The position for a Claims Administrator has become available at MUA, Cape Town. MUA is looking for a high energy dynamic individual with a strong claims background in both home and motor insurance. The successful applicant will assist the Claims non-motor Buildings team.

Main Purpose:

• To ensure that all documentation for new claims is completed and captured on the system.
• To process, negotiate and finalise all claims falling within the ambit of this position.

Main Job Functions:

• Registration of new claims.
• Intricate knowledge of claim process and claim validation.
• Appoint Loss Adjuster/ Investigator if and when necessary.
• Make critical claims technical decisions in line with MUA’s products and procedures and within the set timeframes (company turnaround times).
• Update claims and estimates on the system.
• Manage a diary of the workflow and deadlines for information and service.
• Make payments as required.
• Maintain a good relationship of co-operation, feedback and service to Brokers and Service Providers. This includes telephonic and written queries, and correspondence.
• Provide reports to management as required.

Competencies (Key Requirements):

The suitable incumbent must have the following competencies:

• Registered as a representative with the FSCA within the last 5 years for Short Term Personal and / or Commercial lines – intermediary services.
• The incumbent has 3 to 5 years claims experience together with good administration skills and the ability to look at all aspects of the job, regardless how detailed.
• Ability to be a team player that can actively encourage open and frank communication in a team environment. Encourages a climate of teamwork through their actions; and is committed to team goals rather than personal goals.
• Positive and willing attitude as well as a service culture
• Susceptible to change.
• Ability to prioritise own workload.
• Ability to remain calm and productive under pressure as this can be a fast-paced job.
• Methodical / analytical ability and numerical ability – able to analyse situations, form opinions, and make decisions independently, and calculations accurately.
• High level of communication skills (both written and verbal).
• The ability to proactively develop customer relationships, making efforts to listen and understand the customer, anticipating and providing solutions to customer needs to customer satisfaction.
• Computer Literacy (MS Office: Outlook, Word, and Excel).

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

 

 

About the company:

De Klerk & De Villiers Insurance Brokers was established in 1997. The business owner Charmaine de Klerk and her dedicated staff actively pursue service excellence. We mediate our clients’ insurance needs to ensure we cater for their individual specific requirements, offering peace of mind and saving them time and money. We strive to provide the most personal and professional service possible.

About the position:

We are offering a Marketing and Underwriting opportunity in Short term insurance Categories: Personal/Domestic Lines & Commercial. We are looking for a dynamic professional with a good knowledge of Agri insurance / Agri background.

Fit & Proper Requirements:

• Recognized qualification at min of NQF 4
• RE 5
• CPD up to date
• Not an unrehabilitated insolvent
• No criminal record

Responsibilities:

• Obtaining of new business
• Meeting targets
• Retention of existing business
• Request quotations for clients and closing thereof
• Follow up on underwriting
• Advising clients on their short term insurance needs
• Renewals of policies
• Developing relationships with clients, product providers, colleagues etc.
• Dealing with service providers
• Attending job specific training

Competencies:

• Fluent in English & Afrikaans
• Marketing & sales skills
• Negotiating skills
• Interpersonal skills
• Problem solving and analysis
• Cross functional awareness
• Plan, organises and follow ups
• Seeking sales opportunities
• Computer literacy

Candidates interested must forward their CV, ID and supporting documentation to charmaine@dkdv.co.za

Should you not be contacted for an interview within 4 weeks, please accept that your application is unsuccessful.

Retirement Fund documentation

Work with CEO, Board of Trustees, Chairman and Principal Officer to maintain correct registration of Fund documents with FSCA.

