The ideal candidate should be a leader by nature, comfortable filling a lead role and be able to resolve all problems which come their way.

An ability to deal well with people is essential. The position necessitates consulting with co-workers and outside parties and it is therefore crucial that that the candidate knows how to deal with others in a professional, effective and efficient manner.

BEHAVIOURAL DIMENSIONS

Complex problem-solving ability – identifying complex problems and reviewing related information to develop and evaluate options and implement solutions
Dependability – must be reliable, responsible and able to fulfil obligations
Integrity
Attention to detail
Initiative – a willingness to take on responsibilities and challenges
Self-control – must be able to maintain composure; ability to control emotions and anger even in difficult situations
Co-operation – maintain a balanced, good-natured attitude towards others
Stress tolerance – accepting criticism and dealing calmly and effectively with high stress situations
Achievement/effort – establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.

SKILLS

Judgement and decision making
Time management
Critical thinking – using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Speaking – talking to others to convey information effectively
Active learning – understanding the implications of new information for both current and future problem solving and decision making
Negotiations – bringing others together and trying to reconcile differences

KEY PERFORMANCE AREAS AND KNOWLEDGE

3 or 4 years law degree.
Preferably completed articles / recently admitted to practice as an attorney.
Experience in Insurance Law.
Supervise in-house liability claims.
Liaising between the company and external attorneys in respect of litigious matters.
Reviewing claims merit, where necessary.
Responding to ombudsman matters, where necessary.
Establishing a legal department.
Ability to work under pressure.
Good written and verbal communication skills.
The ability to work unsupervised and as part of a team.

REMUNERATION:

Annual CTC package inclusive of a performance-based bonus: Negotiable
Pension scheme and Group life insurance
To apply please email your CV to marc@cia.co.za

Having set the benchmark for innovative insurance solutions and exceptional service since 1999, we have maintained our market leadership through on-going research and development of new products, cover and benefits for residential, commercial and industrial property owners.

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

 

 

 

The ideal candidate should be a leader by nature, comfortable filling a lead role and be able to resolve all problems which come their way.

An ability to deal well with people is essential. The position as claims manager necessitates consulting with co-workers and outside parties and it is therefore crucial that that the candidate knows how to deal with others in a professional, effective and efficient manner.

BEHAVIOURAL DIMENSIONS

Complex problem-solving ability – identifying complex problems and reviewing related information to develop and evaluate options and implement solutions
Dependability – must be reliable, responsible and able to fulfil obligations
Integrity
Attention to detail
Initiative – a willingness to take on responsibilities and challenges
Self-control – must be able to maintain composure; ability to control emotions and anger even in difficult situations
Co-operation – maintain a balanced, good-natured attitude towards others
Stress tolerance – accepting criticism and dealing calmly and effectively with high stress situations
Achievement/effort – establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.

SKILLS

Judgement and decision making
Time management
Critical thinking – using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Speaking – talking to others to convey information effectively
Active learning – understanding the implications of new information for both current and future problem solving and decision making
Negotiations – bringing others together and trying to reconcile differences

KEY PERFORMANCE AREAS

Management and motivation of staff
Manage the investigation, evaluation and settlement of claims, applying technical knowledge and human relationship skills to effect fair and prompt finalisation of claims
Authorise payment and process claims within designated authority level
Manage the verification and analysis of data used in settling claims to ensure that claims are valid and settlements are made in accordance with company practices and procedures
Manage the examination of claims investigated by loss adjustors
Present cases and participate in discussions at claims committee meetings
Establishment and implementation of departmental policies, objectives, performance management and procedures; conferring with management and staff
Resolving conflicts and negotiating with others – handling complaints, settling disputes and resolving grievances and conflicts
Negotiating favourable terms and agreements with suppliers and service providers
Manage departmental service levels
Make recommendations to management regarding wordings, suppliers and service providers

KNOWLEDGE

Good communications skills, verbal and written
Knowledge of principles and processes for providing customer and personal services including needs assessment, meeting quality standards for services and evaluation of customer satisfaction.
Knowledge of administrative and clerical procedures and systems
Technical knowledge and interpretation of policy wordings
Knowledge of principles and procedures for personnel recruitment, selection and training
Computer literacy
Managing people’s expectations – staff, service providers and suppliers service levels
Managing resources – staff, consumables, electronics etc
Ability to learn from mistakes – keeping up with developments and legal training requirements
Monitoring and assessing performance of self and others to make improvements or take corrective action

CANDIDATE REQUIREMENTS

Matric
15 years’ experience in the short-term insurance industry
Short-term Insurance qualifications
RE 1
FAIS compliant

REMUNERATION

Annual CTC package inclusive of a performance-based bonus: Negotiable
Pension scheme and Group life insurance
To apply please email your CV to mailto:marc@cia.co.za

Having set the benchmark for innovative insurance solutions and exceptional service since 1999, we have maintained our market leadership through on-going research and development of new products, cover and benefits for residential, commercial and industrial property owners.

