The CISE’s primary focus is on identifying potential clients, presenting them with suitable product proposals and confirming policy sales. They must build relationships with clients to ensure retention of business and facilitate new business. An extensive knowledge of insurance products and providers is necessary. The Sales Executive is also responsible for complete and accurate administration related to all policies and clients.

All FAIS compliance requirements must be met.

Candidates should have a proven track record of sales in the short-term insurance industry, ideally within a broker environment.

Remuneration is market related.

The underwriter is responsible for short-term insurance policy administration (renewals, endorsements and new business) providing excellent service and solutions to account executives, brokers and clients.

Candidates must be fully FAIS compliant, with a short-term insurance qualification, RE 5, Class of Business and supervision completed; Product Specific Training and CPD must be up to date.

Good knowledge of the MS Office Suite – Word, Excel, Outlook is necessary, and experience on CIMS360 would be advantageous.

Candidates must have sound knowledge of underwriting processes and knowledge of the insurance industry in general and must be willing to take an assessment to gauge their knowledge.

A stable employment history, ideally be from a broker background, is required.

The successful candidate will be responsible for identifying potential clients, presenting them with suitable product proposals and confirming policy sales. They will build relationships with clients to ensure retention of business and facilitate new business. They are also responsible for complete and accurate administration related to policies and clients.

They must have extensive knowledge of commercial insurance products, in particular Logistics, Fleet and Goods in Transit insurance; be fluent in Afrikaans and be working in the Cape Town area.

A proven track record of sales in the short-term insurance industry, ideally within a broker environment, is required.

All FAIS Compliance requirements must be met.

The salary is market related and may be structured to include commission.

 

JOB DESCRIPTION

CIA Building Insurance part of the worldwide Hannover Re Group and one of the largest Underwriting Managers in South Africa, is currently looking for an experienced claims negotiator to join our claims team in Bedfordview.

At CIA we pride ourselves on providing outstanding customer service and
having amazing staff is how we achieve this. We offer a stable and family-oriented work environment, great compensation (which includes benefits
such as pension and bonus) and the opportunity to learn and study further.

The ideal candidate’s key performance areas will be:

All aspects of claims handling including, but not limited to:

• New claims registration
• Assess merits of claim in terms of policy wording
• Appointment of contractors/loss adjusters
• Authorisation of claims/ drafting of rejection letters
• Requests for claims payments
• Liaison with brokers and service providers

Behavioural dimensions:

• Attention to detail
• Deadline orientated
• Strong admin skills with an ability to prioritise workload
• Good interpersonal skills
• Assertive
• Ability to work under pressure

Candidate Requirements:

• Education: (not negotiable) Matric
• Commercial claims experience of at least 2 – 10 years, preferably at a UMA or insurer.
• Short-term Insurance qualifications will be an added advantage
• Being FAIS compliant will be an added advantage
• Fluency in English and Afrikaans
• Computer Literacy (MS Word, Outlook and Excel)
• COVID 19 Vaccination Certificate

Remuneration:

Annual Cost to Company package inclusive of a performance-based
bonus: Negotiable based on experience
Pension scheme and Group life insurance

To apply please email your CV to marc@cia.co.za

CIA is underwritten by Compass Insurance Co. Limited (awarded an A + rating by Global Credit Ratings), a subsidiary of the Hannover Reinsurance Group -the third largest reinsurer in the world. CIA is part of the Lireas Holdings Group of companies, which in turn is a wholly owned subsidiary of the Hannover Reinsurance Group Africa Limited.

Commercial & Industrial Acceptances (Pty) Ltd Registration No: 2000/019340/07 is an authorised Financial Services Provider No: 13890 acting as an Underwriting Managing Agent for Compass Insurance Company Limited Registration No: 1994/003010/06 Compass’s Financial Services Provider No: 12148

We’ve got a position available for a Retentions Consultant.

Purpose of position:

Communicating with clients and managing relationships in order to increase loyalty and retain their business.

Responsibilities:

• Handling difficult client calls.
• Retaining clients as part of the King Price royal family.
• Dealing with client queries and complaints in a competent, efficient and professional way, and in accordance with the company’s quality and performance standards.
• All dealings with clients must be in alignment with the company culture and values.

Requirements:

• Matric or matric equivalent (essential)
• Experience in a similar role would be beneficial

Skills and Attributes:

• Sales and client service oriented
• Attention to detail and quality oriented
• Deadline and results oriented
• Ability to take initiative
• Enthusiastic and passionate about the job and the company
• Organised, punctual and excellent time management skills
• Teamwork and collaboration
• Good judgment and problem-solving skills
• Adaptable and resilient
• Honesty and integrity
• Good interpersonal and communication skills
• Negotiation skills
• Administration skills

To apply, send your CV to antoinette.dejager@kingprice.co.za. If you don’t receive any feedback within 10 working days after the closing date, please accept your application as unsuccessful. In response to this ad, you acknowledge and accept that we’ll need to process your personal info. To see how we process personal info, feel free to check out the privacy policy on our website.

Qualifications and Experience Requirements:

• B Com Degree or similar
• At least 5 years’ experience in Retirement Fund Administration
• Experience in management of staff is a must
• Knowledge of retirement fund system of which Everest operating system would be an added advantage
• Experience in managing multiple retirement funds

Skills required:

This position requires an energetic person who is able to work well under pressure and supervise a dynamic team.

