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We provide funeral, life, savings and retirement products and services to South Africans from every walk of life. In everything we do, we aim to reward the trust that our clients have placed in us. We keep our promises to our stakeholders, and we are always there for our clients when it matters most
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Description
Coordinate printing requests
- Ensure all allocated printing is deliver timeously
- Spot checks on the printing is done correctly prior to delivery
Coordinate binding requests
- Ensure all allocated binding is delivered timeously
Coordinate postage
- Ensure all external letter are correctly prepared, eg folds, sort and stamped for postage.
Manage printing equipment
- Update of all equipment information
- Assist with equipment queries
- Liaise with the vendor for services e.g. Minolta
Requirements
Formal Education:
- Grade 12
- National Diploma relevant to Business and/ Facilities Management as an advantage.
Experience :
- Facilities management – 3 years
- Printing Equipment – 3 years
- Printing Management – 3 years
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Job Description
Manage Regulatory Requirements
- Approve or Decline manager approval cases
- Trend analysis on manager approval cases and recommendations
- Assist manager with the identification and resolution of problems
- Allocate work to the QA admin to communicate with the Sales Agents on the resubmissions
- Investigate and evaluate the reason/s for the failure of the policies
- Ensure that all manager approval ,correspondence and resubmissions are all finalized at month end
- Compile manager approval report weekly/monthly
- Compile and monitor monthly correspondence and resubmission cases report though out
- Conduct QA related training (Resubmission training and understanding of complex feedback from New Business)
- Identify anomalies in new policy applications and escalate to the relevant stakeholders
- Ensure quality of own work, minimize mistakes and continuously improve on quality and standards
- Provide employees and management with a coaching feedback report.
- Review clients on QC tools
- Assist with fatal error meetings/ reporting etc
- Implement QA strategy, processes and monitor the QA targets
- Ensure the performance of staff with regards to QA.
- Assist in compiling the Channel’s scripts and assessments sheets.
- Ensure compliance adherence through quality control and verification.
- Investigate and compile feedback on Audit / Compliance findings.
- Keep the team abreast with relevant compliance matters.
- Ensure Agents fit and proper requirements are in adherence. 70%
Manage the Market Conduct Requirement
- Promote and drive fair treatment of clients during Sales.
- Verify the adherence of the Agents supervision.
- Authenticate the adherence of the completion of the FNA conducted and Completion of ROA through sampling of application forms.
- Investigate all the departmental complaints and provide suggestion. 10%
Assessment and Training Management
- Sample Agents calls and ensure that are in line with the set script.
- Assist in identify gaps and provide suggestion to achieve set assessment target.
- Assist in identify risks, action plans and monitor the progress thereof.
- Monitor and identify objection handling training, or any QA related training provide input.
- Train (with the input of the production supervisor) the new staff to ensure they reach set QA / Production targets. 5%
Trend Reviews and Reporting
- Conduct internal checks to ensure they comply with Company set QA rules and compliance standards.
- Investigate unmet percentages / NTU ratios and provide input.
- Conduct analysis on QA / production / lead volumes / call ratios and conversion ratios.
- Contribute on how to improve overall performance and production of the team.
- Make suggestions on how to improve overall performance and production of the team. 15%
- TOTAL 100 %
Requirements
Knowledge and Skills
Formal Education
- Matric
- FSCA Recognised Qualification
Technical/Legal Certification
- RE 5 (Representatives)
- RE 1 (Key Individuals)
- CPD Points
- Compliance Certificate (Advantage)
- COB
Experience
- 2 Years’ Experience in Quality Assurance in an Outbound Call Centre Sales Environment (Insurance Industry)
- 2 Years’ Call Centre Management experience
- Registration as a Key Individual
- Experience in Long-term Insurance subcategory A and Long-term Insurance subcategory B1-A
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Job Description
To recruit, maintain, develop sales representative and set targets within Cornerstone Regions.
Plan and Implement Sales plan at Regional level
- Develop sales plan to attain set goals/targets
- Communicate the sales plan to sales teams
- Identify & agree on individual roles and responsibilities
- Recruit resources according to HR Plan
- Plan for infrastructure requirements – vehicles, offices, furniture, policy books, etc
- Participate in Provincial budgeting process
- Implement & monitor company policies & procedures
- Manage sales staff performance monthly
- Evaluate progress against goals monthly
- Prepare monthly management report
Expense Budget
- Monitor expenses against budget
- Track deviation, investigate reasons & recommend corrective action
- Assist with management of monitoring petty-cash requisitions
- Prepare management report on deviations
Develop & Sustain Customer & Stakeholder relations
- Intervene on customer queries & concerns
- Understand impact of stakeholder policies on regional business
- Deploy the correct interactions and processes
Communication management
- Stakeholder analysis (who’s who?)
- Knowledge of different markets
- Company themes/message
Manage Regional Office, Administration & Client Services
- Manage regional sales force – recruitment, selection, training & development, performance management, etc.