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

 

Short term Personal Lines Underwriter position available at a short term brokerage in the Milnerton area.

The minimum experience being 2 years and with the following minimum requirements:

Full Qualification/ NQF 4 (150 Credits) in short term insurance is essential minimum.
RE5 essential.
Computer Literate – proficient in Microsoft products and Outlook.

The candidate will be responsible for all relevant tasks related to client services (primarily personal lines but not limited to this) in a short term insurance practice:

• Issuing new policies.
• Renewals.
• Endorsements.
• New business quotations.
• Negotiating renewal terms and preparing documentation.
• Checking policies prior to sending to clients.
• Negotiate claims settlement.
• Telephonic client liaison and queries.

To apply, send your CV and salary expectation to insure@farelo.co.za

If you have not heard from us within a 2 week period, please deem your application unsuccessful.

Are you a driven individual with a proven track record in Sales? Do you have a passion for people and strong communication skills? FinGlobal in Hermanus is looking for a Financial Consultant to join the dynamic Sales team.

Click on the link for more info regarding role requirements & application process.

FINANCIAL ADVISERS

MTHATHA, ENGCOBO, BUTTERWORTH, IDUTYWA

In the recent Deloitte 2016 survey, Old Mutual (South Africa) has been ranked as Top Employer in South Africa in both the Financial Services and Insurance categories and was also placed fourth as a Top Employer in Africa. In addition to this, Old Mutual South Africa also achieved Best Employer status.

Our customers need and want personal financial planning, knowledgeable advice and a trusted brand, and this is what Old Mutual Personal Financial Advice has always offered.

OMPFA is looking for motivated and passionate people with the desire to work in the financial services industry. No prior industry experience is required, but it would be beneficial. Afford yourself one of the abovementioned golden opportunities by becoming part of our trusted brand and benefiting from our innovative solutions and recognised expertise.

Minimum requirements include:

• Grade 12 or NQF level 4 qualification
• English as a subject
• a valid driver’s licence
• own private mode of transport
• a clean credit and criminal record
• Mathematics with a minimum D symbol on standard grade and Accounting will be preferred.

OMPFA will assist you by providing infrastructure support, competitive remuneration, incentives and world-class administrative and system support. You will further be supported by a matrix management structure which will ensure that your advice is always backed by Old Mutual and that you adhere to all the FAIS requirements. Joining OMPFA will provide you with the opportunity to join or start your own General Practice or even become one of our Top Advisers.

To apply, please forward your CV with certified copies of ID, valid driver’s licence and Matric certificate via email, to nmkhwambi@oldmutual.com by no later than 23 September 2018.

Appointments will be made from the designated group in line with the Employment Equity Plan of OMSA and the specific business unit.

Old Mutual is a Licensed Financial Services Provider.

Location:                             Stellenbosch, Western Cape

Contract Type:                    Permanent

Job Level:                            Junior

Appointment Date:           1 September 2018 or as soon as possible

Remuneration:                   Market related

Purpose of the position:

To provide Administrative– and Financial assistance in supporting the Business Unit Manager and Sales Executives in their operations to be in line with the strategic learning objectives of the business school.

Key Responsibilities:

• Finance:
  • Budgeting:  Monitor income, expenditure and cash flow
  • Record incoming financial resources, processing of invoices and expense claims
  • Retrieve and elaboration of financial records
• Administration:
  • Act as the central point of contact for telephone, email and postal enquiries
  • Generate bulk registrations and oversee the whole client on-boarding process
  • Provide IT systems support to staff
  • Maintenance and operation of the IT network, website and systems
  • Meeting and event administration
  • Manage training calendar
  • Provide day-to-day administration for the office
  • Maintain and provide sales leads
  • Provide PA and secretarial support
  • Run regular updates and maintenance of Class of Business & Continuous Professional Development offerings and relevance to the market

Minimum Requirements:

• A Bachelor’s degree in Administration (or anything similar) – preference will be given to a post graduate qualification
• Three years’ experience in a general office environment
  Experience working in a higher education- or finance and insurance environment
• Knowledge of training in the Financial Services Sector
• Administering a Learner Management Systems
• Experience in administering of Sales

Required Personal and Technical skills:

• Highly Computer literate:  proficient with Word, Excel, PowerPoint, Outlook, internet and data entry
• Exceptional organisation, planning and administrative skills
• Self-motivated and showing initiative
• Written and well-spoken communication skills
• Ability to work in a team
• Multi-tasking and micro management skills
• Committed to deadlines and the promotion of equalities

Preference will be given to EE Candidates.

