Merit Insurance Brokers, Pretoria is looking for a candidate with experience in commercial short term insurance claims and underwriting as well as general office management. From 01/06/2022.

Main purpose:

• Commercial underwriting and client contact
• Commercial claims, dealing with the complete process
• General office management

Main job functions:

• Dealing directly with clients
• Attend to all amendments on policies and distributing policy documents
• Issuing new policies
• Ensure renewals are dealt with timeously
• Register and handle the whole claims process
• Be able to assist with Personal lines clients, policies and claims

Competencies (Key Requirements)

• Registered as a representative with the FSCA within the last 5 years for Short Term Personal and Commercial lines – intermediary services without supervision
• COB (class of business) completed for Personal and Commercial Lines
• RE5 qualification and NQF4
• The candidate has 3 to 5 years claims and underwriting experience together with good administration skills and the ability to look at all aspects of the job, regardless how detailed
• Ability to be a team player that can actively encourage open and frank communication in a team environment
• Encourages a climate of teamwork through their actions; and is committed to team goals rather than personal goals
• Positive and willing attitude as well as a service culture
• Ability to prioritise own workload
• Methodical / analytical ability and numerical ability – able to analyse situations, form opinions, and make decisions independently, and calculations accurately
• High level of communication skills (both written and verbal) Afrikaans & English
• The ability to proactively develop customer relationships, making efforts to listen and understand the customer, anticipating and providing solutions to customer needs to customer satisfaction
• Computer Literacy (MS Office: Outlook, Word, and Excel)
• Able to deal with service providers such as IT, internet service providers etc.

Should you be interested in applying for this position please send your CV to: merit@meritbrokers.co.za

Closing date: 30/04/2021

In the event that you do not hear from us within 14 days after the closing date, assume that your application has been deemed unsuccessful.

OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.

Our retention advisors are responsible for handling difficult calls. It is their responsibility to retain clients and make sure these clients remain part of the OUTsurance family.

Dealing with client queries and complaints on all levels in a competent, efficient and professional way, in accordance with the quality standards that are in place and in accordance with the values of OUTsurance.

Qualifications

• Minimum Matric qualification or equivalent qualification
• FAIS accreditation is essential
• Applicants that have been working in the financial services industry prior to December 2010, preference will be given to applicants with their FAIS Regulatory Exams (RE1) completed.

Well established Motor Dealership in Margate is looking to employer a experienced and qualified F&I Business Consultant.

Following qualifications are a pre-requisite:

• NCA qualifications completed
• Minimum of 140 FAIS Accreditation Credits
• RE 5 Accredited
• Seriti & Signio experience would be an added advantage

Salary is market related

G.B.W. Financial Planners (Pty) Ltd is an independent FSP with multiple Contracts, located in Cape Town. We are looking for a Discovery Broker/Representative who can become part of our retiree’s succession plan.

Requirements:

• FSCA registered with RE 5.
• Minimum 6 years’ experience
• Aged 30 to 40
• Fully conversant in Life and Risk Products
• Investments

We need competent, ethical marketers looking to work independently and remotely. We do your Compliance and you keep your clients.

 

Contact cgillot@comail.co.za

Web: http://www.gbwfinancialplanners.co.za/

Location:                              Stellenbosch, Western Cape

Contract Type:                    Permanent

Reference:                           FullStackDev

Job Level:                              Entry-level

Appointment Date:           1 April 2022 or as soon as possible thereafter

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.

The Full Stack Developer will report to the Product Development Manager for Moonstone Software Solutions.

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 teamwork 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

• Grade 12
• Relevant IT qualification
• At least 1-2 years relevant IT experience

Preferred Requirements

• Relevant University Degree (Engineering, Computer Science or similar)
• 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: 31 March 2022

Only suitable applicants will be contacted. Should you have not received a response by 30 April 2022, please consider your application unsuccessful.