• Submission of Rules and Rule Amendments
• Maintain diarizing system to follow up and track submissions
• Answer queries from FSCA in conjunction with the relevant parties
• Ensure documents are registered and filed appropriately

Pension Funds Adjudicator

• Retain excellent reputation and working relationship with PFA and staff set up over the years
• Receive & respond to queries
• Report back to complainant and PFA
• Maintain comprehensive records

Divorce Orders

• Receive Divorce queries
• Correspond with Attorneys and Members regarding requirements
• Ensure Admin system flagged accordingly
• Assist Admin to obtain correct documentation
• Authorise payment when correct documentation received

Maintenance Orders

• Liaise with Maintenance Courts, Attorneys and Members
• Ensure Admin system flagged accordingly
• Ensure all correct documents are in place
• Ensure payments are made in compliance with the order

General Legal matters emanating from the day-to-day operation of the business

Compliance and adherence to various Legislation and Acts

• Oversee, co-ordinate, and monitor the day-to-day compliance activities of the company
• In collaboration with internal stakeholders, maintain and supplement compliance manuals as necessary
• Oversee internal and external audit procedures for the purpose of monitoring and detecting any misconduct or non-compliance
• Ensure that compliance requirements and documents are in place and are being adhered to
• Liaise with external compliance consultants to perform compliance audits
• Prepare for compliance audits; provide feedback and implement remedial action
• Assist with various Key Individual duties
• Ensure client files are compliant as per FAIS requirements
• Co-ordinate FSCA site visits
• Keep record and manage CPD points of advisors as required by FSCA
• If any misconduct or non-compliance is detected, recommend a solution and follow up to ensure that the non-compliance is resolved
• Formalise and monitor a system to enable employees to report any non-compliance without fear of retribution. Ensure that the reporting system is adequately communicated to staff and that allegations of non-compliance are investigated and responded to promptly
• In consultation with the HR department, help ensure that there is a mechanism in place for disciplining instances of non-compliance
• Monitor Complaints on GIB website and ensure that all complaints are attended to timeously. Report to relevant parties and ensure complaint is resolved
• Monthly feedback to Exco

Personal Attributes

• Excellent organisational skills with the ability to manage time effectively whilst managing multiple priorities
• Ability to influence people
• Commitment to honesty and professionalism and a strong work ethic
• Ability to work independently as well as function as part of a team
• Proficient computer skills

Minimum Qualifications

Completed Legal degree

Minu Management Services are currently recruiting for a Key Individual on behalf of the current FSP. The Key Individual will be responsible for managing and overseeing its activities related to the rendering of financial services as a Category I.

The candidate must be registered at the FSCA as a Key Individual for the below categories:

• Long-Term Insurance Sub A
• Short-Term Insurance Personal Lines
• Long-Term Insurance B1
• Long-Term Insurance C
• Retail Pension Benefits
• Short-Term Insurance Commercial Lines
• Pension Funds Benefits
• Derivative Instruments
• Long-term Deposits
• Short-term Deposits

Key Responsibilities and Duties

The key responsibilities and duties include, but are not limited to:

• Ensuring the firm complies with applicable laws and statutory obligations;
• Ensuring the FSP has Policies & Procedures in place;
• Ensuring compliance with the General Code of Conduct and with the Fit & Proper Requirements;
• Fulfilling contractual obligations as per the agreements; managing and overseeing of the Firm’s team members rendering the FSP’s financial services, including those persons under Supervision;
• Ensuring the business processes are in place and Firm’s operational ability is sustainable;
• Ensuring the firm complies with applicable laws and statutory obligations.

Qualifications and Experience Requirements:

• Undergraduate degree, with honours
• Minimum NQF Level 5 in Finance, Business and/or Wealth Management
• Minimum 5 years FSP management experience
• RE1 Exam required
• RE5 Exam required
• RE3 Exam required
• Class of Business experience in Investments and Structured Deposits

Skills Requirements:

• Exceptional written, oral, and presentation communication abilities
• Sectoral experience
• Attention to detail
• Excellent organizational, multi-tasking and time management skills with demonstrated ability to work efficiently and meet tight deadlines.
• Strong interpersonal skills and ability to work effectively with large, culturally diverse teams at all levels
• Excellent oral and written communication skills in English are required, including a demonstrated ability to communicate ideas clearly and confidently
• Computer literate
• Excellent knowledge of financial markets and instruments. Competencies
• Self-starter and initiator
• Honesty and integrity
• Competitive and creative
• Results orientated
• Strong management skills
• Work Remotely
• DOFA report

TO START AS SOON AS POSSIBLE

SALARY NEGOTIABLE (MARKET RELATED)

Please send updated CV with Qualifications to info@minufs.co.za reference 518604

Minu Management Services are currently recruiting for a Key Individual on behalf of the current FSP. The Key Individual will be responsible for managing and overseeing its activities related to the rendering of financial services as a Category I and Category II.

