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

 

  1. Hosting of different types of Exams within a secured environment.
  2. 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

 

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.

Broker Consultants

Broker Consultants required in all provinces. (To work from home base)

Main Tasks & Responsibilities:

  • Source, develop and maintain Broker relationships
  • Train Brokers on the Company’s products
  • Secure new business from Brokers in line with Company’s minimum targets
  • Follow up and close new Broker leads provided by the Company

Education and Experience:

  • Minimum 2 years in short term Insurance and 1 year as a Broker Consultant
  • Matric
  • Completion of RE exams
  • Fully FAIS compliant (120 credits)
  • Computer literate
  • Proficient in English and Afrikaans

Key Competencies:

  • Good planning and strategizing
  • Resilience and tenacity
  • Good negotiation and people skills
  • Target driven
  • Able to work independently and submit weekly progress reports

Candidates with existing Broker relationships will have a definite advantage. Own reliable transport, cellphone and internet connectivity essential. Performance related remuneration to be negotiated. Please send a brief CV together with a contact phone number and last salary earned to: rob@vapsinsurance.co.za

Applications close on 7 April 2016. If you haven’t heard from us within 7 days of sending your CV, please consider your application as unsuccessful.

Financial Advisors/ Planners

Infinite Wealth together with Old Mutual are looking for passionate and target-driven Financial Advisors/Planners – email us, enquiries@infinitewealth.co.za
What can the successful Advisor/Planner expect?
• With Infinite Wealth your rewards are ample – both in terms of earnings – structured commission only including career satisfaction.
• Infinite Wealth will provide training with continuous products updates
• Infinite Wealth together with Old Mutual will provide innovative solutions to your clients
• Infinite Wealth will provide all administration functions including providing leads and scheduling appointments
• Infinite Wealth will provide you with business cards and office space
• Field specialists working for Old Mutual are there to support you with Legal & Compliance; Investment & Risk; Wills & Trusts; Medical, Corporate etc…
• At Infinite Wealth working hours are structured around your time
• You are the master of your own career path
• Infinite Wealth will recognise, reward and celebrate excellence
What will the Advisor/Planner do?
• Conducts detailed financial needs analysis and provides professional advice
• Create and protects the financial security and wealth of others
• Prospect for new business in the retail affluent markets
• Assists people to achieve their financial dreams and maintain client portfolios
• Ensure targets are met and exceeded, Create and cultivate relationships with others
Infinite Wealth seeks candidates who are:
• Dynamic, Excellent communicators, with the ability to engage face to face with clients
• Driven with entrepreneurial skills and self motivated
• Interested in insurance and investments
• Sales and customer service orientated
• A track record of success
Minimum requirements:
• Tertiary qualification- 120 credits in Financial sector
• RE1 – RE5 will be beneficial
• 1 – 2 years experience as an Advisor with proof of earnings
• Reliable vehicle with Valid driver’s license
• Clear credit rating – No criminal record
• Own Laptop and cell phone
Interested? email us – enquiries@infinitewealth.co.za

Independent Broker Consultant

Description

IFAnet Independent Broker Consultant

Responsibilities

  • Creating sales and marketing campaigns for a portfolio of existing Brokers and prospective new Brokers.
  • Supporting Brokers with change management on industry trends.
  • Supporting Brokers with complying with legislative competence requirements.
  • Ensure that the pre-determined monthly sales targets are met.
  • Up-selling and cross –selling products to existing Brokers.
  • Relationship and post sales management on Broker accounts.
  • Conducting competitor and market analysis for Broker portfolio.

Position Requirements

  • Grade 12 or equivalent.
  • RFP2 equivalent, or 3 year’s appropriate and relevant successful experience.
  • Own Transport and valid driver’s license.
  • Successful track record in the “Broker Services” sector of the Life Insurance Industry.
  • Excellent communication skills.
  • Methodical and able to prioritise responsibilities.
  • This position requires traveling.
  • Enjoy a risk and reward environment.
  • Excellent soft skills a necessity.

Salary

A very competitive commission based structure.

If you do not meet the requirements please do not apply. Interested candidates should forward detailed Curriculum Vitae to NatalieS@ifanet.co.za. Please note that candidates who are not contacted within 7 days after the closing date must deem their applications as unsuccessful. Transport costs for interviews will not be paid.

Closing Date: Thursday, 31st March 2016