Join Our Dynamic Team as a Key Individual with a Category 2 License (Bonds, Shares and Crypto).

Are you a driven and experienced financial professional with a Category 2 License specializing in bonds, shares and crypto? Do you have a passion for guiding investment strategies and ensuring compliance within a fast-paced environment? If so, we invite you to be part of our innovative and growing team.

Key Responsibilities:

• Oversee and manage investment portfolios, ensuring compliance with regulatory requirements.
• Develop and implement effective investment strategies focusing on bonds and shares.
• Conduct thorough market analysis to identify investment opportunities.
• Provide leadership and guidance to a team of financial advisors.
• Ensure all client interactions and transactions meet the highest standards of ethical conduct.
• Maintain up-to-date knowledge of industry trends and regulatory changes.

Requirements:

• Valid Category 2 License with demonstrable expertise in bonds, shares and crypto.
• Proven experience in a similar role within the financial services industry.
• Strong understanding of investment strategies and market analysis.
• Excellent leadership and communication skills.
• High level of integrity and commitment to ethical standards.
• Ability to thrive in a fast-paced and dynamic environment.

What We Offer:

• Competitive salary and performance-based incentives.
• Comprehensive benefits package.
• Opportunities for professional development and career growth.
• A supportive and collaborative work environment.
• The chance to work with a team of dedicated and passionate professionals.

How to Apply:

If you meet the above requirements and are ready to take your career to the next level, we would love to hear from you. Please send your resume and a cover letter detailing your experience and why you are the perfect fit for this role. Click on the button below to apply.

Vacancy Details

Supertech Financial Services is a short term insurance provider. We are searching for a Commercial Underwriter to join our dynamic team.

Candidates applying for the position must be able to provide accurate and detailed underwriting of commercial insurance applications, assess risk factors and determine appropriate coverage and pricing, provide expert advice to clients to help them understand their insurance needs and ensure customer satisfaction by promptly addressing enquiries and resolving problems.

Requirements

Minimum requirements are a proven industry experience.

Excellent communication and strong administrative skills

RE5 qualification

Industry quoting software experience

Vacancy Details

A highly competent full time Commercial and Personal Lines Claims Administrator is required by a well-established short term insurance brokerage based in Newlands, Cape Town to start immediately.

Requirements

A minimum of 10 years’ experience is essential in dealing with all the short-term insurers.

Computer literacy and competency in the use of Excel and an excellent command of the English language, both verbal and written is necessary.

Accuracy, attention to detail, the ability to think laterally, and interpersonal skills will be required to succeed with this application.

NQF Level 4 qualifications are a prerequisite, or alternatively extensive experience in the industry.

A negotiable salary is offered to the successful candidate. Own transport is essential due to the location .

Please submit your CV to intellibrokers@worldonline.co.za 

If you have not received a response within 2 weeks, please regard your application as unsuccessful.

WHO WE ARE?

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper.

Santam Operations, Commercial Contact Centre have career opportunities available for Insurance Consultants based in Cape Town, Bellville. The insurance consultant role is focused on providing an end-to-end service and support to brokers.

This role is focused on, but not limited to; servicing broker requests, including enquiries.

• Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services;

• Dealing with general insurance and policy specific enquiries;

• Dealing with issuance of new policies/ policy maintenance/ renewal / agri aspects of policies;

• Assisting to resolve all insurance queries within required timeframe and compliance requirements;

• Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;

• Undertaking to adjust premiums in line with new asset values; • Managing client expectation on expected turnaround times for submitted requests;

• Adhering to underwriting criteria and regional requirements;

• Assist with profiling the client with the best suitable product and underwriting criteria;

• Advising brokers to ensure that we meet with clients’ needs in terms of the correct cover and product;

• Assisting in implementing solutions for improvement; and

• Standing in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required.