The candidate must be registered with the FSCA as a Key Individual for the below categories.

CATEGORY I

• Long-Term Insurance Sub B1
• Long-Term Insurance Sub B2
• Long-Term Insurance Sub B2 – A
• Long-Term Insurance Sub B1 – A
• Long-Term Insurance C
• Retail Pension Benefits
• Shares
• Money market instruments
• Warrant, certificates, and other instruments
• Derivative Instruments
• Participatory interests in one or more collective investment schemes

CATEGORY II

• Retail Pension Benefits
• Shares
• Debentures and securitised
• Warrant, certificates, and other instruments
• Derivative Instruments
• Participatory interests in one or more collective investment schemes

Key Responsibilities and Duties

The key responsibilities and duties include, but are not limited to:

• Ensuring the firm complies with applicable laws and statutory obligations;
• Ensuring the FSP has Policies & Procedures in place;
• Ensuring compliance with the General Code of Conduct and with the Fit & Proper Requirements;
• Fulfilling contractual obligations as per the agreements;
• Managing and overseeing of the Firm’s team members rendering the FSP’s financial services, including those persons under Supervision;
• Ensuring the business processes are in place and Firm’s operational ability is sustainable;
• Ensuring the firm complies with applicable laws and statutory obligations.

Qualifications and Experience:

• Undergraduate degree, with honours
• Minimum NQF Level 5 in Finance, Business and/or Wealth Management
• Minimum 5 years FSP management experience
• RE1 Exam required
• RE5 Exam required
• RE3 Exam required
• Class of Business experience in Investments and Structured Deposits

Required Skills:

• Exceptional written, oral, and presentation communication abilities
• Sectoral experience
• Attention to detail
• Excellent organizational, multi-tasking and time management skills with demonstrated ability to work efficiently and meet tight deadlines.
• Strong interpersonal skills and ability to work effectively with large, culturally diverse teams at all levels
• Excellent oral and written communication skills in English are required, including a demonstrated ability to communicate ideas clearly and confidently
• Computer literate
• Excellent knowledge of financial markets and instruments.

Competencies

• Self-starter and initiator
• Honesty and integrity
• Competitive and creative
• Results orientated
• Strong management skills
• Work Remotely
• DOFA report

TO START AS SOON AS POSSIBLE

SALARY NEGOTIABLE (MARKET RELATED)

Please send updated CV with Qualifications to info@minufs.co.za reference 513007

Vacancy Details

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

Experience Requirements

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

Qualifications Requirements

• NQF Level 5 qualification (alternatively extensive experience in the industry)

Skills Requirements

• Excellent command of the English language, both verbal and written is necessary.
• Computer literacy and competency in the use of Excel
• Accuracy, attention to detail
• Ability to think laterally
• Good interpersonal skills are a prerequisite
• Own transport is essential due to the location.

A negotiable salary is offered to the successful candidate.

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.

Vacancy Details

A bespoke insurance brokerage based in Newlands, Cape Town is currently looking for an extremely competent, dependable, and energetic Broker Support Administrator to manage mainly commercial but also personal insurance portfolios inclusive of claims.

Required Skills

• Commercial insurance : 10 years or more
• Claims management : 5 years or more
• Personal insurance : 10 years or more
• Insurance broker : 10 years or more

Candidate Requirements

• At least 10 years’ experience in dealing with all insurers as an independent broker in Cape Town
• Very wide insurance knowledge
• Excellent verbal, and written communication skills in English
• Highly competent in the use of Excel
• Accuracy, typing skills and dedication are a prerequisite.
• Own independent transport is necessary due the location of the office.

Salary highly negotiable for the appropriate candidate.

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

If you have not received a response within two weeks, your application has most likely been unsuccessful.

Purpose of the Role

Responsible for the on-going implementation and maintenance of The Unlimited’s overall compliance program as well as build relationships with key stakeholders, including FSCA and Information Regulator in particular, and ensure that the company’s compliance and market conduct objectives are achieved.

