Are you qualified with min 3 years experience? We are Cape Town based and expanding our footprint. We need a motivated Financial Advisor and/or Medical Aid Advisor to grow with us. Management positions will become available for the right person.
Claims Administrator with Commercial Underwriting Experience
Established brokerage in the Southern Suburbs in Cape Town requires a competent and FAIS accredited short term Claims Administrator effective as soon as possible. This role requires a strong Consultant who can provide stakeholders (Clients & Account Executives) with effective and efficient claims services according to the procedures and required standards in support of the business strategy.
Qualification:
Matric or equivalent / Relevant post matric qualification an advantage RE 5
FAIS compliant
Computer literate
TIAL – advantageous
Excellent communication skills (verbal & written)
3-5 years Claims experience (Personal Lines and Commercial)2 years Commercial Lines Underwriting knowledge will be an advantage.
Skills & Experience:
Essential experience in Commercial and Personal lines
Demonstrable experience in building and maintaining relationships with internal (e.g. Account Executives) and external (e.g. Clients) stakeholders
Achieving and exceeding set targets
Highly organized individual with attention to detail
Job Description:The successful incumbent will be responsible for:
General enquiries
Administering client data and claims
Application of policy terms and conditions
Recoveries
Contributing towards continuous improvement in own and team performance
Adhering to company mandates
Participating and contributing to ad hoc projects
Reporting any suspected fraud, misrepresentation and/or dishonesty
Keeping accurate records of own activities
Appointing of Assessors / Suppliers
Facilitation of full claims function from first notification of loss including but not limited to registering of claims, liaising with insurers, facilitating all documentation, engaging with the client at each step of the claims process
Financial Planner
Be a part of a vibrant, passionate client interfacing company. Our aim is to find a skilled, determined and committed financial planner, who is able to maintain and develop the relationship with existing clients as well as evolve and enhance their financial plans as their circumstances change. Help us empower our clients to retire successfully.
Minimum requirements:
Qualifications
· Matric
· Applicable tertiary qualification (as per Fit and Proper requirements) – financial planning degree/Post Graduate Diploma in Financial Planning preferable
· CFP® status
Experience
· Computer Literacy: Microsoft Word, Excel and Outlook
· Experience in using financial planning software
· Minimum 5 years financial planning experience
Job specification
· Salaried position, with incentive option (not commission earning)
· Provide technically competent advice to clients within the existing client base
· Develop, maintain and effectively manage the relationship between the client and the practice
· Write financial plans and implement recommendations
· Competent in financial planning
· 20% risk and 80% investment planning
· Focus is on the client relationship and not purely selling products
Remuneration
The successful candidate will earn a salary, not commission.
Please apply via our company website: http://charteredwealth.co.za/join-team/
We will only correspond with short listed candidates. Should you not hear from us within ten working days, please consider your application unsuccessful.
Broker Consultant
The ideal candidate must be able to:
Develop and maintain good relationships with new and existing brokers through visits and feedback at agreed intervals to ensure high service levels
* Establish the broker’s needs and ensure that these needs are met as far as possible and that all problems are resolved timeously
* Reporting
* Manage and mentor staff
* Build brand awareness
* Drive product communication / Awareness
* Provide management information
* Technical training of and on-going product support to brokers
* Keeping up-to-date with competitor product and service offering and industry developments
Candidate Requirements:
Education: (not negotiable)
Matric
5-10 years working experience in the insurance industry and knowledge of underwriting processes
3 years Broker Consulting experience will be advantageous
Short-term Insurance qualifications
RE 1
FAIS compliant
Fluency in English and Afrikaans
Computer Literacy (MS Word, Outlook and Excel)
Competencies:
Strong business acumen
People management skills
Strong financial acumen
Strategic thinking
Planning & organizing skills
Executive disposition
Good organizational skills
Leadership skills
Strong time management skills
Other:
Own reliable and insured transport and driver’s license
Remuneration:
Annual CTC package inclusive of a 13th cheque: Negotiable
Travel allowance (GPS electronic log book provided)
Use of company cell phone for business calls
Reimbursement of petrol expenses
Pension scheme and Group life insurance
CIA is an award winning underwriting management company specialising in building insurance.
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
Commercial Short Term Underwriter
About The Position
Candidate with minimum 3-5 years Short Term Commercial Underwriting experience within a Broker environment, required to start asap.