- Visits to districts/sites
- Ensure that branch offices project the required image of Cornerstone
- Oversee the regional administrative activities
- Liaise with provincial administration on training needs & support
- Assist with client services and oversee sales staff & offices
Requirements
FORMAL EDUCATION
- Matric
- Relevant Qualification (recognised by the FSCA)
TECHNICAL/LEGAL CERTIFICATION
- Regulatory Examination Level 5: Representatives as an advantage
- Regulatory Examination Level 1: Key Individuals as an advantage
- 30 or 60 credits on NQF level 2 (Depending on the date of appointment in the industry) or
- 60 or 120 credits on NQF level 5 (Depending on the date of appointment in the industry)
EXPERIENCE
- 1year relevant management experience
- 6 months Insurance industry
- Atleast 6 months advice and intermediary experience in category A (Assistance business)
go to method of application »
Job Description
To recruit, maintain, develop sales representative and set targets within Cornerstone Regions.
Plan and Implement Sales plan at Regional level
- Develop sales plan to attain set goals/targets
- Communicate the sales plan to sales teams
- Identify & agree on individual roles and responsibilities
- Recruit resources according to HR Plan
- Plan for infrastructure requirements – vehicles, offices, furniture, policy books, etc
- Participate in Provincial budgeting process
- Implement & monitor company policies & procedures
- Manage sales staff performance monthly
- Evaluate progress against goals monthly
- Prepare monthly management report
Expense Budget
- Monitor expenses against budget
- Track deviation, investigate reasons & recommend corrective action
- Assist with management of monitoring petty-cash requisitions
- Prepare management report on deviations
Develop & Sustain Customer & Stakeholder relations
- Intervene on customer queries & concerns
- Understand impact of stakeholder policies on regional business
- Deploy the correct interactions and processes
Communication management
- Stakeholder analysis (who’s who?)
- Knowledge of different markets
- Company themes/message
Manage Regional Office, Administration & Client Services
- Manage regional sales force – recruitment, selection, training & development, performance management, etc.
- Visits to districts/sites
- Ensure that branch offices project the required image of Cornerstone
- Oversee the regional administrative activities
- Liaise with provincial administration on training needs & support
- Assist with client services and oversee sales staff & offices
Requirements
FORMAL EDUCATION
- Matric
- Relevant Qualification (recognised by the FSCA)
TECHNICAL/LEGAL CERTIFICATION
- Regulatory Examination Level 5: Representatives as an advantage
- Regulatory Examination Level 1: Key Individuals as an advantage
- 30 or 60 credits on NQF level 2 (Depending on the date of appointment in the industry) or
- 60 or 120 credits on NQF level 5 (Depending on the date of appointment in the industry)
EXPERIENCE
- 1year relevant management experience
- 6 months Insurance industry
- Atleast 6 months advice and intermediary experience in category A (Assistance business)
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Description
Activation of Premiums
- Do Monthly Lodgments
- Do Weekly stats to track Lodgment Confirmations
- Ensure Sales submit Deduction Authorities on a Daily basis.
Premium Collections
- Following up on First Premiums over three months
- Following up with the wage clerk on first premium not received for the previous month
- Provide weekly feedback to Sales Manager & Worksite Managers on first Premium collected or non-collection vs Lodgments.
- Allocate of premiums to the correct policies within the agreed SLA.
Premium Retention
- Build a relationship with sales to obtain their cooperation in assisting with retaining New Business.
- Build a relationship and liaise with the Wage Clerk at the Worksites / CSO at all times for follow ups on non-payment of premiums.
- Updating and communicating with Sales of Changes received from the Worksite / CSO regarding the lodgment process.
- Retaining business by sending Client Service request to contact the client for Debit Order Information.
- Reinstatements & Re- Date of Policies.
- Reconcile the Schedules received vs Payment received in the Bank Account from the Worksite/CSO Perform Daily Reconciliations
- Investigate and clear unidentified movements (Exception Report)
- Ensure Proper Control and Maintenance on reconciliations
- Resolve Internal & External queries.
Quality and Profitability of Allocated Worksites / CSO
- Quality KPIs
- Business Retention Rate
- 80% - Policy Recovery Rate
- 85% - NTU < 5%
- Lapses <5%
- Cancellations < 5%
- Premium Un Paid 5%
Customer Retention
- Timeous provision of the reports to Worksite Development Managers.
- Manage the Monthly Outstanding Premium report distribution process.
- Accurate reports are sent to the Sales Managers & Worksite Managers.
- Maintain the distribution list for the Worksites and update Requirements all the time accordingly.
- Manage the Credit control process.
Requirements
FORMAL EDUCATION:
- Matric
- Diploma in Office Administration
EXPERIENCE:
- 2 Years’ experience as Operation Support Services.
SKILLS:
- Excellent interpersonal skills
- Team Building Skills
- Analytical & Problem-solving Skills
- Decision Making Skills
- Effective Verbal & listening Skills
- Attention to Detail & High Level of Accuracy
- Very Effective organizational Skills
- Effective written communications Skills
- Computer Skills including the ability to operate spreadsheets (Excel)
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Description
To professionally manage, assist and support the Regional Manager with confidential and effective administration.
