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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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Duties & Responsibilities
Contribute to the efficient and effective functioning of Compliance Function
- Assist the manager to ensure that the compliance function is in compliance with law,and industry and regulatory body requirements.
- Promote the prevention of legal and regulatory risk in the company (TCF).
- Maintain efficient and effective operations in Compliance.
- Ensure that policies and procedures with regards to the Compliance function are being adhered to (TCF).
- Attend specific forums as may be required to represent the Compliance and Regulatory Affairs department.
Responsible for Compliance Monitoring and Reporting
- Monitor compliance risk, policies and procedures at Head Office and branches of Assupol Group.
- Maintain the standardized monitoring procedure.
- Complete monitoring reports.
- Provide overall compliance assistance, guidance and advice to Assupol Group of Companies.
- Contribute to the development of compliance risk management plans.
- Contribute to the completion of compliance reporting (internal and regulatory).
Provide Training and Awareness on Compliance Matters
- Create awareness in Assupol Group of Companies with legal requirements (TCF).
- Inform employees about relevant compliance matters.
- Develop, educate and enabling healthy and business orientated compliance culture.
- Regularly meet with stakeholders, including the regional managers of the specific business units to identify and address compliance risks.
Requirements
Formal:
- Legal Degree/relevant
- LLB Degree
- Admitted Attorney (advantage)
- Compliance Certificate (Advantage)
Experience:
- 2-3 years’ experience in Risk management and Compliance
- 2-3 years Insurance Industry experience
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Duties & Responsibilities:
Render client services
- Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries
- Update client personal details and AIMS notes
- Provide correct and accurate advice to clients on products and services (TCF)
- Inform clients and update changes to their policy (TCF)
- Liaise with relevant departments to gather information to resolve clients’ queries
- Maintain required business retention rate
- Handle all complaints and enquiries
- Escalate complaints to Office Manager and Complaints Handling Officer
- Follow complaints procedure
- Handle all incoming calls and walk-in clients
Administrate Claims
- Verify claims documents as per standard procedure
- Assist clients with the completion of claim forms
- Submit all claims received to Head office
- Submit any outstanding documentation as per Head Office request
- Keep claims register up to date
Advise clients on cancelations
- Advise the client of the process and disadvantages of cancelation
- Retain the policy by proposing different options (loan, partial surrender paid up)
- Inform relevant Sales Manager of the intended cancelation for retention
- As per clients request follow the standard cancelation procedure
Administrate demutualization process
- Capture client information
- Inform clients of status of their shares
- Update clients information on Aims systems
- Register and forward to Head office
Office Administration
- Manage mail and fax
- Prepare statistical reports
- Assist with data capturing when required
- Encourage clients to complete the survey
Fit and Proper Requirements
- Adhere and comply to FSB board notice in terms of FAIS
Documentation and filing procedures
- Keep record systems up to date
- File and keep documentation for a period as required by the legislation
Requirements
FORMAL EDUCATION
TECHNICAL/LEGAL CERTIFICATION
- Recognised Qualification as per the FSCA (Advantage)
- RE 5
- Registration as an Employee Representative (FSCA)
- CPD
- COB (Depending on DOFA)
EXPERIENCE
- 2 Years’ Experience in the Insurance Industry;
- 1 Year Client Services
- 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)
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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 »
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 »
Main Purpose
- To recruit, maintain and develop sales representative and brokers and set targets.
Develop and maintain sales and marketing plan
- Develop an integrated sales & marketing plan
- Implement and align marketing plan with regional plan and submit to management
- Review and update strategic plan on a regular basic
- Compile report on progress made on strategic plan
- Communicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
- Advertise and market representative positions through presentations
- Select applicants in accordance with FSCA requirements implementation of assessment selection battery
Conduct training to sales representative
- Facilitate the pre-course and post-course training
- Responsible for on-the-job assessment of representatives
Conduct coaching process
- Give technical support and motivation to representatives
- Coach representatives on improving their selling skills
- Provide recognition through performance management system
Conduct training to brokers
- Ensure brokers are equipped with sufficient office documentation e.g. application forms
- Handle administration queries on behalf of dedicated brokers
- Check business methods of dedicated brokers and advise accordingly
- Update brokers on Assupol products and services regularly
- Ensure computer software of brokers are up to date in respect of Assupol products and services
- Build professional business relationships with brokers
Identity and develop new and current markets
- Identify, penetrate and develop new markets
- Negotiate stop order markets
- Maintain contacts with key decision makers and insurance industry resources (new and existing)
- Retain and increase market share in existing markets
- Manage the business retention
- Conduct products presentations in the market
Maintain production targets and retain business
- Ensure and monitor set production targets are achieved
- Maintain business retention
Comply with FAIS requirements
- Supervise representative when rendering services under supervision
- Submit supervision evidence to MSSI on a monthly basis
- Mentor and train supervisee to ensure that they have a proper understanding of products
- Observe meetings between representative and clients
Compliance
- Complaints
- Number of complaints Received
- Number of complaint referred for investigation (Forensic)
- Number of complaints referred for Debarment Hearing based on outcome from debarment Committee
Training and Awareness
- Refresher Training
- New Product Training
- Record of Advice
- Financial Needs Analysis
- Completion of the application forms
Other
- Adhere to code of conduct
- Adhere to TCF
- Comply with risk and audit requirements
- Display the values and culture
- Provide leadership to your team to assist them in achieving their target
Requirements
Knowledge and Skills
Formal Education
- Matric
- Relevant Qualification (recognised by the FSCA)
Technical/Legal Certification
- Regulatory Examination Level 5: Representatives
- Regulatory Examination Level 1: Key Individuals
- Class of Business (Long Term Insurance and Investments) (Depending on Date of Appointment as Key Individual in the industry)
- CPD
Experience
- 1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds
- 2 years Project Management
- 2 years Insurance industry
- At least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds
go to method of application »
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
- At least 6 months advice and intermediary experience in category A (Assistance business)
go to method of application »
Main Purpose
- To recruit, maintain and develop sales representative and brokers and set targets.