Location:                                Stellenbosch, Western Cape

Contract Type:                      Permanent

Reference:                             ExamAdmin

Appointment Date:             1 April 2022 or soonest

Remuneration:                     Market related

 

Role Description

Moonstone Information Refinery requires an Examination Administrator.  The successful incumbent will be responsible for the administration of all aspects of the generation and marking processes and procedures of the FSCA’s regulatory examinations as well as other clients with similar requirements.

The Examination Administrator reports to the Manager: Examination & Safety Administration for Moonstone Information Refinery.

Job Specification

• Generating and printing a variety of Question Papers.
• Generating marking templates.
• Capturing and marking candidate examination scripts.
• Capturing candidate data and generating spreadsheets for upload.
• Generating statistical reports using standard reporting functions.
• Updating and maintaining records.
• Maintaining the security of the question database and question papers throughout the generation, receipt, and storage of question papers.

Minimum Requirements

• Grade 12 or equivalent NQFL4 qualification
• Diploma/certificate in business or office administration will be an advantage
• At least 10 years proven administration experience
• At least 10 years proven customer service experience

Competencies

• Accuracy & attention to detail
• Problem solving & decision making
• Impulse control & stress tolerance
• Able to work independently & as a team
• Flexibility & multitasking
• Analytical thinking

Skills & Abilities

• MS Office skills are required:
  • Basic MS Word
  • Intermediate MS Excel
  • Intermediate MS Outlook
• Database Management (will be an advantage)
• Proficient in spelling, punctuation, grammar and other English language skills
• Strong Administrative skills.
• Effective planning, time, and stress management skills.
• Leadership skills.
• Deadline driven.
• Strong work ethic

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: 31 March 2022

Only suitable applicants will be contacted. Should you have not received a response by 15 April 2022, please consider your application unsuccessful.

 

OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.

Qualifications:

• Matric Relevant tertiary or Call centre qualification will be beneficial
• Applicants with successfully completed FAIS Regulatory Exam and a minimum of 30 FAIS Credits will be given preference

Experience:

Previous Call Centre experience in Telesales. Experience in Short Term insurance industry is preferred.

Location: East Rand, Nelspruit, Durban, Western-Cape

We are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs.

 

So why join our team and what makes us different?

• Advances on commission payment options.
• Bi-monthly or monthly commission.
• No admin / desk fee.
• Admin assistance and back-office support.
• P-Grade office space and meeting rooms.
• Ongoing marketing campaigns & continuous lead generation.

 

Role and Responsibilities:

• Develop and maintain a personal network and represent the organisation at relevant industry events.
• Source leads and referrals.
• Identify sales opportunities while promoting the organisation and enhancing its reputation.
• Introduce internal specialists and utilise their expertise to gather and analyse client data in order to identify the correct sales opportunities and solutions.
• Manage the customer journey from sales to on-boarding and regular portfolio review.
• Develop and implement a customer contact plan to communicate and engage with the client regarding product launches, sales campaigns, servicing opportunities and ongoing portfolio management.
• Manage key client customer relationships to maintain customer satisfaction, retention and loyalty while following principles of TCF.
• Develop and maintain knowledge, understanding and adherence to the regulatory framework and relevant codes as well as the organisation’s policies and procedures.
• Participate in development programmes, assessments and activities which form part of the formal and informal training program.
• Gain/maintain the relevant external professional accreditation requirements.
• Maintain an in-depth understanding of the Financial Services Industry regulations, best practice solutions and fit and proper requirements.

 

Desired Qualification and Experience:

• Matric/Grade 12 or SAQA Accredited Equivalent Essential.
• 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
• 2 or more years’ experience as a Financial Advisor within the financial services industry, life and investment essential.
• RE 5 certificate.
• Proven sales track record.

 

We cannot wait for you to join our awesome team!

To apply for this position, please click on: https://www.dittojobs.com/jobs/view/1721992734

Alternatively, send your CV to: nicole.n@numeral.co.za

Remnant Advisory is passionate about empowering our clients to take control of their lives and their finances, and we’re looking for partners to help us do just that. Are you ready to build your practice into an asset of value?