Assist regional manager with administrative functions
- Organize RM’s meetings
- Manage RM’s diary
- Organize travelling and accommodation arrangements
- Handle RM’s and the sales team’s claim requests
- Assist with rationalization
- Assist with all budgetary expenditure payment requests
- Handle all sponsorship requests (internal and external)
- Liaise with staff and clients
Administrate correspondence and documentation
- Type and draft documentation e.g. reports and presentations
- Manage all correspondence for manager and sales team
- Assist with drafting and placing of advertisements for sales force
- Manage all brokers and reps bridging, advances and cancellation applications
- Prepare documents for meetings, this includes photocopying documents, writing and distributing minutes
- Manage all incoming and outgoing phone calls
Administrate systems and equipment
- Keep filing system up to date
- Keep electronic backup system up to date
- Keep follow-up system related to deadlines, documentation, and feedback up to date
- Keep office and computer equipment inventory up to date
Assist with external projects and public relations matters
- Organize and manage all social events and team buildings
- Order promotional items for projects etc. in region
- Manage and control all commission deductions of sales force
- Assist head office with all human resource related issues of sales force and staff - on request
- Handle enquiries and communication with external organizations
- Ensure payment of all service providers
- Manage and prepare documentation for projects
- Attend ad hoc meetings – on request
- Manage and control all vehicles reports for region
- Assist with managing all external franchises
Requirements
FORMAL EDUCATION
- Matric
- Diploma in Office Administration or Secretarial/relevant
TECHNICAL/LEGAL CERTIFICATION
EXPERIENCE
- 2 Years’ experience as a Personal Assistant
- Atleast 2 Years’ experience in the Insurance Industry
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Description
Grow the Value of New Business
- Align the National Sales Strategy with the Key Account Strategy and the implementation thereof
- Contribute to the growth of the in force book by 1% a month
- Monitoring of withdrawal performance per Market
- Monitoring of collection persistency
- Acquisition of new worksites – guided by defined client profile and strategy
- Implement retention initiatives at worksites/Markets
- Implement agreed initiatives to achieve production targets and deliverables
Distribution Management
- Management of distribution channel in line with National strategic objectives.
- Effective management of resources
- Perform opportunity assessments and monitor market share and growth
- Manage and monitor activities of the allocated Markets
- develop a plan to penetrate markets and diversify Products as per set target
- Identify and facilitate up and cross-selling opportunities within the Group
- Stakeholder management and engagement both internally and externally
Efficiency Management
- Effective management of resources
- Effective resource planning for the region for the short and long term
- Promote the Digital drive to the Stakeholders and Clients
- Liaise and manage the Regional projects that are in line with the Key Account Management mandate
Identify and maintain worksites.
- Develop and implement sales strategy for each worksite
- Conduct market research and provide guidance in terms of current and future business opportunities
- Business development and unearthing of new sales and business opportunities
- Undertake appropriate planning for new and existing markets
- Co-ordinate and direct sales and market initiatives
Manage the Regulatory requirements.
- Ensure adherence to legislative requirements, Assupol and worksite processes, procedures and policies
- Quality and relationship management of the Markets
- Full compliance to legislative requirements to legislative requirements
Reporting obligations
- Submit Monthly KAM reports
- Participation in Sales meetings
Requirements
FORMAL EDUCATION
- Matric
- 3-year tertiary qualification (Business/Commercial/Management/Marketing)
TECHNICAL/LEGAL CERTIFICATION
EXPERIENCE
- 3-5 years’ experience in the Insurance Sector or Financial Services Industry, preferably within the worksite marketing environment.
- Market and business development experience
- 1 -2 years Sales management experience
- 2 years Internal and External Client Networking
- 2 years Key Account Management and Marketing experience.
- 2 years Stakeholder management
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Duties & Responsibilities:
Contribute to organisations objectives for IT Development
- Develop and maintain models that meet end-user requirements, including recommended Domain and Use Case Models (TCF) based on technical specifications.
- Implement the solution within the defined framework for user requirements
Develop and maintain IT Administration Systems (Operational Excellence)
- Serve as a resource to help the teams make appropriate system and component level design decisions during implementation
- Performance tuning, improvement, balancing, usability and automation.
- Incorporate security requirements into design
- Provide 3rd line support and maintain software functionality
- Integrate software with existing systems
- Review and provide input to technical documentation
- Identify efficiency opportunities
- Regular status updates to Project Management Office and Manager IT Software Development
- Provide assistance to QA/Application Support team
Requirements
Formal Education:
- BSc or BEng (Computer or Electronic) or equivalent
- Microsoft certification (MCSD)
- K2 (Advantage); SharePoint (Advantage)
- Kanban systems design (Advantage)
Experience:
- 5 years software development experience in a development environment
- Experience in industry standards and best practice in software architecture and design
- Software development experience in a financial services/insurance industry (advantage)
- Azure DevOps experience (advantage)
Method of Application
Use the link(s) below to apply on company website.
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