Compliance Manager

We require a qualified Key Individual to fulfil the role of internal Compliance Manager to ensure compliance of the FSP, including head office in Johannesburg, and branches in Cape Town and Durban.

The position is possibly part-time, but is to be negotiated, and will be task dependent.

Job Requirements

  • Qualified and registered as a Key Individual
  • Minimum 5 years experience in an Insurance Company or Underwriting Manager
  • Minimum 2 years experience as a Key Individual in an Insurance Company or Underwriting Manager
  • Excellent attention to detail
  • Good communication skills
  • Be able to work in a pressured environment
  • Be self-motivated and able to use initiative, able to work independently
  • Must be proficient in the MS Office suite

Duties and Responsibilities

  • Maintain compliance of the FSP and representatives
  • Liaising with our external Compliance Officer and providing necessary support
  • Feedback as required to management and the company board
  • Ensure up to date knowledge of the regulatory framework and transfer of relevant information to representatives

Underwriter – Umhlanga

JOB DESCRIPTION: Underwriter – Umhlanga

The ideal candidate’s key performance areas will be:

  • Quotations
  • Issuing of new business
  • Issuing of insurance certificates
  • Doing policy endorsements
  • Monthly renewals
  • Appointing risk surveyors
  • Preparing Participation Quotas
  • Liaison with brokers

Behavioural dimensions:

  • Deadline orientated
  • Strong admin skills
  • Good interpersonal skills
  • Assertive

Relationships:

  • Will report to the Branch Manager

Candidate Requirements:

  • Education: (not negotiable)
  • Matric
  • 5 years’ experience in the insurance industry and knowledge of underwriting processes
  • Being FAIS qualified will be a great advantage
  • Fluency in English and Afrikaans
  • Computer Literacy (MS Word, Outlook and Excel)

Remuneration:

  • Annual CTC package inclusive of a 13th cheque: Negotiable
  • Group life insurance

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

Independant Financial Advisor

If you are a successful advisor or broker and looking for a career opportunity with Constans – we offer the following:

  • Retain your independence, work from your home or own office
  • Team-up with fellow colleagues and keep growing your business whilst securing your succession planning
  • FSB licence
  • Compliance through Moonstone, one of the largest providers of compliance services
  • Extensive contracts with all Major Financial Service Providers.
  • Succession Planning
  • Astute
  • Atwork – Financial Needs Analysis programme
  • Commission Administration
  • Branding
  • PI Cover
  • Free E-Mail
  • Management support

Contact Dup Venter – info@constans.co.za for more information

Administration Assistant

The ideal candidate’s key performance areas will be:

  • Quotations – Investment and Life products
  • Administration and processes of Issuing new business
  • Liaise with Advisor
  • Liaise with clients
  • General office administration

Behavioral dimensions:

  • Deadline orientated
  • Strong admin skills
  • Good interpersonal skills
  • Assertive
  • Personal time Management

Relationships:

  • Will report to the Office Manager
  • Candidate Requirements:

Education: (not negotiable)

  • Matric – minimum requirement and at least 2 years’ practical experience in the        insurance/investment industry and knowledge of Investment and Life  processes    Independent broker back office experience will be an advantage to the applicant
  • Fluency in English and Afrikaans
  • Computer Literacy (MS Word, Outlook and Excel)
  • Being FAIS qualified will be a great advantage

Remuneration:

  • Annual CTC package: Negotiable
  • Group life insurance

There will be a requirement from the selected applicants to do a practical/ psychometric assessment and is required to be of Good Health.

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

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

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

• Build brand awareness

• Drive product communication / Awareness

• Provide management information

• Technical training of and on-going product support to brokers

• Keep 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

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 JUNIOR COMMERCIAL LINES ADMINISTRATOR – NORTHERN SUBURBS

NORTHERN SUBURBS BROKER REQUIRES THE SERVICES OF A SHORT TERM JUNIOR COMMERCIAL LINES ADMINISTRATOR

Job duties
* Attend to processing of renewals, new business & amendments
* Communicating with clients
* Claims registering
* Claims assessors appointment and handling
* Admin functions including input into Broker computer systems
* Report to internal Manager/K.R.