About you

Remnant is interviewing wealth advisors with big ideas and even bigger dreams to join our Wealth Advisory team. Our ideal candidate would be passionate about Financial Planning and able to provide solid, holistic financial advice in the best interests of the client, at all times.

As an advisor at Remnant Advisory, you will deliver personalized risk, investment, and financial service solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans, client relationship management, and analysis to ensure the complete accuracy of information and advice. Strategic, entrepreneurial, and outcome-driven candidates need to apply.

About Remnant

At Remnant, we deliver market-leading financial solutions to clients. This is thanks to the broad product solutions and architecture of our organization plus the proven support and infrastructure of our partnerships. Remnant enhances the practice building of our financial planners whilst enjoying a truly adviser-led culture where Independence and Innovation are core values.

Why join us?

• Unlimited earning potential.
• Industry-leading share rates on all lines of business.
• Independent planning environment.
• Own your clients.
• No Desk Fees.
• Coaching and mentoring to build your financial planning practice.
• Lead Generation and New Client acquisition support.
• Dynamic Affiliate Program for Employee Benefits and Short Term Insurance.
• World Class Fintech platforms to build your practice.

Requirements

• Bachelor’s degree in Finance or related field.
• 2+ years of industry experience inclusive of online consultations.
• Excellent interpersonal and presentation skills.
• RE 5 Qualification and 120 Credits.
• Computer literacy in all Office programs.
• Driver’s license and own transport.
• Class of business.
• Clear Credit Record.

If you think you can bring exciting energy to our growing team, and there’s a strong fit for the requirements, we want to hear from you. Looking forward to partnering with you in changing lives and helping you live the best life ever!

Please forward your CV to Dylan Mattison, dylan@rmnt.co.za.

The position for a Claims Administrator has become available at MUA, Cape Town. MUA is looking for a high energy dynamic individual with a strong claims background in both home and motor insurance. The successful applicant will assist the Claims non-motor Buildings team.

Main Purpose:

• To ensure that all documentation for new claims is completed and captured on the system.
• To process, negotiate and finalise all claims falling within the ambit of this position.

Main Job Functions:

• Registration of new claims.
• Appoint Loss Adjuster/ Investigator if and when necessary.
• Make critical claims technical decisions in line with MUA’s products and procedures and within the set timeframes (company turnaround times).
• Update claims and estimates on the system.
• Manage a diary of the workflow and deadlines for information and service.
• Make payments as required.
• Maintain a good relationship of co-operation, feedback and service to Brokers and Service Providers. This includes telephonic and written queries, and correspondence.
• Provide reports to management as required.

Competencies (Key Requirements):

The suitable incumbent must have the following competencies:

• Registered as a representative with the FSCA within the last 5 years for Short Term Personal and Commercial lines – intermediary services without supervision.
• COB (class of business) completed for Personal and Commercial Lines
• The incumbent has 3 to 5 years claims experience together with good administration skills and the ability to look at all aspects of the job, regardless how detailed.
• Ability to be a team player that can actively encourage open and frank communication in a team environment. Encourages a climate of teamwork through their actions; and is committed to team goals rather than personal goals.
• Positive and willing attitude as well as a service culture
• Susceptible to change.
• Ability to prioritise own workload.
• Ability to remain calm and productive under pressure as this can be a fast-paced job.
• Methodical / analytical ability and numerical ability – able to analyse situations, form opinions, and make decisions independently, and calculations accurately.
• High level of communication skills (both written and verbal).
• The ability to proactively develop customer relationships, making efforts to listen and understand the customer, anticipating and providing solutions to customer needs to customer satisfaction.
• Computer Literacy (MS Office: Outlook, Word, and Excel).

Should you be interested in applying for this position please send your CV to careers@mua.co.za by 18 March 2022.

In the event that you do not hear from us within 14 days after the closing date, assume that your application has been deemed unsuccessful.