Minimum requirements:
- Matric
- Relevant Insurance related qualification – FAIS & RE required
- 3-5 years experience in short term broker environment
- Commercial Underwriting experience essential
- Computer literate.
- Flexibroker and Santam system knowledge advantageous, but not essential.
Responsibilities:
- Adhere to underwriting process and turnaround times to ensure clients are correctly covered and comply to FAIS requirements
- Provide assistance to Account Executives to enable them to render excellent service
- Process new business applications and renewals
- Prepare market exercises
- Monitor outstanding premiums
- Customer service
- Meet with top clients
If you are a South African citizen and your CV meets the above requirements, please respond via email to
If you have not heard from us within a two week period, please deem your application as unsuccessful.
Head of Human Resources and Recruitment
My client is seeking an individual with drive and dedication to head their HR Department and take the Wealth Management Group to the next level. This individual must have at least 5 years’ experience within a Human Resources department of which 2 are at management or head level.
Experience within the Financial Services Industry is most preferable together with a suitable HR related qualification. Experience in recruitment and remuneration structuring will be an added advantage.
This is a department head level position requiring an employee with willingness and ability to contribute significantly at MANCO level, be a team player, show attention to detail, have strong administrative acumen and be able to see the big picture.
Remuneration is in line with market standards and dependant on experience and qualifications. Details of the company seeking to fill position will be provided to eligible candidates.
Closing date for applications is 31 March 2016.
INVIGILATOR ADMINISTRATOR (½ day position)
We have a half day position (08h00 until 13h00) available, twice a week only, at our Examination Centre in Pretoria.
The main purpose of the position is the hosting of different types of Exams within a secured environment according to the Rules and Regulations as stipulated by the FSB/MBSE (Financial Services Board/Moonstone Business School of Excellence).
Main Responsibilities
- Hosting of different types of Exams within a secured environment.
- Providing support to the examination process i.t.o. efficient administration of examinations (printing/scanning), including the preparation of candidate entry, candidate invigilation, the distribution of examination materials, and the collection of the examinations).
Requirements
- Matric and/or Relevant Tertiary qualification (Experience of working or studying in higher education environment desirable)
- 5-8 years’ experience in office administration
- Knowledge and experience of relevant software applications – Intermediate experience in Microsoft Office Suite, Windows applications, Internet and e-mail.
- Fully Bilingual (Afrikaans & English) – Proficient in spelling, punctuation, grammar and other English/-Afrikaans language skills.
- Ability to organize, prioritize and manage workload in order to meet deadlines.
- Ability to be methodical, detail-oriented and maintain a high level of accuracy.
- Ability to communicate effectively both orally and in writing.
- Ability to establish and maintain co-operative and positive working relationships with management and team members.
- Ability to take ownership of all administration procedures and identify areas of improvement.
- Ability to work under pressure.
- Ability to demonstrate excellent interpersonal skills with high focus on client service
- Ability to demonstrate excellent time management skills.
The successful candidate must be able to conduct him/herself in a professional manner at all times. Must have the ability to interact with clients and communicate effectively as well as be reliable and trustworthy.
The Company’s approved Employment Equity plan and targets will be considered as part of the recruitment process.
Administrator
Growing short-term insurance brokerage at Century City, Cape Town, is looking for a team player to assist us with the following:
Processing of amendments and renewals
Obtaining of quotes
Assisting with general client enquiries
Assisting claims manager if required
The ideal candidate must be professional, dynamic, friendly and a team player. Previous experience in domestic short-term insurance is necessary. Additional commercial experience is of advantage. RE exams are not a requirement but welcome.
Please send CV to info@swissfin.co.za
Short Term Administrative Underwriter
JBM Brokers with offices in Sinoville, Pretoria is looking for a “Short term Administrative person.
Candidate must have a RE qualification
Knowledge of underwriting
3 – 7 years’ experience in personal and commercial lines.
Send your CV to: carin@jbmbrokers.co.za
Administrator
A small but dynamic well-established Investment Management firm is seeking for an administrator.
This person will be organising and operating the administration functions, such as:
· Execution of Investment instructions
· Collating client and investment reports
· Communicating with clients
· Liaising with financial institutions
· All other back office functions
The ideal candidate should be:
· Commercially minded
· Have some experience in this field
· English speaking (first language)
· Presentable
· Have excellent communication skills
· Well groomed
· Career orientated
· Have a positive attitude towards her work
· extremely proficient in Microsoft Office
· a University degree will be considered an advantage
Expected salary R15k to R18k depending on experience. Apply now.