Closing date for applications:  Friday, 24 August 2018.

Only suitable applicants will be contacted.  Should you have not received a response by or on 31 August 2018 please consider your application unsuccessful.

BUSINESS TO BUSINESS (B2B) SALES EXECUTIVE

Location:                       Stellenbosch, Western Cape

Contract Type:              Permanent

Job Level:                      Professional

Appointment Date:     1 September 2018 or as soon as possible thereafter

Remuneration:             Market related

 

Purpose of the position:

• To identify corporate sales business opportunities by identifying prospects and evaluating their position in the industry
• Researching and analysing sales options
• Selling Class of Business and CPD product offerings by establishing contact and developing relationships with prospects
• Recommending solutions

Key Responsibilities:

• Deliver on all the national B2B activities
• Define budget, forecast and business plan
• Develop strong partnerships with top financial and insurance companies
• Collect and organise all feedback from the market in terms of competition, opportunities and trends
• Development of Sales and Customer service strategies, policies and procedures
• Produce sales reports
• Development and implementation of operating plans
• Ensure compliance with company policies, procedures and risk controls
• Achieve set sales and customer service targets in order to achieve service level standards
• Management of relationships and SLAs
• Ensure performance management is carried out correctly and regularly
•  Strive for continuous improvement in business processes, products and technology

Minimum Requirements:

• A Bachelor’s degree in Commerce or Arts (or similar) – preference will be given to a post graduate qualification
• 3 years’ Sales experience in an Academic/Insurance/Financial organisation
• A proven sales success record
• Higher Education experience
• Good technical knowledge in Education Entrepreneurship, Continuous Professional Development (CPD) in Finance and Insurance
• Good knowledge of the local market in education and training for financial and insurance brands
• FSCA Regulatory knowledge – Fit and Proper Board Notice 194
• Proof of RE1 (Advantageous) and RE5 (Essential)
• Able to travel extensively

Required Personal and Technical skills:

• High computer literacy:  proficient in Word, Excel, PowerPoint, Outlook, internet and data entry
• Innovative, creative and pro-active
• Good social and corporate network in SA
• Effective communication and Interpersonal skills
• Numeracy skills
• Passion for selling
• Competitiveness and Persuasiveness
• Results- and deadline driven
• Ability to show initiative in developing the role and to work with minimal supervision
• Emotional Intelligence

Preference will be given to EE Candidates.

Closing date for applications:  Friday, 24 August 2018.

Only suitable applicants will be contacted.  Should you have not received a response by or on 31 August 2018 please consider your application unsuccessful.

Underwriter/Personal Assistant – Westville

A reputable brokerage that specializes in short term insurance in the Westville area requires a driven individual to undertake the position of, Underwriter/PA this candidate will work directly under our director and one of our senior underwriters. The successful candidate must have excellent communication and problem solving skills.

Requirements:

• FAIS Compliant/Credits
• Proven experience in Commercial and Domestic Underwriting
• Industry Certification: RE5, advantageous/preferable
• Reliable Transport

Duties and Responsibilities:

• Policy administration
• Ensuring compliance is adhered to for all new business written
• Provide assistance within the underwriting department when necessary
• Serve the function of Personal Assistant to the senior underwriter – including but not limited to: ensuring all client queries are tended to/follow up on tasks and assist in maintaining diary
• Liaising with clients on a daily basis

The Ideal Candidate will have the following:

• Strong organizational abilities
• Excellent verbal & written communication
• The ability to multi-task
• Efficient time management ability
• Ability to work cohesively in a team

Salary: Negotiable – Candidate Dependent

If you do not hear from us within 1 week, please consider your application for this position unsuccessful.

Temporary services of an approved Category 1 Key Individual needed that complies with all the requirements as per Board Notice 194 of 2017.

The Key Individual position is for a 12J Venture Capital Company, that is only registered for shares (1.8).

Negotiable salary.

 

 

Old Mutual has been ranked the 2017 Top Employer in South Africa in both the Financial Services & Insurance categories. The Financial Adviser Graduate Position is an advice giving role to Old Mutual Customers. Based on the fact that only 6% of South African’s can retire comfortably, we have identified the need to expand our current team of advisers who focus on helping more South Africans achieve their Financial Goals. This is a unique opportunity to build comprehensive financial planning practices where motivation and personal drive are keys to success.

MINIMUM REQUIREMENTS

Grade 12 with Mathematics & English
National Diploma & Degree would be advantageous
Previous sales experience preferred
Computer Proficiency
Own car with valid Driver’s licence
If you wish to pursue a stimulating and challenging career with excellent growth, email your CV to: pfakznrecruitment@oldmutual.com