 Skills/Attitude
* Planning and organising
* Works well in a team and independently
* Copes well under pressure
* Pleasant written & communication manner
* Good self management
* Self motivated

Requirements
* Progress to FAIS full qualification including RE exams

Salary
* Market related
Please submit CV to:  tygerprop@gmail.com

 

Administrative Clerk: Training

Job Purpose

The Administrative Clerk is responsible for providing administrative and customer related interactive services in order to ensure effective and efficient administrative operations.

Job Specification

  • Verifying of qualifications / credits (FSB, INSETA & SAQA site)
  • Analysing / mapping of credits
  • Process application forms – arrange for learning material to be sent
  • Open client spreadsheet with personal information
  • Follow up on payments
  • Invoicing
  • Arrange examination dates
  • Printing and sending of exam papers
  • Provide feedback on results
  • Arrange INSETA verification (application, NLRD forms)
  • Prepare files for INSETA verification
  • Upload of credits on INSETA data basis and NRLD
  • Sending out statements
  • Upload on database MBSE
  • General client correspondence, notifications and queries

Skills

Reporting Skills, Time Management, Client Relationships, Organisation, Interpersonal Skills and must be able to function independently

Minimum Requirements

  • Knowledge of Excel, Word, Outlook and Pastel (recommendation)
  • Good command of written and spoken English and Afrikaans
  • Strong administrative skills, accuracy and attention to detail
  • Must be able to work under pressure
  • Be able to maintain customer punctuality
  • Must have a positive outlook, be presentable and self-motivated

Personal Attributes

  • be honest and trustworthy
  • be respectful
  • possess cultural awareness and sensitivity
  • be flexible
  • demonstrate sound work ethics

FINANCIAL CLERK

RESPONSIBILITIES

  • Ensuring that all payment due from debtors accounts are collected on time and in a professional manner
  • Reconciling customer accounts as well as reconciliations between registration system, bank statements and Pastel.
  • Preparing regular and ad hoc reports
  • Bank Reconciliations
  • Supplier Capturing and Reconciliations
  • Customer record creation
  • Invoicing
  • Assisting with administration of debit orders
  • Issuing receipts and statements
  • Dealing with customer account related enquiries

 

REQUIREMENTS

  • Irreproachable honesty and reliability
  • Excellent numerical and accuracy skills
  • Book keeping skills
  • Computer literacy – must be able to effectively use a variety of desk top and online applications
  • Client service orientation, with a pleasant and efficient telephone manner
  • Well spoken with an ability to communicate verbally and in witting. English is essential, one or more other languages (Afrikaans, Xhosa) a strong advantage
  • Attention to detail is essential
  • Ability to work under pressure and to take personal responsibility for results
  • Able to work as part of a team in an open plan informal environment

QUALIFICATIONS AND EXPERIENCE

  • A ‘matric’ qualification including mathematics at grade C or better is essential
  • A bookkeeping or basic level accounting qualification is essential
  • Computer literacy qualification is an advantage( must know Pastel); the ability to use word processing and spreadsheet applications, as well as familiarity with the Internet are essential
  • Previous work experience in a similar role is an advantage
  • On the job training will be provided, with additional formal training as necessary

 

The successful candidate must be able to conduct him/herself in a professional manner.

Kindly forward your CV by close of business on Tuesday, 21 July 2015 to astrid@moonstoneinfo.com.

Personal Lines Underwriter

Personal Lines Underwriter with necessary experience and credits needed for Shortterm Insurance Brokers in Pretoria East

Experience required:

  • Minimum Regulatory Exams passed
  • FAIS compliance essential
  • Minimum of 3 years working experience in the shortterm insurance business
  • Proficiency in MS Office.

Personal attributes:

  • Self-motivated
  • Ability to work independently
  • Initiative
  • Ability to meet deadlines
  • Excellent communication skills – both verbally and in writing
  • Goal orientated
  • Time management skills
  • Attention to detail
  • Professional at all times
  • Work within a team

Office hours:

  • 08:00 – 16:30