QUALIFICATIONS AND EXPERIENCE

• Matric/ Grade 12

• 60 commercial lines FAIS credits

• A relevant insurance related qualification (e.g. NQF lev 4) would be advantageous

• Proven work experience in commercial, agriculture policy administration and underwriting within the short-term insurance industry

• Minimum of 3 years’ experience in short term insurance commercial lines and/or Agri assets

KNOWLEDGE AND SKILLS

• Excellent verbal and written communication skills

• Excellent interpersonal skills, collaborating with internal colleagues and external stakeholders/clients

• Ensure adherence to quality, compliance and accreditation standards

• Conduct efficient administration

• Optimising work processes

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group’s Employment Equity plan and targets will be considered as part of the selection process.

Build a Successful Career with Us!!

Empower your growth, enjoy flexibility, maximize your earnings, and thrive with a supportive, entrepreneurial environment.

We offer numerous growth and development opportunities within our diverse business units. Join us to build strong, lasting relationships and realize your potential.

Key Responsibilities:

• Provide professional financial advice and planning to new clients.
•  Procure and maintain high-quality, sustainable business.
• Build long-term client relationships, fostering loyalty to the

Morebo brand.

Operate in a compliant and ethical manner to enhance the Morebo Group’s reputation.

• Grow the Morebo Adviser Business
• Commit to marketing plans and targets to grow the business.
• Understand market segmentation and customer profiles to support sales.
• Focus on revenue generation and activity quotas.
• Conduct thorough fact-finding and financial needs analyses for clients.
• Provide sound financial planning advice and present solutions professionally.
• Ensure all interactions are compliant and aligned with Treating Customers Fairly principles
• Networking and Lead Generation:
• Engage in face-to-face interactions and leverage social and business networks to create opportunities.
• Convert trusted relationships into business prospects.
• Use various channels to establish opportunities across Morebo businesses.

Client Service:

• Maintain ethical, courteous, and professional client interactions.
• Provide excellent, value-added service to retain clients.
• Continuously update your knowledge and skills to serve clients effectively.
• Monitoring and Reporting:
• Document and report on client interactions, business issued, and revenue against targets.
• Keep client records updated and manage workflows efficiently.

Qualifications and Experience:

Matric
Bachelor’s degree in finance or related field will be advantageous
RE 5
Minimum of 2 to 3 years of experience as a Financial Advisor
Proven track record of meeting and exceeding sales targets.
Strong knowledge of financial planning, investment products, and market trends.

Personal Attributes:

Effective communication

Tech-savvy

Action-oriented

Interpersonal savvy

Persuasive

Mandatory:

Clear criminal and ITC records.

Own vehicle

Valid driver’s license

Laptop and mobile phone

Vacancy Details

A bright, highly capable, organised, hardworking and adept full time Broker Support Administrator is required by a professional short term insurance brokerage based in Newlands, Cape Town.

Requirements

A minimum of 10 years recent experience as a short-term insurance broker in a small office with the ability to multi-task.

Extensive knowledge in at least two of the following three areas:

• Commercial insurance
• Personal insurance
• Claims management

Computer literacy and competency in the use of Excel is essential, as is an excellent command of the English language, both verbal and written.

Accuracy, attention to detail, the ability to think laterally, and interpersonal skills will be required to succeed with this application.

Qualifications above NQF Level 5 are a prerequisite, or alternatively extensive experience in the industry as a short-term insurance broker.

A highly negotiable salary is offered to the successful candidate. Own transport is essential due to the location of the office.  This is not a position entailing remote work.

 

Please submit your CV together with a short letter of application to intellibrokers@worldonline.co.za

If you have not received a response within 2 weeks, please regard your application as unsuccessful.

The ideal candidate should be an experienced, assertive individual with strong administration abilities and good interpersonal skills.

Requirements:

• Matric;
• Minimum 10 years’ experience in Commercial and Personal claims;
• Must be FAIS qualified in both commercial and personal lines;
• Must have already successfully completed the necessary Regulatory Exams.

Responsibilities and duties will include but are not limited to:

• Personal and Commercial Claims
• Appointing of Assessors
• Managing effective diary system
• Authorizing repairs/replacements
• Liaising with clients/relevant service providers
• Candidate must be able to communicate effectively via telephone, manage daily claims environment pressure and meet strict deadlines
• Own transport preferable

Please submit CV to greg@cookefuller.co.za

Applicants that do not receive a response within 14 days of submitting their application can consider their Application as unsuccessful.