Develop and maintain sales and marketing plan
- Develop an integrated sales & marketing plan
- Implement and align marketing plan with regional plan and submit to management
- Review and update strategic plan on a regular basic
- Compile report on progress made on strategic plan
- Communicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
- Advertise and market representative positions through presentations
- Select applicants in accordance with FSCA requirements implementation of assessment selection battery
Conduct training to sales representative
- Facilitate the pre-course and post-course training
- Responsible for on-the-job assessment of representatives
Conduct coaching process
- Give technical support and motivation to representatives
- Coach representatives on improving their selling skills
- Provide recognition through performance management system
Conduct training to brokers
- Ensure brokers are equipped with sufficient office documentation e.g. application forms
- Handle administration queries on behalf of dedicated brokers
- Check business methods of dedicated brokers and advise accordingly
- Update brokers on Assupol products and services regularly
- Ensure computer software of brokers are up to date in respect of Assupol products and services
- Build professional business relationships with brokers
Identity and develop new and current markets
- Identify, penetrate and develop new markets
- Negotiate stop order markets
- Maintain contacts with key decision makers and insurance industry resources (new and existing)
- Retain and increase market share in existing markets
- Manage the business retention
- Conduct products presentations in the market
Maintain production targets and retain business
- Ensure and monitor set production targets are achieved
- Maintain business retention
Comply with FAIS requirements
- Supervise representative when rendering services under supervision
- Submit supervision evidence to MSSI on a monthly basis
- Mentor and train supervisee to ensure that they have a proper understanding of products
- Observe meetings between representative and clients
Compliance
- Complaints
- Number of complaints Received
- Number of complaint referred for investigation (Forensic)
- Number of complaints referred for Debarment Hearing based on outcome from debarment Committee
Training and Awareness
- Refresher Training
- New Product Training
- Record of Advice
- Financial Needs Analysis
- Completion of the application forms
Other
- Adhere to code of conduct
- Adhere to TCF
- Comply with risk and audit requirements
- Display the values and culture
- Provide leadership to your team to assist them in achieving their target
Requirements
Knowledge and Skills
Formal Education
- Matric
- Relevant Qualification (recognised by the FSCA)
Technical/Legal Certification
- Regulatory Examination Level 5: Representatives
- Regulatory Examination Level 1: Key Individuals
- Class of Business (Long Term Insurance and Investments) (Depending on Date of Appointment as Key Individual in the industry)
- CPD
Experience
- 1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds
- 2 years Project Management
- 2 years Insurance industry
- At least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds
go to method of application »
Description
Identify and Develop new opportunities and markets
- Develop new relationships with relevant key role players
- Identify, penetrate and develop new markets
- Establish and research market trends to strategically address to Cornerstone’s benefit
- Monitor and report on insurance and industry developments
- Maintain contacts with key decision makers and insurance industry resources (new and existing)
- Determine and address marketing needs
- Conduct competitor analysis and provide updated on competitor developments
- Conduct presentations in the market on Cornerstone’s product and services
- Ensure the business retention
- Increase in effective and profitable markets
- Ensure high quality business
Project and Event coordination
Co-ordinate and participate in identified projects
- Assist in events management & execution e.g. functions and events.
- Plan and arrange social responsibility & sponsorship campaigns and activities
- To provide support to internal stakeholders
- To promote the Cornerstone brand
Complaints Co-ordination
- Liaise with Assupol Complaints department and follow up with our sales department till resolved
- To maintain Cornerstone brand and reputation
Interdepartmental communication
- Liaise with Sales to collate and compile the competitions, statistics
- Reports coordination and compilation
- Liaise with with other internal stakeholders.