Key Responsibilities

• Ensure compliance with regulatory requirements (including but not limited to LTIA, STIA, PPR’s, FAIS, FICA/AML and POPI specifically)
• Promote a culture that contributes to the overall objective of prudent market conduct and compliance management.
• Represent The Unlimited and its position with the relevant insurers.
• Monitor compliance across the business and conduct routine assessments of key functional areas.
• Facilitate implementation of regulatory solutions, which take cognizance of The Unlimited’s business model and risk appetite.
• Implement and review control measures relative to risk across the business.
• Complete statutory returns (including CBR’s) and ensure that the company’s obligations to the regulators are met.
• Assess compliance by strategic partners, including distribution owners, with requirements and ensure that corrective actions are implemented
• Responsible for the identification of POPI risks, implementation of The Unlimited’s POPI governance framework, processes and controls, assessment of effectiveness and monitoring of POPI compliance overall
• Implement plan for data protection
• Ensure own understanding of all systems that acquire the storing and transferring of data
• Work with IT and Information Security to ensure robust data security
• Assist with Privacy Impact Assessments as well as security and site inspections

Knowledge and Experience:

• Appropriate degree / compliance diploma.
• Registered as a Compliance officer with the FSCA preferred
• At least 5 years’ experience in the financial services industry (ideally for a cat 1 FSP).
• Understanding of information security, data governance and IT systems a strong advantage.

Skill Competencies:

• Thorough knowledge of relevant legislation, including but not limited to FAIS, LTIA, STIA, PPR’s, CPA, FICA/AML, POPI, and ECT Act.
• Practical application of legislation.
• Lateral thinker who is not afraid to challenge the traditional way of doing things.
• Relevant practical financial services compliance experience.
• Excellent communication skills.
• Ability to influence at a senior level.
• Strong evaluative and analytical skills.
• IT skills and knowledge from a POPI perspective an advantage.

If you’re ready to embark on a journey to Unlimit Your Life; The Unlimited is the place for you.

Click here to apply!

4 Positions (Hybrid) available across South Africa – see details below and apply via corresponding location. 

RMB Private Bank offers leading wealth management advice and private banking   solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change.

While most Private Banks compete on the same basis, it is RMB’s people, our owner-manager culture, collaborative spirit, and values that distinguish us from the rest. As a respected talent brand, RMB Private Bank creates an environment where exceptional people can create their own opportunities, supported by sound banking principles and innovative thinking.

As a Wealth Manager, you will be in a team working closely with our clients and their families, tailoring financial solutions to suit their unique needs while supporting legacy building across generations. RMB Private Bank is seeking experienced Wealth Managers, to form part of our team and provide expert holistic legacy and wealth management advice to our high-net-worth clients.

Key responsibilities include:

• Formulating innovative solutions for our high net-worth clients on their wealth journey whilst being cognisant of market trends and variables that may impact their investment plans.
• Maintaining an expert knowledge of all FirstRand approved products, application procedures, processing, and timelines, whilst using this knowledge to drive relevant sales targets.
• Collaborating successfully across all relevant areas to achieve shared goals.
• Ensuring compliance with relevant statutory, legislative, policy, and governance requirements.
• Staying up to date with relevant legislative amendments and industry best practices, as well as the Company’s internal compliance procedures.
• Ensuring that the quality of advice remains high and consistent and in line with RMB Private Bank’s investment philosophy and product approved matrix.
• Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
• Developing networks and build alliances to grow and strengthen internal support bases.

Qualifications and Experience required:

• A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
• Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
• At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.

As a Wealth Manager you will have access to:

• Our attractive employee value proposition and reward model.
• Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
• Opportunities to innovate.
• Flexible working environment.
• Deep focus on health and wellbeing
• Coaches and mentors to help with your professional development.

If you meet the above requirements, we would like to have a conversation with you.

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. You must not be an unrehabilitated insolvent.

All suitably qualified candidates will be considered. Appointments will be made in line with the Bank’s Employment Equity Strategy. FirstRand actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.

Closing Date: 26 December 2023