Duties & Responsibilities

1. Analyze and assess clients’ financial situations, goals, and risk tolerance to develop personalized financial strategies.
2. Get to know your clients on a personal level, understanding the client’s personal situation and needs, financial goals and future life plans.
3. Create a unique Financial Plan to help our clients in areas that cover investments, insurance and retirement planning, thus creating wealth and financial peace-of-mind
4. Provide comprehensive financial planning and investment advice to clients.
5. Build and maintain strong client relationships through effective communication and trust-building.
6. Stay abreast of market trends, economic developments, and financial products to provide informed and strategic advice.
7. Collaborate with internal teams to deliver a seamless and exceptional client experience.

Desired Experience & Qualification

1. Matric
2. Bachelor’s Degree in Finance or related field will be advantageous
3. RE 5
4. Minimum of 2 to 3 years of experience as a Financial Advisor
5. Proven track record of meeting and exceeding sales targets.
6. Strong knowledge of financial planning, investment products, and market trends.
7. Excellent interpersonal and communication skills.

MANDATORY

• Clear criminal and ITC records.
• Own vehicle
• Valid driver’s license
• Laptop and mobile phone

Value Proposition by Morebo

We’re here to empower you in achieving your career aspirations and realizing your dreams. Through top-notch training and unwavering support, we’re dedicated to nurturing your growth and helping you unlock your full potential. Our core values drive everything we do, placing our customers and employees at the forefront. Diversity and inclusion are not just buzzwords for us; they’re integral to our vision for a brighter future across all our business clusters.

Non BEE/ AA Position

• Centralized Admin Hub’s assistance
• Secure Business IT Systems (Elite Wealth / VOX Telephone and Network)
• Office Environment (Desk, chair, telephone, printing, internet)
• Marketing and Branding
• Training, Support & Mentorship
• Practice building and skills development

If you have not received a response from us by 17 June 2024, your application has most likely been unsuccessful.

Join the MUA Team as Head of Commercial – Non-Life Insurance

Are you ready to lead and innovate in the dynamic world of non-life insurance? MUA Insurance Acceptances is seeking a driven and strategic Head of Commercial to spearhead sales growth, product development, and operational excellence.

Key Responsibilities:

Business Development: Drive the development of tailored insurance products and communicate their value to brokers. Identify and pursue new sales opportunities, expanding our client base while staying ahead of market trends.
Sales Leadership: Develop strategic sales plans, build a motivated sales team, and foster key broker relationships to secure new business and ensure profitability.
Product Design and Development: Oversee the creation of innovative insurance products, collaborating with teams to launch enhancements that meet evolving customer needs.
Operational Organization: Streamline workflows, implement best practices, and ensure seamless operations across the commercial division.

Qualifications and Experience:

• Bachelor’s degree in Business Administration, Marketing, or related field (MBA preferred).
• Proven success in commercial leadership roles within non-life insurance, i.e. a minimum of ten (10) years’ experience.
• Strong interpersonal and sales skills with a deep understanding of insurance products.
• Exceptional leadership abilities, strategic thinking, and communication skills.
  Additional Requirements:
• FSCA registration as a representative and key individual for non-life Personal and Commercial lines (DOFA to confirm same).
• Experience with insurance software and willingness to travel.

Why Join Us:

This is an exciting opportunity to shape the future of our non-life insurance business. You’ll lead a talented team, drive strategic growth initiatives, and make a significant impact on our success.

Apply Now: Join us and take your career to the next level in insurance leadership. Together, let’s innovate and excel in the commercial insurance landscape.

This position will be based in Johannesburg.

