsibilities and duties

Will include but are not limited to:

• Personal and Commercial Claims
• Appointing of Assessors
• Authorizing repairs/replacements
• Liaising with clients/relevant service providers
• Candidate must be able to communicate effectively, handle pressure and meet  strict deadlines
• Own transport preferable

Please submit CV to greg@cookefuller.co.za

Applicants that do not receive a response within 14 days of submitting their application can consider their Application as unsuccessful.

About the Employer

Optivest Health Services is a leading national consultancy, specialising in providing objective, independent and focused health cover solutions to individual members and medium to small employer groups.

At Optivest, medical schemes and medical scheme related products are our specialty. It is our vision to enable all South Africans to get medical cover, that suits their individual and family needs while saving them money.

About the Position

Optivest Health Services located in Durbanville, Western Cape has a vacancy for Health Consultants selling Medical Scheme, Health Insurance and Gap Cover products to a (qualified) leads through the process of giving financial advice.

General Requirements

• Own transport preferred.
• Be in good health.
• Reside in Northern Suburbs.
• Excellent attendance and time keeping record.
• Professional demeanour.

Key functions

• Engage Telephonically and electronically with qualified leads.
• Needs analysis discussion and comparative quote preparation.
• Give best advice – recommend product that will meet the need of client and protect client against identified risks.
• Conversion of leads to Health Contracts.
• Online & telephonic capturing of sale.
• Follow up sale with product house up to activation
• Email Relevant FAIS communication with clients up to confirmation of activated cover

Qualifications required

• Matric (Grade 12)
• CMS accredited (can be obtained while employed at Optivest)
• DOFA record from FSB to be furnished upon first interview date
• Inseta record with additional qualifications relevant to financial services industry (can be obtained while employed at Optivest)

Experience required

• Previous experience in Direct Marketing environment
• Medical scheme advice and/or service experience
• Telesales in banking or funeral and other Desired Skills
• Sales
• Call Centre
• Financial
• Medical Aid
• Health Insurance

Location: Stellenbosch, Western Cape

Contract Type: Permanent

Appointment Date: 01 May or as soon as possible

Remuneration: Market related

Reference: JnrDBADev/May22

 

Role Description

The successful candidate will be appointed as an assistant for the Senor Developer in terms of the development, implementation and maintenance of new systems; administration, maintenance and security of current systems; monitoring of Linux servers, systems and databases including implementation of remedial action in the event of an error, data breach or other issue.

The Junior DBA Developer & Linux Administrator will report to the IT Manager for Moonstone Information Refinery

Job Responsibilities

• Assistance covering the following areas:
  • Administration, configuration and maintenance of Linux systems;
  • Programming and maintenance of in-house Developed Systems using Pascal based RAD’s such as Delphi and Lazarus;
  • Programming and maintenance in PHP may also be required;
  • Administration and maintenance of Gitolite system used as source code repository;
  • Administration and maintenance of Database systems for in-house developed systems as well as Moodle;
  • Administration and maintenance of the infrastructure for Apache Web based systems;
  • Maintenance of the Moodle System backend;
  • Administration and maintenance of Linux email systems;
  • Administration and maintenance of Linux server security systems;
  • Administration and maintenance of Linux backup systems.

Educational Requirements

• Linux Certifications such as RHCT, RHCE and LPIC or equivalent
• Diploma in Information Systems Technology or equivalent
• Computer Science Degree or equivalent will be advantageous
• Tertiary qualifications in Computer Science or Programming; Industry recognised courses relating to Linux, SQL Databases, Delphi or PHP Programming, Apache or Networking will be advantageous

Knowledge & Experience Requirements

• At least 3 years’ experience in Linux Administration
• Preferably 3 years’ experience in PHP / LAMP environment
• Preferably 3 years’ experience in SQL Database Administration
• Preferably 3 years’ experience in Delphi or Lazarus programming

Skills & Competencies Requirements

• Administration, configuration, maintenance and backup of Linux systems (preferably Debian based)
• Administration, configuration, maintenance and backup of MSSQL, MySQL and PostgreSQL database systems
• Designing, programming and maintenance of Delphi/Lazarus based systems
• Using Git and Gitolite for source code repositories
• Administration, configuration, maintenance and backup of Apache based web systems
• Maintenance of Moodle systems infrastructure
• Working experience with LAMP and especially PHP would be an advantage

Please note: Preference will be given to EE candidates.

The closing date for applications is 12 May 2022.

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)
• Curriculum Vitae/Resume
• Qualifications
• Salary expectations
• Notice period
• Kindly quote the reference listed above

Only suitable applicants will be contacted. Should you have not received a response by 31 May 2022, please consider your application unsuccessful

KI CAT 1.13 (DIRECTIVES) CAT 1

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

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

 

 

Position

We have a vacancy for a reliable, open, honest, self-motivated, self-disciplined individual, based in Pretoria, fulltime or part time, who is passionate about investments, tax, and financial planning, preferably with some sales/networking experience.

Requirements

• FAIS Act Compliant – NQF4 qualification, RE5, Class of Business and CPD with 1 – 3 years’ experience in sales / or recently qualified graduates or nearly qualified graduates with Investments, Accounting, Taxation and/or Commercial law subjects
• Training, where applicable will be provided
• Strong client relationship management and communication skills
• Own car and driver’s license essential

Main responsibilities will be:

• Advising existing and new clients on their financial planning
• Engaging and maintaining professional advisory relationships with existing clients.
• Management oversight and of the administration associated with the wealth business processes and client servicing.
• The successful candidate will also be appointed for continuity purposes – details to be discussed during the interviews.

Renumeration

• Remuneration comprises both fixed and variable
• Fixed annual salary on a CTC
• Variable incentive linked to portfolio profitability and annual growth in portfolio fee income.
• Closing date: 29 April 2022
• CV’s to be emailed to info@hofland.co.za Only short-listed candidates will be contacted.

Futur-E Insurance Brokers Pretoria requires the services of a candidate with experience in the Short term insurance industry as from 1 June 2022.

The candidate will be responsible for the following duties:

• Obtain new business
• Commercial underwriting and contact with clients
• Servicing and retaining of existing clients

Main Job functions:

• Marketing of Commercial and retail and Niche products to new clients
• Meet targets as set by the company
• Attend and discuss renewals with clients timeously
• Attend to administration of the issuing of new policies written and amendments thereof.

Competencies (Key requirements)

• Registered as a representative with FSCA within the last 5 years for Short-term Commercial and Personal Lines – Intermediary services without supervision
• Class of Business Completed for Commercial and Personal lines
• RE5 qualification and NQF4
• The candidate has 3 to 5 years Broking experience together with good administration skills
• Ability to be a team player and to encourage a team with their positive actions in achieving team goals
• Positive and willing attitude in obtaining new business and servicing of clients
• Ability to prioritise own workload
• Able to analyse situations, from opinions and make calculated decisions independently
• High level of communication skills in both Afrikaans and English
• The ability to proactively develop client relations and to listen and understand a client’s needs and to anticipate and provide solutions to client’s needs
• Computer literacy (WORD; OUTLOOK; EXCEL; MS OFFICE)
• Able to deal with Service Providers on their platforms

Should you be interested in applying for the above position, please send your CV to:

Futureinsure22@gmail.com

Closing date: 30 April 2022

Should you not hear from us within 14 days from date of submittance of CV, assume that your application has been unsuccessful.