Requirements
FORMAL EDUCATION
- Matric
- Insurance related qualification
TECHNICAL/ LEGAL CERTIFICATION
- RE 5
- RE1 (will be an advantage)
EXPERIENCE
- 1 year sales management experience
- 1 year Project Management related as an advantage
- 2 years Insurance industry (of which 1 year must have been in sales)
CLOSING DATE: 26 JUNE 2023
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Description
Main Purpose: To sell policies, recruit, develop and train representatives to achieve the set target
To be developed into a Sales Manager when vacancies are available (Key Individual)
- 1 year Programme
- Courses
- Full-Time Academic School: 0 – 1 month
- Commissions and Finance
- Compliance
- Reports
- Practical School (2 – 12 months)
- COB Long term and Investments
- CPD
- Supervision (FSP 4.1);
- Recruitment process orientation (On-Boarding)
- MS Office (Spread over 12 months – if necessary)
- Digital training
Sales reports Orientation
- Sales performance management orientation
- Disciplinary action
- Requirements
Formal Education
- Matric
- Relevant Full Qualification as per the FSCA Board Notice
Technical/Legal Certification
- Registered as an Employee Representative (FSCA)
- Regulatory Examination Level 1: Representatives (RE5)
- Regulatory Examination Level 1: Key Individuals (RE1)
- Class of Business: Long Term Insurance & Investment (Advantage)
- Updated CPD points
Experience
- 2 Years’ Experience in the Insurance Industry
- Experience in Category A, B1, B2, C and Retail Benefits
- Fit and Proper Rep for all Tie 2 products
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Description
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
TECHNICAL/ LEGAL CERTIFICATION
EXPERIENCE
- 2 Years’ experience as a Personal Assistant
go to method of application »
Description
- Monitor, support and maintain network infrastructure.
- Monitor Cisco switches, Access Points, Firewalls, and network links.
- Perform IOS upgrades on cisco switches and cisco access points as per SOP.
- Monitor and report issues on Service provider CE equipment at branches.
- Maintain and support network monitoring system (system upgrades, license utilization, backups etc.)
- Manage and update the network monitoring system with all the network devices.
- Monitor, investigate and resolve network anomalies (network spikes, network latency etc.)
- Maintain and support network authentication system (system upgrades, backups, add/remove user profiles and groups)
- Add network devices to the network authentication system.
- Securely enable monitoring protocols on network switches(SSH,SNMP, TACACS etc.).
- Perform network audits to ensure compliance to switch standards, naming convention standards etc.
- Maintenance and management of IP management system.
30%
Configure and troubleshoot LAN/WAN infrastructure.
- Assist with troubleshooting of issues on Cisco switches and network links when problems occur at the branches and head office.
- Configure switches according to switch standard and ensure configuration compliance.
- Update network infrastructure system documentation.
- Assist with setting up the network for new branches, branch expansions and branch migrations.
- Assist with network setup for server infrastructure and applications.
- Assist with Disaster Recovery testing.
- Assist with setting up of cross-connects to partner services.
Assist with setting up of new network links for the branches, monitor existing network links and troubleshoot any network performance issues.
- Create and update architectural diagrams for the network.
- Perform traffic analysis on switch uplinks (errors, discards etc.).
- Cisco switches configuration files backups when changes occur.
30%
Liaise and correspond with 3rd party suppliers.
- Apply for new services with all our external service providers (network links, telephony system etc.)
- Obtain quotations from suppliers and assist with the procurement process.
- Conduct proof of concepts on new technologies when required.
- Log calls and follow up on existing calls with ISP/s (P1, P2, P3 etc.)
- Attend monthly meetings with ISP/s to discuss network support issues and branch uptime.
- Ordering of Cisco handsets and switches.
- Manage maintenance support contracts and licenses for all cisco switches.
- Liaise with cabling partners for annual maintenance on network cabinets and data center.
- Liaise with cabling partners for network points requirements at branches and head office.
20%
Reporting
- Submit monthly network performance and availability reports.
- Setup reporting on network monitoring system (branch uptime, top sources, top destinations, top applications, top protocols, top conversations etc.)
20%
TOTAL 100 %
Requirements
FORMAL EDUCATION
- IT related degree/diploma
TECHNICAL/LEGAL CERTIFICATION
- CCNA Switching and Routing
- CCNA Voice/Security/Wireless(Advantage)
EXPERIENCE
- 3 – 5 years’ experience in CISCO Networking Technology
- IT experience: 5 years minimum
- Insurance industry experience: 3 years (Advantage)
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Financial administration of legal entities
- Load payments on the entities’ bank accounts after ensuring that they meets the requirements of the Group Financial Administration Policy.
- Recording of financial transactions in the general ledger.
- Perform reconciliations on balance sheet balances on a monthly basis.
Assist with the reporting of monthly results
- Assist with the preparation of the monthly management accounts.
Assist with annual reporting
- Assist with the preparation of interim and annual financial statements.
Assist with the compilation of budgets
- Assist with the preparation of the annual budgets
Comply with legislative and statutory requirements
- Assist with compilation of legislative and statutory reporting
- Ad hoc tasks
- Provide assistance where ad hoc tasks are allocated to the position by seniors.
Requirements
FORMAL EDUCATION
- B.Com Financial Management/Accounting Sciences
EXPERIENCE
- Advanced computer literacy and knowledge of MS Office, especially Excel
- 2 – 3 years financial administration and management reporting experience
Method of Application
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