If you are interested in applying, please submit your latest CV, copies of full qualification documents and DOFA document to: careers@mua.co.za

Are you an experienced sales professional ready to embark on an exciting journey in the realm of the Insurance Industry? We’re actively seeking motivated and results-driven individuals to join our team as a Broker/Underwriter. In this dynamic role, you’ll be proactively seeking and connecting with potential customers. If you have a passion for sales and thrive in a fast-paced environment, we want you on our team!

As an experienced Broker/Underwriter, your mission and responsibilities are to:

• Procure new business and retain existing clients: Utilize your expertise to uncover new opportunities and create fresh leads to support our product lines and business units.
• Initiate Outbound Calls: Fearless and persuasive, you’ll make proactive calls to introduce potential customers to our products and services, converting interest into sales.
• Build and Nurture strong Client Relationships: Every interaction is a chance to create strong and lasting connections. Delivering exceptional customer service is your mantra, ensuring customers are not just satisfied but delighted with our offerings. Interact with the Employer’s client’s customers ad deal with client’s enquiries.
• CRM Maintenance: Keep our CRM system up to date by effectively using the software for every customer interaction, an essential tool in fine-tuning our sales strategies and generating new business. Increase policy value and coverage by upselling and advising clients using the CRM software and remain self-skilled with all software.
• Exceed Pipeline & Collections Targets: Your primary goal is to surpass sales targets, both in building a robust sales pipeline and in achieving collections, significantly contributing to our success.
• Stay Ahead of the Game: Keep a watchful eye on industry competitors, emerging products, and market conditions to stay a step ahead and tailor our offerings to meet customers’ specific needs.
• Weekly Reporting: Regularly update your line manager with insights and sales progress. Your reports are the foundation of our sales strategy optimization.
• Assist with obtaining quotes from insurers, execute endorsements, cancellations, anniversaries, and all other related admin functions.
• Meet all fiduciary duties and compliance as determined by the FSB, Short Term Insurance Act and any other legislative act affecting a Financial Service Provider including FICA.
• Facilitate and assist with compliance audits and inspections.
• Client Procurement: Maintain existing business by quoting, upselling, maintaining social media platforms, co-ordinate marketing functions, attending social functions to network, assist with mail campaigns, on site visits and to focus on Hospitality sectors.
• Administration and Underwriting: Ensure all information is accurate on all forms and files with the most important criteria being the necessary cover required in place on the closings, circulate complete closings/proposal forms to Insurance companies with full disclosures, FAIS documentation and written record of advice given, claims history and underwriting, letters of introduction and service level agreements with complete transparency with regard to fees and commissions earned, accurate policy schedules to comply with Insurer and client requirements, disclosure of any fraud instances and report any problems with clients, reporting of all claims lodged and provide Front of House duties when required.
• Client Service: Maintain a high level of knowledge on all products vended, develop good relationships, and maintain a high level of personal interaction.
• Reporting: Provide monthly reports, check monthly debit order run is accurate, investigate reasons for cancellations and informing the CEO thereof and to circulate loss ratio reports by 7th of the month

Qualifications & Skills

• Educational Foundation: Matric with Maths
• Sales Experience: Your prior sales experience is invaluable and a non-negotiable requirement for this role.
• Dedication to Exceptional Customer Service: Your ultimate goal is customer satisfaction. Your commitment to going the extra mile sets you apart.
• Exceptional Communication Skills: Both written and verbal, your ability to communicate effectively is essential to build rapport and drive sales.
• Superior Interpersonal Skills: An innate charm and ability to connect with clients is paramount to success in this role
• Thriving in a Fast-Paced Environment: The thrill of a high-speed environment is your playground, and you thrive under pressure.

Remuneration

Your dedication and performance will be recognized with an above-average basic salary. The opportunity for earning more through a competitive commission structure awaits you.

Dive into the adventure of being our Broker/underwriter. If you’re eager to seize this exciting opportunity, apply now, and become an essential part of our success story!

We are an equal opportunity employer. We embrace diversity and encourage applications from candidates with various backgrounds and experiences.

Deadline for Applications: 30h May 2024

Interested candidates are invited to submit their CV and a cover letter detailing their relevant experience to mandy@grib.co.za by 30 May 2024.