The following skills are essential:

• Ability to prepare process flows for staff and to ensure their diligent adherence thereto
• Ability to handle multiple projects simultaneously
• Ability to handle technology-based projects
• Proficient in Microsoft Excel (V-Lookup, Pivot Tables etc)
• Excellent communication and client service skills
• Ability to manage, supervise, motivate and train staff
• In-depth knowledge of retirement fund related regulations and compliance requirements
• Strong analytical and problem-solving abilities
• Detail-oriented with strong organizational skills
• Ability to manage multiple tasks and deadlines efficiently
• High standards of accuracy

Further details of duties:

• Manage the day-to-day operations of multiple retirement funds
• Managing a team of Fund Administrators and their day-to-day activities
• Ensure professional and timeous communication with clients, service providers and members
• New client implementations
• Implement ongoing training programs to improve team competency
• Administration System testing
• Monitor fund data and ensure the accuracy of records
• Prepare and submit required regulatory reports
• Keep up to date with industry requirements

Short-Term Insurance Commercial & Personal Lines Position available

Vacancy Details:

A well-established Insurance Brokerage in Pretoria East requires the services of an office based Personal Lines Underwriter.

Minimum requirements:

·          FAIS accredited (Relevant qualifications: RE5, COB & full qualification in terms of FAIS requirements).

·          Minimum of 2 years’ experience in a broking environment.

·          Good computer skills – MS Office & Excel.

·           Be able to work under pressure with minimal supervision.

·           Attention to detail and a systematic, thorough approach.

·           Excellent communication skills, both verbal and written( Afrikaans and English).

·           Excellent conflict handling skills.

Key Responsibilities:

Customer Service

·         Liaison with potential and existing clients, building positive relationships by giving accurate, appropriate information on policy covers, terms, and conditions.

·        Adhering to Service Level Agreements set by the company.

Portfolio Management

·        Liaising with Clients, Insurers and Suppliers.

·        Processing quotes, new policies, renewals, and endorsements.

·        Accurate record keeping, continuous management of files, correspondence, and diary.

Insurance Knowledge

·        Studying various insurance products and proposals and gathering and assessing background information.

·        Keeping abreast of developments within the industry.

·        Determining correct competitive premiums and fees and negotiating terms with Insurers.

·        Specifying conditions imposed on different types of policies.

·         Keeping detailed records of policies underwritten and decisions made (Knowledge of CRM BIAS will be an advantage).

Salary commensurate with experience

The employment package includes: A basic salary, earning of commission for new business and a Medical Aid contribution.

Suitable candidates must send their CV to p@erer.co.za

Consider your application unsuccessful if you have not been contacted within 14 days of the advert.

Must be able to provide exceptional customer service and a high level of customer centricity, retention and loyalty by handling all admin functions on existing clients and new business.

Qualifications and Experience

• Grade 12 (depending on DOFA date and FAIS requirements)
• FAIS credits on NQF level 4 (as per FSCA legislative requirements)
• RE5 (Representative)
• CPD statement as per annual requirement
• Minimum of 2 years short term Insurance Underwriting experience in the relevant position (proof required)

Knowledge and Skills

• Cardinal / MMX System experience will be an advantage
• Attention to detail
• Customer Service skills
• Excellent communication skills
• Interpersonal skills

Duties

Effectively maintaining underwriting standards and providing quality client service:

• Issuing new policies, renewals, and endorsements
• New business quotes
• Underwriting in accordance with standards, policies and procedures
• Attend to administration and written communication
• Ensure that all documentation is processed accurately & correctly
• Ensure documentation is checked and authorised
• Ensure queries are resolved as per company standards
• Negotiating renewal terms and preparing the renewal documentation.
• Ensure renewal reviews are completed timeously
• Checking policies before sending to clients
• Telephone contact with clients when they phone in with queries or amendments/ additional covers
• Saving all work electronically
• Service delivery to ensure customer satisfaction
• Maintain service, quality, and desired outputs within a specific functional process by ensuring compliance with tactical policies, procedures, and standards.
• Participate in the creation of new standards, control systems, and procedures to maintain service delivery.
• Maintain a high level of professionalism and respect in all communications.
• Participate in training and development opportunities to improve job knowledge and skills.

Please send your qualifying CV, Proof of DOFA, all qualification certificates, statement of CPD compliance to info@privefs.co.za.

Closing date – 15 September 2024

Start date: 1 November 2024 (or sooner)

Vacancy Details:

A well-established Insurance Brokerage in Cape Town, Southern Suburbs requires the services of an office based Commercial Lines Underwriter.

Minimum requirements:

• FAIS accredited (Relevant qualification, RE5 and CPD points for new cycle)
• Minimum 6 years experience in a broking environment
• Good computer skills and Cims proficient
• Be able to work under pressure with minimal supervision
• Attention to detail and a systematic, thorough approach
• Excellent communication skills, both verbal and written
• Excellent conflict handling skills
• Highly competent with MS Office suite, paperless environment & Workflow experience

Key Responsibilities:

Customer Service

• Liaison with potential and existing clients, building positive relationships by giving accurate, appropriate information on policy covers, terms and conditions;
• Adhering to Service Level Agreements set by the company.

Portfolio Management

• Liaising with Brokers, Insurers and Suppliers;
• Processing quotes, new policies, renewals and endorsements;
• Accurate record keeping, continuous management of files, correspondence and diary.

Insurance Knowledge

• Studying various insurance products and proposals, and gathering and assessing background information;
• Keeping abreast of developments within the industry;
• Calculating possible risk using risk assessments, actuarial information, other statistics and own judgement;
• Determining correct competitive premiums and fees, and negotiating terms with Insurers and Brokers;
• Specifying conditions to be imposed on different types of policies;
• Keeping detailed records of policies underwritten, and decisions made.

Financial

• Manage credit control of client portfolios and institute growth of administration fees.

Salary commensurate with experience.

The employment package includes Provident Fund and a Medical Aid contribution.

Suitable candidates must send their CV to vacancies@intasure.co.za

Consider your application unsuccessful if you have not been contacted within 14 days of the advert.